Logo

WELFARE PLAN OF SAINT DAVID'S SCHOOL 401k Plan overview

Plan NameWELFARE PLAN OF SAINT DAVID'S SCHOOL
Plan identification number 501

WELFARE PLAN OF SAINT DAVID'S SCHOOL Benefits

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

401k Sponsoring company profile

SAINT DAVID'S SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:SAINT DAVID'S SCHOOL
Employer identification number (EIN):131655283
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELFARE PLAN OF SAINT DAVID'S SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01
5012021-07-01
5012020-07-01JESSICA PAGAN2021-08-25
5012020-07-01JESSICA PAGAN2021-08-25
5012019-07-01JACK SPROULE2021-05-26
5012019-07-01JACK SPROULE2021-05-26
5012018-07-01JACK SPROULE2021-05-26
5012017-07-01JACK SPROULE2021-05-26
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01
5012011-07-01

Plan Statistics for WELFARE PLAN OF SAINT DAVID'S SCHOOL

401k plan membership statisitcs for WELFARE PLAN OF SAINT DAVID'S SCHOOL

Measure Date Value
2022: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2022 401k membership
Total participants, beginning-of-year2022-07-01206
Total number of active participants reported on line 7a of the Form 55002022-07-01214
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01214
2021: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2021 401k membership
Total participants, beginning-of-year2021-07-01136
Total number of active participants reported on line 7a of the Form 55002021-07-01206
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01206
2020: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2020 401k membership
Total participants, beginning-of-year2020-07-01185
Total number of active participants reported on line 7a of the Form 55002020-07-01136
Total of all active and inactive participants2020-07-01136
Total participants2020-07-01136
Number of participants with account balances2020-07-01136
2019: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2019 401k membership
Total participants, beginning-of-year2019-07-01196
Total number of active participants reported on line 7a of the Form 55002019-07-01185
Total of all active and inactive participants2019-07-01185
Total participants2019-07-01185
Number of participants with account balances2019-07-01185
2018: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2018 401k membership
Total participants, beginning-of-year2018-07-01190
Total number of active participants reported on line 7a of the Form 55002018-07-01196
Total of all active and inactive participants2018-07-01196
Total participants2018-07-01196
2017: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2017 401k membership
Total participants, beginning-of-year2017-07-01182
Total number of active participants reported on line 7a of the Form 55002017-07-01190
Total of all active and inactive participants2017-07-01190
Total participants2017-07-01190
2016: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2016 401k membership
Total participants, beginning-of-year2016-07-01197
Total number of active participants reported on line 7a of the Form 55002016-07-01182
Total of all active and inactive participants2016-07-01182
2015: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2015 401k membership
Total participants, beginning-of-year2015-07-01187
Total number of active participants reported on line 7a of the Form 55002015-07-01197
Total of all active and inactive participants2015-07-01197
2014: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2014 401k membership
Total participants, beginning-of-year2014-07-01173
Total number of active participants reported on line 7a of the Form 55002014-07-01187
Total of all active and inactive participants2014-07-01187
2013: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2013 401k membership
Total participants, beginning-of-year2013-07-01170
Total number of active participants reported on line 7a of the Form 55002013-07-01173
Total of all active and inactive participants2013-07-01173
2012: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2012 401k membership
Total participants, beginning-of-year2012-07-01174
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: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2011 401k membership
Total participants, beginning-of-year2011-07-01174
Total number of active participants reported on line 7a of the Form 55002011-07-01174
Total of all active and inactive participants2011-07-01174

Form 5500 Responses for WELFARE PLAN OF SAINT DAVID'S SCHOOL

2022: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: WELFARE PLAN OF SAINT DAVID'S SCHOOL 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number461805
Policy instance 2
Insurance contract or identification number461805
Number of Individuals Covered131
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $15,554
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $111,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,554
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0270005
Policy instance 1
Insurance contract or identification number0270005
Number of Individuals Covered214
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $101,397
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,534,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $101,397
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number461805
Policy instance 2
Insurance contract or identification number461805
Number of Individuals Covered130
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $10,562
Total amount of fees paid to insurance companyUSD $1,675
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $88,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,562
Amount paid for insurance broker fees1675
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0270005
Policy instance 1
Insurance contract or identification number0270005
Number of Individuals Covered206
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $94,539
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,363,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $94,539
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICES NON-MONETARY PAYMENT
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0270005
Policy instance 1
Insurance contract or identification number0270005
Number of Individuals Covered110
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $92,026
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,271,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92,026
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICES NON-MONETARY PAYMENT
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number461805
Policy instance 2
Insurance contract or identification number461805
Number of Individuals Covered136
Insurance policy start date2020-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $11,334
Total amount of fees paid to insurance companyUSD $1,113
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $81,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,334
Amount paid for insurance broker fees1113
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSD08501
Policy instance 2
Insurance contract or identification numberSD08501
Number of Individuals Covered185
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $89,478
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,222,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $89,478
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICE, NON-MONETARY PAYMENT
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number461805
Policy instance 1
Insurance contract or identification number461805
Number of Individuals Covered135
Insurance policy start date2019-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $10,842
Total amount of fees paid to insurance companyUSD $1,047
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $91,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,842
Amount paid for insurance broker fees1047
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871459G
Policy instance 3
Insurance contract or identification number871459G
Number of Individuals Covered116
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $6
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number461805
Policy instance 2
Insurance contract or identification number461805
Number of Individuals Covered126
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $8,059
Total amount of fees paid to insurance companyUSD $891
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $66,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,059
Amount paid for insurance broker fees891
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSD08501
Policy instance 1
Insurance contract or identification numberSD08501
Number of Individuals Covered196
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $95,793
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,224,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95,793
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICES NON-MONETARY PAYMENT
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number871459G
Policy instance 3
Insurance contract or identification number871459G
Number of Individuals Covered116
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,987
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,987
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number461805
Policy instance 2
Insurance contract or identification number461805
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $5,059
Total amount of fees paid to insurance companyUSD $747
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $64,866
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,059
Amount paid for insurance broker fees747
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSD08501
Policy instance 1
Insurance contract or identification numberSD08501
Number of Individuals Covered190
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $71,921
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,956,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,921
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICES NON-MONETARY PAYMENT
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number461805
Policy instance 1
Insurance contract or identification number461805
Number of Individuals Covered115
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,444
Total amount of fees paid to insurance companyUSD $631
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,444
Amount paid for insurance broker fees631
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker nameAUSTIN & CO INC
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSD08501
Policy instance 2
Insurance contract or identification numberSD08501
Number of Individuals Covered173
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $57,630
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,440,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,630
Insurance broker nameAUSTIN & CO INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number871459G
Policy instance 3
Insurance contract or identification number871459G
Number of Individuals Covered104
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,487
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,487
Insurance broker nameAUSTIN & CO INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number871459G
Policy instance 3
Insurance contract or identification number871459G
Number of Individuals Covered104
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $2,474
Total amount of fees paid to insurance companyUSD $64
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,474
Amount paid for insurance broker fees64
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker nameAUSTIN & CO INC
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSD08501
Policy instance 2
Insurance contract or identification numberSD08501
Number of Individuals Covered170
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $55,033
Total amount of fees paid to insurance companyUSD $2,602
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,364,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,033
Amount paid for insurance broker fees2602
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker nameAUSTIN & CO INC
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number461805
Policy instance 1
Insurance contract or identification number461805
Number of Individuals Covered115
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,245
Total amount of fees paid to insurance companyUSD $601
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,245
Amount paid for insurance broker fees601
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker nameAUSTIN & CO INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number871459G
Policy instance 2
Insurance contract or identification number871459G
Number of Individuals Covered105
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $2,401
Total amount of fees paid to insurance companyUSD $410
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,119
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,401
Amount paid for insurance broker fees410
Insurance broker nameAUSTIN & CO INC
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSD08501
Policy instance 1
Insurance contract or identification numberSD08501
Number of Individuals Covered174
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $55,595
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,372,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,595
Insurance broker nameAUSTIN & CO INC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1