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GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 401k Plan overview

Plan NameGROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES
Plan identification number 506

GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

J.C. BLAIR MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:J.C. BLAIR MEMORIAL HOSPITAL
Employer identification number (EIN):231352159
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about J.C. BLAIR MEMORIAL HOSPITAL

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 38355

More information about J.C. BLAIR MEMORIAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062020-06-02
5062019-06-02
5062018-06-02
5062017-06-02JEFF TRAPP JEFF TRAPP2019-03-08
5062016-06-02JEFF TRAPP JEFF TRAPP2018-02-16
5062015-06-02DEBORAH SHUGHART DEBORAH SHUGHART2017-03-13
5062014-06-02DEBORAH SHUGHART DEBORAH SHUGHART2016-03-14
5062013-06-02DEBORAH SHUGHART DEBORAH SHUGHART2015-03-12
5062012-06-02EDWARD M. QUINN EDWARD M. QUINN2014-03-10
5062011-06-02EDWARD M. QUINN EDWARD M. QUINN2013-03-12
5062010-06-02MICHAEL H. WIDENER MICHAEL H. WIDENER2012-03-13
5062009-06-02NANCY GLIDDEN NANCY GLIDDEN2011-03-14

Plan Statistics for GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES

401k plan membership statisitcs for GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES

Measure Date Value
2020: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-06-02220
Total number of active participants reported on line 7a of the Form 55002020-06-02219
Total of all active and inactive participants2020-06-02219
2019: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-06-02256
Total number of active participants reported on line 7a of the Form 55002019-06-02220
Total of all active and inactive participants2019-06-02220
2018: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-06-02328
Total number of active participants reported on line 7a of the Form 55002018-06-02256
Total of all active and inactive participants2018-06-02256
2017: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-06-02390
Total number of active participants reported on line 7a of the Form 55002017-06-02390
Total of all active and inactive participants2017-06-02390
2016: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-06-02262
Total number of active participants reported on line 7a of the Form 55002016-06-02390
Total of all active and inactive participants2016-06-02390
2015: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-06-02288
Total number of active participants reported on line 7a of the Form 55002015-06-02262
Total of all active and inactive participants2015-06-02262
2014: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-06-02233
Total number of active participants reported on line 7a of the Form 55002014-06-02288
Total of all active and inactive participants2014-06-02288
2013: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-06-02232
Total number of active participants reported on line 7a of the Form 55002013-06-02233
Total of all active and inactive participants2013-06-02233
2012: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-06-02232
Total number of active participants reported on line 7a of the Form 55002012-06-02232
Total of all active and inactive participants2012-06-02232
2011: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-06-02243
Total number of active participants reported on line 7a of the Form 55002011-06-02232
Total of all active and inactive participants2011-06-02232
2010: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-06-02427
Total number of active participants reported on line 7a of the Form 55002010-06-02243
Total of all active and inactive participants2010-06-02243
2009: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-06-02400
Total number of active participants reported on line 7a of the Form 55002009-06-02427
Total of all active and inactive participants2009-06-02427

Form 5500 Responses for GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES

2020: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2020 form 5500 responses
2020-06-02Type of plan entitySingle employer plan
2020-06-02Plan is a collectively bargained planYes
2020-06-02Plan funding arrangement – InsuranceYes
2020-06-02Plan benefit arrangement – InsuranceYes
2019: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2019 form 5500 responses
2019-06-02Type of plan entitySingle employer plan
2019-06-02Plan is a collectively bargained planYes
2019-06-02Plan funding arrangement – InsuranceYes
2019-06-02Plan benefit arrangement – InsuranceYes
2018: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2018 form 5500 responses
2018-06-02Type of plan entitySingle employer plan
2018-06-02Plan is a collectively bargained planYes
2018-06-02Plan funding arrangement – InsuranceYes
2018-06-02Plan benefit arrangement – InsuranceYes
2017: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2017 form 5500 responses
2017-06-02Type of plan entitySingle employer plan
2017-06-02Plan is a collectively bargained planYes
2017-06-02Plan funding arrangement – InsuranceYes
2017-06-02Plan benefit arrangement – InsuranceYes
2016: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2016 form 5500 responses
2016-06-02Type of plan entitySingle employer plan
2016-06-02Plan is a collectively bargained planYes
2016-06-02Plan funding arrangement – InsuranceYes
2016-06-02Plan benefit arrangement – InsuranceYes
2015: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2015 form 5500 responses
2015-06-02Type of plan entitySingle employer plan
2015-06-02Plan is a collectively bargained planYes
2015-06-02Plan funding arrangement – InsuranceYes
2015-06-02Plan benefit arrangement – InsuranceYes
2014: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2014 form 5500 responses
2014-06-02Type of plan entitySingle employer plan
2014-06-02Plan is a collectively bargained planYes
2014-06-02Plan funding arrangement – InsuranceYes
2014-06-02Plan benefit arrangement – InsuranceYes
2013: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2013 form 5500 responses
2013-06-02Type of plan entitySingle employer plan
2013-06-02Plan is a collectively bargained planYes
2013-06-02Plan funding arrangement – InsuranceYes
2013-06-02Plan benefit arrangement – InsuranceYes
2012: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2012 form 5500 responses
2012-06-02Type of plan entitySingle employer plan
2012-06-02Plan is a collectively bargained planYes
2012-06-02Plan funding arrangement – InsuranceYes
2012-06-02Plan benefit arrangement – InsuranceYes
2011: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2011 form 5500 responses
2011-06-02Type of plan entitySingle employer plan
2011-06-02Plan is a collectively bargained planYes
2011-06-02Plan funding arrangement – InsuranceYes
2011-06-02Plan benefit arrangement – InsuranceYes
2010: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2010 form 5500 responses
2010-06-02Type of plan entitySingle employer plan
2010-06-02Plan is a collectively bargained planYes
2010-06-02Plan funding arrangement – InsuranceYes
2010-06-02Plan benefit arrangement – InsuranceYes
2009: GROUP LONG-TERM DISABILITY & GROUP LIFE & AD&D BENEFITS FOR PLAN II AND III EMPLOYEES 2009 form 5500 responses
2009-06-02Type of plan entitySingle employer plan
2009-06-02This submission is the final filingNo
2009-06-02Plan is a collectively bargained planYes
2009-06-02Plan funding arrangement – InsuranceYes
2009-06-02Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 672906
Policy instance 4
Insurance contract or identification numberVAR 672906
Number of Individuals Covered116
Insurance policy start date2020-06-02
Insurance policy end date2021-06-01
Total amount of commissions paid to insurance brokerUSD $245
Total amount of fees paid to insurance companyUSD $75
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $245
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 670385
Policy instance 3
Insurance contract or identification numberG 670385
Number of Individuals Covered36
Insurance policy start date2020-06-02
Insurance policy end date2021-06-01
Total amount of commissions paid to insurance brokerUSD $1,582
Total amount of fees paid to insurance companyUSD $1,582
Temporary 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 $1,582
Amount paid for insurance broker fees1582
Additional information about fees paid to insurance brokerADMINISTRATIVE FFES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered284
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $4,333
Total amount of fees paid to insurance companyUSD $1,319
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 $4,333
Amount paid for insurance broker fees1319
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered291
Insurance policy start date2020-06-02
Insurance policy end date2021-06-01
Total amount of commissions paid to insurance brokerUSD $3,701
Total amount of fees paid to insurance companyUSD $1,126
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,701
Amount paid for insurance broker fees1126
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 672906
Policy instance 4
Insurance contract or identification numberVAR 672906
Number of Individuals Covered153
Insurance policy start date2019-06-02
Insurance policy end date2020-06-01
Total amount of commissions paid to insurance brokerUSD $346
Total amount of fees paid to insurance companyUSD $480
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $346
Amount paid for insurance broker fees480
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 670385
Policy instance 3
Insurance contract or identification numberG 670385
Number of Individuals Covered38
Insurance policy start date2019-06-02
Insurance policy end date2020-06-01
Total amount of commissions paid to insurance brokerUSD $2,406
Total amount of fees paid to insurance companyUSD $5,847
Temporary 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 $2,406
Amount paid for insurance broker fees5847
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered419
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $6,106
Total amount of fees paid to insurance companyUSD $9,850
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 $6,106
Amount paid for insurance broker fees9850
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered426
Insurance policy start date2019-06-02
Insurance policy end date2020-06-01
Total amount of commissions paid to insurance brokerUSD $6,590
Total amount of fees paid to insurance companyUSD $8,822
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,590
Amount paid for insurance broker fees8822
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 672906
Policy instance 4
Insurance contract or identification numberVAR 672906
Number of Individuals Covered142
Insurance policy start date2018-06-02
Insurance policy end date2019-06-01
Total amount of commissions paid to insurance brokerUSD $366
Total amount of fees paid to insurance companyUSD $172
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $366
Amount paid for insurance broker fees172
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered256
Insurance policy start date2018-06-02
Insurance policy end date2019-06-01
Total amount of commissions paid to insurance brokerUSD $6,387
Total amount of fees paid to insurance companyUSD $3,197
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,387
Amount paid for insurance broker fees3197
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered256
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $9,246
Total amount of fees paid to insurance companyUSD $4,173
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 $9,246
Amount paid for insurance broker fees4173
Additional information about fees paid to insurance brokerADMINISTRATIVEADMINISTRATIVE
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 670385
Policy instance 3
Insurance contract or identification numberG 670385
Number of Individuals Covered76
Insurance policy start date2018-06-02
Insurance policy end date2019-06-01
Total amount of commissions paid to insurance brokerUSD $2,981
Total amount of fees paid to insurance companyUSD $3,522
Temporary 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 $2,981
Amount paid for insurance broker fees3522
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 672906
Policy instance 4
Insurance contract or identification numberVAR 672906
Number of Individuals Covered87
Insurance policy start date2017-06-02
Insurance policy end date2018-06-01
Total amount of commissions paid to insurance brokerUSD $289
Total amount of fees paid to insurance companyUSD $88
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 670385
Policy instance 3
Insurance contract or identification numberG 670385
Number of Individuals Covered38
Insurance policy start date2017-06-02
Insurance policy end date2018-06-01
Total amount of commissions paid to insurance brokerUSD $2,484
Total amount of fees paid to insurance companyUSD $2,484
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered269
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $9,436
Total amount of fees paid to insurance companyUSD $2,872
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered429
Insurance policy start date2017-06-02
Insurance policy end date2018-06-01
Total amount of commissions paid to insurance brokerUSD $6,984
Total amount of fees paid to insurance companyUSD $2,126
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered439
Insurance policy start date2015-06-02
Insurance policy end date2016-06-01
Total amount of commissions paid to insurance brokerUSD $6,516
Total amount of fees paid to insurance companyUSD $3,212
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,516
Amount paid for insurance broker fees3212
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 670385
Policy instance 3
Insurance contract or identification numberG 670385
Number of Individuals Covered53
Insurance policy start date2015-06-02
Insurance policy end date2016-06-01
Total amount of commissions paid to insurance brokerUSD $2,679
Total amount of fees paid to insurance companyUSD $3,266
Temporary 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 $2,679
Amount paid for insurance broker fees3266
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered260
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $7,140
Total amount of fees paid to insurance companyUSD $3,511
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 $7,140
Amount paid for insurance broker fees3511
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 672906
Policy instance 4
Insurance contract or identification numberVAR 672906
Number of Individuals Covered105
Insurance policy start date2015-06-02
Insurance policy end date2016-06-01
Total amount of commissions paid to insurance brokerUSD $300
Total amount of fees paid to insurance companyUSD $148
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $300
Amount paid for insurance broker fees148
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered379
Insurance policy start date2014-06-02
Insurance policy end date2015-06-01
Total amount of commissions paid to insurance brokerUSD $6,398
Total amount of fees paid to insurance companyUSD $1,947
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,398
Amount paid for insurance broker fees1947
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 672906
Policy instance 4
Insurance contract or identification numberVAR 672906
Number of Individuals Covered97
Insurance policy start date2014-06-02
Insurance policy end date2015-06-01
Total amount of commissions paid to insurance brokerUSD $289
Total amount of fees paid to insurance companyUSD $88
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $289
Amount paid for insurance broker fees88
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 670385
Policy instance 3
Insurance contract or identification numberG 670385
Number of Individuals Covered63
Insurance policy start date2014-06-02
Insurance policy end date2015-06-01
Total amount of commissions paid to insurance brokerUSD $3,061
Total amount of fees paid to insurance companyUSD $3,061
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary 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 $3,061
Amount paid for insurance broker fees3061
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered241
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $6,392
Total amount of fees paid to insurance companyUSD $195
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,392
Amount paid for insurance broker fees195
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 672906
Policy instance 4
Insurance contract or identification numberVAR 672906
Number of Individuals Covered93
Insurance policy start date2013-06-02
Insurance policy end date2014-06-01
Total amount of commissions paid to insurance brokerUSD $277
Total amount of fees paid to insurance companyUSD $144
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $277
Amount paid for insurance broker fees144
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered238
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $6,245
Total amount of fees paid to insurance companyUSD $3,225
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,245
Amount paid for insurance broker fees3225
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered415
Insurance policy start date2013-06-02
Insurance policy end date2014-06-01
Total amount of commissions paid to insurance brokerUSD $6,668
Total amount of fees paid to insurance companyUSD $3,415
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,668
Amount paid for insurance broker fees3415
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 670385
Policy instance 3
Insurance contract or identification numberG 670385
Number of Individuals Covered52
Insurance policy start date2013-06-02
Insurance policy end date2014-06-01
Total amount of commissions paid to insurance brokerUSD $3,018
Total amount of fees paid to insurance companyUSD $3,622
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary 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 $3,018
Amount paid for insurance broker fees3622
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered411
Insurance policy start date2012-06-02
Insurance policy end date2013-06-01
Total amount of commissions paid to insurance brokerUSD $7,053
Total amount of fees paid to insurance companyUSD $2,146
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 672906
Policy instance 4
Insurance contract or identification numberVAR 672906
Number of Individuals Covered93
Insurance policy start date2012-06-02
Insurance policy end date2013-06-01
Total amount of commissions paid to insurance brokerUSD $307
Total amount of fees paid to insurance companyUSD $93
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 670385
Policy instance 3
Insurance contract or identification numberG 670385
Number of Individuals Covered52
Insurance policy start date2012-06-02
Insurance policy end date2013-06-01
Total amount of commissions paid to insurance brokerUSD $2,791
Total amount of fees paid to insurance companyUSD $2,791
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered238
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $6,631
Total amount of fees paid to insurance companyUSD $2,018
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 2
Insurance contract or identification numberLTD 669884
Number of Individuals Covered223
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $6,611
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 1
Insurance contract or identification numberGL 668923
Number of Individuals Covered424
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $8,011
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $53,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668923
Policy instance 2
Insurance contract or identification numberGL 668923
Number of Individuals Covered403
Insurance policy start date2011-03-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $2,649
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $17,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number881829
Policy instance 1
Insurance contract or identification number881829
Number of Individuals Covered445
Insurance policy start date2010-06-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $3,894
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $51,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 669884
Policy instance 3
Insurance contract or identification numberLTD 669884
Number of Individuals Covered242
Insurance policy start date2011-03-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $2,195
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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