DAVID LAWRENCE MENTAL HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.
Additional information about DAVID LAWRENCE MENTAL HEALTH CENTER, INC.
Submission information for form 5500 for 401k plan DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN
401k plan membership statisitcs for DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN
Measure | Date | Value |
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2022: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 256 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 268 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
Total of all active and inactive participants | 2022-07-01 | 268 |
2021: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 250 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 256 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 256 |
2020: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 250 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
Total of all active and inactive participants | 2020-07-01 | 250 |
2019: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 247 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 247 |
2017: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 246 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 246 |
2015: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 153 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 159 |
2014: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 185 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 187 |
2013: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 175 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 182 |
2012: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 276 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 282 |
2011: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 146 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 148 |
2010: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-10-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 180 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 0 |
Total of all active and inactive participants | 2010-10-01 | 186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
2009: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 168 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
Total of all active and inactive participants | 2009-10-01 | 174 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 174 |
2008: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-10-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-10-01 | 165 |
Number of retired or separated participants receiving benefits | 2008-10-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2008-10-01 | 0 |
Total of all active and inactive participants | 2008-10-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-10-01 | 0 |
Total participants | 2008-10-01 | 175 |
2007: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-10-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-10-01 | 165 |
Number of retired or separated participants receiving benefits | 2007-10-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2007-10-01 | 0 |
Total of all active and inactive participants | 2007-10-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-10-01 | 0 |
Total participants | 2007-10-01 | 169 |
2006: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2006 401k membership |
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Total participants, beginning-of-year | 2006-10-01 | 203 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-10-01 | 179 |
Number of retired or separated participants receiving benefits | 2006-10-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2006-10-01 | 0 |
Total of all active and inactive participants | 2006-10-01 | 184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-10-01 | 0 |
Total participants | 2006-10-01 | 184 |
2005: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2005 401k membership |
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Total participants, beginning-of-year | 2005-10-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-10-01 | 197 |
Number of retired or separated participants receiving benefits | 2005-10-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2005-10-01 | 0 |
Total of all active and inactive participants | 2005-10-01 | 203 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-10-01 | 0 |
Total participants | 2005-10-01 | 203 |
2004: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2004 401k membership |
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Total participants, beginning-of-year | 2004-10-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2004-10-01 | 185 |
Number of retired or separated participants receiving benefits | 2004-10-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2004-10-01 | 0 |
Total of all active and inactive participants | 2004-10-01 | 192 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2004-10-01 | 0 |
Total participants | 2004-10-01 | 192 |
2003: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2003 401k membership |
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Total participants, beginning-of-year | 2003-10-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2003-10-01 | 212 |
Number of retired or separated participants receiving benefits | 2003-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2003-10-01 | 0 |
Total of all active and inactive participants | 2003-10-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2003-10-01 | 0 |
Total participants | 2003-10-01 | 215 |
2002: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2002 401k membership |
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Total participants, beginning-of-year | 2002-10-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2002-10-01 | 206 |
Number of retired or separated participants receiving benefits | 2002-10-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2002-10-01 | 0 |
Total of all active and inactive participants | 2002-10-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2002-10-01 | 0 |
Total participants | 2002-10-01 | 210 |
2001: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2001 401k membership |
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Total participants, beginning-of-year | 2001-10-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2001-10-01 | 216 |
Number of retired or separated participants receiving benefits | 2001-10-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2001-10-01 | 0 |
Total of all active and inactive participants | 2001-10-01 | 219 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2001-10-01 | 0 |
Total participants | 2001-10-01 | 219 |
2022: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2022 form 5500 responses |
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2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Plan funding arrangement – Insurance | Yes |
2022-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-07-01 | Plan benefit arrangement – Insurance | Yes |
2022-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2021 form 5500 responses |
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2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Plan funding arrangement – Insurance | Yes |
2021-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-07-01 | Plan benefit arrangement – Insurance | Yes |
2021-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2020 form 5500 responses |
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2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Plan funding arrangement – Insurance | Yes |
2020-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-07-01 | Plan benefit arrangement – Insurance | Yes |
2020-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Plan funding arrangement – Insurance | Yes |
2019-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-07-01 | Plan benefit arrangement – Insurance | Yes |
2019-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2012: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2011: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2010: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2010 form 5500 responses |
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2010-10-01 | Type of plan entity | Single employer plan |
2010-10-01 | Submission has been amended | No |
2010-10-01 | This submission is the final filing | No |
2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2010-10-01 | Plan is a collectively bargained plan | No |
2010-10-01 | Plan funding arrangement – Insurance | Yes |
2010-10-01 | Plan benefit arrangement – Insurance | Yes |
2009: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | Submission has been amended | No |
2009-10-01 | This submission is the final filing | No |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-10-01 | Plan is a collectively bargained plan | No |
2009-10-01 | Plan funding arrangement – Insurance | Yes |
2009-10-01 | Plan benefit arrangement – Insurance | Yes |
2008: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2008 form 5500 responses |
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2008-10-01 | Type of plan entity | Single employer plan |
2008-10-01 | Submission has been amended | No |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |
2008-10-01 | Plan funding arrangement – Insurance | Yes |
2008-10-01 | Plan benefit arrangement – Insurance | Yes |
2007: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2007 form 5500 responses |
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2007-10-01 | Type of plan entity | Single employer plan |
2007-10-01 | Submission has been amended | No |
2007-10-01 | This submission is the final filing | No |
2007-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-10-01 | Plan is a collectively bargained plan | No |
2007-10-01 | Plan funding arrangement – Insurance | Yes |
2007-10-01 | Plan benefit arrangement – Insurance | Yes |
2006: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2006 form 5500 responses |
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2006-10-01 | Type of plan entity | Single employer plan |
2006-10-01 | Submission has been amended | No |
2006-10-01 | This submission is the final filing | No |
2006-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-10-01 | Plan is a collectively bargained plan | No |
2006-10-01 | Plan funding arrangement – Insurance | Yes |
2006-10-01 | Plan benefit arrangement – Insurance | Yes |
2005: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2005 form 5500 responses |
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2005-10-01 | Type of plan entity | Single employer plan |
2005-10-01 | Submission has been amended | No |
2005-10-01 | This submission is the final filing | No |
2005-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-10-01 | Plan is a collectively bargained plan | No |
2005-10-01 | Plan funding arrangement – Insurance | Yes |
2005-10-01 | Plan benefit arrangement – Insurance | Yes |
2004: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2004 form 5500 responses |
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2004-10-01 | Type of plan entity | Single employer plan |
2004-10-01 | Submission has been amended | No |
2004-10-01 | This submission is the final filing | No |
2004-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-10-01 | Plan is a collectively bargained plan | No |
2004-10-01 | Plan funding arrangement – Insurance | Yes |
2004-10-01 | Plan benefit arrangement – Insurance | Yes |
2003: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2003 form 5500 responses |
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2003-10-01 | Type of plan entity | Single employer plan |
2003-10-01 | Submission has been amended | No |
2003-10-01 | This submission is the final filing | No |
2003-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-10-01 | Plan is a collectively bargained plan | No |
2003-10-01 | Plan funding arrangement – Insurance | Yes |
2003-10-01 | Plan benefit arrangement – Insurance | Yes |
2002: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2002 form 5500 responses |
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2002-10-01 | Type of plan entity | Single employer plan |
2002-10-01 | Submission has been amended | No |
2002-10-01 | This submission is the final filing | No |
2002-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2002-10-01 | Plan is a collectively bargained plan | No |
2002-10-01 | Plan funding arrangement – Insurance | Yes |
2002-10-01 | Plan benefit arrangement – Insurance | Yes |
2001: DAVID LAWRENCE MENTAL HEALTH CENTER, INC. WRAP WELFARE BENEFITS PLAN 2001 form 5500 responses |
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2001-10-01 | Type of plan entity | Single employer plan |
2001-10-01 | Submission has been amended | No |
2001-10-01 | This submission is the final filing | No |
2001-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2001-10-01 | Plan is a collectively bargained plan | No |
2001-10-01 | Plan funding arrangement – Insurance | Yes |
2001-10-01 | Plan benefit arrangement – Insurance | Yes |
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 94074 |
Policy instance | 6 |
Insurance contract or identification number | 94074 | Number of Individuals Covered | 13 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Total amount of commissions paid to insurance broker | USD $720 | Welfare Benefit Premiums Paid to Carrier | USD $5,847 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $720 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 5 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 24 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Total amount of commissions paid to insurance broker | USD $2,618 | Other welfare benefits provided | DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $15,977 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,995 | Insurance broker organization code? | 3 |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 4 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 24 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Total amount of commissions paid to insurance broker | USD $858 | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $4,335 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $681 | Insurance broker organization code? | 3 |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 3 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 40 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Total amount of commissions paid to insurance broker | USD $1,284 | Other welfare benefits provided | ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $9,350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $876 | Insurance broker organization code? | 3 |
|
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
Policy contract number | 51551 |
Policy instance | 2 |
Insurance contract or identification number | 51551 | Number of Individuals Covered | 209 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Total amount of commissions paid to insurance broker | USD $106,181 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $106,181 | Insurance broker organization code? | 3 |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1044606 |
Policy instance | 1 |
Insurance contract or identification number | 1044606 | Number of Individuals Covered | 416 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Total amount of commissions paid to insurance broker | USD $8,695 | Total amount of fees paid to insurance company | USD $5,070 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $144,233 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,695 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 5070 | Additional information about fees paid to insurance broker | BONUS |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1044606 |
Policy instance | 1 |
Insurance contract or identification number | 1044606 | Number of Individuals Covered | 386 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $7,942 | Total amount of fees paid to insurance company | USD $3,829 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $130,932 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,942 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3829 | Additional information about fees paid to insurance broker | BONUS |
|
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
Policy contract number | 51551 |
Policy instance | 2 |
Insurance contract or identification number | 51551 | Number of Individuals Covered | 188 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $91,088 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $91,088 | Insurance broker organization code? | 3 |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 3 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 42 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $1,525 | Other welfare benefits provided | ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $10,021 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $995 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 4 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 22 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $784 | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $3,931 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $585 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 5 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 26 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $2,659 | Other welfare benefits provided | DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $15,006 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,974 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 94074 |
Policy instance | 6 |
Insurance contract or identification number | 94074 | Number of Individuals Covered | 15 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $841 | Welfare Benefit Premiums Paid to Carrier | USD $6,609 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $841 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 94074 |
Policy instance | 7 |
Insurance contract or identification number | 94074 | Number of Individuals Covered | 16 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $835 | Welfare Benefit Premiums Paid to Carrier | USD $7,595 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $835 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 6 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 24 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $2,526 | Other welfare benefits provided | DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $16,594 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,472 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 5 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 18 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $410 | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $3,494 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $174 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 4 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 35 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $1,375 | Other welfare benefits provided | ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $10,672 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $632 | Insurance broker organization code? | 3 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 ) |
Policy contract number | 30026133 |
Policy instance | 3 |
Insurance contract or identification number | 30026133 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $192 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $192 | Insurance broker organization code? | 3 |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 00616323 |
Policy instance | 2 |
Insurance contract or identification number | 00616323 | Number of Individuals Covered | 247 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $64,724 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $340,980 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $64,724 | Insurance broker organization code? | 3 |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1044606 |
Policy instance | 1 |
Insurance contract or identification number | 1044606 | Number of Individuals Covered | 414 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $7,801 | Total amount of fees paid to insurance company | USD $2,519 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $124,682 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,801 | Amount paid for insurance broker fees | -43 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1044606 |
Policy instance | 1 |
Insurance contract or identification number | 1044606 | Number of Individuals Covered | 413 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $6,706 | Total amount of fees paid to insurance company | USD $3,546 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $114,354 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,706 | Amount paid for insurance broker fees | 43 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 00616323 |
Policy instance | 2 |
Insurance contract or identification number | 00616323 | Number of Individuals Covered | 247 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $60,983 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $343,036 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $60,983 | Insurance broker organization code? | 3 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 ) |
Policy contract number | 30026133 |
Policy instance | 3 |
Insurance contract or identification number | 30026133 | Number of Individuals Covered | 157 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $1,184 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,739 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,184 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 4 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 42 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $986 | Other welfare benefits provided | ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $8,416 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $602 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 5 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 27 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $355 | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $2,642 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $220 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 6 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 32 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $2,556 | Other welfare benefits provided | DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $14,642 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,657 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 6 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 34 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $8,142 | Other welfare benefits provided | DISABILITY | Welfare Benefit Premiums Paid to Carrier | USD $25,396 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,183 | Insurance broker organization code? | 3 | Insurance broker name | JAKE ZIMMERMAN |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 5 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 32 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $2,545 | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $7,146 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $942 | Insurance broker organization code? | 3 | Insurance broker name | JAKE ZIMMERMAN |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 31123 |
Policy instance | 4 |
Insurance contract or identification number | 31123 | Number of Individuals Covered | 53 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $5,046 | Other welfare benefits provided | ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $18,122 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,943 | Insurance broker organization code? | 3 | Insurance broker name | JAHNOI EVANS |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 ) |
Policy contract number | 30026133 |
Policy instance | 3 |
Insurance contract or identification number | 30026133 | Number of Individuals Covered | 149 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $1,203 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,448 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,203 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF FLORIDA INC |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 00616323 |
Policy instance | 2 |
Insurance contract or identification number | 00616323 | Number of Individuals Covered | 274 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $61,799 | Total amount of fees paid to insurance company | USD $5,742 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $266,953 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $61,799 | Amount paid for insurance broker fees | 5742 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF FLORIDA |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1044606 |
Policy instance | 1 |
Insurance contract or identification number | 1044606 | Number of Individuals Covered | 414 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $6,075 | Total amount of fees paid to insurance company | USD $2,259 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $122,816 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,075 | Amount paid for insurance broker fees | 2259 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF FLORIDA INC |
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