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THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 401k Plan overview

Plan NameTHE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN
Plan identification number 502

THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

THE POKEMON COMPANY INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE POKEMON COMPANY INTERNATIONAL, INC.
Employer identification number (EIN):134171476
NAIC Classification:423920
NAIC Description:Toy and Hobby Goods and Supplies Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01COLLETTE CLEMENS2022-08-08
5022020-12-01COLLETTE CLEMENS2021-07-07
5022019-12-01COLLETTE CLEMENS2021-07-07
5022018-12-01WENDY GILLIHAN2020-04-15
5022017-12-01BONNIE MARTELL2019-04-22
5022016-12-01
5022016-12-01BONNIE MARTELL2018-06-13
5022015-12-01IRENE TCRUZ SHIMIZU
5022014-12-01IRENE TCRUZ SHIMIZU
5022013-12-01JENNIFER SAUCEDA
5022012-12-01ERICA HUFFMAN
5022011-12-01TODD STROH
5022010-12-01TODD STROH

Plan Statistics for THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN

401k plan membership statisitcs for THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN

Measure Date Value
2022: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01657
Total number of active participants reported on line 7a of the Form 55002022-01-01818
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01818
2021: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01552
Total number of active participants reported on line 7a of the Form 55002021-01-01652
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01657
Number of employers contributing to the scheme2021-01-010
2020: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-01529
Total number of active participants reported on line 7a of the Form 55002020-12-01536
Number of retired or separated participants receiving benefits2020-12-017
Number of other retired or separated participants entitled to future benefits2020-12-010
Total of all active and inactive participants2020-12-01543
Number of employers contributing to the scheme2020-12-010
2019: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-01430
Total number of active participants reported on line 7a of the Form 55002019-12-01529
Number of retired or separated participants receiving benefits2019-12-016
Number of other retired or separated participants entitled to future benefits2019-12-010
Total of all active and inactive participants2019-12-01535
Number of employers contributing to the scheme2019-12-010
2018: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01385
Total number of active participants reported on line 7a of the Form 55002018-12-01421
Number of retired or separated participants receiving benefits2018-12-014
Number of other retired or separated participants entitled to future benefits2018-12-010
Total of all active and inactive participants2018-12-01425
Number of employers contributing to the scheme2018-12-010
2017: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01356
Total number of active participants reported on line 7a of the Form 55002017-12-01382
Number of retired or separated participants receiving benefits2017-12-013
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-01385
Number of employers contributing to the scheme2017-12-010
2016: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01252
Total number of active participants reported on line 7a of the Form 55002016-12-01323
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-01323
2015: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01209
Total number of active participants reported on line 7a of the Form 55002015-12-01249
Number of retired or separated participants receiving benefits2015-12-013
Number of other retired or separated participants entitled to future benefits2015-12-010
Total of all active and inactive participants2015-12-01252
2014: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01172
Total number of active participants reported on line 7a of the Form 55002014-12-01203
Number of retired or separated participants receiving benefits2014-12-011
Number of other retired or separated participants entitled to future benefits2014-12-010
Total of all active and inactive participants2014-12-01204
2013: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-01143
Total number of active participants reported on line 7a of the Form 55002013-12-01165
Number of retired or separated participants receiving benefits2013-12-012
Number of other retired or separated participants entitled to future benefits2013-12-010
Total of all active and inactive participants2013-12-01167
2012: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-01133
Total number of active participants reported on line 7a of the Form 55002012-12-01144
Number of retired or separated participants receiving benefits2012-12-012
Number of other retired or separated participants entitled to future benefits2012-12-010
Total of all active and inactive participants2012-12-01146
2011: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-01131
Total number of active participants reported on line 7a of the Form 55002011-12-01133
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-010
Total of all active and inactive participants2011-12-01133
2010: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-01111
Total number of active participants reported on line 7a of the Form 55002010-12-01124
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-010
Total of all active and inactive participants2010-12-01124

Form 5500 Responses for THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN

2022: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – General assets of the sponsorYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – General assets of the sponsorYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – General assets of the sponsorYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – General assets of the sponsorYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedYes
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – General assets of the sponsorYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – General assets of the sponsorYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – General assets of the sponsorYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – General assets of the sponsorYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – General assets of the sponsorYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – General assets of the sponsorYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement – General assets of the sponsorYes
2010: THE POKEMON COMPANY INTERNATIONAL WELFARE BENEFITS PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01First time form 5500 has been submittedYes
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – General assets of the sponsorYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BG42
Policy instance 1
Insurance contract or identification numberGLUG0BG42
Number of Individuals Covered818
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $67,263
Total amount of fees paid to insurance companyUSD $22,804
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 BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT AND CRITICAL ILLNESS
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 $682,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,263
Insurance broker organization code?3
Amount paid for insurance broker fees22804
Additional information about fees paid to insurance brokerOTHER COMPENSATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BG42
Policy instance 2
Insurance contract or identification numberGLUG0BG42
Number of Individuals Covered650
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $82,911
Total amount of fees paid to insurance companyUSD $25,854
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $552,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,911
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerOTHER COMPENSATION
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1038808
Policy instance 1
Insurance contract or identification number1038808
Number of Individuals Covered1331
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $415,668
Total amount of fees paid to insurance companyUSD $110,630
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,544,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $415,668
Amount paid for insurance broker fees110630
Additional information about fees paid to insurance brokerPREFERRED PRODUCER PROGRAM
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BG42
Policy instance 2
Insurance contract or identification numberGLUG0BG42
Number of Individuals Covered536
Insurance policy start date2020-12-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,408
Total amount of fees paid to insurance companyUSD $11,853
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $36,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees11853
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1038808
Policy instance 1
Insurance contract or identification number1038808
Number of Individuals Covered1120
Insurance policy start date2020-12-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $30,946
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $858,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,946
Amount paid for insurance broker fees0
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1038808
Policy instance 1
Insurance contract or identification number1038808
Number of Individuals Covered1122
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $348,191
Total amount of fees paid to insurance companyUSD $71,104
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,661,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $348,191
Amount paid for insurance broker fees71104
Additional information about fees paid to insurance brokerPREFERRED PRODUCER PROGRAM
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BG42
Policy instance 2
Insurance contract or identification numberGLUG0BG42
Number of Individuals Covered529
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $58,434
Total amount of fees paid to insurance companyUSD $23,738
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $389,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,434
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerOTHER COMPENSATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BG42
Policy instance 2
Insurance contract or identification numberGLUG0BG42
Number of Individuals Covered431
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $50,560
Total amount of fees paid to insurance companyUSD $20,669
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $359,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,560
Amount paid for insurance broker fees14225
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1038808
Policy instance 1
Insurance contract or identification number1038808
Number of Individuals Covered920
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $298,236
Total amount of fees paid to insurance companyUSD $81,528
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,274,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $298,236
Amount paid for insurance broker fees81528
Additional information about fees paid to insurance brokerPREFERRED PRODUCER PROGRAM
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10135568
Policy instance 2
Insurance contract or identification number10135568
Number of Individuals Covered375
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $56,740
Total amount of fees paid to insurance companyUSD $2,978
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $384,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1038808
Policy instance 1
Insurance contract or identification number1038808
Number of Individuals Covered376
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $277,448
Total amount of fees paid to insurance companyUSD $74,612
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,696,521
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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