BOHL EQUIPMENT COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOHL CO MEDICAL HEALTH BENEFITS PLAN
Measure | Date | Value |
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2023: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 377 |
Total of all active and inactive participants | 2023-01-01 | 377 |
2022: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 255 |
Total of all active and inactive participants | 2022-01-01 | 255 |
2021: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 216 |
Total of all active and inactive participants | 2021-01-01 | 216 |
2020: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 215 |
Total of all active and inactive participants | 2020-01-01 | 215 |
2019: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 151 |
Total of all active and inactive participants | 2019-01-01 | 151 |
2018: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 165 |
Total of all active and inactive participants | 2018-01-01 | 165 |
2017: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 163 |
Total of all active and inactive participants | 2017-01-01 | 163 |
2016: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 160 |
Total of all active and inactive participants | 2016-01-01 | 160 |
2015: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 128 |
Total of all active and inactive participants | 2015-01-01 | 128 |
2014: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 123 |
Total of all active and inactive participants | 2014-01-01 | 123 |
2013: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 111 |
Total of all active and inactive participants | 2013-01-01 | 111 |
2012: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 110 |
Total of all active and inactive participants | 2012-01-01 | 110 |
2008: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 104 |
Total of all active and inactive participants | 2008-01-01 | 104 |
2007: BOHL CO MEDICAL HEALTH BENEFITS PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 105 |
Total of all active and inactive participants | 2007-01-01 | 105 |
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
Policy contract number | CM10002191 |
Policy instance | 1 |
Insurance contract or identification number | CM10002191 | Number of Individuals Covered | 169 | Insurance policy start date | 2022-10-01 | Insurance policy end date | 2023-09-30 | Total amount of commissions paid to insurance broker | USD $12,565 | Total amount of fees paid to insurance company | USD $3,310 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $180,127 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | L03679 |
Policy instance | 2 |
Insurance contract or identification number | L03679 | Number of Individuals Covered | 377 | Insurance policy start date | 2022-10-01 | Insurance policy end date | 2023-09-30 | Total amount of commissions paid to insurance broker | USD $57,892 | Total amount of fees paid to insurance company | USD $4,417 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,114,779 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | L03679 |
Policy instance | 2 |
Insurance contract or identification number | L03679 | Number of Individuals Covered | 255 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $40,191 | Total amount of fees paid to insurance company | USD $5,520 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,386,964 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,191 | Amount paid for insurance broker fees | 5520 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00516133 |
Policy instance | 1 |
Insurance contract or identification number | 00516133 | Number of Individuals Covered | 151 | Insurance policy start date | 2021-10-01 | Insurance policy end date | 2022-09-30 | Total amount of commissions paid to insurance broker | USD $21,059 | Total amount of fees paid to insurance company | USD $8,595 | Dental Insurance Welfare Benefit | Yes | Vision 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $276,116 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,059 | Amount paid for insurance broker fees | 8595 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00516133 |
Policy instance | 1 |
Insurance contract or identification number | 00516133 | Number of Individuals Covered | 162 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $22,140 | Total amount of fees paid to insurance company | USD $7,603 | Dental Insurance Welfare Benefit | Yes | Vision 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $289,559 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,140 | Amount paid for insurance broker fees | 7603 | Insurance broker organization code? | 3 |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | 0097864-01 |
Policy instance | 2 |
Insurance contract or identification number | 0097864-01 | Number of Individuals Covered | 216 | Insurance policy start date | 2020-10-01 | Insurance policy end date | 2021-09-30 | Total amount of commissions paid to insurance broker | USD $46,583 | Total amount of fees paid to insurance company | USD $19,410 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,804 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $46,583 | Amount paid for insurance broker fees | 19410 | Insurance broker organization code? | 3 |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | 039300000001 |
Policy instance | 2 |
Insurance contract or identification number | 039300000001 | Number of Individuals Covered | 215 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $45,882 | Total amount of fees paid to insurance company | USD $19,121 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,951 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $45,882 | Amount paid for insurance broker fees | 19121 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00516133 |
Policy instance | 1 |
Insurance contract or identification number | 00516133 | Number of Individuals Covered | 160 | Insurance policy start date | 2019-10-01 | Insurance policy end date | 2020-09-30 | Total amount of commissions paid to insurance broker | USD $18,151 | Total amount of fees paid to insurance company | USD $11,319 | Dental Insurance Welfare Benefit | Yes | Vision 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $252,113 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,151 | Amount paid for insurance broker fees | 11319 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00516133 |
Policy instance | 1 |
Insurance contract or identification number | 00516133 | Number of Individuals Covered | 165 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $21,681 | Total amount of fees paid to insurance company | USD $10,061 | Dental Insurance Welfare Benefit | Yes | Vision 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $285,074 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,681 | Amount paid for insurance broker fees | 10061 | Insurance broker organization code? | 3 |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 95828 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 135 | Insurance policy start date | 2018-10-01 | Insurance policy end date | 2019-09-30 | Total amount of commissions paid to insurance broker | USD $47,395 | Total amount of fees paid to insurance company | USD $20,712 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,993 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $47,395 | Amount paid for insurance broker fees | 20712 | Insurance broker organization code? | 3 |
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CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
Policy contract number | 00516133 |
Policy instance | 1 |
Insurance contract or identification number | 00516133 | Number of Individuals Covered | 157 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $18,097 | Total amount of fees paid to insurance company | USD $9,704 | Dental Insurance Welfare Benefit | Yes | Vision 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $248,235 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,097 | Amount paid for insurance broker fees | 9704 | Insurance broker organization code? | 3 |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 130 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-09-30 | Total amount of commissions paid to insurance broker | USD $44,532 | Total amount of fees paid to insurance company | USD $19,685 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,444 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $44,532 | Amount paid for insurance broker fees | 19685 | Insurance broker organization code? | 3 |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 131 | Insurance policy start date | 2016-10-01 | Insurance policy end date | 2017-09-30 | Total amount of commissions paid to insurance broker | USD $47,526 | Total amount of fees paid to insurance company | USD $10,243 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,028 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
Policy contract number | 00516133 |
Policy instance | 1 |
Insurance contract or identification number | 00516133 | Number of Individuals Covered | 150 | Insurance policy start date | 2016-10-01 | Insurance policy end date | 2017-09-30 | Total amount of commissions paid to insurance broker | USD $17,361 | Total amount of fees paid to insurance company | USD $9,886 | Dental Insurance Welfare Benefit | Yes | Vision 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $232,866 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 30032921 |
Policy instance | 1 |
Insurance contract or identification number | 30032921 | Number of Individuals Covered | 91 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $871 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $871 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 120 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $37,683 | Total amount of fees paid to insurance company | USD $11,517 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,383 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,683 | Amount paid for insurance broker fees | 11517 | Additional information about fees paid to insurance broker | BROKER FEES AND COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05731876 |
Policy instance | 3 |
Insurance contract or identification number | KM05731876 | Number of Individuals Covered | 446 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $7,368 | Total amount of fees paid to insurance company | USD $356 | Dental Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $123,155 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,320 | Amount paid for insurance broker fees | 356 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05569277 |
Policy instance | 4 |
Insurance contract or identification number | KM05569277 | Number of Individuals Covered | 101 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $1,689 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $28,289 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,689 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 134 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $1,255 | Total amount of fees paid to insurance company | USD $523 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $10,619 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,255 | Amount paid for insurance broker fees | 523 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12220727 |
Policy instance | 2 |
Insurance contract or identification number | 12220727 | Number of Individuals Covered | 41 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $922 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $922 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 123 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $32,955 | Total amount of fees paid to insurance company | USD $37,575 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,013 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,955 | Amount paid for insurance broker fees | 37575 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE OF THE MIDWEST |
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CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 131 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,712 | Total amount of fees paid to insurance company | USD $714 | 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $14,464 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,712 | Amount paid for insurance broker fees | 714 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 30032921 |
Policy instance | 1 |
Insurance contract or identification number | 30032921 | Number of Individuals Covered | 94 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | 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 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12220727 |
Policy instance | 2 |
Insurance contract or identification number | 12220727 | Number of Individuals Covered | 38 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $823 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $823 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05731876 |
Policy instance | 3 |
Insurance contract or identification number | KM05731876 | Number of Individuals Covered | 412 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $7,148 | Total amount of fees paid to insurance company | USD $243 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $110,869 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,198 | Amount paid for insurance broker fees | 243 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05569277 |
Policy instance | 4 |
Insurance contract or identification number | KM05569277 | Number of Individuals Covered | 114 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $1,715 | 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 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,494 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,715 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12220727 |
Policy instance | 2 |
Insurance contract or identification number | 12220727 | Number of Individuals Covered | 34 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $823 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $823 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 30032921 |
Policy instance | 1 |
Insurance contract or identification number | 30032921 | Number of Individuals Covered | 81 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $766 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $766 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05731876 |
Policy instance | 3 |
Insurance contract or identification number | KM05731876 | Number of Individuals Covered | 229 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $6,567 | 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 | Dental Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $98,471 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,849 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05569277 |
Policy instance | 4 |
Insurance contract or identification number | KM05569277 | Number of Individuals Covered | 112 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $1,881 | 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 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $27,825 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,881 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 130 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,596 | Total amount of fees paid to insurance company | USD $665 | 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $13,488 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,596 | Amount paid for insurance broker fees | 665 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | |
Policy instance | 6 |
Number of Individuals Covered | 112 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | Total amount of commissions paid to insurance broker | USD $27,963 | Total amount of fees paid to insurance company | USD $33,498 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $804 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,963 | Amount paid for insurance broker fees | 33498 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE OF THE MIDWEST |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12255701 |
Policy instance | 1 |
Insurance contract or identification number | 12255701 | Number of Individuals Covered | 378 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | 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 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
Policy contract number | |
Policy instance | 3 |
Number of Individuals Covered | 110 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $29,926 | Total amount of fees paid to insurance company | USD $5,345 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $745,816 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29,926 | Amount paid for insurance broker fees | 5345 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
Policy contract number | 00171482 |
Policy instance | 4 |
Insurance contract or identification number | 00171482 | Number of Individuals Covered | 103 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $1,210 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,278 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,210 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 113 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $379 | Total amount of fees paid to insurance company | USD $158 | 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 | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $3,201 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $379 | Amount paid for insurance broker fees | 158 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12220727 |
Policy instance | 5 |
Insurance contract or identification number | 12220727 | Number of Individuals Covered | 32 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $815 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $815 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05731876 |
Policy instance | 6 |
Insurance contract or identification number | KM05731876 | Number of Individuals Covered | 219 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $6,430 | 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 | Dental Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $88,776 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,789 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05569277 |
Policy instance | 7 |
Insurance contract or identification number | KM05569277 | Number of Individuals Covered | 113 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $1,763 | 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 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $28,794 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,763 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | FIRST INSURANCE GROUP OF MIDWEST |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | KM05569277 |
Policy instance | 3 |
Insurance contract or identification number | KM05569277 | Number of Individuals Covered | 214 | Insurance policy start date | 2007-09-01 | Insurance policy end date | 2008-08-31 | Total amount of commissions paid to insurance broker | USD $2,980 | Total amount of fees paid to insurance company | USD $1,149 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $38,148 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,980 | Amount paid for insurance broker fees | 1149 | Additional information about fees paid to insurance broker | COMMISSIONS AND FEES PAID TO BROKER | Insurance broker organization code? | 3 | Insurance broker name | R.L. KING AGENCY, INC. |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00369781 |
Policy instance | 1 |
Insurance contract or identification number | 00369781 | Number of Individuals Covered | 99 | Insurance policy start date | 2007-06-01 | Insurance policy end date | 2008-05-31 | Total amount of commissions paid to insurance broker | USD $3,062 | Total amount of fees paid to insurance company | USD $834 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $33,579 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,002 | Amount paid for insurance broker fees | 834 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | LUCIDO-MORRIS & ASSO LLC |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 102 | Insurance policy start date | 2007-06-01 | Insurance policy end date | 2008-05-31 | Total amount of commissions paid to insurance broker | USD $35,146 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,146 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | RON KING INSURANCE AGENCY |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12220727 |
Policy instance | 5 |
Insurance contract or identification number | 12220727 | Number of Individuals Covered | 0 | Insurance policy start date | 2007-08-01 | Insurance policy end date | 2008-07-31 | Total amount of commissions paid to insurance broker | USD $867 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $867 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | R/L KING AGENCY |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12255701 |
Policy instance | 4 |
Insurance contract or identification number | 12255701 | Number of Individuals Covered | 416 | Insurance policy start date | 2007-05-01 | Insurance policy end date | 2008-04-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00369781 |
Policy instance | 1 |
Insurance contract or identification number | 00369781 | Number of Individuals Covered | 109 | Insurance policy start date | 2006-06-01 | Insurance policy end date | 2007-05-31 | Total amount of commissions paid to insurance broker | USD $2,699 | Total amount of fees paid to insurance company | USD $707 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $28,673 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,646 | Amount paid for insurance broker fees | 707 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS AND FEES | Insurance broker organization code? | 3 | Insurance broker name | LUCIDO-MORRIS & ASSO LLC |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12255701 |
Policy instance | 3 |
Insurance contract or identification number | 12255701 | Number of Individuals Covered | 403 | Insurance policy start date | 2006-05-01 | Insurance policy end date | 2007-04-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12220727 |
Policy instance | 4 |
Insurance contract or identification number | 12220727 | Number of Individuals Covered | 41 | Insurance policy start date | 2006-08-01 | Insurance policy end date | 2007-07-31 | Total amount of commissions paid to insurance broker | USD $883 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,736 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $883 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | R/L KING AGENCY |
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MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 ) |
Policy contract number | |
Policy instance | 2 |
Number of Individuals Covered | 105 | Insurance policy start date | 2006-10-01 | Insurance policy end date | 2007-05-31 | Total amount of commissions paid to insurance broker | USD $20,239 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,239 | Additional information about fees paid to insurance broker | BROKER COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | RON KING INSURANCE AGENCY |
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