RESERS FINE FOODS, INC. has sponsored the creation of one or more 401k plans.
Additional information about RESERS FINE FOODS, INC.
Submission information for form 5500 for 401k plan RESERS FINE FOODS, INC.
401k plan membership statisitcs for RESERS FINE FOODS, INC.
Measure | Date | Value |
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2022: RESERS FINE FOODS, INC. 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 3,397 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,581 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 3,581 |
2021: RESERS FINE FOODS, INC. 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3,605 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,397 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 3,397 |
2020: RESERS FINE FOODS, INC. 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3,158 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,784 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 735 |
Total of all active and inactive participants | 2020-01-01 | 4,527 |
2019: RESERS FINE FOODS, INC. 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3,898 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,158 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 14 |
Total of all active and inactive participants | 2019-01-01 | 3,185 |
2018: RESERS FINE FOODS, INC. 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3,210 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3,888 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 218 |
Total of all active and inactive participants | 2018-01-01 | 4,116 |
2017: RESERS FINE FOODS, INC. 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3,345 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,811 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 258 |
Total of all active and inactive participants | 2017-01-01 | 3,081 |
2016: RESERS FINE FOODS, INC. 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3,270 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,345 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 3,345 |
2015: RESERS FINE FOODS, INC. 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2,926 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3,012 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 3,028 |
2014: RESERS FINE FOODS, INC. 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2,266 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,886 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2,886 |
2013: RESERS FINE FOODS, INC. 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2,911 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,266 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 23 |
Total of all active and inactive participants | 2013-01-01 | 2,289 |
2012: RESERS FINE FOODS, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2,687 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,659 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 15 |
Total of all active and inactive participants | 2012-01-01 | 2,674 |
2011: RESERS FINE FOODS, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2,400 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,687 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 10 |
Total of all active and inactive participants | 2011-01-01 | 2,697 |
2009: RESERS FINE FOODS, INC. 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1,765 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,060 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 29 |
Total of all active and inactive participants | 2009-01-01 | 2,097 |
Total participants | 2009-01-01 | 2,097 |
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 2 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 979 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $72,325 | Total amount of fees paid to insurance company | USD $9,041 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $452,031 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $67,805 | Amount paid for insurance broker fees | 9041 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 |
|
CASCADE CENTERS INC. (National Association of Insurance Commissioners NAIC id number: 62133 ) |
Policy contract number | RESERS |
Policy instance | 6 |
Insurance contract or identification number | RESERS | Number of Individuals Covered | 3581 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $42,113 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 0008460853 |
Policy instance | 5 |
Insurance contract or identification number | 0008460853 | Number of Individuals Covered | 9 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $200 | Health Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (SPECIFY) | Welfare Benefit Premiums Paid to Carrier | USD $2,847 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $71 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0122739 |
Policy instance | 4 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 2487 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $65,299 | Total amount of fees paid to insurance company | USD $436 | Health Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $420,807 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $58,064 | Amount paid for insurance broker fees | 436 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADDTL COMPENSATION |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 3 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 3425 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $4,466 | Total amount of fees paid to insurance company | USD $8,932 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $446,617 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8932 | Additional information about fees paid to insurance broker | ADDITONAL COMP | Insurance broker organization code? | 3 | Commission paid to Insurance Broker | USD $4,466 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 |
Policy instance | 1 |
Insurance contract or identification number | 093648 | Number of Individuals Covered | 850 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $23,414 | Total amount of fees paid to insurance company | USD $7,805 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $390,245 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,512 | Amount paid for insurance broker fees | 7805 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 |
Policy instance | 1 |
Insurance contract or identification number | 093648 | Number of Individuals Covered | 901 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $21,952 | Total amount of fees paid to insurance company | USD $7,982 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $399,120 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,956 | Amount paid for insurance broker fees | 7982 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 2 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 1018 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $69,039 | Total amount of fees paid to insurance company | USD $8,908 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $445,410 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $66,812 | Amount paid for insurance broker fees | 8908 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 |
|
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 0008460853 |
Policy instance | 5 |
Insurance contract or identification number | 0008460853 | Number of Individuals Covered | 471 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $634 | Health Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (SPECIFY) | Welfare Benefit Premiums Paid to Carrier | USD $11,332 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $306 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0122739 |
Policy instance | 4 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 2916 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $9,579 | Total amount of fees paid to insurance company | USD $-284 | Health Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $371,064 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,248 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 142 | Additional information about fees paid to insurance broker | ADDTL COMPENSATION |
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CASCADE CENTERS INC. (National Association of Insurance Commissioners NAIC id number: 62133 ) |
Policy contract number | RESERS |
Policy instance | 6 |
Insurance contract or identification number | RESERS | Number of Individuals Covered | 3414 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $41,092 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 3 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 3393 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $2,062 | Total amount of fees paid to insurance company | USD $8,247 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $412,328 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8247 | Additional information about fees paid to insurance broker | ADDITONAL COMP | Insurance broker organization code? | 3 | Commission paid to Insurance Broker | USD $2,062 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 3 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 3540 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,005 | Total amount of fees paid to insurance company | USD $8,340 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $498,448 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 8340 | Additional information about fees paid to insurance broker | ADDITONAL COMP | Insurance broker organization code? | 3 | Commission paid to Insurance Broker | USD $2,005 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 2 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 1044 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $70,866 | Total amount of fees paid to insurance company | USD $5,753 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $460,227 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $69,034 | Amount paid for insurance broker fees | 5753 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 |
Policy instance | 1 |
Insurance contract or identification number | 093648 | Number of Individuals Covered | 992 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $23,746 | Total amount of fees paid to insurance company | USD $5,513 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $441,012 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,051 | Amount paid for insurance broker fees | 5513 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 |
|
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 0008460853 |
Policy instance | 5 |
Insurance contract or identification number | 0008460853 | Number of Individuals Covered | 1489 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $23,081 | Total amount of fees paid to insurance company | USD $216 | Health Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (SPECIFY) | Welfare Benefit Premiums Paid to Carrier | USD $371,186 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,692 | Amount paid for insurance broker fees | 203 | Additional information about fees paid to insurance broker | ADDTIONAL COMP | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0122739 |
Policy instance | 4 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 2859 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $81,346 | Total amount of fees paid to insurance company | USD $4,610 | Health Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $426,451 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,075 | Amount paid for insurance broker fees | 107 | Additional information about fees paid to insurance broker | ADDTIONAL COMP | Insurance broker organization code? | 3 |
|
CASCADE CENTERS INC. (National Association of Insurance Commissioners NAIC id number: 62133 ) |
Policy contract number | RESERS |
Policy instance | 6 |
Insurance contract or identification number | RESERS | Number of Individuals Covered | 3554 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $43,200 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | R0122739 |
Policy instance | 5 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $70 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $186 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $42 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 3 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 4173 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $372,507 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 2 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 1215 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $52,108 | Total amount of fees paid to insurance company | USD $1,197 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $347,386 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $52,108 | Amount paid for insurance broker fees | 1197 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0122739 |
Policy instance | 4 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 3050 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $63,303 | Total amount of fees paid to insurance company | USD $5,375 | Health Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $474,278 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $43,176 | Amount paid for insurance broker fees | 5375 | Additional information about fees paid to insurance broker | ADDTL COMPENSATION | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 |
Policy instance | 1 |
Insurance contract or identification number | 093648 | Number of Individuals Covered | 1244 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $17,879 | Total amount of fees paid to insurance company | USD $1,235 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $357,576 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,879 | Amount paid for insurance broker fees | 1235 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 2 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 1176 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $52,585 | Total amount of fees paid to insurance company | USD $4,382 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $350,563 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $52,585 | Amount paid for insurance broker fees | 4382 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 001-003 |
Policy instance | 1 |
Insurance contract or identification number | 093648 001-003 | Number of Individuals Covered | 1250 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $17,945 | Total amount of fees paid to insurance company | USD $4,486 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $358,910 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,945 | Amount paid for insurance broker fees | 4486 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 001-004 |
Policy instance | 3 |
Insurance contract or identification number | 093650 001-004 | Number of Individuals Covered | 3391 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of fees paid to insurance company | USD $5,009 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $400,714 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 5009 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
|
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 0008460853 |
Policy instance | 5 |
Insurance contract or identification number | 0008460853 | Number of Individuals Covered | 2607 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $158,941 | Total amount of fees paid to insurance company | USD $5,932 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $560,257 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $91,763 | Amount paid for insurance broker fees | 5650 | Insurance broker organization code? | 3 | Insurance broker name | DALE NICHOLS |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0122739 |
Policy instance | 4 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 3788 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $121,973 | Total amount of fees paid to insurance company | USD $10,458 | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $548,904 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $70,378 | Amount paid for insurance broker fees | 9921 | Additional information about fees paid to insurance broker | ADDTL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | R0122739 |
Policy instance | 6 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $14 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $288 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13 | Insurance broker organization code? | 3 | Insurance broker name | KERR, BRUCE, E WIL |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 001-003 |
Policy instance | 1 |
Insurance contract or identification number | 093648 001-003 | Number of Individuals Covered | 1014 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $14,555 | Total amount of fees paid to insurance company | USD $2,183 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $291,100 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,555 | Amount paid for insurance broker fees | 2183 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | R0122739 |
Policy instance | 6 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $15 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $265 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2 | Insurance broker organization code? | 3 | Insurance broker name | BENEFIT COMMUNICATIONS INC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 001-004 |
Policy instance | 3 |
Insurance contract or identification number | 093650 001-004 | Number of Individuals Covered | 3401 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of fees paid to insurance company | USD $2,382 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $317,581 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2382 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 2 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 1333 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $58,881 | Total amount of fees paid to insurance company | USD $2,944 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $392,542 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $58,881 | Amount paid for insurance broker fees | 2944 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 0008460853 |
Policy instance | 5 |
Insurance contract or identification number | 0008460853 | Number of Individuals Covered | 2031 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $128,583 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $393,224 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,312 | Insurance broker organization code? | 3 | Insurance broker name | JOHN J DAVIDSON |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0122739 |
Policy instance | 4 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 3033 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $83,875 | Total amount of fees paid to insurance company | USD $7,037 | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $401,236 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,558 | Amount paid for insurance broker fees | 6914 | Additional information about fees paid to insurance broker | ADDTL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 8460853 |
Policy instance | 5 |
Insurance contract or identification number | 8460853 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $12 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $265 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1 | Insurance broker organization code? | 3 | Insurance broker name | BENEFIT COMMUNICATIONS INC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 0001 |
Policy instance | 1 |
Insurance contract or identification number | 093648 0001 | Number of Individuals Covered | 989 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $11,084 | Total amount of fees paid to insurance company | USD $1,663 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $221,684 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,084 | Amount paid for insurance broker fees | 1663 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 3 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 3169 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,594 | Total amount of fees paid to insurance company | USD $2,262 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $262,880 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,594 | Amount paid for insurance broker fees | 2262 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 0008460853 |
Policy instance | 6 |
Insurance contract or identification number | 0008460853 | Number of Individuals Covered | 1528 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $21,800 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $313,209 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,126 | Insurance broker organization code? | 3 | Insurance broker name | JOHN J DAVIDSON |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 2 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 1359 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $49,036 | Total amount of fees paid to insurance company | USD $2,452 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $326,906 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $49,036 | Amount paid for insurance broker fees | 2452 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0122739 |
Policy instance | 4 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 2536 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $40,223 | Total amount of fees paid to insurance company | USD $1,119 | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $382,343 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,223 | Amount paid for insurance broker fees | 1119 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 8460853 |
Policy instance | 9 |
Insurance contract or identification number | 8460853 | Number of Individuals Covered | 1874 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $32,268 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $359,763 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,515 | Insurance broker organization code? | 3 | Insurance broker name | JOHN J DAVIDSON |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 8460853 |
Policy instance | 8 |
Insurance contract or identification number | 8460853 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $15 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $288 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2 | Insurance broker organization code? | 3 | Insurance broker name | BENEFIT COMMUNICATIONS INC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0122739 |
Policy instance | 7 |
Insurance contract or identification number | R0122739 | Number of Individuals Covered | 2265 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $20,873 | Total amount of fees paid to insurance company | USD $659 | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $326,082 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,873 | Amount paid for insurance broker fees | 659 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30014863 |
Policy instance | 6 |
Insurance contract or identification number | 30014863 | Number of Individuals Covered | 5350 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2013-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 5 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 2911 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $14,722 | Total amount of fees paid to insurance company | USD $1,899 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $285,756 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,722 | Amount paid for insurance broker fees | 1899 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 |
Policy instance | 3 |
Insurance contract or identification number | 093648 | Number of Individuals Covered | 1039 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $12,448 | Total amount of fees paid to insurance company | USD $1,867 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $250,067 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,448 | Amount paid for insurance broker fees | 1867 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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RELIANT BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 15020077 |
Policy instance | 2 |
Insurance contract or identification number | 15020077 | Number of Individuals Covered | 2687 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-03-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $1,800 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 4 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 1194 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $57,283 | Total amount of fees paid to insurance company | USD $2,864 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $383,445 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $57,283 | Amount paid for insurance broker fees | 2864 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 03328888 |
Policy instance | 1 |
Insurance contract or identification number | 03328888 | Number of Individuals Covered | 2623 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-03-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 5 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 2847 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $11,444 | Total amount of fees paid to insurance company | USD $1,491 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $198,821 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,444 | Amount paid for insurance broker fees | 1491 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 4 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 1169 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $37,330 | Total amount of fees paid to insurance company | USD $1,867 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $247,304 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,330 | Amount paid for insurance broker fees | 1867 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 |
Policy instance | 3 |
Insurance contract or identification number | 093648 | Number of Individuals Covered | 990 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $7,811 | Total amount of fees paid to insurance company | USD $1,172 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $154,942 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,811 | Amount paid for insurance broker fees | 1172 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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RELIANT BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 15020077 |
Policy instance | 2 |
Insurance contract or identification number | 15020077 | Number of Individuals Covered | 2687 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $7,853 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 03328888 |
Policy instance | 1 |
Insurance contract or identification number | 03328888 | Number of Individuals Covered | 2641 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $249,476 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 6 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 2364 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $13,192 | Total amount of fees paid to insurance company | USD $959 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $194,533 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 5 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 501 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $18,338 | Total amount of fees paid to insurance company | USD $651 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $122,247 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 |
Policy instance | 4 |
Insurance contract or identification number | 093648 | Number of Individuals Covered | 315 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,828 | Total amount of fees paid to insurance company | USD $302 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $66,449 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 03328888 |
Policy instance | 2 |
Insurance contract or identification number | 03328888 | Number of Individuals Covered | 2183 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $195,982 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANT BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 15020077 |
Policy instance | 3 |
Insurance contract or identification number | 15020077 | Number of Individuals Covered | 2687 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $18,541 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | PF00327402 |
Policy instance | 1 |
Insurance contract or identification number | PF00327402 | Number of Individuals Covered | 2173 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $52,461 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | PF00327401 |
Policy instance | 1 |
Insurance contract or identification number | PF00327401 | Number of Individuals Covered | 2139 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $51,826 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093650 |
Policy instance | 7 |
Insurance contract or identification number | 093650 | Number of Individuals Covered | 2375 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $21,286 | Total amount of fees paid to insurance company | USD $2,442 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $348,676 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,286 | Amount paid for insurance broker fees | 2442 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | THE PARTNERS GROUP |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093649 |
Policy instance | 6 |
Insurance contract or identification number | 093649 | Number of Individuals Covered | 525 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $15,861 | Total amount of fees paid to insurance company | USD $793 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $105,738 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,861 | Amount paid for insurance broker fees | 793 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | THE PARTNERS GROUP LTD |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 093648 |
Policy instance | 5 |
Insurance contract or identification number | 093648 | Number of Individuals Covered | 316 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,453 | Total amount of fees paid to insurance company | USD $492 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $65,650 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,453 | Amount paid for insurance broker fees | 492 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | THE PARTNERS GROUP LTD |
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RELIANT BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 15020077 |
Policy instance | 4 |
Insurance contract or identification number | 15020077 | Number of Individuals Covered | 2687 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $13,945 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 03328888 |
Policy instance | 3 |
Insurance contract or identification number | 03328888 | Number of Individuals Covered | 2112 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $10,435 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $190,950 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,435 | Insurance broker organization code? | 3 | Insurance broker name | THE PARTNERS GROUP, LTD |
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PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
Policy contract number | 0008460853 |
Policy instance | 2 |
Insurance contract or identification number | 0008460853 | Number of Individuals Covered | 3340 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $103,091 | Total amount of fees paid to insurance company | USD $6,760 | Other welfare benefits provided | CRITICAL ILLNESSACCIDENTWHOLE LIF | Welfare Benefit Premiums Paid to Carrier | USD $495,006 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $87,183 | Amount paid for insurance broker fees | 6801 | Additional information about fees paid to insurance broker | ADDTL COMP | Insurance broker organization code? | 3 | Insurance broker name | DALE A NICHOLS |
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