VTECH COMMUNICATIONS, INC. has sponsored the creation of one or more 401k plans.
Additional information about VTECH COMMUNICATIONS, INC.
Submission information for form 5500 for 401k plan VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE
401k plan membership statisitcs for VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE
| Measure | Date | Value |
|---|
| 2022: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 251 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 202 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 39 |
| Total of all active and inactive participants | 2022-04-01 | 254 |
| 2021: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 230 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 84 |
| Total of all active and inactive participants | 2021-04-01 | 315 |
| 2020: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 229 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 230 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
| Total of all active and inactive participants | 2020-04-01 | 232 |
| Total participants, beginning-of-year | 2020-02-01 | 220 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 227 |
| Number of retired or separated participants receiving benefits | 2020-02-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 0 |
| Total of all active and inactive participants | 2020-02-01 | 233 |
| 2019: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 253 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 221 |
| Number of retired or separated participants receiving benefits | 2019-02-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
| Total of all active and inactive participants | 2019-02-01 | 227 |
| 2018: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 187 |
| Number of retired or separated participants receiving benefits | 2018-02-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 10 |
| Total of all active and inactive participants | 2018-02-01 | 199 |
| 2017: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 196 |
| Number of retired or separated participants receiving benefits | 2017-02-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 3 |
| Total of all active and inactive participants | 2017-02-01 | 201 |
| 2016: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 107 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 0 |
| Total of all active and inactive participants | 2016-02-01 | 107 |
| 2015: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 108 |
| Number of retired or separated participants receiving benefits | 2015-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-02-01 | 0 |
| Total of all active and inactive participants | 2015-02-01 | 108 |
| 2014: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 101 |
| Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 0 |
| Total of all active and inactive participants | 2014-02-01 | 101 |
| 2013: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 104 |
| Total of all active and inactive participants | 2013-02-01 | 104 |
| 2012: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 97 |
| Total of all active and inactive participants | 2012-02-01 | 97 |
| 2011: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 93 |
| Total of all active and inactive participants | 2011-02-01 | 93 |
| 2009: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 99 |
| Total of all active and inactive participants | 2009-02-01 | 99 |
| 2022: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-02-01 | Plan funding arrangement – Insurance | Yes |
| 2020-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | Plan funding arrangement – Insurance | Yes |
| 2019-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Plan funding arrangement – Insurance | Yes |
| 2018-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Plan funding arrangement – Insurance | Yes |
| 2017-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Plan funding arrangement – Insurance | Yes |
| 2016-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Plan funding arrangement – Insurance | Yes |
| 2015-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Plan funding arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Plan funding arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Plan funding arrangement – Insurance | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Plan funding arrangement – Insurance | Yes |
| 2011-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: VTECH COMMUNICATIONS COMPREHENSIVE BENEFIT WELFARE 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Plan funding arrangement – Insurance | Yes |
| 2009-02-01 | Plan benefit arrangement – Insurance | Yes |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL963133 |
| Policy instance | 4 |
| Insurance contract or identification number | ABL963133 | | Number of Individuals Covered | 223 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,952 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KMO5394950 |
| Policy instance | 3 |
| Insurance contract or identification number | KMO5394950 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $7,852 | | Total amount of fees paid to insurance company | USD $654 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $322,966 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,852 | | Amount paid for insurance broker fees | 654 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMP | | Insurance broker organization code? | 3 |
|
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 436525 |
| Policy instance | 2 |
| Insurance contract or identification number | 436525 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $3,837 | | Total amount of fees paid to insurance company | USD $560 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,837 | | Amount paid for insurance broker fees | 560 | | Insurance broker organization code? | 3 |
|
| REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
| Policy contract number | 10037956 |
| Policy instance | 1 |
| Insurance contract or identification number | 10037956 | | Number of Individuals Covered | 466 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $159 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,460,526 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $159 | | Additional information about fees paid to insurance broker | BONUS NONMONETARY COMP | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 757672 |
| Policy instance | 2 |
| Insurance contract or identification number | 757672 | | Number of Individuals Covered | 221 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $3,285 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,285 | | Insurance broker organization code? | 3 |
|
| REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
| Policy contract number | 10037956 |
| Policy instance | 1 |
| Insurance contract or identification number | 10037956 | | Number of Individuals Covered | 396 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $7,005 | | Total amount of fees paid to insurance company | USD $2,516 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,486,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,005 | | Amount paid for insurance broker fees | 2516 | | Additional information about fees paid to insurance broker | BONUS NONMONETARY COMP | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 757672 |
| Policy instance | 3 |
| Insurance contract or identification number | 757672 | | Number of Individuals Covered | 221 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30097529 |
| Policy instance | 4 |
| Insurance contract or identification number | 30097529 | | Number of Individuals Covered | 192 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,348 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL963133 |
| Policy instance | 5 |
| Insurance contract or identification number | ABL963133 | | Number of Individuals Covered | 221 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,952 | | 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 number | 757672 |
| Policy instance | 4 |
| Insurance contract or identification number | 757672 | | Number of Individuals Covered | 224 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Long Term Disability Insurance Welfare Benefit | Yes | | 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 number | 757672 |
| Policy instance | 2 |
| Insurance contract or identification number | 757672 | | Number of Individuals Covered | 207 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $5,381 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,847 | | Insurance broker organization code? | 3 |
|
| REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
| Policy contract number | 10037956 |
| Policy instance | 1 |
| Insurance contract or identification number | 10037956 | | Number of Individuals Covered | 417 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,929,845 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL963133 |
| Policy instance | 6 |
| Insurance contract or identification number | ABL963133 | | Number of Individuals Covered | 224 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of fees paid to insurance company | USD $98 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,952 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 98 | | Additional information about fees paid to insurance broker | SALES & SERVICE | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 757672 |
| Policy instance | 3 |
| Insurance contract or identification number | 757672 | | Number of Individuals Covered | 224 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $3,563 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,434 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30097529 |
| Policy instance | 5 |
| Insurance contract or identification number | 30097529 | | Number of Individuals Covered | 198 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,604 | | 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 number | 757672 |
| Policy instance | 4 |
| Insurance contract or identification number | 757672 | | Number of Individuals Covered | 221 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $1,395 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,395 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 757672 |
| Policy instance | 3 |
| Insurance contract or identification number | 757672 | | Number of Individuals Covered | 221 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $6,643 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,643 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 757672 |
| Policy instance | 2 |
| Insurance contract or identification number | 757672 | | Number of Individuals Covered | 201 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $9,706 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,706 | | Insurance broker organization code? | 3 |
|
| REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
| Policy contract number | 10037956 |
| Policy instance | 1 |
| Insurance contract or identification number | 10037956 | | Number of Individuals Covered | 489 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,737,458 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
| Policy contract number | 10037956 |
| Policy instance | 3 |
| Insurance contract or identification number | 10037956 | | Number of Individuals Covered | 387 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of fees paid to insurance company | USD $8,080 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,363,221 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8080 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00485750 |
| Policy instance | 1 |
| Insurance contract or identification number | 00485750 | | Number of Individuals Covered | 253 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $14,998 | | Total amount of fees paid to insurance company | USD $15,358 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $708,904 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,998 | | Amount paid for insurance broker fees | 15358 | | Additional information about fees paid to insurance broker | ADMIN SERVICES | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL963133 |
| Policy instance | 2 |
| Insurance contract or identification number | ABL963133 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of fees paid to insurance company | USD $98 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,952 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 98 | | Additional information about fees paid to insurance broker | SALES AND SERVICE | | Insurance broker organization code? | 3 |
|
| REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
| Policy contract number | 10037956 |
| Policy instance | 4 |
| Insurance contract or identification number | 10037956 | | Number of Individuals Covered | 462 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-01-31 | | Total amount of fees paid to insurance company | USD $8,080 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,019,533 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8080 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | GTP009120556-A |
| Policy instance | 3 |
| Insurance contract or identification number | GTP009120556-A | | Number of Individuals Covered | 187 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2018-11-20 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $786 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0906732 |
| Policy instance | 2 |
| Insurance contract or identification number | 0906732 | | Number of Individuals Covered | 190 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2018-04-01 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $427,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00485750 |
| Policy instance | 1 |
| Insurance contract or identification number | 00485750 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $8,427 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $374,854 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,427 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 579655 |
| Policy instance | 2 |
| Insurance contract or identification number | 579655 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2017-03-31 | | Total amount of fees paid to insurance company | USD $226 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $12,097 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 226 | | 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 | 087075 |
| Policy instance | 3 |
| Insurance contract or identification number | 087075 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2017-03-31 | | Total amount of commissions paid to insurance broker | USD $391 | | Total amount of fees paid to insurance company | USD $33 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $1,303 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $391 | | Amount paid for insurance broker fees | 33 | | Additional information about fees paid to insurance broker | ADDT'L COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | DAVIDSON BENEFITS PLANNING |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00485750 |
| Policy instance | 4 |
| Insurance contract or identification number | 00485750 | | Number of Individuals Covered | 277 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $19,147 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $468,226 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,147 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0906732 |
| Policy instance | 5 |
| Insurance contract or identification number | 0906732 | | Number of Individuals Covered | 190 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,677,544 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | GTP009120556-A |
| Policy instance | 6 |
| Insurance contract or identification number | GTP009120556-A | | Number of Individuals Covered | 105 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $3,588 | | 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: 12516 ) |
| Policy contract number | 12213722 |
| Policy instance | 1 |
| Insurance contract or identification number | 12213722 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $385 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,954 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $385 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVIDSON BENEFITS PLANNING LLC |
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