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STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameSTAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN
Plan identification number 501

STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

STAR FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:STAR FINANCIAL GROUP, INC.
Employer identification number (EIN):351658268
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about STAR FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2006-05-10
Company Identification Number: C2880800
Legal Registered Office Address: 16787 Bernardo Center Dr Ste A-11

San Diego
United States of America (USA)
92128

More information about STAR FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01THOMAS M. MARCUCCILLI2023-08-03
5012021-01-01THOMAS M. MARCUCCILLI2022-09-13
5012020-01-01THOMAS M. MARCUCCILLI2021-10-06
5012019-01-01THOMAS M. MARCUCCILLI2020-08-26
5012018-01-01
5012017-01-01TOM MARCUCCILLI
5012016-01-01TOM MARCUCCILLI
5012015-01-01TOM MARCUCCILLI
5012014-01-01TOM MARCUCCILLI
5012013-01-01TOM MARCUCCILLI

Plan Statistics for STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01595
Total number of active participants reported on line 7a of the Form 55002022-01-01608
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-01615
2021: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01509
Total number of active participants reported on line 7a of the Form 55002021-01-01595
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01600
2020: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01506
Total number of active participants reported on line 7a of the Form 55002020-01-01509
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01516
2019: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01395
Total number of active participants reported on line 7a of the Form 55002019-01-01506
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01510
2018: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01394
Total number of active participants reported on line 7a of the Form 55002018-01-01383
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01388
2017: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01398
Total number of active participants reported on line 7a of the Form 55002017-01-01378
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01394
2016: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01760
Total number of active participants reported on line 7a of the Form 55002016-01-01682
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01689
2015: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01766
Total number of active participants reported on line 7a of the Form 55002015-01-01755
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01760
2014: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01793
Total number of active participants reported on line 7a of the Form 55002014-01-01766
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01770
2013: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-01793
Number of retired or separated participants receiving benefits2013-01-012
Total of all active and inactive participants2013-01-01795

Financial Data on STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN

Measure Date Value
2022 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,551
Total income from all sources (including contributions)2022-12-31$4,004,757
Total of all expenses incurred2022-12-31$3,871,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,682,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,996,854
Value of total assets at end of year2022-12-31$3,756,546
Value of total assets at beginning of year2022-12-31$3,622,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$188,756
Total interest from all sources2022-12-31$7,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$16,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,003,603
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$100,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$180,622
Total non interest bearing cash at end of year2022-12-31$3,656,151
Total non interest bearing cash at beginning of year2022-12-31$3,441,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$133,197
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,744,047
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,610,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,903
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$846,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,968,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,836,212
Contract administrator fees2022-12-31$172,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$12,499
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$11,551
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BADEN, CAGE & SCHROEDER
Accountancy firm EIN2022-12-31351939627
2021 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,405
Total income from all sources (including contributions)2021-12-31$4,108,978
Total of all expenses incurred2021-12-31$3,698,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,552,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,104,254
Value of total assets at end of year2021-12-31$3,622,401
Value of total assets at beginning of year2021-12-31$3,217,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$146,179
Total interest from all sources2021-12-31$4,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$16,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,032,736
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$39,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$180,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$67,548
Total non interest bearing cash at end of year2021-12-31$3,441,779
Total non interest bearing cash at beginning of year2021-12-31$3,149,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$410,799
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,610,850
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,200,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,724
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$778,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,031,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,773,782
Contract administrator fees2021-12-31$130,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$11,551
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$17,405
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BADEN, CAGE & SCHROEDER
Accountancy firm EIN2021-12-31351939627
2020 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,405
Total income from all sources (including contributions)2020-12-31$4,494,388
Total of all expenses incurred2020-12-31$3,165,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,994,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,485,197
Value of total assets at end of year2020-12-31$3,217,456
Value of total assets at beginning of year2020-12-31$1,870,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$170,422
Total interest from all sources2020-12-31$9,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$13,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,095,146
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$28,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$67,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$67,532
Total non interest bearing cash at end of year2020-12-31$3,149,908
Total non interest bearing cash at beginning of year2020-12-31$1,803,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,329,203
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,200,051
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,870,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,191
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$768,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,361,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,226,194
Contract administrator fees2020-12-31$157,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$17,405
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BADEN, CAGE & SCHROEDER
Accountancy firm EIN2020-12-31351939627
2019 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,346,469
Total of all expenses incurred2019-12-31$4,679,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,514,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,321,749
Value of total assets at end of year2019-12-31$1,870,848
Value of total assets at beginning of year2019-12-31$2,203,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164,684
Total interest from all sources2019-12-31$24,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$13,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,265,287
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,542
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$67,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$60,852
Total non interest bearing cash at end of year2019-12-31$1,803,316
Total non interest bearing cash at beginning of year2019-12-31$2,142,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-332,620
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,870,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,203,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,720
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$914,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,030,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,599,655
Contract administrator fees2019-12-31$151,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BADEN, CAGE & SCHROEDER
Accountancy firm EIN2019-12-31351939627
2018 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,815,815
Total of all expenses incurred2018-12-31$4,148,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,984,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,801,595
Value of total assets at end of year2018-12-31$2,203,468
Value of total assets at beginning of year2018-12-31$2,536,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$164,099
Total interest from all sources2018-12-31$14,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$9,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,107,228
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$44,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$60,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$101,400
Administrative expenses (other) incurred2018-12-31$5,659
Total non interest bearing cash at end of year2018-12-31$2,142,616
Total non interest bearing cash at beginning of year2018-12-31$2,435,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-333,030
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,203,468
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,536,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,220
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$764,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,649,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,220,256
Contract administrator fees2018-12-31$149,440
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2018-12-31351939627
2017 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,142
Total income from all sources (including contributions)2017-12-31$3,558,753
Total of all expenses incurred2017-12-31$3,214,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,051,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,551,956
Value of total assets at end of year2017-12-31$2,536,498
Value of total assets at beginning of year2017-12-31$2,209,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$162,806
Total interest from all sources2017-12-31$6,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$12,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,011,304
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$69,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$101,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$27,656
Administrative expenses (other) incurred2017-12-31$6,431
Total non interest bearing cash at end of year2017-12-31$2,435,098
Total non interest bearing cash at beginning of year2017-12-31$2,181,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$344,099
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,536,498
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,192,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,797
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$689,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,471,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,362,650
Contract administrator fees2017-12-31$144,375
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$17,142
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2017-12-31351939627
2016 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$226,644
Total income from all sources (including contributions)2016-12-31$3,692,941
Total of all expenses incurred2016-12-31$3,276,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,110,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,688,011
Value of total assets at end of year2016-12-31$2,209,541
Value of total assets at beginning of year2016-12-31$2,003,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$166,852
Total interest from all sources2016-12-31$4,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$11,582
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,045,952
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$27,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$122,499
Total non interest bearing cash at end of year2016-12-31$2,181,885
Total non interest bearing cash at beginning of year2016-12-31$1,880,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$415,975
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,192,399
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,776,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,930
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$685,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,574,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,424,301
Contract administrator fees2016-12-31$155,270
Liabilities. Value of benefit claims payable at end of year2016-12-31$17,142
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$226,644
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2016-12-31351939627
2015 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$226,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$83,109
Total income from all sources (including contributions)2015-12-31$3,791,517
Total of all expenses incurred2015-12-31$3,181,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,017,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,790,819
Value of total assets at end of year2015-12-31$2,003,068
Value of total assets at beginning of year2015-12-31$1,249,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$163,960
Total interest from all sources2015-12-31$698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,497
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,105,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$122,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$54,206
Total non interest bearing cash at end of year2015-12-31$1,880,569
Total non interest bearing cash at beginning of year2015-12-31$1,195,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$609,886
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,776,424
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,166,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$698
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$626,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,685,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,391,550
Contract administrator fees2015-12-31$152,463
Liabilities. Value of benefit claims payable at end of year2015-12-31$226,644
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$83,109
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2015-12-31351939627
2014 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$83,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$193,430
Total income from all sources (including contributions)2014-12-31$3,548,349
Total of all expenses incurred2014-12-31$3,202,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,033,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,547,982
Value of total assets at end of year2014-12-31$1,249,647
Value of total assets at beginning of year2014-12-31$1,014,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$169,443
Total interest from all sources2014-12-31$367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$10,150
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,219,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$54,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$58,136
Total non interest bearing cash at end of year2014-12-31$1,195,441
Total non interest bearing cash at beginning of year2014-12-31$956,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$345,372
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,166,538
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$821,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$367
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$593,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,328,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,440,484
Contract administrator fees2014-12-31$159,293
Liabilities. Value of benefit claims payable at end of year2014-12-31$83,109
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$193,430
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2014-12-31351939627
2013 : STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$744,050
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$193,430
Total income from all sources (including contributions)2013-12-31$3,670,510
Total of all expenses incurred2013-12-31$3,593,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,407,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,670,049
Value of total assets at end of year2013-12-31$1,014,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$185,649
Total interest from all sources2013-12-31$461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,850
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,253,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$58,136
Total non interest bearing cash at end of year2013-12-31$956,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$77,116
Value of net assets at end of year (total assets less liabilities)2013-12-31$821,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$461
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$624,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,416,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,783,734
Contract administrator fees2013-12-31$175,799
Liabilities. Value of benefit claims payable at end of year2013-12-31$193,430
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BADEN, GAGE & SCHROEDER
Accountancy firm EIN2013-12-31351939627

Form 5500 Responses for STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN

2022: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STAR FINANCIAL GROUP, INC. EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered608
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $31,993
Total amount of fees paid to insurance companyUSD $2,221
Life Insurance Welfare BenefitYes
Other welfare benefits providedISTDPROTEC, ISWL STND
Welfare Benefit Premiums Paid to CarrierUSD $139,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,114
Amount paid for insurance broker fees1195
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40245
Policy instance 6
Insurance contract or identification numberHCCLOT40245
Number of Individuals Covered373
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,592
Total amount of fees paid to insurance companyUSD $886
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $65,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,592
Amount paid for insurance broker fees886
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0311811
Policy instance 5
Insurance contract or identification numberR0311811
Number of Individuals Covered280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,662
Total amount of fees paid to insurance companyUSD $1,029
Other welfare benefits providedGROUP CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $66,646
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,129
Amount paid for insurance broker fees553
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered288
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,019
Total amount of fees paid to insurance companyUSD $651
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $79,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,019
Amount paid for insurance broker fees651
Insurance broker organization code?3
SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 )
Policy contract numberS1006-2022R7
Policy instance 3
Insurance contract or identification numberS1006-2022R7
Number of Individuals Covered222
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $673,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract number751055
Policy instance 7
Insurance contract or identification number751055
Number of Individuals Covered308
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $138
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees138
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered459
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,497
Total amount of fees paid to insurance companyUSD $789
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $96,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,497
Amount paid for insurance broker fees789
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered481
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,254
Total amount of fees paid to insurance companyUSD $713
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $103,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,254
Amount paid for insurance broker fees713
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered595
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $32,856
Total amount of fees paid to insurance companyUSD $1,636
Life Insurance Welfare BenefitYes
Other welfare benefits providedISTDPROTEC, ISWL STND
Welfare Benefit Premiums Paid to CarrierUSD $129,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,406
Amount paid for insurance broker fees935
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 )
Policy contract numberS1012-2021R6
Policy instance 3
Insurance contract or identification numberS1012-2021R6
Number of Individuals Covered218
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $595,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered288
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,496
Total amount of fees paid to insurance companyUSD $625
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $90,581
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,496
Amount paid for insurance broker fees625
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0311811
Policy instance 5
Insurance contract or identification numberR0311811
Number of Individuals Covered286
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,720
Total amount of fees paid to insurance companyUSD $676
Other welfare benefits providedGROUP CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $61,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,794
Amount paid for insurance broker fees385
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40245
Policy instance 6
Insurance contract or identification numberHCCLOT40245
Number of Individuals Covered344
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,834
Total amount of fees paid to insurance companyUSD $1,231
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $68,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,834
Amount paid for insurance broker fees1231
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract number751055
Policy instance 7
Insurance contract or identification number751055
Number of Individuals Covered358
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $185
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees185
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered509
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,916
Total amount of fees paid to insurance companyUSD $917
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $122,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,916
Amount paid for insurance broker fees917
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered502
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $52,512
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $135,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,786
Insurance broker organization code?3
SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 )
Policy contract numberS1012-2020R5
Policy instance 3
Insurance contract or identification numberS1012-2020R5
Number of Individuals Covered240
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $569,641
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered283
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $16,220
Total amount of fees paid to insurance companyUSD $811
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $108,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,220
Amount paid for insurance broker fees811
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0311811
Policy instance 5
Insurance contract or identification numberR0311811
Number of Individuals Covered261
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $22,845
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedGROUP CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $68,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,243
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40245
Policy instance 6
Insurance contract or identification numberHCCLOT40245
Number of Individuals Covered396
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,367
Total amount of fees paid to insurance companyUSD $1,327
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $73,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,367
Amount paid for insurance broker fees1327
Insurance broker organization code?3
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract number751055
Policy instance 7
Insurance contract or identification number751055
Number of Individuals Covered370
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $187
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees187
Insurance broker organization code?3
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract number751055
Policy instance 7
Insurance contract or identification number751055
Number of Individuals Covered364
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40245
Policy instance 6
Insurance contract or identification numberHCCLOT40245
Number of Individuals Covered395
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,317
Total amount of fees paid to insurance companyUSD $1,317
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $73,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,317
Amount paid for insurance broker fees1317
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0311811
Policy instance 5
Insurance contract or identification numberR0311811
Number of Individuals Covered235
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,187
Total amount of fees paid to insurance companyUSD $1,124
Other welfare benefits providedGROUP CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $49,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,383
Amount paid for insurance broker fees756
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered274
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,097
Total amount of fees paid to insurance companyUSD $755
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $100,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,097
Amount paid for insurance broker fees755
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberSG1006-2019R4
Policy instance 3
Insurance contract or identification numberSG1006-2019R4
Number of Individuals Covered235
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $464,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered365
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $33,098
Total amount of fees paid to insurance companyUSD $1,541
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $89,868
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,404
Amount paid for insurance broker fees1049
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered506
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,576
Total amount of fees paid to insurance companyUSD $812
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $108,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,576
Amount paid for insurance broker fees812
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered208
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $17,780
Total amount of fees paid to insurance companyUSD $783
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $54,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,887
Amount paid for insurance broker fees552
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered514
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $7,277
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $95,717
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,277
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1004-2017R2
Policy instance 3
Insurance contract or identification numberG1004-2017R2
Number of Individuals Covered394
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $389,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered301
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $15,039
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $100,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,039
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0311811
Policy instance 5
Insurance contract or identification numberR0311811
Number of Individuals Covered122
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $8,660
Total amount of fees paid to insurance companyUSD $421
Other welfare benefits providedGROUP CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $23,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,827
Amount paid for insurance broker fees297
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-5067
Policy instance 6
Insurance contract or identification number947-5067
Number of Individuals Covered375
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,972
Total amount of fees paid to insurance companyUSD $1,435
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $79,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,972
Amount paid for insurance broker fees1435
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?4
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered508
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $7,562
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $107,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,562
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered130
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $1,898
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $39,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,898
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1004-2017R2
Policy instance 3
Insurance contract or identification numberG1004-2017R2
Number of Individuals Covered401
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Welfare Benefit Premiums Paid to CarrierUSD $356,439
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered297
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $17,001
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $113,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,001
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0311811
Policy instance 5
Insurance contract or identification numberR0311811
Number of Individuals Covered48
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $1,280
Other welfare benefits providedGROUP CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $11,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,280
Insurance broker organization code?3
Insurance broker nameESTLICK-GIRVIN & LEFEVER, INC
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-5067
Policy instance 6
Insurance contract or identification number947-5067
Number of Individuals Covered401
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,861
Total amount of fees paid to insurance companyUSD $1,415
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $78,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,861
Amount paid for insurance broker fees1415
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?4
Insurance broker nameUNIFIED GROUP SERVICES, INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered511
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $7,065
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $86,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,065
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered128
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $992
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $44,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $992
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6811
Policy instance 3
Insurance contract or identification number6811
Number of Individuals Covered402
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $383,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered265
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $14,635
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $97,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,635
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0311811
Policy instance 5
Insurance contract or identification numberR0311811
Number of Individuals Covered33
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $364
Other welfare benefits providedGROUP CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $8,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $364
Insurance broker organization code?3
Insurance broker nameESTLICK-GIRVIN & LEFEVER, INC
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered149
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $2,985
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $50,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,985
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered508
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $6,743
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $83,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,743
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6811
Policy instance 3
Insurance contract or identification number6811
Number of Individuals Covered401
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $344,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered211
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $15,925
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $106,169
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,925
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0311811
Policy instance 5
Insurance contract or identification numberR0311811
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $2,195
Other welfare benefits providedGROUP CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $9,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,195
Insurance broker organization code?3
Insurance broker nameESTLICK-GIRVIN & LEFEVER, INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128919
Policy instance 4
Insurance contract or identification number128919
Number of Individuals Covered303
Insurance policy start date2013-01-01
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $17,249
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $114,994
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,249
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6811
Policy instance 3
Insurance contract or identification number6811
Number of Individuals Covered419
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $362,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0007851451
Policy instance 2
Insurance contract or identification number0007851451
Number of Individuals Covered182
Insurance policy start date2013-01-01
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $1,911
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $49,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,911
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number128920
Policy instance 1
Insurance contract or identification number128920
Number of Individuals Covered555
Insurance policy start date2013-01-01
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $7,015
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $87,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,015
Insurance broker organization code?3
Insurance broker nameESTLICK GIRVIN & LEFEVER

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