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HAGERMAN CONSTRUCTION CORPORATION 401k Plan overview

Plan NameHAGERMAN CONSTRUCTION CORPORATION
Plan identification number 501

HAGERMAN CONSTRUCTION CORPORATION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

HAGERMAN CONSTRUCTION CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:HAGERMAN CONSTRUCTION CORPORATION
Employer identification number (EIN):350813400
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAGERMAN CONSTRUCTION CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01
5012021-04-01
5012020-04-01
5012019-04-01
5012018-04-01
5012017-04-01MELANIE KING
5012016-04-01MELANIE KING
5012015-04-01MELANIE KING
5012014-04-01MELANIE KING
5012013-04-01THERESA GIRARDOT
5012012-04-01THERESA GIRARDOT
5012011-04-01RICHARD E SUTORIUS
5012010-04-01RICHARD E SUTORIUS
5012009-04-01RICHARD E SUTORIUS

Plan Statistics for HAGERMAN CONSTRUCTION CORPORATION

401k plan membership statisitcs for HAGERMAN CONSTRUCTION CORPORATION

Measure Date Value
2022: HAGERMAN CONSTRUCTION CORPORATION 2022 401k membership
Total participants, beginning-of-year2022-04-01153
Total number of active participants reported on line 7a of the Form 55002022-04-01187
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-01187
2021: HAGERMAN CONSTRUCTION CORPORATION 2021 401k membership
Total participants, beginning-of-year2021-04-01155
Total number of active participants reported on line 7a of the Form 55002021-04-01153
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01153
2020: HAGERMAN CONSTRUCTION CORPORATION 2020 401k membership
Total participants, beginning-of-year2020-04-01151
Total number of active participants reported on line 7a of the Form 55002020-04-01155
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01155
2019: HAGERMAN CONSTRUCTION CORPORATION 2019 401k membership
Total participants, beginning-of-year2019-04-01139
Total number of active participants reported on line 7a of the Form 55002019-04-01151
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01151
2018: HAGERMAN CONSTRUCTION CORPORATION 2018 401k membership
Total participants, beginning-of-year2018-04-01128
Total number of active participants reported on line 7a of the Form 55002018-04-01139
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-01139
2017: HAGERMAN CONSTRUCTION CORPORATION 2017 401k membership
Total participants, beginning-of-year2017-04-0193
Total number of active participants reported on line 7a of the Form 55002017-04-01128
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01128
2016: HAGERMAN CONSTRUCTION CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-04-0196
Total number of active participants reported on line 7a of the Form 55002016-04-0193
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-0193
2015: HAGERMAN CONSTRUCTION CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-04-01106
Total number of active participants reported on line 7a of the Form 55002015-04-0196
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-0196
2014: HAGERMAN CONSTRUCTION CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-04-01111
Total number of active participants reported on line 7a of the Form 55002014-04-01106
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01106
2013: HAGERMAN CONSTRUCTION CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-04-01115
Total number of active participants reported on line 7a of the Form 55002013-04-01111
Total of all active and inactive participants2013-04-01111
2012: HAGERMAN CONSTRUCTION CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-04-01113
Total number of active participants reported on line 7a of the Form 55002012-04-01115
Total of all active and inactive participants2012-04-01115
2011: HAGERMAN CONSTRUCTION CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-04-01116
Total number of active participants reported on line 7a of the Form 55002011-04-01113
Total of all active and inactive participants2011-04-01113
Total participants2011-04-01113
2010: HAGERMAN CONSTRUCTION CORPORATION 2010 401k membership
Total participants, beginning-of-year2010-04-01137
Total number of active participants reported on line 7a of the Form 55002010-04-01116
Total of all active and inactive participants2010-04-01116
Total participants2010-04-01116
2009: HAGERMAN CONSTRUCTION CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-04-01130
Total number of active participants reported on line 7a of the Form 55002009-04-01137
Total of all active and inactive participants2009-04-01137
Total participants2009-04-01137

Form 5500 Responses for HAGERMAN CONSTRUCTION CORPORATION

2022: HAGERMAN CONSTRUCTION CORPORATION 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: HAGERMAN CONSTRUCTION CORPORATION 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: HAGERMAN CONSTRUCTION CORPORATION 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: HAGERMAN CONSTRUCTION CORPORATION 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: HAGERMAN CONSTRUCTION CORPORATION 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: HAGERMAN CONSTRUCTION CORPORATION 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: HAGERMAN CONSTRUCTION CORPORATION 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: HAGERMAN CONSTRUCTION CORPORATION 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: HAGERMAN CONSTRUCTION CORPORATION 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: HAGERMAN CONSTRUCTION CORPORATION 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: HAGERMAN CONSTRUCTION CORPORATION 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: HAGERMAN CONSTRUCTION CORPORATION 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: HAGERMAN CONSTRUCTION CORPORATION 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: HAGERMAN CONSTRUCTION CORPORATION 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00580310
Policy instance 1
Insurance contract or identification number00580310
Number of Individuals Covered187
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $20,434
Total amount of fees paid to insurance companyUSD $3,906
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $123,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,576
Amount paid for insurance broker fees3906
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00580310
Policy instance 1
Insurance contract or identification number00580310
Number of Individuals Covered153
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $14,781
Total amount of fees paid to insurance companyUSD $6,024
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $89,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,437
Amount paid for insurance broker fees6024
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00580310
Policy instance 3
Insurance contract or identification number00580310
Number of Individuals Covered155
Insurance policy start date2021-01-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $4,563
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $27,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,148
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010244556
Policy instance 1
Insurance contract or identification number000010244556
Number of Individuals Covered159
Insurance policy start date2020-04-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,582
Total amount of fees paid to insurance companyUSD $1,707
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $50,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,582
Amount paid for insurance broker fees1707
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010244557
Policy instance 2
Insurance contract or identification number000010244557
Number of Individuals Covered159
Insurance policy start date2020-04-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,205
Total amount of fees paid to insurance companyUSD $959
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,205
Amount paid for insurance broker fees959
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010244556
Policy instance 1
Insurance contract or identification number000010244556
Number of Individuals Covered151
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $8,413
Total amount of fees paid to insurance companyUSD $1,604
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $56,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,413
Amount paid for insurance broker fees1604
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010244557
Policy instance 2
Insurance contract or identification number000010244557
Number of Individuals Covered151
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $4,624
Total amount of fees paid to insurance companyUSD $877
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,624
Amount paid for insurance broker fees877
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number588
Policy instance 1
Insurance contract or identification number588
Number of Individuals Covered131
Insurance policy start date2018-04-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $3,133
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $30,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $827
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010244557
Policy instance 2
Insurance contract or identification number000010244557
Number of Individuals Covered139
Insurance policy start date2018-08-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $8,424
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $56,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,424
Insurance broker organization code?3
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number588
Policy instance 1
Insurance contract or identification number588
Number of Individuals Covered128
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $7,227
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $71,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,227
Insurance broker organization code?3
Insurance broker nameAARON VAN PELT INC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 200414
Policy instance 2
Insurance contract or identification numberVAR 200414
Number of Individuals Covered96
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $362
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INSURANCE INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 102097
Policy instance 3
Insurance contract or identification numberLTD 102097
Number of Individuals Covered96
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $3,270
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $857
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 126469
Policy instance 1
Insurance contract or identification numberGL 126469
Number of Individuals Covered96
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $7,330
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,882
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INSURANCE INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 102097
Policy instance 3
Insurance contract or identification numberLTD 102097
Number of Individuals Covered106
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $2,734
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,734
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 200414
Policy instance 2
Insurance contract or identification numberVAR 200414
Number of Individuals Covered106
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $330
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,201
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $330
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 126469
Policy instance 1
Insurance contract or identification numberGL 126469
Number of Individuals Covered106
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $6,960
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,960
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 102097
Policy instance 3
Insurance contract or identification numberLTD 102097
Number of Individuals Covered111
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $4,155
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,155
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 126469
Policy instance 1
Insurance contract or identification numberGL 126469
Number of Individuals Covered111
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $9,528
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,528
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 200414
Policy instance 2
Insurance contract or identification numberVAR 200414
Number of Individuals Covered111
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $661
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $661
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 126469
Policy instance 1
Insurance contract or identification numberGL 126469
Number of Individuals Covered115
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $8,890
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,267
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,890
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 102097
Policy instance 3
Insurance contract or identification numberLTD 102097
Number of Individuals Covered115
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $3,350
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,350
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 200414
Policy instance 2
Insurance contract or identification numberVAR 200414
Number of Individuals Covered115
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $742
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $742
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 126469
Policy instance 3
Insurance contract or identification numberGL 126469
Number of Individuals Covered113
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $8,414
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 200414
Policy instance 2
Insurance contract or identification numberVAR 200414
Number of Individuals Covered113
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $719
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 102097
Policy instance 1
Insurance contract or identification numberLTD 102097
Number of Individuals Covered113
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $3,052
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 200414
Policy instance 2
Insurance contract or identification numberVAR 200414
Number of Individuals Covered112
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $1,022
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $6,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,022
Insurance broker organization code?3
Insurance broker nameCHARLES J BODENHAFER, CLU
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 102097
Policy instance 1
Insurance contract or identification numberLTD 102097
Number of Individuals Covered114
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $3,995
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,995
Insurance broker organization code?3
Insurance broker nameCHARLES J BODENHAFER, CLU
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 126469
Policy instance 3
Insurance contract or identification numberGL 126469
Number of Individuals Covered114
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $10,136
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $67,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,136
Insurance broker organization code?3
Insurance broker nameCHARLES J BODENHAFER, CLU

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