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CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 401k Plan overview

Plan NameCAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN
Plan identification number 501

CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT 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)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

CAMERON FABRICATING EMPLOYEE HEALTH BENEFITS has sponsored the creation of one or more 401k plans.

Company Name:CAMERON FABRICATING EMPLOYEE HEALTH BENEFITS
Employer identification number (EIN):161206646
NAIC Classification:333200

Additional information about CAMERON FABRICATING EMPLOYEE HEALTH BENEFITS

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1983-09-16
Company Identification Number: 868146
Legal Registered Office Address: 727 BLOSTEIN BLVD
Chemung
HORSEHEADS
United States of America (USA)
14845

More information about CAMERON FABRICATING EMPLOYEE HEALTH BENEFITS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-10-01STACY GABEL2024-03-15
5012021-10-01STACY GABEL2023-03-09
5012020-10-01STACY GABEL2022-07-06
5012019-10-01
5012018-10-01
5012017-10-01
5012016-10-01
5012015-10-01
5012014-10-01
5012013-10-01
5012012-10-01MATTHEW SHARPE
5012011-10-01TAMARA GURNSEY BERRY COKELY2013-07-09
5012010-10-01TAMARA GURNSEY
5012009-10-01TAMARA GURNSEY
5012008-10-01

Plan Statistics for CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN

401k plan membership statisitcs for CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN

Measure Date Value
2022: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01152
Total number of active participants reported on line 7a of the Form 55002022-10-0171
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-0171
Number of employers contributing to the scheme2022-10-010
2021: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01124
Total number of active participants reported on line 7a of the Form 55002021-10-01152
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01152
Number of employers contributing to the scheme2021-10-010
2020: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01127
Total number of active participants reported on line 7a of the Form 55002020-10-01124
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01124
Number of employers contributing to the scheme2020-10-010
2019: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01209
Total number of active participants reported on line 7a of the Form 55002019-10-01124
Number of retired or separated participants receiving benefits2019-10-013
Total of all active and inactive participants2019-10-01127
Total participants2019-10-01127
2018: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01201
Total number of active participants reported on line 7a of the Form 55002018-10-01206
Number of retired or separated participants receiving benefits2018-10-013
Total of all active and inactive participants2018-10-01209
Total participants2018-10-01209
2017: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01185
Total number of active participants reported on line 7a of the Form 55002017-10-01201
Total of all active and inactive participants2017-10-01201
Total participants2017-10-01201
2016: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01184
Total number of active participants reported on line 7a of the Form 55002016-10-01185
Total of all active and inactive participants2016-10-01185
2015: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01196
Total number of active participants reported on line 7a of the Form 55002015-10-01184
Total of all active and inactive participants2015-10-01184
2014: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01170
Total number of active participants reported on line 7a of the Form 55002014-10-01196
Total of all active and inactive participants2014-10-01196
2013: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01171
Total number of active participants reported on line 7a of the Form 55002013-10-01170
Total of all active and inactive participants2013-10-01170
2012: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01167
Total number of active participants reported on line 7a of the Form 55002012-10-01171
Total of all active and inactive participants2012-10-01171
2011: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01211
Total number of active participants reported on line 7a of the Form 55002011-10-01167
Total of all active and inactive participants2011-10-01167
2010: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01189
Total number of active participants reported on line 7a of the Form 55002010-10-01211
Number of retired or separated participants receiving benefits2010-10-010
Total of all active and inactive participants2010-10-01211
2009: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01172
Total number of active participants reported on line 7a of the Form 55002009-10-01187
Number of retired or separated participants receiving benefits2009-10-012
Total of all active and inactive participants2009-10-01189

Financial Data on CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN

Measure Date Value
2018 : CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2018 401k financial data
Value of total assets at end of year2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30No
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in common/collective trusts at end of year2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Did the plan have assets held for investment2018-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No

Form 5500 Responses for CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN

2022: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – InsuranceYes
2021: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – General assets of the sponsorYes
2017: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – General assets of the sponsorYes
2016: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes
2012: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – General assets of the sponsorYes
2011: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes
2010: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – General assets of the sponsorYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – General assets of the sponsorYes
2009: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: CAMERON FABRICATING EMPLOYEES HEALTH BENEFIT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number113289
Policy instance 4
Insurance contract or identification number113289
Number of Individuals Covered142
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $79,873
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,194
Amount paid for insurance broker fees0
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXD1183
Policy instance 3
Insurance contract or identification numberXD1183
Number of Individuals Covered316
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,703
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 number948341
Policy instance 2
Insurance contract or identification number948341
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $166
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $166
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number902808
Policy instance 1
Insurance contract or identification number902808
Number of Individuals Covered168
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,568
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $55,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,879
Amount paid for insurance broker fees0
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberXD1183
Policy instance 1
Insurance contract or identification numberXD1183
Number of Individuals Covered340
Insurance policy start date2021-10-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number113289
Policy instance 2
Insurance contract or identification number113289
Number of Individuals Covered131
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $84,912
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $84,912
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number902808
Policy instance 3
Insurance contract or identification number902808
Number of Individuals Covered152
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,496
Total amount of fees paid to insurance companyUSD $0
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 $55,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,496
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number902808
Policy instance 4
Insurance contract or identification number902808
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberDCA05
Policy instance 3
Insurance contract or identification numberDCA05
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number55057
Policy instance 2
Insurance contract or identification number55057
Number of Individuals Covered130
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $6,762
Total amount of fees paid to insurance companyUSD $0
Dental 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 $6,762
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number113289
Policy instance 1
Insurance contract or identification number113289
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number0055057
Policy instance 4
Insurance contract or identification number0055057
Number of Individuals Covered124
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number902809
Policy instance 3
Insurance contract or identification number902809
Number of Individuals Covered130
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number902808
Policy instance 2
Insurance contract or identification number902808
Number of Individuals Covered127
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00113289
Policy instance 1
Insurance contract or identification number00113289
Number of Individuals Covered121
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number902808
Policy instance 2
Insurance contract or identification number902808
Number of Individuals Covered278
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $10,685
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10685
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00113289
Policy instance 1
Insurance contract or identification number00113289
Number of Individuals Covered204
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $81,945
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees81945
Insurance broker organization code?3
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number902809
Policy instance 3
Insurance contract or identification number902809
Number of Individuals Covered278
Total amount of fees paid to insurance companyUSD $2,438
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2438
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number0055057
Policy instance 4
Insurance contract or identification number0055057
Number of Individuals Covered209
Total amount of fees paid to insurance companyUSD $7,887
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7887
Insurance broker organization code?3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number0055057
Policy instance 4
Insurance contract or identification number0055057
Number of Individuals Covered208
Total amount of commissions paid to insurance brokerUSD $430
Dental Insurance Welfare BenefitYes
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 number902809
Policy instance 3
Insurance contract or identification number902809
Number of Individuals Covered256
Total amount of commissions paid to insurance brokerUSD $1,709
Temporary Disability Insurance Welfare BenefitYes
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 number902808
Policy instance 2
Insurance contract or identification number902808
Number of Individuals Covered238
Total amount of commissions paid to insurance brokerUSD $10,108
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00113289
Policy instance 1
Insurance contract or identification number00113289
Number of Individuals Covered201
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $89,036
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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