Logo

TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 401k Plan overview

Plan NameTRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL
Plan identification number 505

TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL Benefits

401k Plan TypeWelfare 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

TRINITY MEDICAL CENTER WEST has sponsored the creation of one or more 401k plans.

Company Name:TRINITY MEDICAL CENTER WEST
Employer identification number (EIN):340875691
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-01-01
5052021-01-01
5052020-01-01
5052019-01-01
5052018-01-01
5052017-05-01
5052016-05-01DAVID WERKIN
5052015-05-01DAVID WERKIN DAVID WERKIN2016-07-20
5052014-05-01FRED BROWER
5052013-05-01FRED BROWER
5052012-05-01FRED BROWER
5052011-05-01FRED BROWER
5052010-05-01FRED BROWER
5052009-05-01FRED BROWER

Plan Statistics for TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL

401k plan membership statisitcs for TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL

Measure Date Value
2022: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2022 401k membership
Total participants, beginning-of-year2022-01-011,144
Total number of active participants reported on line 7a of the Form 55002022-01-011,159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,159
2021: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2021 401k membership
Total participants, beginning-of-year2021-01-011,293
Total number of active participants reported on line 7a of the Form 55002021-01-011,199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,199
2020: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2020 401k membership
Total participants, beginning-of-year2020-01-011,328
Total number of active participants reported on line 7a of the Form 55002020-01-011,280
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,280
2019: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2019 401k membership
Total participants, beginning-of-year2019-01-011,834
Total number of active participants reported on line 7a of the Form 55002019-01-011,328
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,328
2018: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2018 401k membership
Total participants, beginning-of-year2018-01-011,573
Total number of active participants reported on line 7a of the Form 55002018-01-011,556
Number of retired or separated participants receiving benefits2018-01-01278
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,834
2017: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2017 401k membership
Total participants, beginning-of-year2017-05-011,078
Total number of active participants reported on line 7a of the Form 55002017-05-011,335
Number of retired or separated participants receiving benefits2017-05-01238
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-011,573
2016: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2016 401k membership
Total participants, beginning-of-year2016-05-011,090
Total number of active participants reported on line 7a of the Form 55002016-05-011,074
Number of retired or separated participants receiving benefits2016-05-014
Total of all active and inactive participants2016-05-011,078
Total participants2016-05-011,078
2015: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2015 401k membership
Total participants, beginning-of-year2015-05-011,016
Total number of active participants reported on line 7a of the Form 55002015-05-011,090
Number of retired or separated participants receiving benefits2015-05-0110
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-011,100
Total participants2015-05-011,100
2014: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2014 401k membership
Total participants, beginning-of-year2014-05-01955
Total number of active participants reported on line 7a of the Form 55002014-05-011,004
Number of retired or separated participants receiving benefits2014-05-0112
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-011,016
Total participants2014-05-011,016
2013: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2013 401k membership
Total participants, beginning-of-year2013-05-011,195
Total number of active participants reported on line 7a of the Form 55002013-05-01949
Number of retired or separated participants receiving benefits2013-05-016
Total of all active and inactive participants2013-05-01955
Total participants2013-05-01955
2012: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2012 401k membership
Total participants, beginning-of-year2012-05-011,038
Total number of active participants reported on line 7a of the Form 55002012-05-011,189
Number of retired or separated participants receiving benefits2012-05-016
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-011,195
Total participants2012-05-011,195
2011: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2011 401k membership
Total participants, beginning-of-year2011-05-01980
Total number of active participants reported on line 7a of the Form 55002011-05-011,030
Number of retired or separated participants receiving benefits2011-05-017
Number of other retired or separated participants entitled to future benefits2011-05-011
Total of all active and inactive participants2011-05-011,038
Total participants2011-05-011,038
2010: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2010 401k membership
Total participants, beginning-of-year2010-05-01945
Total number of active participants reported on line 7a of the Form 55002010-05-01967
Number of retired or separated participants receiving benefits2010-05-0110
Number of other retired or separated participants entitled to future benefits2010-05-013
Total of all active and inactive participants2010-05-01980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-01980
2009: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2009 401k membership
Total participants, beginning-of-year2009-05-01911
Total number of active participants reported on line 7a of the Form 55002009-05-01931
Number of retired or separated participants receiving benefits2009-05-0110
Number of other retired or separated participants entitled to future benefits2009-05-014
Total of all active and inactive participants2009-05-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01945

Form 5500 Responses for TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL

2022: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – General assets of the sponsorYes
2016: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – General assets of the sponsorYes
2016-05-01Plan benefit arrangement – General assets of the sponsorYes
2015: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – General assets of the sponsorYes
2015-05-01Plan benefit arrangement – General assets of the sponsorYes
2014: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – General assets of the sponsorYes
2013: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – General assets of the sponsorYes
2012: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – General assets of the sponsorYes
2012-05-01Plan benefit arrangement – General assets of the sponsorYes
2011: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – General assets of the sponsorYes
2011-05-01Plan benefit arrangement – General assets of the sponsorYes
2010: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – General assets of the sponsorYes
2010-05-01Plan benefit arrangement – General assets of the sponsorYes
2009: TRINITY MEDICAL CENTER WEST HOSPITAL AND SURGICAL EXPENSE WITH MAJOR MEDICAL 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – General assets of the sponsorYes
2009-05-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number238532
Policy instance 1
Insurance contract or identification number238532
Number of Individuals Covered1159
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $55,861
Total amount of fees paid to insurance companyUSD $33,223
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,218,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,861
Amount paid for insurance broker fees33223
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number238532
Policy instance 1
Insurance contract or identification number238532
Number of Individuals Covered1719
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $50,835
Total amount of fees paid to insurance companyUSD $31,200
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, EAP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,097,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,835
Amount paid for insurance broker fees31200
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number238532
Policy instance 1
Insurance contract or identification number238532
Number of Individuals Covered1665
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $57,365
Total amount of fees paid to insurance companyUSD $31,897
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,071,099
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,365
Amount paid for insurance broker fees31897
Additional information about fees paid to insurance brokerBONUS AND COMMISSIONS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number238532
Policy instance 1
Insurance contract or identification number238532
Number of Individuals Covered1685
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $77,406
Total amount of fees paid to insurance companyUSD $32,417
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,374,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,912
Amount paid for insurance broker fees32417
Additional information about fees paid to insurance brokerBONUS AND COMMISSIONS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number238532
Policy instance 1
Insurance contract or identification number238532
Number of Individuals Covered1640
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $135,305
Total amount of fees paid to insurance companyUSD $88,019
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,930,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99,017
Amount paid for insurance broker fees88019
Additional information about fees paid to insurance brokerBONUS AND COMMISSIONS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number238532
Policy instance 1
Insurance contract or identification number238532
Number of Individuals Covered1640
Insurance policy start date2017-05-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $89,869
Total amount of fees paid to insurance companyUSD $82,426
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,668,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMMUNITY INSURANCE COMPANY, DBA ANTHEM BLUE CROSS & BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract numberG1728
Policy instance 1
Insurance contract or identification numberG1728
Number of Individuals Covered1016
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $18,798
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $382,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,798
Insurance broker nameHUNTINGTON INSURANCE COMPANY
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract numberG1728
Policy instance 1
Insurance contract or identification numberG1728
Number of Individuals Covered955
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $320,205
Commission paid to Insurance BrokerUSD $36,465
Insurance broker nameHUNTINGTON INSURANCE COMPANY
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract numberG1728
Policy instance 2
Insurance contract or identification numberG1728
Number of Individuals Covered1195
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Welfare Benefit Premiums Paid to CarrierUSD $363,056
Commission paid to Insurance BrokerUSD $33,477
Amount paid for insurance broker fees0
Insurance broker nameHUNTINGTON INSURANCE INC
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract numberG1728
Policy instance 1
Insurance contract or identification numberG1728
Number of Individuals Covered1195
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract numberG1728
Policy instance 1
Insurance contract or identification numberG1728
Number of Individuals Covered1030
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $24,311
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $348,494

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1