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NEW ENGLAND TRACTOR TRAILER TRAINING SCHOOLS WRAP BENEFIT PLAN 401k Plan overview

Plan NameNEW ENGLAND TRACTOR TRAILER TRAINING SCHOOLS WRAP BENEFIT PLAN
Plan identification number 501

NEW ENGLAND TRACTOR TRAILER TRAINING SCHOOLS WRAP BENEFIT PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    NEW ENGLAND TRACTOR TRAILER TRAINING SCHOOL has sponsored the creation of one or more 401k plans.

    Company Name:NEW ENGLAND TRACTOR TRAILER TRAINING SCHOOL
    Employer identification number (EIN):042424801
    NAIC Classification:611000

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan NEW ENGLAND TRACTOR TRAILER TRAINING SCHOOLS WRAP BENEFIT PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    5012019-12-01VERONICA WILKINSON2021-04-13
    5012018-12-01VERONICA WILKINSON2020-06-23
    5012017-12-01VERONICA WILKINSON2019-06-24
    5012016-12-01
    5012015-12-01
    5012014-12-01

    Plan Statistics for NEW ENGLAND TRACTOR TRAILER TRAINING SCHOOLS WRAP BENEFIT PLAN

    401k plan membership statisitcs for NEW ENGLAND TRACTOR TRAILER TRAINING SCHOOLS WRAP BENEFIT PLAN

    Measure Date Value
    2019
    Total participants, beginning-of-year2019-12-01162
    Total number of active participants reported on line 7a of the Form 55002019-12-01170
    Number of retired or separated participants receiving benefits2019-12-010
    Number of other retired or separated participants entitled to future benefits2019-12-010
    Total of all active and inactive participants2019-12-01170
    Number of employers contributing to the scheme2019-12-010
    2018
    Total participants, beginning-of-year2018-12-01219
    Total number of active participants reported on line 7a of the Form 55002018-12-01162
    Number of retired or separated participants receiving benefits2018-12-010
    Number of other retired or separated participants entitled to future benefits2018-12-010
    Total of all active and inactive participants2018-12-01162
    Number of employers contributing to the scheme2018-12-010
    2017
    Total participants, beginning-of-year2017-12-01160
    Total number of active participants reported on line 7a of the Form 55002017-12-01219
    Number of retired or separated participants receiving benefits2017-12-010
    Number of other retired or separated participants entitled to future benefits2017-12-010
    Total of all active and inactive participants2017-12-01219
    Number of employers contributing to the scheme2017-12-010
    2016
    Total participants, beginning-of-year2016-12-01145
    Total number of active participants reported on line 7a of the Form 55002016-12-01159
    Number of retired or separated participants receiving benefits2016-12-010
    Number of other retired or separated participants entitled to future benefits2016-12-010
    Total of all active and inactive participants2016-12-01159
    2015
    Total participants, beginning-of-year2015-12-01159
    Total number of active participants reported on line 7a of the Form 55002015-12-01145
    Number of retired or separated participants receiving benefits2015-12-010
    Number of other retired or separated participants entitled to future benefits2015-12-010
    Total of all active and inactive participants2015-12-01145
    2014
    Total participants, beginning-of-year2014-12-010
    Total number of active participants reported on line 7a of the Form 55002014-12-01158
    Number of retired or separated participants receiving benefits2014-12-011
    Number of other retired or separated participants entitled to future benefits2014-12-010
    Total of all active and inactive participants2014-12-01159

    Form 5500 Responses

    2019
    2019-12-01Type of plan entitySingle employer plan
    2019-12-01Plan funding arrangement – InsuranceYes
    2019-12-01Plan funding arrangement – General assets of the sponsorYes
    2019-12-01Plan benefit arrangement – InsuranceYes
    2019-12-01Plan benefit arrangement – General assets of the sponsorYes
    2018
    2018-12-01Type of plan entitySingle employer plan
    2018-12-01Plan funding arrangement – InsuranceYes
    2018-12-01Plan funding arrangement – General assets of the sponsorYes
    2018-12-01Plan benefit arrangement – InsuranceYes
    2018-12-01Plan benefit arrangement – General assets of the sponsorYes
    2017
    2017-12-01Type of plan entitySingle employer plan
    2017-12-01Plan funding arrangement – InsuranceYes
    2017-12-01Plan funding arrangement – General assets of the sponsorYes
    2017-12-01Plan benefit arrangement – InsuranceYes
    2017-12-01Plan benefit arrangement – General assets of the sponsorYes
    2016
    2016-12-01Type of plan entitySingle employer plan
    2016-12-01Plan funding arrangement – InsuranceYes
    2016-12-01Plan funding arrangement – General assets of the sponsorYes
    2016-12-01Plan benefit arrangement – InsuranceYes
    2016-12-01Plan benefit arrangement – General assets of the sponsorYes
    2015
    2015-12-01Type of plan entitySingle employer plan
    2015-12-01Submission has been amendedNo
    2015-12-01This submission is the final filingNo
    2015-12-01This return/report is a short plan year return/report (less than 12 months)No
    2015-12-01Plan is a collectively bargained planNo
    2015-12-01Plan funding arrangement – InsuranceYes
    2015-12-01Plan benefit arrangement – InsuranceYes
    2014
    2014-12-01Type of plan entitySingle employer plan
    2014-12-01First time form 5500 has been submittedYes
    2014-12-01Submission has been amendedNo
    2014-12-01This submission is the final filingNo
    2014-12-01This return/report is a short plan year return/report (less than 12 months)No
    2014-12-01Plan is a collectively bargained planNo
    2014-12-01Plan funding arrangement – InsuranceYes
    2014-12-01Plan benefit arrangement – InsuranceYes

    Insurance Providers Used on plan

    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberGL652244
    Policy instance 4
    Insurance contract or identification numberGL652244
    Number of Individuals Covered164
    Insurance policy start date2018-12-01
    Insurance policy end date2019-11-30
    Total amount of commissions paid to insurance brokerUSD $4,598
    Total amount of fees paid to insurance companyUSD $577
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $43,185
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    TUFTS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60117 )
    Policy contract number49324000
    Policy instance 3
    Insurance contract or identification number49324000
    Number of Individuals Covered2
    Insurance policy start date2018-12-01
    Insurance policy end date2019-11-30
    Total amount of commissions paid to insurance brokerUSD $678
    Total amount of fees paid to insurance companyUSD $163
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $20,987
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 )
    Policy contract number53752000
    Policy instance 2
    Insurance contract or identification number53752000
    Number of Individuals Covered100
    Insurance policy start date2018-12-01
    Insurance policy end date2019-11-30
    Total amount of commissions paid to insurance brokerUSD $22,527
    Total amount of fees paid to insurance companyUSD $5,924
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $679,506
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    CONNECTICARE, INC. (National Association of Insurance Commissioners NAIC id number: 95675 )
    Policy contract number2605
    Policy instance 1
    Insurance contract or identification number2605
    Number of Individuals Covered62
    Insurance policy start date2018-12-01
    Insurance policy end date2019-11-30
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $19,738
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $505,206
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberGL652244
    Policy instance 4
    Insurance contract or identification numberGL652244
    Number of Individuals Covered219
    Insurance policy start date2017-12-01
    Insurance policy end date2018-11-30
    Total amount of commissions paid to insurance brokerUSD $4,263
    Total amount of fees paid to insurance companyUSD $132
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $37,989
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    TUFTS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60117 )
    Policy contract number49324000
    Policy instance 3
    Insurance contract or identification number49324000
    Number of Individuals Covered2
    Insurance policy start date2017-12-01
    Insurance policy end date2018-11-30
    Total amount of commissions paid to insurance brokerUSD $656
    Total amount of fees paid to insurance companyUSD $55
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $19,357
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 )
    Policy contract number53752000
    Policy instance 2
    Insurance contract or identification number53752000
    Number of Individuals Covered96
    Insurance policy start date2017-12-01
    Insurance policy end date2018-11-30
    Total amount of commissions paid to insurance brokerUSD $21,536
    Total amount of fees paid to insurance companyUSD $1,262
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $646,275
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    CONNECTICARE, INC. (National Association of Insurance Commissioners NAIC id number: 95675 )
    Policy contract number2605
    Policy instance 1
    Insurance contract or identification number2605
    Number of Individuals Covered73
    Insurance policy start date2017-12-01
    Insurance policy end date2018-11-30
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $22,040
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $569,402
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberLTD654260
    Policy instance 4
    Insurance contract or identification numberLTD654260
    Number of Individuals Covered145
    Insurance policy start date2015-12-01
    Insurance policy end date2016-11-30
    Total amount of commissions paid to insurance brokerUSD $1,664
    Total amount of fees paid to insurance companyUSD $142
    Are there contracts with allocated funds for individual policies?No
    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 planNo
    Contracts With Unallocated Funds Deposit Administration0
    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 BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    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 CarrierUSD $11,090
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,664
    Amount paid for insurance broker fees0
    Additional information about fees paid to insurance brokerCOMMISSIONS
    Insurance broker organization code?3
    Insurance broker nameNFP INSURANCE SERVICES INC
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberG656379
    Policy instance 3
    Insurance contract or identification numberG656379
    Number of Individuals Covered145
    Insurance policy start date2015-12-01
    Insurance policy end date2016-11-30
    Total amount of commissions paid to insurance brokerUSD $617
    Total amount of fees paid to insurance companyUSD $69
    Are there contracts with allocated funds for individual policies?No
    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 planNo
    Contracts With Unallocated Funds Deposit Administration0
    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 BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    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 CarrierUSD $5,609
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $617
    Amount paid for insurance broker fees0
    Additional information about fees paid to insurance brokerCOMMISSIONS
    Insurance broker organization code?3
    Insurance broker nameNFP INSURANCE SERVICES INC
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberGL652244
    Policy instance 2
    Insurance contract or identification numberGL652244
    Number of Individuals Covered145
    Insurance policy start date2015-12-01
    Insurance policy end date2016-11-30
    Total amount of commissions paid to insurance brokerUSD $1,778
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    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 planNo
    Contracts With Unallocated Funds Deposit Administration0
    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 BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedAD&D
    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 CarrierUSD $17,083
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,560
    Amount paid for insurance broker fees0
    Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
    Insurance broker organization code?3
    Insurance broker nameNFP INSURANCE SERVICES INC
    BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
    Policy contract number4819181
    Policy instance 1
    Insurance contract or identification number4819181
    Number of Individuals Covered158
    Insurance policy start date2015-12-01
    Insurance policy end date2016-11-30
    Total amount of commissions paid to insurance brokerUSD $30,976
    Total amount of fees paid to insurance companyUSD $7,350
    Are there contracts with allocated funds for individual policies?No
    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 planNo
    Contracts With Unallocated Funds Deposit Administration0
    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 BenefitYes
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $30,976
    Amount paid for insurance broker fees7350
    Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
    Insurance broker organization code?3
    Insurance broker nameNFP CORPORATE SERVICES NY LLC
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberLTD654260
    Policy instance 4
    Insurance contract or identification numberLTD654260
    Number of Individuals Covered158
    Insurance policy start date2014-12-01
    Insurance policy end date2015-11-30
    Total amount of commissions paid to insurance brokerUSD $1,671
    Total amount of fees paid to insurance companyUSD $227
    Are there contracts with allocated funds for individual policies?No
    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 planNo
    Contracts With Unallocated Funds Deposit Administration0
    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 BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    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 CarrierUSD $11,139
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,671
    Amount paid for insurance broker fees101
    Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
    Insurance broker organization code?3
    Insurance broker nameNFP INSURANCE SERVICES INC
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberG656379
    Policy instance 3
    Insurance contract or identification numberG656379
    Number of Individuals Covered156
    Insurance policy start date2014-12-01
    Insurance policy end date2015-11-30
    Total amount of commissions paid to insurance brokerUSD $602
    Total amount of fees paid to insurance companyUSD $123
    Are there contracts with allocated funds for individual policies?No
    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 planNo
    Contracts With Unallocated Funds Deposit Administration0
    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 BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    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 CarrierUSD $5,469
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $602
    Amount paid for insurance broker fees55
    Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
    Insurance broker organization code?3
    Insurance broker nameNFP INSURANCE SERVICES INC
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberGL652244
    Policy instance 2
    Insurance contract or identification numberGL652244
    Number of Individuals Covered158
    Insurance policy start date2014-12-01
    Insurance policy end date2015-11-30
    Total amount of commissions paid to insurance brokerUSD $1,563
    Total amount of fees paid to insurance companyUSD $344
    Are there contracts with allocated funds for individual policies?No
    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 planNo
    Contracts With Unallocated Funds Deposit Administration0
    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 BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedAD&D
    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 CarrierUSD $17,122
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,563
    Amount paid for insurance broker fees153
    Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
    Insurance broker organization code?3
    Insurance broker nameNFP INSURANCE SERVICES INC
    BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
    Policy contract number4819181
    Policy instance 1
    Insurance contract or identification number4819181
    Number of Individuals Covered157
    Insurance policy start date2014-12-01
    Insurance policy end date2015-11-30
    Total amount of commissions paid to insurance brokerUSD $30,410
    Total amount of fees paid to insurance companyUSD $9,482
    Are there contracts with allocated funds for individual policies?No
    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 planNo
    Contracts With Unallocated Funds Deposit Administration0
    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 BenefitYes
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    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 CarrierUSD $1,111,616
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $30,410
    Amount paid for insurance broker fees9482
    Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
    Insurance broker organization code?3
    Insurance broker nameNFP CORPORATE SERVICES NY LLC

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