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HANKEY INVESTMENT COMPANY LP HEALTH PLAN 401k Plan overview

Plan NameHANKEY INVESTMENT COMPANY LP HEALTH PLAN
Plan identification number 501

HANKEY INVESTMENT COMPANY LP HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

HANKEY INVESTMENT COMPANY, LP has sponsored the creation of one or more 401k plans.

Company Name:HANKEY INVESTMENT COMPANY, LP
Employer identification number (EIN):954361557
NAIC Classification:531190
NAIC Description:Lessors of Other Real Estate Property

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANKEY INVESTMENT COMPANY LP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-09-01
5012020-09-01
5012019-09-01
5012018-09-01
5012017-09-01MILLER KAPLAN ARASE LLP
5012016-09-01MILLER KAPLAN ARASE LLP
5012015-09-01MILLER KAPLAN ARASE LLP
5012014-09-01SANDY S GARCIA
5012013-09-01SANDY S. GARCIA
5012012-09-01SANDY S. GARCIA SANDY S. GARCIA2013-11-26
5012011-09-01SANDY S. GARCIA
5012009-09-01GRACIA ANG

Plan Statistics for HANKEY INVESTMENT COMPANY LP HEALTH PLAN

401k plan membership statisitcs for HANKEY INVESTMENT COMPANY LP HEALTH PLAN

Measure Date Value
2022: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,714
Total number of active participants reported on line 7a of the Form 55002022-01-011,692
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,692
Total participants2022-01-011,692
2021: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-011,740
Total number of active participants reported on line 7a of the Form 55002021-09-011,714
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-011,714
Total participants2021-09-011,714
2020: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-011,486
Total number of active participants reported on line 7a of the Form 55002020-09-011,740
Total of all active and inactive participants2020-09-011,740
Total participants2020-09-011,740
2019: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-011,831
Total number of active participants reported on line 7a of the Form 55002019-09-011,486
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-011,486
Total participants2019-09-011,486
2018: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-011,535
Total number of active participants reported on line 7a of the Form 55002018-09-011,831
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-011,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-011,831
Number of participants with account balances2018-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-011,613
Total number of active participants reported on line 7a of the Form 55002017-09-011,535
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-011,535
Total participants2017-09-011,535
2016: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-011,611
Total number of active participants reported on line 7a of the Form 55002016-09-011,613
Total of all active and inactive participants2016-09-011,613
Total participants2016-09-011,613
2015: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-011,391
Total number of active participants reported on line 7a of the Form 55002015-09-011,611
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-011,611
Total participants2015-09-011,611
2014: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-011,451
Total number of active participants reported on line 7a of the Form 55002014-09-011,391
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-011,391
Total participants2014-09-011,391
2013: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-011,456
Total number of active participants reported on line 7a of the Form 55002013-09-011,451
Total of all active and inactive participants2013-09-011,451
Total participants2013-09-011,451
2012: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-011,410
Total number of active participants reported on line 7a of the Form 55002012-09-011,456
Total of all active and inactive participants2012-09-011,456
Total participants2012-09-011,456
2011: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-011,051
Total number of active participants reported on line 7a of the Form 55002011-09-011,410
Total of all active and inactive participants2011-09-011,410
Total participants2011-09-011,410
2009: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01965
Total number of active participants reported on line 7a of the Form 55002009-09-01950
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01950
Total participants2009-09-01950

Form 5500 Responses for HANKEY INVESTMENT COMPANY LP HEALTH PLAN

2022: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – General assets of the sponsorYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – General assets of the sponsorYes
2020: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – General assets of the sponsorYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – General assets of the sponsorYes
2019: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – General assets of the sponsorYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – General assets of the sponsorYes
2018: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – General assets of the sponsorYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – General assets of the sponsorYes
2017: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – General assets of the sponsorYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – General assets of the sponsorYes
2016: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – General assets of the sponsorYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – General assets of the sponsorYes
2015: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – General assets of the sponsorYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – General assets of the sponsorYes
2014: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – General assets of the sponsorYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – General assets of the sponsorYes
2013: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – General assets of the sponsorYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – General assets of the sponsorYes
2012: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – General assets of the sponsorYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – General assets of the sponsorYes
2011: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – General assets of the sponsorYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – General assets of the sponsorYes
2009: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – General assets of the sponsorYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B33C
Policy instance 2
Insurance contract or identification numberG000B33C
Number of Individuals Covered1692
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $94,935
Total amount of fees paid to insurance companyUSD $20,920
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $632,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $94,935
Amount paid for insurance broker fees20920
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL36601
Policy instance 1
Insurance contract or identification numberHCL36601
Number of Individuals Covered1212
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $18,613
Welfare Benefit Premiums Paid to CarrierUSD $312,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1694
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL36601
Policy instance 1
Insurance contract or identification numberHCL36601
Number of Individuals Covered1271
Insurance policy start date2021-09-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $6,649
Welfare Benefit Premiums Paid to CarrierUSD $132,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6649
Additional information about fees paid to insurance brokerOTHER OVERRIDE PAYMENTS
Insurance broker organization code?0
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B33C
Policy instance 2
Insurance contract or identification numberG000B33C
Number of Individuals Covered1714
Insurance policy start date2021-09-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $31,726
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $208,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,920
Insurance broker organization code?3
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberWOO52232
Policy instance 2
Insurance contract or identification numberWOO52232
Number of Individuals Covered1950
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $66,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B33C
Policy instance 3
Insurance contract or identification numberG000B33C
Number of Individuals Covered1740
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $99,905
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $657,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99,905
Insurance broker organization code?3
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0052232
Policy instance 1
Insurance contract or identification numberW0052232
Number of Individuals Covered0
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-6
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B33C
Policy instance 4
Insurance contract or identification numberG000B33C
Number of Individuals Covered1486
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $87,833
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $576,717
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87,833
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30014978
Policy instance 3
Insurance contract or identification number30014978
Number of Individuals Covered1220
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $6,009
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,009
Insurance broker organization code?3
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberWOO52232
Policy instance 2
Insurance contract or identification numberWOO52232
Number of Individuals Covered1978
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $70,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0052232
Policy instance 1
Insurance contract or identification numberW0052232
Number of Individuals Covered1978
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B33C
Policy instance 4
Insurance contract or identification numberG000B33C
Number of Individuals Covered1831
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $79,888
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $524,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,888
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30014978
Policy instance 3
Insurance contract or identification number30014978
Number of Individuals Covered1270
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $8,358
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,358
Insurance broker organization code?3
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberWOO52232
Policy instance 2
Insurance contract or identification numberWOO52232
Number of Individuals Covered1894
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Welfare Benefit Premiums Paid to CarrierUSD $685,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0052232
Policy instance 1
Insurance contract or identification numberW0052232
Number of Individuals Covered0
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $105,249
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0052232
Policy instance 1
Insurance contract or identification numberW0052232
Number of Individuals Covered771
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B33C
Policy instance 4
Insurance contract or identification numberG000B33C
Number of Individuals Covered1535
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $73,783
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $487,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,783
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30014978
Policy instance 3
Insurance contract or identification number30014978
Number of Individuals Covered1196
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $8,325
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,325
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberWOO52232
Policy instance 2
Insurance contract or identification numberWOO52232
Number of Individuals Covered1837
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Welfare Benefit Premiums Paid to CarrierUSD $668,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSEE FOOTNOTE
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered1611
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $53,023
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $353,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,023
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30014978
Policy instance 3
Insurance contract or identification number30014978
Number of Individuals Covered1086
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $7,419
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,419
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberSEE FOOTNOTE
Policy instance 2
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered1164
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Welfare Benefit Premiums Paid to CarrierUSD $542,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberDH5362
Policy instance 1
Insurance contract or identification numberDH5362
Number of Individuals Covered744
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSEE FOOTNOTE
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered1391
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $37,374
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $249,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,374
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 )
Policy contract numberSEE FOOTNOTE
Policy instance 2
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered1069
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Welfare Benefit Premiums Paid to CarrierUSD $588,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberDH5362
Policy instance 1
Insurance contract or identification numberDH5362
Number of Individuals Covered817
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $96,776
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: 00000 )
Policy contract number30014978
Policy instance 3
Insurance contract or identification number30014978
Number of Individuals Covered1066
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $6,744
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,744
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
CIGNA HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number3336189
Policy instance 2
Insurance contract or identification number3336189
Number of Individuals Covered1157
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,820,993
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: 00000 )
Policy contract number30014978
Policy instance 3
Insurance contract or identification number30014978
Number of Individuals Covered999
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $6,223
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,223
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSEE FOOTNOTE
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered1451
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $31,308
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $208,718
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,308
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336189
Policy instance 1
Insurance contract or identification number3336189
Number of Individuals Covered1325
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $572,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3336189
Policy instance 2
Insurance contract or identification number3336189
Number of Individuals Covered1371
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $527,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number3336189
Policy instance 3
Insurance contract or identification number3336189
Number of Individuals Covered1172
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,654,333
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: 00000 )
Policy contract number30014978
Policy instance 4
Insurance contract or identification number30014978
Number of Individuals Covered967
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $5,436
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,436
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES, INC.
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AJFN
Policy instance 1
Insurance contract or identification numberG000AJFN
Number of Individuals Covered1456
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $32,549
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $216,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,051
Insurance broker organization code?3
Insurance broker nameMEI INSURANCE SERVICES INC.
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberSEE FOOTNOTE
Policy instance 2
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered949
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $141,733
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,096,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )
Policy contract number883142-011
Policy instance 5
Insurance contract or identification number883142-011
Number of Individuals Covered815
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $32,997
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AJFN
Policy instance 1
Insurance contract or identification numberG000AJFN
Number of Individuals Covered1410
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $26,548
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $168,513
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: 00000 )
Policy contract number30014978
Policy instance 3
Insurance contract or identification number30014978
Number of Individuals Covered850
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $4,367
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number883142-001
Policy instance 4
Insurance contract or identification number883142-001
Number of Individuals Covered620
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $8,880
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )
Policy contract number883142-011
Policy instance 1
Insurance contract or identification number883142-011
Number of Individuals Covered695
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $26,317
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberSEE FOOTNOTE
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered833
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $113,574
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,296,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number883142-001
Policy instance 5
Insurance contract or identification number883142-001
Number of Individuals Covered585
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $8,585
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
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: 00000 )
Policy contract number30014978
Policy instance 6
Insurance contract or identification number30014978
Number of Individuals Covered714
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $3,654
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number932970
Policy instance 3
Insurance contract or identification number932970
Number of Individuals Covered452
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $3,775
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677142G
Policy instance 2
Insurance contract or identification number677142G
Number of Individuals Covered1051
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $13,802
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $98,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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