401k Plan data: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS plan

JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 401k Plan overview

Plan Name	JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS
Plan identification number	501

JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS has sponsored the creation of one or more 401k plans.

Company Name: JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS

Employer identification number (EIN): 251720606

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-07-01
501 2021-07-01
501 2020-07-01
501 2019-07-01
501 2018-07-01
501 2017-07-01 JAY SUKERNEK JAY SUKERNEK 2018-11-05
501 2016-07-01 LINDA FEHL LINDA FEHL 2017-11-13
501 2015-07-01 LINDA FEHL LINDA FEHL 2017-01-06
501 2014-07-01 LINDA FEHL LINDA FEHL 2015-11-12
501 2013-07-01 LINDA FEHL LINDA FEHL 2014-12-01
501 2012-07-01 LINDA FEHL LINDA FEHL 2013-09-27
501 2011-07-01 LINDA FEHL LINDA FEHL 2012-10-16
501 2010-07-01 LINDA FEHL LINDA FEHL 2011-10-18
501 2009-07-01 LINDA FEHL LINDA FEHL 2011-04-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2022-07-01
501	2021-07-01
501	2020-07-01
501	2019-07-01
501	2018-07-01
501	2017-07-01	JAY SUKERNEK	JAY SUKERNEK	2018-11-05
501	2016-07-01	LINDA FEHL	LINDA FEHL	2017-11-13
501	2015-07-01	LINDA FEHL	LINDA FEHL	2017-01-06
501	2014-07-01	LINDA FEHL	LINDA FEHL	2015-11-12
501	2013-07-01	LINDA FEHL	LINDA FEHL	2014-12-01
501	2012-07-01	LINDA FEHL	LINDA FEHL	2013-09-27
501	2011-07-01	LINDA FEHL	LINDA FEHL	2012-10-16
501	2010-07-01	LINDA FEHL	LINDA FEHL	2011-10-18
501	2009-07-01	LINDA FEHL	LINDA FEHL	2011-04-12

Plan Statistics for JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS

401k plan membership statisitcs for JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS

Measure Date Value
2022: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2022 401k membership
Total participants, beginning-of-year 2022-07-01 106
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 86
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 86
2021: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2021 401k membership
Total participants, beginning-of-year 2021-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 106
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 106
2020: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2020 401k membership
Total participants, beginning-of-year 2020-07-01 169
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 129
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 129
2019: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2019 401k membership
Total participants, beginning-of-year 2019-07-01 206
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 169
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 169
2018: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2018 401k membership
Total participants, beginning-of-year 2018-07-01 211
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 206
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 206
2017: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2017 401k membership
Total participants, beginning-of-year 2017-07-01 179
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 211
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 211
2016: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2016 401k membership
Total participants, beginning-of-year 2016-07-01 168
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 179
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 179
2015: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2015 401k membership
Total participants, beginning-of-year 2015-07-01 171
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 168
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 168
2014: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2014 401k membership
Total participants, beginning-of-year 2014-07-01 168
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 171
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 171
2013: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2013 401k membership
Total participants, beginning-of-year 2013-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 168
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 168
2012: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2012 401k membership
Total participants, beginning-of-year 2012-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 146
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 146
2011: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2011 401k membership
Total participants, beginning-of-year 2011-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 144
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 144
2010: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2010 401k membership
Total participants, beginning-of-year 2010-07-01 157
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 151
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 151
2009: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2009 401k membership
Total participants, beginning-of-year 2009-07-01 160
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 157
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 157

Measure	Date	Value
2022: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2022 401k membership
Total participants, beginning-of-year	2022-07-01	106
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	86
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	86
2021: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2021 401k membership
Total participants, beginning-of-year	2021-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	106
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	106
2020: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2020 401k membership
Total participants, beginning-of-year	2020-07-01	169
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	129
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	129
2019: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2019 401k membership
Total participants, beginning-of-year	2019-07-01	206
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	169
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	169
2018: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2018 401k membership
Total participants, beginning-of-year	2018-07-01	211
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	206
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	206
2017: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2017 401k membership
Total participants, beginning-of-year	2017-07-01	179
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	211
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	211
2016: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2016 401k membership
Total participants, beginning-of-year	2016-07-01	168
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	179
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	179
2015: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2015 401k membership
Total participants, beginning-of-year	2015-07-01	171
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	168
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	168
2014: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2014 401k membership
Total participants, beginning-of-year	2014-07-01	168
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	171
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	171
2013: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2013 401k membership
Total participants, beginning-of-year	2013-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	168
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	168
2012: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2012 401k membership
Total participants, beginning-of-year	2012-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	146
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	146
2011: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2011 401k membership
Total participants, beginning-of-year	2011-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	144
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	144
2010: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2010 401k membership
Total participants, beginning-of-year	2010-07-01	157
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	151
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	151
2009: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2009 401k membership
Total participants, beginning-of-year	2009-07-01	160
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	157
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	157

Form 5500 Responses for JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS

2022: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2021: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: JEWISH ASSOCIATION ON AGING GROUP WELFARE BENEFITS 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	83
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $625
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $625
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

10254449-450

Policy instance

Insurance contract or identification number	10254449-450
Number of Individuals Covered	86
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $2,005
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $40,095
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,005
Insurance broker organization code?	3

UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )

Policy contract number

919923-009&000

Policy instance

Insurance contract or identification number	919923-009&000
Number of Individuals Covered	140
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $5,880
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $58,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,880
Insurance broker organization code?	3

UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )

Policy contract number

919923-000,-099

Policy instance

Insurance contract or identification number	919923-000,-099
Number of Individuals Covered	175
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $7,048
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $70,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,048
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

10254449-50

Policy instance

Insurance contract or identification number	10254449-50
Number of Individuals Covered	106
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $2,402
Total amount of fees paid to insurance company	USD $4,718
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $48,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,402
Amount paid for insurance broker fees	4718
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	105
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $386
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $386
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

10254449-50

Policy instance

Insurance contract or identification number	10254449-50
Number of Individuals Covered	129
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $3,333
Total amount of fees paid to insurance company	USD $6,032
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $66,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,333
Amount paid for insurance broker fees	6032
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3

UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )

Policy contract number

919923-000,-099

Policy instance

Insurance contract or identification number	919923-000,-099
Number of Individuals Covered	216
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $8,824
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $88,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,824
Insurance broker organization code?	3

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	118
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $810
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $810
Insurance broker organization code?	3

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	151
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $421
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $421
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

10254449-50

Policy instance

Insurance contract or identification number	10254449-50
Number of Individuals Covered	169
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $8,570
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $65,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,701
Insurance broker organization code?	3

UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )

Policy contract number

919923-000,-099

Policy instance

Insurance contract or identification number	919923-000,-099
Number of Individuals Covered	332
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $10,842
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $108,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,842
Insurance broker organization code?	3

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05984231

Policy instance

Insurance contract or identification number	TM05984231
Number of Individuals Covered	206
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $10,681
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $118,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,681
Insurance broker organization code?	3

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	184
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,011
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,011
Insurance broker organization code?	3

UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )

Policy contract number

919923-000,-099

Policy instance

Insurance contract or identification number	919923-000,-099
Number of Individuals Covered	356
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $12,418
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $123,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,418
Insurance broker organization code?	3

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05984231

Policy instance

Insurance contract or identification number	TM05984231
Number of Individuals Covered	211
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $9,765
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $121,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,765
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )

Policy contract number

919923-000,-099

Policy instance

Insurance contract or identification number	919923-000,-099
Number of Individuals Covered	372
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $12,929
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $129,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,929
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	185
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $468
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $468
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	168
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $454
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $454
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05984231

Policy instance

Insurance contract or identification number	TM05984231
Number of Individuals Covered	321
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $13,507
Dental Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $213,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,507
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )

Policy contract number

006465802-906

Policy instance

Insurance contract or identification number	006465802-906
Number of Individuals Covered	299
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $57,501
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,359,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50,382
Insurance broker organization code?	3
Insurance broker name	JRG ADVISORS LLC

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05984231

Policy instance

Insurance contract or identification number	TM05984231
Number of Individuals Covered	310
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $12,866
Dental Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $213,001
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,866
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	171
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $862
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $862
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )

Policy contract number

006465802-906

Policy instance

Insurance contract or identification number	006465802-906
Number of Individuals Covered	297
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $38,483
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,250,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,483
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	168
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $473
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $473
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05984231

Policy instance

Insurance contract or identification number	TM05984231
Number of Individuals Covered	317
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $13,140
Total amount of fees paid to insurance company	USD $455
Dental Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $204,931
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,140
Amount paid for insurance broker fees	455
Additional information about fees paid to insurance broker	SUPPLEMENTAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )

Policy contract number

006465802-906

Policy instance

Insurance contract or identification number	006465802-906
Number of Individuals Covered	296
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $32,482
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,191,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,482
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )

Policy contract number

006465800

Policy instance

Insurance contract or identification number	006465800
Number of Individuals Covered	248
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $41,743
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,399,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41,743
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05984231

Policy instance

Insurance contract or identification number	TM05984231
Number of Individuals Covered	272
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $11,616
Total amount of fees paid to insurance company	USD $1,112
Dental Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ADD
Welfare Benefit Premiums Paid to Carrier	USD $173,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,616
Amount paid for insurance broker fees	1112
Additional information about fees paid to insurance broker	SUPPLEMENTAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	146
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $748
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $748
Insurance broker organization code?	3
Insurance broker name	BBR BENEFITS SOLUTIONS, LLC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

53229

Policy instance

Insurance contract or identification number	53229
Number of Individuals Covered	144
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $7,813
Total amount of fees paid to insurance company	USD $52
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $78,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )

Policy contract number

006465800

Policy instance

Insurance contract or identification number	006465800
Number of Individuals Covered	249
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $36,105
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,378,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

TM05984231

Policy instance

Insurance contract or identification number	TM05984231
Number of Individuals Covered	277
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $3,032
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $84,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	152
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $425
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

53229

Policy instance

Insurance contract or identification number	53229
Number of Individuals Covered	153
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $7,429
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $73,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62294 )

Policy contract number

837098-000

Policy instance

Insurance contract or identification number	837098-000
Number of Individuals Covered	262
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $3,737
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $92,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )

Policy contract number

006465800

Policy instance

Insurance contract or identification number	006465800
Number of Individuals Covered	232
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $41,089
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,269,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )

Policy contract number

1895

Policy instance

Insurance contract or identification number	1895
Number of Individuals Covered	148
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $738
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JEWISH ASSOCIATION ON AGING AND AFFILIATED PROGRAMS
Employer identification number (EIN):	251720606
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities