HANKEY INVESTMENT COMPANY, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HANKEY INVESTMENT COMPANY LP HEALTH PLAN
Measure | Date | Value |
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2022: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 1,714 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,692 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 1,692 |
Total participants | 2022-01-01 | 1,692 |
2021: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-09-01 | 1,740 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 1,714 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 0 |
Total of all active and inactive participants | 2021-09-01 | 1,714 |
Total participants | 2021-09-01 | 1,714 |
2020: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-09-01 | 1,486 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 1,740 |
Total of all active and inactive participants | 2020-09-01 | 1,740 |
Total participants | 2020-09-01 | 1,740 |
2019: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-09-01 | 1,831 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 1,486 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 0 |
Total of all active and inactive participants | 2019-09-01 | 1,486 |
Total participants | 2019-09-01 | 1,486 |
2018: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-09-01 | 1,535 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 1,831 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
Total of all active and inactive participants | 2018-09-01 | 1,831 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 0 |
Total participants | 2018-09-01 | 1,831 |
Number of participants with account balances | 2018-09-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-09-01 | 0 |
2017: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-01 | 1,613 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 1,535 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 0 |
Total of all active and inactive participants | 2017-09-01 | 1,535 |
Total participants | 2017-09-01 | 1,535 |
2016: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 1,611 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 1,613 |
Total of all active and inactive participants | 2016-09-01 | 1,613 |
Total participants | 2016-09-01 | 1,613 |
2015: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-09-01 | 1,391 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 1,611 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 0 |
Total of all active and inactive participants | 2015-09-01 | 1,611 |
Total participants | 2015-09-01 | 1,611 |
2014: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-09-01 | 1,451 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 1,391 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 0 |
Total of all active and inactive participants | 2014-09-01 | 1,391 |
Total participants | 2014-09-01 | 1,391 |
2013: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-09-01 | 1,456 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 1,451 |
Total of all active and inactive participants | 2013-09-01 | 1,451 |
Total participants | 2013-09-01 | 1,451 |
2012: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-09-01 | 1,410 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 1,456 |
Total of all active and inactive participants | 2012-09-01 | 1,456 |
Total participants | 2012-09-01 | 1,456 |
2011: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-09-01 | 1,051 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 1,410 |
Total of all active and inactive participants | 2011-09-01 | 1,410 |
Total participants | 2011-09-01 | 1,410 |
2009: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-09-01 | 965 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 950 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 0 |
Total of all active and inactive participants | 2009-09-01 | 950 |
Total participants | 2009-09-01 | 950 |
2022: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2021 form 5500 responses |
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2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-09-01 | Plan funding arrangement – Insurance | Yes |
2021-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-09-01 | Plan benefit arrangement – Insurance | Yes |
2021-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2020 form 5500 responses |
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2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Plan funding arrangement – Insurance | Yes |
2020-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-09-01 | Plan benefit arrangement – Insurance | Yes |
2020-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2019 form 5500 responses |
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2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Plan funding arrangement – Insurance | Yes |
2019-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-09-01 | Plan benefit arrangement – Insurance | Yes |
2019-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2018 form 5500 responses |
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2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Plan funding arrangement – Insurance | Yes |
2018-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-09-01 | Plan benefit arrangement – Insurance | Yes |
2018-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2017 form 5500 responses |
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2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Plan funding arrangement – Insurance | Yes |
2017-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-09-01 | Plan benefit arrangement – Insurance | Yes |
2017-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2016 form 5500 responses |
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2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Plan funding arrangement – Insurance | Yes |
2016-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-09-01 | Plan benefit arrangement – Insurance | Yes |
2016-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2015 form 5500 responses |
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2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Plan funding arrangement – Insurance | Yes |
2015-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-09-01 | Plan benefit arrangement – Insurance | Yes |
2015-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2014 form 5500 responses |
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2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Plan funding arrangement – Insurance | Yes |
2014-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-09-01 | Plan benefit arrangement – Insurance | Yes |
2014-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2013 form 5500 responses |
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2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Plan funding arrangement – Insurance | Yes |
2013-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-09-01 | Plan benefit arrangement – Insurance | Yes |
2013-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2012 form 5500 responses |
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2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Plan funding arrangement – Insurance | Yes |
2012-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-09-01 | Plan benefit arrangement – Insurance | Yes |
2012-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2011 form 5500 responses |
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2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: HANKEY INVESTMENT COMPANY LP HEALTH PLAN 2009 form 5500 responses |
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2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B33C |
Policy instance | 2 |
Insurance contract or identification number | G000B33C | Number of Individuals Covered | 1692 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $94,935 | Total amount of fees paid to insurance company | USD $20,920 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $632,903 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $94,935 | Amount paid for insurance broker fees | 20920 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL36601 |
Policy instance | 1 |
Insurance contract or identification number | HCL36601 | Number of Individuals Covered | 1212 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of fees paid to insurance company | USD $18,613 | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 1694 | Additional information about fees paid to insurance broker | OVERRIDE | Insurance broker organization code? | 3 |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL36601 |
Policy instance | 1 |
Insurance contract or identification number | HCL36601 | Number of Individuals Covered | 1271 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2021-12-31 | Total amount of fees paid to insurance company | USD $6,649 | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 6649 | Additional information about fees paid to insurance broker | OTHER OVERRIDE PAYMENTS | Insurance broker organization code? | 0 |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B33C |
Policy instance | 2 |
Insurance contract or identification number | G000B33C | Number of Individuals Covered | 1714 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $31,726 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $208,776 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $23,920 | Insurance broker organization code? | 3 |
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BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 ) |
Policy contract number | WOO52232 |
Policy instance | 2 |
Insurance contract or identification number | WOO52232 | Number of Individuals Covered | 1950 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $66,714 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B33C |
Policy instance | 3 |
Insurance contract or identification number | G000B33C | Number of Individuals Covered | 1740 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $99,905 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $657,651 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $99,905 | Insurance broker organization code? | 3 |
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CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | W0052232 |
Policy instance | 1 |
Insurance contract or identification number | W0052232 | Number of Individuals Covered | 0 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $-6 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B33C |
Policy instance | 4 |
Insurance contract or identification number | G000B33C | Number of Individuals Covered | 1486 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $87,833 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $576,717 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $87,833 | Insurance broker organization code? | 3 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 30014978 |
Policy instance | 3 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 1220 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $6,009 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,009 | Insurance broker organization code? | 3 |
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BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 ) |
Policy contract number | WOO52232 |
Policy instance | 2 |
Insurance contract or identification number | WOO52232 | Number of Individuals Covered | 1978 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $70,015 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | W0052232 |
Policy instance | 1 |
Insurance contract or identification number | W0052232 | Number of Individuals Covered | 1978 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $93,135 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B33C |
Policy instance | 4 |
Insurance contract or identification number | G000B33C | Number of Individuals Covered | 1831 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $79,888 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $524,041 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $79,888 | Insurance broker organization code? | 3 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 30014978 |
Policy instance | 3 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 1270 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $8,358 | Vision 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 $8,358 | Insurance broker organization code? | 3 |
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BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 ) |
Policy contract number | WOO52232 |
Policy instance | 2 |
Insurance contract or identification number | WOO52232 | Number of Individuals Covered | 1894 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $685,392 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | W0052232 |
Policy instance | 1 |
Insurance contract or identification number | W0052232 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $105,249 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | W0052232 |
Policy instance | 1 |
Insurance contract or identification number | W0052232 | Number of Individuals Covered | 771 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $137,704 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B33C |
Policy instance | 4 |
Insurance contract or identification number | G000B33C | Number of Individuals Covered | 1535 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $73,783 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $487,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $73,783 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 30014978 |
Policy instance | 3 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 1196 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $8,325 | Vision 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 $8,325 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 ) |
Policy contract number | WOO52232 |
Policy instance | 2 |
Insurance contract or identification number | WOO52232 | Number of Individuals Covered | 1837 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $668,168 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 4 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 1611 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $53,023 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $353,479 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $53,023 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 30014978 |
Policy instance | 3 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 1086 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $7,419 | Vision 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 $7,419 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 2 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 1164 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $542,011 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | DH5362 |
Policy instance | 1 |
Insurance contract or identification number | DH5362 | Number of Individuals Covered | 744 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $100,910 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 4 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 1391 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $37,374 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $249,154 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,374 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 2 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 1069 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $588,660 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | DH5362 |
Policy instance | 1 |
Insurance contract or identification number | DH5362 | Number of Individuals Covered | 817 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $96,776 | 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 | 30014978 |
Policy instance | 3 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 1066 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $6,744 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,744 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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CIGNA HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 3336189 |
Policy instance | 2 |
Insurance contract or identification number | 3336189 | Number of Individuals Covered | 1157 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,820,993 | 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 | 30014978 |
Policy instance | 3 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 999 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $6,223 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,223 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 4 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 1451 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $31,308 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $208,718 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,308 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3336189 |
Policy instance | 1 |
Insurance contract or identification number | 3336189 | Number of Individuals Covered | 1325 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Other welfare benefits provided | PREPAID DENTAL | Welfare Benefit Premiums Paid to Carrier | USD $572,690 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 3336189 |
Policy instance | 2 |
Insurance contract or identification number | 3336189 | Number of Individuals Covered | 1371 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Other welfare benefits provided | PREPAID DENTAL | Welfare Benefit Premiums Paid to Carrier | USD $527,798 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CIGNA HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 3336189 |
Policy instance | 3 |
Insurance contract or identification number | 3336189 | Number of Individuals Covered | 1172 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,654,333 | 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 | 30014978 |
Policy instance | 4 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 967 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $5,436 | Vision 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 $5,436 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES, INC. |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AJFN |
Policy instance | 1 |
Insurance contract or identification number | G000AJFN | Number of Individuals Covered | 1456 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $32,549 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $216,995 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,051 | Insurance broker organization code? | 3 | Insurance broker name | MEI INSURANCE SERVICES INC. |
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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 2 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 949 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $141,733 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,096,602 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
Policy contract number | 883142-011 |
Policy instance | 5 |
Insurance contract or identification number | 883142-011 | Number of Individuals Covered | 815 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $32,997 | Total amount of fees paid to insurance company | USD $0 | Dental 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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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AJFN |
Policy instance | 1 |
Insurance contract or identification number | G000AJFN | Number of Individuals Covered | 1410 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $26,548 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $168,513 | 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 | 30014978 |
Policy instance | 3 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 850 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $4,367 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 883142-001 |
Policy instance | 4 |
Insurance contract or identification number | 883142-001 | Number of Individuals Covered | 620 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $8,880 | Total amount of fees paid to insurance company | USD $0 | Dental 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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UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
Policy contract number | 883142-011 |
Policy instance | 1 |
Insurance contract or identification number | 883142-011 | Number of Individuals Covered | 695 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $26,317 | Total amount of fees paid to insurance company | USD $0 | Dental 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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HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 4 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 833 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $113,574 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,296,071 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 883142-001 |
Policy instance | 5 |
Insurance contract or identification number | 883142-001 | Number of Individuals Covered | 585 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $8,585 | Total amount of fees paid to insurance company | USD $0 | Dental 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 | 30014978 |
Policy instance | 6 |
Insurance contract or identification number | 30014978 | Number of Individuals Covered | 714 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $3,654 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 932970 |
Policy instance | 3 |
Insurance contract or identification number | 932970 | Number of Individuals Covered | 452 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $3,775 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,542 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 677142G |
Policy instance | 2 |
Insurance contract or identification number | 677142G | Number of Individuals Covered | 1051 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $13,802 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $98,082 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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