SAVIN ENGINEERS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY
401k plan membership statisitcs for SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY
Measure | Date | Value |
---|
2022: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-04-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 102 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 4 |
Total of all active and inactive participants | 2022-04-01 | 106 |
2021: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-04-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 131 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 4 |
Total of all active and inactive participants | 2021-04-01 | 135 |
2020: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-04-01 | 173 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 154 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
Total of all active and inactive participants | 2020-04-01 | 158 |
2019: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-04-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 171 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
Total of all active and inactive participants | 2019-04-01 | 173 |
2018: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-04-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 154 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
Total of all active and inactive participants | 2018-04-01 | 156 |
2017: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-04-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 144 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 145 |
2016: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-04-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 122 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
Total of all active and inactive participants | 2016-04-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 123 |
2015: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-04-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 125 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
Total of all active and inactive participants | 2015-04-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 126 |
2014: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-04-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 127 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 1 |
Total of all active and inactive participants | 2014-04-01 | 128 |
Total participants | 2014-04-01 | 128 |
2013: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-04-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 107 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
Total of all active and inactive participants | 2013-04-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 109 |
2012: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-04-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 118 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 2 |
Total of all active and inactive participants | 2012-04-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 120 |
2011: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-04-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 110 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 2 |
Total of all active and inactive participants | 2011-04-01 | 112 |
2010: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-04-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 112 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 1 |
Total of all active and inactive participants | 2010-04-01 | 113 |
Total participants | 2010-04-01 | 113 |
2009: SAVIN ENGINEERS, PC GROUP BASIC TERM LIFE GROUP AD&D LONG TERM DISABILITY 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-04-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 112 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 2 |
Total of all active and inactive participants | 2009-04-01 | 114 |
Total participants | 2009-04-01 | 114 |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 107 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-05-01 | Total amount of commissions paid to insurance broker | USD $392 | Total amount of fees paid to insurance company | USD $334 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,612 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $392 | Amount paid for insurance broker fees | 334 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 107 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-05-01 | Total amount of commissions paid to insurance broker | USD $2,988 | Total amount of fees paid to insurance company | USD $2,503 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,923 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,988 | Amount paid for insurance broker fees | 2503 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 79 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-05-01 | Total amount of commissions paid to insurance broker | USD $4,408 | Total amount of fees paid to insurance company | USD $3,712 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $29,388 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,408 | Amount paid for insurance broker fees | 3712 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 112 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-05-01 | Total amount of commissions paid to insurance broker | USD $3,708 | Total amount of fees paid to insurance company | USD $3,097 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,721 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,708 | Amount paid for insurance broker fees | 3097 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 135 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-05-01 | Total amount of commissions paid to insurance broker | USD $4,008 | Total amount of fees paid to insurance company | USD $3,440 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,720 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,008 | Amount paid for insurance broker fees | 3440 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 88 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-05-01 | Total amount of commissions paid to insurance broker | USD $4,818 | Total amount of fees paid to insurance company | USD $4,108 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,121 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,818 | Amount paid for insurance broker fees | 4108 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 130 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-05-01 | Total amount of commissions paid to insurance broker | USD $3,168 | Total amount of fees paid to insurance company | USD $2,686 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,122 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,168 | Amount paid for insurance broker fees | 2686 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 130 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-05-01 | Total amount of commissions paid to insurance broker | USD $431 | Total amount of fees paid to insurance company | USD $365 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,874 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $431 | Amount paid for insurance broker fees | 365 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-05-01 | Total amount of commissions paid to insurance broker | USD $438 | Total amount of fees paid to insurance company | USD $344 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,918 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $438 | Amount paid for insurance broker fees | 344 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 170 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-05-01 | Total amount of commissions paid to insurance broker | USD $4,467 | Total amount of fees paid to insurance company | USD $3,539 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $29,781 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,467 | Amount paid for insurance broker fees | 3539 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 154 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-05-01 | Total amount of commissions paid to insurance broker | USD $3,217 | Total amount of fees paid to insurance company | USD $2,530 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,446 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,217 | Amount paid for insurance broker fees | 2530 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 108 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-05-01 | Total amount of commissions paid to insurance broker | USD $4,643 | Total amount of fees paid to insurance company | USD $3,523 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $30,953 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,643 | Amount paid for insurance broker fees | 3523 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-05-01 | Total amount of commissions paid to insurance broker | USD $392 | Total amount of fees paid to insurance company | USD $309 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,616 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $392 | Amount paid for insurance broker fees | 309 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 159 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-05-01 | Total amount of commissions paid to insurance broker | USD $3,911 | Total amount of fees paid to insurance company | USD $3,055 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,075 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,911 | Amount paid for insurance broker fees | 3055 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 136 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-05-01 | Total amount of commissions paid to insurance broker | USD $2,884 | Total amount of fees paid to insurance company | USD $2,265 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,225 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,884 | Amount paid for insurance broker fees | 2265 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 77 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-05-01 | Total amount of commissions paid to insurance broker | USD $3,692 | Total amount of fees paid to insurance company | USD $2,952 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,616 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,692 | Amount paid for insurance broker fees | 2952 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 122 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-05-01 | Total amount of commissions paid to insurance broker | USD $340 | Total amount of fees paid to insurance company | USD $249 | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,269 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $340 | Amount paid for insurance broker fees | 249 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 141 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-05-01 | Total amount of commissions paid to insurance broker | USD $3,301 | Total amount of fees paid to insurance company | USD $2,371 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,006 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,301 | Amount paid for insurance broker fees | 2371 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 122 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-05-01 | Total amount of commissions paid to insurance broker | USD $2,514 | Total amount of fees paid to insurance company | USD $1,840 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,762 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,514 | Amount paid for insurance broker fees | 1840 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 74 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-05-01 | Total amount of commissions paid to insurance broker | USD $3,593 | Total amount of fees paid to insurance company | USD $2,634 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $23,954 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,593 | Amount paid for insurance broker fees | 2634 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 78 | Insurance policy start date | 2016-05-01 | Insurance policy end date | 2017-05-01 | Total amount of commissions paid to insurance broker | USD $3,570 | Total amount of fees paid to insurance company | USD $2,747 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $23,800 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,570 | Amount paid for insurance broker fees | 2747 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | EMERSON REID LLC |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 119 | Insurance policy start date | 2016-05-01 | Insurance policy end date | 2017-05-01 | Total amount of commissions paid to insurance broker | USD $2,299 | Total amount of fees paid to insurance company | USD $1,649 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,328 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,299 | Amount paid for insurance broker fees | 1649 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | EMERSON REID LLC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 122 | Insurance policy start date | 2016-05-01 | Insurance policy end date | 2017-05-01 | Total amount of commissions paid to insurance broker | USD $3,116 | Total amount of fees paid to insurance company | USD $2,299 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,776 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,116 | Amount paid for insurance broker fees | 2299 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | EMERSON REID LLC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 120 | Insurance policy start date | 2016-05-01 | Insurance policy end date | 2017-05-01 | Total amount of commissions paid to insurance broker | USD $340 | Total amount of fees paid to insurance company | USD $248 | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,269 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $340 | Amount paid for insurance broker fees | 248 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | EMERSON REID LLC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 108 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-05-01 | Total amount of commissions paid to insurance broker | USD $312 | Total amount of fees paid to insurance company | USD $125 | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,077 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $154 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 125 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker name | EMERSON REID LLC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 129 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-05-01 | Total amount of commissions paid to insurance broker | USD $2,900 | Total amount of fees paid to insurance company | USD $1,153 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,336 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,373 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1153 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker name | EMERSON REID LLC |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 108 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-05-01 | Total amount of commissions paid to insurance broker | USD $1,923 | Total amount of fees paid to insurance company | USD $767 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,819 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $923 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 767 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker name | EMERSON REID LLC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 86 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-05-01 | Total amount of commissions paid to insurance broker | USD $3,683 | Total amount of fees paid to insurance company | USD $1,467 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,547 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,780 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1467 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker name | EMERSON REID LLC |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 105 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-05-01 | Total amount of commissions paid to insurance broker | USD $1,871 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,472 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,871 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 105 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-05-01 | Total amount of commissions paid to insurance broker | USD $312 | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,079 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $312 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 107 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-05-01 | Total amount of commissions paid to insurance broker | USD $2,635 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,568 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,635 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 71 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-05-01 | Total amount of commissions paid to insurance broker | USD $3,430 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,868 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,430 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC. |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 118 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-05-01 | Total amount of commissions paid to insurance broker | USD $2,793 | Total amount of fees paid to insurance company | USD $414 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $18,622 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,793 | Amount paid for insurance broker fees | 414 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 112 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-05-01 | Total amount of commissions paid to insurance broker | USD $1,947 | Total amount of fees paid to insurance company | USD $291 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,979 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,947 | Amount paid for insurance broker fees | 291 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 75 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-05-01 | Total amount of commissions paid to insurance broker | USD $2,958 | Total amount of fees paid to insurance company | USD $278 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,721 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,958 | Amount paid for insurance broker fees | 278 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC. |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 112 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-05-01 | Total amount of commissions paid to insurance broker | USD $324 | Total amount of fees paid to insurance company | USD $48 | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,163 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $324 | Amount paid for insurance broker fees | 48 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 810164 |
Policy instance | 4 |
Insurance contract or identification number | 810164 | Number of Individuals Covered | 82 | Insurance policy start date | 2011-12-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $2,082 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,882 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,082 | Insurance broker organization code? | 3 | Insurance broker name | DANIEL GREECHAN |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 110 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-05-01 | Total amount of commissions paid to insurance broker | USD $323 | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,153 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $323 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 115 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-05-01 | Total amount of commissions paid to insurance broker | USD $2,591 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,271 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,591 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 110 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-05-01 | Total amount of commissions paid to insurance broker | USD $1,938 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,919 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,938 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES, INC |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 103 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-05-01 | Total amount of commissions paid to insurance broker | USD $1,833 | 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 | Welfare Benefit Premiums Paid to Carrier | USD $12,219 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 103 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-05-01 | Total amount of commissions paid to insurance broker | USD $306 | 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 | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $2,037 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 1 |
Insurance contract or identification number | G000ACP5 | Number of Individuals Covered | 110 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-05-01 | Total amount of commissions paid to insurance broker | USD $2,502 | 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 $16,683 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
Policy contract number | G000ACP5 |
Policy instance | 4 |
Insurance contract or identification number | G000ACP5 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-05-01 | Total amount of commissions paid to insurance broker | USD $1,833 | Life 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 $1,833 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 3 |
Insurance contract or identification number | G000ACP5 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-05-01 | Total amount of commissions paid to insurance broker | USD $306 | Other welfare benefits provided | AD&D | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $306 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 ) |
Policy contract number | G000ACP5 |
Policy instance | 2 |
Insurance contract or identification number | G000ACP5 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-05-01 | Total amount of commissions paid to insurance broker | USD $2,502 | 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 $2,502 | Insurance broker organization code? | 3 | Insurance broker name | CJR BUSINESS ASSOCIATES INC |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 852843G |
Policy instance | 1 |
Insurance contract or identification number | 852843G | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Life 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 |
|