MCNATIONAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCNATIONAL, INC.
401k plan membership statisitcs for MCNATIONAL, INC.
| Measure | Date | Value |
|---|
| 2022: MCNATIONAL, INC. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 634 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 539 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 539 |
| 2021: MCNATIONAL, INC. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 732 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 634 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 634 |
| 2020: MCNATIONAL, INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1,487 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 732 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 732 |
| 2019: MCNATIONAL, INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1,414 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,487 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 1,487 |
| 2018: MCNATIONAL, INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1,416 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,414 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 1,414 |
| 2017: MCNATIONAL, INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1,550 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,416 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 1,416 |
| 2016: MCNATIONAL, INC. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1,672 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,550 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 1,550 |
| 2015: MCNATIONAL, INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1,089 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,672 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 1,672 |
| 2014: MCNATIONAL, INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 735 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,089 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 1,089 |
| 2013: MCNATIONAL, INC. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 691 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 735 |
| Total of all active and inactive participants | 2013-01-01 | 735 |
| 2012: MCNATIONAL, INC. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 643 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 691 |
| Total of all active and inactive participants | 2012-01-01 | 691 |
| 2011: MCNATIONAL, INC. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 799 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 643 |
| Total of all active and inactive participants | 2011-01-01 | 643 |
| Total participants | 2011-01-01 | 643 |
| 2010: MCNATIONAL, INC. 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 808 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 799 |
| Total of all active and inactive participants | 2010-01-01 | 799 |
| Total participants | 2010-01-01 | 799 |
| 2009: MCNATIONAL, INC. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 808 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 808 |
| Total of all active and inactive participants | 2009-01-01 | 808 |
| Total participants | 2009-01-01 | 808 |
| 2022: MCNATIONAL, INC. 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: MCNATIONAL, INC. 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: MCNATIONAL, INC. 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: MCNATIONAL, INC. 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: MCNATIONAL, INC. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: MCNATIONAL, INC. 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: MCNATIONAL, INC. 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: MCNATIONAL, INC. 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: MCNATIONAL, INC. 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: MCNATIONAL, INC. 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: MCNATIONAL, INC. 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: MCNATIONAL, INC. 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: MCNATIONAL, INC. 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: MCNATIONAL, INC. 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00527499 |
| Policy instance | 2 |
| Insurance contract or identification number | 00527499 | | Number of Individuals Covered | 587 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $78,649 | | Total amount of fees paid to insurance company | USD $12,115 | | 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 | OTHER (VOLUNTARY CRITICAL ILLNESS) | | Welfare Benefit Premiums Paid to Carrier | USD $561,290 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $78,649 | | Amount paid for insurance broker fees | 12115 | | Insurance broker organization code? | 3 |
|
| QBE A&H (National Association of Insurance Commissioners NAIC id number: 10219 ) |
| Policy contract number | LGS02547-21 |
| Policy instance | 1 |
| Insurance contract or identification number | LGS02547-21 | | Number of Individuals Covered | 539 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $69,068 | | Welfare Benefit Premiums Paid to Carrier | USD $986,689 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69,068 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00527499 |
| Policy instance | 2 |
| Insurance contract or identification number | 00527499 | | Number of Individuals Covered | 634 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $85,118 | | Total amount of fees paid to insurance company | USD $17,855 | | 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 | OTHER (VOLUNTARY CRITICAL ILLNESS) | | Welfare Benefit Premiums Paid to Carrier | USD $575,201 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $85,118 | | Amount paid for insurance broker fees | 17855 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 932001 |
| Policy instance | 1 |
| Insurance contract or identification number | 932001 | | Number of Individuals Covered | 605 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $36,638 | | Welfare Benefit Premiums Paid to Carrier | USD $1,000,506 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,638 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00527499 |
| Policy instance | 2 |
| Insurance contract or identification number | 00527499 | | Number of Individuals Covered | 732 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $88,067 | | Total amount of fees paid to insurance company | USD $10,676 | | 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 | OTHER (VOLUNTARY CRITICAL ILLNESS) | | Welfare Benefit Premiums Paid to Carrier | USD $578,215 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $88,067 | | Amount paid for insurance broker fees | 10676 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 932001 |
| Policy instance | 1 |
| Insurance contract or identification number | 932001 | | Number of Individuals Covered | 674 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Welfare Benefit Premiums Paid to Carrier | USD $950,383 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 1487 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Welfare Benefit Premiums Paid to Carrier | USD $939,840 | | 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 | 00527499 |
| Policy instance | 2 |
| Insurance contract or identification number | 00527499 | | Number of Individuals Covered | 694 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $51,540 | | Total amount of fees paid to insurance company | USD $9,374 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $432,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,314 | | Amount paid for insurance broker fees | 9374 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 1414 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Welfare Benefit Premiums Paid to Carrier | USD $825,029 | | 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 | 00527499 |
| Policy instance | 2 |
| Insurance contract or identification number | 00527499 | | Number of Individuals Covered | 663 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $44,013 | | Total amount of fees paid to insurance company | USD $12,708 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $372,333 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $44,013 | | Amount paid for insurance broker fees | 12708 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00527499 |
| Policy instance | 2 |
| Insurance contract or identification number | 00527499 | | Number of Individuals Covered | 659 | | Insurance policy start date | 2016-06-01 | | Insurance policy end date | 2017-05-31 | | Total amount of commissions paid to insurance broker | USD $42,538 | | Total amount of fees paid to insurance company | USD $6,982 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $361,686 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,538 | | Amount paid for insurance broker fees | 6982 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIS OF OHIO INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 1416 | | Insurance policy start date | 2016-06-01 | | Insurance policy end date | 2017-05-31 | | Welfare Benefit Premiums Paid to Carrier | USD $756,378 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 223679 |
| Policy instance | 2 |
| Insurance contract or identification number | 223679 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $22,033 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $151,232 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,033 | | Insurance broker organization code? | 3 | | Insurance broker name | USI MIDWEST INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 1672 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Welfare Benefit Premiums Paid to Carrier | USD $837,717 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 223679 |
| Policy instance | 2 |
| Insurance contract or identification number | 223679 | | Number of Individuals Covered | 1089 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $19,236 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $103,990 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,236 | | Insurance broker organization code? | 3 | | Insurance broker name | USI MIDWEST INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 721 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Welfare Benefit Premiums Paid to Carrier | USD $776,417 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 735 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Welfare Benefit Premiums Paid to Carrier | USD $690,454 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 223679 |
| Policy instance | 2 |
| Insurance contract or identification number | 223679 | | Number of Individuals Covered | 330 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $23,849 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $124,014 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,849 | | Insurance broker organization code? | 3 | | Insurance broker name | USI MIDWEST INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 677955G |
| Policy instance | 2 |
| Insurance contract or identification number | 677955G | | Number of Individuals Covered | 571 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $13,368 | | 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 | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $132,724 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,368 | | Insurance broker organization code? | 3 | | Insurance broker name | USI MIDWEST, INC. |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 691 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $643,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 643 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $528,652 | | 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 | 677955G |
| Policy instance | 2 |
| Insurance contract or identification number | 677955G | | Number of Individuals Covered | 496 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $12,564 | | Total amount of fees paid to insurance company | USD $3,648 | | 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 | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $125,635 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 714506 |
| Policy instance | 1 |
| Insurance contract or identification number | 714506 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2009-06-01 | | Insurance policy end date | 2010-05-31 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $497,853 | | 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 | 0122866 |
| Policy instance | 2 |
| Insurance contract or identification number | 0122866 | | Number of Individuals Covered | 799 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | Total amount of commissions paid to insurance broker | USD $11,096 | | Total amount of fees paid to insurance company | USD $2,241 | | 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 | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $116,274 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,096 | | Amount paid for insurance broker fees | 2241 | | Additional information about fees paid to insurance broker | PREFERRED BROKER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | USI MIDWEST, INC. |
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