DALBY, WENDLAND & CO.,P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN
401k plan membership statisitcs for DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2022: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 65 |
| Total of all active and inactive participants | 2022-01-01 | 65 |
| 2021: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 61 |
| Total of all active and inactive participants | 2021-01-01 | 61 |
| 2020: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 61 |
| Total of all active and inactive participants | 2020-01-01 | 61 |
| 2019: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 60 |
| Total of all active and inactive participants | 2019-01-01 | 60 |
| 2018: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 70 |
| Total of all active and inactive participants | 2018-01-01 | 70 |
| 2017: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 69 |
| Total of all active and inactive participants | 2017-01-01 | 69 |
| 2016: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 76 |
| Total of all active and inactive participants | 2016-01-01 | 76 |
| 2015: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 78 |
| Total of all active and inactive participants | 2015-01-01 | 78 |
| 2014: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 77 |
| Total of all active and inactive participants | 2014-01-01 | 77 |
| 2013: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 67 |
| Total of all active and inactive participants | 2013-01-01 | 67 |
| 2012: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 61 |
| Total of all active and inactive participants | 2012-01-01 | 61 |
| 2011: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 62 |
| Total of all active and inactive participants | 2011-01-01 | 62 |
| 2009: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 72 |
| Measure | Date | Value |
|---|
| 2022 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $1,563,046 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,563,046 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,520,244 |
| Total contributions received or receivable from participants | 2022-12-31 | $240,800 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $792,780 |
| Net income (gross income less expenses) | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $529,466 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $42,802 |
| 2021 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $606,698 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $606,698 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $558,093 |
| Total contributions received or receivable from participants | 2021-12-31 | $207,398 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $88,638 |
| Net income (gross income less expenses) | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $310,662 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $48,605 |
| 2020 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $516,059 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $516,059 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $470,313 |
| Total contributions received or receivable from participants | 2020-12-31 | $188,864 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $90,620 |
| Net income (gross income less expenses) | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $236,575 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $45,746 |
| 2019 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $553,604 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $553,604 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $510,352 |
| Total contributions received or receivable from participants | 2019-12-31 | $194,676 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $27,427 |
| Net income (gross income less expenses) | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $331,501 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $43,252 |
| 2018 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $470,737 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $470,737 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $428,771 |
| Total contributions received or receivable from participants | 2018-12-31 | $185,700 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $52,770 |
| Net income (gross income less expenses) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $232,267 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $41,966 |
| 2017 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $628,136 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $628,136 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $568,602 |
| Total contributions received or receivable from participants | 2017-12-31 | $210,842 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $58,913 |
| Net income (gross income less expenses) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $358,381 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $59,534 |
| 2016 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $611,658 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $611,658 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $522,165 |
| Total contributions received or receivable from participants | 2016-12-31 | $228,259 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $79,117 |
| Net income (gross income less expenses) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $304,282 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $89,493 |
| 2015 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $927,077 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $927,077 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $845,186 |
| Total contributions received or receivable from participants | 2015-12-31 | $177,970 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $291,500 |
| Net income (gross income less expenses) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $457,607 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $81,891 |
| 2014 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $531,998 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $531,998 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $477,356 |
| Total contributions received or receivable from participants | 2014-12-31 | $130,596 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $121,106 |
| Net income (gross income less expenses) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $280,296 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $54,642 |
| 2013 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $532,618 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $532,618 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $499,411 |
| Total contributions received or receivable from participants | 2013-12-31 | $108,729 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $45,343 |
| Net income (gross income less expenses) | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $378,546 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $33,207 |
| 2012 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $355,652 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $355,653 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $332,026 |
| Total contributions received or receivable from participants | 2012-12-31 | $99,860 |
| Net income (gross income less expenses) | 2012-12-31 | $-1 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $255,792 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $23,627 |
| 2011 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $347,942 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $347,941 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $322,897 |
| Total contributions received or receivable from participants | 2011-12-31 | $112,801 |
| Net income (gross income less expenses) | 2011-12-31 | $1 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $235,141 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $25,044 |
| 2010 : DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $435,380 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $435,380 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $409,979 |
| Total contributions received or receivable from participants | 2010-12-31 | $109,489 |
| Net income (gross income less expenses) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $325,891 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25,401 |
| 2022: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: DALBY, WENDLAND & CO.,P.C. HEALTH & WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 ) |
| Policy contract number | 417005412854 |
| Policy instance | 1 |
| Insurance contract or identification number | 417005412854 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $26,826 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,826 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker organization code? | 3 |
|
| WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 ) |
| Policy contract number | 417005412854 |
| Policy instance | 1 |
| Insurance contract or identification number | 417005412854 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $26,350 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,350 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker organization code? | 3 |
|
| WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 ) |
| Policy contract number | 417005412854 |
| Policy instance | 1 |
| Insurance contract or identification number | 417005412854 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $24,310 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,310 | | Insurance broker organization code? | 3 |
|
| WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 ) |
| Policy contract number | 417005412854 |
| Policy instance | 1 |
| Insurance contract or identification number | 417005412854 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $26,690 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,690 | | Insurance broker organization code? | 3 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 417002412854 |
| Policy instance | 1 |
| Insurance contract or identification number | 417002412854 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $25,843 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,656 | | Insurance broker organization code? | 3 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 417002412854 |
| Policy instance | 1 |
| Insurance contract or identification number | 417002412854 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $27,959 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,444 | | Insurance broker organization code? | 3 | | Insurance broker name | NEIL GARING INC |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL19042 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL19042 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $21,888 | | Total amount of fees paid to insurance company | USD $3,720 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,888 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3720 | | Additional information about fees paid to insurance broker | NETWORK FEES | | Insurance broker name | CNIC HEALTH SOLUTIONS |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL19042 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL19042 | | Number of Individuals Covered | 77 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $24,429 | | Total amount of fees paid to insurance company | USD $4,163 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,429 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4163 | | Additional information about fees paid to insurance broker | NETWORK FEES | | Insurance broker name | CNIC HEALTH SOLUTIONS |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL19042 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL19042 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $34,387 | | Total amount of fees paid to insurance company | USD $4,124 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $171,929 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,387 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4124 | | Additional information about fees paid to insurance broker | OVERIDE | | Insurance broker name | CNIC HEALTH SOLUTIONS |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL19042 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL19042 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $27,398 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $136,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,398 | | Insurance broker organization code? | 3 | | Insurance broker name | NEIL GARING INSURANCE |
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| PERICO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85561 ) |
| Policy contract number | PX00591 |
| Policy instance | 1 |
| Insurance contract or identification number | PX00591 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $27,352 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $136,758 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PERICO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85561 ) |
| Policy contract number | PX00591 |
| Policy instance | 1 |
| Insurance contract or identification number | PX00591 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $26,860 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $134,285 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,860 | | Insurance broker organization code? | 3 | | Insurance broker name | NEIL GARING INSURANCE |
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