SCOTT & WHITE HEALTHCARE has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2016 : SCOTT & WHITE MEDICAL PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-01-01 | $8,887,542 |
| Total plan liabilities at end of year | 2016-01-01 | $0 |
| Total plan liabilities at beginning of year | 2016-01-01 | $11,005,000 |
| Total plan assets at end of year | 2016-01-01 | $0 |
| Total plan assets at beginning of year | 2016-01-01 | $2,117,458 |
| Value of fidelity bond covering the plan | 2016-01-01 | $5,000,000 |
| Net plan assets at end of year (total assets less liabilities) | 2016-01-01 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-01-01 | $-8,887,542 |
| 2015 : SCOTT & WHITE MEDICAL PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $11,005,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,738,000 |
| Total income from all sources (including contributions) | 2015-12-31 | $131,259,682 |
| Total of all expenses incurred | 2015-12-31 | $135,589,257 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $135,589,257 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $131,259,682 |
| Value of total assets at end of year | 2015-12-31 | $2,117,458 |
| Value of total assets at beginning of year | 2015-12-31 | $1,180,033 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $42,439,773 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $5,266,999 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $121,389 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $65,627 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,996,069 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $1,114,406 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-4,329,575 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-8,887,542 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-4,557,967 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $88,819,909 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $130,322,258 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $11,005,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $5,738,000 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | BKD, LLP |
| Accountancy firm EIN | 2015-12-31 | 440160260 |
| 2014 : SCOTT & WHITE MEDICAL PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,738,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,795,000 |
| Total income from all sources (including contributions) | 2014-12-31 | $87,755,062 |
| Total of all expenses incurred | 2014-12-31 | $87,365,363 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $87,365,363 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $87,755,062 |
| Value of total assets at end of year | 2014-12-31 | $1,180,033 |
| Value of total assets at beginning of year | 2014-12-31 | $847,334 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | No |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $35,371,269 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $-57,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $65,627 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $131,224 |
| Total non interest bearing cash at end of year | 2014-12-31 | $1,114,406 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $716,110 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $389,699 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-4,557,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-4,947,666 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $52,383,793 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $87,422,363 |
| 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 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $5,738,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $5,795,000 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | BKD, LLP |
| Accountancy firm EIN | 2014-12-31 | 440160260 |
| 2013 : SCOTT & WHITE MEDICAL PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,795,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,568,336 |
| Total income from all sources (including contributions) | 2013-12-31 | $75,367,296 |
| Total of all expenses incurred | 2013-12-31 | $76,004,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $76,004,951 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $75,367,296 |
| Value of total assets at end of year | 2013-12-31 | $847,334 |
| Value of total assets at beginning of year | 2013-12-31 | $258,325 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $31,369,454 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $1,226,664 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $131,224 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $125,687 |
| Total non interest bearing cash at end of year | 2013-12-31 | $716,110 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $132,638 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-637,655 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-4,947,666 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-4,310,011 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $43,997,842 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $74,778,287 |
| 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 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $5,795,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $4,568,336 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BKD, LLP |
| Accountancy firm EIN | 2013-12-31 | 440160260 |
| 2012 : SCOTT & WHITE MEDICAL PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,568,336 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,842,499 |
| Total income from all sources (including contributions) | 2012-12-31 | $62,807,452 |
| Total of all expenses incurred | 2012-12-31 | $62,641,042 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $62,641,042 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $62,807,452 |
| Value of total assets at end of year | 2012-12-31 | $258,325 |
| Value of total assets at beginning of year | 2012-12-31 | $366,078 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $22,031,232 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $-274,164 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $125,687 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $215,930 |
| Total non interest bearing cash at end of year | 2012-12-31 | $132,638 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $150,148 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $166,410 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $-4,310,011 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-4,476,421 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $40,776,220 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $62,915,206 |
| 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 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $4,568,336 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $4,842,499 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | LOTT, VERNON & COMPANY, P.C. |
| Accountancy firm EIN | 2012-12-31 | 742484378 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | FG385029053301 |
| Policy instance | 10 |
| Insurance contract or identification number | FG385029053301 | | Number of Individuals Covered | 12508 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $157,298 | | Total amount of fees paid to insurance company | USD $19,903 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,796,746 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 6720010 |
| Policy instance | 9 |
| Insurance contract or identification number | 6720010 | | Number of Individuals Covered | 998 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $15,121 | | Total amount of fees paid to insurance company | USD $1,943 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LEGAL | | Welfare Benefit Premiums Paid to Carrier | USD $152,529 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019102 |
| Policy instance | 8 |
| Insurance contract or identification number | F019102 | | Number of Individuals Covered | 10059 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $289,042 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,569,130 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 767587G |
| Policy instance | 7 |
| Insurance contract or identification number | 767587G | | Number of Individuals Covered | 1257 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $98,489 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,482,899 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 ) |
| Policy contract number | 27165 |
| Policy instance | 6 |
| Insurance contract or identification number | 27165 | | Number of Individuals Covered | 26304 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $164,214 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,645,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34013 |
| Policy instance | 4 |
| Insurance contract or identification number | 34013 | | Number of Individuals Covered | 7621 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $394,893 | | 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 | 112817 |
| Policy instance | 5 |
| Insurance contract or identification number | 112817 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $7,076 | | Total amount of fees paid to insurance company | USD $12 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $76,278 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34012 |
| Policy instance | 3 |
| Insurance contract or identification number | 34012 | | Number of Individuals Covered | 10690 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,933,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 543656 |
| Policy instance | 1 |
| Insurance contract or identification number | 543656 | | Number of Individuals Covered | 1144 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $48,368 | | Total amount of fees paid to insurance company | USD $4,837 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | GROUP LONG TERM CARE | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34012 |
| Policy instance | 2 |
| Insurance contract or identification number | 34012 | | Number of Individuals Covered | 14033 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $51,021 | | Total amount of fees paid to insurance company | USD $12,000 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $637,761 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 ) |
| Policy contract number | AFASLP20001672 |
| Policy instance | 1 |
| Insurance contract or identification number | AFASLP20001672 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | EXCESS LOSS | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Insurance broker name | ANGIE BRONCY, DUBRASKI & ASSOCIATES |
|
| AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 ) |
| Policy contract number | AFASLP20001672 |
| Policy instance | 1 |
| Insurance contract or identification number | AFASLP20001672 | | Number of Individuals Covered | 9205 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $16,552 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | EXCESS LOSS | | Welfare Benefit Premiums Paid to Carrier | USD $165,520 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,552 | | Insurance broker organization code? | 3 | | Insurance broker name | ANGIE BRONZY, DUBRASKI & ASSOCIATES |
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