SEARING INDUSTRIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SEARING INDUSTRIES - 125 CAFETERIA PLAN
Measure | Date | Value |
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2022: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 176 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
Total of all active and inactive participants | 2022-04-01 | 176 |
2021: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 179 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
Total of all active and inactive participants | 2021-04-01 | 179 |
2020: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 657 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 626 |
Total of all active and inactive participants | 2020-04-01 | 626 |
Total participants | 2020-04-01 | 626 |
2019: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 822 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 657 |
Total of all active and inactive participants | 2019-04-01 | 657 |
Total participants | 2019-04-01 | 657 |
Number of participants with account balances | 2019-04-01 | 0 |
2018: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 25 |
Total of all active and inactive participants | 2018-10-01 | 25 |
Total participants | 2018-10-01 | 25 |
Total participants, beginning-of-year | 2018-04-01 | 756 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 822 |
Total of all active and inactive participants | 2018-04-01 | 822 |
Total participants | 2018-04-01 | 822 |
2017: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 18 |
Total of all active and inactive participants | 2017-10-01 | 18 |
Total participants | 2017-10-01 | 18 |
Total participants, beginning-of-year | 2017-04-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 756 |
Total of all active and inactive participants | 2017-04-01 | 756 |
Total participants | 2017-04-01 | 756 |
2016: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 19 |
Total of all active and inactive participants | 2016-10-01 | 19 |
Total participants | 2016-10-01 | 19 |
2015: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 18 |
Total of all active and inactive participants | 2015-10-01 | 18 |
Total participants | 2015-10-01 | 18 |
2014: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 16 |
Total of all active and inactive participants | 2014-10-01 | 16 |
Total participants | 2014-10-01 | 16 |
2013: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 17 |
Total of all active and inactive participants | 2013-10-01 | 17 |
Total participants | 2013-10-01 | 17 |
2012: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 18 |
Total of all active and inactive participants | 2012-10-01 | 18 |
Total participants | 2012-10-01 | 18 |
2011: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 18 |
Total of all active and inactive participants | 2011-10-01 | 18 |
Total participants | 2011-10-01 | 18 |
2009: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 21 |
Total of all active and inactive participants | 2009-10-01 | 21 |
Total participants | 2009-10-01 | 21 |
Measure | Date | Value |
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2021 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2021 401k financial data |
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Value of total assets at end of year | 2021-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Was this plan covered by a fidelity bond | 2021-03-31 | No |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-03-31 | No |
Did the plan have assets held for investment | 2021-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
2020 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2020 401k financial data |
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Value of total assets at end of year | 2020-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Was this plan covered by a fidelity bond | 2020-03-31 | No |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-03-31 | No |
Did the plan have assets held for investment | 2020-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
2019 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-09-30 | $28,762 |
Total income from all sources | 2019-09-30 | $46,232 |
Expenses. Total of all expenses incurred | 2019-09-30 | $28,762 |
Benefits paid (including direct rollovers) | 2019-09-30 | $28,762 |
Total plan assets at end of year | 2019-09-30 | $46,232 |
Value of fidelity bond covering the plan | 2019-09-30 | $5,000 |
Total contributions received or receivable from participants | 2019-09-30 | $46,668 |
Net income (gross income less expenses) | 2019-09-30 | $17,470 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $17,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $0 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $46,232 |
Value of total assets at end of year | 2019-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Was this plan covered by a fidelity bond | 2019-03-31 | No |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-03-31 | No |
Did the plan have assets held for investment | 2019-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
2018 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-09-30 | $28,508 |
Total income from all sources | 2018-09-30 | $38,321 |
Expenses. Total of all expenses incurred | 2018-09-30 | $28,508 |
Benefits paid (including direct rollovers) | 2018-09-30 | $28,508 |
Total plan assets at end of year | 2018-09-30 | $38,321 |
Value of fidelity bond covering the plan | 2018-09-30 | $5,000 |
Total contributions received or receivable from participants | 2018-09-30 | $38,321 |
Net income (gross income less expenses) | 2018-09-30 | $9,813 |
Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $9,813 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $0 |
2017 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-09-30 | $27,502 |
Total income from all sources | 2017-09-30 | $41,586 |
Expenses. Total of all expenses incurred | 2017-09-30 | $27,502 |
Benefits paid (including direct rollovers) | 2017-09-30 | $27,502 |
Total plan assets at end of year | 2017-09-30 | $41,586 |
Value of fidelity bond covering the plan | 2017-09-30 | $5,000 |
Total contributions received or receivable from participants | 2017-09-30 | $41,586 |
Net income (gross income less expenses) | 2017-09-30 | $14,084 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $14,084 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $0 |
2016 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-09-30 | $24,446 |
Total income from all sources | 2016-09-30 | $34,046 |
Expenses. Total of all expenses incurred | 2016-09-30 | $24,446 |
Benefits paid (including direct rollovers) | 2016-09-30 | $24,446 |
Total plan assets at end of year | 2016-09-30 | $34,046 |
Value of fidelity bond covering the plan | 2016-09-30 | $5,000 |
Total contributions received or receivable from participants | 2016-09-30 | $34,046 |
Net income (gross income less expenses) | 2016-09-30 | $9,600 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $9,600 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $0 |
2015 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2015 401k financial data |
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Total income from all sources | 2015-09-30 | $32,296 |
Expenses. Total of all expenses incurred | 2015-09-30 | $24,365 |
Benefits paid (including direct rollovers) | 2015-09-30 | $24,365 |
Total plan assets at end of year | 2015-09-30 | $7,931 |
Value of fidelity bond covering the plan | 2015-09-30 | $5,000 |
Total contributions received or receivable from participants | 2015-09-30 | $32,296 |
Net income (gross income less expenses) | 2015-09-30 | $7,931 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $7,931 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $0 |
2014 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2014 401k financial data |
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Total income from all sources | 2014-09-30 | $33,951 |
Expenses. Total of all expenses incurred | 2014-09-30 | $22,618 |
Benefits paid (including direct rollovers) | 2014-09-30 | $22,618 |
Total plan assets at end of year | 2014-09-30 | $11,333 |
Value of fidelity bond covering the plan | 2014-09-30 | $5,000 |
Total contributions received or receivable from participants | 2014-09-30 | $33,951 |
Net income (gross income less expenses) | 2014-09-30 | $11,333 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $11,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $0 |
2013 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2013 401k financial data |
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Total income from all sources | 2013-09-30 | $54,507 |
Expenses. Total of all expenses incurred | 2013-09-30 | $41,868 |
Benefits paid (including direct rollovers) | 2013-09-30 | $41,868 |
Total plan assets at end of year | 2013-09-30 | $12,639 |
Value of fidelity bond covering the plan | 2013-09-30 | $5,000 |
Total contributions received or receivable from participants | 2013-09-30 | $54,507 |
Net income (gross income less expenses) | 2013-09-30 | $12,639 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $12,639 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $0 |
2012 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2012 401k financial data |
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Total income from all sources | 2012-09-30 | $51,196 |
Expenses. Total of all expenses incurred | 2012-09-30 | $41,194 |
Benefits paid (including direct rollovers) | 2012-09-30 | $41,194 |
Total plan assets at end of year | 2012-09-30 | $10,002 |
Value of fidelity bond covering the plan | 2012-09-30 | $5,000 |
Total contributions received or receivable from participants | 2012-09-30 | $51,196 |
Net income (gross income less expenses) | 2012-09-30 | $10,002 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $10,002 |
2011 : SEARING INDUSTRIES - 125 CAFETERIA PLAN 2011 401k financial data |
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Total income from all sources | 2011-09-30 | $44,144 |
Expenses. Total of all expenses incurred | 2011-09-30 | $36,026 |
Benefits paid (including direct rollovers) | 2011-09-30 | $36,026 |
Total plan assets at end of year | 2011-09-30 | $8,118 |
Value of fidelity bond covering the plan | 2011-09-30 | $5,000 |
Total contributions received or receivable from participants | 2011-09-30 | $44,144 |
Net income (gross income less expenses) | 2011-09-30 | $8,118 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $8,118 |
2022: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2022 form 5500 responses |
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2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Insurance | Yes |
2022-04-01 | Plan benefit arrangement – Insurance | Yes |
2021: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2021 form 5500 responses |
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2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Insurance | Yes |
2021-04-01 | Plan benefit arrangement – Insurance | Yes |
2020: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2020 form 5500 responses |
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2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Plan funding arrangement – Insurance | Yes |
2020-04-01 | Plan benefit arrangement – Insurance | Yes |
2019: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2019 form 5500 responses |
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2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Plan funding arrangement – Insurance | Yes |
2019-04-01 | Plan benefit arrangement – Insurance | Yes |
2018: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2018 form 5500 responses |
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2018-10-01 | Type of plan entity | Single employer plan |
2018-10-01 | Submission has been amended | No |
2018-10-01 | This submission is the final filing | No |
2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-10-01 | Plan is a collectively bargained plan | No |
2018-10-01 | Plan funding arrangement – Trust | Yes |
2018-10-01 | Plan benefit arrangement - Trust | Yes |
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Plan funding arrangement – Insurance | Yes |
2018-04-01 | Plan benefit arrangement – Insurance | Yes |
2017: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2017 form 5500 responses |
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2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | No |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | First time form 5500 has been submitted | Yes |
2017-04-01 | Plan funding arrangement – Insurance | Yes |
2017-04-01 | Plan benefit arrangement – Insurance | Yes |
2016: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2016 form 5500 responses |
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2016-10-01 | Type of plan entity | Single employer plan |
2016-10-01 | Submission has been amended | No |
2016-10-01 | This submission is the final filing | No |
2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-10-01 | Plan is a collectively bargained plan | No |
2016-10-01 | Plan funding arrangement – Trust | Yes |
2016-10-01 | Plan benefit arrangement - Trust | Yes |
2015: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2015 form 5500 responses |
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2015-10-01 | Type of plan entity | Single employer plan |
2015-10-01 | Submission has been amended | No |
2015-10-01 | This submission is the final filing | No |
2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-10-01 | Plan is a collectively bargained plan | No |
2015-10-01 | Plan funding arrangement – Trust | Yes |
2015-10-01 | Plan benefit arrangement - Trust | Yes |
2014: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2014 form 5500 responses |
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2014-10-01 | Type of plan entity | Single employer plan |
2014-10-01 | Submission has been amended | No |
2014-10-01 | This submission is the final filing | No |
2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-10-01 | Plan is a collectively bargained plan | No |
2014-10-01 | Plan funding arrangement – Trust | Yes |
2014-10-01 | Plan benefit arrangement - Trust | Yes |
2013: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2013 form 5500 responses |
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2013-10-01 | Type of plan entity | Single employer plan |
2013-10-01 | Submission has been amended | No |
2013-10-01 | This submission is the final filing | No |
2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-10-01 | Plan is a collectively bargained plan | No |
2013-10-01 | Plan funding arrangement – Trust | Yes |
2013-10-01 | Plan benefit arrangement - Trust | Yes |
2012: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2012 form 5500 responses |
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2012-10-01 | Type of plan entity | Single employer plan |
2012-10-01 | Submission has been amended | No |
2012-10-01 | This submission is the final filing | No |
2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-10-01 | Plan is a collectively bargained plan | No |
2012-10-01 | Plan funding arrangement – Trust | Yes |
2012-10-01 | Plan benefit arrangement - Trust | Yes |
2011: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2011 form 5500 responses |
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2011-10-01 | Type of plan entity | Single employer plan |
2011-10-01 | Submission has been amended | No |
2011-10-01 | This submission is the final filing | No |
2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-10-01 | Plan is a collectively bargained plan | No |
2011-10-01 | Plan funding arrangement – Trust | Yes |
2011-10-01 | Plan benefit arrangement - Trust | Yes |
2009: SEARING INDUSTRIES - 125 CAFETERIA PLAN 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Trust | Yes |
2009-10-01 | Plan benefit arrangement - Trust | Yes |
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 760159 |
Policy instance | 2 |
Insurance contract or identification number | 760159 | Number of Individuals Covered | 176 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $5,150 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,150 | Insurance broker organization code? | 3 |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | VARIOUS |
Policy instance | 6 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 157 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $105,812 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $2,351,371 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $105,812 | Insurance broker organization code? | 3 |
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DELTA DENTAL OF WYOMING (National Association of Insurance Commissioners NAIC id number: 15200 ) |
Policy contract number | 1195 |
Policy instance | 5 |
Insurance contract or identification number | 1195 | Number of Individuals Covered | 38 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $1,423 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $28,426 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,423 | Insurance broker organization code? | 3 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 904395 |
Policy instance | 4 |
Insurance contract or identification number | 904395 | Number of Individuals Covered | 120 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $3,053 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $30,530 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,053 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 336594 |
Policy instance | 3 |
Insurance contract or identification number | 336594 | Number of Individuals Covered | 17 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $1,479 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $11,151 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,450 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 937870 |
Policy instance | 1 |
Insurance contract or identification number | 937870 | Number of Individuals Covered | 116 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $9,292 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $126,454 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,292 | Insurance broker organization code? | 3 |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 760159 |
Policy instance | 5 |
Insurance contract or identification number | 760159 | Number of Individuals Covered | 179 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $5,193 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,193 | Insurance broker organization code? | 3 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 904395 |
Policy instance | 3 |
Insurance contract or identification number | 904395 | Number of Individuals Covered | 124 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $2,998 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $29,983 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,998 | Insurance broker organization code? | 3 |
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DELTA DENTAL OF WYOMING (National Association of Insurance Commissioners NAIC id number: 15200 ) |
Policy contract number | 1195 |
Policy instance | 6 |
Insurance contract or identification number | 1195 | Number of Individuals Covered | 36 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $1,213 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $24,262 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,213 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 336594 |
Policy instance | 4 |
Insurance contract or identification number | 336594 | Number of Individuals Covered | 18 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $1,608 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $12,199 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,608 | Insurance broker organization code? | 3 |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | VARIOUS |
Policy instance | 2 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 158 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $95,032 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $2,118,043 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $95,032 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 937870 |
Policy instance | 1 |
Insurance contract or identification number | 937870 | Number of Individuals Covered | 117 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $9,283 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $131,606 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,283 | Insurance broker organization code? | 3 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 904395 |
Policy instance | 3 |
Insurance contract or identification number | 904395 | Number of Individuals Covered | 127 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $3,147 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $31,473 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,147 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 248124 |
Policy instance | 7 |
Insurance contract or identification number | 248124 | Number of Individuals Covered | 172 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $983 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,183 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $983 | Insurance broker organization code? | 3 |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 887839G |
Policy instance | 6 |
Insurance contract or identification number | 887839G | Number of Individuals Covered | 177 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $2,375 | Welfare Benefit Premiums Paid to Carrier | USD $28,491 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,375 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 336594 |
Policy instance | 5 |
Insurance contract or identification number | 336594 | Number of Individuals Covered | 18 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $1,649 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,438 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,649 |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | VARIOUS |
Policy instance | 1 |
Insurance contract or identification number | VARIOUS | Number of Individuals Covered | 158 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $94,071 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,099,578 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $94,071 | Insurance broker organization code? | 3 |
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DELTA DENTAL OF WYOMING (National Association of Insurance Commissioners NAIC id number: 15200 ) |
Policy contract number | 10306 |
Policy instance | 2 |
Insurance contract or identification number | 10306 | Number of Individuals Covered | 34 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $1,092 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,734 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,092 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 937870 |
Policy instance | 4 |
Insurance contract or identification number | 937870 | Number of Individuals Covered | 112 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $8,848 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $125,263 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,848 |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 887839G |
Policy instance | 9 |
Insurance contract or identification number | 887839G | Number of Individuals Covered | 177 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $2,532 | Welfare Benefit Premiums Paid to Carrier | USD $31,634 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,532 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 336594 |
Policy instance | 8 |
Insurance contract or identification number | 336594 | Number of Individuals Covered | 19 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $1,604 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,168 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,604 |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 755403 |
Policy instance | 7 |
Insurance contract or identification number | 755403 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Life 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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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 248124 |
Policy instance | 6 |
Insurance contract or identification number | 248124 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Life 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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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 904395 |
Policy instance | 5 |
Insurance contract or identification number | 904395 | Number of Individuals Covered | 135 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $3,514 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $35,138 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,514 |
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DELTA DENTAL OF WYOMING (National Association of Insurance Commissioners NAIC id number: 15200 ) |
Policy contract number | 10306 |
Policy instance | 4 |
Insurance contract or identification number | 10306 | Number of Individuals Covered | 34 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $1,006 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,124 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,006 |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5484426 |
Policy instance | 2 |
Insurance contract or identification number | 5484426 | Number of Individuals Covered | 117 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $9,655 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $131,343 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,655 |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 167 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $92,504 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,061,227 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $92,504 | Insurance broker organization code? | 3 |
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UDC DENTAL OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 52031 ) |
Policy contract number | 5484426 |
Policy instance | 3 |
Insurance contract or identification number | 5484426 | Number of Individuals Covered | 8 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $276 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,740 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $276 |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 166 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $88,978 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,977,289 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $88,978 | Insurance broker organization code? | 3 |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5484426 |
Policy instance | 2 |
Insurance contract or identification number | 5484426 | Number of Individuals Covered | 126 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $9,538 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $136,258 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,538 |
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UDC DENTAL OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 52031 ) |
Policy contract number | 5484426 |
Policy instance | 3 |
Insurance contract or identification number | 5484426 | Number of Individuals Covered | 9 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $177 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,730 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $177 |
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DELTA DENTAL OF WYOMING (National Association of Insurance Commissioners NAIC id number: 15200 ) |
Policy contract number | 10306 |
Policy instance | 4 |
Insurance contract or identification number | 10306 | Number of Individuals Covered | 29 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $797 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,942 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $797 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 904395 |
Policy instance | 5 |
Insurance contract or identification number | 904395 | Number of Individuals Covered | 126 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $2,833 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $28,328 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,833 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 248124 |
Policy instance | 6 |
Insurance contract or identification number | 248124 | Number of Individuals Covered | 169 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $766 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,479 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $766 |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 755403 |
Policy instance | 7 |
Insurance contract or identification number | 755403 | Number of Individuals Covered | 178 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $2,379 | 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 $2,379 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 336594 |
Policy instance | 8 |
Insurance contract or identification number | 336594 | Number of Individuals Covered | 19 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $1,476 | 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 $1,465 |
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UDC DENTAL OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 52031 ) |
Policy contract number | 5484426 |
Policy instance | 3 |
Insurance contract or identification number | 5484426 | Number of Individuals Covered | 153 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $263 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,634 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $263 | Insurance broker name | DENNIS K. GREENE INC. |
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DELTA DENTAL OF WYOMING (National Association of Insurance Commissioners NAIC id number: 15200 ) |
Policy contract number | 10306 |
Policy instance | 4 |
Insurance contract or identification number | 10306 | Number of Individuals Covered | 21 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $682 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,641 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $682 | Insurance broker name | DENNIS K. GREENE INC. |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 904395 |
Policy instance | 5 |
Insurance contract or identification number | 904395 | Number of Individuals Covered | 112 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $2,728 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $27,276 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,728 | Insurance broker name | DENNIS K. GREENE INC. |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 755403 |
Policy instance | 7 |
Insurance contract or identification number | 755403 | Number of Individuals Covered | 166 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2018-05-31 | Total amount of commissions paid to insurance broker | USD $2,215 | 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 $2,215 | Insurance broker name | DENNIS K. GREENE INC. |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 248124 |
Policy instance | 6 |
Insurance contract or identification number | 248124 | Number of Individuals Covered | 159 | Total amount of commissions paid to insurance broker | USD $785 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,057 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $785 | Insurance broker name | DENNIS K. GREENE INC. |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 336594 |
Policy instance | 8 |
Insurance contract or identification number | 336594 | Number of Individuals Covered | 18 | Total amount of commissions paid to insurance broker | USD $1,323 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,044 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,306 | Insurance broker name | PACIFIC ADVISORS LLC |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 153 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $77,105 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,713,547 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $77,105 | Insurance broker organization code? | 3 | Insurance broker name | DENNIS K. GREENE INC. |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5484426 |
Policy instance | 2 |
Insurance contract or identification number | 5484426 | Number of Individuals Covered | 118 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $9,023 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $128,900 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,023 | Insurance broker name | DENNIS K. GREENE INC. |
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