HIGH BRIDGE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about HIGH BRIDGE ASSOCIATES, INC.
Submission information for form 5500 for 401k plan HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED
401k plan membership statisitcs for HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED
| Measure | Date | Value |
|---|
| 2021: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 183 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 19 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 19 |
| 2020: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 188 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 178 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 5 |
| Total of all active and inactive participants | 2020-05-01 | 183 |
| 2019: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 187 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 179 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 9 |
| Total of all active and inactive participants | 2019-05-01 | 188 |
| 2018: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 198 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 166 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 21 |
| Total of all active and inactive participants | 2018-05-01 | 187 |
| 2017: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 164 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 192 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 6 |
| Total of all active and inactive participants | 2017-05-01 | 198 |
| 2016: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 159 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 5 |
| Total of all active and inactive participants | 2016-05-01 | 164 |
| 2015: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 142 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 6 |
| Total of all active and inactive participants | 2015-05-01 | 148 |
| 2014: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 137 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 6 |
| Total of all active and inactive participants | 2014-05-01 | 143 |
| 2013: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 109 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 8 |
| Total of all active and inactive participants | 2013-05-01 | 117 |
| 2012: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 120 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 15 |
| Total of all active and inactive participants | 2012-05-01 | 135 |
| 2021: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Mulitple employer plan |
| 2021-05-01 | This submission is the final filing | Yes |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Mulitple employer plan |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Mulitple employer plan |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Mulitple employer plan |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Mulitple employer plan |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Mulitple employer plan |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Mulitple employer plan |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Mulitple employer plan |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Mulitple employer plan |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: HIGH BRIDGE ASSOCIATES, INCORPORATED AND WORK MANAGEMENT, INCORPORATED 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Mulitple employer plan |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
| Policy contract number | GB0108 |
| Policy instance | 2 |
| Insurance contract or identification number | GB0108 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | 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 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | INCENTIVES, EDUCATION, COMMUNICATION AND TRAINING | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0009S319 |
| Policy instance | 1 |
| Insurance contract or identification number | 0009S319 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $4,247 | | Total amount of fees paid to insurance company | USD $490 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPL LIFE,AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $32,323 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,247 | | Amount paid for insurance broker fees | 490 | | Additional information about fees paid to insurance broker | INCENTIVES, EDUCATION, COMMUNICATION AND TRAINING | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
| Policy contract number | GB0108 |
| Policy instance | 2 |
| Insurance contract or identification number | GB0108 | | Number of Individuals Covered | 177 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $115,298 | | Total amount of fees paid to insurance company | USD $5,805 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,260,686 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $115,298 | | Amount paid for insurance broker fees | 5805 | | Additional information about fees paid to insurance broker | INCENTIVES, EDUCATION, COMMUNICATION AND TRAINING | | Insurance broker organization code? | 3 |
|
| GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 ) |
| Policy contract number | GA3225 |
| Policy instance | 1 |
| Insurance contract or identification number | GA3225 | | Number of Individuals Covered | 258 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $22,525 | | Total amount of fees paid to insurance company | USD $5,333 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPL LIFE,AD&D,SUPPL AD&D,CRIT ILL | | Welfare Benefit Premiums Paid to Carrier | USD $149,706 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,525 | | Amount paid for insurance broker fees | 5333 | | Additional information about fees paid to insurance broker | INCENTIVES, EDUCATION, COMMUNICATION AND TRAINING | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
| Policy contract number | GB0108 |
| Policy instance | 2 |
| Insurance contract or identification number | GB0108 | | Number of Individuals Covered | 176 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $99,187 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,414,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $99,187 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 ) |
| Policy contract number | GA3225 |
| Policy instance | 1 |
| Insurance contract or identification number | GA3225 | | Number of Individuals Covered | 243 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $19,214 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPL LIFE,AD&D,SUPPL AD&D,CRIT ILL | | Welfare Benefit Premiums Paid to Carrier | USD $164,633 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,214 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0835521 |
| Policy instance | 2 |
| Insurance contract or identification number | 0835521 | | Number of Individuals Covered | 364 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $12,578 | | Total amount of fees paid to insurance company | USD $5,475 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,228,390 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,407 | | Amount paid for insurance broker fees | 5475 | | Additional information about fees paid to insurance broker | 2018 PREMIER PRODUCER MEDICAL NEW BUSINESS | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 305084 |
| Policy instance | 1 |
| Insurance contract or identification number | 305084 | | Number of Individuals Covered | 303 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $25,902 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPL LIFE,AD&D,SUPPL AD&D,CRIT ILL | | Welfare Benefit Premiums Paid to Carrier | USD $171,987 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,902 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 908166 |
| Policy instance | 2 |
| Insurance contract or identification number | 908166 | | Number of Individuals Covered | 498 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $112,940 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,265,340 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 111068 | | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES INC |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 305084 |
| Policy instance | 1 |
| Insurance contract or identification number | 305084 | | Number of Individuals Covered | 165 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $30,209 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPLEMENTAL LIFE, AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $202,268 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,209 | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES INC |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00613467 |
| Policy instance | 2 |
| Insurance contract or identification number | 00613467 | | Number of Individuals Covered | 214 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $96,063 | | Total amount of fees paid to insurance company | USD $33,891 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $603,526 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $96,063 | | Amount paid for insurance broker fees | 33891 | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00487026 |
| Policy instance | 1 |
| Insurance contract or identification number | 00487026 | | Number of Individuals Covered | 224 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $17,819 | | Total amount of fees paid to insurance company | USD $11,868 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPLEMENTAL LIFE, AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $311,674 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,819 | | Amount paid for insurance broker fees | 11868 | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 754451 |
| Policy instance | 2 |
| Insurance contract or identification number | 754451 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $74,543 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $1,390,109 | | 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 | | Amount paid for insurance broker fees | 74543 | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00487026 |
| Policy instance | 1 |
| Insurance contract or identification number | 00487026 | | Number of Individuals Covered | 201 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $18,051 | | Total amount of fees paid to insurance company | USD $9,080 | | 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 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPLEMENTAL LIFE, AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $262,542 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,051 | | Amount paid for insurance broker fees | 9080 | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 754451 |
| Policy instance | 2 |
| Insurance contract or identification number | 754451 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $69,404 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $1,319,516 | | 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 | | Amount paid for insurance broker fees | 69404 | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00487026 |
| Policy instance | 1 |
| Insurance contract or identification number | 00487026 | | Number of Individuals Covered | 161 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $20,363 | | Total amount of fees paid to insurance company | USD $7,610 | | 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 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPLEMENTAL LIFE, AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $272,281 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,275 | | Amount paid for insurance broker fees | 7610 | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 571239 |
| Policy instance | 2 |
| Insurance contract or identification number | 571239 | | Number of Individuals Covered | 298 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $77,935 | | Total amount of fees paid to insurance company | USD $9,194 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $1,454,075 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $77,935 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 9194 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker name | BB&T INSURANCE SERVICES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 302914 |
| Policy instance | 1 |
| Insurance contract or identification number | 302914 | | Number of Individuals Covered | 121 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $7,649 | | 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 | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | SUPPLEMENTAL LIFE, AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $110,104 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,649 | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00447391 |
| Policy instance | 1 |
| Insurance contract or identification number | 00447391 | | Number of Individuals Covered | 93 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $56,923 | | Total amount of fees paid to insurance company | USD $6,867 | | 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 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | OPTIONAL LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $1,018,607 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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