SUNSET FOOD MART has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUNSET FOOD MART WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: SUNSET FOOD MART WELFARE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 304 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 298 |
| Number of retired or separated participants receiving benefits | 2022-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 0 |
| Total of all active and inactive participants | 2022-10-01 | 298 |
| Number of employers contributing to the scheme | 2022-10-01 | 0 |
| 2021: SUNSET FOOD MART WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 334 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 304 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
| Total of all active and inactive participants | 2021-10-01 | 304 |
| Number of employers contributing to the scheme | 2021-10-01 | 0 |
| 2020: SUNSET FOOD MART WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 338 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 334 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 334 |
| Number of employers contributing to the scheme | 2020-10-01 | 0 |
| 2019: SUNSET FOOD MART WELFARE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 358 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 338 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
| Total of all active and inactive participants | 2019-10-01 | 338 |
| Number of employers contributing to the scheme | 2019-10-01 | 0 |
| 2018: SUNSET FOOD MART WELFARE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 339 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 358 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
| Total of all active and inactive participants | 2018-10-01 | 358 |
| Number of employers contributing to the scheme | 2018-10-01 | 0 |
| 2017: SUNSET FOOD MART WELFARE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 358 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 339 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 339 |
| Number of employers contributing to the scheme | 2017-10-01 | 0 |
| 2016: SUNSET FOOD MART WELFARE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 360 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 358 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
| Total of all active and inactive participants | 2016-10-01 | 358 |
| Number of employers contributing to the scheme | 2016-10-01 | 0 |
| 2015: SUNSET FOOD MART WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 375 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 360 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
| Total of all active and inactive participants | 2015-10-01 | 360 |
| Number of employers contributing to the scheme | 2015-10-01 | 0 |
| 2014: SUNSET FOOD MART WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 368 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 375 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 375 |
| Number of employers contributing to the scheme | 2014-10-01 | 0 |
| 2013: SUNSET FOOD MART WELFARE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 370 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 368 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
| Total of all active and inactive participants | 2013-10-01 | 368 |
| Number of employers contributing to the scheme | 2013-10-01 | 0 |
| 2012: SUNSET FOOD MART WELFARE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 290 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 370 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
| Total of all active and inactive participants | 2012-10-01 | 370 |
| Number of employers contributing to the scheme | 2012-10-01 | 0 |
| 2011: SUNSET FOOD MART WELFARE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 405 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 290 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 290 |
| Number of employers contributing to the scheme | 2011-10-01 | 0 |
| 2010: SUNSET FOOD MART WELFARE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 392 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 405 |
| Total of all active and inactive participants | 2010-10-01 | 405 |
| 2009: SUNSET FOOD MART WELFARE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 393 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 392 |
| Total of all active and inactive participants | 2009-10-01 | 392 |
| 2008: SUNSET FOOD MART WELFARE BENEFIT PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-10-01 | 410 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-10-01 | 393 |
| Total of all active and inactive participants | 2008-10-01 | 393 |
| 2007: SUNSET FOOD MART WELFARE BENEFIT PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-10-01 | 389 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-10-01 | 410 |
| Total of all active and inactive participants | 2007-10-01 | 410 |
| 2006: SUNSET FOOD MART WELFARE BENEFIT PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-10-01 | 426 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-10-01 | 389 |
| Total of all active and inactive participants | 2006-10-01 | 389 |
| 2005: SUNSET FOOD MART WELFARE BENEFIT PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-10-01 | 475 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-10-01 | 426 |
| Total of all active and inactive participants | 2005-10-01 | 426 |
| 2004: SUNSET FOOD MART WELFARE BENEFIT PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-10-01 | 472 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-10-01 | 475 |
| Total of all active and inactive participants | 2004-10-01 | 475 |
| 2003: SUNSET FOOD MART WELFARE BENEFIT PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-10-01 | 499 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-10-01 | 472 |
| Total of all active and inactive participants | 2003-10-01 | 472 |
| 2002: SUNSET FOOD MART WELFARE BENEFIT PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-10-01 | 500 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-10-01 | 499 |
| Total of all active and inactive participants | 2002-10-01 | 499 |
| 2001: SUNSET FOOD MART WELFARE BENEFIT PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-10-01 | 505 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-10-01 | 500 |
| Total of all active and inactive participants | 2001-10-01 | 500 |
| 2000: SUNSET FOOD MART WELFARE BENEFIT PLAN 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-10-01 | 514 |
| Total number of active participants reported on line 7a of the Form 5500 | 2000-10-01 | 505 |
| Total of all active and inactive participants | 2000-10-01 | 505 |
| 1999: SUNSET FOOD MART WELFARE BENEFIT PLAN 1999 401k membership |
|---|
| Total participants, beginning-of-year | 1999-10-01 | 525 |
| Total number of active participants reported on line 7a of the Form 5500 | 1999-10-01 | 514 |
| Total of all active and inactive participants | 1999-10-01 | 514 |
| 1998: SUNSET FOOD MART WELFARE BENEFIT PLAN 1998 401k membership |
|---|
| Total participants, beginning-of-year | 1998-10-01 | 500 |
| Total number of active participants reported on line 7a of the Form 5500 | 1998-10-01 | 525 |
| Total of all active and inactive participants | 1998-10-01 | 525 |
| 1997: SUNSET FOOD MART WELFARE BENEFIT PLAN 1997 401k membership |
|---|
| Total participants, beginning-of-year | 1997-10-01 | 414 |
| Total number of active participants reported on line 7a of the Form 5500 | 1997-10-01 | 500 |
| Total of all active and inactive participants | 1997-10-01 | 500 |
| 1996: SUNSET FOOD MART WELFARE BENEFIT PLAN 1996 401k membership |
|---|
| Total participants, beginning-of-year | 1996-10-01 | 410 |
| Total number of active participants reported on line 7a of the Form 5500 | 1996-10-01 | 414 |
| Total of all active and inactive participants | 1996-10-01 | 414 |
| 1995: SUNSET FOOD MART WELFARE BENEFIT PLAN 1995 401k membership |
|---|
| Total participants, beginning-of-year | 1995-10-01 | 400 |
| Total number of active participants reported on line 7a of the Form 5500 | 1995-10-01 | 410 |
| Total of all active and inactive participants | 1995-10-01 | 410 |
| 1994: SUNSET FOOD MART WELFARE BENEFIT PLAN 1994 401k membership |
|---|
| Total participants, beginning-of-year | 1994-10-01 | 380 |
| Total number of active participants reported on line 7a of the Form 5500 | 1994-10-01 | 400 |
| Total of all active and inactive participants | 1994-10-01 | 400 |
| 1993: SUNSET FOOD MART WELFARE BENEFIT PLAN 1993 401k membership |
|---|
| Total participants, beginning-of-year | 1993-10-01 | 372 |
| Total number of active participants reported on line 7a of the Form 5500 | 1993-10-01 | 380 |
| Total of all active and inactive participants | 1993-10-01 | 380 |
| 1992: SUNSET FOOD MART WELFARE BENEFIT PLAN 1992 401k membership |
|---|
| Total participants, beginning-of-year | 1992-10-01 | 350 |
| Total number of active participants reported on line 7a of the Form 5500 | 1992-10-01 | 372 |
| Total of all active and inactive participants | 1992-10-01 | 372 |
| 1991: SUNSET FOOD MART WELFARE BENEFIT PLAN 1991 401k membership |
|---|
| Total participants, beginning-of-year | 1991-10-01 | 350 |
| Total number of active participants reported on line 7a of the Form 5500 | 1991-10-01 | 350 |
| Total of all active and inactive participants | 1991-10-01 | 350 |
| 1990: SUNSET FOOD MART WELFARE BENEFIT PLAN 1990 401k membership |
|---|
| Total participants, beginning-of-year | 1990-10-01 | 342 |
| Total number of active participants reported on line 7a of the Form 5500 | 1990-10-01 | 350 |
| Total of all active and inactive participants | 1990-10-01 | 350 |
| 1989: SUNSET FOOD MART WELFARE BENEFIT PLAN 1989 401k membership |
|---|
| Total participants, beginning-of-year | 1989-10-01 | 340 |
| Total number of active participants reported on line 7a of the Form 5500 | 1989-10-01 | 342 |
| Total of all active and inactive participants | 1989-10-01 | 342 |
| 1988: SUNSET FOOD MART WELFARE BENEFIT PLAN 1988 401k membership |
|---|
| Total participants, beginning-of-year | 1988-10-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 1988-10-01 | 340 |
| Total of all active and inactive participants | 1988-10-01 | 340 |
| 2022: SUNSET FOOD MART WELFARE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: SUNSET FOOD MART WELFARE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: SUNSET FOOD MART WELFARE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: SUNSET FOOD MART WELFARE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: SUNSET FOOD MART WELFARE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: SUNSET FOOD MART WELFARE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: SUNSET FOOD MART WELFARE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: SUNSET FOOD MART WELFARE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: SUNSET FOOD MART WELFARE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SUNSET FOOD MART WELFARE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SUNSET FOOD MART WELFARE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SUNSET FOOD MART WELFARE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: SUNSET FOOD MART WELFARE BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | First time form 5500 has been submitted | Yes |
| 2010-10-01 | Submission has been amended | No |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: SUNSET FOOD MART WELFARE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: SUNSET FOOD MART WELFARE BENEFIT PLAN 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
| 2008-10-01 | Plan funding arrangement – Insurance | Yes |
| 2008-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: SUNSET FOOD MART WELFARE BENEFIT PLAN 2007 form 5500 responses |
|---|
| 2007-10-01 | Type of plan entity | Single employer plan |
| 2007-10-01 | Submission has been amended | No |
| 2007-10-01 | This submission is the final filing | No |
| 2007-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-10-01 | Plan is a collectively bargained plan | No |
| 2007-10-01 | Plan funding arrangement – Insurance | Yes |
| 2007-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: SUNSET FOOD MART WELFARE BENEFIT PLAN 2006 form 5500 responses |
|---|
| 2006-10-01 | Type of plan entity | Single employer plan |
| 2006-10-01 | Submission has been amended | No |
| 2006-10-01 | This submission is the final filing | No |
| 2006-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-10-01 | Plan is a collectively bargained plan | No |
| 2006-10-01 | Plan funding arrangement – Insurance | Yes |
| 2006-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2005: SUNSET FOOD MART WELFARE BENEFIT PLAN 2005 form 5500 responses |
|---|
| 2005-10-01 | Type of plan entity | Single employer plan |
| 2005-10-01 | Submission has been amended | No |
| 2005-10-01 | This submission is the final filing | No |
| 2005-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-10-01 | Plan is a collectively bargained plan | No |
| 2005-10-01 | Plan funding arrangement – Insurance | Yes |
| 2005-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2004: SUNSET FOOD MART WELFARE BENEFIT PLAN 2004 form 5500 responses |
|---|
| 2004-10-01 | Type of plan entity | Single employer plan |
| 2004-10-01 | Submission has been amended | No |
| 2004-10-01 | This submission is the final filing | No |
| 2004-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-10-01 | Plan is a collectively bargained plan | No |
| 2004-10-01 | Plan funding arrangement – Insurance | Yes |
| 2004-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2003: SUNSET FOOD MART WELFARE BENEFIT PLAN 2003 form 5500 responses |
|---|
| 2003-10-01 | Type of plan entity | Single employer plan |
| 2003-10-01 | Submission has been amended | No |
| 2003-10-01 | This submission is the final filing | No |
| 2003-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-10-01 | Plan is a collectively bargained plan | No |
| 2003-10-01 | Plan funding arrangement – Insurance | Yes |
| 2003-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2002: SUNSET FOOD MART WELFARE BENEFIT PLAN 2002 form 5500 responses |
|---|
| 2002-10-01 | Type of plan entity | Single employer plan |
| 2002-10-01 | Submission has been amended | No |
| 2002-10-01 | This submission is the final filing | No |
| 2002-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-10-01 | Plan is a collectively bargained plan | No |
| 2002-10-01 | Plan funding arrangement – Insurance | Yes |
| 2002-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2001: SUNSET FOOD MART WELFARE BENEFIT PLAN 2001 form 5500 responses |
|---|
| 2001-10-01 | Type of plan entity | Single employer plan |
| 2001-10-01 | Submission has been amended | No |
| 2001-10-01 | This submission is the final filing | No |
| 2001-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-10-01 | Plan is a collectively bargained plan | No |
| 2001-10-01 | Plan funding arrangement – Insurance | Yes |
| 2001-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2000: SUNSET FOOD MART WELFARE BENEFIT PLAN 2000 form 5500 responses |
|---|
| 2000-10-01 | Type of plan entity | Single employer plan |
| 2000-10-01 | Submission has been amended | No |
| 2000-10-01 | This submission is the final filing | No |
| 2000-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-10-01 | Plan is a collectively bargained plan | No |
| 2000-10-01 | Plan funding arrangement – Insurance | Yes |
| 2000-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1999: SUNSET FOOD MART WELFARE BENEFIT PLAN 1999 form 5500 responses |
|---|
| 1999-10-01 | Type of plan entity | Single employer plan |
| 1999-10-01 | Submission has been amended | No |
| 1999-10-01 | This submission is the final filing | No |
| 1999-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1999-10-01 | Plan is a collectively bargained plan | No |
| 1999-10-01 | Plan funding arrangement – Insurance | Yes |
| 1999-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1998: SUNSET FOOD MART WELFARE BENEFIT PLAN 1998 form 5500 responses |
|---|
| 1998-10-01 | Type of plan entity | Single employer plan |
| 1998-10-01 | Submission has been amended | No |
| 1998-10-01 | This submission is the final filing | No |
| 1998-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1998-10-01 | Plan is a collectively bargained plan | No |
| 1998-10-01 | Plan funding arrangement – Insurance | Yes |
| 1998-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1997: SUNSET FOOD MART WELFARE BENEFIT PLAN 1997 form 5500 responses |
|---|
| 1997-10-01 | Type of plan entity | Single employer plan |
| 1997-10-01 | Submission has been amended | No |
| 1997-10-01 | This submission is the final filing | No |
| 1997-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1997-10-01 | Plan is a collectively bargained plan | No |
| 1997-10-01 | Plan funding arrangement – Insurance | Yes |
| 1997-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1996: SUNSET FOOD MART WELFARE BENEFIT PLAN 1996 form 5500 responses |
|---|
| 1996-10-01 | Type of plan entity | Single employer plan |
| 1996-10-01 | Submission has been amended | No |
| 1996-10-01 | This submission is the final filing | No |
| 1996-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1996-10-01 | Plan is a collectively bargained plan | No |
| 1996-10-01 | Plan funding arrangement – Insurance | Yes |
| 1996-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1995: SUNSET FOOD MART WELFARE BENEFIT PLAN 1995 form 5500 responses |
|---|
| 1995-10-01 | Type of plan entity | Single employer plan |
| 1995-10-01 | Submission has been amended | No |
| 1995-10-01 | This submission is the final filing | No |
| 1995-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1995-10-01 | Plan is a collectively bargained plan | No |
| 1995-10-01 | Plan funding arrangement – Insurance | Yes |
| 1995-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1994: SUNSET FOOD MART WELFARE BENEFIT PLAN 1994 form 5500 responses |
|---|
| 1994-10-01 | Type of plan entity | Single employer plan |
| 1994-10-01 | Submission has been amended | No |
| 1994-10-01 | This submission is the final filing | No |
| 1994-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1994-10-01 | Plan is a collectively bargained plan | No |
| 1994-10-01 | Plan funding arrangement – Insurance | Yes |
| 1994-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1993: SUNSET FOOD MART WELFARE BENEFIT PLAN 1993 form 5500 responses |
|---|
| 1993-10-01 | Type of plan entity | Single employer plan |
| 1993-10-01 | Submission has been amended | No |
| 1993-10-01 | This submission is the final filing | No |
| 1993-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1993-10-01 | Plan is a collectively bargained plan | No |
| 1993-10-01 | Plan funding arrangement – Insurance | Yes |
| 1993-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1992: SUNSET FOOD MART WELFARE BENEFIT PLAN 1992 form 5500 responses |
|---|
| 1992-10-01 | Type of plan entity | Single employer plan |
| 1992-10-01 | First time form 5500 has been submitted | Yes |
| 1992-10-01 | Submission has been amended | No |
| 1992-10-01 | This submission is the final filing | No |
| 1992-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1992-10-01 | Plan is a collectively bargained plan | No |
| 1992-10-01 | Plan funding arrangement – Insurance | Yes |
| 1992-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1991: SUNSET FOOD MART WELFARE BENEFIT PLAN 1991 form 5500 responses |
|---|
| 1991-10-01 | Type of plan entity | Single employer plan |
| 1991-10-01 | Submission has been amended | No |
| 1991-10-01 | This submission is the final filing | No |
| 1991-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1991-10-01 | Plan is a collectively bargained plan | No |
| 1991-10-01 | Plan funding arrangement – Insurance | Yes |
| 1991-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1990: SUNSET FOOD MART WELFARE BENEFIT PLAN 1990 form 5500 responses |
|---|
| 1990-10-01 | Type of plan entity | Single employer plan |
| 1990-10-01 | Submission has been amended | No |
| 1990-10-01 | This submission is the final filing | No |
| 1990-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1990-10-01 | Plan is a collectively bargained plan | No |
| 1990-10-01 | Plan funding arrangement – Insurance | Yes |
| 1990-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1989: SUNSET FOOD MART WELFARE BENEFIT PLAN 1989 form 5500 responses |
|---|
| 1989-10-01 | Type of plan entity | Single employer plan |
| 1989-10-01 | Submission has been amended | No |
| 1989-10-01 | This submission is the final filing | No |
| 1989-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1989-10-01 | Plan is a collectively bargained plan | No |
| 1989-10-01 | Plan funding arrangement – Insurance | Yes |
| 1989-10-01 | Plan benefit arrangement – Insurance | Yes |
| 1988: SUNSET FOOD MART WELFARE BENEFIT PLAN 1988 form 5500 responses |
|---|
| 1988-10-01 | Type of plan entity | Single employer plan |
| 1988-10-01 | First time form 5500 has been submitted | Yes |
| 1988-10-01 | Submission has been amended | No |
| 1988-10-01 | This submission is the final filing | No |
| 1988-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1988-10-01 | Plan is a collectively bargained plan | No |
| 1988-10-01 | Plan funding arrangement – Insurance | Yes |
| 1988-10-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLUG0BMWS |
| Policy instance | 4 |
| Insurance contract or identification number | GLUG0BMWS | | Number of Individuals Covered | 309 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Total amount of commissions paid to insurance broker | USD $23,472 | | Total amount of fees paid to insurance company | USD $13,798 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $195,601 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,472 | | Amount paid for insurance broker fees | 13798 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 ) |
| Policy contract number | 176712HNO |
| Policy instance | 3 |
| Insurance contract or identification number | 176712HNO | | Number of Individuals Covered | 492 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $109,492 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,625,004 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 109492 | | Additional information about fees paid to insurance broker | DIRECT COMPENSATION | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 2 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 275 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $4,500 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $37,508 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,500 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 176712 |
| Policy instance | 1 |
| Insurance contract or identification number | 176712 | | Number of Individuals Covered | 571 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $29,606 | | Total amount of fees paid to insurance company | USD $2,581 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $318,074 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,606 | | Amount paid for insurance broker fees | 2581 | | Additional information about fees paid to insurance broker | DIRECT COMPENSATION, INDIRECT COMPENSATION | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 176712 |
| Policy instance | 1 |
| Insurance contract or identification number | 176712 | | Number of Individuals Covered | 602 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $25,964 | | Total amount of fees paid to insurance company | USD $6,258 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $290,187 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,964 | | Amount paid for insurance broker fees | 6258 | | Additional information about fees paid to insurance broker | 2021 PINNACLE DENTAL NEW BUSINESS INCENTIVE RISK, DIRECT COMPENSATION, INDIRECT COMPENSATION | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 2 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 342 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $4,529 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $37,759 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,529 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 ) |
| Policy contract number | 176712HNO |
| Policy instance | 3 |
| Insurance contract or identification number | 176712HNO | | Number of Individuals Covered | 544 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $104,528 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,746,832 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 104528 | | Additional information about fees paid to insurance broker | DIRECT COMPENSATION | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLUG0BMWS |
| Policy instance | 4 |
| Insurance contract or identification number | GLUG0BMWS | | Number of Individuals Covered | 304 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $20,845 | | Total amount of fees paid to insurance company | USD $16,015 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $173,709 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,845 | | Amount paid for insurance broker fees | 16015 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 206653 |
| Policy instance | 1 |
| Insurance contract or identification number | 206653 | | Number of Individuals Covered | 486 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $111,077 | | Total amount of fees paid to insurance company | USD $2,810 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,838,325 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $111,077 | | Amount paid for insurance broker fees | 2810 | | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05965654 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05965654 | | Number of Individuals Covered | 548 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $28,445 | | Total amount of fees paid to insurance company | USD $5,602 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $236,308 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,445 | | Amount paid for insurance broker fees | 5272 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION SUPPLEMENTAL COMPENSATION ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 3 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 278 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $4,007 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,365 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,007 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLUG0BMWS |
| Policy instance | 4 |
| Insurance contract or identification number | GLUG0BMWS | | Number of Individuals Covered | 334 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $22,199 | | Total amount of fees paid to insurance company | USD $622 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $184,988 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,199 | | Amount paid for insurance broker fees | 622 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 206653 |
| Policy instance | 1 |
| Insurance contract or identification number | 206653 | | Number of Individuals Covered | 530 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $106,347 | | Total amount of fees paid to insurance company | USD $2,761 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,722,102 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $106,347 | | Amount paid for insurance broker fees | 2761 | | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5965654 |
| Policy instance | 2 |
| Insurance contract or identification number | 5965654 | | Number of Individuals Covered | 576 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $25,034 | | Total amount of fees paid to insurance company | USD $2,649 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $228,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,245 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 3 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 282 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $3,262 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,460 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,262 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10236204 |
| Policy instance | 4 |
| Insurance contract or identification number | 10236204 | | Number of Individuals Covered | 349 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $19,785 | | Total amount of fees paid to insurance company | USD $11,787 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $164,879 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,785 | | Amount paid for insurance broker fees | 11787 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10236204 |
| Policy instance | 4 |
| Insurance contract or identification number | 10236204 | | Number of Individuals Covered | 366 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $22,102 | | Total amount of fees paid to insurance company | USD $10,136 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $184,180 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,102 | | Amount paid for insurance broker fees | 10136 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 3 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 275 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $3,271 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,051 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,271 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 1D035474 |
| Policy instance | 2 |
| Insurance contract or identification number | 1D035474 | | Number of Individuals Covered | 290 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $28,752 | | Total amount of fees paid to insurance company | USD $15,904 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $239,595 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,752 | | Amount paid for insurance broker fees | 15904 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 206653 |
| Policy instance | 1 |
| Insurance contract or identification number | 206653 | | Number of Individuals Covered | 527 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $105,982 | | Total amount of fees paid to insurance company | USD $5,433 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,590,888 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $105,982 | | Amount paid for insurance broker fees | 5433 | | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 4 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 283 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,207 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05995759 |
| Policy instance | 3 |
| Insurance contract or identification number | KM05995759 | | Number of Individuals Covered | 339 | | Insurance policy start date | 2016-12-01 | | Insurance policy end date | 2017-11-30 | | Total amount of commissions paid to insurance broker | USD $17,716 | | Total amount of fees paid to insurance company | USD $2,269 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $148,150 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,716 | | Amount paid for insurance broker fees | 2242 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 1D035474 |
| Policy instance | 2 |
| Insurance contract or identification number | 1D035474 | | Number of Individuals Covered | 300 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $29,622 | | Total amount of fees paid to insurance company | USD $24,697 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $246,846 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,622 | | Amount paid for insurance broker fees | 24697 | | Additional information about fees paid to insurance broker | CONSULTING FEES BROKER BONUS | | Insurance broker organization code? | 3 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 206659 B00437 |
| Policy instance | 1 |
| Insurance contract or identification number | 206659 B00437 | | Number of Individuals Covered | 546 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $103,548 | | Total amount of fees paid to insurance company | USD $6 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,631,050 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $103,548 | | Amount paid for insurance broker fees | 6 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 611789 |
| Policy instance | 3 |
| Insurance contract or identification number | 611789 | | Number of Individuals Covered | 387 | | Insurance policy start date | 2016-10-01 | | Insurance policy end date | 2017-09-30 | | Total amount of commissions paid to insurance broker | USD $114,718 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $661,616 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $114,718 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 2 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 358 | | Insurance policy start date | 2016-10-01 | | Insurance policy end date | 2017-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05995759 |
| Policy instance | 1 |
| Insurance contract or identification number | KM05995759 | | Number of Individuals Covered | 358 | | Insurance policy start date | 2015-12-01 | | Insurance policy end date | 2016-11-30 | | Total amount of commissions paid to insurance broker | USD $16,817 | | Total amount of fees paid to insurance company | USD $2,184 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $140,037 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,416 | | Amount paid for insurance broker fees | 1134 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 611789 |
| Policy instance | 3 |
| Insurance contract or identification number | 611789 | | Number of Individuals Covered | 416 | | Insurance policy start date | 2015-10-01 | | Insurance policy end date | 2016-09-30 | | Total amount of commissions paid to insurance broker | USD $125,057 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $861,647 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $100,603 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 2 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 360 | | Insurance policy start date | 2015-10-01 | | Insurance policy end date | 2016-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05995759 |
| Policy instance | 1 |
| Insurance contract or identification number | KM05995759 | | Number of Individuals Covered | 360 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $17,102 | | Total amount of fees paid to insurance company | USD $2,509 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $143,353 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,102 | | Amount paid for insurance broker fees | 2509 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05995759 |
| Policy instance | 1 |
| Insurance contract or identification number | KM05995759 | | Number of Individuals Covered | 375 | | Insurance policy start date | 2013-12-01 | | Insurance policy end date | 2014-11-30 | | Total amount of commissions paid to insurance broker | USD $15,805 | | Total amount of fees paid to insurance company | USD $2,842 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $131,558 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,805 | | Amount paid for insurance broker fees | 14 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
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| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 2 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 375 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 611789 |
| Policy instance | 3 |
| Insurance contract or identification number | 611789 | | Number of Individuals Covered | 423 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $129,567 | | Total amount of fees paid to insurance company | USD $14,000 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $884,057 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $104,942 | | Amount paid for insurance broker fees | 14000 | | Additional information about fees paid to insurance broker | INCENTIVE COMPENSATION | | Insurance broker organization code? | 3 |
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| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30042959 |
| Policy instance | 4 |
| Insurance contract or identification number | 30042959 | | Number of Individuals Covered | 368 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05995759 |
| Policy instance | 3 |
| Insurance contract or identification number | KM05995759 | | Number of Individuals Covered | 368 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | Total amount of commissions paid to insurance broker | USD $14,580 | | Total amount of fees paid to insurance company | USD $8,538 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $132,404 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,580 | | Amount paid for insurance broker fees | 8504 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05995104 |
| Policy instance | 2 |
| Insurance contract or identification number | KM05995104 | | Number of Individuals Covered | 656 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $25,806 | | Total amount of fees paid to insurance company | USD $5,235 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $260,543 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,806 | | Amount paid for insurance broker fees | 14 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
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| UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62111 ) |
| Policy contract number | 625896 |
| Policy instance | 1 |
| Insurance contract or identification number | 625896 | | Number of Individuals Covered | 368 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 730312 |
| Policy instance | 1 |
| Insurance contract or identification number | 730312 | | Number of Individuals Covered | 620 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $127,674 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,916,023 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $127,674 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05995104 |
| Policy instance | 2 |
| Insurance contract or identification number | KM05995104 | | Number of Individuals Covered | 626 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $21,400 | | Total amount of fees paid to insurance company | USD $15,048 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $233,483 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,550 | | Amount paid for insurance broker fees | 15014 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H53444 |
| Policy instance | 3 |
| Insurance contract or identification number | H53444 | | Number of Individuals Covered | 370 | | Insurance policy start date | 2011-12-01 | | Insurance policy end date | 2012-11-30 | | Total amount of commissions paid to insurance broker | USD $22,986 | | Total amount of fees paid to insurance company | USD $1,307 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $191,553 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,986 | | Amount paid for insurance broker fees | 1307 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | H53444 |
| Policy instance | 3 |
| Insurance contract or identification number | H53444 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2010-12-01 | | Insurance policy end date | 2011-11-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1013368 |
| Policy instance | 2 |
| Insurance contract or identification number | 1013368 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $22,025 | | Total amount of fees paid to insurance company | USD $366 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $220,069 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,025 | | Amount paid for insurance broker fees | 366 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
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| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 730312 |
| Policy instance | 1 |
| Insurance contract or identification number | 730312 | | Number of Individuals Covered | 636 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $104,432 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,787,034 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $104,432 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
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