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RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 401k Plan overview

Plan NameRESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN
Plan identification number 502

RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover

401k Sponsoring company profile

RESIDENTIAL MANAGEMENT SERVICES, IN C. has sponsored the creation of one or more 401k plans.

Company Name:RESIDENTIAL MANAGEMENT SERVICES, IN C.
Employer identification number (EIN):061031971
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022019-07-01
5022018-07-01
5022017-07-01
5022016-07-01DONNA MARLOW
5022015-07-01DONNA MARLOW
5022014-07-01DONNA MARLOW
5022013-07-01DONNA MARLOW
5022012-07-01DONNA MARLOW
5022011-07-01DONNA MARLOW
5022010-07-01DONNA MARLOW
5022009-07-01DONNA MARLOW

Plan Statistics for RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN

401k plan membership statisitcs for RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN

Measure Date Value
2019: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01432
Total number of active participants reported on line 7a of the Form 55002019-07-01300
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01300
2018: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01385
Total number of active participants reported on line 7a of the Form 55002018-07-01291
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01291
2017: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01145
Total number of active participants reported on line 7a of the Form 55002017-07-01145
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01145
2016: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01138
Total number of active participants reported on line 7a of the Form 55002016-07-01138
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01138
2015: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01171
Total number of active participants reported on line 7a of the Form 55002015-07-01138
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01138
2014: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01169
Total number of active participants reported on line 7a of the Form 55002014-07-01171
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01171
2013: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01170
Total number of active participants reported on line 7a of the Form 55002013-07-01169
Total of all active and inactive participants2013-07-01169
2012: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01185
Total number of active participants reported on line 7a of the Form 55002012-07-01170
Total of all active and inactive participants2012-07-01170
2011: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01185
Total number of active participants reported on line 7a of the Form 55002011-07-01185
Total of all active and inactive participants2011-07-01185
2010: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01185
Total number of active participants reported on line 7a of the Form 55002010-07-01185
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01185
2009: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01182
Total number of active participants reported on line 7a of the Form 55002009-07-01185
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01185

Form 5500 Responses for RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN

2019: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: RESIDENTIAL MANAGEMENT SERVICES WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000400000
Policy instance 10
Insurance contract or identification number1000400000
Number of Individuals Covered6
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $1,389
Welfare Benefit Premiums Paid to CarrierUSD $31,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,389
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000430002
Policy instance 1
Insurance contract or identification number1000430002
Number of Individuals Covered20
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $4,930
Welfare Benefit Premiums Paid to CarrierUSD $140,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,930
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000420002
Policy instance 2
Insurance contract or identification number1000420002
Number of Individuals Covered29
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $5,504
Welfare Benefit Premiums Paid to CarrierUSD $153,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,504
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000390002
Policy instance 3
Insurance contract or identification number1000390002
Number of Individuals Covered28
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $5,673
Welfare Benefit Premiums Paid to CarrierUSD $178,230
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,673
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000400002
Policy instance 4
Insurance contract or identification number1000400002
Number of Individuals Covered16
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $3,163
Welfare Benefit Premiums Paid to CarrierUSD $88,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,163
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000410002
Policy instance 5
Insurance contract or identification number1000410002
Number of Individuals Covered12
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $2,398
Welfare Benefit Premiums Paid to CarrierUSD $60,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,398
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000430000
Policy instance 6
Insurance contract or identification number1000430000
Number of Individuals Covered2
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $356
Welfare Benefit Premiums Paid to CarrierUSD $10,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $356
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number100420001
Policy instance 7
Insurance contract or identification number100420001
Number of Individuals Covered1
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $168
Welfare Benefit Premiums Paid to CarrierUSD $4,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $168
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000390000
Policy instance 8
Insurance contract or identification number1000390000
Number of Individuals Covered16
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $2,632
Welfare Benefit Premiums Paid to CarrierUSD $78,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,632
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000410000
Policy instance 9
Insurance contract or identification number1000410000
Number of Individuals Covered5
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $1,417
Welfare Benefit Premiums Paid to CarrierUSD $43,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,417
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000420002
Policy instance 2
Insurance contract or identification number1000420002
Number of Individuals Covered29
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $5,504
Welfare Benefit Premiums Paid to CarrierUSD $153,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,504
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000390002
Policy instance 3
Insurance contract or identification number1000390002
Number of Individuals Covered28
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $5,673
Welfare Benefit Premiums Paid to CarrierUSD $178,230
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,673
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000400002
Policy instance 4
Insurance contract or identification number1000400002
Number of Individuals Covered16
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $3,163
Welfare Benefit Premiums Paid to CarrierUSD $88,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,163
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000410002
Policy instance 5
Insurance contract or identification number1000410002
Number of Individuals Covered12
Insurance policy start date2019-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $2,398
Welfare Benefit Premiums Paid to CarrierUSD $60,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,398
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000430000
Policy instance 6
Insurance contract or identification number1000430000
Number of Individuals Covered2
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $356
Welfare Benefit Premiums Paid to CarrierUSD $10,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $356
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number100420001
Policy instance 7
Insurance contract or identification number100420001
Number of Individuals Covered1
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $168
Welfare Benefit Premiums Paid to CarrierUSD $4,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $168
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000390000
Policy instance 8
Insurance contract or identification number1000390000
Number of Individuals Covered16
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $2,632
Welfare Benefit Premiums Paid to CarrierUSD $78,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,632
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000410000
Policy instance 9
Insurance contract or identification number1000410000
Number of Individuals Covered5
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $1,417
Welfare Benefit Premiums Paid to CarrierUSD $43,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,417
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000400000
Policy instance 10
Insurance contract or identification number1000400000
Number of Individuals Covered6
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $1,389
Welfare Benefit Premiums Paid to CarrierUSD $31,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,389
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
HPHC INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18975 )
Policy contract number1000430002
Policy instance 1
Insurance contract or identification number1000430002
Number of Individuals Covered20
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $4,930
Welfare Benefit Premiums Paid to CarrierUSD $140,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,930
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603064
Policy instance 4
Insurance contract or identification numberSGM603064
Number of Individuals Covered145
Insurance policy start date2017-02-01
Insurance policy end date2018-02-01
Total amount of commissions paid to insurance brokerUSD $1,298
Total amount of fees paid to insurance companyUSD $570
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK601940
Policy instance 3
Insurance contract or identification numberSOK601940
Number of Individuals Covered145
Insurance policy start date2017-02-01
Insurance policy end date2018-02-01
Total amount of commissions paid to insurance brokerUSD $175
Total amount of fees paid to insurance companyUSD $73
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $1,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICARE, INC. (National Association of Insurance Commissioners NAIC id number: 95675 )
Policy contract number2352
Policy instance 2
Insurance contract or identification number2352
Number of Individuals Covered145
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
Total amount of fees paid to insurance companyUSD $31,028
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,108,153
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD603009
Policy instance 1
Insurance contract or identification numberSGD603009
Number of Individuals Covered145
Insurance policy start date2017-02-01
Insurance policy end date2018-02-01
Total amount of commissions paid to insurance brokerUSD $2,668
Total amount of fees paid to insurance companyUSD $959
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK601940
Policy instance 1
Insurance contract or identification numberSOK601940
Number of Individuals Covered177
Insurance policy start date2015-02-01
Insurance policy end date2016-02-01
Total amount of commissions paid to insurance brokerUSD $177
Total amount of fees paid to insurance companyUSD $74
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $1,473
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees74
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
Commission paid to Insurance BrokerUSD $177
Insurance broker namePEOPLES UNITED INSURANCE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD603009
Policy instance 2
Insurance contract or identification numberSGD603009
Number of Individuals Covered177
Insurance policy start date2015-02-01
Insurance policy end date2016-02-01
Total amount of commissions paid to insurance brokerUSD $2,610
Total amount of fees paid to insurance companyUSD $930
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees930
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
Commission paid to Insurance BrokerUSD $2,610
Insurance broker namePEOPLES UNITED INSURANCE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603064
Policy instance 3
Insurance contract or identification numberSGM603064
Number of Individuals Covered177
Insurance policy start date2015-02-01
Insurance policy end date2016-02-01
Total amount of commissions paid to insurance brokerUSD $1,274
Total amount of fees paid to insurance companyUSD $552
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees552
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
Commission paid to Insurance BrokerUSD $1,274
Insurance broker namePEOPLES UNITED INSURANCE
CONNECTICARE, INC. (National Association of Insurance Commissioners NAIC id number: 95675 )
Policy contract number2352
Policy instance 4
Insurance contract or identification number2352
Number of Individuals Covered138
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of fees paid to insurance companyUSD $28,765
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,027,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28765
Additional information about fees paid to insurance brokerTO FULLFILL COMM 3
Insurance broker namePEOPLE'S UNITED INSURANCE AGENCY, I
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number300347
Policy instance 2
Insurance contract or identification number300347
Number of Individuals Covered160
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of fees paid to insurance companyUSD $4,858
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,075,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4858
Additional information about fees paid to insurance brokerINCENTIVES, EDUCATION, COMMUNICATION AND TRAINING
Insurance broker organization code?3
Insurance broker namePEOPLESUNITED INSUR AGENCY, INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-399039
Policy instance 1
Insurance contract or identification number010-399039
Number of Individuals Covered376
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,836
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,836
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
Insurance broker namePEOPLESUNITED INSURANCE AGENCY INC.
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-399039
Policy instance 1
Insurance contract or identification number010-399039
Number of Individuals Covered371
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,752
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,752
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
Insurance broker namePEOPLESUNITED INSURANCE AGENCY INC.
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number300347
Policy instance 2
Insurance contract or identification number300347
Number of Individuals Covered160
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of fees paid to insurance companyUSD $6,528
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $995,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6528
Additional information about fees paid to insurance brokerINCENTIVES, EDUCATION, COMMUNICATION AND TRAINING
Insurance broker organization code?3
Insurance broker namePEOPLESUNITED INSUR AGENCY, INC
ANTHM HEALTH PLANS INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number300347
Policy instance 2
Insurance contract or identification number300347
Number of Individuals Covered169
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $996,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-399039
Policy instance 1
Insurance contract or identification number010-399039
Number of Individuals Covered374
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,810
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,810
Additional information about fees paid to insurance brokerTO FULFILL COMM 3
Insurance broker nameREOPLESUNITED INSURANCE AGENCY INC.
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number300347
Policy instance 3
Insurance contract or identification number300347
Number of Individuals Covered147
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of fees paid to insurance companyUSD $6,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-399039
Policy instance 2
Insurance contract or identification number010-399039
Number of Individuals Covered168
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $3,681
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $105,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number855520G
Policy instance 1
Insurance contract or identification number855520G
Number of Individuals Covered185
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $5,597
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $35,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number300347
Policy instance 3
Insurance contract or identification number300347
Number of Individuals Covered147
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of fees paid to insurance companyUSD $6,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number855520G
Policy instance 1
Insurance contract or identification number855520G
Number of Individuals Covered185
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $5,505
Total amount of fees paid to insurance companyUSD $350
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $37,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-399039
Policy instance 2
Insurance contract or identification number010-399039
Number of Individuals Covered369
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $3,681
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $105,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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