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SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameSONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN
Plan identification number 503

SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

SONWIL DISTRIBUTION CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SONWIL DISTRIBUTION CENTER, INC.
Employer identification number (EIN):160911273
NAIC Classification:493100

Additional information about SONWIL DISTRIBUTION CENTER, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1962-12-17
Company Identification Number: 152818
Legal Registered Office Address: 2732 Transit Road
Erie
BUFFALO
United States of America (USA)
14224

More information about SONWIL DISTRIBUTION CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-03-01
5032021-02-28
5032020-02-29
5032019-03-01
5032018-03-01
5032018-03-01
5032017-03-01ADRIENNE SCHREIER
5032016-03-01ADRIENNE SCHREIER
5032015-03-01ADRIENNE SCHREIER
5032014-03-01ADRIENNE SCHREIER
5032013-03-01PETER WILSON
5032012-03-01PETER WILSON

Plan Statistics for SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN

401k plan membership statisitcs for SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN

Measure Date Value
2022: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-01372
Total number of active participants reported on line 7a of the Form 55002022-03-01325
Number of retired or separated participants receiving benefits2022-03-017
Total of all active and inactive participants2022-03-01332
2021: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-28419
Total number of active participants reported on line 7a of the Form 55002021-02-28370
Number of retired or separated participants receiving benefits2021-02-282
Total of all active and inactive participants2021-02-28372
2020: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-29326
Total number of active participants reported on line 7a of the Form 55002020-02-29388
Number of retired or separated participants receiving benefits2020-02-2931
Total of all active and inactive participants2020-02-29419
2019: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01294
Number of retired or separated participants receiving benefits2019-03-01323
Number of other retired or separated participants entitled to future benefits2019-03-013
Total of all active and inactive participants2019-03-01326
2018: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01265
Total number of active participants reported on line 7a of the Form 55002018-03-01293
Number of retired or separated participants receiving benefits2018-03-011
Total of all active and inactive participants2018-03-01294
2017: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01208
Total number of active participants reported on line 7a of the Form 55002017-03-01265
Total of all active and inactive participants2017-03-01265
2016: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01210
Total number of active participants reported on line 7a of the Form 55002016-03-01208
Total of all active and inactive participants2016-03-01208
2015: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01188
Total number of active participants reported on line 7a of the Form 55002015-03-01210
Total of all active and inactive participants2015-03-01210
2014: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01166
Total number of active participants reported on line 7a of the Form 55002014-03-01188
Total of all active and inactive participants2014-03-01188
2013: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01120
Total number of active participants reported on line 7a of the Form 55002013-03-01166
Total of all active and inactive participants2013-03-01166
2012: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01114
Total number of active participants reported on line 7a of the Form 55002012-03-01120
Total of all active and inactive participants2012-03-01120

Form 5500 Responses for SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN

2022: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – General assets of the sponsorYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – General assets of the sponsorYes
2021: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-02-28Type of plan entitySingle employer plan
2021-02-28Plan funding arrangement – InsuranceYes
2021-02-28Plan funding arrangement – General assets of the sponsorYes
2021-02-28Plan benefit arrangement – InsuranceYes
2021-02-28Plan benefit arrangement – General assets of the sponsorYes
2020: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-02-29Type of plan entitySingle employer plan
2020-02-29Plan funding arrangement – InsuranceYes
2020-02-29Plan funding arrangement – General assets of the sponsorYes
2020-02-29Plan benefit arrangement – InsuranceYes
2020-02-29Plan benefit arrangement – General assets of the sponsorYes
2019: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan funding arrangement – General assets of the sponsorYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – General assets of the sponsorYes
2018: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedYes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan funding arrangement – General assets of the sponsorYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – General assets of the sponsorYes
2017: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan funding arrangement – General assets of the sponsorYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – General assets of the sponsorYes
2016: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan funding arrangement – General assets of the sponsorYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – General assets of the sponsorYes
2015: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan funding arrangement – General assets of the sponsorYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – General assets of the sponsorYes
2014: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – General assets of the sponsorYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – General assets of the sponsorYes
2013: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – General assets of the sponsorYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – General assets of the sponsorYes
2012: SONWIL DISTRIBUTION CENTER HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – General assets of the sponsorYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00548589
Policy instance 2
Insurance contract or identification number00548589
Number of Individuals Covered430
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $20,498
Total amount of fees paid to insurance companyUSD $14,069
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $301,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,498
Amount paid for insurance broker fees14069
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00417228
Policy instance 1
Insurance contract or identification number00417228
Number of Individuals Covered374
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $48,611
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,611
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00548589
Policy instance 2
Insurance contract or identification number00548589
Number of Individuals Covered381
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $18,394
Total amount of fees paid to insurance companyUSD $13,884
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $257,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,394
Amount paid for insurance broker fees13884
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00417228
Policy instance 1
Insurance contract or identification number00417228
Number of Individuals Covered395
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $45,726
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,726
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00548589
Policy instance 2
Insurance contract or identification number00548589
Number of Individuals Covered358
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $15,281
Total amount of fees paid to insurance companyUSD $9,228
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $228,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,281
Amount paid for insurance broker fees9228
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00417228
Policy instance 1
Insurance contract or identification number00417228
Number of Individuals Covered397
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $40,990
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,990
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00417228
Policy instance 1
Insurance contract or identification number00417228
Number of Individuals Covered361
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $40,959
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,959
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00548589
Policy instance 2
Insurance contract or identification number00548589
Number of Individuals Covered321
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $13,871
Total amount of fees paid to insurance companyUSD $7,697
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $207,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,871
Amount paid for insurance broker fees7697
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00417228
Policy instance 1
Insurance contract or identification number00417228
Number of Individuals Covered301
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $38,579
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,151
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00548589
Policy instance 2
Insurance contract or identification number00548589
Number of Individuals Covered286
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $12,743
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $181,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,743
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05926484
Policy instance 5
Insurance contract or identification numberTS05926484
Number of Individuals Covered263
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $7,273
Total amount of fees paid to insurance companyUSD $4,192
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,126
Amount paid for insurance broker fees4047
Insurance broker organization code?3
Insurance broker nameLAWLEY SERVICES INC
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSYK600239
Policy instance 4
Insurance contract or identification numberSYK600239
Number of Individuals Covered259
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $577
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTIAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $4,809
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $577
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGN600562
Policy instance 3
Insurance contract or identification numberSGN600562
Number of Individuals Covered259
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $3,140
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,140
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGE600313
Policy instance 2
Insurance contract or identification numberSGE600313
Number of Individuals Covered260
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $3,494
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,494
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00417228
Policy instance 1
Insurance contract or identification number00417228
Number of Individuals Covered301
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $38,579
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,579
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5926484
Policy instance 5
Insurance contract or identification number5926484
Number of Individuals Covered165
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $49
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees35
Insurance broker organization code?3
Insurance broker nameLAWLEY SERVICES INC
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSYK600239
Policy instance 4
Insurance contract or identification numberSYK600239
Number of Individuals Covered202
Insurance policy start date2015-03-01
Insurance policy end date2016-03-01
Total amount of commissions paid to insurance brokerUSD $418
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTIAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $3,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $418
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGN600562
Policy instance 3
Insurance contract or identification numberSGN600562
Number of Individuals Covered202
Insurance policy start date2015-03-01
Insurance policy end date2016-03-01
Total amount of commissions paid to insurance brokerUSD $2,463
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,463
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberSGE600313
Policy instance 2
Insurance contract or identification numberSGE600313
Number of Individuals Covered202
Insurance policy start date2015-03-01
Insurance policy end date2016-03-01
Total amount of commissions paid to insurance brokerUSD $2,734
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,734
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00417228
Policy instance 1
Insurance contract or identification number00417228
Number of Individuals Covered238
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $34,944
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,944
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00417228
Policy instance 1
Insurance contract or identification number00417228
Number of Individuals Covered242
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $34,607
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,607
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010125445
Policy instance 2
Insurance contract or identification number000010125445
Number of Individuals Covered181
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $2,678
Total amount of fees paid to insurance companyUSD $1,152
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $38,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,678
Amount paid for insurance broker fees1152
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract numberAC064629
Policy instance 3
Insurance contract or identification numberAC064629
Number of Individuals Covered112
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $1,859
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,859
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010125446
Policy instance 4
Insurance contract or identification number000010125446
Number of Individuals Covered179
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $2,900
Total amount of fees paid to insurance companyUSD $645
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,900
Amount paid for insurance broker fees645
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010125446
Policy instance 4
Insurance contract or identification number000010125446
Number of Individuals Covered158
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $2,374
Total amount of fees paid to insurance companyUSD $618
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,374
Amount paid for insurance broker fees618
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract numberAC064629
Policy instance 3
Insurance contract or identification numberAC064629
Number of Individuals Covered96
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010125445
Policy instance 2
Insurance contract or identification number000010125445
Number of Individuals Covered160
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $2,458
Total amount of fees paid to insurance companyUSD $1,087
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $28,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,458
Amount paid for insurance broker fees1087
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00040814
Policy instance 1
Insurance contract or identification number00040814
Number of Individuals Covered109
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $43,790
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,790
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010125445
Policy instance 2
Insurance contract or identification number000010125445
Number of Individuals Covered119
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $2,087
Total amount of fees paid to insurance companyUSD $1,582
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $22,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,087
Amount paid for insurance broker fees1582
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract numberAC064629
Policy instance 3
Insurance contract or identification numberAC064629
Number of Individuals Covered77
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $2,028
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,028
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00040814
Policy instance 1
Insurance contract or identification number00040814
Number of Individuals Covered89
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $38,470
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $731,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,470
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP, LLC

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