TURTLE & HUGHES, INC. has sponsored the creation of one or more 401k plans.
Additional information about TURTLE & HUGHES, INC.
Submission information for form 5500 for 401k plan TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN
401k plan membership statisitcs for TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN
HORIZONS HEALTH CARE SERVICES INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 76328 |
Policy instance | 4 |
Insurance contract or identification number | 76328 | Number of Individuals Covered | 387 | Insurance policy start date | 2022-02-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $48,363 | Welfare Benefit Premiums Paid to Carrier | USD $685,484 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $48,363 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877632G |
Policy instance | 3 |
Insurance contract or identification number | 877632G | Total amount of fees paid to insurance company | USD $33,403 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $269,215 | Amount paid for insurance broker fees | 33403 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0837105 |
Policy instance | 2 |
Insurance contract or identification number | 0837105 | Total amount of commissions paid to insurance broker | USD $17,135 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $437,724 | Commission paid to Insurance Broker | USD $17,135 |
|
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 1 |
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 ) |
Policy contract number | |
Policy instance | 5 |
Total amount of commissions paid to insurance broker | USD $2,749 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $54,973 | Commission paid to Insurance Broker | USD $2,749 |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3332124 |
Policy instance | 4 |
Insurance contract or identification number | 3332124 | Number of Individuals Covered | 111 | Insurance policy start date | 2021-02-01 | Insurance policy end date | 2022-01-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $126,386 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Other welfare benefits provided | PREPAID DENTAL | Welfare Benefit Premiums Paid to Carrier | USD $2,503,108 | Additional information about fees paid to insurance broker | BENEFIT ADVISOR PAYMENTS | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 126386 |
|
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2021-02-01 | Insurance policy end date | 2022-01-31 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0837105 |
Policy instance | 2 |
Insurance contract or identification number | 0837105 | Number of Individuals Covered | 946 | Insurance policy start date | 2021-02-01 | Insurance policy end date | 2022-01-31 | Total amount of commissions paid to insurance broker | USD $17,678 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $471,975 | Commission paid to Insurance Broker | USD $17,678 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877632G |
Policy instance | 3 |
Insurance contract or identification number | 877632G | Number of Individuals Covered | 2034 | Insurance policy start date | 2021-02-01 | Insurance policy end date | 2022-01-31 | Total amount of commissions paid to insurance broker | USD $8,689 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $218,915 | Commission paid to Insurance Broker | USD $8,689 |
|
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 674 | Insurance policy start date | 2021-02-01 | Insurance policy end date | 2022-01-31 | Total amount of commissions paid to insurance broker | USD $3,546 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $70,927 | Commission paid to Insurance Broker | USD $3,546 |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Dental Insurance Welfare Benefit | Yes |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $59,944 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $799,257 | Commission paid to Insurance Broker | USD $59,944 |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Long Term Disability Insurance Welfare Benefit | Yes |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540073 |
Policy instance | 5 |
Insurance contract or identification number | SLM540073 | Health Insurance Welfare Benefit | Yes |
|
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 6 |
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0837105 |
Policy instance | 7 |
Insurance contract or identification number | 0837105 | Number of Individuals Covered | 1055 | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $15,419 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $487,866 | Commission paid to Insurance Broker | USD $15,419 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31730 |
Policy instance | 8 |
Insurance contract or identification number | HCL31730 |
|
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 |
|
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 ) |
Policy contract number | |
Policy instance | 13 |
Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $3,591 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,819 | Commission paid to Insurance Broker | USD $3,591 |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3332124 |
Policy instance | 12 |
Insurance contract or identification number | 3332124 | Number of Individuals Covered | 134 | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $148,425 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Other welfare benefits provided | PREPAID DENTAL | Welfare Benefit Premiums Paid to Carrier | USD $2,954,311 | Additional information about fees paid to insurance broker | BENEFIT ADVISOR PAYMENTS | Commission paid to Insurance Broker | USD $148,425 |
|
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 15990 |
Policy instance | 11 |
Insurance contract or identification number | 15990 | Number of Individuals Covered | 407 | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Health Insurance Welfare Benefit | Yes |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30065092 |
Policy instance | 10 |
Insurance contract or identification number | 30065092 | Vision Insurance Welfare Benefit | Yes |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877632G |
Policy instance | 9 |
Insurance contract or identification number | 877632G | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $8,828 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $275,664 | Commission paid to Insurance Broker | USD $8,828 |
|
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 ) |
Policy contract number | |
Policy instance | 13 |
Vision Insurance Welfare Benefit | Yes |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3332124 |
Policy instance | 12 |
Insurance contract or identification number | 3332124 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Other welfare benefits provided | PREPAID DENTAL | Additional information about fees paid to insurance broker | BENEFIT ADVISOR PAYMENTS |
|
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 15990 |
Policy instance | 11 |
Insurance contract or identification number | 15990 | Number of Individuals Covered | 447 | Insurance policy start date | 2019-02-01 | Insurance policy end date | 2020-01-30 | Health Insurance Welfare Benefit | Yes |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30065092 |
Policy instance | 10 |
Insurance contract or identification number | 30065092 | Number of Individuals Covered | 363 | Insurance policy start date | 2019-02-01 | Insurance policy end date | 2020-01-20 | Total amount of commissions paid to insurance broker | USD $3,527 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $70,534 | Commission paid to Insurance Broker | USD $3,527 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877632G |
Policy instance | 9 |
Insurance contract or identification number | 877632G | Life Insurance Welfare Benefit | Yes |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0837105 |
Policy instance | 7 |
Insurance contract or identification number | 0837105 | Dental Insurance Welfare Benefit | Yes |
|
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2019-02-01 | Insurance policy end date | 2020-01-30 | Welfare Benefit Premiums Paid to Carrier | USD $702,263 |
|
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Dental Insurance Welfare Benefit | Yes |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540073 |
Policy instance | 5 |
Insurance contract or identification number | SLM540073 | Health Insurance Welfare Benefit | Yes |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Long Term Disability Insurance Welfare Benefit | Yes |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Life Insurance Welfare Benefit | Yes |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31730 |
Policy instance | 8 |
Insurance contract or identification number | HCL31730 | Number of Individuals Covered | 438 | Insurance policy start date | 2019-02-01 | Insurance policy end date | 2020-01-31 | Total amount of commissions paid to insurance broker | USD $70,697 | Welfare Benefit Premiums Paid to Carrier | USD $795,454 | Commission paid to Insurance Broker | USD $49,725 |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Number of Individuals Covered | 204 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 15990 |
Policy instance | 11 |
Insurance contract or identification number | 15990 | Number of Individuals Covered | 440 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $325,358 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30065092 |
Policy instance | 10 |
Insurance contract or identification number | 30065092 | Number of Individuals Covered | 322 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $3,878 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $77,552 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,878 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877632G |
Policy instance | 9 |
Insurance contract or identification number | 877632G | Number of Individuals Covered | 784 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $8,734 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $256,618 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,734 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31730 |
Policy instance | 8 |
Insurance contract or identification number | HCL31730 | Number of Individuals Covered | 431 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $95,183 | Welfare Benefit Premiums Paid to Carrier | USD $710,414 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $95,183 |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3332124 |
Policy instance | 12 |
Insurance contract or identification number | 3332124 | Number of Individuals Covered | 167 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $339 | Total amount of fees paid to insurance company | USD $154,474 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Other welfare benefits provided | PREPAID DENTAL | Welfare Benefit Premiums Paid to Carrier | USD $3,096,357 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $339 | Amount paid for insurance broker fees | 154474 | Additional information about fees paid to insurance broker | BENEFIT ADVISOR PAYMENTS |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0837105 |
Policy instance | 7 |
Insurance contract or identification number | 0837105 | Number of Individuals Covered | 1099 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $23,144 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $517,561 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $23,144 |
|
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $523,869 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540073 |
Policy instance | 5 |
Insurance contract or identification number | SLM540073 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $62,097 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $413,982 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $62,097 |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 465 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $5,352 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $135,248 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,352 |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 692 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,455 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,270 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,455 |
|
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 ) |
Policy contract number | |
Policy instance | 13 |
Number of Individuals Covered | 708 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $3,482 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $69,635 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,482 |
|
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of fees paid to insurance company | USD $45,363 | Welfare Benefit Premiums Paid to Carrier | USD $302,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 45363 |
|
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-01 | Total amount of fees paid to insurance company | USD $45,363 | Welfare Benefit Premiums Paid to Carrier | USD $302,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 45363 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Number of Individuals Covered | 204 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2018-01-01 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 692 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,455 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,270 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,455 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 465 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $5,352 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $135,248 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,352 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540073 |
Policy instance | 5 |
Insurance contract or identification number | SLM540073 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-31 | Total amount of commissions paid to insurance broker | USD $62,097 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $413,982 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $62,097 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
|
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $523,869 | 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: 60054 ) |
Policy contract number | 0837105 |
Policy instance | 7 |
Insurance contract or identification number | 0837105 | Number of Individuals Covered | 772 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $26,637 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $494,905 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26,637 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31730 |
Policy instance | 8 |
Insurance contract or identification number | HCL31730 | Number of Individuals Covered | 448 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-01 | Total amount of commissions paid to insurance broker | USD $102,936 | Welfare Benefit Premiums Paid to Carrier | USD $686,242 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $102,936 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 877632G |
Policy instance | 9 |
Insurance contract or identification number | 877632G | Number of Individuals Covered | 772 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $21,569 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $266,121 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,569 | Insurance broker name | INNOVATIVE RISK SOLUTIONS INC |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 30065092 |
Policy instance | 10 |
Insurance contract or identification number | 30065092 | Number of Individuals Covered | 322 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-31 | Total amount of commissions paid to insurance broker | USD $3,878 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $77,552 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,878 | Insurance broker name | INNOVATIVE RISK SOLUTIONS INC |
|
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 15990 |
Policy instance | 11 |
Insurance contract or identification number | 15990 | Number of Individuals Covered | 473 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $376,596 | 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: 60054 ) |
Policy contract number | 0837105 |
Policy instance | 7 |
Insurance contract or identification number | 0837105 | Number of Individuals Covered | 1050 | Insurance policy start date | 2015-02-01 | Insurance policy end date | 2016-01-31 | Total amount of commissions paid to insurance broker | USD $21,450 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $432,383 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,450 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Number of Individuals Covered | 204 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540073 |
Policy instance | 5 |
Insurance contract or identification number | SLM540073 | Insurance policy start date | 2015-02-01 | Insurance policy end date | 2016-01-31 | Total amount of commissions paid to insurance broker | USD $62,097 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $413,982 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $62,097 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 465 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $5,352 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $135,248 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,352 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL31730 |
Policy instance | 8 |
Insurance contract or identification number | HCL31730 | Number of Individuals Covered | 460 | Insurance policy start date | 2015-02-01 | Insurance policy end date | 2016-01-31 | Total amount of commissions paid to insurance broker | USD $95,013 | Welfare Benefit Premiums Paid to Carrier | USD $633,423 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $95,013 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
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STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 | Insurance policy start date | 2015-02-01 | Insurance policy end date | 2016-01-31 | Total amount of fees paid to insurance company | USD $45,363 | Welfare Benefit Premiums Paid to Carrier | USD $302,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 45363 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 692 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,455 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,270 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,455 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
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EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $523,869 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $523,869 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0837105 |
Policy instance | 7 |
Insurance contract or identification number | 0837105 | Number of Individuals Covered | 875 | Insurance policy start date | 2013-12-01 | Insurance policy end date | 2014-11-30 | Total amount of commissions paid to insurance broker | USD $18,054 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $374,222 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,054 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540073 |
Policy instance | 5 |
Insurance contract or identification number | SLM540073 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-31 | Total amount of commissions paid to insurance broker | USD $62,097 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $413,982 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $62,097 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 626 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $3,398 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $72,277 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,398 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 421 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,289 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $128,823 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,289 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Number of Individuals Covered | 204 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-31 | Total amount of fees paid to insurance company | USD $45,363 | Welfare Benefit Premiums Paid to Carrier | USD $302,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 45363 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC |
|
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 | Insurance policy start date | 2013-02-01 | Insurance policy end date | 2013-01-31 | Total amount of fees paid to insurance company | USD $45,363 | Welfare Benefit Premiums Paid to Carrier | USD $302,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 45363 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 520 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $6,098 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $51,130 | Commission paid to Insurance Broker | USD $3,049 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 366 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $5,049 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $104,510 | Commission paid to Insurance Broker | USD $0 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540073 |
Policy instance | 5 |
Insurance contract or identification number | SLM540073 | Insurance policy start date | 2013-02-01 | Insurance policy end date | 2014-01-31 | Total amount of commissions paid to insurance broker | USD $62,097 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $413,982 | Commission paid to Insurance Broker | USD $62,097 | Insurance broker name | INNOVATIVE RISK SOLUTIONS |
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EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $507,827 |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Number of Individuals Covered | 204 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,928 |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Number of Individuals Covered | 204 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2013-01-01 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 520 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,049 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $55,130 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 366 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $5,049 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $104,510 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,049 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC. |
|
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Total amount of commissions paid to insurance broker | USD $45,363 | Welfare Benefit Premiums Paid to Carrier | USD $302,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $45,363 | Insurance broker name | INNOVATIVE RISK SOLUTIONS, INC |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Number of Individuals Covered | 204 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2012-01-01 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 11/648 |
Policy instance | 1 |
Insurance contract or identification number | 11/648 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-01-31 | Total amount of commissions paid to insurance broker | USD $45,363 | Welfare Benefit Premiums Paid to Carrier | USD $302,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 344 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $4,714 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,287 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 485 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,662 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $42,619 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 3 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 475 | Insurance policy start date | 2010-02-01 | Insurance policy end date | 2011-01-31 | Total amount of commissions paid to insurance broker | USD $2,524 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,330 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 3332124 |
Policy instance | 5 |
Insurance contract or identification number | 3332124 | Number of Individuals Covered | 65 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $32,832 | Total amount of fees paid to insurance company | USD $15,039 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Other welfare benefits provided | PREPAID DENTAL | Welfare Benefit Premiums Paid to Carrier | USD $717,728 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 200991 |
Policy instance | 4 |
Insurance contract or identification number | 200991 | Number of Individuals Covered | 329 | Insurance policy start date | 2010-02-01 | Insurance policy end date | 2011-01-31 | Total amount of commissions paid to insurance broker | USD $4,714 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,422 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 057-7264-00 |
Policy instance | 2 |
Insurance contract or identification number | 057-7264-00 | Number of Individuals Covered | 244 | Insurance policy start date | 2010-02-01 | Insurance policy end date | 2011-02-01 | Total amount of commissions paid to insurance broker | USD $7,339 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $155,470 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|