MARION COUNTY MEDICAL SOCIETY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCMS, INC. INSURANCE TRUST FUND
401k plan membership statisitcs for MCMS, INC. INSURANCE TRUST FUND
| Measure | Date | Value |
|---|
| 2023 : MCMS, INC. INSURANCE TRUST FUND 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-02-28 | $3,374,807 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-02-28 | $3,374,807 |
| Total income from all sources (including contributions) | 2023-02-28 | $36,406,982 |
| Total of all expenses incurred | 2023-02-28 | $37,583,141 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-02-28 | $31,998,511 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-02-28 | $36,404,003 |
| Value of total assets at end of year | 2023-02-28 | $7,971,807 |
| Value of total assets at beginning of year | 2023-02-28 | $9,147,966 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-02-28 | $5,584,630 |
| Total interest from all sources | 2023-02-28 | $2,908 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-02-28 | No |
| Administrative expenses professional fees incurred | 2023-02-28 | $114,018 |
| Was this plan covered by a fidelity bond | 2023-02-28 | Yes |
| Value of fidelity bond cover | 2023-02-28 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-02-28 | $345,041 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-02-28 | $30,782,551 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-02-28 | $3,374,807 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-02-28 | $3,374,807 |
| Other income not declared elsewhere | 2023-02-28 | $71 |
| Administrative expenses (other) incurred | 2023-02-28 | $7,288 |
| Total non interest bearing cash at end of year | 2023-02-28 | $7,457,568 |
| Total non interest bearing cash at beginning of year | 2023-02-28 | $8,636,647 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-28 | No |
| Value of net income/loss | 2023-02-28 | $-1,176,159 |
| Value of net assets at end of year (total assets less liabilities) | 2023-02-28 | $4,597,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-02-28 | $5,773,159 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-02-28 | $514,239 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-02-28 | $511,319 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-02-28 | $511,319 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-02-28 | $2,908 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-02-28 | $1,215,960 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-02-28 | No |
| Contributions received in cash from employer | 2023-02-28 | $36,058,962 |
| Contract administrator fees | 2023-02-28 | $5,463,324 |
| Did the plan have assets held for investment | 2023-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-02-28 | Unqualified |
| Accountancy firm name | 2023-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2023-02-28 | 590548468 |
| 2021 : MCMS, INC. INSURANCE TRUST FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $3,366,757 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $655 |
| Total income from all sources (including contributions) | 2021-02-28 | $35,831,735 |
| Total of all expenses incurred | 2021-02-28 | $29,060,030 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-02-28 | $27,726,701 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-02-28 | $35,573,134 |
| Value of total assets at end of year | 2021-02-28 | $11,822,985 |
| Value of total assets at beginning of year | 2021-02-28 | $1,685,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-02-28 | $1,333,329 |
| Total interest from all sources | 2021-02-28 | $1,906 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-02-28 | No |
| Administrative expenses professional fees incurred | 2021-02-28 | $54,993 |
| Was this plan covered by a fidelity bond | 2021-02-28 | Yes |
| Value of fidelity bond cover | 2021-02-28 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-02-28 | $168,701 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-02-28 | $5,987,116 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-02-28 | $3,366,757 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-02-28 | $655 |
| Other income not declared elsewhere | 2021-02-28 | $256,695 |
| Administrative expenses (other) incurred | 2021-02-28 | $124,456 |
| Total non interest bearing cash at end of year | 2021-02-28 | $11,312,023 |
| Total non interest bearing cash at beginning of year | 2021-02-28 | $1,176,122 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
| Value of net income/loss | 2021-02-28 | $6,771,705 |
| Value of net assets at end of year (total assets less liabilities) | 2021-02-28 | $8,456,228 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-02-28 | $1,684,523 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-02-28 | $510,962 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-02-28 | $509,056 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-02-28 | $509,056 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-02-28 | $1,906 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-02-28 | $21,739,585 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-02-28 | No |
| Contributions received in cash from employer | 2021-02-28 | $35,404,433 |
| Contract administrator fees | 2021-02-28 | $1,153,880 |
| Did the plan have assets held for investment | 2021-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-02-28 | Unqualified |
| Accountancy firm name | 2021-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2021-02-28 | 590548468 |
| 2020 : MCMS, INC. INSURANCE TRUST FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $655 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-02-29 | $655 |
| Total income from all sources (including contributions) | 2020-02-29 | $35,521,445 |
| Total of all expenses incurred | 2020-02-29 | $35,255,030 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-02-29 | $35,071,693 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-02-29 | $35,140,244 |
| Value of total assets at end of year | 2020-02-29 | $1,685,178 |
| Value of total assets at beginning of year | 2020-02-29 | $1,418,763 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-02-29 | $183,337 |
| Total interest from all sources | 2020-02-29 | $6,076 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-02-29 | No |
| Administrative expenses professional fees incurred | 2020-02-29 | $39,347 |
| Was this plan covered by a fidelity bond | 2020-02-29 | Yes |
| Value of fidelity bond cover | 2020-02-29 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-02-29 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-02-29 | $65,707 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-02-29 | $655 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-02-29 | $655 |
| Other income not declared elsewhere | 2020-02-29 | $375,125 |
| Administrative expenses (other) incurred | 2020-02-29 | $143,990 |
| Total non interest bearing cash at end of year | 2020-02-29 | $1,176,122 |
| Total non interest bearing cash at beginning of year | 2020-02-29 | $915,783 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Value of net income/loss | 2020-02-29 | $266,415 |
| Value of net assets at end of year (total assets less liabilities) | 2020-02-29 | $1,684,523 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-02-29 | $1,418,108 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-02-29 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-02-29 | $509,056 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-02-29 | $502,980 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-02-29 | $502,980 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-02-29 | $6,076 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-02-29 | $35,071,693 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-02-29 | No |
| Contributions received in cash from employer | 2020-02-29 | $35,074,537 |
| Did the plan have assets held for investment | 2020-02-29 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-02-29 | Unqualified |
| Accountancy firm name | 2020-02-29 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2020-02-29 | 590548468 |
| 2019 : MCMS, INC. INSURANCE TRUST FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-02-28 | $655 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-02-28 | $755 |
| Total income from all sources (including contributions) | 2019-02-28 | $39,516,421 |
| Total of all expenses incurred | 2019-02-28 | $39,069,181 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-02-28 | $38,421,810 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-02-28 | $38,328,088 |
| Value of total assets at end of year | 2019-02-28 | $1,418,763 |
| Value of total assets at beginning of year | 2019-02-28 | $971,623 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-02-28 | $647,371 |
| Total interest from all sources | 2019-02-28 | $2,980 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-02-28 | No |
| Administrative expenses professional fees incurred | 2019-02-28 | $21,350 |
| Was this plan covered by a fidelity bond | 2019-02-28 | Yes |
| Value of fidelity bond cover | 2019-02-28 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-02-28 | $70,716 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-02-28 | $655 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-02-28 | $755 |
| Other income not declared elsewhere | 2019-02-28 | $1,185,353 |
| Administrative expenses (other) incurred | 2019-02-28 | $626,021 |
| Total non interest bearing cash at end of year | 2019-02-28 | $915,783 |
| Total non interest bearing cash at beginning of year | 2019-02-28 | $971,623 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-02-28 | No |
| Value of net income/loss | 2019-02-28 | $447,240 |
| Value of net assets at end of year (total assets less liabilities) | 2019-02-28 | $1,418,108 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-02-28 | $970,868 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-02-28 | $502,980 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-02-28 | $2,980 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-02-28 | $38,421,810 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-02-28 | No |
| Contributions received in cash from employer | 2019-02-28 | $38,257,372 |
| Did the plan have assets held for investment | 2019-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-02-28 | Unqualified |
| Accountancy firm name | 2019-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2019-02-28 | 590548468 |
| 2018 : MCMS, INC. INSURANCE TRUST FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $755 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-02-28 | $555 |
| Total income from all sources (including contributions) | 2018-02-28 | $37,324,487 |
| Total of all expenses incurred | 2018-02-28 | $37,003,431 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-02-28 | $36,839,479 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-02-28 | $37,126,931 |
| Value of total assets at end of year | 2018-02-28 | $971,623 |
| Value of total assets at beginning of year | 2018-02-28 | $650,367 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-02-28 | $163,952 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-02-28 | No |
| Administrative expenses professional fees incurred | 2018-02-28 | $33,758 |
| Was this plan covered by a fidelity bond | 2018-02-28 | Yes |
| Value of fidelity bond cover | 2018-02-28 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-02-28 | $142,416 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-02-28 | $755 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-02-28 | $555 |
| Other income not declared elsewhere | 2018-02-28 | $197,556 |
| Administrative expenses (other) incurred | 2018-02-28 | $130,194 |
| Total non interest bearing cash at end of year | 2018-02-28 | $971,623 |
| Total non interest bearing cash at beginning of year | 2018-02-28 | $650,367 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Value of net income/loss | 2018-02-28 | $321,056 |
| Value of net assets at end of year (total assets less liabilities) | 2018-02-28 | $970,868 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-02-28 | $649,812 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-02-28 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-02-28 | $36,839,479 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-02-28 | No |
| Contributions received in cash from employer | 2018-02-28 | $36,984,515 |
| Did the plan have assets held for investment | 2018-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-02-28 | Unqualified |
| Accountancy firm name | 2018-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2018-02-28 | 590548468 |
| 2017 : MCMS, INC. INSURANCE TRUST FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $555 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-02-28 | $555 |
| Total income from all sources (including contributions) | 2017-02-28 | $35,889,149 |
| Total of all expenses incurred | 2017-02-28 | $35,867,866 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-02-28 | $35,675,471 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-02-28 | $35,361,294 |
| Value of total assets at end of year | 2017-02-28 | $650,367 |
| Value of total assets at beginning of year | 2017-02-28 | $629,084 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-02-28 | $192,395 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-02-28 | No |
| Administrative expenses professional fees incurred | 2017-02-28 | $19,938 |
| Was this plan covered by a fidelity bond | 2017-02-28 | Yes |
| Value of fidelity bond cover | 2017-02-28 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-02-28 | $50,118 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-02-28 | $555 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-02-28 | $555 |
| Other income not declared elsewhere | 2017-02-28 | $527,855 |
| Administrative expenses (other) incurred | 2017-02-28 | $172,457 |
| Total non interest bearing cash at end of year | 2017-02-28 | $650,367 |
| Total non interest bearing cash at beginning of year | 2017-02-28 | $629,084 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Value of net income/loss | 2017-02-28 | $21,283 |
| Value of net assets at end of year (total assets less liabilities) | 2017-02-28 | $649,812 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-02-28 | $628,529 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-02-28 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-02-28 | $35,161,018 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-02-28 | No |
| Contributions received in cash from employer | 2017-02-28 | $35,311,176 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-02-28 | $514,453 |
| Did the plan have assets held for investment | 2017-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-02-28 | Unqualified |
| Accountancy firm name | 2017-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2017-02-28 | 590548468 |
| 2016 : MCMS, INC. INSURANCE TRUST FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $555 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-02-29 | $555 |
| Total income from all sources (including contributions) | 2016-02-29 | $35,642,615 |
| Total of all expenses incurred | 2016-02-29 | $35,587,512 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-02-29 | $35,385,215 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-02-29 | $34,914,997 |
| Value of total assets at end of year | 2016-02-29 | $629,084 |
| Value of total assets at beginning of year | 2016-02-29 | $573,981 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-02-29 | $202,297 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-02-29 | No |
| Administrative expenses professional fees incurred | 2016-02-29 | $26,938 |
| Was this plan covered by a fidelity bond | 2016-02-29 | Yes |
| Value of fidelity bond cover | 2016-02-29 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-02-29 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-02-29 | $44,996 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-02-29 | $555 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-02-29 | $555 |
| Other income not declared elsewhere | 2016-02-29 | $727,618 |
| Administrative expenses (other) incurred | 2016-02-29 | $175,359 |
| Total non interest bearing cash at end of year | 2016-02-29 | $629,084 |
| Total non interest bearing cash at beginning of year | 2016-02-29 | $573,981 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
| Value of net income/loss | 2016-02-29 | $55,103 |
| Value of net assets at end of year (total assets less liabilities) | 2016-02-29 | $628,529 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-02-29 | $573,426 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-02-29 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-02-29 | $35,101,772 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-02-29 | No |
| Contributions received in cash from employer | 2016-02-29 | $34,870,001 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-02-29 | $283,443 |
| Did the plan have assets held for investment | 2016-02-29 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-02-29 | Unqualified |
| Accountancy firm name | 2016-02-29 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2016-02-29 | 590548468 |
| 2015 : MCMS, INC. INSURANCE TRUST FUND 2015 401k financial data |
|---|
| Total transfer of assets to this plan | 2015-02-28 | $293,295 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-02-28 | $555 |
| Total income from all sources (including contributions) | 2015-02-28 | $28,991,805 |
| Total of all expenses incurred | 2015-02-28 | $30,101,074 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-02-28 | $29,403,665 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-02-28 | $28,606,311 |
| Value of total assets at end of year | 2015-02-28 | $573,981 |
| Value of total assets at beginning of year | 2015-02-28 | $1,389,400 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-02-28 | $697,409 |
| Total interest from all sources | 2015-02-28 | $858 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-02-28 | No |
| Administrative expenses professional fees incurred | 2015-02-28 | $22,634 |
| Was this plan covered by a fidelity bond | 2015-02-28 | Yes |
| Value of fidelity bond cover | 2015-02-28 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-02-28 | $229,478 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-02-28 | $555 |
| Other income not declared elsewhere | 2015-02-28 | $384,636 |
| Administrative expenses (other) incurred | 2015-02-28 | $674,775 |
| Total non interest bearing cash at end of year | 2015-02-28 | $573,981 |
| Total non interest bearing cash at beginning of year | 2015-02-28 | $1,087,377 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
| Value of net income/loss | 2015-02-28 | $-1,109,269 |
| Value of net assets at end of year (total assets less liabilities) | 2015-02-28 | $573,426 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-02-28 | $1,389,400 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-02-28 | No |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-02-28 | $302,023 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-02-28 | $302,023 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-02-28 | $858 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-02-28 | $29,297,335 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-02-28 | No |
| Contributions received in cash from employer | 2015-02-28 | $28,376,833 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-02-28 | $106,330 |
| Did the plan have assets held for investment | 2015-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-02-28 | Unqualified |
| Accountancy firm name | 2015-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2015-02-28 | 590548468 |
| 2014 : MCMS, INC. INSURANCE TRUST FUND 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-02-28 | $9,153,771 |
| Total of all expenses incurred | 2014-02-28 | $8,916,815 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-02-28 | $8,798,310 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-02-28 | $8,937,449 |
| Value of total assets at end of year | 2014-02-28 | $1,389,400 |
| Value of total assets at beginning of year | 2014-02-28 | $1,152,444 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-02-28 | $118,505 |
| Total interest from all sources | 2014-02-28 | $3,970 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-02-28 | No |
| Administrative expenses professional fees incurred | 2014-02-28 | $51,969 |
| Was this plan covered by a fidelity bond | 2014-02-28 | Yes |
| Value of fidelity bond cover | 2014-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-02-28 | $87,281 |
| Other income not declared elsewhere | 2014-02-28 | $212,352 |
| Administrative expenses (other) incurred | 2014-02-28 | $66,536 |
| Total non interest bearing cash at end of year | 2014-02-28 | $1,087,377 |
| Total non interest bearing cash at beginning of year | 2014-02-28 | $852,255 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
| Value of net income/loss | 2014-02-28 | $236,956 |
| Value of net assets at end of year (total assets less liabilities) | 2014-02-28 | $1,389,400 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-02-28 | $1,152,444 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-02-28 | $302,023 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-02-28 | $300,189 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-02-28 | $300,189 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-02-28 | $3,970 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-02-28 | $8,798,310 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-02-28 | No |
| Contributions received in cash from employer | 2014-02-28 | $8,850,168 |
| Did the plan have assets held for investment | 2014-02-28 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-02-28 | Unqualified |
| Accountancy firm name | 2014-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2014-02-28 | 590548468 |
| 2013 : MCMS, INC. INSURANCE TRUST FUND 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-02-28 | $9,159,064 |
| Total of all expenses incurred | 2013-02-28 | $8,322,174 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-02-28 | $8,226,113 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-02-28 | $8,774,515 |
| Value of total assets at end of year | 2013-02-28 | $1,152,444 |
| Value of total assets at beginning of year | 2013-02-28 | $315,554 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-02-28 | $96,061 |
| Total interest from all sources | 2013-02-28 | $3,165 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-02-28 | No |
| Administrative expenses professional fees incurred | 2013-02-28 | $14,978 |
| Was this plan covered by a fidelity bond | 2013-02-28 | Yes |
| Value of fidelity bond cover | 2013-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-02-28 | $53,369 |
| Other income not declared elsewhere | 2013-02-28 | $381,384 |
| Administrative expenses (other) incurred | 2013-02-28 | $81,083 |
| Total non interest bearing cash at end of year | 2013-02-28 | $852,255 |
| Total non interest bearing cash at beginning of year | 2013-02-28 | $315,554 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
| Value of net income/loss | 2013-02-28 | $836,890 |
| Value of net assets at end of year (total assets less liabilities) | 2013-02-28 | $1,152,444 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-02-28 | $315,554 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-02-28 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-02-28 | $300,189 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-02-28 | $3,165 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-02-28 | No |
| Contributions received in cash from employer | 2013-02-28 | $8,721,146 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-02-28 | $8,226,113 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-02-28 | No |
| Did the plan have assets held for investment | 2013-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-02-28 | Unqualified |
| Accountancy firm name | 2013-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2013-02-28 | 590548468 |
| 2012 : MCMS, INC. INSURANCE TRUST FUND 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-02-29 | $8,464,196 |
| Total of all expenses incurred | 2012-02-29 | $8,428,912 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-02-29 | $8,390,918 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-02-29 | $8,383,982 |
| Value of total assets at end of year | 2012-02-29 | $315,554 |
| Value of total assets at beginning of year | 2012-02-29 | $280,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-02-29 | $37,994 |
| Total interest from all sources | 2012-02-29 | $3,012 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-02-29 | No |
| Administrative expenses professional fees incurred | 2012-02-29 | $8,670 |
| Was this plan covered by a fidelity bond | 2012-02-29 | Yes |
| Value of fidelity bond cover | 2012-02-29 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-02-29 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-02-29 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-02-29 | $49,264 |
| Other income not declared elsewhere | 2012-02-29 | $77,202 |
| Administrative expenses (other) incurred | 2012-02-29 | $29,324 |
| Total non interest bearing cash at end of year | 2012-02-29 | $315,554 |
| Total non interest bearing cash at beginning of year | 2012-02-29 | $280,270 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
| Value of net income/loss | 2012-02-29 | $35,284 |
| Value of net assets at end of year (total assets less liabilities) | 2012-02-29 | $315,554 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-02-29 | $280,270 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-02-29 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-02-29 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-02-29 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-02-29 | $3,012 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-02-29 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-02-29 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-02-29 | No |
| Contributions received in cash from employer | 2012-02-29 | $8,334,718 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-02-29 | $8,390,918 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-02-29 | No |
| Did the plan have assets held for investment | 2012-02-29 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-02-29 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-02-29 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-02-29 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-02-29 | Unqualified |
| Accountancy firm name | 2012-02-29 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2012-02-29 | 590548468 |
| 2011 : MCMS, INC. INSURANCE TRUST FUND 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-02-28 | $8,031,660 |
| Total of all expenses incurred | 2011-02-28 | $8,500,903 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-02-28 | $8,457,280 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-02-28 | $7,850,513 |
| Value of total assets at end of year | 2011-02-28 | $280,270 |
| Value of total assets at beginning of year | 2011-02-28 | $749,513 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-02-28 | $43,623 |
| Total interest from all sources | 2011-02-28 | $7,290 |
| Administrative expenses professional fees incurred | 2011-02-28 | $42,587 |
| Was this plan covered by a fidelity bond | 2011-02-28 | Yes |
| Value of fidelity bond cover | 2011-02-28 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-02-28 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-02-28 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-02-28 | $48,885 |
| Other income not declared elsewhere | 2011-02-28 | $173,857 |
| Administrative expenses (other) incurred | 2011-02-28 | $1,036 |
| Total non interest bearing cash at end of year | 2011-02-28 | $280,270 |
| Total non interest bearing cash at beginning of year | 2011-02-28 | $749,513 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
| Value of net income/loss | 2011-02-28 | $-469,243 |
| Value of net assets at end of year (total assets less liabilities) | 2011-02-28 | $280,270 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-02-28 | $749,513 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-02-28 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-02-28 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-02-28 | No |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-02-28 | $7,290 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-02-28 | $8,457,280 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-02-28 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-02-28 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-02-28 | No |
| Contributions received in cash from employer | 2011-02-28 | $7,801,628 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-02-28 | No |
| Did the plan have assets held for investment | 2011-02-28 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-02-28 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-02-28 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-02-28 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-02-28 | Unqualified |
| Accountancy firm name | 2011-02-28 | PURVIS, GRAY AND COMPANY, LLP |
| Accountancy firm EIN | 2011-02-28 | 590548468 |
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | 16510 |
| Policy instance | 1 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 3072 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Health Insurance Welfare Benefit | Yes | | 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 number | 169612 |
| Policy instance | 5 |
| Insurance contract or identification number | 169612 | | Number of Individuals Covered | 476 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Total amount of commissions paid to insurance broker | USD $5,866 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,866 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 169612 |
| Policy instance | 4 |
| Insurance contract or identification number | 169612 | | Number of Individuals Covered | 346 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2003-02-28 | | Total amount of commissions paid to insurance broker | USD $7,212 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,212 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 169612 |
| Policy instance | 3 |
| Insurance contract or identification number | 169612 | | Number of Individuals Covered | 2345 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Total amount of commissions paid to insurance broker | USD $8,252 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,252 | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | 16510 |
| Policy instance | 2 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 666 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00027594 |
| Policy instance | 6 |
| Insurance contract or identification number | 00027594 | | Number of Individuals Covered | 1197 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Total amount of commissions paid to insurance broker | USD $30,743 | | Total amount of fees paid to insurance company | USD $9,993 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $614,851 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,743 | | Amount paid for insurance broker fees | 9993 | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 058 |
| Policy instance | 8 |
| Insurance contract or identification number | ASSOCIATION 058 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $39,892 | | Total amount of fees paid to insurance company | USD $46,540 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 46540 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $39,892 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 057 |
| Policy instance | 9 |
| Insurance contract or identification number | ASSOCIATION 057 | | Number of Individuals Covered | 477 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $81,557 | | Total amount of fees paid to insurance company | USD $95,150 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 95150 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $70,912 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 078 |
| Policy instance | 11 |
| Insurance contract or identification number | ASSOCIATION 078 | | Number of Individuals Covered | 233 | | Insurance policy start date | 2020-03-10 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $40,421 | | Total amount of fees paid to insurance company | USD $47,157 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 47157 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $40,421 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 069 |
| Policy instance | 1 |
| Insurance contract or identification number | ASSOCIATION 069 | | Number of Individuals Covered | 840 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of fees paid to insurance company | USD $160,444 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 160444 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 043 |
| Policy instance | 7 |
| Insurance contract or identification number | ASSOCIATION 043 | | Number of Individuals Covered | 190 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $38,005 | | Total amount of fees paid to insurance company | USD $44,339 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 44339 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $38,005 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 074 |
| Policy instance | 6 |
| Insurance contract or identification number | ASSOCIATION 074 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $9,120 | | Total amount of fees paid to insurance company | USD $10,640 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 10640 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $4,755 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 070 |
| Policy instance | 5 |
| Insurance contract or identification number | ASSOCIATION 070 | | Number of Individuals Covered | 254 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of fees paid to insurance company | USD $98,671 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 98671 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 077 |
| Policy instance | 10 |
| Insurance contract or identification number | ASSOCIATION 077 | | Number of Individuals Covered | 153 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $14,779 | | Total amount of fees paid to insurance company | USD $39,250 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 39250 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $8,315 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 066 |
| Policy instance | 3 |
| Insurance contract or identification number | ASSOCIATION 066 | | Number of Individuals Covered | 327 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $52,968 | | Total amount of fees paid to insurance company | USD $62,155 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 62155 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $52,837 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 061 |
| Policy instance | 2 |
| Insurance contract or identification number | ASSOCIATION 061 | | Number of Individuals Covered | 455 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $71,987 | | Total amount of fees paid to insurance company | USD $87,309 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 87309 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $43,195 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 083 |
| Policy instance | 12 |
| Insurance contract or identification number | ASSOCIATION 083 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of fees paid to insurance company | USD $16,187 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 16187 | | Additional information about fees paid to insurance broker | SERVICE AGENT | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 069 |
| Policy instance | 13 |
| Insurance contract or identification number | ASSOCIATION 069 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of fees paid to insurance company | USD $12,874 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 12874 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 066 |
| Policy instance | 14 |
| Insurance contract or identification number | ASSOCIATION 066 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $845 | | Total amount of fees paid to insurance company | USD $986 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 986 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $845 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIAITON 059 |
| Policy instance | 4 |
| Insurance contract or identification number | ASSOCIAITON 059 | | Number of Individuals Covered | 137 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $25,374 | | Total amount of fees paid to insurance company | USD $29,603 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 29603 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $14,780 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | 16510 |
| Policy instance | 24 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 492 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-02-28 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | 16510 |
| Policy instance | 23 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 3313 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-02-28 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 057 |
| Policy instance | 22 |
| Insurance contract or identification number | ASSOCIATION 057 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $4,630 | | Total amount of fees paid to insurance company | USD $5,424 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5424 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $3,564 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 058 |
| Policy instance | 21 |
| Insurance contract or identification number | ASSOCIATION 058 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $3,489 | | Total amount of fees paid to insurance company | USD $4,070 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4070 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $3,489 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 083 |
| Policy instance | 20 |
| Insurance contract or identification number | ASSOCIATION 083 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of fees paid to insurance company | USD $5,702 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5702 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 077 |
| Policy instance | 19 |
| Insurance contract or identification number | ASSOCIATION 077 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $9,183 | | Total amount of fees paid to insurance company | USD $11,472 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 11472 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $6,316 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 043 |
| Policy instance | 18 |
| Insurance contract or identification number | ASSOCIATION 043 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $3,168 | | Total amount of fees paid to insurance company | USD $3,696 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3696 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $3,168 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 074 |
| Policy instance | 17 |
| Insurance contract or identification number | ASSOCIATION 074 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $1,555 | | Total amount of fees paid to insurance company | USD $1,815 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1815 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $1,291 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 070 |
| Policy instance | 16 |
| Insurance contract or identification number | ASSOCIATION 070 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of fees paid to insurance company | USD $9,213 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 9213 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 059 |
| Policy instance | 15 |
| Insurance contract or identification number | ASSOCIATION 059 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $1,231 | | Total amount of fees paid to insurance company | USD $1,437 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1437 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $1,195 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 057 |
| Policy instance | 9 |
| Insurance contract or identification number | ASSOCIATION 057 | | Number of Individuals Covered | 560 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $128,675 | | Total amount of fees paid to insurance company | USD $149,392 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 149392 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $110,093 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 058 |
| Policy instance | 8 |
| Insurance contract or identification number | ASSOCIATION 058 | | Number of Individuals Covered | 189 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $71,681 | | Total amount of fees paid to insurance company | USD $83,481 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 83481 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $71,335 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 043 |
| Policy instance | 7 |
| Insurance contract or identification number | ASSOCIATION 043 | | Number of Individuals Covered | 199 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $62,775 | | Total amount of fees paid to insurance company | USD $73,197 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 73197 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $62,775 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 074 |
| Policy instance | 6 |
| Insurance contract or identification number | ASSOCIATION 074 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $36,349 | | Total amount of fees paid to insurance company | USD $42,408 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 42408 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $21,687 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 070 |
| Policy instance | 5 |
| Insurance contract or identification number | ASSOCIATION 070 | | Number of Individuals Covered | 286 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of fees paid to insurance company | USD $175,126 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 175126 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIAITON 059 |
| Policy instance | 4 |
| Insurance contract or identification number | ASSOCIAITON 059 | | Number of Individuals Covered | 139 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $39,421 | | Total amount of fees paid to insurance company | USD $45,991 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 45991 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $22,189 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 066 |
| Policy instance | 3 |
| Insurance contract or identification number | ASSOCIATION 066 | | Number of Individuals Covered | 321 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $88,972 | | Total amount of fees paid to insurance company | USD $102,451 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 102451 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $87,562 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 061 |
| Policy instance | 2 |
| Insurance contract or identification number | ASSOCIATION 061 | | Number of Individuals Covered | 465 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $127,997 | | Total amount of fees paid to insurance company | USD $149,916 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 149916 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $80,854 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 069 |
| Policy instance | 1 |
| Insurance contract or identification number | ASSOCIATION 069 | | Number of Individuals Covered | 882 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of fees paid to insurance company | USD $278,943 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 278943 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 077 |
| Policy instance | 10 |
| Insurance contract or identification number | ASSOCIATION 077 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $6,592 | | Total amount of fees paid to insurance company | USD $31,717 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 31717 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $6,592 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 078 |
| Policy instance | 11 |
| Insurance contract or identification number | ASSOCIATION 078 | | Number of Individuals Covered | 207 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $63,441 | | Total amount of fees paid to insurance company | USD $73,971 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 73971 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $63,441 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 069 |
| Policy instance | 13 |
| Insurance contract or identification number | ASSOCIATION 069 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of fees paid to insurance company | USD $18,969 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 18969 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 058 |
| Policy instance | 21 |
| Insurance contract or identification number | ASSOCIATION 058 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $5,286 | | Total amount of fees paid to insurance company | USD $5,855 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5855 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $5,286 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 083 |
| Policy instance | 20 |
| Insurance contract or identification number | ASSOCIATION 083 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of fees paid to insurance company | USD $594 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 594 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 077 |
| Policy instance | 19 |
| Insurance contract or identification number | ASSOCIATION 077 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $6,670 | | Total amount of fees paid to insurance company | USD $4,490 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,670 | | Additional information about fees paid to insurance broker | SERVICE AGENT | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4490 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 043 |
| Policy instance | 18 |
| Insurance contract or identification number | ASSOCIATION 043 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $2,832 | | Total amount of fees paid to insurance company | USD $2,904 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2904 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $2,832 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 074 |
| Policy instance | 17 |
| Insurance contract or identification number | ASSOCIATION 074 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $4,207 | | Total amount of fees paid to insurance company | USD $3,969 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3969 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $2,727 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 070 |
| Policy instance | 16 |
| Insurance contract or identification number | ASSOCIATION 070 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of fees paid to insurance company | USD $12,987 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 12987 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 059 |
| Policy instance | 15 |
| Insurance contract or identification number | ASSOCIATION 059 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $761 | | Total amount of fees paid to insurance company | USD $888 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 888 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $682 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
| Policy contract number | ASSOCIATION 066 |
| Policy instance | 14 |
| Insurance contract or identification number | ASSOCIATION 066 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $103 | | Total amount of fees paid to insurance company | USD $23 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $103 | | Additional information about fees paid to insurance broker | SERVICE AGENT | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 23 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 083 |
| Policy instance | 12 |
| Insurance contract or identification number | ASSOCIATION 083 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $1,161 | | Total amount of fees paid to insurance company | USD $2,248 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2248 | | Additional information about fees paid to insurance broker | SERVICE AGENT | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $1,161 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 078 |
| Policy instance | 11 |
| Insurance contract or identification number | ASSOCIATION 078 | | Number of Individuals Covered | 372 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $69,386 | | Total amount of fees paid to insurance company | USD $80,938 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 80938 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $39,557 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 077 |
| Policy instance | 10 |
| Insurance contract or identification number | ASSOCIATION 077 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $81 | | Total amount of fees paid to insurance company | USD $13,893 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 13893 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $81 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 069 |
| Policy instance | 1 |
| Insurance contract or identification number | ASSOCIATION 069 | | Number of Individuals Covered | 1215 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $4,067 | | Total amount of fees paid to insurance company | USD $328,094 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 328094 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $1,405 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 061 |
| Policy instance | 2 |
| Insurance contract or identification number | ASSOCIATION 061 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $145,173 | | Total amount of fees paid to insurance company | USD $168,308 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 168308 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $89,037 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 066 |
| Policy instance | 3 |
| Insurance contract or identification number | ASSOCIATION 066 | | Number of Individuals Covered | 372 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $89,755 | | Total amount of fees paid to insurance company | USD $104,629 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 104629 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $88,472 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIAITON 059 |
| Policy instance | 4 |
| Insurance contract or identification number | ASSOCIAITON 059 | | Number of Individuals Covered | 372 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $43,344 | | Total amount of fees paid to insurance company | USD $50,166 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 50166 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $21,373 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 070 |
| Policy instance | 5 |
| Insurance contract or identification number | ASSOCIATION 070 | | Number of Individuals Covered | 236 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of fees paid to insurance company | USD $162,047 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 162047 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 074 |
| Policy instance | 6 |
| Insurance contract or identification number | ASSOCIATION 074 | | Number of Individuals Covered | 372 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $138,798 | | Total amount of fees paid to insurance company | USD $161,929 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 161929 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $121,841 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 043 |
| Policy instance | 7 |
| Insurance contract or identification number | ASSOCIATION 043 | | Number of Individuals Covered | 192 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $73,749 | | Total amount of fees paid to insurance company | USD $81,571 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 81571 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $73,749 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 058 |
| Policy instance | 8 |
| Insurance contract or identification number | ASSOCIATION 058 | | Number of Individuals Covered | 245 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $78,663 | | Total amount of fees paid to insurance company | USD $91,772 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 91772 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $76,260 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 057 |
| Policy instance | 9 |
| Insurance contract or identification number | ASSOCIATION 057 | | Number of Individuals Covered | 558 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $118,009 | | Total amount of fees paid to insurance company | USD $135,310 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 135310 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $97,373 |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIAITON 059 |
| Policy instance | 5 |
| Insurance contract or identification number | ASSOCIAITON 059 | | Number of Individuals Covered | 170 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $46,622 | | Total amount of fees paid to insurance company | USD $55,218 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 55218 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $23,822 | | Insurance broker name | GOINS & ASSOCIATES, INC |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 066 |
| Policy instance | 4 |
| Insurance contract or identification number | ASSOCIATION 066 | | Number of Individuals Covered | 401 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $115,236 | | Total amount of fees paid to insurance company | USD $134,339 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 134339 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $113,793 | | Insurance broker name | ROGERS BENEFIT GROUP |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 060 |
| Policy instance | 3 |
| Insurance contract or identification number | ASSOCIATION 060 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $16,373 | | Total amount of fees paid to insurance company | USD $19,102 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 19102 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $16,373 | | Insurance broker name | POPE INSURANCE LLC |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 061 |
| Policy instance | 2 |
| Insurance contract or identification number | ASSOCIATION 061 | | Number of Individuals Covered | 550 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $158,807 | | Total amount of fees paid to insurance company | USD $190,308 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 190308 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $95,028 | | Insurance broker name | NICHOLS & ASSOC. OF BAY COUNTY, INC |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 069 |
| Policy instance | 1 |
| Insurance contract or identification number | ASSOCIATION 069 | | Number of Individuals Covered | 1215 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of fees paid to insurance company | USD $296,551 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 296551 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | BARRETT, LINER & BUSS, LLC |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 070 |
| Policy instance | 6 |
| Insurance contract or identification number | ASSOCIATION 070 | | Number of Individuals Covered | 236 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of fees paid to insurance company | USD $137,832 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 137832 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | BARRETT, LINER & BUSS, LLC |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 074 |
| Policy instance | 7 |
| Insurance contract or identification number | ASSOCIATION 074 | | Number of Individuals Covered | 432 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $113,623 | | Total amount of fees paid to insurance company | USD $132,558 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 132558 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $113,623 | | Insurance broker name | RAIMEY CORPORATION |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 043 |
| Policy instance | 8 |
| Insurance contract or identification number | ASSOCIATION 043 | | Number of Individuals Covered | 201 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $55,246 | | Total amount of fees paid to insurance company | USD $64,302 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 64302 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $55,246 | | Insurance broker name | KITCHNER & PIERRO & COMPANY |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 057 |
| Policy instance | 10 |
| Insurance contract or identification number | ASSOCIATION 057 | | Number of Individuals Covered | 479 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $98,703 | | Total amount of fees paid to insurance company | USD $115,153 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 115153 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $70,660 | | Insurance broker name | BENEFITS & PLANNING, INC. |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 058 |
| Policy instance | 9 |
| Insurance contract or identification number | ASSOCIATION 058 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $81,763 | | Total amount of fees paid to insurance company | USD $95,390 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 95390 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $79,546 | | Insurance broker name | DAVID H COLDWELL AND ASSOCIATES |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 077 |
| Policy instance | 11 |
| Insurance contract or identification number | ASSOCIATION 077 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-02-28 | | Total amount of fees paid to insurance company | USD $757 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 757 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | BARRETT, LINER & BUSS LLC |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 078 |
| Policy instance | 12 |
| Insurance contract or identification number | ASSOCIATION 078 | | Number of Individuals Covered | 225 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $42,750 | | Total amount of fees paid to insurance company | USD $48,796 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 48796 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $42,478 | | Insurance broker name | R V JOHNSON AGENCY INC |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 070 |
| Policy instance | 6 |
| Insurance contract or identification number | ASSOCIATION 070 | | Number of Individuals Covered | 327 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of fees paid to insurance company | USD $178,161 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 178161 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | SPENCER BARRETT |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIAITON 059 |
| Policy instance | 5 |
| Insurance contract or identification number | ASSOCIAITON 059 | | Number of Individuals Covered | 474 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $115,919 | | Total amount of fees paid to insurance company | USD $139,336 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 139336 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $77,482 | | Insurance broker name | KITCHNER & PIERRO & COMPANY |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 066 |
| Policy instance | 4 |
| Insurance contract or identification number | ASSOCIATION 066 | | Number of Individuals Covered | 628 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $100,983 | | Total amount of fees paid to insurance company | USD $118,449 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 118449 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $98,603 | | Insurance broker name | EXCELSIOR BENEFITS |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 060 |
| Policy instance | 3 |
| Insurance contract or identification number | ASSOCIATION 060 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $17,508 | | Total amount of fees paid to insurance company | USD $27,381 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27381 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $17,508 | | Insurance broker name | CAROLYN POPE |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 061 |
| Policy instance | 2 |
| Insurance contract or identification number | ASSOCIATION 061 | | Number of Individuals Covered | 458 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $227,355 | | Total amount of fees paid to insurance company | USD $257,701 | | Health Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid in cash? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 257701 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $91,941 | | Insurance broker name | NICHOLS & ASSOCIATES OF BAY COUNTY |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 069 |
| Policy instance | 1 |
| Insurance contract or identification number | ASSOCIATION 069 | | Number of Individuals Covered | 1087 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $745 | | Total amount of fees paid to insurance company | USD $290,440 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 290440 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $742 | | Insurance broker name | ALLIANCE&ASSOC. FINANCIAL SERVICES |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 074 |
| Policy instance | 7 |
| Insurance contract or identification number | ASSOCIATION 074 | | Number of Individuals Covered | 384 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $85,499 | | Total amount of fees paid to insurance company | USD $100,001 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 100001 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $85,581 | | Insurance broker name | PAYCHEX INSURANCE AGENCY, INC |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 043 |
| Policy instance | 8 |
| Insurance contract or identification number | ASSOCIATION 043 | | Number of Individuals Covered | 344 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $108,924 | | Total amount of fees paid to insurance company | USD $124,170 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 124170 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $108,924 | | Insurance broker name | KITCHNER & PIERRO & COMPANY |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 058 |
| Policy instance | 9 |
| Insurance contract or identification number | ASSOCIATION 058 | | Number of Individuals Covered | 330 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $92,841 | | Total amount of fees paid to insurance company | USD $113,698 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 113698 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $467 | | Insurance broker name | COLDWELL & COLDWELL |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 057 |
| Policy instance | 10 |
| Insurance contract or identification number | ASSOCIATION 057 | | Number of Individuals Covered | 252 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $20,501 | | Total amount of fees paid to insurance company | USD $84,378 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 84378 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $3,329 | | Insurance broker name | ROGERS BENEFIT GROUP |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIAITON 059 |
| Policy instance | 6 |
| Insurance contract or identification number | ASSOCIAITON 059 | | Number of Individuals Covered | 464 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $187,852 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 97778 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | ALBERT KITCHNER |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 066 |
| Policy instance | 5 |
| Insurance contract or identification number | ASSOCIATION 066 | | Number of Individuals Covered | 339 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $736 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 386 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | BROWN & BROWN OF FLORIDA |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 060 |
| Policy instance | 4 |
| Insurance contract or identification number | ASSOCIATION 060 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $44,574 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 19006 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | MICHAEL WRAGE |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 061 |
| Policy instance | 3 |
| Insurance contract or identification number | ASSOCIATION 061 | | Number of Individuals Covered | 657 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $295,390 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 153627 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | MICHAEL NICHOLS |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 069 |
| Policy instance | 1 |
| Insurance contract or identification number | ASSOCIATION 069 | | Number of Individuals Covered | 1186 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $210,195 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 210195 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | SPENCER BARRETT |
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| FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 76031 ) |
| Policy contract number | 16510 |
| Policy instance | 2 |
| Insurance contract or identification number | 16510 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | S. BARRETT & SONS, INC. |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | 16510 |
| Policy instance | 1 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 4295 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 070 |
| Policy instance | 7 |
| Insurance contract or identification number | ASSOCIATION 070 | | Number of Individuals Covered | 299 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $100,765 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 100765 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | SPENCER BARRETT |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 074 |
| Policy instance | 8 |
| Insurance contract or identification number | ASSOCIATION 074 | | Number of Individuals Covered | 310 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $22,794 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 37 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | RAIMEY CORPORATION |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 043 |
| Policy instance | 9 |
| Insurance contract or identification number | ASSOCIATION 043 | | Number of Individuals Covered | 390 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $169,747 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 89945 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | KITCHNER & PIERRO & COMPANY |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 057 |
| Policy instance | 11 |
| Insurance contract or identification number | ASSOCIATION 057 | | Number of Individuals Covered | 225 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $99,515 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 17506 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | BENEFITS & PLANNING, INC. |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | ASSOCIATION 058 |
| Policy instance | 10 |
| Insurance contract or identification number | ASSOCIATION 058 | | Number of Individuals Covered | 317 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of fees paid to insurance company | USD $119,330 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 56974 | | Additional information about fees paid to insurance broker | TPA: SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | COLDWELL & COLDWELL |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | 16510 |
| Policy instance | 1 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 1185 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $262,142 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 262142 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | SPENCER BARRETT |
|
| FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 76031 ) |
| Policy contract number | 16510 |
| Policy instance | 2 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 1075 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-02-28 | | Total amount of fees paid to insurance company | USD $1,738 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $49,849 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2065 | | Additional information about fees paid to insurance broker | TPA; SERVICE AGENT | | Insurance broker organization code? | 5 | | Insurance broker name | S. BARRETT & SONS, INC. |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | 16510 |
| Policy instance | 1 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 1157 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $267,704 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 267704 | | Additional information about fees paid to insurance broker | ADMINISTRATION & SERVICING | | Insurance broker organization code? | 5 | | Insurance broker name | S. BARRETT & SONS, INC |
|
| FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 76031 ) |
| Policy contract number | 16510 |
| Policy instance | 2 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 1051 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-02-28 | | Total amount of fees paid to insurance company | USD $1,743 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $54,416 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1743 | | Additional information about fees paid to insurance broker | ADMINISTRATION & SERVICING | | Insurance broker organization code? | 5 | | Insurance broker name | S. BARRETT & SONS, INC. |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | 16510 |
| Policy instance | 1 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 1147 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $246,585 | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 76031 ) |
| Policy contract number | 16510 |
| Policy instance | 2 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 1007 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $1,796 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,305 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 ) |
| Policy contract number | 16510 |
| Policy instance | 1 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 1111 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $239,084 | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FLORIDA COMBINED LIFE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 76031 ) |
| Policy contract number | 16510 |
| Policy instance | 2 |
| Insurance contract or identification number | 16510 | | Number of Individuals Covered | 993 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of fees paid to insurance company | USD $1,953 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $55,615 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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