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KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 401k Plan overview

Plan NameKAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN
Plan identification number 501

KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    KAHANE & ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

    Company Name:KAHANE & ASSOCIATES, P.A.
    Employer identification number (EIN):800113554
    NAIC Classification:541110
    NAIC Description:Offices of Lawyers

    Additional information about KAHANE & ASSOCIATES, P.A.

    Jurisdiction of Incorporation: Florida Department of State Division of Corporations
    Incorporation Date: 2004-06-25
    Company Identification Number: P04000097126
    Legal Registered Office Address: 8201 PETERS RD. SUITE 3000

    PLANTATION

    33324

    More information about KAHANE & ASSOCIATES, P.A.

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    5012018-08-01
    5012017-08-01ROBERT S KAHANE
    5012016-08-01ROBERT S KAHANE
    5012015-08-01ROBERT S KAHANE
    5012014-08-01ROBERT S KAHANE
    5012013-08-01ROBERT S KAHANE
    5012012-08-01ROBERT S KAHANE
    5012011-08-01ROBERT S KAHANE
    5012009-08-01ROBERT S KAHANE

    Plan Statistics for KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN

    401k plan membership statisitcs for KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN

    Measure Date Value
    2018: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2018 401k membership
    Total participants, beginning-of-year2018-08-0161
    Total number of active participants reported on line 7a of the Form 55002018-08-0164
    Total of all active and inactive participants2018-08-0164
    2017: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2017 401k membership
    Total participants, beginning-of-year2017-08-0199
    Total number of active participants reported on line 7a of the Form 55002017-08-0161
    Total of all active and inactive participants2017-08-0161
    2016: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2016 401k membership
    Total participants, beginning-of-year2016-08-01134
    Total number of active participants reported on line 7a of the Form 55002016-08-0199
    Total of all active and inactive participants2016-08-0199
    2015: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2015 401k membership
    Total participants, beginning-of-year2015-08-01188
    Total number of active participants reported on line 7a of the Form 55002015-08-01134
    Total of all active and inactive participants2015-08-01134
    2014: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2014 401k membership
    Total participants, beginning-of-year2014-08-01199
    Total number of active participants reported on line 7a of the Form 55002014-08-01188
    Total of all active and inactive participants2014-08-01188
    2013: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2013 401k membership
    Total participants, beginning-of-year2013-08-01276
    Total number of active participants reported on line 7a of the Form 55002013-08-01199
    Number of retired or separated participants receiving benefits2013-08-010
    Number of other retired or separated participants entitled to future benefits2013-08-010
    Total of all active and inactive participants2013-08-01199
    2012: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2012 401k membership
    Total participants, beginning-of-year2012-08-01248
    Total number of active participants reported on line 7a of the Form 55002012-08-01276
    Number of retired or separated participants receiving benefits2012-08-010
    Number of other retired or separated participants entitled to future benefits2012-08-010
    Total of all active and inactive participants2012-08-01276
    2011: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2011 401k membership
    Total participants, beginning-of-year2011-08-01323
    Total number of active participants reported on line 7a of the Form 55002011-08-01248
    Number of retired or separated participants receiving benefits2011-08-010
    Number of other retired or separated participants entitled to future benefits2011-08-010
    Total of all active and inactive participants2011-08-01248
    2009: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2009 401k membership
    Total participants, beginning-of-year2009-08-01292
    Total number of active participants reported on line 7a of the Form 55002009-08-01246
    Number of retired or separated participants receiving benefits2009-08-010
    Number of other retired or separated participants entitled to future benefits2009-08-010
    Total of all active and inactive participants2009-08-01246

    Form 5500 Responses for KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN

    2018: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2018 form 5500 responses
    2018-08-01Type of plan entitySingle employer plan
    2018-08-01Submission has been amendedNo
    2018-08-01This submission is the final filingNo
    2018-08-01This return/report is a short plan year return/report (less than 12 months)No
    2018-08-01Plan is a collectively bargained planNo
    2018-08-01Plan funding arrangement – InsuranceYes
    2018-08-01Plan funding arrangement – General assets of the sponsorYes
    2018-08-01Plan benefit arrangement – InsuranceYes
    2018-08-01Plan benefit arrangement – General assets of the sponsorYes
    2017: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2017 form 5500 responses
    2017-08-01Type of plan entitySingle employer plan
    2017-08-01Submission has been amendedNo
    2017-08-01This submission is the final filingNo
    2017-08-01This return/report is a short plan year return/report (less than 12 months)No
    2017-08-01Plan is a collectively bargained planNo
    2017-08-01Plan funding arrangement – InsuranceYes
    2017-08-01Plan funding arrangement – General assets of the sponsorYes
    2017-08-01Plan benefit arrangement – InsuranceYes
    2017-08-01Plan benefit arrangement – General assets of the sponsorYes
    2016: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2016 form 5500 responses
    2016-08-01Type of plan entitySingle employer plan
    2016-08-01Submission has been amendedNo
    2016-08-01This submission is the final filingNo
    2016-08-01This return/report is a short plan year return/report (less than 12 months)No
    2016-08-01Plan is a collectively bargained planNo
    2016-08-01Plan funding arrangement – InsuranceYes
    2016-08-01Plan funding arrangement – General assets of the sponsorYes
    2016-08-01Plan benefit arrangement – InsuranceYes
    2016-08-01Plan benefit arrangement – General assets of the sponsorYes
    2015: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2015 form 5500 responses
    2015-08-01Type of plan entitySingle employer plan
    2015-08-01Submission has been amendedNo
    2015-08-01This submission is the final filingNo
    2015-08-01This return/report is a short plan year return/report (less than 12 months)No
    2015-08-01Plan is a collectively bargained planNo
    2015-08-01Plan funding arrangement – InsuranceYes
    2015-08-01Plan funding arrangement – General assets of the sponsorYes
    2015-08-01Plan benefit arrangement – InsuranceYes
    2015-08-01Plan benefit arrangement – General assets of the sponsorYes
    2014: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2014 form 5500 responses
    2014-08-01Type of plan entitySingle employer plan
    2014-08-01Submission has been amendedNo
    2014-08-01This submission is the final filingNo
    2014-08-01This return/report is a short plan year return/report (less than 12 months)No
    2014-08-01Plan is a collectively bargained planNo
    2014-08-01Plan funding arrangement – InsuranceYes
    2014-08-01Plan funding arrangement – General assets of the sponsorYes
    2014-08-01Plan benefit arrangement – InsuranceYes
    2014-08-01Plan benefit arrangement – General assets of the sponsorYes
    2013: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2013 form 5500 responses
    2013-08-01Type of plan entitySingle employer plan
    2013-08-01Submission has been amendedNo
    2013-08-01This submission is the final filingNo
    2013-08-01This return/report is a short plan year return/report (less than 12 months)No
    2013-08-01Plan is a collectively bargained planNo
    2013-08-01Plan funding arrangement – InsuranceYes
    2013-08-01Plan funding arrangement – General assets of the sponsorYes
    2013-08-01Plan benefit arrangement – InsuranceYes
    2013-08-01Plan benefit arrangement – General assets of the sponsorYes
    2012: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2012 form 5500 responses
    2012-08-01Type of plan entitySingle employer plan
    2012-08-01Submission has been amendedNo
    2012-08-01This submission is the final filingNo
    2012-08-01This return/report is a short plan year return/report (less than 12 months)No
    2012-08-01Plan is a collectively bargained planNo
    2012-08-01Plan funding arrangement – InsuranceYes
    2012-08-01Plan funding arrangement – General assets of the sponsorYes
    2012-08-01Plan benefit arrangement – InsuranceYes
    2012-08-01Plan benefit arrangement – General assets of the sponsorYes
    2011: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2011 form 5500 responses
    2011-08-01Type of plan entitySingle employer plan
    2011-08-01Submission has been amendedNo
    2011-08-01This submission is the final filingNo
    2011-08-01This return/report is a short plan year return/report (less than 12 months)No
    2011-08-01Plan is a collectively bargained planNo
    2011-08-01Plan funding arrangement – InsuranceYes
    2011-08-01Plan funding arrangement – General assets of the sponsorYes
    2011-08-01Plan benefit arrangement – InsuranceYes
    2011-08-01Plan benefit arrangement – General assets of the sponsorYes
    2009: KAHANE & ASSOCIATES, P.A. HEALTH & WELFARE PLAN 2009 form 5500 responses
    2009-08-01Type of plan entitySingle employer plan
    2009-08-01First time form 5500 has been submittedYes
    2009-08-01Submission has been amendedNo
    2009-08-01This submission is the final filingNo
    2009-08-01This return/report is a short plan year return/report (less than 12 months)No
    2009-08-01Plan is a collectively bargained planNo
    2009-08-01Plan funding arrangement – InsuranceYes
    2009-08-01Plan funding arrangement – General assets of the sponsorYes
    2009-08-01Plan benefit arrangement – InsuranceYes
    2009-08-01Plan benefit arrangement – General assets of the sponsorYes

    Insurance Providers Used on plan

    COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 )
    Policy contract number775742
    Policy instance 11
    Insurance contract or identification number775742
    Number of Individuals Covered20
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $117
    Total amount of fees paid to insurance companyUSD $190
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $5,254
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $117
    Amount paid for insurance broker fees190
    Additional information about fees paid to insurance brokerBONUS
    Insurance broker organization code?3
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
    Policy contract number10238528
    Policy instance 10
    Insurance contract or identification number10238528
    Number of Individuals Covered64
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $121
    Total amount of fees paid to insurance companyUSD $47
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedAD&D
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $1,208
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $121
    Amount paid for insurance broker fees47
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
    Policy contract number775742
    Policy instance 9
    Insurance contract or identification number775742
    Number of Individuals Covered50
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $2,546
    Total amount of fees paid to insurance companyUSD $449
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitYes
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $65,895
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,546
    Amount paid for insurance broker fees449
    Additional information about fees paid to insurance brokerBONUS
    Insurance broker organization code?3
    TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
    Policy contract number0306500000
    Policy instance 7
    Insurance contract or identification number0306500000
    Number of Individuals Covered26
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $2,281
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $11,375
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,597
    Insurance broker organization code?3
    TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
    Policy contract number0306500000
    Policy instance 8
    Insurance contract or identification number0306500000
    Number of Individuals Covered1
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $16
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $317
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $11
    Insurance broker organization code?3
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
    Policy contract number10238529
    Policy instance 6
    Insurance contract or identification number10238529
    Number of Individuals Covered64
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $1,241
    Total amount of fees paid to insurance companyUSD $443
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $12,406
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,241
    Amount paid for insurance broker fees443
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
    Policy contract number0306500000
    Policy instance 5
    Insurance contract or identification number0306500000
    Number of Individuals Covered6
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $619
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $2,655
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $431
    Insurance broker organization code?3
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
    Policy contract number400238531
    Policy instance 4
    Insurance contract or identification number400238531
    Number of Individuals Covered20
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $786
    Total amount of fees paid to insurance companyUSD $328
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $7,856
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $786
    Amount paid for insurance broker fees328
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
    Policy contract number2Y1432
    Policy instance 3
    Insurance contract or identification number2Y1432
    Number of Individuals Covered90
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $22,709
    Total amount of fees paid to insurance companyUSD $4,471
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $454,434
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $22,709
    Amount paid for insurance broker fees4471
    Additional information about fees paid to insurance brokerBONUS
    Insurance broker organization code?3
    AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
    Policy contract number13129
    Policy instance 2
    Insurance contract or identification number13129
    Number of Individuals Covered10
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $718
    Total amount of fees paid to insurance companyUSD $15
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Commission paid to Insurance BrokerUSD $527
    Insurance broker organization code?3
    Amount paid for insurance broker fees15
    Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
    Policy contract number10238530
    Policy instance 1
    Insurance contract or identification number10238530
    Number of Individuals Covered24
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $764
    Total amount of fees paid to insurance companyUSD $273
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $7,637
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $764
    Amount paid for insurance broker fees273
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
    Policy contract number775742
    Policy instance 4
    Insurance contract or identification number775742
    Number of Individuals Covered50
    Insurance policy start date2017-01-01
    Insurance policy end date2017-12-31
    Total amount of commissions paid to insurance brokerUSD $3,161
    Total amount of fees paid to insurance companyUSD $1,768
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitYes
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $32,092
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
    Policy contract number238970
    Policy instance 3
    Insurance contract or identification number238970
    Number of Individuals Covered61
    Insurance policy start date2017-01-01
    Insurance policy end date2017-12-31
    Total amount of commissions paid to insurance brokerUSD $5,887
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedAD&D
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $39,249
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 )
    Policy contract number775742
    Policy instance 2
    Insurance contract or identification number775742
    Number of Individuals Covered21
    Insurance policy start date2017-01-01
    Insurance policy end date2017-12-31
    Total amount of commissions paid to insurance brokerUSD $603
    Total amount of fees paid to insurance companyUSD $438
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $6,026
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
    Policy contract number775742
    Policy instance 1
    Insurance contract or identification number775742
    Number of Individuals Covered65
    Insurance policy start date2017-01-01
    Insurance policy end date2017-12-31
    Total amount of commissions paid to insurance brokerUSD $28,709
    Total amount of fees paid to insurance companyUSD $239
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $489,916

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