JT MAGEN & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Additional information about JT MAGEN & COMPANY, INC.
Submission information for form 5500 for 401k plan J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS
401k plan membership statisitcs for J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS
| Measure | Date | Value |
|---|
| 2022: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 245 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 260 |
| Total of all active and inactive participants | 2022-08-01 | 260 |
| 2021: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 244 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 245 |
| Total of all active and inactive participants | 2021-08-01 | 245 |
| 2020: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 247 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 244 |
| Total of all active and inactive participants | 2020-08-01 | 244 |
| 2019: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 257 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 247 |
| Total of all active and inactive participants | 2019-08-01 | 247 |
| 2018: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 198 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 257 |
| Total of all active and inactive participants | 2018-08-01 | 257 |
| 2017: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 198 |
| Total of all active and inactive participants | 2017-08-01 | 198 |
| Total participants | 2017-08-01 | 198 |
| 2016: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 181 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 205 |
| Total of all active and inactive participants | 2016-08-01 | 205 |
| Total participants | 2016-08-01 | 205 |
| 2015: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 188 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 181 |
| Total of all active and inactive participants | 2015-08-01 | 181 |
| Total participants | 2015-08-01 | 181 |
| 2014: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 182 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 188 |
| Total of all active and inactive participants | 2014-08-01 | 188 |
| Total participants | 2014-08-01 | 188 |
| 2013: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 182 |
| Total of all active and inactive participants | 2013-08-01 | 182 |
| Total participants | 2013-08-01 | 182 |
| 2012: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 153 |
| Total of all active and inactive participants | 2012-08-01 | 153 |
| Total participants | 2012-08-01 | 153 |
| 2011: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 163 |
| Total of all active and inactive participants | 2011-08-01 | 163 |
| Total participants | 2011-08-01 | 163 |
| 2010: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 143 |
| Total of all active and inactive participants | 2010-08-01 | 143 |
| Total participants | 2010-08-01 | 143 |
| 2009: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 127 |
| Total of all active and inactive participants | 2009-08-01 | 127 |
| Total participants | 2009-08-01 | 127 |
| 2022: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2010 form 5500 responses |
|---|
| 2010-08-01 | Type of plan entity | Single employer plan |
| 2010-08-01 | Plan funding arrangement – Insurance | Yes |
| 2010-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: J.T. MAGEN GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 1071926 |
| Policy instance | 2 |
| Insurance contract or identification number | 1071926 | | Number of Individuals Covered | 230 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $143,568 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,187,149 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $143,568 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 370319 |
| Policy instance | 1 |
| Insurance contract or identification number | 370319 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $8,008 | | 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 $80,079 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,008 | | Insurance broker organization code? | 3 |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 300202 |
| Policy instance | 2 |
| Insurance contract or identification number | 300202 | | Number of Individuals Covered | 234 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $148,440 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,590,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $148,440 | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | AL00006565 |
| Policy instance | 1 |
| Insurance contract or identification number | AL00006565 | | Number of Individuals Covered | 245 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $10,149 | | 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 $94,101 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,149 | | Insurance broker organization code? | 3 |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 300202 |
| Policy instance | 2 |
| Insurance contract or identification number | 300202 | | Number of Individuals Covered | 223 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $144,725 | | Total amount of fees paid to insurance company | USD $6,900 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,055,598 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $144,725 | | Amount paid for insurance broker fees | 6900 | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | AL00006565 |
| Policy instance | 1 |
| Insurance contract or identification number | AL00006565 | | Number of Individuals Covered | 244 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $9,745 | | 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 $87,600 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,745 | | Insurance broker organization code? | 3 |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 300202 |
| Policy instance | 1 |
| Insurance contract or identification number | 300202 | | Number of Individuals Covered | 227 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $139,158 | | Total amount of fees paid to insurance company | USD $6,870 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,556,649 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $139,158 | | Amount paid for insurance broker fees | 6870 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | AL00006565 |
| Policy instance | 2 |
| Insurance contract or identification number | AL00006565 | | Number of Individuals Covered | 247 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $9,003 | | 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 $104,915 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,003 | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | AL00006565 |
| Policy instance | 2 |
| Insurance contract or identification number | AL00006565 | | Number of Individuals Covered | 257 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $7,645 | | 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 $90,662 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,645 | | Insurance broker organization code? | 3 |
|
| EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
| Policy contract number | 300202 |
| Policy instance | 1 |
| Insurance contract or identification number | 300202 | | Number of Individuals Covered | 226 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $133,193 | | Total amount of fees paid to insurance company | USD $20,800 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,559,030 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $133,193 | | Amount paid for insurance broker fees | 20800 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 410800/458955 |
| Policy instance | 2 |
| Insurance contract or identification number | 410800/458955 | | Number of Individuals Covered | 197 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $119,424 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,985,608 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05994078 |
| Policy instance | 1 |
| Insurance contract or identification number | TM05994078 | | Number of Individuals Covered | 198 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $7,809 | | 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 $74,425 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 410800/458955 |
| Policy instance | 2 |
| Insurance contract or identification number | 410800/458955 | | Number of Individuals Covered | 181 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $108,619 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,715,482 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $108,619 | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05994078 |
| Policy instance | 1 |
| Insurance contract or identification number | TM05994078 | | Number of Individuals Covered | 181 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $5,703 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $43,981 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,703 | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05994078 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05994078 | | Number of Individuals Covered | 188 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $4,752 | | Total amount of fees paid to insurance company | USD $647 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $51,847 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,752 | | Amount paid for insurance broker fees | 647 | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 410800/458955 |
| Policy instance | 1 |
| Insurance contract or identification number | 410800/458955 | | Number of Individuals Covered | 170 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $102,004 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,550,101 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $102,004 | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 302369 |
| Policy instance | 2 |
| Insurance contract or identification number | 302369 | | Number of Individuals Covered | 182 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $6,416 | | 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 $55,241 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,416 | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 410800/458955 |
| Policy instance | 1 |
| Insurance contract or identification number | 410800/458955 | | Number of Individuals Covered | 173 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $98,015 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,450,374 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $98,015 | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 410800/458955 |
| Policy instance | 1 |
| Insurance contract or identification number | 410800/458955 | | Number of Individuals Covered | 153 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $83,096 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,039,163 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $83,096 | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 302369 |
| Policy instance | 2 |
| Insurance contract or identification number | 302369 | | Number of Individuals Covered | 165 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $5,797 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENTT | | Welfare Benefit Premiums Paid to Carrier | USD $55,429 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,797 | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP,INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 302369 |
| Policy instance | 1 |
| Insurance contract or identification number | 302369 | | Number of Individuals Covered | 163 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $5,368 | | 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 $53,821 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 458955 |
| Policy instance | 2 |
| Insurance contract or identification number | 458955 | | Number of Individuals Covered | 150 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $75,823 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,822,574 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| J.T. MAGEN'S GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 302369 |
| Policy instance | 1 |
| Insurance contract or identification number | 302369 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $4,744 | | 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 $44,616 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| J.T. MAGEN'S GROUP MEDICAL, LIFE, AD&D AND LTD PROGRAMS (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 458955 |
| Policy instance | 2 |
| Insurance contract or identification number | 458955 | | Number of Individuals Covered | 135 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $64,033 | | Total amount of fees paid to insurance company | USD $3,720 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,600,832 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
