GOODWILL INDUSTRIES OF CENTRAL IOWA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF CENTRAL IOWA
Measure | Date | Value |
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2023: GOODWILL INDUSTRIES OF CENTRAL IOWA 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 250 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 294 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 294 |
2021: GOODWILL INDUSTRIES OF CENTRAL IOWA 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 231 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 231 |
2020: GOODWILL INDUSTRIES OF CENTRAL IOWA 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 263 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 263 |
2019: GOODWILL INDUSTRIES OF CENTRAL IOWA 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 330 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 330 |
2018: GOODWILL INDUSTRIES OF CENTRAL IOWA 2018 401k membership |
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Total participants, beginning-of-year | 2018-03-01 | 296 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 292 |
Number of retired or separated participants receiving benefits | 2018-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 0 |
Total of all active and inactive participants | 2018-03-01 | 292 |
2017: GOODWILL INDUSTRIES OF CENTRAL IOWA 2017 401k membership |
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Total participants, beginning-of-year | 2017-03-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 296 |
Number of retired or separated participants receiving benefits | 2017-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 0 |
Total of all active and inactive participants | 2017-03-01 | 296 |
2016: GOODWILL INDUSTRIES OF CENTRAL IOWA 2016 401k membership |
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Total participants, beginning-of-year | 2016-03-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 311 |
Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
Total of all active and inactive participants | 2016-03-01 | 311 |
2015: GOODWILL INDUSTRIES OF CENTRAL IOWA 2015 401k membership |
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Total participants, beginning-of-year | 2015-03-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 311 |
Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
Total of all active and inactive participants | 2015-03-01 | 311 |
2014: GOODWILL INDUSTRIES OF CENTRAL IOWA 2014 401k membership |
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Total participants, beginning-of-year | 2014-03-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 285 |
Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 0 |
Total of all active and inactive participants | 2014-03-01 | 285 |
2013: GOODWILL INDUSTRIES OF CENTRAL IOWA 2013 401k membership |
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Total participants, beginning-of-year | 2013-03-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 215 |
Total of all active and inactive participants | 2013-03-01 | 215 |
Total participants | 2013-03-01 | 215 |
2012: GOODWILL INDUSTRIES OF CENTRAL IOWA 2012 401k membership |
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Total participants, beginning-of-year | 2012-03-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 196 |
Total of all active and inactive participants | 2012-03-01 | 196 |
Total participants | 2012-03-01 | 196 |
2011: GOODWILL INDUSTRIES OF CENTRAL IOWA 2011 401k membership |
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Total participants, beginning-of-year | 2011-03-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 186 |
Total of all active and inactive participants | 2011-03-01 | 186 |
Total participants | 2011-03-01 | 186 |
2010: GOODWILL INDUSTRIES OF CENTRAL IOWA 2010 401k membership |
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Total participants, beginning-of-year | 2010-03-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 174 |
Total of all active and inactive participants | 2010-03-01 | 174 |
Total participants | 2010-03-01 | 174 |
2009: GOODWILL INDUSTRIES OF CENTRAL IOWA 2009 401k membership |
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Total participants, beginning-of-year | 2009-03-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 173 |
Total of all active and inactive participants | 2009-03-01 | 173 |
Total participants | 2009-03-01 | 173 |
Measure | Date | Value |
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2014 : GOODWILL INDUSTRIES OF CENTRAL IOWA 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-02-28 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-02-28 | $0 |
Total income from all sources (including contributions) | 2014-02-28 | $0 |
Total loss/gain on sale of assets | 2014-02-28 | $0 |
Total of all expenses incurred | 2014-02-28 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-28 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-28 | $0 |
Value of total assets at end of year | 2014-02-28 | $0 |
Value of total assets at beginning of year | 2014-02-28 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-02-28 | $0 |
Total interest from all sources | 2014-02-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-02-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-28 | No |
Was this plan covered by a fidelity bond | 2014-02-28 | No |
If this is an individual account plan, was there a blackout period | 2014-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-02-28 | No |
Total non interest bearing cash at end of year | 2014-02-28 | $0 |
Total non interest bearing cash at beginning of year | 2014-02-28 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
Value of net income/loss | 2014-02-28 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2014-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-02-28 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-02-28 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-02-28 | 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 | 2014-02-28 | No |
Did the plan have assets held for investment | 2014-02-28 | 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 | 2014-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-28 | No |
2013 : GOODWILL INDUSTRIES OF CENTRAL IOWA 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-02-28 | $0 |
Total of all expenses incurred | 2013-02-28 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-02-28 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-02-28 | $0 |
Value of total assets at end of year | 2013-02-28 | $0 |
Value of total assets at beginning of year | 2013-02-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-02-28 | No |
Was this plan covered by a fidelity bond | 2013-02-28 | No |
If this is an individual account plan, was there a blackout period | 2013-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-02-28 | No |
Total non interest bearing cash at end of year | 2013-02-28 | $0 |
Total non interest bearing cash at beginning of year | 2013-02-28 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
Value of net income/loss | 2013-02-28 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2013-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-02-28 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-02-28 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-02-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-02-28 | No |
Contributions received in cash from employer | 2013-02-28 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-02-28 | $0 |
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 | 2013-02-28 | No |
Did the plan have assets held for investment | 2013-02-28 | 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 | 2013-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-02-28 | No |
2012 : GOODWILL INDUSTRIES OF CENTRAL IOWA 2012 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2012-02-29 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-02-29 | $0 |
Total transfer of assets to this plan | 2012-02-29 | $0 |
Total transfer of assets from this plan | 2012-02-29 | $0 |
Total income from all sources (including contributions) | 2012-02-29 | $0 |
Total loss/gain on sale of assets | 2012-02-29 | $0 |
Total of all expenses incurred | 2012-02-29 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-02-29 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-02-29 | $0 |
Value of total assets at end of year | 2012-02-29 | $0 |
Value of total assets at beginning of year | 2012-02-29 | $0 |
Total income from rents | 2012-02-29 | $0 |
Total interest from all sources | 2012-02-29 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-02-29 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-02-29 | No |
Was this plan covered by a fidelity bond | 2012-02-29 | No |
If this is an individual account plan, was there a blackout period | 2012-02-29 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-02-29 | No |
Other income not declared elsewhere | 2012-02-29 | $0 |
Total non interest bearing cash at end of year | 2012-02-29 | $0 |
Total non interest bearing cash at beginning of year | 2012-02-29 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
Value of net income/loss | 2012-02-29 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2012-02-29 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-02-29 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-02-29 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-02-29 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-02-29 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-02-29 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-02-29 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-02-29 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-02-29 | No |
Contributions received in cash from employer | 2012-02-29 | $0 |
Income. Dividends from preferred stock | 2012-02-29 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-02-29 | $0 |
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 | 2012-02-29 | No |
Did the plan have assets held for investment | 2012-02-29 | 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 | 2012-02-29 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-02-29 | No |
Aggregate proceeds on sale of assets | 2012-02-29 | $0 |
2011 : GOODWILL INDUSTRIES OF CENTRAL IOWA 2011 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2011-02-28 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-02-28 | $0 |
Total transfer of assets to this plan | 2011-02-28 | $0 |
Total transfer of assets from this plan | 2011-02-28 | $0 |
Total income from all sources (including contributions) | 2011-02-28 | $0 |
Total loss/gain on sale of assets | 2011-02-28 | $0 |
Total of all expenses incurred | 2011-02-28 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-02-28 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-02-28 | $0 |
Value of total assets at end of year | 2011-02-28 | $0 |
Value of total assets at beginning of year | 2011-02-28 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-02-28 | $0 |
Total income from rents | 2011-02-28 | $0 |
Total interest from all sources | 2011-02-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-02-28 | $0 |
Administrative expenses professional fees incurred | 2011-02-28 | $0 |
Was this plan covered by a fidelity bond | 2011-02-28 | No |
If this is an individual account plan, was there a blackout period | 2011-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-02-28 | No |
Other income not declared elsewhere | 2011-02-28 | $0 |
Total non interest bearing cash at end of year | 2011-02-28 | $0 |
Total non interest bearing cash at beginning of year | 2011-02-28 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
Value of net income/loss | 2011-02-28 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2011-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-02-28 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-02-28 | No |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-02-28 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-02-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-02-28 | No |
Contributions received in cash from employer | 2011-02-28 | $0 |
Income. Dividends from preferred stock | 2011-02-28 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-02-28 | $0 |
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 | 2011-02-28 | No |
Did the plan have assets held for investment | 2011-02-28 | 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 | 2011-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-02-28 | No |
Aggregate proceeds on sale of assets | 2011-02-28 | $0 |
2023: GOODWILL INDUSTRIES OF CENTRAL IOWA 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Insurance | Yes |
2023-01-01 | Plan benefit arrangement – Insurance | Yes |
2021: GOODWILL INDUSTRIES OF CENTRAL IOWA 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2020: GOODWILL INDUSTRIES OF CENTRAL IOWA 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2019: GOODWILL INDUSTRIES OF CENTRAL IOWA 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2018: GOODWILL INDUSTRIES OF CENTRAL IOWA 2018 form 5500 responses |
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2018-03-01 | Type of plan entity | Single employer plan |
2018-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-03-01 | Plan funding arrangement – Insurance | Yes |
2018-03-01 | Plan benefit arrangement – Insurance | Yes |
2017: GOODWILL INDUSTRIES OF CENTRAL IOWA 2017 form 5500 responses |
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2017-03-01 | Type of plan entity | Single employer plan |
2017-03-01 | Plan funding arrangement – Insurance | Yes |
2017-03-01 | Plan benefit arrangement – Insurance | Yes |
2016: GOODWILL INDUSTRIES OF CENTRAL IOWA 2016 form 5500 responses |
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2016-03-01 | Type of plan entity | Single employer plan |
2016-03-01 | Plan funding arrangement – Insurance | Yes |
2016-03-01 | Plan benefit arrangement – Insurance | Yes |
2015: GOODWILL INDUSTRIES OF CENTRAL IOWA 2015 form 5500 responses |
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2015-03-01 | Type of plan entity | Single employer plan |
2015-03-01 | Plan funding arrangement – Insurance | Yes |
2015-03-01 | Plan benefit arrangement – Insurance | Yes |
2014: GOODWILL INDUSTRIES OF CENTRAL IOWA 2014 form 5500 responses |
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2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Plan funding arrangement – Insurance | Yes |
2014-03-01 | Plan benefit arrangement – Insurance | Yes |
2013: GOODWILL INDUSTRIES OF CENTRAL IOWA 2013 form 5500 responses |
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2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Submission has been amended | No |
2013-03-01 | This submission is the final filing | No |
2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-03-01 | Plan is a collectively bargained plan | No |
2013-03-01 | Plan funding arrangement – Insurance | Yes |
2013-03-01 | Plan benefit arrangement – Insurance | Yes |
2012: GOODWILL INDUSTRIES OF CENTRAL IOWA 2012 form 5500 responses |
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2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Submission has been amended | No |
2012-03-01 | This submission is the final filing | No |
2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-03-01 | Plan is a collectively bargained plan | No |
2012-03-01 | Plan funding arrangement – Insurance | Yes |
2012-03-01 | Plan benefit arrangement – Insurance | Yes |
2011: GOODWILL INDUSTRIES OF CENTRAL IOWA 2011 form 5500 responses |
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2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Submission has been amended | No |
2011-03-01 | This submission is the final filing | No |
2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-03-01 | Plan is a collectively bargained plan | No |
2011-03-01 | Plan funding arrangement – Insurance | Yes |
2011-03-01 | Plan benefit arrangement – Insurance | Yes |
2010: GOODWILL INDUSTRIES OF CENTRAL IOWA 2010 form 5500 responses |
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2010-03-01 | Type of plan entity | Single employer plan |
2010-03-01 | Submission has been amended | No |
2010-03-01 | This submission is the final filing | No |
2010-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-03-01 | Plan is a collectively bargained plan | No |
2010-03-01 | Plan funding arrangement – Insurance | Yes |
2010-03-01 | Plan benefit arrangement – Insurance | Yes |
2009: GOODWILL INDUSTRIES OF CENTRAL IOWA 2009 form 5500 responses |
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2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Submission has been amended | No |
2009-03-01 | This submission is the final filing | No |
2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-03-01 | Plan is a collectively bargained plan | No |
2009-03-01 | Plan funding arrangement – Insurance | Yes |
2009-03-01 | Plan benefit arrangement – Insurance | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | CI-0000058025 |
Policy instance | 9 |
Insurance contract or identification number | CI-0000058025 | Number of Individuals Covered | 18 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $1,892 | Total amount of fees paid to insurance company | USD $201 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,606 | 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 number | 136-420238 |
Policy instance | 1 |
Insurance contract or identification number | 136-420238 | Number of Individuals Covered | 294 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $3,222 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $63,157 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 60790-433 |
Policy instance | 2 |
Insurance contract or identification number | 60790-433 | Number of Individuals Covered | 158 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $2,354 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,209 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
Policy contract number | A96 |
Policy instance | 3 |
Insurance contract or identification number | A96 | Number of Individuals Covered | 123 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Health Insurance Welfare Benefit | Yes | 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 | ACC-0000058026 |
Policy instance | 4 |
Insurance contract or identification number | ACC-0000058026 | Number of Individuals Covered | 33 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $1,240 | Total amount of fees paid to insurance company | USD $139 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,103 | 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 | 000010267940 |
Policy instance | 5 |
Insurance contract or identification number | 000010267940 | Number of Individuals Covered | 216 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $1,643 | Total amount of fees paid to insurance company | USD $448 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,429 | 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 | 40000100 26923 |
Policy instance | 6 |
Insurance contract or identification number | 40000100 26923 | Number of Individuals Covered | 48 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $1,260 | Total amount of fees paid to insurance company | USD $367 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,600 | 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 | 000010267941 |
Policy instance | 7 |
Insurance contract or identification number | 000010267941 | Number of Individuals Covered | 216 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $3,396 | Total amount of fees paid to insurance company | USD $944 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $33,955 | 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 | 000010267942 |
Policy instance | 8 |
Insurance contract or identification number | 000010267942 | Number of Individuals Covered | 216 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $6,717 | Total amount of fees paid to insurance company | USD $1,828 | Unemployment Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $67,172 | 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 number | 136-420238 |
Policy instance | 1 |
Insurance contract or identification number | 136-420238 | Number of Individuals Covered | 231 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $2,646 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $44,809 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,646 | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 60790-433 |
Policy instance | 2 |
Insurance contract or identification number | 60790-433 | Number of Individuals Covered | 131 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,753 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,344 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $918 | Insurance broker organization code? | 5 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 151134 |
Policy instance | 3 |
Insurance contract or identification number | GL 151134 | Number of Individuals Covered | 173 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,399 | Total amount of fees paid to insurance company | USD $193 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $14,453 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,399 | Amount paid for insurance broker fees | 193 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 123992 |
Policy instance | 4 |
Insurance contract or identification number | LTD 123992 | Number of Individuals Covered | 173 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,905 | Total amount of fees paid to insurance company | USD $249 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $30,315 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,905 | Amount paid for insurance broker fees | 249 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
Policy contract number | A96 |
Policy instance | 5 |
Insurance contract or identification number | A96 | Number of Individuals Covered | 111 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | 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 number | G165121 |
Policy instance | 6 |
Insurance contract or identification number | G165121 | Number of Individuals Covered | 173 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,855 | Total amount of fees paid to insurance company | USD $815 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $60,365 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,855 | Amount paid for insurance broker fees | 815 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VG 187461 |
Policy instance | 7 |
Insurance contract or identification number | VG 187461 | Number of Individuals Covered | 22 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,081 | Total amount of fees paid to insurance company | USD $82 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,204 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,081 | Amount paid for insurance broker fees | 82 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VCI 801532 |
Policy instance | 8 |
Insurance contract or identification number | VCI 801532 | Number of Individuals Covered | 15 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $389 | Total amount of fees paid to insurance company | USD $23 | Other welfare benefits provided | VOLUNTARY CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $2,595 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $389 | Amount paid for insurance broker fees | 23 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAI 826693 |
Policy instance | 9 |
Insurance contract or identification number | VAI 826693 | Number of Individuals Covered | 8 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $311 | Total amount of fees paid to insurance company | USD $20 | Other welfare benefits provided | VOLUNTARY ACCIDENT INSURANCE | Welfare Benefit Premiums Paid to Carrier | USD $1,554 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $311 | Amount paid for insurance broker fees | 20 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | 136-420238 |
Policy instance | 1 |
Insurance contract or identification number | 136-420238 | Number of Individuals Covered | 228 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,659 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $51,479 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,659 | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 60790-433 |
Policy instance | 2 |
Insurance contract or identification number | 60790-433 | Number of Individuals Covered | 130 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,614 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,126 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,369 | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 151134 |
Policy instance | 3 |
Insurance contract or identification number | GL 151134 | Number of Individuals Covered | 263 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,276 | Total amount of fees paid to insurance company | USD $516 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $12,839 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,276 | Amount paid for insurance broker fees | 516 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 123992 |
Policy instance | 4 |
Insurance contract or identification number | LTD 123992 | Number of Individuals Covered | 263 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,093 | Total amount of fees paid to insurance company | USD $1,091 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,568 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,093 | Amount paid for insurance broker fees | 1091 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
Policy contract number | A96 |
Policy instance | 5 |
Insurance contract or identification number | A96 | Number of Individuals Covered | 101 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | 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 number | VG 187461 |
Policy instance | 7 |
Insurance contract or identification number | VG 187461 | Number of Individuals Covered | 36 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $824 | Total amount of fees paid to insurance company | USD $502 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,494 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $824 | Amount paid for insurance broker fees | 502 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | G165121 |
Policy instance | 6 |
Insurance contract or identification number | G165121 | Number of Individuals Covered | 263 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,385 | Total amount of fees paid to insurance company | USD $2,135 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $54,330 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,385 | Amount paid for insurance broker fees | 2135 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VCI 801532 |
Policy instance | 8 |
Insurance contract or identification number | VCI 801532 | Number of Individuals Covered | 11 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $229 | Total amount of fees paid to insurance company | USD $111 | Other welfare benefits provided | VOLUNTARY CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $1,528 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $229 | Amount paid for insurance broker fees | 111 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAI 826693 |
Policy instance | 9 |
Insurance contract or identification number | VAI 826693 | Number of Individuals Covered | 11 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $260 | Total amount of fees paid to insurance company | USD $111 | Other welfare benefits provided | VOLUNTARY ACCIDENT INSURANCE | Welfare Benefit Premiums Paid to Carrier | USD $1,302 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $260 | Amount paid for insurance broker fees | 111 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VCI 801532 |
Policy instance | 8 |
Insurance contract or identification number | VCI 801532 | Number of Individuals Covered | 8 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $208 | Other welfare benefits provided | VOLUNTARY CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $1,385 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $208 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | 136-420238 |
Policy instance | 1 |
Insurance contract or identification number | 136-420238 | Number of Individuals Covered | 330 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,015 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $63,215 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,015 | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAI 826693 |
Policy instance | 9 |
Insurance contract or identification number | VAI 826693 | Number of Individuals Covered | 8 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $278 | Other welfare benefits provided | VOLUNTARY ACCIDENT INSURANCE | Welfare Benefit Premiums Paid to Carrier | USD $1,391 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $278 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VG 187461 |
Policy instance | 7 |
Insurance contract or identification number | VG 187461 | Number of Individuals Covered | 22 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $941 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,270 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $941 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | G165121 |
Policy instance | 6 |
Insurance contract or identification number | G165121 | Number of Individuals Covered | 310 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,460 | Total amount of fees paid to insurance company | USD $1,233 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,174 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,460 | Amount paid for insurance broker fees | 1233 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
Policy contract number | A96 |
Policy instance | 5 |
Insurance contract or identification number | A96 | Number of Individuals Covered | 147 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | 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 number | LTD 123992 |
Policy instance | 4 |
Insurance contract or identification number | LTD 123992 | Number of Individuals Covered | 311 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,818 | Total amount of fees paid to insurance company | USD $627 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $36,360 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,818 | Amount paid for insurance broker fees | 627 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 151134 |
Policy instance | 3 |
Insurance contract or identification number | GL 151134 | Number of Individuals Covered | 310 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $1,568 | Total amount of fees paid to insurance company | USD $294 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $17,197 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,568 | Amount paid for insurance broker fees | 294 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 60790-433 |
Policy instance | 2 |
Insurance contract or identification number | 60790-433 | Number of Individuals Covered | 229 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $3,736 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,115 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,957 | Insurance broker organization code? | 3 |
|
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 ) |
Policy contract number | 00017551 |
Policy instance | 1 |
Insurance contract or identification number | 00017551 | Number of Individuals Covered | 16 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $108,954 | 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 number | 136-420238 |
Policy instance | 2 |
Insurance contract or identification number | 136-420238 | Number of Individuals Covered | 189 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,080 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $68,424 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,080 | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 60790-433 |
Policy instance | 3 |
Insurance contract or identification number | 60790-433 | Number of Individuals Covered | 292 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,503 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,681 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,835 | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 151134 |
Policy instance | 4 |
Insurance contract or identification number | GL 151134 | Number of Individuals Covered | 264 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,533 | Total amount of fees paid to insurance company | USD $363 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $16,658 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,533 | Amount paid for insurance broker fees | 363 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 123992 |
Policy instance | 5 |
Insurance contract or identification number | LTD 123992 | Number of Individuals Covered | 265 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,778 | Total amount of fees paid to insurance company | USD $771 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $35,561 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,778 | Amount paid for insurance broker fees | 771 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
Policy contract number | 00017551 |
Policy instance | 6 |
Insurance contract or identification number | 00017551 | Number of Individuals Covered | 160 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,405,314 | 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 number | G165121 |
Policy instance | 7 |
Insurance contract or identification number | G165121 | Number of Individuals Covered | 265 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,681 | Total amount of fees paid to insurance company | USD $2,362 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $69,811 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,681 | Amount paid for insurance broker fees | 2362 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 151134 |
Policy instance | 4 |
Insurance contract or identification number | GL 151134 | Number of Individuals Covered | 259 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $1,597 | Total amount of fees paid to insurance company | USD $283 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $17,638 | 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 number | LTD 123992 |
Policy instance | 5 |
Insurance contract or identification number | LTD 123992 | Number of Individuals Covered | 259 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $3,874 | Total amount of fees paid to insurance company | USD $601 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $37,476 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 60790-433 |
Policy instance | 3 |
Insurance contract or identification number | 60790-433 | Number of Individuals Covered | 296 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $3,883 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $18,490 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 ) |
Policy contract number | 00017551 |
Policy instance | 1 |
Insurance contract or identification number | 00017551 | Number of Individuals Covered | 17 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $118,963 | 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 number | 136-420238 |
Policy instance | 2 |
Insurance contract or identification number | 136-420238 | Number of Individuals Covered | 184 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $3,172 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,727 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
Policy contract number | 00017551 |
Policy instance | 6 |
Insurance contract or identification number | 00017551 | Number of Individuals Covered | 172 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $-17 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,750,618 | 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 number | G165121 |
Policy instance | 7 |
Insurance contract or identification number | G165121 | Number of Individuals Covered | 259 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $3,956 | Total amount of fees paid to insurance company | USD $990 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $73,725 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | N12905 |
Policy instance | 6 |
Insurance contract or identification number | N12905 | Number of Individuals Covered | 285 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $2,837 | Total amount of fees paid to insurance company | USD $431 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $70,219 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,837 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 431 | Additional information about fees paid to insurance broker | BONUS |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 123992 |
Policy instance | 4 |
Insurance contract or identification number | LTD 123992 | Number of Individuals Covered | 228 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $3,530 | Total amount of fees paid to insurance company | USD $565 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $30,596 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,530 | Amount paid for insurance broker fees | 565 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 151134 |
Policy instance | 3 |
Insurance contract or identification number | GL 151134 | Number of Individuals Covered | 230 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $1,387 | Total amount of fees paid to insurance company | USD $265 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $14,420 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,387 | Amount paid for insurance broker fees | 265 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 60790-433 |
Policy instance | 2 |
Insurance contract or identification number | 60790-433 | Number of Individuals Covered | 239 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $3,005 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $14,307 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,574 | Insurance broker organization code? | 3 |
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WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 ) |
Policy contract number | 00017551 |
Policy instance | 1 |
Insurance contract or identification number | 00017551 | Number of Individuals Covered | 12 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $2,482 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $122,992 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,482 | Insurance broker organization code? | 3 |
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WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 ) |
Policy contract number | 00017551 |
Policy instance | 5 |
Insurance contract or identification number | 00017551 | Number of Individuals Covered | 142 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $27,438 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,092,459 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,438 | Insurance broker organization code? | 3 |
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