401k Plan data: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY plan

EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY
Plan identification number	501

EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision

401k Sponsoring company profile

CAL-TEX LUMBER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAL-TEX LUMBER COMPANY, INC.

Employer identification number (EIN): 742466148

NAIC Classification: 321110

Additional information about CAL-TEX LUMBER COMPANY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1987-06-22

Company Identification Number: 0104254100

Legal Registered Office Address: PO BOX 631010

NACOGDOCHES
United States of America (USA)
75963

More information about CAL-TEX LUMBER COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-09-01
501 2021-09-01
501 2020-09-01
501 2019-09-01
501 2018-09-01
501 2017-09-01 SUZANNE PATTERSON
501 2016-09-01 SUZANNE PATTERSON
501 2015-09-01 SUZANNE PATTERSON
501 2014-09-01 SUZANNE PATTERSON
501 2013-09-01 SUZANNE PATTERSON
501 2012-09-01 SUZANNE PATTERSON
501 2011-09-01 SUZANNE PATTERSON
501 2009-09-01 LEON RAY

Plan Statistics for EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2022 401k membership
Total participants, beginning-of-year 2022-09-01 420
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 435
Total of all active and inactive participants 2022-09-01 435
Total participants 2022-09-01 435
2021: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2021 401k membership
Total participants, beginning-of-year 2021-09-01 446
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 420
Total of all active and inactive participants 2021-09-01 420
Total participants 2021-09-01 420
2020: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2020 401k membership
Total participants, beginning-of-year 2020-09-01 445
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 446
Total of all active and inactive participants 2020-09-01 446
Total participants 2020-09-01 446
2019: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2019 401k membership
Total participants, beginning-of-year 2019-09-01 476
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 445
Total of all active and inactive participants 2019-09-01 445
Total participants 2019-09-01 445
2018: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2018 401k membership
Total participants, beginning-of-year 2018-09-01 494
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 476
Total of all active and inactive participants 2018-09-01 476
Total participants 2018-09-01 476
2017: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2017 401k membership
Total participants, beginning-of-year 2017-09-01 506
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 494
Total of all active and inactive participants 2017-09-01 494
Total participants 2017-09-01 494
2016: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2016 401k membership
Total participants, beginning-of-year 2016-09-01 495
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 506
Total of all active and inactive participants 2016-09-01 506
Total participants 2016-09-01 506
2015: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2015 401k membership
Total participants, beginning-of-year 2015-09-01 512
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 495
Total of all active and inactive participants 2015-09-01 495
Total participants 2015-09-01 0
2014: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2014 401k membership
Total participants, beginning-of-year 2014-09-01 509
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 512
Total of all active and inactive participants 2014-09-01 512
Total participants 2014-09-01 0
2013: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2013 401k membership
Total participants, beginning-of-year 2013-09-01 575
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 509
Total of all active and inactive participants 2013-09-01 509
Total participants 2013-09-01 0
2012: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2012 401k membership
Total participants, beginning-of-year 2012-09-01 538
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 575
Total of all active and inactive participants 2012-09-01 575
Total participants 2012-09-01 0
2011: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2011 401k membership
Total participants, beginning-of-year 2011-09-01 520
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 538
Total of all active and inactive participants 2011-09-01 538
Total participants 2011-09-01 538
2009: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2009 401k membership
Total participants, beginning-of-year 2009-09-01 647
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 512
Total of all active and inactive participants 2009-09-01 512
Total participants 2009-09-01 512

Measure	Date	Value
2022: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2022 401k membership
Total participants, beginning-of-year	2022-09-01	420
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	435
Total of all active and inactive participants	2022-09-01	435
Total participants	2022-09-01	435
2021: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2021 401k membership
Total participants, beginning-of-year	2021-09-01	446
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	420
Total of all active and inactive participants	2021-09-01	420
Total participants	2021-09-01	420
2020: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2020 401k membership
Total participants, beginning-of-year	2020-09-01	445
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	446
Total of all active and inactive participants	2020-09-01	446
Total participants	2020-09-01	446
2019: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2019 401k membership
Total participants, beginning-of-year	2019-09-01	476
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	445
Total of all active and inactive participants	2019-09-01	445
Total participants	2019-09-01	445
2018: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2018 401k membership
Total participants, beginning-of-year	2018-09-01	494
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	476
Total of all active and inactive participants	2018-09-01	476
Total participants	2018-09-01	476
2017: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2017 401k membership
Total participants, beginning-of-year	2017-09-01	506
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	494
Total of all active and inactive participants	2017-09-01	494
Total participants	2017-09-01	494
2016: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2016 401k membership
Total participants, beginning-of-year	2016-09-01	495
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	506
Total of all active and inactive participants	2016-09-01	506
Total participants	2016-09-01	506
2015: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2015 401k membership
Total participants, beginning-of-year	2015-09-01	512
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	495
Total of all active and inactive participants	2015-09-01	495
Total participants	2015-09-01	0
2014: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2014 401k membership
Total participants, beginning-of-year	2014-09-01	509
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	512
Total of all active and inactive participants	2014-09-01	512
Total participants	2014-09-01	0
2013: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2013 401k membership
Total participants, beginning-of-year	2013-09-01	575
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	509
Total of all active and inactive participants	2013-09-01	509
Total participants	2013-09-01	0
2012: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2012 401k membership
Total participants, beginning-of-year	2012-09-01	538
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	575
Total of all active and inactive participants	2012-09-01	575
Total participants	2012-09-01	0
2011: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2011 401k membership
Total participants, beginning-of-year	2011-09-01	520
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	538
Total of all active and inactive participants	2011-09-01	538
Total participants	2011-09-01	538
2009: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2009 401k membership
Total participants, beginning-of-year	2009-09-01	647
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	512
Total of all active and inactive participants	2009-09-01	512
Total participants	2009-09-01	512

Form 5500 Responses for EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY

2022: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2013 form 5500 responses
2013-09-01	Type of plan entity	Mulitple employer plan
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2012 form 5500 responses
2012-09-01	Type of plan entity	Mulitple employer plan
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2011 form 5500 responses
2011-09-01	Type of plan entity	Mulitple employer plan
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: EMPLOYEE BENEFIT PLAN FOR EMPLOYEES OF CAL-TEX LUMBER COMPANY 2009 form 5500 responses
2009-09-01	Type of plan entity	Mulitple employer plan
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1155164

Policy instance

Insurance contract or identification number	1155164
Number of Individuals Covered	314
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
Total amount of commissions paid to insurance broker	USD $10,426
Total amount of fees paid to insurance company	USD $4,772
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,426
Amount paid for insurance broker fees	4772
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

018261

Policy instance

Insurance contract or identification number	018261
Number of Individuals Covered	435
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
Total amount of fees paid to insurance company	USD $3,471
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $426,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3471
Additional information about fees paid to insurance broker	SPECIAL PROGRAM
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000400241077

Policy instance

Insurance contract or identification number	000400241077
Number of Individuals Covered	93
Insurance policy start date	2021-04-01
Insurance policy end date	2022-03-31
Total amount of commissions paid to insurance broker	USD $1,642
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $16,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,642

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

0001D037020

Policy instance

Insurance contract or identification number	0001D037020
Number of Individuals Covered	108
Insurance policy start date	2021-04-01
Insurance policy end date	2022-03-31
Total amount of commissions paid to insurance broker	USD $7,822
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $78,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,822

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010241075

Policy instance

Insurance contract or identification number	000010241075
Number of Individuals Covered	171
Insurance policy start date	2021-04-01
Insurance policy end date	2022-03-31
Total amount of commissions paid to insurance broker	USD $1,230
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,230

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

018261

Policy instance

Insurance contract or identification number	018261
Number of Individuals Covered	420
Insurance policy start date	2021-04-01
Insurance policy end date	2022-03-31
Total amount of commissions paid to insurance broker	USD $35,048
Total amount of fees paid to insurance company	USD $2,958
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 $35,048
Insurance broker organization code?	3
Amount paid for insurance broker fees	2958
Additional information about fees paid to insurance broker	SPECIAL PROGRAM

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

018261

Policy instance

Insurance contract or identification number	018261
Number of Individuals Covered	446
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
Total amount of commissions paid to insurance broker	USD $35,505
Total amount of fees paid to insurance company	USD $1,496
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 $35,505
Insurance broker organization code?	3
Amount paid for insurance broker fees	1496
Additional information about fees paid to insurance broker	SPECIAL PROGRAM

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010241075

Policy instance

Insurance contract or identification number	000010241075
Number of Individuals Covered	181
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
Total amount of commissions paid to insurance broker	USD $1,245
Total amount of fees paid to insurance company	USD $189
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,245
Amount paid for insurance broker fees	189
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

0001D037020

Policy instance

Insurance contract or identification number	0001D037020
Number of Individuals Covered	112
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
Total amount of commissions paid to insurance broker	USD $7,466
Total amount of fees paid to insurance company	USD $1,215
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $74,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,466
Amount paid for insurance broker fees	1215
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

0001D037020

Policy instance

Insurance contract or identification number	0001D037020
Number of Individuals Covered	104
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $7,057
Total amount of fees paid to insurance company	USD $4,634
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $70,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,057
Amount paid for insurance broker fees	4634
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010241075

Policy instance

Insurance contract or identification number	000010241075
Number of Individuals Covered	175
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $1,077
Total amount of fees paid to insurance company	USD $763
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,077
Amount paid for insurance broker fees	763
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

00400241077

Policy instance

Insurance contract or identification number	00400241077
Number of Individuals Covered	100
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $1,668
Total amount of fees paid to insurance company	USD $1,172
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $16,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,668
Amount paid for insurance broker fees	1172
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

018261

Policy instance

Insurance contract or identification number	018261
Number of Individuals Covered	445
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $35,142
Total amount of fees paid to insurance company	USD $1,544
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 $35,142
Insurance broker organization code?	3
Amount paid for insurance broker fees	1544
Additional information about fees paid to insurance broker	SPECIAL PROGRAM

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010241075

Policy instance

Insurance contract or identification number	000010241075
Number of Individuals Covered	182
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $1,093
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,093
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

0001D037020

Policy instance

Insurance contract or identification number	0001D037020
Number of Individuals Covered	105
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $6,625
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $66,249
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,625
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

00400241077

Policy instance

Insurance contract or identification number	00400241077
Number of Individuals Covered	102
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $1,676
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $16,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,676
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

018261

Policy instance

Insurance contract or identification number	018261
Number of Individuals Covered	476
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $35,773
Total amount of fees paid to insurance company	USD $1,728
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 $35,773
Insurance broker organization code?	3
Amount paid for insurance broker fees	1728
Additional information about fees paid to insurance broker	SPECIAL PROGRAM

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5480204

Policy instance

Insurance contract or identification number	5480204
Number of Individuals Covered	184
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $11,803
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $115,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,803
Insurance broker organization code?	3
Insurance broker name	BANCORP SOUTH INSURANCE

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

018261

Policy instance

Insurance contract or identification number	018261
Number of Individuals Covered	494
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $35,852
Total amount of fees paid to insurance company	USD $2,128
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 $35,852
Insurance broker organization code?	3
Amount paid for insurance broker fees	2128
Additional information about fees paid to insurance broker	SPECIAL PROGRAM
Insurance broker name	BANCORP SOUTH INSURANCE

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

018261

Policy instance

Insurance contract or identification number	018261
Number of Individuals Covered	495
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $36,591
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $36,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,479
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SPECIAL PROGRAM
Insurance broker name	BANCORP SOUTH INSURANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010014078

Policy instance

Insurance contract or identification number	000010014078
Number of Individuals Covered	174
Insurance policy start date	2015-02-01
Insurance policy end date	2016-01-31
Total amount of commissions paid to insurance broker	USD $2,978
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,724
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker name	BANCORP SOUTH INSURANCE

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

018261

Policy instance

Insurance contract or identification number	018261
Number of Individuals Covered	512
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $35,639
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $35,639
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,611
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SPECIAL PROGRAM
Insurance broker name	BANCORP SOUTH INSURANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010014078

Policy instance

Insurance contract or identification number	000010014078
Number of Individuals Covered	172
Insurance policy start date	2014-02-01
Insurance policy end date	2015-01-31
Total amount of commissions paid to insurance broker	USD $2,783
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,541
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker name	BANCORP SOUTH INSURANCE

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

18261

Policy instance

Insurance contract or identification number	18261
Number of Individuals Covered	509
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Total amount of commissions paid to insurance broker	USD $33,928
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $33,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,876
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SPECIAL PROGRAM
Insurance broker name	BANCORP SOUTH INSURANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010014078

Policy instance

Insurance contract or identification number	000010014078
Number of Individuals Covered	169
Insurance policy start date	2013-02-01
Insurance policy end date	2014-01-31
Total amount of commissions paid to insurance broker	USD $2,757
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,410
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker name	BANCORP SOUTH INSURANCE

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

18261

Policy instance

Insurance contract or identification number	18261
Number of Individuals Covered	575
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Total amount of commissions paid to insurance broker	USD $33,391
Total amount of fees paid to insurance company	USD $1,824
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $32,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1824
Additional information about fees paid to insurance broker	SPECIAL PROGRAM
Insurance broker organization code?	3
Commission paid to Insurance Broker	USD $33,391
Insurance broker name	BANCORP SOUTH INSURANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010014078

Policy instance

Insurance contract or identification number	000010014078
Number of Individuals Covered	169
Insurance policy start date	2012-02-01
Insurance policy end date	2013-01-31
Total amount of fees paid to insurance company	USD $210
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $151,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	210
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3
Insurance broker name	BANCORP SOUTH INSURANCE

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

18261

Policy instance

Insurance contract or identification number	18261
Number of Individuals Covered	538
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Total amount of commissions paid to insurance broker	USD $28,814
Total amount of fees paid to insurance company	USD $1,764
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $131,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010014078

Policy instance

Insurance contract or identification number	000010014078
Number of Individuals Covered	155
Insurance policy start date	2011-02-01
Insurance policy end date	2012-01-31
Total amount of commissions paid to insurance broker	USD $2,109
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010014078

Policy instance

Insurance contract or identification number	000010014078
Number of Individuals Covered	147
Insurance policy start date	2010-02-01
Insurance policy end date	2011-01-31
Total amount of commissions paid to insurance broker	USD $2,071
Total amount of fees paid to insurance company	USD $660
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

18261

Policy instance

Insurance contract or identification number	18261
Number of Individuals Covered	520
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Total amount of commissions paid to insurance broker	USD $28,230
Total amount of fees paid to insurance company	USD $1,908
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $97,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CAL-TEX LUMBER COMPANY, INC.
Employer identification number (EIN):	742466148
NAIC Classification:	321110

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1987-06-22
Company Identification Number:	0104254100
Legal Registered Office Address:	PO BOX 631010 NACOGDOCHES United States of America (USA) 75963