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HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 401k Plan overview

Plan NameHEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE
Plan identification number 501

HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

HEALTHLINK HOLDINGS GROUP, LLC DBA HMS HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:HEALTHLINK HOLDINGS GROUP, LLC DBA HMS HEALTHCARE
Employer identification number (EIN):760636433
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01
5012021-03-01
5012020-03-01
5012019-03-01
5012018-03-01
5012017-03-01HAROLD HADLEY HAROLD HADLEY2018-09-04
5012016-03-01HAROLD HADLEY HAROLD HADLEY2017-08-03
5012015-03-01LESLIE GRIFFIN LESLIE GRIFFIN2016-06-01
5012014-03-01LESLIE GRIFFIN LESLIE GRIFFIN2015-07-29
5012013-03-01LESLIE GRIFFIN LESLIE GRIFFIN2014-08-07
5012012-03-01LESLIE GRIFFIN LESLIE GRIFFIN2013-10-07
5012011-03-01LESLIE GRIFFIN LESLIE GRIFFIN2012-08-24
5012010-03-01LESLIE GRIFFIN LESLIE GRIFFIN2011-11-04

Plan Statistics for HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE

401k plan membership statisitcs for HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE

Measure Date Value
2022: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2022 401k membership
Total participants, beginning-of-year2022-03-012
Total number of active participants reported on line 7a of the Form 55002022-03-010
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-010
Total of all active and inactive participants2022-03-010
2021: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2021 401k membership
Total participants, beginning-of-year2021-03-0185
Total number of active participants reported on line 7a of the Form 55002021-03-012
Total of all active and inactive participants2021-03-012
2020: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2020 401k membership
Total participants, beginning-of-year2020-03-01237
Total number of active participants reported on line 7a of the Form 55002020-03-0185
Total of all active and inactive participants2020-03-0185
2019: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2019 401k membership
Total participants, beginning-of-year2019-03-01367
Total number of active participants reported on line 7a of the Form 55002019-03-01237
Total of all active and inactive participants2019-03-01237
2018: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2018 401k membership
Total participants, beginning-of-year2018-03-01334
Total number of active participants reported on line 7a of the Form 55002018-03-01367
Total of all active and inactive participants2018-03-01367
2017: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2017 401k membership
Total participants, beginning-of-year2017-03-01334
Total number of active participants reported on line 7a of the Form 55002017-03-01334
Total of all active and inactive participants2017-03-01334
2016: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2016 401k membership
Total participants, beginning-of-year2016-03-01285
Total number of active participants reported on line 7a of the Form 55002016-03-01334
Total of all active and inactive participants2016-03-01334
2015: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2015 401k membership
Total participants, beginning-of-year2015-03-01216
Total number of active participants reported on line 7a of the Form 55002015-03-01285
Total of all active and inactive participants2015-03-01285
2014: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2014 401k membership
Total participants, beginning-of-year2014-03-01234
Total number of active participants reported on line 7a of the Form 55002014-03-01216
Total of all active and inactive participants2014-03-01216
2013: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2013 401k membership
Total participants, beginning-of-year2013-03-01238
Total number of active participants reported on line 7a of the Form 55002013-03-01234
Total of all active and inactive participants2013-03-01234
2012: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2012 401k membership
Total participants, beginning-of-year2012-03-01260
Total number of active participants reported on line 7a of the Form 55002012-03-01238
Total of all active and inactive participants2012-03-01238
2011: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2011 401k membership
Total participants, beginning-of-year2011-03-01216
Total number of active participants reported on line 7a of the Form 55002011-03-01260
Total of all active and inactive participants2011-03-01260
2010: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2010 401k membership
Total participants, beginning-of-year2010-03-01184
Total number of active participants reported on line 7a of the Form 55002010-03-01216
Total of all active and inactive participants2010-03-01216

Form 5500 Responses for HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE

2022: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01This submission is the final filingYes
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – InsuranceYes
2021: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – InsuranceYes
2020: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: HEALTHLINK HOLDINGS GROUP,LLC DBA HMS HEALTHCARE 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 1
Insurance contract or identification number083027
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered10
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $11,662
Total amount of fees paid to insurance companyUSD $440
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,662
Insurance broker organization code?3
Amount paid for insurance broker fees440
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered2
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $12,852
Total amount of fees paid to insurance companyUSD $3,142
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,057
Insurance broker organization code?3
Amount paid for insurance broker fees3142
Additional information about fees paid to insurance brokerADMINISTRATIVE
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered68
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $32,504
Total amount of fees paid to insurance companyUSD $1,035
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $196,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,504
Insurance broker organization code?3
Amount paid for insurance broker fees1035
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered85
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $25,469
Total amount of fees paid to insurance companyUSD $10,224
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $182,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,036
Insurance broker organization code?3
Amount paid for insurance broker fees10224
Additional information about fees paid to insurance brokerADMINISTRATIVE
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered136
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $49,470
Total amount of fees paid to insurance companyUSD $1,449
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $309,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,470
Insurance broker organization code?3
Amount paid for insurance broker fees1449
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered237
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $41,857
Total amount of fees paid to insurance companyUSD $11,430
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $306,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,184
Insurance broker organization code?3
Amount paid for insurance broker fees11430
Additional information about fees paid to insurance brokerADMINISTRATIVE
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5475252
Policy instance 4
Insurance contract or identification number5475252
Number of Individuals Covered231
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $24,408
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,948
Insurance broker organization code?3
Insurance broker nameUSI SOUTHWEST, INC.
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ02247
Policy instance 3
Insurance contract or identification numberGFZ02247
Number of Individuals Covered113
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $15,025
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,025
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBOWEN MICLETTE & BRIT INS AGENCY
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered230
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $69,972
Total amount of fees paid to insurance companyUSD $104,340
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $295,646
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees104340
Insurance broker organization code?3
Insurance broker nameBOWEN MICLETTE & BRIT INS AGENCY
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered334
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $16,534
Total amount of fees paid to insurance companyUSD $6,090
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $147,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,534
Insurance broker organization code?3
Amount paid for insurance broker fees6090
Additional information about fees paid to insurance brokerADMINSITRATIVE
Insurance broker nameUSI SOUTHWEST, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered285
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $12,409
Total amount of fees paid to insurance companyUSD $4,909
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,087
Amount paid for insurance broker fees4909
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameUSI SOUTHWEST, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered150
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $50,252
Total amount of fees paid to insurance companyUSD $86,443
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $271,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,252
Amount paid for insurance broker fees86443
Additional information about fees paid to insurance brokerADMINISTRATIVE & SPECIAL PROGRAM FEES
Insurance broker organization code?3
Insurance broker nameUSI SOUTHWEST, INC.
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ02247
Policy instance 3
Insurance contract or identification numberGFZ02247
Number of Individuals Covered177
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $21,339
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $111,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,339
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePLUMHOFF & ASSOCIATES INCORPORATED
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5475252
Policy instance 4
Insurance contract or identification number5475252
Number of Individuals Covered241
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $20,391
Total amount of fees paid to insurance companyUSD $4,594
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,970
Amount paid for insurance broker fees2264
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameUSI SOUTHWEST, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered216
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $12,749
Total amount of fees paid to insurance companyUSD $5,391
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,749
Amount paid for insurance broker fees5391
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameANCO INS SERVICES OF HOUSTON INC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered144
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $29,716
Total amount of fees paid to insurance companyUSD $51,872
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $143,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,716
Amount paid for insurance broker fees51872
Additional information about fees paid to insurance brokerADMINISTRATIVE & SPECIAL PROGRAM FEES
Insurance broker organization code?3
Insurance broker nameUSI SOUTHWEST, INC.
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ02247
Policy instance 3
Insurance contract or identification numberGFZ02247
Number of Individuals Covered152
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $21,426
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $111,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,426
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePLUMHOFF & ASSOCIATES INCORPORATED
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberST-1359-3859
Policy instance 4
Insurance contract or identification numberST-1359-3859
Number of Individuals Covered75
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $8,926
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $89,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,926
Insurance broker organization code?3
Insurance broker namePLUMHOFF & ASSOCIATES, INC.
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ02247
Policy instance 3
Insurance contract or identification numberGFZ02247
Number of Individuals Covered169
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $16,961
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $96,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,961
Insurance broker organization code?3
Insurance broker namePLUMHOFF & ASSOCIATES INCORPORATED
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered108
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $28,118
Total amount of fees paid to insurance companyUSD $52,817
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $136,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,292
Amount paid for insurance broker fees51909
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameANCO INS SERVICES OF HOUSTON INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered234
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $12,357
Total amount of fees paid to insurance companyUSD $5,592
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,357
Amount paid for insurance broker fees5592
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameANCO INS SERVICES OF HOUSTON INC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered114
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $33,116
Total amount of fees paid to insurance companyUSD $45,602
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $148,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,116
Amount paid for insurance broker fees45602
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker namePLUMHOFF & ASSOCIATES
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered238
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $12,142
Total amount of fees paid to insurance companyUSD $3,995
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,142
Amount paid for insurance broker fees3995
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameANCO INS SERVICES OF HOUSTON INC
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ02247
Policy instance 3
Insurance contract or identification numberGFZ02247
Number of Individuals Covered159
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $8,812
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,812
Insurance broker organization code?3
Insurance broker namePLUMHOFF & ASSOCIATES INCORPORATED
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberST-1359-3859
Policy instance 4
Insurance contract or identification numberST-1359-3859
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $9,702
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $97,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,702
Insurance broker organization code?3
Insurance broker namePLUMHOFF & ASSOCIATES, INC.
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberST-1359-3859
Policy instance 4
Insurance contract or identification numberST-1359-3859
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $10,661
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $106,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ02247
Policy instance 3
Insurance contract or identification numberGFZ02247
Number of Individuals Covered166
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $8,543
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $89,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered167
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $44,914
Total amount of fees paid to insurance companyUSD $61,583
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $184,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered260
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $10,131
Total amount of fees paid to insurance companyUSD $5,741
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00412181
Policy instance 1
Insurance contract or identification number00412181
Number of Individuals Covered216
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $10,507
Total amount of fees paid to insurance companyUSD $2,532
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number083027
Policy instance 2
Insurance contract or identification number083027
Number of Individuals Covered166
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $43,996
Total amount of fees paid to insurance companyUSD $55,945
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $126,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberST-0100-3859
Policy instance 4
Insurance contract or identification numberST-0100-3859
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $11,638
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $116,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ02247
Policy instance 3
Insurance contract or identification numberGFZ02247
Number of Individuals Covered152
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $8,722
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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