MONTANA BUILDING INDUSTRY ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONTANA BUILDING INDUSTRY ASSOCIATION GROUP BENEFITS TRUST
401k plan membership statisitcs for MONTANA BUILDING INDUSTRY ASSOCIATION GROUP BENEFITS TRUST
| Measure | Date | Value |
|---|
| 2014 : MONTANA BUILDING INDUSTRY ASSOCIATION GROUP BENEFITS TRUST 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $26,549 |
| Total income from all sources (including contributions) | 2014-12-31 | $257,838 |
| Total of all expenses incurred | 2014-12-31 | $262,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $251,683 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $257,029 |
| Value of total assets at end of year | 2014-12-31 | $57,097 |
| Value of total assets at beginning of year | 2014-12-31 | $88,037 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $10,546 |
| Total interest from all sources | 2014-12-31 | $7 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $5,352 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Other income not declared elsewhere | 2014-12-31 | $802 |
| Administrative expenses (other) incurred | 2014-12-31 | $3,311 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $26,549 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-4,391 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $57,097 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $61,488 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $57,097 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $87,479 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $87,479 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $7 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $251,683 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $257,029 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $558 |
| Contract administrator fees | 2014-12-31 | $1,883 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | DOUGLAS WILSON & CO PC |
| Accountancy firm EIN | 2014-12-31 | 810446334 |
| 2013 : MONTANA BUILDING INDUSTRY ASSOCIATION GROUP BENEFITS TRUST 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $26,549 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $16,009 |
| Total income from all sources (including contributions) | 2013-12-31 | $587,581 |
| Total of all expenses incurred | 2013-12-31 | $608,513 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $594,243 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $587,572 |
| Value of total assets at end of year | 2013-12-31 | $88,037 |
| Value of total assets at beginning of year | 2013-12-31 | $98,429 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,270 |
| Total interest from all sources | 2013-12-31 | $9 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $5,040 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Administrative expenses (other) incurred | 2013-12-31 | $4,820 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $26,549 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $16,009 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-20,932 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $61,488 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $82,420 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $87,479 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $98,429 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $98,429 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $9 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $594,243 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $587,572 |
| Employer contributions (assets) at end of year | 2013-12-31 | $558 |
| Contract administrator fees | 2013-12-31 | $4,410 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | DOUGLAS WILSON & CO PC |
| Accountancy firm EIN | 2013-12-31 | 810446334 |
| 2012 : MONTANA BUILDING INDUSTRY ASSOCIATION GROUP BENEFITS TRUST 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $16,009 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $23,474 |
| Total income from all sources (including contributions) | 2012-12-31 | $577,510 |
| Total of all expenses incurred | 2012-12-31 | $579,030 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $563,646 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $577,499 |
| Value of total assets at end of year | 2012-12-31 | $98,429 |
| Value of total assets at beginning of year | 2012-12-31 | $107,414 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,384 |
| Total interest from all sources | 2012-12-31 | $11 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $1,015 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $9,875 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $16,009 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $23,474 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-1,520 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $82,420 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $83,940 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $98,429 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $106,934 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $106,934 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $11 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $563,646 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $577,499 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $480 |
| Contract administrator fees | 2012-12-31 | $4,494 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | DOUGLAS WILSON & CO |
| Accountancy firm EIN | 2012-12-31 | 810446334 |
| 2011 : MONTANA BUILDING INDUSTRY ASSOCIATION GROUP BENEFITS TRUST 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $23,474 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $882 |
| Total income from all sources (including contributions) | 2011-12-31 | $578,880 |
| Total of all expenses incurred | 2011-12-31 | $589,934 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $572,496 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $578,839 |
| Value of total assets at end of year | 2011-12-31 | $106,934 |
| Value of total assets at beginning of year | 2011-12-31 | $95,876 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $17,438 |
| Total interest from all sources | 2011-12-31 | $41 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $4,100 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Administrative expenses (other) incurred | 2011-12-31 | $8,343 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $23,474 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $882 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-11,054 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $83,460 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $94,994 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $106,934 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $95,876 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $95,876 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $41 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $572,496 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $578,839 |
| Contract administrator fees | 2011-12-31 | $4,995 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | DOUGLAS WILSON & CO PC |
| Accountancy firm EIN | 2011-12-31 | 810446334 |
| 2010 : MONTANA BUILDING INDUSTRY ASSOCIATION GROUP BENEFITS TRUST 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $882 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $24,057 |
| Total income from all sources (including contributions) | 2010-12-31 | $516,681 |
| Total of all expenses incurred | 2010-12-31 | $512,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $497,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $516,624 |
| Value of total assets at end of year | 2010-12-31 | $95,876 |
| Value of total assets at beginning of year | 2010-12-31 | $114,440 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $14,775 |
| Total interest from all sources | 2010-12-31 | $57 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $4,000 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Administrative expenses (other) incurred | 2010-12-31 | $5,952 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $882 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $24,057 |
| Total non interest bearing cash at end of year | 2010-12-31 | $95,876 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $114,440 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $4,611 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $94,994 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $90,383 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $57 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $497,295 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $516,624 |
| Contract administrator fees | 2010-12-31 | $4,823 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | DOUGLAS WILSON & CO PC |
| Accountancy firm EIN | 2010-12-31 | 810446334 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12193879-HB0054 |
| Policy instance | 1 |
| Insurance contract or identification number | 12193879-HB0054 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $336 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,344 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $202 | | Insurance broker organization code? | 3 | | Insurance broker name | JIM EDWARDS |
|
| BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 ) |
| Policy contract number | X59835 |
| Policy instance | 2 |
| Insurance contract or identification number | X59835 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $16,350 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,877 | | Insurance broker organization code? | 3 | | Insurance broker name | PEAK 1 ADMINISTRATION, LLC |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12193879-HB0054 |
| Policy instance | 1 |
| Insurance contract or identification number | 12193879-HB0054 | | Number of Individuals Covered | 113 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $54 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,401 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54 | | Insurance broker organization code? | 4 | | Insurance broker name | PEAK1 ADMINISTRATION |
|
| BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 ) |
| Policy contract number | X59835 |
| Policy instance | 2 |
| Insurance contract or identification number | X59835 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $28,459 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,892 | | Insurance broker organization code? | 3 | | Insurance broker name | AMY WILCOX |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12193879-HB0054 |
| Policy instance | 1 |
| Insurance contract or identification number | 12193879-HB0054 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $820 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,279 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $492 | | Insurance broker name | JIM EDWARDS MTN WEST BENEFITS SOLUT |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 126015 |
| Policy instance | 2 |
| Insurance contract or identification number | 126015 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $579 | | Total amount of fees paid to insurance company | USD $36 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,894 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $579 | | Amount paid for insurance broker fees | 36 | | Insurance broker organization code? | 3 | | Insurance broker name | PEAK ADMINISTRATORS |
|
| BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 ) |
| Policy contract number | X59835 |
| Policy instance | 3 |
| Insurance contract or identification number | X59835 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $27,782 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,573 | | Insurance broker organization code? | 3 | | Insurance broker name | INSURANCE COORDINATORS OF MT |
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 126015 |
| Policy instance | 3 |
| Insurance contract or identification number | 126015 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,467 | | Total amount of fees paid to insurance company | USD $81 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 101 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 ) |
| Policy contract number | X59835 |
| Policy instance | 4 |
| Insurance contract or identification number | X59835 | | Number of Individuals Covered | 107 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $26,670 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000126015 |
| Policy instance | 3 |
| Insurance contract or identification number | 000000126015 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,367 | | Total amount of fees paid to insurance company | USD $68 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 ) |
| Policy contract number | X59835 |
| Policy instance | 4 |
| Insurance contract or identification number | X59835 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $12,848 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 113 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $797 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW WEST HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 95829 ) |
| Policy contract number | NMBI |
| Policy instance | 1 |
| Insurance contract or identification number | NMBI | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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