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GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 401k Plan overview

Plan NameGREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN
Plan identification number 503

GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

GREAT LAKES FINANCIAL RESOURCES INC. has sponsored the creation of one or more 401k plans.

Company Name:GREAT LAKES FINANCIAL RESOURCES INC.
Employer identification number (EIN):363152202
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032012-01-01THOMAS AGLER
5032012-01-01THOMAS S. AGLER
5032011-01-01THOMAS AGLER
5032010-01-01THOMAS AGLER
5032009-01-01THOMAS AGLER

Plan Statistics for GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN

401k plan membership statisitcs for GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN

Measure Date Value
2012: GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-0187
Number of retired or separated participants receiving benefits2012-01-014
2011: GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01114
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Total of all active and inactive participants2011-01-01161
Total participants2011-01-01161
2010: GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01209
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Total of all active and inactive participants2010-01-01114
Total participants2010-01-01114
2009: GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01202
Total number of active participants reported on line 7a of the Form 55002009-01-01209
Total of all active and inactive participants2009-01-01209
Total participants2009-01-01209

Form 5500 Responses for GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN

2012: GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: GREAT LAKES FINANCIAL RESOURCES, INC. AND AFFILIATES EMPLOYEES MEDICAL AND DENTAL BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number7125K7
Policy instance 1
Insurance contract or identification number7125K7
Number of Individuals Covered90
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,757
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
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
Commission paid to Insurance BrokerUSD $2,757
Insurance broker organization code?3
Insurance broker nameWILLIS OF IL/MOLINE
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB63566 P63566
Policy instance 2
Insurance contract or identification numberB63566 P63566
Number of Individuals Covered133
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,623
Health Insurance Welfare BenefitYes
Other welfare benefits providedHSA
Welfare Benefit Premiums Paid to CarrierUSD $858,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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
Dental Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $34,623
Insurance broker organization code?3
Insurance broker nameWILLIS OF ILLINOIS
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number7125K7
Policy instance 1
Insurance contract or identification number7125K7
Number of Individuals Covered100
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,732
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB63566 P63566
Policy instance 2
Insurance contract or identification numberB63566 P63566
Number of Individuals Covered161
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $42,900
Health Insurance Welfare BenefitYes
Other welfare benefits providedHSA
Welfare Benefit Premiums Paid to CarrierUSD $1,037,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUS414757
Policy instance 1
Insurance contract or identification numberUS414757
Number of Individuals Covered128
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $23,067
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $461,342
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,067
Insurance broker organization code?3
Insurance broker nameKAERCHER CAMPBELL & ASSOCIATES
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number7125K7
Policy instance 2
Insurance contract or identification number7125K7
Number of Individuals Covered118
Insurance policy start date2010-01-01
Insurance policy end date2010-01-31
Total amount of commissions paid to insurance brokerUSD $2,763
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,763
Insurance broker organization code?3
Insurance broker nameKAERCHER CAMPBELL & ASSOCIATES INS
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number471781-ERG
Policy instance 3
Insurance contract or identification number471781-ERG
Number of Individuals Covered88
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,868
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $571,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,868
Insurance broker organization code?3
Insurance broker nameKAERCHER CAMPBELL & ASSOCIATES INS

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