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NAFC SCHOOLS SECTION 125 PLAN 401k Plan overview

Plan NameNAFC SCHOOLS SECTION 125 PLAN
Plan identification number 501

NAFC SCHOOLS SECTION 125 PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover

401k Sponsoring company profile

NEW ALBANY-FLOYD COUNTY CONSOLIDATED SCHOOL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:NEW ALBANY-FLOYD COUNTY CONSOLIDATED SCHOOL CORPORATION
Employer identification number (EIN):356005953
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAFC SCHOOLS SECTION 125 PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-01-01DEENA BURKS
5012016-01-01DEENA BURKS
5012015-01-01DEENA BURKS
5012014-01-01DEENA BURKS
5012013-01-01DEENA BURKS
5012012-01-01DEENA BURKS
5012011-01-01BEVERLY SEITZ
5012009-01-01BEVERLY SEITZ

Plan Statistics for NAFC SCHOOLS SECTION 125 PLAN

401k plan membership statisitcs for NAFC SCHOOLS SECTION 125 PLAN

Measure Date Value
2017: NAFC SCHOOLS SECTION 125 PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,024
Total number of active participants reported on line 7a of the Form 55002017-01-01935
Number of retired or separated participants receiving benefits2017-01-0161
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01996
2016: NAFC SCHOOLS SECTION 125 PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01935
Total number of active participants reported on line 7a of the Form 55002016-01-01948
Number of retired or separated participants receiving benefits2016-01-0176
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,024
2015: NAFC SCHOOLS SECTION 125 PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01924
Total number of active participants reported on line 7a of the Form 55002015-01-01935
Number of retired or separated participants receiving benefits2015-01-01109
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,044
2014: NAFC SCHOOLS SECTION 125 PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,121
Total number of active participants reported on line 7a of the Form 55002014-01-01924
Number of retired or separated participants receiving benefits2014-01-01134
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,058
2013: NAFC SCHOOLS SECTION 125 PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,154
Total number of active participants reported on line 7a of the Form 55002013-01-01963
Number of retired or separated participants receiving benefits2013-01-01158
Total of all active and inactive participants2013-01-011,121
2012: NAFC SCHOOLS SECTION 125 PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,602
Total number of active participants reported on line 7a of the Form 55002012-01-011,154
Number of retired or separated participants receiving benefits2012-01-01195
Total of all active and inactive participants2012-01-011,349
2011: NAFC SCHOOLS SECTION 125 PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,742
Total number of active participants reported on line 7a of the Form 55002011-01-012,602
Total of all active and inactive participants2011-01-012,602
2009: NAFC SCHOOLS SECTION 125 PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,580
Total number of active participants reported on line 7a of the Form 55002009-01-012,814
Total of all active and inactive participants2009-01-012,814

Form 5500 Responses for NAFC SCHOOLS SECTION 125 PLAN

2017: NAFC SCHOOLS SECTION 125 PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: NAFC SCHOOLS SECTION 125 PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: NAFC SCHOOLS SECTION 125 PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: NAFC SCHOOLS SECTION 125 PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: NAFC SCHOOLS SECTION 125 PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NAFC SCHOOLS SECTION 125 PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: NAFC SCHOOLS SECTION 125 PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: NAFC SCHOOLS SECTION 125 PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4351334
Policy instance 9
Insurance contract or identification numberE4351334
Number of Individuals Covered585
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $83,735
Total amount of fees paid to insurance companyUSD $9,738
Welfare Benefit Premiums Paid to CarrierUSD $372,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,735
Amount paid for insurance broker fees9738
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameCOLONIAL LIFE & ACCIDENT INSURANCE
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4337200
Policy instance 10
Insurance contract or identification numberE4337200
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,605
Total amount of fees paid to insurance companyUSD $814
Welfare Benefit Premiums Paid to CarrierUSD $12,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,605
Amount paid for insurance broker fees814
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameCOLONIAL LIFE & ACCIDENT INSURANCE
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number598924
Policy instance 1
Insurance contract or identification number598924
Number of Individuals Covered1021
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $54
Welfare Benefit Premiums Paid to CarrierUSD $11,651,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker nameDOUGLAS A. SIDEBOTTOM
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963919
Policy instance 2
Insurance contract or identification numberFLX963919
Number of Individuals Covered1083
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker nameCIGNA GROUP INSURANCE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK962773
Policy instance 3
Insurance contract or identification numberLK962773
Number of Individuals Covered1087
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $119,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSONS
Insurance broker nameCIGNA GROUP INSURANCE
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965545
Policy instance 5
Insurance contract or identification numberOK965545
Number of Individuals Covered1096
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $8,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameCIGNA GROUP INSURANCE
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0005849
Policy instance 4
Insurance contract or identification number0005849
Number of Individuals Covered1956
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number240290
Policy instance 6
Insurance contract or identification number240290
Number of Individuals Covered37
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number00244262
Policy instance 7
Insurance contract or identification number00244262
Number of Individuals Covered652
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4337192
Policy instance 8
Insurance contract or identification numberE4337192
Number of Individuals Covered61
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,727
Total amount of fees paid to insurance companyUSD $861
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,727
Amount paid for insurance broker fees861
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameCOLONIAL LIFE & ACCIDENT INSURANCE
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number598924
Policy instance 1
Insurance contract or identification number598924
Number of Individuals Covered1063
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $76,634
Welfare Benefit Premiums Paid to CarrierUSD $11,832,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,634
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker nameHARTFIELD CO, INC.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963919
Policy instance 2
Insurance contract or identification numberFLX963919
Number of Individuals Covered1118
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,766
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker nameHARTFIELD CO, INC.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK962773
Policy instance 3
Insurance contract or identification numberLK962773
Number of Individuals Covered1127
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $132,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameHARTFIELD CO, INC.
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0005849
Policy instance 4
Insurance contract or identification number0005849
Number of Individuals Covered1929
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965545
Policy instance 5
Insurance contract or identification numberOK965545
Number of Individuals Covered1136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $8,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHARTFIELD CO, INC.
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number240290
Policy instance 6
Insurance contract or identification number240290
Number of Individuals Covered50
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $24,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHARTFIELD CO, INC.
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number00244262
Policy instance 7
Insurance contract or identification number00244262
Number of Individuals Covered557
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $67,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number240290
Policy instance 6
Insurance contract or identification number240290
Number of Individuals Covered55
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $30,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHARTFIELD CO, INC.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965545
Policy instance 5
Insurance contract or identification numberOK965545
Number of Individuals Covered1095
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $8,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTHE HARTFIELD COMPANY
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0005849
Policy instance 4
Insurance contract or identification number0005849
Number of Individuals Covered1905
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK962773
Policy instance 3
Insurance contract or identification numberLK962773
Number of Individuals Covered1091
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $129,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameTHE HARTFIELD COMPANY
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963919
Policy instance 2
Insurance contract or identification numberFLX963919
Number of Individuals Covered1078
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,539
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker nameTHE HARTFIELD COMPANY
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number598924
Policy instance 1
Insurance contract or identification number598924
Number of Individuals Covered1076
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $90,799
Welfare Benefit Premiums Paid to CarrierUSD $11,565,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90,799
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker nameTHE HARTFIELD COMPANY
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0005849
Policy instance 4
Insurance contract or identification number0005849
Number of Individuals Covered1882
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963919
Policy instance 2
Insurance contract or identification numberFLX963919
Number of Individuals Covered1110
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker nameTHE HARTFIELD COMPANY
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number598924
Policy instance 1
Insurance contract or identification number598924
Number of Individuals Covered1119
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $91,957
Welfare Benefit Premiums Paid to CarrierUSD $11,350,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91,957
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker nameTHE HARTFIELD COMPANY
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK962773
Policy instance 3
Insurance contract or identification numberLK962773
Number of Individuals Covered1126
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $199,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameTHE HARTFIELD COMPANY
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965545
Policy instance 5
Insurance contract or identification numberOK965545
Number of Individuals Covered1130
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $8,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTHE HARTFIELD COMPANY
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number240290
Policy instance 6
Insurance contract or identification number240290
Number of Individuals Covered68
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $377
Welfare Benefit Premiums Paid to CarrierUSD $31,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $377
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHARTFIELD CO, INC.
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK962773
Policy instance 3
Insurance contract or identification numberLK962773
Number of Individuals Covered1154
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $203,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameTHE HARTFIELD COMPANY
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number5849
Policy instance 4
Insurance contract or identification number5849
Number of Individuals Covered1826
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number240290
Policy instance 6
Insurance contract or identification number240290
Number of Individuals Covered88
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $43,257
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965545
Policy instance 5
Insurance contract or identification numberOK965545
Number of Individuals Covered1147
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $8,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTHE HARTFIELD COMPANY
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number598924
Policy instance 1
Insurance contract or identification number598924
Number of Individuals Covered1150
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $43,918
Welfare Benefit Premiums Paid to CarrierUSD $12,297,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,918
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker nameTHE HARTFIELD COMPANY
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963919
Policy instance 2
Insurance contract or identification numberFLX963919
Number of Individuals Covered1154
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker nameTHE HARTFIELD COMPANY
GREAT LAKES DELTA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90301 )
Policy contract number5849
Policy instance 4
Insurance contract or identification number5849
Number of Individuals Covered1889
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK962773
Policy instance 3
Insurance contract or identification numberLK962773
Number of Individuals Covered1203
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $3,601
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $223,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963919
Policy instance 2
Insurance contract or identification numberFLX963919
Number of Individuals Covered1189
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $1,856
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $120,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number00104515
Policy instance 1
Insurance contract or identification number00104515
Number of Individuals Covered2602
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $48
Welfare Benefit Premiums Paid to CarrierUSD $14,415,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965545
Policy instance 5
Insurance contract or identification numberOK965545
Number of Individuals Covered1203
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $141
Welfare Benefit Premiums Paid to CarrierUSD $9,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT LAKES DELTA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90301 )
Policy contract number5849
Policy instance 4
Insurance contract or identification number5849
Number of Individuals Covered1986
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number066840
Policy instance 3
Insurance contract or identification number066840
Number of Individuals Covered1292
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,857
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $312,056
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,857
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number066840
Policy instance 2
Insurance contract or identification number066840
Number of Individuals Covered1292
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,040
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $80,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,560
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameNFP INSURANCE SERVICES
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number00104515
Policy instance 1
Insurance contract or identification number00104515
Number of Individuals Covered2742
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $131,832
Welfare Benefit Premiums Paid to CarrierUSD $14,098,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $131,832
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameTHE HARTFIELD COMPANY

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