UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN
Plan identification number	502

UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN Benefits

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

UNIVERSITY OF LA VERNE has sponsored the creation of one or more 401k plans.

Company Name:	UNIVERSITY OF LA VERNE
Employer identification number (EIN):	951644026
NAIC Classification:	611000

Additional information about UNIVERSITY OF LA VERNE

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-05-06
Company Identification Number:	0801421933
Legal Registered Office Address:	1950 3RD ST LA VERNE United States of America (USA) 91750

More information about UNIVERSITY OF LA VERNE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2022-07-01
502	2021-07-01
502	2020-07-01
502	2019-07-01
502	2018-07-01
502	2017-07-01
502	2016-07-01
502	2015-07-01	DANA NAGENGAST
502	2014-07-01	JODY L BOMBA
502	2013-07-01	JODY L. BOMBA
502	2012-07-01	JODY BOMBA
502	2011-07-01	LORI GORDIEN
502	2009-07-01	LORI GORDIEN

Plan Statistics for UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN

Measure	Date	Value
2022: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	802
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	589
Number of retired or separated participants receiving benefits	2022-07-01	34
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	623
2021: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	882
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	796
Number of retired or separated participants receiving benefits	2021-07-01	6
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	802
2020: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	957
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	868
Number of retired or separated participants receiving benefits	2020-07-01	14
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	882
2019: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	726
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	952
Number of retired or separated participants receiving benefits	2019-07-01	5
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	957
2018: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	730
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	719
Number of retired or separated participants receiving benefits	2018-07-01	7
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	726
2017: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	725
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	721
Number of retired or separated participants receiving benefits	2017-07-01	9
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	730
2016: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	733
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	720
Number of retired or separated participants receiving benefits	2016-07-01	5
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	725
2015: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	733
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	786
Number of retired or separated participants receiving benefits	2015-07-01	12
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	798
2014: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	648
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	698
Number of retired or separated participants receiving benefits	2014-07-01	1
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	699
2013: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	618
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	642
Number of retired or separated participants receiving benefits	2013-07-01	6
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	648
2012: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	583
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	616
Number of retired or separated participants receiving benefits	2012-07-01	7
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	623
2011: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	574
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	580
Number of retired or separated participants receiving benefits	2011-07-01	7
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	587
2009: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	525
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	528
Number of retired or separated participants receiving benefits	2009-07-01	17
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	545

Form 5500 Responses for UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN

2022: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
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: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
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: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
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: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
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
2018: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
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
2016: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
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: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
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: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
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 funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
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 funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
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 funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: UNIVERSITY OF LA VERNE EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200048
Policy instance	6
Insurance contract or identification number 0200048 Number of Individuals Covered 156 Insurance policy start date 2022-07-01 Insurance policy end date 2023-06-30 Total amount of commissions paid to insurance broker USD $1,923 Total amount of fees paid to insurance company USD $364 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENT 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 Carrier USD $20,234 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $1,923 Amount paid for insurance broker fees 364 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION, MKTG FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200049
Policy instance	1
Insurance contract or identification number 0200049 Number of Individuals Covered 110 Insurance policy start date 2022-07-01 Insurance policy end date 2023-06-30 Total amount of commissions paid to insurance broker USD $3,858 Total amount of fees paid to insurance company USD $767 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided CRITICAL ILLNESS 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 Carrier USD $43,866 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $3,858 Amount paid for insurance broker fees 767 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION, MKTG FEES Insurance broker organization code? 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	2
Insurance contract or identification number 12309864 Number of Individuals Covered 346 Insurance policy start date 2022-07-01 Insurance policy end date 2023-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $56,798 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	3
Insurance contract or identification number 556893 Number of Individuals Covered 36 Insurance policy start date 2022-07-01 Insurance policy end date 2023-06-30 Total amount of commissions paid to insurance broker USD $16,244 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided LONG TERM CARE 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 Carrier USD $108,956 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $16,244 Insurance broker organization code? 3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	4
Insurance contract or identification number 175126 Number of Individuals Covered 786 Insurance policy start date 2022-07-01 Insurance policy end date 2023-06-30 Total amount of commissions paid to insurance broker USD $189,518 Total amount of fees paid to insurance company USD $5,449 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $4,610,461 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $189,518 Amount paid for insurance broker fees 5449 Additional information about fees paid to insurance broker OTHER FEES Insurance broker organization code? 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	5
Insurance contract or identification number 225055 Number of Individuals Covered 444 Insurance policy start date 2022-07-01 Insurance policy end date 2023-06-30 Total amount of commissions paid to insurance broker USD $96,942 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $2,771,891 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $96,942 Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200049
Policy instance	6
Insurance contract or identification number 0200049 Number of Individuals Covered 123 Insurance policy start date 2021-07-01 Insurance policy end date 2022-06-30 Total amount of commissions paid to insurance broker USD $5,112 Total amount of fees paid to insurance company USD $886 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided CRITICAL ILLNESS 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 Carrier USD $53,977 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $5,114 Amount paid for insurance broker fees 886 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION, MKTG FEES Insurance broker organization code? 3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	2
Insurance contract or identification number 556893 Number of Individuals Covered 39 Insurance policy start date 2021-07-01 Insurance policy end date 2022-06-30 Total amount of commissions paid to insurance broker USD $16,880 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided LONG TERM CARE 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 Carrier USD $105,542 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $16,880 Insurance broker organization code? 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	1
Insurance contract or identification number 225055 Number of Individuals Covered 456 Insurance policy start date 2021-07-01 Insurance policy end date 2022-06-30 Total amount of commissions paid to insurance broker USD $125,205 Total amount of fees paid to insurance company USD $875 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $3,181,261 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $125,205 Amount paid for insurance broker fees 875 Additional information about fees paid to insurance broker BONUS Insurance broker organization code? 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	3
Insurance contract or identification number 12309864 Number of Individuals Covered 349 Insurance policy start date 2021-07-01 Insurance policy end date 2022-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $57,677 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200048
Policy instance	4
Insurance contract or identification number 0200048 Number of Individuals Covered 171 Insurance policy start date 2021-07-01 Insurance policy end date 2022-06-30 Total amount of commissions paid to insurance broker USD $2,517 Total amount of fees paid to insurance company USD $352 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENT 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 Carrier USD $20,951 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $2,517 Amount paid for insurance broker fees 352 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION, MKTG FEES Insurance broker organization code? 3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	5
Insurance contract or identification number 175126 Number of Individuals Covered 796 Insurance policy start date 2021-07-01 Insurance policy end date 2022-06-30 Total amount of commissions paid to insurance broker USD $229,701 Total amount of fees paid to insurance company USD $11,552 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $5,225,905 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $229,701 Amount paid for insurance broker fees 11552 Additional information about fees paid to insurance broker OTHER FEES Insurance broker organization code? 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	1
Insurance contract or identification number 225055 Number of Individuals Covered 488 Insurance policy start date 2020-07-01 Insurance policy end date 2021-06-30 Total amount of commissions paid to insurance broker USD $102,034 Total amount of fees paid to insurance company USD $3,172 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $2,941,940 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $102,034 Amount paid for insurance broker fees 3172 Additional information about fees paid to insurance broker BONUS Insurance broker organization code? 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	3
Insurance contract or identification number 12309864 Number of Individuals Covered 372 Insurance policy start date 2020-07-01 Insurance policy end date 2021-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $65,148 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200048
Policy instance	2
Insurance contract or identification number 0200048 Number of Individuals Covered 178 Insurance policy start date 2020-07-01 Insurance policy end date 2021-06-30 Total amount of commissions paid to insurance broker USD $3,281 Total amount of fees paid to insurance company USD $311 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENT 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 Carrier USD $21,620 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $3,279 Amount paid for insurance broker fees 311 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200049
Policy instance	4
Insurance contract or identification number 0200049 Number of Individuals Covered 111 Insurance policy start date 2020-07-01 Insurance policy end date 2021-06-30 Total amount of commissions paid to insurance broker USD $6,641 Total amount of fees paid to insurance company USD $750 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided CRITICAL ILLNESS 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 Carrier USD $56,078 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $6,641 Amount paid for insurance broker fees 750 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	6
Insurance contract or identification number 556893 Number of Individuals Covered 42 Insurance policy start date 2020-07-01 Insurance policy end date 2021-06-30 Total amount of commissions paid to insurance broker USD $16,906 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided LONG TERM CARE 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 Carrier USD $110,532 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $16,906 Insurance broker organization code? 3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	5
Insurance contract or identification number 175126 Number of Individuals Covered 868 Insurance policy start date 2020-07-01 Insurance policy end date 2021-06-30 Total amount of commissions paid to insurance broker USD $213,902 Total amount of fees paid to insurance company USD $6,408 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $5,243,580 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $213,902 Amount paid for insurance broker fees 6408 Additional information about fees paid to insurance broker OTHER FEES Insurance broker organization code? 3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	7
Insurance contract or identification number 556893 Number of Individuals Covered 48 Insurance policy start date 2019-07-01 Insurance policy end date 2020-06-30 Total amount of commissions paid to insurance broker USD $10,611 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided LONG TERM CARE 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 Carrier USD $77,257 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $10,611 Insurance broker organization code? 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	1
Insurance contract or identification number 12309864 Number of Individuals Covered 374 Insurance policy start date 2019-07-01 Insurance policy end date 2020-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $70,512 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E98850314
Policy instance	2
Insurance contract or identification number E98850314 Number of Individuals Covered 1 Insurance policy start date 2019-07-01 Insurance policy end date 2020-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENT AND AD&D 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 Carrier USD $396 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200048
Policy instance	3
Insurance contract or identification number 0200048 Number of Individuals Covered 202 Insurance policy start date 2019-07-01 Insurance policy end date 2020-06-30 Total amount of commissions paid to insurance broker USD $6,520 Total amount of fees paid to insurance company USD $362 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENT 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 Carrier USD $24,648 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $6,324 Amount paid for insurance broker fees 362 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	4
Insurance contract or identification number 175126 Number of Individuals Covered 952 Insurance policy start date 2019-07-01 Insurance policy end date 2020-06-30 Total amount of commissions paid to insurance broker USD $246,111 Total amount of fees paid to insurance company USD $9,524 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $6,549,924 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $246,111 Amount paid for insurance broker fees 9524 Additional information about fees paid to insurance broker OTHER FEES Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200049
Policy instance	5
Insurance contract or identification number 0200049 Number of Individuals Covered 149 Insurance policy start date 2019-07-01 Insurance policy end date 2020-06-30 Total amount of commissions paid to insurance broker USD $10,913 Total amount of fees paid to insurance company USD $805 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided CRITICAL ILLNESS 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 Carrier USD $64,101 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $10,633 Amount paid for insurance broker fees 807 Additional information about fees paid to insurance broker MARETING FEES, NON-MONETARY AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	6
Insurance contract or identification number 225055 Number of Individuals Covered 500 Insurance policy start date 2019-07-01 Insurance policy end date 2020-06-30 Total amount of commissions paid to insurance broker USD $123,588 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $3,262,552 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $123,588 Insurance broker organization code? 3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E98850314
Policy instance	8
Insurance contract or identification number E98850314 Number of Individuals Covered 1 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $678 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	7
Insurance contract or identification number 556893 Number of Individuals Covered 49 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 Total amount of commissions paid to insurance broker USD $11,557 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided LONG TERM CARE 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 Carrier USD $73,726 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $11,557 Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200049
Policy instance	6
Insurance contract or identification number 0200049 Number of Individuals Covered 128 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 Total amount of commissions paid to insurance broker USD $9,308 Total amount of fees paid to insurance company USD $1,467 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided CRITICAL ILLNESS 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 Carrier USD $53,976 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $7,644 Amount paid for insurance broker fees 485 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0118582
Policy instance	5
Insurance contract or identification number 0118582 Number of Individuals Covered 0 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 Total amount of commissions paid to insurance broker USD $7,407 Total amount of fees paid to insurance company USD $901 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $378 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $5,560 Amount paid for insurance broker fees 1283 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	4
Insurance contract or identification number 12309864 Number of Individuals Covered 418 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $71,765 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	3
Insurance contract or identification number 225055 Number of Individuals Covered 529 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 Total amount of commissions paid to insurance broker USD $131,475 Total amount of fees paid to insurance company USD $19 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $3,214,711 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $121,461 Amount paid for insurance broker fees 19 Additional information about fees paid to insurance broker NON-MONETARY COMPENSATION Insurance broker organization code? 3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200048
Policy instance	9
Insurance contract or identification number 0200048 Number of Individuals Covered 162 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 Total amount of commissions paid to insurance broker USD $6,102 Total amount of fees paid to insurance company USD $1,549 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $19,595 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $2,975 Amount paid for insurance broker fees 166 Additional information about fees paid to insurance broker NON-MONETARY AND SUPPLEMENTAL COMPENSATION Insurance broker organization code? 3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	2
Insurance contract or identification number 175126 Number of Individuals Covered 1047 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 Total amount of commissions paid to insurance broker USD $213,137 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $5,478,228 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $213,039 Insurance broker organization code? 3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number	3331731
Policy instance	1
Insurance contract or identification number 3331731 Number of Individuals Covered 542 Insurance policy start date 2018-07-01 Insurance policy end date 2019-06-30 Total amount of commissions paid to insurance broker USD $25,350 Total amount of fees paid to insurance company USD $408 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $365,134 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $25,350 Insurance broker organization code? 3 Amount paid for insurance broker fees 408 Additional information about fees paid to insurance broker GENERAL AGENT PAYMENTS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200048
Policy instance	9
Insurance contract or identification number 0200048 Number of Individuals Covered 143 Insurance policy start date 2017-07-01 Insurance policy end date 2018-06-30 Total amount of commissions paid to insurance broker USD $8,536 Total amount of fees paid to insurance company USD $240 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $16,217 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	1
Insurance contract or identification number 175126 Number of Individuals Covered 630 Insurance policy start date 2017-07-01 Insurance policy end date 2018-06-30 Total amount of commissions paid to insurance broker USD $172,009 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $4,913,332 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number	3331731
Policy instance	2
Insurance contract or identification number 3331731 Number of Individuals Covered 545 Insurance policy start date 2017-07-01 Insurance policy end date 2018-06-30 Total amount of commissions paid to insurance broker USD $25,122 Total amount of fees paid to insurance company USD $565 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $347,237 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	3
Insurance contract or identification number 225055 Number of Individuals Covered 543 Insurance policy start date 2017-07-01 Insurance policy end date 2018-06-30 Total amount of commissions paid to insurance broker USD $116,608 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $3,113,329 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0200049
Policy instance	4
Insurance contract or identification number 0200049 Number of Individuals Covered 109 Insurance policy start date 2017-07-01 Insurance policy end date 2018-06-30 Total amount of commissions paid to insurance broker USD $23,176 Total amount of fees paid to insurance company USD $574 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided CRITICAL ILLNESS 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 Carrier USD $44,835 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	5
Insurance contract or identification number 12309864 Number of Individuals Covered 395 Insurance policy start date 2017-07-01 Insurance policy end date 2018-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $67,747 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E98850314
Policy instance	6
Insurance contract or identification number E98850314 Number of Individuals Covered 1 Insurance policy start date 2017-07-01 Insurance policy end date 2018-06-30 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $678 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0118582
Policy instance	8
Insurance contract or identification number 0118582 Number of Individuals Covered 1302 Insurance policy start date 2017-07-01 Insurance policy end date 2018-06-30 Total amount of commissions paid to insurance broker USD $22,120 Total amount of fees paid to insurance company USD $5,711 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $400,750 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	7
Insurance contract or identification number 556893 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 $10,689 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided LONG TERM CARE 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 Carrier USD $71,397 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	4
Insurance contract or identification number 225055 Number of Individuals Covered 467 Insurance policy start date 2015-07-01 Insurance policy end date 2016-06-30 Total amount of commissions paid to insurance broker USD $97,703 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $2,395,743 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $97,703 Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	7
Insurance contract or identification number 12309864 Number of Individuals Covered 379 Insurance policy start date 2015-07-01 Insurance policy end date 2016-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $63,842 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	1
Insurance contract or identification number 175126 Number of Individuals Covered 679 Insurance policy start date 2015-07-01 Insurance policy end date 2016-06-30 Total amount of commissions paid to insurance broker USD $164,431 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $4,729,870 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $164,431 Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number	3331731
Policy instance	2
Insurance contract or identification number 3331731 Number of Individuals Covered 1103 Insurance policy start date 2015-07-01 Insurance policy end date 2016-06-30 Total amount of commissions paid to insurance broker USD $21,435 Total amount of fees paid to insurance company USD $415 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $294,320 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $21,435 Amount paid for insurance broker fees 415 Additional information about fees paid to insurance broker GENERAL AGENT PAYMENTS Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E9850314
Policy instance	3
Insurance contract or identification number E9850314 Number of Individuals Covered 1 Insurance policy start date 2015-07-01 Insurance policy end date 2016-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $678 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0118582
Policy instance	5
Insurance contract or identification number 0118582 Number of Individuals Covered 656 Insurance policy start date 2015-07-01 Insurance policy end date 2016-06-30 Total amount of commissions paid to insurance broker USD $17,303 Total amount of fees paid to insurance company USD $3,980 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $306,583 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $17,303 Amount paid for insurance broker fees 76 Additional information about fees paid to insurance broker NON-MONETARY COMPENSATION Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	6
Insurance contract or identification number 556893 Number of Individuals Covered 52 Insurance policy start date 2015-07-01 Insurance policy end date 2016-06-30 Total amount of commissions paid to insurance broker USD $11,874 Total amount of fees paid to insurance company USD $554 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $73,618 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $11,874 Amount paid for insurance broker fees 554 Additional information about fees paid to insurance broker ADDITIONAL COMPENSATION Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	4
Insurance contract or identification number 556893 Number of Individuals Covered 50 Insurance policy start date 2014-07-01 Insurance policy end date 2015-06-30 Total amount of commissions paid to insurance broker USD $10,380 Total amount of fees paid to insurance company USD $865 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $74,008 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $10,380 Amount paid for insurance broker fees 865 Additional information about fees paid to insurance broker ADDITIONAL COMPENSATION Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	1
Insurance contract or identification number 175126 Number of Individuals Covered 685 Insurance policy start date 2014-07-01 Insurance policy end date 2015-06-30 Total amount of commissions paid to insurance broker USD $153,824 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $4,032,389 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $153,824 Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	2
Insurance contract or identification number 225055 Number of Individuals Covered 399 Insurance policy start date 2014-07-01 Insurance policy end date 2015-06-30 Total amount of commissions paid to insurance broker USD $83,791 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $2,226,109 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $83,791 Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0118582
Policy instance	3
Insurance contract or identification number 0118582 Number of Individuals Covered 498 Insurance policy start date 2014-07-01 Insurance policy end date 2015-06-30 Total amount of commissions paid to insurance broker USD $15,057 Total amount of fees paid to insurance company USD $3,297 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $292,067 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $15,057 Amount paid for insurance broker fees 38 Additional information about fees paid to insurance broker NON-MONETARY COMPENSATION Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	5
Insurance contract or identification number 12309864 Number of Individuals Covered 369 Insurance policy start date 2014-07-01 Insurance policy end date 2015-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $64,717 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number	3331731
Policy instance	6
Insurance contract or identification number 3331731 Number of Individuals Covered 500 Insurance policy start date 2014-07-01 Insurance policy end date 2015-06-30 Total amount of commissions paid to insurance broker USD $20,925 Total amount of fees paid to insurance company USD $303 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $288,390 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $20,925 Amount paid for insurance broker fees 303 Additional information about fees paid to insurance broker GENERAL AGENT PAYMENTS Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E9850314
Policy instance	7
Insurance contract or identification number E9850314 Number of Individuals Covered 1 Insurance policy start date 2014-07-01 Insurance policy end date 2015-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $678 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	175126
Policy instance	8
Insurance contract or identification number 175126 Number of Individuals Covered 485 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $86,527 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $2,477,052 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $86,527 Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E9850314
Policy instance	7
Insurance contract or identification number E9850314 Number of Individuals Covered 1 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $678 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number	3331731
Policy instance	6
Insurance contract or identification number 3331731 Number of Individuals Covered 1022 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $20,839 Total amount of fees paid to insurance company USD $382 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $287,977 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $20,839 Amount paid for insurance broker fees 382 Additional information about fees paid to insurance broker GENERAL AGENT PAYMENTS Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	2
Insurance contract or identification number 225055 Number of Individuals Covered 388 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $72,633 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $1,965,383 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $72,633 Insurance broker organization code? 3 Insurance broker name MERCER AND HEALTH BENEFITS, LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	5
Insurance contract or identification number 12309864 Number of Individuals Covered 360 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $62,534 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	4
Insurance contract or identification number 556893 Number of Individuals Covered 57 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $10,042 Total amount of fees paid to insurance company USD $837 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $68,999 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $10,042 Amount paid for insurance broker fees 837 Additional information about fees paid to insurance broker ADDITIONAL COMPENSATION Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0118582
Policy instance	3
Insurance contract or identification number 0118582 Number of Individuals Covered 485 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $15,356 Total amount of fees paid to insurance company USD $3,618 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $280,092 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $15,356 Amount paid for insurance broker fees 39 Additional information about fees paid to insurance broker NON-MONETARY COMPENSATION Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	1
Insurance contract or identification number 175126 Number of Individuals Covered 217 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $60,240 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $1,734,626 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $60,240 Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
COMMUNITY ACTION EMPLOYEE ASSISTANCE PROGRAM, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	23605
Policy instance	2
Insurance contract or identification number 23605 Number of Individuals Covered 600 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided EMPLOYEE ASSISTANCE PROGRAM 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 Carrier USD $14,400 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number	LTD 111629
Policy instance	10
Insurance contract or identification number LTD 111629 Number of Individuals Covered 257 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $445 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No 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 Carrier USD $88,475 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 445 Additional information about fees paid to insurance broker FEES PAID Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS LLC
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	175126
Policy instance	9
Insurance contract or identification number 175126 Number of Individuals Covered 515 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $78,828 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $2,269,362 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $78,828 Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E9850314
Policy instance	8
Insurance contract or identification number E9850314 Number of Individuals Covered 1 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $678 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number	3331731
Policy instance	7
Insurance contract or identification number 3331731 Number of Individuals Covered 956 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $19,036 Total amount of fees paid to insurance company USD $361 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $263,148 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $19,036 Amount paid for insurance broker fees 361 Additional information about fees paid to insurance broker GENERAL AGENT PAYMENTS Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	6
Insurance contract or identification number 12309864 Number of Individuals Covered 344 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $56,256 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	5
Insurance contract or identification number 556893 Number of Individuals Covered 60 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $10,027 Total amount of fees paid to insurance company USD $836 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $66,848 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $10,027 Amount paid for insurance broker fees 836 Additional information about fees paid to insurance broker ADDITIONAL COMPENSATION Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0118582
Policy instance	4
Insurance contract or identification number 0118582 Number of Individuals Covered 608 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $15,413 Total amount of fees paid to insurance company USD $3,341 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $213,968 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $15,413 Amount paid for insurance broker fees 26 Additional information about fees paid to insurance broker NON-MONETARY COMPENSATION Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS LLC
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	3
Insurance contract or identification number 225055 Number of Individuals Covered 317 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $48,969 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $1,417,278 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $48,969 Insurance broker organization code? 3 Insurance broker name MERCER AND HEALTH BENEFITS, LLC
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	1
Insurance contract or identification number 175126 Number of Individuals Covered 213 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $55,612 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $1,597,273 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $55,612 Insurance broker organization code? 3 Insurance broker name MERCER HEALTH AND BENEFITS, LLC
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	175126
Policy instance	2
Insurance contract or identification number 175126 Number of Individuals Covered 490 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $71,946 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $2,095,154 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	1
Insurance contract or identification number 175126 Number of Individuals Covered 212 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $52,637 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $1,532,873 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E9850314
Policy instance	4
Insurance contract or identification number E9850314 Number of Individuals Covered 1 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided AD & D 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 Carrier USD $678 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0118582
Policy instance	7
Insurance contract or identification number 0118582 Number of Individuals Covered 473 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $14,788 Total amount of fees paid to insurance company USD $2,271 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $202,447 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
COMMUNITY ACTION EMPLOYEE ASSISTANCE PROGRAM, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	23605
Policy instance	5
Insurance contract or identification number 23605 Number of Individuals Covered 600 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided EMPLOYEE ASSISTANCE PROGRAM 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 Carrier USD $14,400 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	6
Insurance contract or identification number 225055 Number of Individuals Covered 277 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $51,996 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $1,257,399 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number	LTD 111629
Policy instance	8
Insurance contract or identification number LTD 111629 Number of Individuals Covered 254 Insurance policy start date 2011-12-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $443 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No 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 Carrier USD $52,127 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	9
Insurance contract or identification number 556893 Number of Individuals Covered 60 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $9,638 Total amount of fees paid to insurance company USD $803 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided LONG-TERM CARE 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 Carrier USD $64,249 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	10
Insurance contract or identification number 12309864 Number of Individuals Covered 298 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $50,893 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number	3331731
Policy instance	3
Insurance contract or identification number 3331731 Number of Individuals Covered 904 Insurance policy start date 2011-07-01 Insurance policy end date 2012-06-30 Total amount of commissions paid to insurance broker USD $18,175 Total amount of fees paid to insurance company USD $404 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $251,722 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number	175126
Policy instance	1
Insurance contract or identification number 175126 Number of Individuals Covered 682 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $97,988 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $3,263,632 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? Yes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	12309864
Policy instance	8
Insurance contract or identification number 12309864 Number of Individuals Covered 289 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit Yes Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $48,316 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	556893
Policy instance	7
Insurance contract or identification number 556893 Number of Individuals Covered 60 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $9,083 Total amount of fees paid to insurance company USD $757 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided LONG-TERM CARE 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 Carrier USD $59,223 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0118582
Policy instance	6
Insurance contract or identification number 0118582 Number of Individuals Covered 475 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $13,695 Total amount of fees paid to insurance company USD $2,979 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit Yes Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENTAL 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 Carrier USD $193,057 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	225055
Policy instance	5
Insurance contract or identification number 225055 Number of Individuals Covered 255 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $38,548 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit Yes Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $1,058,480 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract number	E9850314
Policy instance	3
Insurance contract or identification number E9850314 Number of Individuals Covered 1 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit Yes Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided ACCIDENT 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 Carrier USD $678 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number	3331731
Policy instance	2
Insurance contract or identification number 3331731 Number of Individuals Covered 862 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $17,012 Total amount of fees paid to insurance company USD $248 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit Yes Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Carrier USD $235,213 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
COMMUNITY ACTION EMPLOYEE ASSISTANCE PROGRAM, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	23605
Policy instance	4
Insurance contract or identification number 23605 Number of Individuals Covered 600 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Other welfare benefits provided EMPLOYEE ASSISTANCE PROGRAM 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 Carrier USD $14,400 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No

Potentially related plans

• UNIVERSITY OF MINNESOTA PHYSICIANS LT AND ST DISABILITY PLAN [EIN = 411843943]
• UNIVERSITY OF PA DOMESTIC EQUITY POOL [EIN = 043574136]
• UNIVERSITY OF THE SCIENCES IN PHILADELPHIA BASIC RETIREMENT PLAN [EIN = 231352668]
• UNIVERSITY OF NORTHWESTERN OHIO PREMIUM CONVERSION PLAN [EIN = 341695897]
• UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION INC 401(K) PLAN AND TRUST [EIN = 540674170]
• UNIVERSITY OF MINNESOTA FOUNDATION DINNAKEN HOUSING, LLC 401(K) PLAN [EIN = 274131769]
• UNIVERSITY OF MINNESOTA PHYSICIANS VISION SERVICES PLAN [EIN = 411843943]
• UNIVERSITY OF SOUTHERN CALIFORNIA POSTDOCTORAL SCHOLAR BENEFIT PROGRAM [EIN = 951642394]
• UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN [EIN = 941156628]
• UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 060646936]
• UNIVERSITY OF MIAMI DISABILITY INCOME PLAN [EIN = 590624458]
• UNIVERSITY OF KANSAS SCHOOL OF MEDICINE - WICHITA MEDICAL PRACTICE ASSOCIATION CAFETERIA PLAN [EIN = 480805658]
• UNIVERSITY OF CHARLESTON RETIREMENT PLAN [EIN = 550357039]
• UNIVERSITY OF DAYTON HEALTH CARE FLEXIBLE SPENDING ACCOUNT [EIN = 310536715]
• UNIVERSITY OF MARYLAND EMERGENCY MEDICINE ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST [EIN = 521403415]
• UNIVERSITY OF SIOUX FALLS 403(B) PLAN [EIN = 460224600]
• UNIVERSITY OF CINCINNATI FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 310896555]
• UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN [EIN = 060731360]
• UNIVERSITY OF THE INCARNATE WORD RETIREMENT HEALTHCARE SAVINGS PROGRAM [EIN = 741109661]
• UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN [EIN = 741769336]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. HEALTH INSURANCE PLAN [EIN = 630649108]
• UNIVERSITY OF IOWA FOUNDATION GROUP LIFE AD&D LONG TERM DISABILITY PLAN [EIN = 420796760]
• UNIVERSITY OF NEVADA SCHOOL OF MEDICINE INTEGRATED CLINICAL SERVICES, INC. 401(K) PLAN [EIN = 880387136]
• UNIVERSITY OF JAMESTOWN HEALTH AND WELFARE BENEFIT PLAN [EIN = 450231180]
• UNIVERSITY OF FLORIDA JACKSONVILLE HEALTHCARE, INC [EIN = 592274759]
• UNIVERSITY OF NORTHWESTERN OHIO 401(A) TDA PLAN [EIN = 341695897]
• UNIVERSITY OF SAN DIEGO HEALTH & WELFARE PLAN [EIN = 952544535]
• UNIVERSITY OF MICHIGAN HEALTH-WEST 403(B) RETIREMENT SAVINGS PLAN [EIN = 380593405]
• UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM [EIN = 590624458]
• UNIVERSITY OF CINCINNATI FOUNDATION HEALTH PLAN [EIN = 310896555]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN [EIN = 521362793]
• UNIVERSITY OF NEBRASKA FOUNDATION WELFARE BENEFITS PLAN [EIN = 470379839]
• UNIVERSITY OF MINNESOTA PHYSICIANS BUSINESS TRAVEL ACCIDENT PLAN [EIN = 411843943]
• UNIVERSITY OF RICHMOND EMPLOYEE WELFARE BENEFITS PLAN [EIN = 540505965]
• UNIVERSITY OF NEW MEXICO FOUNDATION 403B [EIN = 850275408]
• UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. PROFIT SHARING PLAN [EIN = 273645560]
• UNIVERSITY OF MARY EMPLOYEE RETIREMENT PLAN [EIN = 450273403]
• UNIVERSITY OF MARYLAND COMMUNITY MEDICAL GROUP [EIN = 521874111]
• UNIVERSITY OF PENNSYLVANIA POSITION DISCONTINUATION AND STAFF TRANSITION PLAN [EIN = 231352685]
• UNIVERSITY OF MICHIGAN CREDIT UNION FLEXIBLE BENEFIT PLAN [EIN = 381464920]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. LONG TERM DISABILITY PLAN [EIN = 630649108]
• UNIVERSITY OF MARYLAND ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST [EIN = 521076158]
• UNIVERSITY OF WESTERN STATES BENEFIT PLAN [EIN = 930309970]
• UNIVERSITY OF IOWA COMMUNITY CREDIT UNION DENTAL INSURANCE PLAN [EIN = 420804594]
• UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PENSION PLAN [EIN = 231352685]
• UNIVERSITY OF SOUTHERN CALIFORNIA LONG TERM DISABILITY PLAN [EIN = 951642394]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN [EIN = 520689917]
• UNIVERSITY OF HARTFORD INSURANCE PROTECTION PLAN [EIN = 060731360]
• UNIVERSITY OF DAYTON GROUP LIFE INSURANCE PLAN [EIN = 310536715]
• UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 401K RETIREMENT PLAN [EIN = 420808594]
• UNIVERSITY OF OREGON BOOKSTORE, INC. 401(K) RETIREMENT PLAN [EIN = 237332778]
• UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS 401(K) PROFIT SHARING PLAN FOR UNION EMPLOYEES [EIN = 520591667]
• UNIVERSITY OF MINNESOTA PHYSICIANS PROVIDER SHORT TERM DISABILITY PLAN [EIN = 411843943]
• UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS & 401(K) PLAN [EIN = 411843943]
• UNIVERSITY OF SOUTH FLORIDA MEDICAL SERVICES SUPPORT CORPORATION TAX DEFERRED ANNUITY PLAN [EIN = 592944683]
• UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 951642394]
• UNIVERSITY OF NOTRE DAME DU LAC GROUP BENEFITS PLAN [EIN = 350868188]
• UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MASTER WELFARE BENEFIT PLAN [EIN = 273645560]
• UNIVERSITY OF EVANSVILLE RETIREMENT HEALTHCARE SAVINGS PROGRAM [EIN = 350868074]
• UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN [EIN = 526148737]
• UNIVERSITY OF DENVER HEALTH PLAN [EIN = 840404231]
• UNIVERSITY OF NORTHWESTERN - ST PAUL EMPLOYEE BENEFITS PLAN [EIN = 410711610]
• UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN [EIN = 010211810]
• UNIVERSITY OF MINNESOTA PHYSICIANS LIFE, VOLUNTARY LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN [EIN = 411843943]
• UNIVERSITY OF NEW ENGLAND EMPLOYEE BENEFIT PLAN [EIN = 010211810]
• UNIVERSITY OF MOUNT OLIVE 401(K) PLAN [EIN = 560623936]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION TIAA-CREF RETIREMENT PLAN [EIN = 521362793]
• UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN [EIN = 521182593]
• UNIVERSITY OF DALLAS DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 750926755]
• UNIVERSITY OF DAYTON TAX DEFERRED ANNUITY PLAN [EIN = 310536715]
• UNIVERSITY OF DETROIT MERCY EMPLOYEE BENEFITS PLAN [EIN = 381360586]
• UNIVERSITY OF WISCONSIN FOUNDATION RETIREMENT AND 401(K) SAVINGS PLAN [EIN = 390743975]
• UNIVERSITY OF MARY HEALTH INSURANCE PLAN [EIN = 450273403]
• UNIVERSITY OF SOUTHERN CALIFORNIA HOSPITAL 401(K) RETIREMENT PLAN [EIN = 951642394]
• UNIVERSITY OF REDLANDS GROUP LIFE AND MEDICAL PLAN [EIN = 951643389]
• UNIVERSITY OF PA FIXED INCOME POOL [EIN = 043574136]
• UNIVERSITY OF OKLAHOMA FOUNDATION, INC. 401(K) PLAN [EIN = 736091755]
• UNIVERSITY OF WISCONSIN FOUNDATION DENTAL PLAN [EIN = 390743975]
• UNIVERSITY OF HAWAII FEDERAL CREDIT UNION 401(K) PLAN AND TRUST [EIN = 990087313]
• UNIVERSITY OF NOTRE DAME DU LAC TRAVEL ACCIDENT INSURANCE PLAN [EIN = 350868188]
• UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN [EIN = 455262362]
• UNIVERSITY OF MARYLAND SURGICAL ASSOCIATES, P.A. PENSION PLAN [EIN = 521557551]
• UNIVERSITY OF LOUISIANA LAFAYETTE FOUNDATION RETIREMENT PLAN AND TRUST [EIN = 726023836]
• UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN [EIN = 521299563]
• UNIVERSITY OF MINNESOTA PHYSICIANS GROUP DENTAL PLAN [EIN = 411843943]
• UNIVERSITY OF MINNESOTA PHYSICIANS GROUP LONG-TERM DISABILITY PLAN [EIN = 411843943]
• UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION VEBA AND TRUST [EIN = 391824445]
• UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II [EIN = 590624458]
• UNIVERSITY OF DUBUQUE EMPLOYEES' 403(B) PLAN [EIN = 420680323]
• UNIVERSITY OF TOLEDO PHYSICIANS, LLC 403(B) PLAN [EIN = 341127097]
• UNIVERSITY OF EVANSVILLE ACES ALTERNATE ELECTION COMPENSATION SYSTEM [EIN = 350868074]
• UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION, INC. LIFE & DISABILITY INSURANCE PLAN [EIN = 391824445]
• UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN [EIN = 951642394]
• UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN [EIN = 521274266]
• UNIVERSITY OF SAN FRANCISCO WELFARE BENEFIT PLAN [EIN = 941156628]
• UNIVERSITY OF SAINT MARY 403(B) DC PLAN [EIN = 480547846]
• UNIVERSITY OF RIO GRANDE EMPLOYEES' WELFARE BENEFIT PLAN [EIN = 314379537]
• UNIVERSITY OF IOWA COMMUNITY CREDIT UNION [EIN = 420804594]
• UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN [EIN = 273645560]
• UNIVERSITY OF ST. THOMAS FLEXIBLE COMPENSATION PLAN [EIN = 410693970]
• UNIVERSITY OF NORTHWESTERN - ST. PAUL 403(B) PLAN [EIN = 410711610]
• UNIVERSITY OF PA UPENN CASH POOL [EIN = 043574136]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES WELFARE BENEFIT PLAN [EIN = 593166042]
• UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 941156266]
• UNIVERSITY OF PENNSYLVANIA POSTDOCTORAL INSURANCE PLAN FOR NRSA FELLOWS [EIN = 231352685]
• UNIVERSITY OF DAYTON LONG TERM DISABILITY PLAN [EIN = 310536715]
• UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUIS DEFINED CONTRIBUTION PLAN [EIN = 430652675]
• UNIVERSITY OF NORTHWESTERN OHIO 403(B) DC PLAN [EIN = 341695897]
• UNIVERSITY OF REDLANDS GROUP LONG TERM DISABILITY [EIN = 951643389]
• UNIVERSITY OF SIOUX FALLS HEALTHCARE PLAN [EIN = 460224600]
• UNIVERSITY OF PA ABSOLUTE RETURN POOL [EIN = 043574136]
• UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 540505965]
• UNIVERSITY OF RIO GRANDE RETIREMENT SAVINGS PLAN AND TRUST [EIN = 314379537]
• UNIVERSITY OF TOLEDO PHYSICIANS LLC PENSION PLAN AND TRUST [EIN = 341127097]
• UNIVERSITY OF MARYLAND FOUNDATION 401(A) DC PLAN [EIN = 521125663]
• UNIVERSITY OF SCIENCES IN PHILADELPHIA EMPLOYEE LIFE, DISABILITY AND HEALTH INSURANCE [EIN = 231352668]
• UNIVERSITY OF IOWA FOUNDATION EMPLOYEE LONG TERM CARE PLAN [EIN = 420796760]
• UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM PHARMACY PLAN [EIN = 562206970]
• UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS FLEXIBLE BENEFITS PLAN [EIN = 520591667]
• UNIVERSITY OF PA EMERGING MARKET EQUITY POOL [EIN = 043574136]
• UNIVERSITY OF NOTRE DAME EMPLOYEES' PENSION PLAN [EIN = 350868188]
• UNIVERSITY OF WISCONSIN FOUNDATION LTD, LIFE AND AD&D PLAN [EIN = 390743975]
• UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 310536715]
• UNIVERSITY OF SIOUX FALLS LIFE INSURANCE PLAN [EIN = 460224600]
• UNIVERSITY OF PUGET SOUND FLEXIBLE BENEFIT PLAN [EIN = 910564961]
• UNIVERSITY OF IOWA COMMUNITY CREDIT UNION HEALTH INSURANCE PLAN [EIN = 420804594]
• UNIVERSITY OF PIKEVILLE RETIREMENT PLAN [EIN = 610444788]
• UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST [EIN = 521103228]
• UNIVERSITY OF MARYLAND ST. JOSEPH MEDICAL CENTER [EIN = 352445106]
• UNIVERSITY OF SIOUX FALLS DENTAL PLAN [EIN = 460224600]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM MASTER TRUST [EIN = 521362793]
• UNIVERSITY OF SOUTHERN CALIFORNIA INSURED GROUP PLAN [EIN = 951642394]
• UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 710236867]
• UNIVERSITY OF PORTLAND DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY [EIN = 930401259]
• UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN [EIN = 060761704]
• UNIVERSITY OF IOWA COMMUNITY CREDIT UNION LIFE AND DISABILITY PLAN [EIN = 420804594]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM EMPLOYEE GROUP WELFARE PLAN [EIN = 521362793]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. FLEXIBLE BENEFIT PLAN [EIN = 630649108]
• UNIVERSITY OF MIAMI LONG TERM CARE INSURANCE [EIN = 590624458]
• UNIVERSITY OF WISCONSIN FOUNDATION HEALTH PLAN [EIN = 390743975]
• UNIVERSITY OF SAINT JOSEPH 403(B) RETIREMENT PLAN [EIN = 060646829]
• UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 470379839]
• UNIVERSITY OF DAYTON EMPLOYEE BENEFIT PLAN [EIN = 310536715]
• UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM GROUP BENEFIT PLAN [EIN = 562206970]
• UNIVERSITY OF SOUTHERN CALIFORNIA SEVERANCE PAY PLAN [EIN = 951642394]
• UNIVERSITY OF VIRGINIA PHYSICIANS GROUP ADMINISTRATIVE STAFF RETIREMENT PLAN [EIN = 541124769]
• UNIVERSITY OF IOWA FOUNDATION HEALTH AND WELFARE PLAN [EIN = 420796760]
• UNIVERSITY OF NORTHWESTERN OHIO 403(B) TDA PLAN [EIN = 341695897]
• UNIVERSITY OF TAMPA WELFARE BENEFIT PLAN [EIN = 590624459]
• UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS RETIREMENT PLAN FOR NON-UNION EMPLOYEES [EIN = 520591667]
• UNIVERSITY OF DUBUQUE EMPLOYEE HEALTH CARE PLAN [EIN = 420680323]
• UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN [EIN = 590624458]
• UNIVERSITY OF COLORADO FOUNDATION 401(K) PLAN [EIN = 846049811]
• UNIVERSITY OF NEW HAVEN HEALTH AND WELFARE BENEFIT PLAN [EIN = 060761704]
• UNIVERSITY OF CHICAGO CHARTER SCHOOL HEALTH & WELFARE PLAN [EIN = 364225812]
• UNIVERSITY OF DUBUQUE GROUP LIFE AND DISABILITY PLAN [EIN = 420680323]
• UNIVERSITY OF GREAT FALLS 403(B) DC PLAN [EIN = 810231777]
• UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION RETIREMENT PLAN [EIN = 546046419]
• UNIVERSITY OF WASHINGTON SCHOOL OF DENTISTRY [EIN = 910750294]
• UNIVERSITY OF MARY LIFE INSURANCE PLAN [EIN = 450273403]
• UNIVERSITY OF ST. THOMAS RETIREMENT PLAN [EIN = 410693970]
• UNIVERSITY OF HEALTH SCIENCES & PHARMACY COMPREHENSIVE HEALTH AND WELFARE PLAN [EIN = 430652675]
• UNIVERSITY OF MINNESOTA PHYSICIANS FLEXIBLE BENEFIT PLAN [EIN = 411843943]
• UNIVERSITY OF JAMESTOWN 403(B) DC PLAN [EIN = 450231180]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN [EIN = 630649108]
• UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM VISION PLAN [EIN = 562206970]
• UNIVERSITY OF DENVER RETIREMENT PLAN [EIN = 840404231]
• UNIVERSITY OF EVANSVILLE GROUP HEALTH PLAN [EIN = 350868074]
• UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN [EIN = 910564961]
• UNIVERSITY OF KY FCU 401K RETIREMENT PLAN [EIN = 616031223]
• UNIVERSITY OF WESTERN STATES 403(B) PLAN [EIN = 930309970]
• UNIVERSITY OF FLORIDA FOUNDATION, INC. RETIREMENT PLAN [EIN = 590974739]
• UNIVERSITY OF MIAMI MEDICAL FACULTY LONG TERM DISABILITY PLAN [EIN = 590624458]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. DENTAL PLAN [EIN = 630649108]
• UNIVERSITY OF ANTELOPE VALLEY 401(K) PLAN [EIN = 010767134]
• UNIVERSITY OF RIO GRANDE PENSION PLAN AND TRUST [EIN = 314379537]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. GROUP LIFE PLAN [EIN = 630649108]
• UNIVERSITY OF ST. THOMAS BENEFITS PLAN [EIN = 741277664]
• UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PHYSICIANS RETIREMENT PLAN [EIN = 391824445]
• UNIVERSITY OF MARYLAND ORTHOPAEDIC ASSOCIATES, P.A 403(B) TAX DEFERRED ANNUITY PLAN [EIN = 522122145]
• UNIVERSITY OF MARYLAND CHARLES REGIONAL MEDICAL CENTER RETIREMENT SAVINGS PLAN [EIN = 520445374]
• UNIVERSITY OF MINNESOTA PHYSICIANS VEBA HEALTH REIMBURSEMENT PLAN [EIN = 411843943]
• UNIVERSITY OF PA HEALTH & WELFARE PROGRAM [EIN = 231352685]
• UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN [EIN = 350868188]
• UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN [EIN = 741277664]
• UNIVERSITY OF SAN DIEGO DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 952544535]
• UNIVERSITY OF SOUTHERN CALIFORNIA SHORT TERM DISABILITY PLAN [EIN = 951642394]
• UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 350868107]
• UNIVERSITY OF SOUTHERN CALIFORNIA GROUP HEALTH AND DENTAL PLAN [EIN = 951642394]
• UNIVERSITY OF THE OZARKS EMPLOYEE BENEFITS PLAN [EIN = 710236867]
• UNIVERSITY OF PENNSYLVANIA UPHS CASH POOL [EIN = 043574136]
• UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM [EIN = 160743209]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. RETIREMENT PLAN FOR SELECT EMPLOYEES [EIN = 630649108]
• UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 350868074]
• UNIVERSITY OF SIOUX FALLS [EIN = 460224600]
• UNIVERSITY OF SAINT JOSEPH WELFARE PLAN [EIN = 060646829]
• UNIVERSITY OF MASSACHUSETTS FOUNDATION INC DC RETIREMENT PLAN [EIN = 046013152]
• UNIVERSITY OF MARY DENTAL AND DISABILITY PLAN [EIN = 450273403]
• UNIVERSITY OF HOUSTON 401 K PLAN [EIN = 746041411]
• UNIVERSITY OF MARYLAND OBSTETRICAL & GYNECOLOGICAL ASSOCIATES, P.A. RETIREMENT PLAN AND TRUST [EIN = 520913438]
• UNIVERSITY OF MARYLAND ALUMNI ASSOCIATION 403(B) PLAN [EIN = 521630673]
• UNIVERSITY OF COLORADO FOUNDATION 403 (B) PLAN [EIN = 846049811]
• UNIVERSITY OF THE STATE OF NEW YORK 403(B) PLAN [EIN = 141599643]
• UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION 401(K) PROFIT SHARING PLAN [EIN = 540838566]
• UNIVERSITY OF VIRGINIA MEDICAL SCHOOL FOUNDATION TAX DEFERRED ANNUITY PLAN [EIN = 237173411]
• UNIVERSITY OF RHODE ISLAND RESEARCH FOUNDATION 403(B) PLAN [EIN = 364644408]
• UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A. PENSION PLAN [EIN = 522004514]
• UNIVERSITY OF VIRGINIA FOUNDATION DC CONTRIBUTORY PLAN [EIN = 541682176]
• UNIVERSITY OF LOUISIANA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST [EIN = 726020664]
• UNIVERSITY OF WISCONSIN OSHKOSH CREDIT UNION 401K PLAN [EIN = 391090784]
• UNIVERSITY OF MAINE STUDENT GOVERNMENT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 010319421]
• UNIVERSITY OF WYOMING FOUNDATION RETIREMENT PLAN [EIN = 830201971]
• UNIVERSITY OF VIRGINIA PATENT FOUNDATION 403B RETIREMENT PLAN [EIN = 541045487]
• UNIVERSITY OF DREAMS, INC. RETIREMENT TRUST [EIN = 943353834]
• UNIVERSITY OF SINT EUSTATIUS 401(K) PLAN [EIN = 352158528]
• UNIVERSITY OF MANAGEMENT AND T 401 K PROFIT SHARING PLAN TRUST [EIN = 541881450]
• UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A MONEY PURCHASE PENSION PLAN AND TRUST [EIN = 520995961]
• UNIVERSITY OF IOWA COMMUNITY HOMECARE INC 401(K) PLAN [EIN = 421454373]
• UNIVERSITY OF IOWA FOUNDATION 401(K) PLAN [EIN = 420796760]
• UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN [EIN = 411931343]
• UNIVERSITY OF WEST LOS ANGELES 401(K) PLAN [EIN = 263250475]
• UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION TAX SHELTERED ANNUITY PLAN [EIN = 364225812]
• UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN [EIN = 936015767]
• UNIVERSITY OF MARYLAND NEUROSURGERY ASSOCIATES, P.A. PROFIT SHARING PLAN [EIN = 522004514]
• UNIVERSITY OF CINCINNATI RESEARCH INSTITUTE [EIN = 800729066]
• UNIVERSITY OF NEBRASKA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST [EIN = 470445638]
• UNIVERSITY OF SOUTH ALABAMA FOUNDATION TAX DEFERRED ANNUITY PLAN [EIN = 636065809]
• UNIVERSITY OF SOUTHERN MISSISSIPPI FEDERAL CREDIT UNION 401(K) PLAN AND TRUST [EIN = 640410353]
• UNIVERSITY OF MARYLAND FOUNDATION RETIREMENT PLAN [EIN = 521125663]
• UNIVERSITY OF MARYLAND NEUROLOGY ASSOCIATES, P. A. PROFIT SHARING PLAN AND TRUST [EIN = 526002033]
• UNIVERSITY OF HAWAII PROFESSIONAL ASSEMBLY 401K RETIREMENT SAVINGS PLAN [EIN = 990156407]
• UNIVERSITY OF THE WEST 403(B) TDA PLAN [EIN = 931022351]
• UNIVERSITY OF MICHIGAN HOUSE O 401 K PROFIT SHARING PLAN TRUST [EIN = 382038109]
• UNIVERSITY OF MAINE FOUNDATION RETIREMENT PLAN [EIN = 016011501]
• UNIVERSITY OF NORTHERN COLORADO FOUNDATION, INC. PENSION PLAN [EIN = 846044833]
• UNIVERSITY OF MARYLAND DIAGNOSTIC IMAGING SPECIALISTS, P.A. PROFIT SHARING PLAN AND TRUST [EIN = 521136675]
• UNIVERSITY OF BALTIMORE FOUNDATION, INC. 403(B) PLAN [EIN = 237036780]
• UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION 401(K) PLAN [EIN = 510159775]
• UNIVERSITY OF VIRGINIA MEDICAL SCHOOL FOUNDATION DEFINED CONTRIBUTION PLAN [EIN = 237173411]
• UNIVERSITY OF MANAGEMENT AND TECHNOLOGY DBPP & T [EIN = 541881450]
• UNIVERSITY OF COLOGNE NEW YORK 401 K PLAN [EIN = 465609879]
• UNIVERSITY OF VIRGINIA FOUNDATION DC RETIREMENT PLAN [EIN = 541682176]
• UNIVERSITY OF FLORIDA INVESTMENT CORPORATION 403(B) PLAN [EIN = 201226494]
• UNIVERSITY OF TENNESSEE FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 621844686]
• UNIVERSITY OF THE STATE OF NEW YORK DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 141599643]
• UNIVERSITY OF IOWA FOUNDATION TIAA CREF TAX DEFERRED ANNUITY PLAN [EIN = 420796760]
• UNIVERSITY OF SOUTH ALABAMA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 636065809]
• UNIVERSITY OF RHODE ISLAND FOUNDATION DC RETIREMENT PLAN [EIN = 056014351]
• UNIVERSITY OF SAINT MARY 403(B) TDA PLAN [EIN = 480547846]
• UNIVERSITY OF THE SOUTHWEST 403(B) DC PLAN [EIN = 850164940]
• UNIVERSITY OF WASHINGTON CLUB 401(K) PLAN [EIN = 916070435]
• UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 716056774]
• UNIVERSITY OF TOLEDO FEDERAL CREDIT UNION401(K) PLAN AND TRUST [EIN = 341044734]
• UNIVERSITY OF NORTHERN VIRGINIA, INC. EMPLOYEES SAVINGS PLAN [EIN = 541926119]
• UNIVERSITY OF MARY WASHINGTON FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST [EIN = 540169627]
• UNIVERSITY OF NEW ORLEANS FOUNDATION 401(K) [EIN = 721051326]
• UNIVERSITY OF TEXAS LAW SCHOOL 401 K PROFIT SHARING PLAN TRUST [EIN = 746056794]
• UNIVERSITY OF AKRON RESEARCH FOUNDATION 401(K) PLAN [EIN = 341972453]
• UNIVERSITY OF ARKANSAS AT FORT SMITH BENEFIT PLAN [EIN = 710394794]
• UNIVERSITY OF CONNECTICUT COOPERATIVE CORPORATION RETIREMENT PLAN [EIN = 066184873]
• UNIVERSITY OF LOUISVILLE FOUNDATION, INC. 403(B) RETIREMENT PLAN [EIN = 237078461]
• UNIVERSITY OF TENNESSEE CANCER INSTITUTE PROFIT SHARING PLAN [EIN = 621715646]
• UNIVERSITY OF MARYLAND ONCOLOGY ASSOCIATES, PA. MONEY PURCHASE PENSION PLAN [EIN = 521949649]
• UNIVERSITY OF NORTHERN VIRGINIA, INC. EMPLOYEES SAVINGS PLAN [EIN = 521926119]
• UNIVERSITY OF COLORADO REAL ESTATE FOUNDATION 401(K) PLAN [EIN = 743066182]
• UNIVERSITY OF DUBUQUE TAX-DEFERRED ANNUITY (TDA) PLAN [EIN = 420680323]
• UNIVERSITY OF ADVANCING COMPUTER TECHNOLOGY 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 860464544]
• UNIVERSITY OF NEW HAMPSHIRE FLEXIBLE BENEFITS PLAN [EIN = 020332032]
• UNIVERSITY OF HAWAII FOUNDATION 403(B) DC PLAN [EIN = 990085260]
• UNIVERSITY OF SOUTHERN NEVADA DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 880435559]
• UNIVERSITY OF MASSACHUSETTS FOUNDATION INC DC RETIREMENT PLAN [EIN = 046103152]
• UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 941156628]
• UNIVERSITY OF DUBUQUE FLEXIBLE SPENDING PLAN [EIN = 420680323]
• UNIVERSITY OF INDIANAPOLIS EMPLOYEE BENEFIT PLAN [EIN = 350868107]
• UNIVERSITY OF CINCINNATI FOUNDATION FLEXIBLE REIMBURSEMENT PLAN [EIN = 310896555]
• UNIVERSITY OF ST. THOMAS LONG TERM DISABILITY PLAN [EIN = 410693970]
• UNIVERSITY OF IOWA COMMUNITY MEDICAL SERVICES, INC. 401(K) PLAN [EIN = 421454252]
• UNIVERSITY OF EVANSVILLE HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 350868074]
• UNIVERSITY OF NEBRASKA FOUNDATION TIAA-CREF RETIREMENT PLAN [EIN = 470379839]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) SAVINGS PLAN & TRUST [EIN = 593166042]
• UNIVERSITY OF NEW HAVEN DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 060761704]
• UNIVERSITY OF COLORADO FOUNDATION HEALTH AND WELFARE PLAN [EIN = 846049811]
• UNIVERSITY OF CINCINNATI SURGEONS, INC. PROFIT SHARING PLAN [EIN = 311008027]
• UNIVERSITY OF THE SCIENCES IN PHILADELPHIA TAX DEFERRED RETIREMENT ANNUITY [EIN = 231352668]
• UNIVERSITY OF REDLANDS RETIREMENT PLAN [EIN = 951643389]
• UNIVERSITY OF GREAT FALLS LIFE INSURANCE [EIN = 810231777]
• UNIVERSITY OF WISCONSIN FOUNDATION WRAP PLAN [EIN = 390743975]
• UNIVERSITY OF MARY HEALTH AND WELFARE BENEFIT PLAN [EIN = 450273403]
• UNIVERSITY OF NOTRE DAME DU LAC BENEFIT PLAN FOR RETIREES [EIN = 350868188]
• UNIVERSITY OF MIAMI OPTIONAL EXCESS LIFE INSURANCE [EIN = 590624458]
• UNIVERSITY OF IOWA COMMUNITY CREDIT UNION WELFARE PLAN [EIN = 420804594]
• UNIVERSITY OF VIRGINIA PHYSICIANS GROUP EMPLOYEE BENEFITS PLAN [EIN = 541124769]
• UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION EMPLOYEE BENEFITS PLAN [EIN = 546046419]
• UNIVERSITY OF BRIDGEPORT SECTION 125 FLEXIBLE SPENDING PLAN [EIN = 060646936]
• UNIVERSITY OF PENNSYLVANIA BASIC PLAN [EIN = 231352685]
• UNIVERSITY OF SOUTHERN CALIFORNIA SUPPORT STAFF RETIREMENT PLAN [EIN = 951642394]
• UNIVERSITY OF MINNESOTA PHYSICIANS HEATH PLAN [EIN = 411843943]
• UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM GROUP DENTAL PLAN [EIN = 562206970]
• UNIVERSITY OF SOUTHERN MAINE FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST [EIN = 043350930]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEMS 403(B) RETIREMENT SAVINGS PLAN [EIN = 521362793]
• UNIVERSITY OF MICHIGAN CREDIT UNION 401(K) SAVINGS PLAN [EIN = 381464920]
• UNIVERSITY OF ILLINOIS COMMUNITY CREDIT UNION BENEFIT PLAN [EIN = 370560167]
• UNIVERSITY OF FLORIDA JACKSONVILLE PHYSICIANS, INC [EIN = 591867557]
• UNIVERSITY OF DETROIT MERCY [EIN = 381360586]
• UNIVERSITY OF DETROIT MERCY [EIN = 381360586]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN [EIN = 521362793]
• UNIVERSITY OF COLORADO HEALTH AND WELFARE TRUST [EIN = 846000555]
• UNIVERSITY OF DETROIT MERCY [EIN = 381360586]
• UNIVERSITY OF PA INTERNATIONAL EQUITY POOL [EIN = 043574136]
• UNIVERSITY OF DETROIT MERCY [EIN = 381360586]
• UNIVERSITY OF PA TOTAL HIGH YIELD ASSETS POOL [EIN = 043574136]
• UNIVERSITY OF DAYTON SHORT TERM DISABILITY PLAN [EIN = 310536715]
• UNIVERSITY OF DAYTON SUPPLEMENTAL LIFE INSURANCE PLAN [EIN = 310536715]
• UNIVERSITY OF NEBRASKA ALUMNI ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 470378980]
• UNIVERSITY OF IOWA FOUNDATION TIAA CREF RETIREMENT PLAN [EIN = 420796760]
• UNIVERSITY OF NOTRE DAME DU LAC LONG TERM DISABILITY PLAN [EIN = 350806818]
• UNIVERSITY OF NOTRE DAME DU LAC LONG TERM CARE PLAN [EIN = 350868188]
• UNIVERSITY OF KANSAS SCHOOL OF MEDICINE - WICHITA MEDICAL PRACTICE ASSOCIATION GROUP LIFE PLAN [EIN = 480805658]
• UNIVERSITY OF KANSAS HOSPITAL AUTHORITY HEALTH PLAN [EIN = 481202402]
• UNIVERSITY OF ADVANCING TECHNOLOGY GROUP BENEFIT PLAN [EIN = 860464544]
• UNIVERSITY OF NOTRE DAME DU LAC LONG TERM CARE PLAN [EIN = 350806818]
• UNIVERSITY OF NOTRE DAME DU LAC GROUP LIFE INSURANCE PLAN [EIN = 350868188]
• UNIVERSITY OF NOTRE DAME DU LAC LONG TERM DISABILITY PLAN [EIN = 350868188]
• UNIVERSITY OF NEBRASKA FOUNDATION EMPLOYEE ASSISTANCE PLAN [EIN = 470379839]
• UNIVERSITY OF NEBRASKA FOUNDATION GROUP VISION INSURANCE PLAN [EIN = 470379839]
• UNIVERSITY OF NEBRASKA FOUNDATION GROUP HEALTH AND DENTAL INSURANCE PLAN [EIN = 470379839]
• UNIVERSITY OF PA FDIC CASH POOL [EIN = 043574136]
• UNIVERSITY OF THE OZARKS LIFE AND LONG-TERM DISABILITY INSURANCE [EIN = 710236867]
• UNIVERSITY OF NEBRASKA FOUNDATON ACCIDENTAL DEATH & DISMEMBERMENT PLAN [EIN = 470379839]
• UNIVERSITY OF GREAT FALLS LONG TERM DISABILITY PLA [EIN = 810231777]
• UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION FLEXIBLE BENEFIT PLAN [EIN = 540674170]
• UNIVERSITY OF NEBRASKA FOUNDATION LONG-TERM DISABILITY PLAN [EIN = 470379839]
• UNIVERSITY OF ST. THOMAS LIFE INSURANCE PLAN [EIN = 410693970]
• UNIVERSITY OF NEBRASKA FOUNDATION GROUP TERM LIFE & SUPPLEMENTAL INSURANCE PLAN [EIN = 470379839]
• UNIVERSITY OF ST. THOMAS ACCIDENTAL DEATH AND DISMEMBERMENT PLAN [EIN = 410693970]
• UNIVERSITY OF WISCONSIN FOUNDATION MONEY PURCHASE PENSION PLAN [EIN = 390743975]
• UNIVERSITY OF NOTRE DAME SUPPLEMENTAL RETIREMENT ACCOUNT PLAN [EIN = 350868188]
• UNIVERSITY OF HAWAII FOUNDATION 403(B) TDA PLAN [EIN = 990085260]
• UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION INC MONEY PURCHASE PLAN AND TRUST [EIN = 540674170]
• UNIVERSITY OF EVANSVILLE TAX DEFERRED ANNUITY PLAN [EIN = 350868074]
• UNIVERSITY OF OKLAHOMA FOUNDATION, INC. TIAA-CREF RETIREMENT PLAN [EIN = 736091755]
• UNIVERSITY OF PUGET SOUND VOLUNTARY RETIREMENT SAVINGS PLAN [EIN = 910564961]
• UNIVERSITY OF FLORIDA FOUNDATION CAFETERIA PLAN [EIN = 590974739]
• UNIVERSITY OF FORT LAUDERDALE [EIN = 650683159]
• UNIVERSITY OF RHODE ISLAND FOUNDATION TAX DEFERRED ANNUITY PLAN [EIN = 056014351]
• UNIVERSITY OF HARTFORD TAX DEFERRED ANNUITY PLAN [EIN = 060731360]
• UNIVERSITY OF NEBRASKA FOUNDATION FIDELITY RETIREMENT PLAN [EIN = 470379839]
• UNIVERSITY OF MARY MEDICAL REIMBURSEMENT PLAN [EIN = 450273403]
• UNIVERSITY OF CINCINNATI MEDICAL ASSOCIATES PENSION PLAN [EIN = 311408196]
• UNIVERSITY OF PA FDIC CASH POOL [EIN = 043574136]
• UNIVERSITY OF PORTLAND SUPPLEMENTAL RETIREMENT PLAN [EIN = 930401259]
• UNIVERSITY OF NEBRASKA FOUNDATION FIDELITY RETIREMENT PLAN [EIN = 470379839]
• UNIVERSITY OF VIRGINIA HEALTH SERVICES FOUNDATION BEST PLAN [EIN = 541124769]
• UNIVERSITY OF MOBILE CAFETERIA PLAN [EIN = 630417508]
• UNIVERSITY OF MOUNT OLIVE WELFARE BENEFITS PLAN [EIN = 560623936]
• UNIVERSITY OF NORTH AMERICA IN 401 K PROFIT SHARING PLAN TRUST [EIN = 900413249]
• UNIVERSITY OF EAST AND WEST ME 401(K) PROFIT SHARING PLAN & TRUST [EIN = 770471570]
• UNIVERSITY OF MEDICAL SCIENCES ARIZONA 401(K) PLAN [EIN = 943454824]
• UNIVERSITY OF BELMONT AVENUE, INC. RETIREMENT PLAN [EIN = 471456226]
• UNIVERSITY OF BELMONT AVENUE, INC. CASH BALANCE PLAN [EIN = 471456226]
• UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE, INC. 403(B) PLAN [EIN = 481108830]
• UNIVERSITY OF MOUNT UNION HEALTH & WELFARE PLAN [EIN = 340714687]
• UNIVERSITY OF MOUNT UNION DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 340714687]
• UNIVERSITY OF MARYLAND MEDICAL SYSTEM HEALTH PLANS INC. 401(K) PLAN [EIN = 452815722]
• UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P. C. VISION SERVICE PLAN [EIN = 630649108]
• UNIVERSITY OF MIAMI LIFE AND DISABILITY PLAN [EIN = 590624458]
• UNIVERSITY OF MIAMI HEALTH AND WELFARE PLAN [EIN = 590624458]
• UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIR [EIN = 521289729]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES 401(K) RETIREMENT SAVINGS PLAN [EIN = 593166042]
• UNIVERSITY OF SIOUX FALLS WELFARE BENEFIT PLAN [EIN = 460224600]
• UNIVERSITY OF MOUNT UNION HEALTH AND WELFARE PLAN [EIN = 340714687]
• UNIVERSITY OF MOUNT UNION HEALTH AND WELFARE PLAN [EIN = 340714687]
• UNIVERSITY OF MOUNT UNION HEALTH AND WELFARE PLAN [EIN = 340714687]
• UNIVERSITY OF MOUNT UNION HEALTH AND WELFARE PLAN [EIN = 340714687]
• UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN [EIN = 521362793]
• UNIVERSITY OF THE SOUTHWEST 403(B) RETIREMENT PLAN [EIN = 850164940]
• UNIVERSITY OF WISCONSIN OSHKOS 401(K) PROFIT SHARING PLAN & TRUST [EIN = 396076856]
• UNIVERSITY OF PENNSYLVANIA VOLUNTARY SEPARATION PLAN [EIN = 231352685]
• UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN [EIN = 521263286]
• UNIVERSITY OF TAMPA WELFARE BENEFIT PLAN [EIN = 590624445]
• UNIVERSITY OF ARIZONA APPLIED RESEARCH CORPORATION 401(K) PLAN [EIN = 832495253]
• UNIVERSITY OF SOUTH CAROLINA ALUMNI ASSOCIATION 403(B) RETIREMENT PLAN [EIN = 570642395]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES LONG TERM DISABILITY PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES SHORT TERM DISABILITY [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES FSA PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES MEDICAL AND DENTAL PPO PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES TELEMEDICINE PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES VISION PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES EAP PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES LIFE PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES AD&D PLAN [EIN = 593166042]
• UNIVERSITY OF ST. AUGUSTINE FOR HEALTH SCIENCES GROUPED BENEFITS PLAN [EIN = 593166042]
• UNIVERSITY OF BEER LLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 454815765]
• UNIVERSITY OF ROCHESTER RETIREE HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 160743209]
• UNIVERSITY OF HEALTH AND PERFO 401(K) PROFIT SHARING PLAN & TRUST [EIN = 862196432]
• UNIVERSITY OF WYOMING FOUNDATION 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 830201971]
• UNIVERSITY OF HOUSTON COLLEGE OF BUSINESS FOUNDATION 403(B) RETIREMENT PLAN [EIN = 237281200]
• UNIVERSITY OF EVANSVILLE VISION INSURANCE PLAN [EIN = 350868074]
• UNIVERSITY OF EVANSVILLE GROUP HEALTH PLAN [EIN = 350868074]
• UNIVERSITY OF EVANSVILLE HEALTH REIMBURSEMENT ARRANGEMENT [EIN = 350868074]
• UNIVERSITY OF EVANSVILLE FLEXIBLE SPENDING ACCOUNT [EIN = 350868074]
• UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN [EIN = 866050388]
• UNIVERSITY OF THE ARCTIC FOUNDATION US 401K PLAN [EIN = 842093790]
• UNIVERSITY OF SILICON ANDHRA [EIN = 463187118]
• UNIVERSITY OF MAINE FOUNDATION RETIREMENT PLAN [EIN = 015011601]
• UNIVERSITY OF SAINT MARY 401(K) RETIREMENT SAVINGS PLAN [EIN = 480547846]
• UNIVERSITY OF MASSACHUSETTS FOUNDATION INC DC RETIREMENT PLAN [EIN = 016013152]