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GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 401k Plan overview

Plan NameGIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN
Plan identification number 501

GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

GIORDANO, HALLERAN AND CIESLA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:GIORDANO, HALLERAN AND CIESLA, P.C.
Employer identification number (EIN):222341750
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01PAUL COLELLA2023-06-12
5012021-01-01PAUL COLELLA2022-07-11
5012020-01-01PAUL COLELLA2021-09-16
5012019-01-01PAUL T COLELLA2020-08-14
5012018-01-01
5012017-01-01
5012016-01-01PAUL T COLELLA
5012015-02-01PAUL T COLELLA
5012015-02-01
5012014-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012013-02-01PAUL T. COLELLA
5012012-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012011-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-28
5012010-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-28
5012009-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012008-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012007-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012006-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012005-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-28
5012004-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012003-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012002-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26
5012001-02-01PAUL T. COLELLA PAUL T. COLELLA2016-03-26

Plan Statistics for GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN

401k plan membership statisitcs for GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN

Measure Date Value
2022: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01118
Number of employers contributing to the scheme2022-01-010
2021: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01118
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01118
Number of employers contributing to the scheme2021-01-010
2020: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01116
Total number of active participants reported on line 7a of the Form 55002020-01-01118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01118
Number of employers contributing to the scheme2020-01-010
2019: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01110
Total number of active participants reported on line 7a of the Form 55002019-01-01116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01116
Number of employers contributing to the scheme2019-01-010
2018: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01112
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01110
Number of employers contributing to the scheme2018-01-010
2017: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01107
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01112
2016: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01113
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01107
2015: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01112
Total number of active participants reported on line 7a of the Form 55002015-02-01112
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-01112
2014: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01119
Total number of active participants reported on line 7a of the Form 55002014-02-01115
Total of all active and inactive participants2014-02-01115
Total participants2014-02-01115
2013: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01120
Total number of active participants reported on line 7a of the Form 55002013-02-01119
Total of all active and inactive participants2013-02-01119
Total participants2013-02-01119
2012: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01122
Total number of active participants reported on line 7a of the Form 55002012-02-01120
Total of all active and inactive participants2012-02-01120
Total participants2012-02-01120
2011: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01107
Total number of active participants reported on line 7a of the Form 55002011-02-01122
Total of all active and inactive participants2011-02-01122
Total participants2011-02-01122
2010: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01104
Total number of active participants reported on line 7a of the Form 55002010-02-01107
Total of all active and inactive participants2010-02-01107
Total participants2010-02-01107
2009: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01104
Total number of active participants reported on line 7a of the Form 55002009-02-01104
Total of all active and inactive participants2009-02-01104
Total participants2009-02-01104
2008: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2008 401k membership
Total participants, beginning-of-year2008-02-01112
Total number of active participants reported on line 7a of the Form 55002008-02-01104
Total of all active and inactive participants2008-02-01104
Total participants2008-02-01104
2007: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2007 401k membership
Total participants, beginning-of-year2007-02-01110
Total number of active participants reported on line 7a of the Form 55002007-02-01112
Total of all active and inactive participants2007-02-01112
Total participants2007-02-01112
2006: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2006 401k membership
Total participants, beginning-of-year2006-02-01104
Total number of active participants reported on line 7a of the Form 55002006-02-01110
Total of all active and inactive participants2006-02-01110
Total participants2006-02-01110
2005: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2005 401k membership
Total participants, beginning-of-year2005-02-01101
Total number of active participants reported on line 7a of the Form 55002005-02-01104
Total of all active and inactive participants2005-02-01104
Total participants2005-02-01104
2004: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2004 401k membership
Total participants, beginning-of-year2004-02-01100
Total number of active participants reported on line 7a of the Form 55002004-02-01101
Total of all active and inactive participants2004-02-01101
Total participants2004-02-01101
2003: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2003 401k membership
Total participants, beginning-of-year2003-02-01100
Total number of active participants reported on line 7a of the Form 55002003-02-01100
Total of all active and inactive participants2003-02-01100
Total participants2003-02-01100
2002: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2002 401k membership
Total participants, beginning-of-year2002-02-01100
Total number of active participants reported on line 7a of the Form 55002002-02-01100
Total of all active and inactive participants2002-02-01100
Total participants2002-02-01100
2001: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2001 401k membership
Total participants, beginning-of-year2001-02-01114
Total number of active participants reported on line 7a of the Form 55002001-02-01100
Total of all active and inactive participants2001-02-01100
Total participants2001-02-01100

Form 5500 Responses for GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN

2022: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedYes
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2010: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan benefit arrangement – InsuranceYes
2009: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes
2008: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2008 form 5500 responses
2008-02-01Type of plan entitySingle employer plan
2008-02-01Plan funding arrangement – InsuranceYes
2008-02-01Plan benefit arrangement – InsuranceYes
2007: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2007 form 5500 responses
2007-02-01Type of plan entitySingle employer plan
2007-02-01Plan funding arrangement – InsuranceYes
2007-02-01Plan benefit arrangement – InsuranceYes
2006: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2006 form 5500 responses
2006-02-01Type of plan entitySingle employer plan
2006-02-01Plan funding arrangement – InsuranceYes
2006-02-01Plan benefit arrangement – InsuranceYes
2005: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2005 form 5500 responses
2005-02-01Type of plan entitySingle employer plan
2005-02-01Plan funding arrangement – InsuranceYes
2005-02-01Plan benefit arrangement – InsuranceYes
2004: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2004 form 5500 responses
2004-02-01Type of plan entitySingle employer plan
2004-02-01Plan funding arrangement – InsuranceYes
2004-02-01Plan benefit arrangement – InsuranceYes
2003: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2003 form 5500 responses
2003-02-01Type of plan entitySingle employer plan
2003-02-01Plan funding arrangement – InsuranceYes
2003-02-01Plan benefit arrangement – InsuranceYes
2002: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2002 form 5500 responses
2002-02-01Type of plan entitySingle employer plan
2002-02-01Plan funding arrangement – InsuranceYes
2002-02-01Plan benefit arrangement – InsuranceYes
2001: GIORDANO, HALLERAN & CIESLA, P.C. WELFARE PLAN 2001 form 5500 responses
2001-02-01Type of plan entitySingle employer plan
2001-02-01Plan funding arrangement – InsuranceYes
2001-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered118
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $1,384
Total amount of fees paid to insurance companyUSD $1,846
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $9,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1846
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered118
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $19,614
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 BenefitNo
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?No
Commission paid to Insurance BrokerUSD $19,614
Amount paid for insurance broker fees0
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered118
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered118
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $19,006
Total amount of fees paid to insurance companyUSD $1,004
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
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?No
Commission paid to Insurance BrokerUSD $19,006
Amount paid for insurance broker fees1004
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered116
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $18,144
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 BenefitNo
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?No
Commission paid to Insurance BrokerUSD $18,144
Amount paid for insurance broker fees0
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered118
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered117
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $17,294
Total amount of fees paid to insurance companyUSD $1,748
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
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?No
Commission paid to Insurance BrokerUSD $13,875
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered116
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $2,984
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $8,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $1,705
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered110
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $20,944
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 BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,944
Amount paid for insurance broker fees0
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered110
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $1,064
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $608
Amount paid for insurance broker fees0
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered112
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $1,064
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $608
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered112
Insurance policy start date2016-03-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $19,403
Total amount of fees paid to insurance companyUSD $1,156
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,403
Amount paid for insurance broker fees1156
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 3
Insurance contract or identification number99050474
Number of Individuals Covered112
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $1,064
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered107
Insurance policy start date2015-03-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,343
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 1
Insurance contract or identification number132768
Number of Individuals Covered105
Insurance policy start date2014-10-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $8,279
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 4
Insurance contract or identification number132768
Number of Individuals Covered115
Insurance policy start date2014-05-01
Insurance policy end date2014-09-30
Other welfare benefits providedSTATE DISABILITY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered67
Insurance policy start date2014-05-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $7,007
Long Term Disability 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 $7,007
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered103
Insurance policy start date2014-05-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,281
Life 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 $1,281
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000099050474
Policy instance 1
Insurance contract or identification number000099050474
Number of Individuals Covered115
Insurance policy start date2014-04-01
Insurance policy end date2015-04-01
Total amount of commissions paid to insurance brokerUSD $1,064
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 4
Insurance contract or identification number132768
Number of Individuals Covered119
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Other welfare benefits providedSTATE DISABILITY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered67
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $14,921
Long Term Disability 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 $14,921
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000099050474
Policy instance 1
Insurance contract or identification number000099050474
Number of Individuals Covered119
Insurance policy start date2013-04-01
Insurance policy end date2014-04-01
Total amount of commissions paid to insurance brokerUSD $1,064
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered103
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $2,871
Life 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 $2,871
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000099050474
Policy instance 1
Insurance contract or identification number000099050474
Number of Individuals Covered120
Insurance policy start date2012-04-01
Insurance policy end date2013-04-01
Total amount of commissions paid to insurance brokerUSD $965
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $456
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered100
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $3,063
Life 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 $3,063
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered66
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $15,595
Long Term Disability 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 $15,595
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 4
Insurance contract or identification number132768
Number of Individuals Covered120
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Other welfare benefits providedSTATE DISABILITY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 4
Insurance contract or identification number132768
Number of Individuals Covered122
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Other welfare benefits providedSTATE DISABILITY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered69
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $15,203
Long Term Disability 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 $15,203
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered108
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $2,917
Life 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 $2,917
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000099050474
Policy instance 1
Insurance contract or identification number000099050474
Number of Individuals Covered122
Insurance policy start date2011-04-04
Insurance policy end date2012-04-01
Total amount of commissions paid to insurance brokerUSD $912
Total amount of fees paid to insurance companyUSD $31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $456
Amount paid for insurance broker fees31
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered107
Insurance policy start date2010-04-01
Insurance policy end date2011-04-01
Total amount of commissions paid to insurance brokerUSD $912
Total amount of fees paid to insurance companyUSD $121
Health Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $456
Amount paid for insurance broker fees121
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 4
Insurance contract or identification number132768
Number of Individuals Covered107
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Other welfare benefits providedSTATE DISABILITY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered69
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $15,357
Long Term Disability 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 $15,357
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered107
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $2,877
Life 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 $2,877
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 4
Insurance contract or identification number132768
Number of Individuals Covered104
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Other welfare benefits providedSTATE DISABILITY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered67
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $16,049
Long Term Disability 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 $16,049
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered104
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $3,695
Life 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 $3,695
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered104
Insurance policy start date2009-04-01
Insurance policy end date2010-04-01
Total amount of commissions paid to insurance brokerUSD $912
Total amount of fees paid to insurance companyUSD $121
Health Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $456
Amount paid for insurance broker fees121
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 4
Insurance contract or identification number132768
Number of Individuals Covered104
Insurance policy start date2008-05-01
Insurance policy end date2009-04-30
Other welfare benefits providedSTATE DISABILITY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered104
Insurance policy start date2008-04-01
Insurance policy end date2009-04-01
Total amount of commissions paid to insurance brokerUSD $960
Total amount of fees paid to insurance companyUSD $48
Health Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $480
Amount paid for insurance broker fees48
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered66
Insurance policy start date2008-05-01
Insurance policy end date2009-04-30
Total amount of commissions paid to insurance brokerUSD $14,762
Long Term Disability 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 $14,762
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered104
Insurance policy start date2008-05-01
Insurance policy end date2009-04-30
Total amount of commissions paid to insurance brokerUSD $3,548
Life 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 $3,548
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered71
Insurance policy start date2007-05-01
Insurance policy end date2008-04-30
Total amount of commissions paid to insurance brokerUSD $13,747
Long Term Disability 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 $2,194
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered112
Insurance policy start date2007-05-01
Insurance policy end date2008-04-30
Total amount of commissions paid to insurance brokerUSD $3,592
Life 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 $651
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameMEEKER SHARKEY ASSOCIATES LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered112
Insurance policy start date2007-04-01
Insurance policy end date2008-04-01
Total amount of commissions paid to insurance brokerUSD $1,102
Health Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $551
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameREUBEN WARNER ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered66
Insurance policy start date2006-05-01
Insurance policy end date2007-04-30
Total amount of commissions paid to insurance brokerUSD $12,764
Long Term Disability 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 $12,764
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameHRH METRO NORTHEAST LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered110
Insurance policy start date2006-04-01
Insurance policy end date2007-04-01
Total amount of commissions paid to insurance brokerUSD $1,102
Health Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $551
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameREUBEN WARNER ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered110
Insurance policy start date2006-05-01
Insurance policy end date2007-04-30
Total amount of commissions paid to insurance brokerUSD $2,455
Life 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 $2,455
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameHRH METRO NORTHEAST LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 4
Insurance contract or identification number132768
Number of Individuals Covered104
Insurance policy start date2005-05-01
Insurance policy end date2006-04-30
Total amount of commissions paid to insurance brokerUSD $2,355
Total amount of fees paid to insurance companyUSD $85
Life 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 fees85
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,355
Insurance broker nameHRH METRO NORTHEAST LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered104
Insurance policy start date2005-04-01
Insurance policy end date2006-04-01
Total amount of commissions paid to insurance brokerUSD $1,164
Health Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $582
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameREUBEN WARNER ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 5
Insurance contract or identification number132768
Number of Individuals Covered63
Insurance policy start date2005-05-01
Insurance policy end date2006-04-30
Total amount of commissions paid to insurance brokerUSD $12,835
Total amount of fees paid to insurance companyUSD $484
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 fees484
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $12,835
Insurance broker nameHRH METRO NORTHEAST LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered61
Insurance policy start date2005-04-01
Insurance policy end date2005-04-30
Total amount of commissions paid to insurance brokerUSD $804
Long Term Disability 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 $804
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameHRH METRO NORTHEAST LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered104
Insurance policy start date2005-04-01
Insurance policy end date2005-04-30
Total amount of commissions paid to insurance brokerUSD $196
Life 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 $196
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameHRH METRO NORTHEAST LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 3
Insurance contract or identification number132768
Number of Individuals Covered58
Insurance policy start date2004-04-01
Insurance policy end date2005-03-31
Total amount of commissions paid to insurance brokerUSD $9,514
Long Term Disability 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 $9,514
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameHRH METRO NORTHEAST LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number132768
Policy instance 2
Insurance contract or identification number132768
Number of Individuals Covered101
Insurance policy start date2004-04-01
Insurance policy end date2005-03-31
Total amount of commissions paid to insurance brokerUSD $2,468
Life 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 $2,468
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameHRH METRO NORTHEAST LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99050474
Policy instance 1
Insurance contract or identification number99050474
Number of Individuals Covered101
Insurance policy start date2004-04-01
Insurance policy end date2005-04-01
Total amount of commissions paid to insurance brokerUSD $1,104
Health Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $552
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Insurance broker nameREUBEN WARNER ASSOCIATES
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 74268 )
Policy contract numberETB-83112938
Policy instance 1
Insurance contract or identification numberETB-83112938
Number of Individuals Covered100
Insurance policy start date2003-04-01
Insurance policy end date2004-03-31
Total amount of commissions paid to insurance brokerUSD $606
Total amount of fees paid to insurance companyUSD $686
Health Insurance Welfare BenefitYes
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $4,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $606
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Amount paid for insurance broker fees686
Insurance broker nameREUBEN WARNER ASSOCIATES
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 74268 )
Policy contract numberETB-83112938
Policy instance 1
Insurance contract or identification numberETB-83112938
Number of Individuals Covered100
Insurance policy start date2002-04-01
Insurance policy end date2003-03-31
Total amount of commissions paid to insurance brokerUSD $606
Total amount of fees paid to insurance companyUSD $686
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $4,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $606
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Amount paid for insurance broker fees686
Insurance broker nameREUBEN WARNER ASSOCIATES
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 74268 )
Policy contract numberETB-83112938
Policy instance 1
Insurance contract or identification numberETB-83112938
Number of Individuals Covered100
Insurance policy start date2001-04-01
Insurance policy end date2002-03-31
Total amount of commissions paid to insurance brokerUSD $606
Total amount of fees paid to insurance companyUSD $686
Health Insurance Welfare BenefitYes
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $4,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $606
Additional information about fees paid to insurance brokerINSURANCE AGENT/BROKER
Insurance broker organization code?3
Amount paid for insurance broker fees686
Insurance broker nameREUBEN WARNER ASSOCIATES

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