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VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 401k Plan overview

Plan NameVALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD
Plan identification number 504

VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

VALLEY WIDE HEALTH SYSTEMS, INC has sponsored the creation of one or more 401k plans.

Company Name:VALLEY WIDE HEALTH SYSTEMS, INC
Employer identification number (EIN):840706945
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about VALLEY WIDE HEALTH SYSTEMS, INC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1976-03-26
Company Identification Number: 19871300147
Legal Registered Office Address: 128 Market St

Alamosa
United States of America (USA)
81101

More information about VALLEY WIDE HEALTH SYSTEMS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042021-08-01ALIFONSO BAROZ2022-10-11
5042021-08-01MARINA WILLIAMS2024-03-19 MARINA WILLIAMS2024-03-19
5042020-08-01ALIFONSO BAROZ2021-12-07
5042019-08-01ALIFONSO BAROZ2020-12-07
5042018-08-01ALIFONSO BAROZ2020-05-06
5042017-08-01ALIFONSO BAROZ2019-07-08
5042016-08-01ALIFONSO BAROZ2019-07-08
5042015-08-01ALIFONSO BAROZ2019-07-08
5042014-08-01
5042013-08-01
5042012-08-01
5042011-08-01
5042010-08-01
5042009-08-01
5042008-08-01
5042007-08-01
5042006-08-01
5042005-08-01

Plan Statistics for VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD

401k plan membership statisitcs for VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD

Measure Date Value
2021: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2021 401k membership
Total participants, beginning-of-year2021-08-01327
Total number of active participants reported on line 7a of the Form 55002021-08-01318
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-01318
Number of employers contributing to the scheme2021-08-010
2020: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2020 401k membership
Total participants, beginning-of-year2020-08-01352
Total number of active participants reported on line 7a of the Form 55002020-08-01363
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-01363
Number of employers contributing to the scheme2020-08-010
2019: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2019 401k membership
Total participants, beginning-of-year2019-08-01304
Total number of active participants reported on line 7a of the Form 55002019-08-01532
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-01532
Number of employers contributing to the scheme2019-08-010
2018: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2018 401k membership
Total participants, beginning-of-year2018-08-01303
Total number of active participants reported on line 7a of the Form 55002018-08-01304
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-01304
Number of employers contributing to the scheme2018-08-010
2017: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2017 401k membership
Total participants, beginning-of-year2017-08-01360
Total number of active participants reported on line 7a of the Form 55002017-08-01306
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-01306
Number of employers contributing to the scheme2017-08-010
2016: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2016 401k membership
Total participants, beginning-of-year2016-08-01347
Total number of active participants reported on line 7a of the Form 55002016-08-01360
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-01360
Number of employers contributing to the scheme2016-08-010
2015: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2015 401k membership
Total participants, beginning-of-year2015-08-01334
Total number of active participants reported on line 7a of the Form 55002015-08-01347
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-01347
Number of employers contributing to the scheme2015-08-010
2014: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2014 401k membership
Total participants, beginning-of-year2014-08-01312
Total number of active participants reported on line 7a of the Form 55002014-08-01334
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-01334
Number of employers contributing to the scheme2014-08-010
2013: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2013 401k membership
Total participants, beginning-of-year2013-08-01294
Total number of active participants reported on line 7a of the Form 55002013-08-01312
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 participants2013-08-01312
Number of employers contributing to the scheme2013-08-010
2012: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2012 401k membership
Total participants, beginning-of-year2012-08-01287
Total number of active participants reported on line 7a of the Form 55002012-08-01294
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 participants2012-08-01294
Number of employers contributing to the scheme2012-08-010
2011: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2011 401k membership
Total participants, beginning-of-year2011-08-01241
Total number of active participants reported on line 7a of the Form 55002011-08-01287
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 participants2011-08-01287
Number of employers contributing to the scheme2011-08-010
2010: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2010 401k membership
Total participants, beginning-of-year2010-08-01239
Total number of active participants reported on line 7a of the Form 55002010-08-01241
Number of retired or separated participants receiving benefits2010-08-010
Number of other retired or separated participants entitled to future benefits2010-08-010
Total of all active and inactive participants2010-08-01241
Number of employers contributing to the scheme2010-08-010
2009: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2009 401k membership
Total participants, beginning-of-year2009-08-01232
Total number of active participants reported on line 7a of the Form 55002009-08-01239
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 participants2009-08-01239
Number of employers contributing to the scheme2009-08-010
2008: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2008 401k membership
Total participants, beginning-of-year2008-08-01215
Total number of active participants reported on line 7a of the Form 55002008-08-01232
Number of retired or separated participants receiving benefits2008-08-010
Number of other retired or separated participants entitled to future benefits2008-08-010
Total of all active and inactive participants2008-08-01232
Number of employers contributing to the scheme2008-08-010
2007: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2007 401k membership
Total participants, beginning-of-year2007-08-01204
Total number of active participants reported on line 7a of the Form 55002007-08-01215
Number of retired or separated participants receiving benefits2007-08-010
Number of other retired or separated participants entitled to future benefits2007-08-010
Total of all active and inactive participants2007-08-01215
Number of employers contributing to the scheme2007-08-010
2006: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2006 401k membership
Total participants, beginning-of-year2006-08-01219
Total number of active participants reported on line 7a of the Form 55002006-08-01204
Number of retired or separated participants receiving benefits2006-08-010
Number of other retired or separated participants entitled to future benefits2006-08-010
Total of all active and inactive participants2006-08-01204
Number of employers contributing to the scheme2006-08-010
2005: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2005 401k membership
Total participants, beginning-of-year2005-08-01221
Total number of active participants reported on line 7a of the Form 55002005-08-01219
Number of retired or separated participants receiving benefits2005-08-010
Number of other retired or separated participants entitled to future benefits2005-08-010
Total of all active and inactive participants2005-08-01219
Number of employers contributing to the scheme2005-08-010

Form 5500 Responses for VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD

2021: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedYes
2021-08-01This submission is the final filingYes
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2010: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – InsuranceYes
2009: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes
2008: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2008 form 5500 responses
2008-08-01Type of plan entitySingle employer plan
2008-08-01Plan funding arrangement – InsuranceYes
2008-08-01Plan benefit arrangement – InsuranceYes
2007: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2007 form 5500 responses
2007-08-01Type of plan entitySingle employer plan
2007-08-01Plan funding arrangement – InsuranceYes
2007-08-01Plan benefit arrangement – InsuranceYes
2006: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2006 form 5500 responses
2006-08-01Type of plan entitySingle employer plan
2006-08-01Plan funding arrangement – InsuranceYes
2006-08-01Plan benefit arrangement – InsuranceYes
2005: VALLEY WIDE HEALTH SYSTEMS, INC LIFE, STD, LTD, ADD 2005 form 5500 responses
2005-08-01Type of plan entitySingle employer plan
2005-08-01First time form 5500 has been submittedYes
2005-08-01Plan funding arrangement – InsuranceYes
2005-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number758028
Policy instance 1
Insurance contract or identification number758028
Number of Individuals Covered531
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $25,490
Total amount of fees paid to insurance companyUSD $2,042
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,826
Amount paid for insurance broker fees2042
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
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
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 $316,588
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number758028
Policy instance 1
Insurance contract or identification number758028
Number of Individuals Covered583
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $23,894
Total amount of fees paid to insurance companyUSD $2,480
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,985
Amount paid for insurance broker fees2480
Additional information about fees paid to insurance brokerCONTINGGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number758028
Policy instance 1
Insurance contract or identification number758028
Number of Individuals Covered532
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $25,515
Total amount of fees paid to insurance companyUSD $0
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,280
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number910701
Policy instance 1
Insurance contract or identification number910701
Number of Individuals Covered304
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number910918
Policy instance 2
Insurance contract or identification number910918
Number of Individuals Covered304
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number910701
Policy instance 1
Insurance contract or identification number910701
Number of Individuals Covered306
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $37,656
Total amount of fees paid to insurance companyUSD $9,671
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $269,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered334
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $11,468
Total amount of fees paid to insurance companyUSD $2,235
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,468
Amount paid for insurance broker fees2235
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered312
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $11,073
Total amount of fees paid to insurance companyUSD $2,030
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,073
Amount paid for insurance broker fees2030
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered294
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $10,640
Total amount of fees paid to insurance companyUSD $1,571
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,640
Amount paid for insurance broker fees1571
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered287
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $11,059
Total amount of fees paid to insurance companyUSD $1,385
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,059
Amount paid for insurance broker fees1385
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered241
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $8,218
Total amount of fees paid to insurance companyUSD $1,385
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,218
Amount paid for insurance broker fees1385
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered239
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $6,952
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,952
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered232
Insurance policy start date2008-08-01
Insurance policy end date2009-07-31
Total amount of commissions paid to insurance brokerUSD $9,815
Total amount of fees paid to insurance companyUSD $2,277
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,815
Amount paid for insurance broker fees2277
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered215
Insurance policy start date2007-08-01
Insurance policy end date2008-07-31
Total amount of commissions paid to insurance brokerUSD $8,814
Total amount of fees paid to insurance companyUSD $1,491
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,814
Amount paid for insurance broker fees1491
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered204
Insurance policy start date2006-08-01
Insurance policy end date2007-07-31
Total amount of commissions paid to insurance brokerUSD $8,828
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,828
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number448693
Policy instance 1
Insurance contract or identification number448693
Number of Individuals Covered219
Insurance policy start date2005-08-01
Insurance policy end date2006-07-31
Total amount of commissions paid to insurance brokerUSD $10,770
Total amount of fees paid to insurance companyUSD $5,089
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,770
Amount paid for insurance broker fees5089
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3

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