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THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 401k Plan overview

Plan NameTHE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN
Plan identification number 501

THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

THE M K MORSE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE M K MORSE COMPANY
Employer identification number (EIN):341575148
NAIC Classification:332510
NAIC Description:Hardware Manufacturing

Additional information about THE M K MORSE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 1166957

More information about THE M K MORSE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-05-01MATTHEW W. CLAY2023-11-20
5012021-05-01MATTHEW W CLAY2023-02-14
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01GEORGE BRIERCHECK GEORGE BRIERCHECK2018-09-12
5012016-05-01GEORGE BRIERCHECK GEORGE BRIERCHECK2017-07-12
5012015-05-01GEORGE BRIERCHECK GEORGE BRIERCHECK2016-11-23
5012014-05-01GEORGE BRIERCHECK GEORGE BRIERCHECK2015-11-05
5012013-05-01GEORGE BRIERCHCK GEORGE BRIERCHCK2014-09-26
5012012-05-01GEORGE BRIERCHECK GEORGE BRIERCHECK2013-07-18
5012011-05-01GEORGE BRIERCHECK GEORGE BRIERCHECK2012-11-13
5012009-05-01GEORGE BRIERCHECK GEORGE BRIERCHECK2010-11-16

Plan Statistics for THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN

401k plan membership statisitcs for THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN

Measure Date Value
2022: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01434
Total number of active participants reported on line 7a of the Form 55002022-05-01431
Number of retired or separated participants receiving benefits2022-05-012
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-01433
Number of employers contributing to the scheme2022-05-010
2021: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01941
Total number of active participants reported on line 7a of the Form 55002021-05-01440
Number of retired or separated participants receiving benefits2021-05-013
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01443
Number of employers contributing to the scheme2021-05-010
2020: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-011,015
Total number of active participants reported on line 7a of the Form 55002020-05-01940
Number of retired or separated participants receiving benefits2020-05-018
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-01948
2019: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-011,012
Total number of active participants reported on line 7a of the Form 55002019-05-011,011
Number of retired or separated participants receiving benefits2019-05-014
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-011,015
2018: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01999
Total number of active participants reported on line 7a of the Form 55002018-05-011,008
Number of retired or separated participants receiving benefits2018-05-014
Total of all active and inactive participants2018-05-011,012
2017: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01923
Total number of active participants reported on line 7a of the Form 55002017-05-01994
Number of retired or separated participants receiving benefits2017-05-015
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01999
2016: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01430
Total number of active participants reported on line 7a of the Form 55002016-05-01917
Number of retired or separated participants receiving benefits2016-05-016
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01923
2015: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01479
Total number of active participants reported on line 7a of the Form 55002015-05-01425
Number of retired or separated participants receiving benefits2015-05-015
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-01430
2014: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-011,028
Total number of active participants reported on line 7a of the Form 55002014-05-01473
Number of retired or separated participants receiving benefits2014-05-016
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-01479
2013: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01443
Total number of active participants reported on line 7a of the Form 55002013-05-011,024
Number of retired or separated participants receiving benefits2013-05-014
Total of all active and inactive participants2013-05-011,028
2012: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01452
Total number of active participants reported on line 7a of the Form 55002012-05-01438
Number of retired or separated participants receiving benefits2012-05-015
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-01443
2011: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01458
Total number of active participants reported on line 7a of the Form 55002011-05-01446
Number of retired or separated participants receiving benefits2011-05-016
Total of all active and inactive participants2011-05-01452
2009: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01460
Total number of active participants reported on line 7a of the Form 55002009-05-01432
Number of retired or separated participants receiving benefits2009-05-015
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-01437
Total participants2009-05-010

Form 5500 Responses for THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN

2022: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – General assets of the sponsorYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – General assets of the sponsorYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – General assets of the sponsorYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – General assets of the sponsorYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 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)No
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: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 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 – InsuranceYes
2016-05-01Plan funding arrangement – General assets of the sponsorYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 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 – InsuranceYes
2015-05-01Plan funding arrangement – General assets of the sponsorYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 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 – InsuranceYes
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 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 – InsuranceYes
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 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 – InsuranceYes
2012-05-01Plan funding arrangement – General assets of the sponsorYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 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 – InsuranceYes
2011-05-01Plan funding arrangement – General assets of the sponsorYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE M K MORSE COMPANY EMPLOYEE HEALTH LIFE AND DISABILITY PLAN 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 – InsuranceYes
2009-05-01Plan funding arrangement – General assets of the sponsorYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10261574
Policy instance 1
Insurance contract or identification number10261574
Number of Individuals Covered431
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $6,219
Total amount of fees paid to insurance companyUSD $4,738
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $87,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,219
Amount paid for insurance broker fees2178
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10261574
Policy instance 1
Insurance contract or identification number10261574
Number of Individuals Covered434
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $5,805
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $77,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,805
Amount paid for insurance broker fees0
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberEL116-190501202
Policy instance 4
Insurance contract or identification numberEL116-190501202
Number of Individuals Covered400
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10261574
Policy instance 3
Insurance contract or identification number10261574
Number of Individuals Covered402
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $2,740
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $41,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,740
Amount paid for insurance broker fees0
Insurance broker organization code?3
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 2
Insurance contract or identification number183
Number of Individuals Covered940
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $138,975
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees138975
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number42506
Policy instance 1
Insurance contract or identification number42506
Number of Individuals Covered72
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $18,079
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN04954166007
Policy instance 3
Insurance contract or identification numberN04954166007
Number of Individuals Covered441
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0971B
Policy instance 2
Insurance contract or identification numberGLUG0971B
Number of Individuals Covered443
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $1,170
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $46,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,170
Insurance broker organization code?3
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered1008
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $143,412
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees143412
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN04954166006
Policy instance 3
Insurance contract or identification numberN04954166006
Number of Individuals Covered441
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0971B
Policy instance 2
Insurance contract or identification numberGLUG0971B
Number of Individuals Covered446
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $1,168
Total amount of fees paid to insurance companyUSD $1,015
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $46,730
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,168
Amount paid for insurance broker fees1015
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered1003
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $139,450
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees139450
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN04954166005
Policy instance 3
Insurance contract or identification numberN04954166005
Number of Individuals Covered429
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0971B
Policy instance 2
Insurance contract or identification numberGLUG0971B
Number of Individuals Covered434
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $1,018
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $40,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $507
Insurance broker organization code?3
Insurance broker nameTHE JAMES B OSWALD CO
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered1006
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $120,715
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees120715
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameAULTCARE
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered430
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $135,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees135317
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameAULTCARE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0971B
Policy instance 2
Insurance contract or identification numberGLUG0971B
Number of Individuals Covered425
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $1,047
Total amount of fees paid to insurance companyUSD $1,706
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $41,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,047
Amount paid for insurance broker fees1706
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 964631
Policy instance 3
Insurance contract or identification numberLK 964631
Number of Individuals Covered425
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $2,057
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,057
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY INC
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN04954166001
Policy instance 4
Insurance contract or identification numberN04954166001
Number of Individuals Covered426
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $57,129
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,129
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0971B
Policy instance 2
Insurance contract or identification numberGLUG0971B
Number of Individuals Covered478
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $3,782
Total amount of fees paid to insurance companyUSD $1,811
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $37,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,782
Amount paid for insurance broker fees1811
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY INC
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered475
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $132,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees132330
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameAULTCARE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD0971B
Policy instance 3
Insurance contract or identification numberGLTD0971B
Number of Individuals Covered134
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $1,568
Total amount of fees paid to insurance companyUSD $764
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,568
Amount paid for insurance broker fees764
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY INC
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN04954166001
Policy instance 4
Insurance contract or identification numberN04954166001
Number of Individuals Covered476
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $57,677
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,677
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY INC
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered1020
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $123,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees123715
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameAULTCARE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0971B
Policy instance 2
Insurance contract or identification numberGLUG0971B
Number of Individuals Covered455
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $3,565
Total amount of fees paid to insurance companyUSD $1,626
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $35,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,565
Amount paid for insurance broker fees1626
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD0971B
Policy instance 3
Insurance contract or identification numberGLTD0971B
Number of Individuals Covered130
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $1,532
Total amount of fees paid to insurance companyUSD $805
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,532
Amount paid for insurance broker fees805
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD OTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameNEACE AND ASSOCIATES INS AGENCY
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN04954166001
Policy instance 4
Insurance contract or identification numberN04954166001
Number of Individuals Covered458
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $45,999
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,999
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0971B
Policy instance 2
Insurance contract or identification numberGLUG0971B
Number of Individuals Covered444
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $3,006
Total amount of fees paid to insurance companyUSD $1,046
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $30,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $250
Insurance broker organization code?3
Amount paid for insurance broker fees1046
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker nameASSURED NI INSURANCE AGENCY INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD0971B
Policy instance 3
Insurance contract or identification numberGLTD0971B
Number of Individuals Covered128
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $1,844
Total amount of fees paid to insurance companyUSD $633
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,516
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $143
Insurance broker organization code?3
Amount paid for insurance broker fees633
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker nameASSURED NI INSURANCE AGENCY INC
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered441
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $118,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees118423
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameAULTCARE
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberELSL 959
Policy instance 4
Insurance contract or identification numberELSL 959
Number of Individuals Covered442
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $47,114
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $471,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,114
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATES INSURANCE AGENCY
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberELSL 959
Policy instance 4
Insurance contract or identification numberELSL 959
Number of Individuals Covered450
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $39,433
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $438,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered447
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $118,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0971B
Policy instance 2
Insurance contract or identification numberGLUG0971B
Number of Individuals Covered452
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $3,921
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $29,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD0971B
Policy instance 3
Insurance contract or identification numberGLTD0971B
Number of Individuals Covered124
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $2,237
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AULTCARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number183
Policy instance 1
Insurance contract or identification number183
Number of Individuals Covered455
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $114,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees114518
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?3
Insurance broker nameAULTCARE
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract numberERR9960-5033-02
Policy instance 3
Insurance contract or identification numberERR9960-5033-02
Number of Individuals Covered455
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $37,845
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,845
Insurance broker organization code?3
Insurance broker nameNEACE AND ASSOCIATES INS AGENCY
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000971B
Policy instance 2
Insurance contract or identification numberG000971B
Number of Individuals Covered441
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $5,585
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $45,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,585
Insurance broker organization code?3
Insurance broker nameNEACE AND ASSOCIATES INS AGENCY

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