AMERICAN POSTAL WORKERS UNION AFL-CIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO
401k plan membership statisitcs for HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO
| Measure | Date | Value |
|---|
| 2023: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 245 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 223 |
| Total of all active and inactive participants | 2023-01-01 | 223 |
| 2022: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 251 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 245 |
| Total of all active and inactive participants | 2022-01-01 | 245 |
| 2021: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 261 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 251 |
| Total of all active and inactive participants | 2021-01-01 | 251 |
| 2020: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 259 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 261 |
| Total of all active and inactive participants | 2020-01-01 | 261 |
| 2019: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 270 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 259 |
| Total of all active and inactive participants | 2019-01-01 | 259 |
| 2018: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 281 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 270 |
| Total of all active and inactive participants | 2018-01-01 | 270 |
| 2017: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 294 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 281 |
| Total of all active and inactive participants | 2017-01-01 | 281 |
| 2016: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 530 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 294 |
| Total of all active and inactive participants | 2016-01-01 | 294 |
| 2015: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 527 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 530 |
| Total of all active and inactive participants | 2015-01-01 | 530 |
| 2014: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 532 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 527 |
| Total of all active and inactive participants | 2014-01-01 | 527 |
| 2013: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 560 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 532 |
| Total of all active and inactive participants | 2013-01-01 | 532 |
| 2012: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 337 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 560 |
| Total of all active and inactive participants | 2012-01-01 | 560 |
| 2011: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 352 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 337 |
| Total of all active and inactive participants | 2011-01-01 | 337 |
| 2010: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 346 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 352 |
| Total of all active and inactive participants | 2010-01-01 | 352 |
| 2009: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 346 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 346 |
| Total of all active and inactive participants | 2009-01-01 | 346 |
| 2023: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan is a collectively bargained plan | Yes |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | 2R5F |
| Policy instance | 1 |
| Insurance contract or identification number | 2R5F | | Number of Individuals Covered | 223 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $2,884 | | Total amount of fees paid to insurance company | USD $117,747 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,791,154 | | 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: 60054 ) |
| Policy contract number | 876745-0876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745-0876745 | | Number of Individuals Covered | 245 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,055 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,172,915 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,055 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745-0876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745-0876745 | | Number of Individuals Covered | 251 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,659 | | Total amount of fees paid to insurance company | USD $2,582 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,349,459 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,659 | | Amount paid for insurance broker fees | 2582 | | Additional information about fees paid to insurance broker | 2020 PINNACLE SPECIALTY RETENTION INCENTIVE RISK |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745-0876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745-0876745 | | Number of Individuals Covered | 261 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,986 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,462,524 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,407 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745-0876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745-0876745 | | Number of Individuals Covered | 259 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,017 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,479,483 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,017 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745-0876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745-0876745 | | Number of Individuals Covered | 270 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,034 | | Total amount of fees paid to insurance company | USD $1,290 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,027,065 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,034 | | Amount paid for insurance broker fees | 1290 | | Additional information about fees paid to insurance broker | 2017 PPP ENGAGEMENT CREDIT DENTAL RETENTION | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745 | | Number of Individuals Covered | 281 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $4,193 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,963,192 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4193 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIS OF MARYLAND INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745 | | Number of Individuals Covered | 530 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,110 | | Total amount of fees paid to insurance company | USD $742 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,625,221 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,110 | | Amount paid for insurance broker fees | 742 | | Additional information about fees paid to insurance broker | 2014/2015 PPP ENGAGEMENT CREDIT | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIS OF MARYLAND INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745 | | Number of Individuals Covered | 527 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,701 | | Total amount of fees paid to insurance company | USD $44 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,471,801 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,701 | | Amount paid for insurance broker fees | 44 | | Additional information about fees paid to insurance broker | 2013/2014 MM P3 BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIS OF MARYLAND INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745 | | Number of Individuals Covered | 532 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,701 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,382,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,701 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIS OF MARYLAND INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745 | | Number of Individuals Covered | 560 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,677 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,076,378 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,734 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIS OF MARYLAND INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 876745 |
| Policy instance | 1 |
| Insurance contract or identification number | 876745 | | Number of Individuals Covered | 337 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,028 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $543,952 | | 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: 60054 ) |
| Policy contract number | 876745 |
| Policy instance | 2 |
| Insurance contract or identification number | 876745 | | Number of Individuals Covered | 352 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $4,688 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $97,227 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,688 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 78675 |
| Policy instance | 1 |
| Insurance contract or identification number | 78675 | | Number of Individuals Covered | 142 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $59,772 | | Total amount of fees paid to insurance company | USD $17,224 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,952,067 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $59,622 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 17224 | | Insurance broker name | STEVEN L. CRAWFORD |
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