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GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 401k Plan overview

Plan NameGROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC.
Plan identification number 502

GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

VIRGINIA HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:VIRGINIA HEALTH SERVICES, INC.
Employer identification number (EIN):541141438
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about VIRGINIA HEALTH SERVICES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1980-03-28
Company Identification Number: 0204627
Legal Registered Office Address: 240 NAT TURNER BOULEVARD
SUITE 800
NEWPORT NEWS
United States of America (USA)
23606

More information about VIRGINIA HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-08-01NICOLE BOLDY2023-12-20
5022021-08-01NICOLE BOLDY2023-04-28
5022020-08-01
5022019-08-01
5022018-08-01
5022017-08-01ALFRED SHRIEVES ALFRED SHRIEVES2018-12-11
5022016-08-01ALFRED SHRIEVES ALFRED SHRIEVES2017-12-19
5022015-08-01ALFRED SHRIEVES ALFRED SHRIEVES2016-12-08
5022014-08-01ALFRED SHRIEVES ALFRED SHRIEVES2015-12-02
5022013-06-01ALFRED J. SHRIEVES, EVP
5022011-06-01ALFRED J SHRIEVES EVP
5022009-06-01ALFRED J SHRIEVES EVP

Plan Statistics for GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC.

401k plan membership statisitcs for GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC.

Measure Date Value
2022: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2022 401k membership
Total participants, beginning-of-year2022-08-01827
Total number of active participants reported on line 7a of the Form 55002022-08-01772
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-010
Total of all active and inactive participants2022-08-01772
2021: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-08-01635
Total number of active participants reported on line 7a of the Form 55002021-08-01825
Number of retired or separated participants receiving benefits2021-08-012
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-01827
2020: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-08-01589
Total number of active participants reported on line 7a of the Form 55002020-08-01635
Total of all active and inactive participants2020-08-01635
Total participants2020-08-01635
2019: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-08-01609
Total number of active participants reported on line 7a of the Form 55002019-08-01589
Total of all active and inactive participants2019-08-01589
Total participants2019-08-01589
2018: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-08-01593
Total number of active participants reported on line 7a of the Form 55002018-08-01609
Total of all active and inactive participants2018-08-01609
Total participants2018-08-01609
2017: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-08-01645
Total number of active participants reported on line 7a of the Form 55002017-08-01593
Total of all active and inactive participants2017-08-01593
Total participants2017-08-01593
2016: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-08-01611
Total number of active participants reported on line 7a of the Form 55002016-08-01645
Total of all active and inactive participants2016-08-01645
Total participants2016-08-01645
2015: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-08-01733
Total number of active participants reported on line 7a of the Form 55002015-08-01611
Total of all active and inactive participants2015-08-01611
Total participants2015-08-01611
2014: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-08-01638
Total number of active participants reported on line 7a of the Form 55002014-08-01733
Total of all active and inactive participants2014-08-01733
Total participants2014-08-01733
2013: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-06-010
Total of all active and inactive participants2013-06-010
Total participants2013-06-010
2011: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-06-01496
Total number of active participants reported on line 7a of the Form 55002011-06-01538
Total of all active and inactive participants2011-06-01538
Total participants2011-06-01538
2009: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-06-01450
Total number of active participants reported on line 7a of the Form 55002009-06-01466
Total of all active and inactive participants2009-06-01466
Total participants2009-06-01466

Form 5500 Responses for GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC.

2022: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – InsuranceYes
2021: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2011: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2009: GROUP INSURANCE PLAN FOR EMPLOYEES OF VIRGINIA HEALTH SERVICES, INC. 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number803621
Policy instance 2
Insurance contract or identification number803621
Number of Individuals Covered772
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $54,036
Total amount of fees paid to insurance companyUSD $5,065
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $300,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,527
Insurance broker organization code?3
Amount paid for insurance broker fees5065
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered0
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $2,186
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,186
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered647
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $17,875
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $255,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,875
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered635
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $11,309
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $178,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,309
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered589
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $18,494
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $227,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,494
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered552
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $15,130
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $223,868
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,130
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered593
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $16,643
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $213,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,643
Insurance broker nameKERSEY SEALEY CLARK & ASSOCIATES
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered611
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $15,625
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $204,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,625
Insurance broker nameKERSEY SEALEY CLARK & ASSOCIATES
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered733
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $16,624
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $205,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,624
Insurance broker nameKERSEY, SEALEY, CLARK & ASSOCIATES
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $184,356
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameKERSEY, SEALEY, CLARK & ASSOCIATES
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $11,417
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $145,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number22413000V
Policy instance 1
Insurance contract or identification number22413000V
Number of Individuals Covered511
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $11,043
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $133,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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