TEXAS MEDICAL ASSOCIATION INS WELFARE BENEFITS FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEXAS MEDICAL ASSOCIATION INS WELFARE BENEFITS PLA
401k plan membership statisitcs for TEXAS MEDICAL ASSOCIATION INS WELFARE BENEFITS PLA
Measure | Date | Value |
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2022 : TEXAS MEDICAL ASSOCIATION INS WELFARE BENEFITS PLA 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $13,501 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $12,021 |
Total income from all sources (including contributions) | 2022-12-31 | $245,883 |
Total of all expenses incurred | 2022-12-31 | $247,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $245,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $245,883 |
Value of total assets at end of year | 2022-12-31 | $56,869 |
Value of total assets at beginning of year | 2022-12-31 | $57,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,893 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $245,883 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,543 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $13,501 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $12,021 |
Administrative expenses (other) incurred | 2022-12-31 | $1,893 |
Total non interest bearing cash at end of year | 2022-12-31 | $54,326 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $57,230 |
Value of net income/loss | 2022-12-31 | $-1,841 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $43,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $45,209 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $245,831 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2022-12-31 | 946214841 |
2021 : TEXAS MEDICAL ASSOCIATION INS WELFARE BENEFITS PLA 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $12,021 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $8,113 |
Total income from all sources (including contributions) | 2021-12-31 | $216,001 |
Total of all expenses incurred | 2021-12-31 | $218,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $216,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $216,001 |
Value of total assets at end of year | 2021-12-31 | $57,230 |
Value of total assets at beginning of year | 2021-12-31 | $55,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,900 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $216,001 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $12,021 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $8,113 |
Administrative expenses (other) incurred | 2021-12-31 | $1,900 |
Total non interest bearing cash at end of year | 2021-12-31 | $57,230 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $55,538 |
Value of net income/loss | 2021-12-31 | $-2,216 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $45,209 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $47,425 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $216,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ARMANINO LLP |
Accountancy firm EIN | 2021-12-31 | 946214841 |
2020 : TEXAS MEDICAL ASSOCIATION INS WELFARE BENEFITS PLA 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $8,113 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $16,559 |
Total income from all sources (including contributions) | 2020-12-31 | $208,558 |
Total of all expenses incurred | 2020-12-31 | $210,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $208,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $208,558 |
Value of total assets at end of year | 2020-12-31 | $55,538 |
Value of total assets at beginning of year | 2020-12-31 | $65,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,863 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $208,558 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $8,113 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $16,559 |
Administrative expenses (other) incurred | 2020-12-31 | $1,863 |
Total non interest bearing cash at end of year | 2020-12-31 | $55,538 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $65,927 |
Value of net income/loss | 2020-12-31 | $-1,943 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $47,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $49,368 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $208,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | HOLTZMAN PARTNERS LLP |
Accountancy firm EIN | 2020-12-31 | 743121060 |
2019 : TEXAS MEDICAL ASSOCIATION INS WELFARE BENEFITS PLA 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,559 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,951 |
Total income from all sources (including contributions) | 2019-12-31 | $217,764 |
Total of all expenses incurred | 2019-12-31 | $219,902 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $217,805 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $217,764 |
Value of total assets at end of year | 2019-12-31 | $65,927 |
Value of total assets at beginning of year | 2019-12-31 | $55,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,097 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $217,764 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $16,559 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $3,951 |
Administrative expenses (other) incurred | 2019-12-31 | $2,097 |
Total non interest bearing cash at end of year | 2019-12-31 | $65,927 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $55,457 |
Value of net income/loss | 2019-12-31 | $-2,138 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $49,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $51,506 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $217,805 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | HOLTZMAN PARTNERS LLP |
Accountancy firm EIN | 2019-12-31 | 743121060 |
2018 : TEXAS MEDICAL ASSOCIATION INS WELFARE BENEFITS PLA 2018 401k financial data |
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Total transfer of assets to this plan | 2018-12-31 | $57,411 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,951 |
Total income from all sources (including contributions) | 2018-12-31 | $164,411 |
Total of all expenses incurred | 2018-12-31 | $170,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $168,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $164,411 |
Value of total assets at end of year | 2018-12-31 | $55,457 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,913 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $164,411 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $3,951 |
Administrative expenses (other) incurred | 2018-12-31 | $1,913 |
Total non interest bearing cash at end of year | 2018-12-31 | $55,457 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-5,905 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $51,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $168,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | HOLTZMANS PARTNERS LLP |
Accountancy firm EIN | 2018-12-31 | 743121060 |
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-2 |
Policy instance | 3 |
Insurance contract or identification number | 53133-2 | Number of Individuals Covered | 120 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,337 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-1 |
Policy instance | 2 |
Insurance contract or identification number | 53133-1 | Number of Individuals Covered | 210 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,781 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0158310 |
Policy instance | 1 |
Insurance contract or identification number | 0158310 | Number of Individuals Covered | 551 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $221,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0158310 |
Policy instance | 3 |
Insurance contract or identification number | 0158310 | Number of Individuals Covered | 405 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $197,108 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-2 |
Policy instance | 2 |
Insurance contract or identification number | 53133-2 | Number of Individuals Covered | 52 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,262 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-1 |
Policy instance | 1 |
Insurance contract or identification number | 53133-1 | Number of Individuals Covered | 143 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $18,249 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0158310 |
Policy instance | 3 |
Insurance contract or identification number | 0158310 | Number of Individuals Covered | 385 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $189,039 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-2 |
Policy instance | 2 |
Insurance contract or identification number | 53133-2 | Number of Individuals Covered | 46 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,256 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-1 |
Policy instance | 1 |
Insurance contract or identification number | 53133-1 | Number of Individuals Covered | 148 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,310 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0158310 |
Policy instance | 3 |
Insurance contract or identification number | 0158310 | Number of Individuals Covered | 404 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $194,503 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-2 |
Policy instance | 2 |
Insurance contract or identification number | 53133-2 | Number of Individuals Covered | 48 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,303 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-1 |
Policy instance | 1 |
Insurance contract or identification number | 53133-1 | Number of Individuals Covered | 158 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,611 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-02 |
Policy instance | 3 |
Insurance contract or identification number | 53133-02 | Number of Individuals Covered | 49 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,139 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 53133-01 |
Policy instance | 2 |
Insurance contract or identification number | 53133-01 | Number of Individuals Covered | 175 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,178 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0158310 |
Policy instance | 1 |
Insurance contract or identification number | 0158310 | Number of Individuals Covered | 311 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $145,086 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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