MONROE COLLEGE, LTD. has sponsored the creation of one or more 401k plans.
Additional information about MONROE COLLEGE, LTD.
Submission information for form 5500 for 401k plan MONROE COLLEGE WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023: MONROE COLLEGE WELFARE BENEFIT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-05-01 | 567 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-05-01 | 682 |
| Number of retired or separated participants receiving benefits | 2023-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-05-01 | 0 |
| Total of all active and inactive participants | 2023-05-01 | 682 |
| 2022: MONROE COLLEGE WELFARE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 550 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 567 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 567 |
| 2021: MONROE COLLEGE WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 550 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 550 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 550 |
| 2020: MONROE COLLEGE WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 520 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 550 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 550 |
| 2019: MONROE COLLEGE WELFARE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 549 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 520 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
| Total of all active and inactive participants | 2019-05-01 | 520 |
| 2018: MONROE COLLEGE WELFARE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 610 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 549 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 0 |
| Total of all active and inactive participants | 2018-05-01 | 549 |
| 2017: MONROE COLLEGE WELFARE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 656 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 610 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 0 |
| Total of all active and inactive participants | 2017-05-01 | 610 |
| Total participants | 2017-05-01 | 610 |
| 2016: MONROE COLLEGE WELFARE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 845 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 656 |
| Total of all active and inactive participants | 2016-05-01 | 656 |
| Total participants | 2016-05-01 | 656 |
| 2015: MONROE COLLEGE WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 753 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 845 |
| Total of all active and inactive participants | 2015-05-01 | 845 |
| Total participants | 2015-05-01 | 845 |
| 2014: MONROE COLLEGE WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 773 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 753 |
| Total of all active and inactive participants | 2014-05-01 | 753 |
| Total participants | 2014-05-01 | 753 |
| 2013: MONROE COLLEGE WELFARE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 805 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 773 |
| Total of all active and inactive participants | 2013-05-01 | 773 |
| Total participants | 2013-05-01 | 773 |
| 2012: MONROE COLLEGE WELFARE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 783 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 805 |
| Total of all active and inactive participants | 2012-05-01 | 805 |
| Total participants | 2012-05-01 | 805 |
| 2011: MONROE COLLEGE WELFARE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 768 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 783 |
| Total of all active and inactive participants | 2011-05-01 | 783 |
| Total participants | 2011-05-01 | 783 |
| 2010: MONROE COLLEGE WELFARE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 637 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 768 |
| Total of all active and inactive participants | 2010-05-01 | 768 |
| Total participants | 2010-05-01 | 768 |
| 2009: MONROE COLLEGE WELFARE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 736 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 637 |
| Total of all active and inactive participants | 2009-05-01 | 637 |
| Total participants | 2009-05-01 | 637 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 0186119 |
| Policy instance | 6 |
| Insurance contract or identification number | 0186119 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Total amount of commissions paid to insurance broker | USD $167,629 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,641,689 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | HC960442 |
| Policy instance | 5 |
| Insurance contract or identification number | HC960442 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Total amount of commissions paid to insurance broker | USD $1,795 | | Other welfare benefits provided | OTHER (SPECIFY) VOL HOSPITAL CARE | | Welfare Benefit Premiums Paid to Carrier | USD $17,968 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | CI961007 |
| Policy instance | 4 |
| Insurance contract or identification number | CI961007 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Total amount of commissions paid to insurance broker | USD $811 | | Other welfare benefits provided | OTHER (SPECIFY) VOL CRITICAL ILLNES | | Welfare Benefit Premiums Paid to Carrier | USD $16,255 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | AI9601048 |
| Policy instance | 3 |
| Insurance contract or identification number | AI9601048 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Total amount of commissions paid to insurance broker | USD $786 | | Other welfare benefits provided | OTHER (SPECIFY) -ACCIDENTAL INJURY | | Welfare Benefit Premiums Paid to Carrier | USD $7,870 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 893541G |
| Policy instance | 2 |
| Insurance contract or identification number | 893541G | | Number of Individuals Covered | 682 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Total amount of commissions paid to insurance broker | USD $22,685 | | Total amount of fees paid to insurance company | USD $1,748 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $409,493 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 1 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 572 | | Insurance policy start date | 2023-05-01 | | Insurance policy end date | 2024-04-30 | | Total amount of commissions paid to insurance broker | USD $2,141 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,407 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 1 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 567 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $2,107 | | Total amount of fees paid to insurance company | USD $644 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,066 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,107 | | Amount paid for insurance broker fees | 644 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 893541G |
| Policy instance | 2 |
| Insurance contract or identification number | 893541G | | Number of Individuals Covered | 567 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $22,685 | | Total amount of fees paid to insurance company | USD $1,748 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $409,493 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,685 | | Amount paid for insurance broker fees | 1748 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | AI9601048 |
| Policy instance | 3 |
| Insurance contract or identification number | AI9601048 | | Number of Individuals Covered | 567 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $1,106 | | Other welfare benefits provided | OTHER (SPECIFY) -ACCIDENTAL INJURY | | Welfare Benefit Premiums Paid to Carrier | USD $11,060 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,106 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | CI961007 |
| Policy instance | 4 |
| Insurance contract or identification number | CI961007 | | Number of Individuals Covered | 567 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $1,178 | | Other welfare benefits provided | OTHER (SPECIFY) VOL CRITICAL ILLNES | | Welfare Benefit Premiums Paid to Carrier | USD $23,551 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,178 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | HC960442 |
| Policy instance | 5 |
| Insurance contract or identification number | HC960442 | | Number of Individuals Covered | 567 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $2,603 | | Other welfare benefits provided | OTHER (SPECIFY) VOL HOSPITAL CARE | | Welfare Benefit Premiums Paid to Carrier | USD $26,029 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,603 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 0186119 |
| Policy instance | 6 |
| Insurance contract or identification number | 0186119 | | Number of Individuals Covered | 526 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $141,135 | | Total amount of fees paid to insurance company | USD $17,400 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,140,076 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $141,135 | | Amount paid for insurance broker fees | 17400 |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 1 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 550 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $2,248 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,480 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,248 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2500001,3337051 |
| Policy instance | 2 |
| Insurance contract or identification number | 2500001,3337051 | | Number of Individuals Covered | 514 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $169,648 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,670,047 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $169,648 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 893541G |
| Policy instance | 3 |
| Insurance contract or identification number | 893541G | | Number of Individuals Covered | 421 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $23,377 | | Total amount of fees paid to insurance company | USD $20,851 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $369,121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,377 | | Amount paid for insurance broker fees | 20851 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | AI9601048 |
| Policy instance | 4 |
| Insurance contract or identification number | AI9601048 | | Number of Individuals Covered | 514 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $945 | | Other welfare benefits provided | OTHER (SPECIFY) ACCIDENTAL INJURY | | Welfare Benefit Premiums Paid to Carrier | USD $8,369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $945 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | CI961007 |
| Policy instance | 5 |
| Insurance contract or identification number | CI961007 | | Number of Individuals Covered | 514 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $1,185 | | Other welfare benefits provided | OTHER (SPECIFY) VOL CRITICAL ILLNES | | Welfare Benefit Premiums Paid to Carrier | USD $20,897 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,185 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | HC960442 |
| Policy instance | 6 |
| Insurance contract or identification number | HC960442 | | Number of Individuals Covered | 514 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $1,994 | | Other welfare benefits provided | OTHER (SPECIFY) VOL HOSPITAL CARE | | Welfare Benefit Premiums Paid to Carrier | USD $17,819 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,994 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017738-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017738-00 | | Number of Individuals Covered | 460 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $21,681 | | Total amount of fees paid to insurance company | USD $9,978 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $431,580 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,681 | | Amount paid for insurance broker fees | 9978 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2500001,3337051 |
| Policy instance | 2 |
| Insurance contract or identification number | 2500001,3337051 | | Number of Individuals Covered | 550 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $130,742 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,482,505 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $130,742 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 1 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 578 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $2,559 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,592 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,559 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 1 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 528 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $2,123 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,226 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,123 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017738-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017738-00 | | Number of Individuals Covered | 463 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $22,983 | | Total amount of fees paid to insurance company | USD $13,466 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $448,337 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,983 | | Amount paid for insurance broker fees | 13466 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2500001,3337051 |
| Policy instance | 2 |
| Insurance contract or identification number | 2500001,3337051 | | Number of Individuals Covered | 520 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $142,057 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,262,786 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $142,057 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017738-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017738-00 | | Number of Individuals Covered | 473 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $19,822 | | Total amount of fees paid to insurance company | USD $11,781 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $395,976 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,822 | | Amount paid for insurance broker fees | 11781 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2500001,3337051 |
| Policy instance | 2 |
| Insurance contract or identification number | 2500001,3337051 | | Number of Individuals Covered | 549 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $131,246 | | Total amount of fees paid to insurance company | USD $2,574 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,074,644 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $131,246 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2574 |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 1 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 528 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $2,487 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,870 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,487 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223216 |
| Policy instance | 6 |
| Insurance contract or identification number | 223216 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-05-01 | | Total amount of commissions paid to insurance broker | USD $8,652 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,698 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,652 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 | | Insurance broker name | NFP CORPORATE SERVICES PA INC |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 10161766 |
| Policy instance | 5 |
| Insurance contract or identification number | 10161766 | | Number of Individuals Covered | 478 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $4,864 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $93,306 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,864 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 | | Insurance broker name | NFP CORPORATE SERVICES PA INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 420400 |
| Policy instance | 4 |
| Insurance contract or identification number | 420400 | | Number of Individuals Covered | 507 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-05-01 | | Total amount of commissions paid to insurance broker | USD $7,120 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $202,800 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,985 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 | | Insurance broker name | ROBERT ZINN |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 3 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 239 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $3,134 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,896 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,134 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 | | Insurance broker name | NFP CORPORATE SERVICES PA INC |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3337051 |
| Policy instance | 2 |
| Insurance contract or identification number | 3337051 | | Number of Individuals Covered | 610 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $145,318 | | Total amount of fees paid to insurance company | USD $2,144 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,040,791 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $145,207 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2144 | | Insurance broker name | CHARON PLANNING |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010208095 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010208095 | | Number of Individuals Covered | 478 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $3,572 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $91,898 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,572 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 | | Insurance broker name | NFP CORPORATE SERVICES PA INC |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 420400 |
| Policy instance | 5 |
| Insurance contract or identification number | 420400 | | Number of Individuals Covered | 544 | | Insurance policy start date | 2015-09-01 | | Insurance policy end date | 2016-05-01 | | Total amount of commissions paid to insurance broker | USD $8,863 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $150,918 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,215 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | MOAT BUILDER INC |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 4 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 591 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $3,506 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,062 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,506 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BRROKER | | Insurance broker organization code? | 3 | | Insurance broker name | CHARON PLANNING CORPORATION |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010161766 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010161766 | | Number of Individuals Covered | 521 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $4,873 | | Total amount of fees paid to insurance company | USD $6,401 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $80,625 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 6401 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $1,462 | | Insurance broker name | SENTINEL FINANCIAL SOLUTIONS INC. |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3337051 |
| Policy instance | 2 |
| Insurance contract or identification number | 3337051 | | Number of Individuals Covered | 845 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $153,184 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,081,139 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $153,184 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKERS | | Insurance broker organization code? | 3 | | Insurance broker name | CHARON PLANNING |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010161765 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010161765 | | Number of Individuals Covered | 521 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $4,451 | | Total amount of fees paid to insurance company | USD $14,459 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACC DEATH AND DISMEMBERMENT BASIC | | Welfare Benefit Premiums Paid to Carrier | USD $182,205 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 14459 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $1,335 | | Insurance broker name | SENTINEL FINANCIAL SOLUTIONS INC |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 10161766 |
| Policy instance | 6 |
| Insurance contract or identification number | 10161766 | | Number of Individuals Covered | 548 | | Insurance policy start date | 2015-09-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $2,761 | | Total amount of fees paid to insurance company | USD $1,145 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $63,476 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $542 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1145 | | Insurance broker name | CHARON PLANNING CORPORATION |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 223216 |
| Policy instance | 7 |
| Insurance contract or identification number | 223216 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-05-01 | | Total amount of commissions paid to insurance broker | USD $5,171 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,571 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,058 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | CENTERSTONE INSURANCE AND FINA |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010161765 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010161765 | | Number of Individuals Covered | 516 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $17,200 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACC DEATH AND DISMEMBERMENT BASIC | | Welfare Benefit Premiums Paid to Carrier | USD $178,307 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,802 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | SENTINEL FINANCIAL SOLUTIONS INC |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3337051 |
| Policy instance | 3 |
| Insurance contract or identification number | 3337051 | | Number of Individuals Covered | 753 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $143,675 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $691,148 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,867 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | CHARON PLANNING |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010161766 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010161766 | | Number of Individuals Covered | 524 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $10,092 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $70,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,382 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | SENTINEL FINANCIAL SOLUTIONS INC. |
|
| AMERITAS LIFE INSURANCE CORP OF NY (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 026-201555 |
| Policy instance | 5 |
| Insurance contract or identification number | 026-201555 | | Number of Individuals Covered | 211 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $2,515 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,145 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,515 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BRROKER | | Insurance broker name | CHARON PLANNING CORPORATION |
|
| DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 ) |
| Policy contract number | 01899 |
| Policy instance | 1 |
| Insurance contract or identification number | 01899 | | Number of Individuals Covered | 475 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $15,295 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $331,031 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,452 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | CHARON PLANNING CORPORATION |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010161765 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010161765 | | Number of Individuals Covered | 515 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $12,845 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACC DEATH AND DISMEMBERMENT BASIC | | Welfare Benefit Premiums Paid to Carrier | USD $170,621 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,531 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | SENTINEL FINANCIAL SOLUTIONS INC |
|
| DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 ) |
| Policy contract number | 01899 |
| Policy instance | 1 |
| Insurance contract or identification number | 01899 | | Number of Individuals Covered | 446 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $15,684 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $313,687 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,705 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | SENTINEL FINANCIAL SOLUTIONS |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | 000010161766 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010161766 | | Number of Individuals Covered | 517 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $8,546 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $75,779 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,789 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | SENTINEL FINANCIAL SOLUTIONS INC. |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3337051 |
| Policy instance | 3 |
| Insurance contract or identification number | 3337051 | | Number of Individuals Covered | 773 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $126,706 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $551,094 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $92,764 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | CHARON PLANNING |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 706099 |
| Policy instance | 3 |
| Insurance contract or identification number | 706099 | | Number of Individuals Covered | 805 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $130,300 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,243,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $130,300 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 866599G |
| Policy instance | 2 |
| Insurance contract or identification number | 866599G | | Number of Individuals Covered | 496 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $23,423 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACC DEATH AND DISMEMBERMENT BASIC | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,423 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | CENTERSTONE INS & FINANCIAL |
|
| DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 ) |
| Policy contract number | 1899 |
| Policy instance | 1 |
| Insurance contract or identification number | 1899 | | Number of Individuals Covered | 458 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $15,536 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $310,705 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,661 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INSURANCE BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | SENTINEL FINANCIAL SOLUTIONS |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 706099 |
| Policy instance | 3 |
| Insurance contract or identification number | 706099 | | Number of Individuals Covered | 783 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $161,302 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,072,358 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 866599G |
| Policy instance | 2 |
| Insurance contract or identification number | 866599G | | Number of Individuals Covered | 497 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $24,711 | | Total amount of fees paid to insurance company | USD $6,865 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACC DEATH AND DISMEMBERMENT BASIC | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 ) |
| Policy contract number | 1899 |
| Policy instance | 1 |
| Insurance contract or identification number | 1899 | | Number of Individuals Covered | 448 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $15,263 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $305,286 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 706099 |
| Policy instance | 3 |
| Insurance contract or identification number | 706099 | | Number of Individuals Covered | 768 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $157,000 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,950,472 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 866599G |
| Policy instance | 2 |
| Insurance contract or identification number | 866599G | | Number of Individuals Covered | 497 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $24,711 | | Total amount of fees paid to insurance company | USD $6,865 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACC DEATH AND DISMEMBERMENT BASIC | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 ) |
| Policy contract number | 1899 |
| Policy instance | 1 |
| Insurance contract or identification number | 1899 | | Number of Individuals Covered | 433 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $14,787 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $295,755 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
