THE UNIVERSITY CLUB has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE UNIVERSITY CLUB LIFE INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2023: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-09-01 | 197 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-09-01 | 217 |
| Number of retired or separated participants receiving benefits | 2023-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-09-01 | 0 |
| Total of all active and inactive participants | 2023-09-01 | 217 |
| 2022: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-09-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 197 |
| Number of retired or separated participants receiving benefits | 2022-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-09-01 | 0 |
| Total of all active and inactive participants | 2022-09-01 | 197 |
| 2020: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 223 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 88 |
| Number of retired or separated participants receiving benefits | 2020-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 0 |
| Total of all active and inactive participants | 2020-09-01 | 88 |
| 2019: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 223 |
| 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 | 223 |
| 2018: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 163 |
| Total of all active and inactive participants | 2018-09-01 | 163 |
| Total participants | 2018-09-01 | 163 |
| 2017: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 163 |
| Total of all active and inactive participants | 2017-09-01 | 163 |
| 2016: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 256 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 163 |
| Total of all active and inactive participants | 2016-09-01 | 163 |
| Total participants | 2016-09-01 | 163 |
| 2015: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 251 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 256 |
| Total of all active and inactive participants | 2015-09-01 | 256 |
| Total participants | 2015-09-01 | 256 |
| 2014: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 251 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 251 |
| Total of all active and inactive participants | 2014-09-01 | 251 |
| Total participants | 2014-09-01 | 251 |
| 2013: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 249 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 251 |
| Total of all active and inactive participants | 2013-09-01 | 251 |
| Total participants | 2013-09-01 | 251 |
| 2012: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 258 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 249 |
| Total of all active and inactive participants | 2012-09-01 | 249 |
| Total participants | 2012-09-01 | 249 |
| 2011: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 252 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 258 |
| Total of all active and inactive participants | 2011-09-01 | 258 |
| Total participants | 2011-09-01 | 258 |
| 2009: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 227 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 253 |
| Total of all active and inactive participants | 2009-09-01 | 253 |
| Total participants | 2009-09-01 | 253 |
| Measure | Date | Value |
|---|
| 2024 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2024 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-08-31 | No |
| Was this plan covered by a fidelity bond | 2024-08-31 | No |
| If this is an individual account plan, was there a blackout period | 2024-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-08-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-08-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-08-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-08-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2024-08-31 | No |
| Did the plan have assets held for investment | 2024-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-08-31 | No |
| 2023 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2023 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-08-31 | No |
| Was this plan covered by a fidelity bond | 2023-08-31 | No |
| If this is an individual account plan, was there a blackout period | 2023-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-08-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-08-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-08-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-08-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-08-31 | No |
| Did the plan have assets held for investment | 2023-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-08-31 | No |
| 2021 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2021 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-08-31 | No |
| Was this plan covered by a fidelity bond | 2021-08-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-08-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-08-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-08-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-08-31 | No |
| Did the plan have assets held for investment | 2021-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-08-31 | No |
| 2020 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2020 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-31 | No |
| Was this plan covered by a fidelity bond | 2020-08-31 | No |
| If this is an individual account plan, was there a blackout period | 2020-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-08-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-08-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-08-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-08-31 | No |
| Did the plan have assets held for investment | 2020-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-31 | No |
| 2019 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2019 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-08-31 | No |
| Was this plan covered by a fidelity bond | 2019-08-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-08-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-08-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-08-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-08-31 | No |
| Did the plan have assets held for investment | 2019-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-08-31 | No |
| 2018 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2018 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-08-31 | No |
| Was this plan covered by a fidelity bond | 2018-08-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-08-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-08-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-08-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-08-31 | No |
| Did the plan have assets held for investment | 2018-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-08-31 | No |
| 2023: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2023 form 5500 responses |
|---|
| 2023-09-01 | Type of plan entity | Single employer plan |
| 2023-09-01 | Plan funding arrangement – Insurance | Yes |
| 2023-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | Plan funding arrangement – Insurance | Yes |
| 2022-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Plan funding arrangement – Insurance | Yes |
| 2020-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Plan funding arrangement – Insurance | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Submission has been amended | Yes |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 408260 |
| Policy instance | 1 |
| Insurance contract or identification number | 408260 | | Number of Individuals Covered | 217 | | Insurance policy start date | 2023-09-01 | | Insurance policy end date | 2024-08-31 | | Total amount of commissions paid to insurance broker | USD $4,726 | | 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 | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $43,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 408260 |
| Policy instance | 1 |
| Insurance contract or identification number | 408260 | | Number of Individuals Covered | 197 | | Insurance policy start date | 2022-09-01 | | Insurance policy end date | 2023-08-31 | | Total amount of commissions paid to insurance broker | USD $4,527 | | 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 | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $49,034 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,527 | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 408260 |
| Policy instance | 1 |
| Insurance contract or identification number | 408260 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $2,549 | | 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 | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $22,586 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,549 | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 408260 |
| Policy instance | 1 |
| Insurance contract or identification number | 408260 | | Number of Individuals Covered | 223 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $4,616 | | 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 | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $49,058 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,616 | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 408260 |
| Policy instance | 1 |
| Insurance contract or identification number | 408260 | | Number of Individuals Covered | 163 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $4,721 | | 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 | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $39,343 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,721 | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 408260 |
| Policy instance | 1 |
| Insurance contract or identification number | 408260 | | Number of Individuals Covered | 163 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $3,849 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,486 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | GLCL0ABW8 |
| Policy instance | 1 |
| Insurance contract or identification number | GLCL0ABW8 | | Number of Individuals Covered | 251 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2015-01-01 | | Total amount of commissions paid to insurance broker | USD $2,343 | | Total amount of fees paid to insurance company | USD $1,418 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $24,959 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $2,343 | | Amount paid for insurance broker fees | 1418 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | NFP CORPROATE SERVICES (NY) LLC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000ABW8 |
| Policy instance | 1 |
| Insurance contract or identification number | G000ABW8 | | Number of Individuals Covered | 251 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $2,496 | | Total amount of fees paid to insurance company | USD $1,511 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $24,959 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,496 | | Amount paid for insurance broker fees | 1511 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | NFP CORPROATE SERVICES (NY) LLC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000ABW8 |
| Policy instance | 1 |
| Insurance contract or identification number | G000ABW8 | | Total amount of commissions paid to insurance broker | USD $3,930 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $24,507 | | Commission paid to Insurance Broker | USD $3,930 | | Insurance broker organization code? | 3 | | Insurance broker name | NFP CORPROATE SERVICES (NY) LLC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000ABW8 |
| Policy instance | 1 |
| Insurance contract or identification number | G000ABW8 | | Number of Individuals Covered | 258 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2012-01-01 | | Total amount of commissions paid to insurance broker | USD $2,466 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $24,659 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
| Policy contract number | G000ABW8 |
| Policy instance | 1 |
| Insurance contract or identification number | G000ABW8 | | Number of Individuals Covered | 252 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $3,467 | | 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 | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $28,505 |
|
