GOODWILL INDUSTRIES OF GREATER CLEVELAND AND EAST CENTRAL OHIO, INC. has sponsored the creation of one or more 401k plans.
Additional information about GOODWILL INDUSTRIES OF GREATER CLEVELAND AND EAST CENTRAL OHIO, INC.
Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP
401k plan membership statisitcs for GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP
| Measure | Date | Value |
|---|
| 2023: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-10-01 | 558 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-10-01 | 503 |
| Number of retired or separated participants receiving benefits | 2023-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-10-01 | 17 |
| Total of all active and inactive participants | 2023-10-01 | 521 |
| Number of employers contributing to the scheme | 2023-10-01 | 0 |
| 2022: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 479 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 138 |
| Number of retired or separated participants receiving benefits | 2022-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 19 |
| Total of all active and inactive participants | 2022-10-01 | 158 |
| Number of employers contributing to the scheme | 2022-10-01 | 0 |
| 2021: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 438 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 454 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 13 |
| Total of all active and inactive participants | 2021-10-01 | 468 |
| Number of employers contributing to the scheme | 2021-10-01 | 0 |
| 2020: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 446 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 499 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 19 |
| Total of all active and inactive participants | 2020-10-01 | 521 |
| Number of employers contributing to the scheme | 2020-10-01 | 0 |
| 2019: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 469 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 451 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 11 |
| Total of all active and inactive participants | 2019-10-01 | 462 |
| 2018: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 467 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 464 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
| Total of all active and inactive participants | 2018-10-01 | 469 |
| 2017: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 467 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 424 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 430 |
| 2016: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 424 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 453 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
| Total of all active and inactive participants | 2016-10-01 | 467 |
| 2015: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 222 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 412 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
| Total of all active and inactive participants | 2015-10-01 | 424 |
| 2014: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 345 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 218 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 222 |
| 2013: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 313 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 338 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
| Total of all active and inactive participants | 2013-10-01 | 345 |
| 2012: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 281 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 303 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
| Total of all active and inactive participants | 2012-10-01 | 313 |
| 2011: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 263 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 279 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 2 |
| Total of all active and inactive participants | 2011-10-01 | 281 |
| 2010: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 267 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 260 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 3 |
| Total of all active and inactive participants | 2010-10-01 | 263 |
| 2009: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 285 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 263 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
| Total of all active and inactive participants | 2009-10-01 | 267 |
| Total participants | 2009-10-01 | 0 |
| 2023: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2023 form 5500 responses |
|---|
| 2023-10-01 | Type of plan entity | Single employer plan |
| 2023-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-10-01 | Plan funding arrangement – Insurance | Yes |
| 2023-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Submission has been amended | No |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Submission has been amended | No |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GOODWILL INDUSTRIES OF GREATER CLEVELAND AND ECO WBP 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400241912 |
| Policy instance | 1 |
| Insurance contract or identification number | 400241912 | | Number of Individuals Covered | 479 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Total amount of commissions paid to insurance broker | USD $23,135 | | Total amount of fees paid to insurance company | USD $20,020 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $407,599 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400241912 |
| Policy instance | 1 |
| Insurance contract or identification number | 400241912 | | Number of Individuals Covered | 450 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $18,599 | | Total amount of fees paid to insurance company | USD $14,937 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $347,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,599 | | Amount paid for insurance broker fees | 14937 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400241912 |
| Policy instance | 1 |
| Insurance contract or identification number | 400241912 | | Number of Individuals Covered | 452 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $26,046 | | Total amount of fees paid to insurance company | USD $12,647 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $391,113 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,046 | | Amount paid for insurance broker fees | 12647 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400241912 |
| Policy instance | 1 |
| Insurance contract or identification number | 400241912 | | Number of Individuals Covered | 439 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $23,698 | | Total amount of fees paid to insurance company | USD $14,278 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $369,488 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,698 | | Amount paid for insurance broker fees | 14278 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400001000 23948 |
| Policy instance | 4 |
| Insurance contract or identification number | 400001000 23948 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $5,004 | | Total amount of fees paid to insurance company | USD $1,849 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,489 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,004 | | Amount paid for insurance broker fees | 1849 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10241910-13 |
| Policy instance | 3 |
| Insurance contract or identification number | 10241910-13 | | Number of Individuals Covered | 457 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $11,719 | | Total amount of fees paid to insurance company | USD $7,572 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $191,261 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,719 | | Amount paid for insurance broker fees | 7572 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 1D037147 37162 |
| Policy instance | 2 |
| Insurance contract or identification number | 1D037147 37162 | | Number of Individuals Covered | 141 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $4,682 | | Total amount of fees paid to insurance company | USD $4,856 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $93,041 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,682 | | Amount paid for insurance broker fees | 4856 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00172856 |
| Policy instance | 1 |
| Insurance contract or identification number | 00172856 | | Number of Individuals Covered | 426 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $387,566 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 40001000 |
| Policy instance | 4 |
| Insurance contract or identification number | 40001000 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $5,425 | | Total amount of fees paid to insurance company | USD $2,778 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,731 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,425 | | Amount paid for insurance broker fees | 2778 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10241910-13 |
| Policy instance | 3 |
| Insurance contract or identification number | 10241910-13 | | Number of Individuals Covered | 464 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $12,603 | | Total amount of fees paid to insurance company | USD $9,870 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $185,670 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,603 | | Amount paid for insurance broker fees | 9870 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 1D037162 |
| Policy instance | 2 |
| Insurance contract or identification number | 1D037162 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $1,799 | | Total amount of fees paid to insurance company | USD $1,292 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,849 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,799 | | Amount paid for insurance broker fees | 1292 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | G1728 |
| Policy instance | 1 |
| Insurance contract or identification number | G1728 | | Number of Individuals Covered | 374 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $567,364 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 40001000 |
| Policy instance | 6 |
| Insurance contract or identification number | 40001000 | | Number of Individuals Covered | 115 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $1,848 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,216 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10241910-13 |
| Policy instance | 5 |
| Insurance contract or identification number | 10241910-13 | | Number of Individuals Covered | 409 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $6,445 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $72,781 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 1D037147 & 62 |
| Policy instance | 4 |
| Insurance contract or identification number | 1D037147 & 62 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $2,592 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,979 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00438095 |
| Policy instance | 3 |
| Insurance contract or identification number | 00438095 | | Number of Individuals Covered | 434 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $10,785 | | Total amount of fees paid to insurance company | USD $7,238 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability 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 $152,287 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | G1728 |
| Policy instance | 2 |
| Insurance contract or identification number | G1728 | | Number of Individuals Covered | 373 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $5,611 | | Total amount of fees paid to insurance company | USD $772 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $399,680 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00414386 |
| Policy instance | 1 |
| Insurance contract or identification number | 00414386 | | Number of Individuals Covered | 282 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $7,136 | | Total amount of fees paid to insurance company | USD $6,677 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $129,197 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
