PORZIO, BROMBERG & NEWMAN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT
401k plan membership statisitcs for PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT
Measure | Date | Value |
---|
2022: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-04-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 169 |
Total of all active and inactive participants | 2022-04-01 | 169 |
2021: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-04-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 208 |
Total of all active and inactive participants | 2021-04-01 | 208 |
2020: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-04-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 212 |
Total of all active and inactive participants | 2020-04-01 | 212 |
2019: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-04-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 204 |
Total of all active and inactive participants | 2019-04-01 | 204 |
2018: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-04-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 200 |
Total of all active and inactive participants | 2018-04-01 | 200 |
2017: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-04-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 198 |
Total of all active and inactive participants | 2017-04-01 | 198 |
2016: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-04-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 138 |
Total of all active and inactive participants | 2016-04-01 | 138 |
2015: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-04-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 230 |
Total of all active and inactive participants | 2015-04-01 | 230 |
2014: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-04-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 230 |
Total of all active and inactive participants | 2014-04-01 | 230 |
2013: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-04-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 210 |
Total of all active and inactive participants | 2013-04-01 | 210 |
2012: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-04-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 217 |
Total of all active and inactive participants | 2012-04-01 | 217 |
2011: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-04-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 201 |
Total of all active and inactive participants | 2011-04-01 | 201 |
2010: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-04-01 | 205 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 208 |
Total of all active and inactive participants | 2010-04-01 | 208 |
2009: PORZIO BROMBERG & NEWMAN PC ACCIDENTAL DEATH & DISMEMBERMENT 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-04-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 205 |
Total of all active and inactive participants | 2009-04-01 | 205 |
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601675 |
Policy instance | 7 |
Insurance contract or identification number | VDT601675 | Number of Individuals Covered | 19 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2023-01-01 | Total amount of commissions paid to insurance broker | USD $956 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,237 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $956 | Insurance broker organization code? | 3 |
|
GREAT NORTHERN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20303 ) |
Policy contract number | 64094954 |
Policy instance | 1 |
Insurance contract or identification number | 64094954 | Number of Individuals Covered | 186 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-04-01 | Total amount of commissions paid to insurance broker | USD $231 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,539 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $231 | Insurance broker organization code? | 3 |
|
MARKEL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38970 ) |
Policy contract number | 4102AH02034-16 |
Policy instance | 2 |
Insurance contract or identification number | 4102AH02034-16 | Number of Individuals Covered | 113 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-04-01 | Total amount of commissions paid to insurance broker | USD $105 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $105 | Insurance broker organization code? | 4 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00535562 |
Policy instance | 3 |
Insurance contract or identification number | 00535562 | Number of Individuals Covered | 36 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-04-01 | Total amount of commissions paid to insurance broker | USD $2,558 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $22,187 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,558 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00412744 |
Policy instance | 4 |
Insurance contract or identification number | 00412744 | Number of Individuals Covered | 0 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-04-01 | Total amount of commissions paid to insurance broker | USD $6,591 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $166,978 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,591 | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00522328 |
Policy instance | 5 |
Insurance contract or identification number | 00522328 | Number of Individuals Covered | 169 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $1,260 | Total amount of fees paid to insurance company | USD $409 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $13,767 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,260 | Amount paid for insurance broker fees | 409 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601674 |
Policy instance | 6 |
Insurance contract or identification number | VDT601674 | Number of Individuals Covered | 15 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2023-01-01 | Total amount of commissions paid to insurance broker | USD $396 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,838 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $396 | Insurance broker organization code? | 3 |
|
GREAT NORTHERN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20303 ) |
Policy contract number | 64094954 |
Policy instance | 1 |
Insurance contract or identification number | 64094954 | Number of Individuals Covered | 204 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-04-01 | Total amount of commissions paid to insurance broker | USD $231 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,539 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $231 | Insurance broker organization code? | 3 |
|
MARKEL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38970 ) |
Policy contract number | 4102AH020348-15 |
Policy instance | 2 |
Insurance contract or identification number | 4102AH020348-15 | Number of Individuals Covered | 403 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $105 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $105 | Insurance broker organization code? | 4 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00535562 |
Policy instance | 3 |
Insurance contract or identification number | 00535562 | Number of Individuals Covered | 37 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-04-01 | Total amount of commissions paid to insurance broker | USD $7,902 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $52,513 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,902 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00412744 |
Policy instance | 4 |
Insurance contract or identification number | 00412744 | Number of Individuals Covered | 125 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-04-01 | Total amount of commissions paid to insurance broker | USD $5,018 | Total amount of fees paid to insurance company | USD $1,257 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $100,554 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,018 | Amount paid for insurance broker fees | 1257 | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00522328 |
Policy instance | 5 |
Insurance contract or identification number | 00522328 | Number of Individuals Covered | 208 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $1,390 | Total amount of fees paid to insurance company | USD $3,963 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $14,434 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,390 | Amount paid for insurance broker fees | 3963 | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601674 |
Policy instance | 6 |
Insurance contract or identification number | VDT601674 | Number of Individuals Covered | 14 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2022-01-01 | Total amount of commissions paid to insurance broker | USD $549 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,144 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $549 | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601675 |
Policy instance | 7 |
Insurance contract or identification number | VDT601675 | Number of Individuals Covered | 18 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2022-01-01 | Total amount of commissions paid to insurance broker | USD $1,316 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,398 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,316 | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601675 |
Policy instance | 7 |
Insurance contract or identification number | VDT601675 | Number of Individuals Covered | 19 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2021-01-01 | Total amount of commissions paid to insurance broker | USD $1,513 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,688 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,513 | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00522328 |
Policy instance | 5 |
Insurance contract or identification number | 00522328 | Number of Individuals Covered | 212 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $9,177 | Total amount of fees paid to insurance company | USD $3,796 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $128,951 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,177 | Amount paid for insurance broker fees | 3796 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00412744 |
Policy instance | 4 |
Insurance contract or identification number | 00412744 | Number of Individuals Covered | 116 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-04-01 | Total amount of commissions paid to insurance broker | USD $5,091 | Total amount of fees paid to insurance company | USD $1,204 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $96,339 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,091 | Amount paid for insurance broker fees | 1204 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00535562 |
Policy instance | 3 |
Insurance contract or identification number | 00535562 | Number of Individuals Covered | 39 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-04-01 | Total amount of commissions paid to insurance broker | USD $8,526 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $56,838 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,526 | Insurance broker organization code? | 3 |
|
MARKEL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38970 ) |
Policy contract number | 4102AH020348-14 |
Policy instance | 2 |
Insurance contract or identification number | 4102AH020348-14 | Number of Individuals Covered | 403 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $105 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $105 | Insurance broker organization code? | 4 |
|
GREAT NORTHERN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20303 ) |
Policy contract number | 64094954 |
Policy instance | 1 |
Insurance contract or identification number | 64094954 | Number of Individuals Covered | 204 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-04-01 | Total amount of commissions paid to insurance broker | USD $231 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,539 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $231 | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601674 |
Policy instance | 6 |
Insurance contract or identification number | VDT601674 | Number of Individuals Covered | 18 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2021-01-01 | Total amount of commissions paid to insurance broker | USD $636 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SHORT TERM DISIABILITY | Welfare Benefit Premiums Paid to Carrier | USD $5,993 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $636 | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601675 |
Policy instance | 7 |
Insurance contract or identification number | VDT601675 | Number of Individuals Covered | 18 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-01-01 | Total amount of commissions paid to insurance broker | USD $1,530 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,756 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,530 | Insurance broker organization code? | 3 |
|
GREAT NORTHERN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20303 ) |
Policy contract number | 64094954 |
Policy instance | 1 |
Insurance contract or identification number | 64094954 | Number of Individuals Covered | 204 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-04-01 | Total amount of commissions paid to insurance broker | USD $231 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,539 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $231 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 535562 |
Policy instance | 3 |
Insurance contract or identification number | 535562 | Number of Individuals Covered | 39 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-04-01 | Total amount of commissions paid to insurance broker | USD $8,100 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $54,814 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,100 | Insurance broker organization code? | 3 |
|
MARKEL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38970 ) |
Policy contract number | 4102AH02034-13 |
Policy instance | 2 |
Insurance contract or identification number | 4102AH02034-13 | Number of Individuals Covered | 113 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $105 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $105 | Insurance broker organization code? | 4 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00412744 |
Policy instance | 4 |
Insurance contract or identification number | 00412744 | Number of Individuals Covered | 108 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-03-01 | Total amount of commissions paid to insurance broker | USD $6,056 | Total amount of fees paid to insurance company | USD $1,287 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $102,983 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,056 | Amount paid for insurance broker fees | 1287 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00522328 |
Policy instance | 5 |
Insurance contract or identification number | 00522328 | Number of Individuals Covered | 196 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $8,281 | Total amount of fees paid to insurance company | USD $3,693 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $113,842 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,281 | Amount paid for insurance broker fees | 3693 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601674 |
Policy instance | 6 |
Insurance contract or identification number | VDT601674 | Number of Individuals Covered | 15 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-01-01 | Total amount of commissions paid to insurance broker | USD $689 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SHORT TERM DISIABILITY | Welfare Benefit Premiums Paid to Carrier | USD $6,447 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $689 | Insurance broker organization code? | 3 |
|
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 64094954 |
Policy instance | 1 |
Insurance contract or identification number | 64094954 | Number of Individuals Covered | 200 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-04-01 | Total amount of commissions paid to insurance broker | USD $231 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,539 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $231 | Insurance broker organization code? | 3 |
|
MARKEL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38970 ) |
Policy contract number | 4102AH020348 |
Policy instance | 2 |
Insurance contract or identification number | 4102AH020348 | Number of Individuals Covered | 203 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | Total amount of commissions paid to insurance broker | USD $105 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $105 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 535562 |
Policy instance | 3 |
Insurance contract or identification number | 535562 | Number of Individuals Covered | 39 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-04-01 | Total amount of commissions paid to insurance broker | USD $8,595 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $54,905 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,595 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00412744 |
Policy instance | 4 |
Insurance contract or identification number | 00412744 | Number of Individuals Covered | 107 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2019-03-01 | Total amount of commissions paid to insurance broker | USD $4,887 | Total amount of fees paid to insurance company | USD $1,109 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $82,302 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,887 | Amount paid for insurance broker fees | 1109 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00522328 |
Policy instance | 5 |
Insurance contract or identification number | 00522328 | Number of Individuals Covered | 194 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $9,814 | Total amount of fees paid to insurance company | USD $3,618 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $131,990 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,814 | Amount paid for insurance broker fees | 3618 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601674 |
Policy instance | 6 |
Insurance contract or identification number | VDT601674 | Number of Individuals Covered | 15 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $702 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SHORT TERM DISIABILITY | Welfare Benefit Premiums Paid to Carrier | USD $6,596 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $702 | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601675 |
Policy instance | 7 |
Insurance contract or identification number | VDT601675 | Number of Individuals Covered | 18 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $1,713 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,713 | Insurance broker organization code? | 3 |
|
MARKEL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38970 ) |
Policy contract number | 4102AH020348 |
Policy instance | 2 |
Insurance contract or identification number | 4102AH020348 | Number of Individuals Covered | 153 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $105 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $105 | Insurance broker organization code? | 3 | Insurance broker name | RPS BOLLINGER |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 535562 |
Policy instance | 3 |
Insurance contract or identification number | 535562 | Number of Individuals Covered | 24 | Insurance policy start date | 2016-08-01 | Insurance policy end date | 2017-08-01 | Total amount of commissions paid to insurance broker | USD $9,249 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $55,820 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,249 | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH AND BENEFITS |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 00412744 |
Policy instance | 4 |
Insurance contract or identification number | 00412744 | Number of Individuals Covered | 101 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-03-01 | Total amount of commissions paid to insurance broker | USD $5,113 | Total amount of fees paid to insurance company | USD $1,123 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $89,473 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,113 | Amount paid for insurance broker fees | 1123 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH AND BENEFITS |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00522328 |
Policy instance | 5 |
Insurance contract or identification number | 00522328 | Number of Individuals Covered | 193 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $8,447 | Total amount of fees paid to insurance company | USD $3,108 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $114,095 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,447 | Amount paid for insurance broker fees | 3108 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH AND BENEFITS LLC |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601674 |
Policy instance | 6 |
Insurance contract or identification number | VDT601674 | Number of Individuals Covered | 18 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2018-01-01 | Total amount of commissions paid to insurance broker | USD $1,370 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SHORT TERM DISIABILITY | Welfare Benefit Premiums Paid to Carrier | USD $6,173 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,370 | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH AND BENEFITS |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT601675 |
Policy instance | 7 |
Insurance contract or identification number | VDT601675 | Number of Individuals Covered | 21 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2018-01-01 | Total amount of commissions paid to insurance broker | USD $1,370 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,767 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,370 | Insurance broker organization code? | 3 | Insurance broker name | MERCER HEALTH AND BENEFITS |
|
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 64094954 |
Policy instance | 1 |
Insurance contract or identification number | 64094954 | Number of Individuals Covered | 198 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $231 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,539 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $231 | Insurance broker organization code? | 3 | Insurance broker name | ARTHUR GALLAGHER RISK MANAGEMENT |
|