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ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 401k Plan overview

Plan NameST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN
Plan identification number 502

ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

ST VINCENT DE PAUL SOCIETY OF LANE COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST VINCENT DE PAUL SOCIETY OF LANE COUNTY, INC.
Employer identification number (EIN):930454786
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-10-01DEBORAH LIBERATI2023-04-05
5022021-10-01DEBORAH LIBERATI2023-03-24
5022020-10-01ALISHA CANTWELL2022-03-04
5022020-10-01DEBORAH LIBERATI2023-03-24
5022019-10-01ALISHA CANTWELL2021-06-18
5022019-10-01DEBORAH LIBERATI2023-03-24
5022018-10-01ALISHA CANTWELL2020-05-08
5022018-10-01DEBORAH LIBERATI2023-03-24
5022017-10-01ALISHA CANTWELL2019-07-09
5022016-10-01
5022015-10-01
5022014-10-01
5022013-10-01CHERYL OPPERMAN
5022012-10-01CHERYL OPPERMAN
5022011-10-01CHERYL OPPERMAN
5022010-10-01SHANNON DOLAN
5022009-10-01TONEY SCHINDLER
5022008-10-01TONEY SCHINDLER

Plan Statistics for ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN

401k plan membership statisitcs for ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN

Measure Date Value
2022: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01381
Total number of active participants reported on line 7a of the Form 55002022-10-01380
Number of retired or separated participants receiving benefits2022-10-015
Number of other retired or separated participants entitled to future benefits2022-10-016
Total of all active and inactive participants2022-10-01391
Number of employers contributing to the scheme2022-10-010
2021: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01371
Total number of active participants reported on line 7a of the Form 55002021-10-01340
Number of retired or separated participants receiving benefits2021-10-016
Number of other retired or separated participants entitled to future benefits2021-10-019
Total of all active and inactive participants2021-10-01355
Number of employers contributing to the scheme2021-10-010
2020: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01219
Total number of active participants reported on line 7a of the Form 55002020-10-01234
Number of retired or separated participants receiving benefits2020-10-011
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01235
Number of employers contributing to the scheme2020-10-010
2019: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01557
Total number of active participants reported on line 7a of the Form 55002019-10-01216
Number of retired or separated participants receiving benefits2019-10-013
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01219
Number of employers contributing to the scheme2019-10-010
2018: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01448
Total number of active participants reported on line 7a of the Form 55002018-10-01557
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-01557
Number of employers contributing to the scheme2018-10-010
2017: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01410
Total number of active participants reported on line 7a of the Form 55002017-10-01448
Total of all active and inactive participants2017-10-01448
Total participants2017-10-01448
2016: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01414
Total number of active participants reported on line 7a of the Form 55002016-10-01410
Total of all active and inactive participants2016-10-01410
Total participants2016-10-01410
2015: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01380
Total number of active participants reported on line 7a of the Form 55002015-10-01414
Total of all active and inactive participants2015-10-01414
Total participants2015-10-01414
2014: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01306
Total number of active participants reported on line 7a of the Form 55002014-10-01380
Total of all active and inactive participants2014-10-01380
Total participants2014-10-01380
2013: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01291
Total number of active participants reported on line 7a of the Form 55002013-10-01306
Total of all active and inactive participants2013-10-01306
2012: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01278
Total number of active participants reported on line 7a of the Form 55002012-10-01291
Total of all active and inactive participants2012-10-01291
2011: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01302
Total number of active participants reported on line 7a of the Form 55002011-10-01278
Total of all active and inactive participants2011-10-01278
2010: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01231
Total number of active participants reported on line 7a of the Form 55002010-10-01302
Total of all active and inactive participants2010-10-01302
2009: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01204
Total number of active participants reported on line 7a of the Form 55002009-10-01231
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-01231
Total participants2009-10-010
2008: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-01207
Total number of active participants reported on line 7a of the Form 55002008-10-01204
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-010
Total of all active and inactive participants2008-10-01204
Total participants2008-10-01204

Form 5500 Responses for ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN

2022: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – General assets of the sponsorYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – General assets of the sponsorYes
2021: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedYes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedYes
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – General assets of the sponsorYes
2017: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: ST. VINCENT DE PAUL MEDICAL, DENTAL, & LIFE INSURANCE BENEFIT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – InsuranceYes
2008-10-01Plan funding arrangement – General assets of the sponsorYes
2008-10-01Plan benefit arrangement – InsuranceYes
2008-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

RELIANT BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number15005565
Policy instance 3
Insurance contract or identification number15005565
Number of Individuals Covered380
Insurance policy start date2022-01-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
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
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number606551
Policy instance 2
Insurance contract or identification number606551
Number of Individuals Covered24
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $6,442
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $141,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,442
Amount paid for insurance broker fees0
Insurance broker organization code?3
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered224
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $47,652
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,588,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,652
Amount paid for insurance broker fees0
Insurance broker organization code?3
RELIANT BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number15005565
Policy instance 3
Insurance contract or identification number15005565
Number of Individuals Covered250
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $7,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number606551
Policy instance 2
Insurance contract or identification number606551
Number of Individuals Covered25
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $7,249
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $133,212
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,249
Amount paid for insurance broker fees0
Insurance broker organization code?3
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered257
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $51,156
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,900,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,156
Amount paid for insurance broker fees0
Insurance broker organization code?3
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered241
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $50,110
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,617,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,110
Amount paid for insurance broker fees0
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number606551
Policy instance 2
Insurance contract or identification number606551
Number of Individuals Covered27
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $5,811
Total amount of fees paid to insurance companyUSD $1,100
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $124,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,811
Amount paid for insurance broker fees1100
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number139696
Policy instance 2
Insurance contract or identification number139696
Number of Individuals Covered516
Insurance policy start date2019-10-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $137
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?No
Commission paid to Insurance BrokerUSD $137
Amount paid for insurance broker fees0
Insurance broker organization code?3
RELIANT BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number15005565
Policy instance 3
Insurance contract or identification number15005565
Number of Individuals Covered250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $7,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered351
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $47,104
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,918,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,104
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 number139696
Policy instance 2
Insurance contract or identification number139696
Number of Individuals Covered557
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,226
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?No
Commission paid to Insurance BrokerUSD $1,077
Amount paid for insurance broker fees0
Insurance broker organization code?3
RELIANT BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number15005565
Policy instance 3
Insurance contract or identification number15005565
Number of Individuals Covered250
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $7,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered311
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $49,686
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,674,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,686
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 number139696
Policy instance 2
Insurance contract or identification number139696
Number of Individuals Covered448
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $855
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered311
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $49,686
Health Insurance Welfare BenefitYes
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 number139696
Policy instance 2
Insurance contract or identification number139696
Number of Individuals Covered414
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $766
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $766
Insurance broker organization code?3
Insurance broker nameERIK FINROW
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered313
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $36,487
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,487
Insurance broker organization code?3
Insurance broker nameERIK FINROW
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered271
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $36,487
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,229,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,487
Insurance broker organization code?3
Insurance broker nameERIK FINROW
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number139696
Policy instance 2
Insurance contract or identification number139696
Number of Individuals Covered380
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $703
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $703
Insurance broker organization code?3
Insurance broker nameERIK FINROW
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number139696
Policy instance 2
Insurance contract or identification number139696
Number of Individuals Covered306
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $592
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $592
Insurance broker organization code?3
Insurance broker nameERIK FINROW
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 1
Insurance contract or identification number110396
Number of Individuals Covered271
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $36,251
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,197,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,009
Insurance broker organization code?3
Insurance broker nameBRIAN CORCORAN
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number139696
Policy instance 3
Insurance contract or identification number139696
Number of Individuals Covered291
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $587
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $542
Insurance broker organization code?3
Insurance broker nameWARD INSURANCE AGCY LLC
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number110396
Policy instance 2
Insurance contract or identification number110396
Number of Individuals Covered275
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $32,389
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,236,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,416
Insurance broker organization code?3
Insurance broker nameERIK FINROW
PACIFICSOURCE HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 54976 )
Policy contract numberG0016774
Policy instance 1
Insurance contract or identification numberG0016774
Number of Individuals Covered0
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $2,864
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-5,832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,864
Insurance broker organization code?3
Insurance broker nameBRIAN CORCORAN
PACIFICSOURCE HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 54976 )
Policy contract numberG0016774
Policy instance 1
Insurance contract or identification numberG0016774
Number of Individuals Covered221
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $32,441
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,130,095
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 number139696
Policy instance 2
Insurance contract or identification number139696
Number of Individuals Covered278
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $554
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFICSOURCE HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 54976 )
Policy contract numberG0016774
Policy instance 3
Insurance contract or identification numberG0016774
Number of Individuals Covered255
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $6,237
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFICSOURCE HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 54976 )
Policy contract numberG0016774
Policy instance 1
Insurance contract or identification numberG0016774
Number of Individuals Covered225
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $15,599
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,135,307
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 number139696
Policy instance 2
Insurance contract or identification number139696
Number of Individuals Covered302
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $570
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFICSOURCE HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 54976 )
Policy contract numberG0016774
Policy instance 3
Insurance contract or identification numberG0016774
Number of Individuals Covered269
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $6,275
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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