OPHTHALMIC CONSULTANTS OF BOSTON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN
401k plan membership statisitcs for OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2022 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $923,569 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,066,896 |
| Total income from all sources (including contributions) | 2022-12-31 | $10,431,210 |
| Total of all expenses incurred | 2022-12-31 | $9,427,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,922,274 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,428,561 |
| Value of total assets at end of year | 2022-12-31 | $4,763,411 |
| Value of total assets at beginning of year | 2022-12-31 | $3,903,465 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $505,663 |
| Total interest from all sources | 2022-12-31 | $2,649 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $18,446 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,666,766 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $284,164 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $250,305 |
| Administrative expenses (other) incurred | 2022-12-31 | $5,485 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $15,195 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $34,719 |
| Total non interest bearing cash at end of year | 2022-12-31 | $135,957 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $128,408 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $1,003,273 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,839,842 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,836,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $21,412 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $21,250 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $21,250 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,649 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $8,922,274 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $8,761,795 |
| Employer contributions (assets) at end of year | 2022-12-31 | $4,321,878 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $3,503,502 |
| Contract administrator fees | 2022-12-31 | $481,732 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $908,374 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $1,032,177 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | AAFCPAS, INC. |
| Accountancy firm EIN | 2022-12-31 | 042571780 |
| 2021 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,066,896 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $596,877 |
| Total income from all sources (including contributions) | 2021-12-31 | $8,877,921 |
| Total of all expenses incurred | 2021-12-31 | $8,347,786 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,931,053 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,877,189 |
| Value of total assets at end of year | 2021-12-31 | $3,903,465 |
| Value of total assets at beginning of year | 2021-12-31 | $2,903,311 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $416,733 |
| Total interest from all sources | 2021-12-31 | $732 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $15,422 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,589,876 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $250,305 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $158,768 |
| Administrative expenses (other) incurred | 2021-12-31 | $12,082 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $34,719 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $18,987 |
| Total non interest bearing cash at end of year | 2021-12-31 | $128,408 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $165,740 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $530,135 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,836,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,306,434 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $21,250 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $21,248 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $21,248 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $732 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $7,931,053 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $7,287,313 |
| Employer contributions (assets) at end of year | 2021-12-31 | $3,503,502 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $2,557,555 |
| Contract administrator fees | 2021-12-31 | $389,229 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $1,032,177 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $577,890 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | AAFCPAS, INC. |
| Accountancy firm EIN | 2021-12-31 | 042571780 |
| 2020 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $596,877 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,256,039 |
| Total income from all sources (including contributions) | 2020-12-31 | $7,537,343 |
| Total of all expenses incurred | 2020-12-31 | $5,991,824 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,690,476 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,535,542 |
| Value of total assets at end of year | 2020-12-31 | $2,903,311 |
| Value of total assets at beginning of year | 2020-12-31 | $2,016,954 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $301,348 |
| Total interest from all sources | 2020-12-31 | $1,801 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $11,709 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $838,094 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $158,768 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $791,955 |
| Administrative expenses (other) incurred | 2020-12-31 | $9,331 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $18,987 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $10,600 |
| Total non interest bearing cash at end of year | 2020-12-31 | $165,740 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $75,038 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,545,519 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,306,434 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $760,915 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $21,248 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $21,212 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $21,212 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,801 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $5,690,476 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $6,697,448 |
| Employer contributions (assets) at end of year | 2020-12-31 | $2,557,555 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,128,749 |
| Contract administrator fees | 2020-12-31 | $280,308 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $577,890 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $1,245,439 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | AAFCPAS, INC. |
| Accountancy firm EIN | 2020-12-31 | 042571780 |
| 2019 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,256,039 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $730,943 |
| Total income from all sources (including contributions) | 2019-12-31 | $6,336,448 |
| Total of all expenses incurred | 2019-12-31 | $7,848,646 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,551,572 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,336,284 |
| Value of total assets at end of year | 2019-12-31 | $2,016,954 |
| Value of total assets at beginning of year | 2019-12-31 | $3,004,056 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $297,074 |
| Total interest from all sources | 2019-12-31 | $164 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $10,600 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,103,051 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $791,955 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $277,352 |
| Administrative expenses (other) incurred | 2019-12-31 | $8,986 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $10,600 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $24,258 |
| Total non interest bearing cash at end of year | 2019-12-31 | $75,038 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $956,684 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-1,512,198 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $760,915 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,273,113 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $21,212 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $21,085 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $21,085 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $164 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $7,551,572 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $5,233,233 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,128,749 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,748,935 |
| Contract administrator fees | 2019-12-31 | $277,488 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $1,245,439 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $706,685 |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | AAFCPAS, INC. |
| Accountancy firm EIN | 2019-12-31 | 042571780 |
| 2018 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $730,943 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $360,634 |
| Total income from all sources (including contributions) | 2018-12-31 | $3,043,123 |
| Total of all expenses incurred | 2018-12-31 | $5,955,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,663,965 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,043,075 |
| Value of total assets at end of year | 2018-12-31 | $3,004,056 |
| Value of total assets at beginning of year | 2018-12-31 | $5,546,603 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $292,014 |
| Total interest from all sources | 2018-12-31 | $48 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $10,508 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,066,215 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $277,352 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $87,759 |
| Administrative expenses (other) incurred | 2018-12-31 | $11,003 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $24,258 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $10,505 |
| Total non interest bearing cash at end of year | 2018-12-31 | $956,684 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $470,207 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-2,912,856 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,273,113 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,185,969 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $21,085 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $21,037 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $21,037 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $48 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $5,663,965 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,976,860 |
| Employer contributions (assets) at end of year | 2018-12-31 | $1,748,935 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $4,967,600 |
| Contract administrator fees | 2018-12-31 | $270,503 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $706,685 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $350,129 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | ALEXANDER, ARONSON, FINNING & CO. P |
| Accountancy firm EIN | 2018-12-31 | 042571780 |
| 2017 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $360,634 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $314,277 |
| Total income from all sources (including contributions) | 2017-12-31 | $5,831,423 |
| Total of all expenses incurred | 2017-12-31 | $5,465,620 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,210,177 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,831,414 |
| Value of total assets at end of year | 2017-12-31 | $5,546,603 |
| Value of total assets at beginning of year | 2017-12-31 | $5,134,443 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $255,443 |
| Total interest from all sources | 2017-12-31 | $9 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $10,311 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,026,131 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $87,759 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $33,190 |
| Administrative expenses (other) incurred | 2017-12-31 | $7,245 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $10,505 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $9,908 |
| Total non interest bearing cash at end of year | 2017-12-31 | $470,207 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $1,144,449 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $365,803 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,185,969 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,820,166 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $21,037 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $21,028 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $21,028 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $9 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $5,210,177 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $4,805,283 |
| Employer contributions (assets) at end of year | 2017-12-31 | $4,967,600 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $3,935,776 |
| Contract administrator fees | 2017-12-31 | $237,887 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $350,129 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $304,369 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | ALEXANDER, ARONSON, FINNING & CO. P |
| Accountancy firm EIN | 2017-12-31 | 042571780 |
| 2016 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $314,277 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $243,499 |
| Total income from all sources (including contributions) | 2016-12-31 | $5,573,559 |
| Total of all expenses incurred | 2016-12-31 | $4,676,902 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,429,184 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,573,557 |
| Value of total assets at end of year | 2016-12-31 | $5,134,443 |
| Value of total assets at beginning of year | 2016-12-31 | $4,167,008 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $247,718 |
| Total interest from all sources | 2016-12-31 | $2 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $11,117 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $827,626 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $33,190 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $93,745 |
| Administrative expenses (other) incurred | 2016-12-31 | $7,735 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $9,908 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $13,235 |
| Total non interest bearing cash at end of year | 2016-12-31 | $1,144,449 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1,293,711 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $896,657 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,820,166 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,923,509 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $21,028 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $21,026 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $21,026 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $4,429,184 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $4,745,931 |
| Employer contributions (assets) at end of year | 2016-12-31 | $3,935,776 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $2,758,526 |
| Contract administrator fees | 2016-12-31 | $228,866 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $304,369 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $230,264 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | ALEXANDER, ARONSON, FINNING & CO., |
| Accountancy firm EIN | 2016-12-31 | 042571780 |
| 2015 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $243,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $357,891 |
| Total income from all sources (including contributions) | 2015-12-31 | $4,849,483 |
| Total of all expenses incurred | 2015-12-31 | $5,331,691 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,094,350 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,849,444 |
| Value of total assets at end of year | 2015-12-31 | $4,167,008 |
| Value of total assets at beginning of year | 2015-12-31 | $4,763,608 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $237,341 |
| Total interest from all sources | 2015-12-31 | $39 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $16,430 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $761,445 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $93,745 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $135,557 |
| Administrative expenses (other) incurred | 2015-12-31 | $8,843 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $13,235 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $16,083 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,293,711 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $3,472,819 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-482,208 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,923,509 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,405,717 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,986 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $21,026 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $39 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $5,094,350 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $4,087,999 |
| Employer contributions (assets) at end of year | 2015-12-31 | $2,758,526 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $1,134,246 |
| Contract administrator fees | 2015-12-31 | $212,068 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $230,264 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $341,808 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | ALEXANDER, ARONSON, FINNING & CO., |
| Accountancy firm EIN | 2015-12-31 | 042571780 |
| 2014 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $357,891 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $321,035 |
| Total income from all sources (including contributions) | 2014-12-31 | $4,630,233 |
| Total of all expenses incurred | 2014-12-31 | $4,616,688 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,400,829 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,630,170 |
| Value of total assets at end of year | 2014-12-31 | $4,763,608 |
| Value of total assets at beginning of year | 2014-12-31 | $4,713,207 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $215,859 |
| Total interest from all sources | 2014-12-31 | $63 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $9,973 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $736,234 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $135,557 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $107,361 |
| Administrative expenses (other) incurred | 2014-12-31 | $7,522 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $16,083 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $9,052 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $13,545 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,405,717 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,392,172 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,986 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $20,923 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,472,819 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,540,322 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,540,322 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $63 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $4,400,829 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $3,893,936 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,134,246 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $44,601 |
| Contract administrator fees | 2014-12-31 | $198,364 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $341,808 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $311,983 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | ALEXANDER, ARONSON, FINNING & CO., |
| Accountancy firm EIN | 2014-12-31 | 042571780 |
| 2013 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $321,035 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $300,980 |
| Total income from all sources (including contributions) | 2013-12-31 | $4,205,762 |
| Total of all expenses incurred | 2013-12-31 | $4,033,013 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,840,232 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,199,496 |
| Value of total assets at end of year | 2013-12-31 | $4,713,207 |
| Value of total assets at beginning of year | 2013-12-31 | $4,520,403 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $192,781 |
| Total interest from all sources | 2013-12-31 | $6,266 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $7,210 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $668,445 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $107,361 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $73,339 |
| Administrative expenses (other) incurred | 2013-12-31 | $7,061 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $9,052 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $21,300 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $172,749 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,392,172 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,219,423 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $20,923 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,511,449 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,540,322 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $961,921 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $961,921 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $6,266 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $3,840,232 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $3,531,051 |
| Employer contributions (assets) at end of year | 2013-12-31 | $44,601 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $973,694 |
| Contract administrator fees | 2013-12-31 | $178,510 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $311,983 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $279,680 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | ALEXANDER, ARONSON, FINNING & CO., |
| Accountancy firm EIN | 2013-12-31 | 042571780 |
| 2012 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $300,980 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $488,706 |
| Total income from all sources (including contributions) | 2012-12-31 | $4,578,468 |
| Total of all expenses incurred | 2012-12-31 | $4,255,894 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,963,525 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,565,082 |
| Value of total assets at end of year | 2012-12-31 | $4,520,403 |
| Value of total assets at beginning of year | 2012-12-31 | $4,385,555 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $292,369 |
| Total interest from all sources | 2012-12-31 | $13,386 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $7,998 |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $677,682 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $73,339 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $188,776 |
| Administrative expenses (other) incurred | 2012-12-31 | $13,578 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $21,300 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $12,434 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $322,574 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,219,423 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,896,849 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,511,449 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,028,974 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $961,921 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,728,872 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,728,872 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $13,386 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $3,963,525 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $3,887,400 |
| Employer contributions (assets) at end of year | 2012-12-31 | $973,694 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,438,933 |
| Contract administrator fees | 2012-12-31 | $270,793 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $279,680 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $476,272 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | ALEXANDER, ARONSON, FINNING & CO., |
| Accountancy firm EIN | 2012-12-31 | 042571780 |
| 2011 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $488,706 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $240,501 |
| Total income from all sources (including contributions) | 2011-12-31 | $4,463,631 |
| Total of all expenses incurred | 2011-12-31 | $4,051,922 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,747,332 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,458,574 |
| Value of total assets at end of year | 2011-12-31 | $4,385,555 |
| Value of total assets at beginning of year | 2011-12-31 | $3,725,641 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $304,590 |
| Total interest from all sources | 2011-12-31 | $5,057 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $7,600 |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $664,180 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $188,776 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $351,429 |
| Administrative expenses (other) incurred | 2011-12-31 | $9,402 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $12,434 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $11,155 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $411,709 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,896,849 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,485,140 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,028,974 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,028,364 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,728,872 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $919,472 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $919,472 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5,057 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $3,747,332 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $3,794,394 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,438,933 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,426,376 |
| Contract administrator fees | 2011-12-31 | $287,588 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $476,272 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $229,346 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | ALEXANDER, ARONSON, FINNING & CO., |
| Accountancy firm EIN | 2011-12-31 | 042571780 |
| 2010 : OPHTHALMIC CONSULTANTS OF BOSTON, INC. HEALTH, WELFARE,& BENEFITS PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $240,501 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $67,301 |
| Total income from all sources (including contributions) | 2010-12-31 | $4,401,392 |
| Total of all expenses incurred | 2010-12-31 | $3,358,168 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,057,227 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,397,667 |
| Value of total assets at end of year | 2010-12-31 | $3,725,641 |
| Value of total assets at beginning of year | 2010-12-31 | $2,509,217 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $300,941 |
| Total interest from all sources | 2010-12-31 | $3,725 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $7,840 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $760,376 |
| Administrative expenses (other) incurred | 2010-12-31 | $5,913 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $11,155 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $10,251 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,043,224 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,485,140 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,441,916 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,028,364 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,027,429 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $919,472 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $295,331 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $295,331 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3,725 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $3,057,227 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $3,637,291 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,426,376 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,073,805 |
| Contract administrator fees | 2010-12-31 | $287,188 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $229,346 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $57,050 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $351,429 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $112,652 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | ALEXANDER, ARONSON, FINNING & CO., |
| Accountancy firm EIN | 2010-12-31 | 042571780 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 768714G |
| Policy instance | 6 |
| Insurance contract or identification number | 768714G | | Number of Individuals Covered | 729 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $78,445 | | Total amount of fees paid to insurance company | USD $35,490 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69,853 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 35490 |
|
| NORTH AMERICAN SPECIALTY INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 29874 ) |
| Policy contract number | |
| Policy instance | 5 |
| Number of Individuals Covered | 489 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $512,736 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 269181 | | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATOR | | Insurance broker organization code? | 0 |
|
| NORTH AMERICAN SPECIALTY INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 29874 ) |
| Policy contract number | 6500067 |
| Policy instance | 4 |
| Insurance contract or identification number | 6500067 | | Number of Individuals Covered | 499 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $724,917 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | UNI-202281 |
| Policy instance | 3 |
| Insurance contract or identification number | UNI-202281 | | Number of Individuals Covered | 496 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $11,202 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 11202 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 2 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $20,425 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $102,093 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,127 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 1 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 1080 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $12,522 | | Total amount of fees paid to insurance company | USD $57,707 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,522 | | Amount paid for insurance broker fees | 57707 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 1 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 1073 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $7,162 | | Total amount of fees paid to insurance company | USD $48,591 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,162 | | Amount paid for insurance broker fees | 48591 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 2 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $14,758 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $90,141 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,879 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | UNI-202281 |
| Policy instance | 3 |
| Insurance contract or identification number | UNI-202281 | | Number of Individuals Covered | 469 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,637 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8637 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905000 |
| Policy instance | 4 |
| Insurance contract or identification number | 905000 | | Number of Individuals Covered | 491 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $595,284 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 5 |
| Number of Individuals Covered | 462 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $434,811 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 227589 | | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATOR | | Insurance broker organization code? | 0 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 768714G |
| Policy instance | 6 |
| Insurance contract or identification number | 768714G | | Number of Individuals Covered | 703 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $106,936 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $56,188 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 1 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 729 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $9,115 | | Total amount of fees paid to insurance company | USD $40,867 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,115 | | Amount paid for insurance broker fees | 40867 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 2 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $100,220 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | UNI-202281 |
| Policy instance | 3 |
| Insurance contract or identification number | UNI-202281 | | Number of Individuals Covered | 334 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $6,942 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 6942 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 423887 |
| Policy instance | 4 |
| Insurance contract or identification number | 423887 | | Number of Individuals Covered | 556 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-07-01 | | Total amount of commissions paid to insurance broker | USD $7,204 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $183,576 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,204 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905000 |
| Policy instance | 5 |
| Insurance contract or identification number | 905000 | | Number of Individuals Covered | 325 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $427,493 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 6 |
| Number of Individuals Covered | 322 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $364,097 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 184644 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 1 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 821 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $12,703 | | Total amount of fees paid to insurance company | USD $42,529 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,703 | | Amount paid for insurance broker fees | 42529 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 2 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2020-01-01 | | Total amount of commissions paid to insurance broker | USD $14,565 | | Total amount of fees paid to insurance company | USD $5,827 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $93,890 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,565 | | Amount paid for insurance broker fees | 3679 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | UNI-202281 |
| Policy instance | 3 |
| Insurance contract or identification number | UNI-202281 | | Number of Individuals Covered | 359 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $7,529 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 7529 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 423887 |
| Policy instance | 4 |
| Insurance contract or identification number | 423887 | | Number of Individuals Covered | 504 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2020-01-01 | | Total amount of commissions paid to insurance broker | USD $8,829 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $254,502 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,829 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905000 |
| Policy instance | 5 |
| Insurance contract or identification number | 905000 | | Number of Individuals Covered | 367 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $416,985 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 6 |
| Number of Individuals Covered | 343 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $383,327 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 198896 | | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATOR |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 1 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 810 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $8,738 | | Total amount of fees paid to insurance company | USD $39,356 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,738 | | Amount paid for insurance broker fees | 39356 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 2 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2019-01-01 | | Total amount of commissions paid to insurance broker | USD $13,804 | | Total amount of fees paid to insurance company | USD $4,339 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $92,670 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,804 | | Amount paid for insurance broker fees | 2348 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| RXBENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | UNI-202281 |
| Policy instance | 3 |
| Insurance contract or identification number | UNI-202281 | | Number of Individuals Covered | 360 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $7,264 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 423887 |
| Policy instance | 4 |
| Insurance contract or identification number | 423887 | | Number of Individuals Covered | 446 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-02-01 | | Total amount of commissions paid to insurance broker | USD $8,914 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $285,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,914 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 6 |
| Number of Individuals Covered | 352 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $376,032 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 192956 | | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATOR | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905000 |
| Policy instance | 5 |
| Insurance contract or identification number | 905000 | | Number of Individuals Covered | 355 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $357,255 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | |
| Policy instance | 6 |
| Number of Individuals Covered | 331 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $339,756 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $234,467 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 171580 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | BLUE BENEFIT ADMINISTRATORS OF MASS |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 423887 |
| Policy instance | 5 |
| Insurance contract or identification number | 423887 | | Number of Individuals Covered | 433 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-01 | | Total amount of commissions paid to insurance broker | USD $2,214 | | Total amount of fees paid to insurance company | USD $2,552 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $225,406 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,214 | | Amount paid for insurance broker fees | 2552 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PFG BENEFITS INC. |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-202281 |
| Policy instance | 4 |
| Insurance contract or identification number | UNI-202281 | | Number of Individuals Covered | 340 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $236,648 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010199551000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010199551000 | | Number of Individuals Covered | 474 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $290 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,934 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $290 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PFG BENEFITS INC. |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 2 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2018-01-01 | | Total amount of commissions paid to insurance broker | USD $14,060 | | Total amount of fees paid to insurance company | USD $3,739 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $77,217 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,060 | | Amount paid for insurance broker fees | 2080 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | M FINANCIAL HOLDINGS |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 1 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 777 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $8,479 | | Total amount of fees paid to insurance company | USD $37,636 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,479 | | Amount paid for insurance broker fees | 37636 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | BP BENEFITS, LLC |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 80826 |
| Policy instance | 1 |
| Insurance contract or identification number | 80826 | | Number of Individuals Covered | 305 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $304,596 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $229,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 158204 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | BLUE BENEFIT ADMINASTRATORS OF MASS |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 2 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 730 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,751 | | Total amount of fees paid to insurance company | USD $40,424 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,751 | | Amount paid for insurance broker fees | 40424 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | BP BENEFITS, LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010172376 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010172376 | | Number of Individuals Covered | 452 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $3,142 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $182,842 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,439 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PFG BENEFITS INC. |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 4 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2016-01-01 | | Total amount of commissions paid to insurance broker | USD $15,339 | | Total amount of fees paid to insurance company | USD $3,977 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $85,100 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,339 | | Amount paid for insurance broker fees | 2241 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | M FINANCIAL HOLDINGS INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010199551000 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010199551000 | | Number of Individuals Covered | 460 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,790 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $19,651 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $995 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PFG BENEFITS INC. |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 4054070010 |
| Policy instance | 6 |
| Insurance contract or identification number | 4054070010 | | Number of Individuals Covered | 314 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $230,498 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 80826 |
| Policy instance | 1 |
| Insurance contract or identification number | 80826 | | Number of Individuals Covered | 289 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $349,472 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $438,148 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 198365 | | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATOR | | Insurance broker organization code? | 5 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 2 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 695 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,933 | | Total amount of fees paid to insurance company | USD $33,212 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,306 | | Amount paid for insurance broker fees | 33212 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | BP BENEFITS, LLC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00226288 |
| Policy instance | 3 |
| Insurance contract or identification number | 00226288 | | Number of Individuals Covered | 448 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $848 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $32,198 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $848 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010172376 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010172376 | | Number of Individuals Covered | 435 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,594 | | Total amount of fees paid to insurance company | USD $5,012 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $192,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,594 | | Amount paid for insurance broker fees | 5012 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 5 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2015-01-01 | | Total amount of commissions paid to insurance broker | USD $26,229 | | Total amount of fees paid to insurance company | USD $4,768 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $83,855 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,229 | | Amount paid for insurance broker fees | 4768 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 158699 |
| Policy instance | 6 |
| Insurance contract or identification number | 158699 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2014-01-01 | | Total amount of commissions paid to insurance broker | USD $23,889 | | Total amount of fees paid to insurance company | USD $18,975 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $47,972 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,889 | | Amount paid for insurance broker fees | 17064 | | Insurance broker name | M FINANCIAL HOLDINGS INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00226288 |
| Policy instance | 4 |
| Insurance contract or identification number | 00226288 | | Number of Individuals Covered | 400 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $755 | | Total amount of fees paid to insurance company | USD $1,052 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $27,794 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $755 | | Amount paid for insurance broker fees | 1052 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 316411 |
| Policy instance | 3 |
| Insurance contract or identification number | 316411 | | Number of Individuals Covered | 368 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2013-02-01 | | Total amount of commissions paid to insurance broker | USD $6,445 | | Total amount of fees paid to insurance company | USD $1,511 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $201,024 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,445 | | Amount paid for insurance broker fees | 1511 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 2 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 632 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $7,218 | | Total amount of fees paid to insurance company | USD $30,311 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,218 | | Amount paid for insurance broker fees | 30311 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 0 |
| Policy instance | 1 |
| Insurance contract or identification number | 0 | | Number of Individuals Covered | 264 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2014-01-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $178,511 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $389,571 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 92071 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | TIMOTHY DOHERTY |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010172376 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010172376 | | Number of Individuals Covered | 404 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $5,532 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $168,599 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,532 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 220968 |
| Policy instance | 5 |
| Insurance contract or identification number | 220968 | | Number of Individuals Covered | 255 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $56,903 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $379,354 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $56,903 | | Insurance broker organization code? | 3 | | Insurance broker name | DOHERTY TIMOTHY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00226288 |
| Policy instance | 4 |
| Insurance contract or identification number | 00226288 | | Number of Individuals Covered | 377 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $686 | | Total amount of fees paid to insurance company | USD $1,572 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $24,554 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $686 | | Amount paid for insurance broker fees | 1572 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 316411 |
| Policy instance | 3 |
| Insurance contract or identification number | 316411 | | Number of Individuals Covered | 376 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-09-01 | | Total amount of commissions paid to insurance broker | USD $10,470 | | Total amount of fees paid to insurance company | USD $2,976 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $493,054 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,470 | | Amount paid for insurance broker fees | 2976 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
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| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 2 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 592 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $6,713 | | Total amount of fees paid to insurance company | USD $28,583 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,713 | | Amount paid for insurance broker fees | 28583 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
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| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 4954602 |
| Policy instance | 1 |
| Insurance contract or identification number | 4954602 | | Number of Individuals Covered | 509 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $58,410 | | Total amount of fees paid to insurance company | USD $270,793 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $58,410 | | Amount paid for insurance broker fees | 270793 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00226288 |
| Policy instance | 4 |
| Insurance contract or identification number | 00226288 | | Number of Individuals Covered | 382 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $721 | | Total amount of fees paid to insurance company | USD $1,033 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $26,198 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 316411 |
| Policy instance | 3 |
| Insurance contract or identification number | 316411 | | Number of Individuals Covered | 384 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-09-01 | | Total amount of commissions paid to insurance broker | USD $10,328 | | Total amount of fees paid to insurance company | USD $1,188 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $486,525 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 2 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 661 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $6,674 | | Total amount of fees paid to insurance company | USD $28,488 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 4954602 |
| Policy instance | 1 |
| Insurance contract or identification number | 4954602 | | Number of Individuals Covered | 542 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $61,720 | | Total amount of fees paid to insurance company | USD $287,588 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 316411 |
| Policy instance | 3 |
| Insurance contract or identification number | 316411 | | Number of Individuals Covered | 381 | | Insurance policy start date | 2009-09-01 | | Insurance policy end date | 2010-09-01 | | Total amount of commissions paid to insurance broker | USD $10,173 | | Total amount of fees paid to insurance company | USD $2,346 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $478,305 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,173 | | Amount paid for insurance broker fees | 2346 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00226288 |
| Policy instance | 4 |
| Insurance contract or identification number | 00226288 | | Number of Individuals Covered | 391 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $676 | | Total amount of fees paid to insurance company | USD $1,017 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,093 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $676 | | Amount paid for insurance broker fees | 1017 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
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| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 ) |
| Policy contract number | 4954602 |
| Policy instance | 1 |
| Insurance contract or identification number | 4954602 | | Number of Individuals Covered | 519 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $58,775 | | Total amount of fees paid to insurance company | USD $287,188 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $58,775 | | Amount paid for insurance broker fees | 287188 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
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| DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 ) |
| Policy contract number | 009820 |
| Policy instance | 2 |
| Insurance contract or identification number | 009820 | | Number of Individuals Covered | 631 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $7,034 | | Total amount of fees paid to insurance company | USD $30,837 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,034 | | Amount paid for insurance broker fees | 30837 | | Insurance broker organization code? | 3 | | Insurance broker name | PINNACLE INSURANCE AGENCY INC. |
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