HEKTOEN INSTITUTE LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY
401k plan membership statisitcs for HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY
Measure | Date | Value |
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2022: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2022 401k membership |
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Total participants, beginning-of-year | 2022-09-01 | 388 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 364 |
Number of retired or separated participants receiving benefits | 2022-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-09-01 | 0 |
Total of all active and inactive participants | 2022-09-01 | 364 |
2021: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2021 401k membership |
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Total participants, beginning-of-year | 2021-09-01 | 386 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 313 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 0 |
Total of all active and inactive participants | 2021-09-01 | 313 |
2020: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2020 401k membership |
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Total participants, beginning-of-year | 2020-09-01 | 621 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 453 |
Number of retired or separated participants receiving benefits | 2020-09-01 | 1 |
Total of all active and inactive participants | 2020-09-01 | 454 |
2019: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2019 401k membership |
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Total participants, beginning-of-year | 2019-09-01 | 573 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 621 |
Total of all active and inactive participants | 2019-09-01 | 621 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 0 |
2018: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2018 401k membership |
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Total participants, beginning-of-year | 2018-09-01 | 448 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 441 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 1 |
Total of all active and inactive participants | 2018-09-01 | 442 |
2017: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 115 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 1 |
Total of all active and inactive participants | 2017-09-01 | 116 |
2016: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 105 |
Total of all active and inactive participants | 2016-09-01 | 105 |
2015: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2015 401k membership |
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Total participants, beginning-of-year | 2015-09-01 | 483 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 463 |
Total of all active and inactive participants | 2015-09-01 | 463 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 0 |
2014: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2014 401k membership |
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Total participants, beginning-of-year | 2014-09-01 | 497 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 483 |
Total of all active and inactive participants | 2014-09-01 | 483 |
2013: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2013 401k membership |
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Total participants, beginning-of-year | 2013-09-01 | 695 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 681 |
Total of all active and inactive participants | 2013-09-01 | 681 |
2012: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2012 401k membership |
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Total participants, beginning-of-year | 2012-11-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 290 |
Total of all active and inactive participants | 2012-11-01 | 290 |
Total participants, beginning-of-year | 2012-09-01 | 695 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 695 |
Total of all active and inactive participants | 2012-09-01 | 695 |
Total participants, beginning-of-year | 2012-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 290 |
Total of all active and inactive participants | 2012-01-01 | 290 |
2011: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2011 401k membership |
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Total participants, beginning-of-year | 2011-09-01 | 688 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 688 |
Total of all active and inactive participants | 2011-09-01 | 688 |
Total participants, beginning-of-year | 2011-01-01 | 280 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 280 |
Total of all active and inactive participants | 2011-01-01 | 280 |
2010: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 0 |
2009: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2009 401k membership |
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Total participants, beginning-of-year | 2009-11-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 0 |
Total of all active and inactive participants | 2009-11-01 | 0 |
Total participants | 2009-11-01 | 0 |
Total participants, beginning-of-year | 2009-09-01 | 264 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 258 |
Total of all active and inactive participants | 2009-09-01 | 258 |
Total participants | 2009-09-01 | 0 |
2022: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2022 form 5500 responses |
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2022-09-01 | Type of plan entity | Single employer plan |
2022-09-01 | Submission has been amended | No |
2022-09-01 | This submission is the final filing | No |
2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-09-01 | Plan is a collectively bargained plan | No |
2022-09-01 | Plan funding arrangement – Insurance | Yes |
2022-09-01 | Plan benefit arrangement – Insurance | Yes |
2021: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2021 form 5500 responses |
---|
2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Submission has been amended | No |
2021-09-01 | This submission is the final filing | No |
2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-09-01 | Plan is a collectively bargained plan | No |
2021-09-01 | Plan funding arrangement – Insurance | Yes |
2021-09-01 | Plan benefit arrangement – Insurance | Yes |
2020: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2020 form 5500 responses |
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2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Submission has been amended | No |
2020-09-01 | This submission is the final filing | No |
2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-09-01 | Plan is a collectively bargained plan | No |
2020-09-01 | Plan funding arrangement – Insurance | Yes |
2020-09-01 | Plan benefit arrangement – Insurance | Yes |
2019: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2019 form 5500 responses |
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2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Submission has been amended | No |
2019-09-01 | This submission is the final filing | No |
2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-09-01 | Plan is a collectively bargained plan | No |
2019-09-01 | Plan funding arrangement – Insurance | Yes |
2019-09-01 | Plan benefit arrangement – Insurance | Yes |
2018: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2018 form 5500 responses |
---|
2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Submission has been amended | No |
2018-09-01 | This submission is the final filing | No |
2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-09-01 | Plan is a collectively bargained plan | No |
2018-09-01 | Plan funding arrangement – Insurance | Yes |
2018-09-01 | Plan benefit arrangement – Insurance | Yes |
2017: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2017 form 5500 responses |
---|
2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Submission has been amended | No |
2017-09-01 | This submission is the final filing | No |
2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-09-01 | Plan is a collectively bargained plan | No |
2017-09-01 | Plan funding arrangement – Insurance | Yes |
2017-09-01 | Plan benefit arrangement – Insurance | Yes |
2016: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2016 form 5500 responses |
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2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – Insurance | Yes |
2016-09-01 | Plan benefit arrangement – Insurance | Yes |
2015: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2015 form 5500 responses |
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2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | No |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-09-01 | Plan is a collectively bargained plan | No |
2015-09-01 | Plan funding arrangement – Insurance | Yes |
2015-09-01 | Plan benefit arrangement – Insurance | Yes |
2014: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2014 form 5500 responses |
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2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | No |
2014-09-01 | Plan funding arrangement – Insurance | Yes |
2014-09-01 | Plan benefit arrangement – Insurance | Yes |
2013: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2013 form 5500 responses |
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2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | No |
2013-09-01 | Plan funding arrangement – Insurance | Yes |
2013-09-01 | Plan benefit arrangement – Insurance | Yes |
2012: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2012 form 5500 responses |
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2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Insurance | Yes |
2012-11-01 | Plan benefit arrangement – Insurance | Yes |
2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | No |
2012-09-01 | Plan funding arrangement – Insurance | Yes |
2012-09-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2011 form 5500 responses |
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2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: HEKTOEN INSTITUTE LLC DENTAL, LIFE SHORT AND LONG TERM DISABILITY 2009 form 5500 responses |
---|
2009-11-01 | Type of plan entity | Single employer plan |
2009-11-01 | Submission has been amended | No |
2009-11-01 | This submission is the final filing | No |
2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-11-01 | Plan is a collectively bargained plan | No |
2009-11-01 | Plan funding arrangement – Insurance | Yes |
2009-11-01 | Plan benefit arrangement – Insurance | Yes |
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5985589 |
Policy instance | 4 |
Insurance contract or identification number | 5985589 | Number of Individuals Covered | 364 | Insurance policy start date | 2022-09-01 | Insurance policy end date | 2023-08-31 | Total amount of commissions paid to insurance broker | USD $59,281 | Total amount of fees paid to insurance company | USD $4,450 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $384,865 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $59,281 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | TPA ADMIN FEES | Insurance broker organization code? | 6 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0218177 |
Policy instance | 3 |
Insurance contract or identification number | 0218177 | Insurance policy start date | 2022-09-01 | Insurance policy end date | 2023-08-31 | Total amount of commissions paid to insurance broker | USD $1,146 | Total amount of fees paid to insurance company | USD $371 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,569 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $551 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0218176 |
Policy instance | 2 |
Insurance contract or identification number | 0218176 | Insurance policy start date | 2022-09-01 | Insurance policy end date | 2023-08-31 | Total amount of commissions paid to insurance broker | USD $1,588 | Total amount of fees paid to insurance company | USD $338 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,791 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $835 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Insurance policy start date | 2022-09-01 | Insurance policy end date | 2023-08-31 | Total amount of commissions paid to insurance broker | USD $1,563 | Total amount of fees paid to insurance company | USD $488 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,348 | Commission paid to Insurance Broker | USD $705 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Number of Individuals Covered | 313 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,057,103 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $55,058 | Amount paid for insurance broker fees | 2550 | 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 | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Number of Individuals Covered | 388 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $49,051 | Total amount of fees paid to insurance company | USD $17,780 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $49,051 | Amount paid for insurance broker fees | 13008 | Additional information about fees paid to insurance broker | ADMIN FEES | Insurance broker organization code? | 5 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0218176 |
Policy instance | 2 |
Insurance contract or identification number | 0218176 | Number of Individuals Covered | 53 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $1,612 | Total amount of fees paid to insurance company | USD $359 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,659 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $894 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BASE COMISSIONS | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0218177 |
Policy instance | 3 |
Insurance contract or identification number | 0218177 | Number of Individuals Covered | 25 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $2,956 | Total amount of fees paid to insurance company | USD $387 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,347 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,750 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BASE COMMISSIONS | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 0218175 |
Policy instance | 4 |
Insurance contract or identification number | 0218175 | Number of Individuals Covered | 22 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $779 | Total amount of fees paid to insurance company | USD $318 | Welfare Benefit Premiums Paid to Carrier | USD $4,380 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $383 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | BASE COMISSIONS | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Number of Individuals Covered | 453 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $52,980 | Total amount of fees paid to insurance company | USD $17,781 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $52,980 | Amount paid for insurance broker fees | 13942 | Additional information about fees paid to insurance broker | ADMIN FEES | Insurance broker organization code? | 5 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Number of Individuals Covered | 385 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $64,938 | Total amount of fees paid to insurance company | USD $1,733 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,640,580 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 4 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2016-09-01 | Insurance policy end date | 2017-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 3 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Insurance broker organization code? | 2 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 2 |
Insurance contract or identification number | P/H/B73958 | Number of Individuals Covered | 417 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $61,338 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,449,112 | Commission paid to Insurance Broker | USD $61,338 | Insurance broker organization code? | 2 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | 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 | Vision Insurance Welfare Benefit | Yes | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Number of Individuals Covered | 621 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $55,332 | Total amount of fees paid to insurance company | USD $18,203 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Commission paid to Insurance Broker | USD $55,332 | Amount paid for insurance broker fees | 14564 | Additional information about fees paid to insurance broker | ADMIN FEES | Insurance broker organization code? | 5 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Insurance broker organization code? | 2 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 2 |
Insurance contract or identification number | P/H/B73958 | Number of Individuals Covered | 442 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $67,104 | 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 $3,654,820 | Commission paid to Insurance Broker | USD $67,104 | Insurance broker organization code? | 2 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 3 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2016-09-01 | Insurance policy end date | 2017-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | 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 | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Number of Individuals Covered | 472 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $59,818 | Total amount of fees paid to insurance company | USD $17,931 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $359,537 | Commission paid to Insurance Broker | USD $1,450 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
Policy contract number | 30050637 |
Policy instance | 1 |
Insurance contract or identification number | 30050637 | Number of Individuals Covered | 115 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $663 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,963 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 3 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2016-09-01 | Insurance policy end date | 2017-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 2 |
Insurance contract or identification number | P/H/B73958 | Number of Individuals Covered | 448 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $72,611 | 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 $4,101,848 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $60,389 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $335,128 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $57,682 | Total amount of fees paid to insurance company | USD $3,506 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $352,177 | Commission paid to Insurance Broker | USD $17,127 | Amount paid for insurance broker fees | 3506 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | S WOLF & ASSOCIATES, INC |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 2 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $70,629 | 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 $3,877,550 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $56,749 | Total amount of fees paid to insurance company | USD $6,397 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $372,409 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
Policy contract number | 30050637 |
Policy instance | 1 |
Insurance contract or identification number | 30050637 | Number of Individuals Covered | 75 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $453 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,556 | Commission paid to Insurance Broker | USD $453 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | SHELTON ADVISORS, INC |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Number of Individuals Covered | 681 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $62,468 | Total amount of fees paid to insurance company | USD $4,543 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $362,624 | Commission paid to Insurance Broker | USD $14,459 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | SHELTON ADVISORS INC |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 2 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $70,727 | 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 $3,954,749 |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL137925 |
Policy instance | 1 |
Insurance contract or identification number | GL137925 | Number of Individuals Covered | 326 | Insurance policy start date | 2012-11-01 | Insurance policy end date | 2013-10-31 | Total amount of commissions paid to insurance broker | USD $9,968 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $181,993 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,968 | Insurance broker organization code? | 3 | Insurance broker name | FIRST NONPROFIT INSURANCE AGENCY |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 2 |
Insurance contract or identification number | P/H/B73958 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $70,700 | 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 $3,938,909 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Number of Individuals Covered | 695 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $25,551 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $198,154 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,724 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | BENEFIT SERVICES PLUS INC |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL137925 |
Policy instance | 1 |
Insurance contract or identification number | GL137925 | Number of Individuals Covered | 290 | Insurance policy start date | 2011-11-01 | Insurance policy end date | 2012-10-31 | Total amount of commissions paid to insurance broker | USD $10,590 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $222,051 | Commission paid to Insurance Broker | USD $10,590 | Insurance broker organization code? | 3 | Insurance broker name | FIRST NONPROFIT INSURANCE AGENCY |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TS05985589 |
Policy instance | 1 |
Insurance contract or identification number | TS05985589 | Number of Individuals Covered | 688 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $23,712 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $198,154 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00400208 |
Policy instance | 1 |
Insurance contract or identification number | 00400208 | Number of Individuals Covered | 280 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $6,592 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $131,831 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | P/H/B73958 |
Policy instance | 1 |
Insurance contract or identification number | P/H/B73958 | Number of Individuals Covered | 555 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $64,859 | Total amount of fees paid to insurance company | USD $2,008 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,597,634 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00400208 |
Policy instance | 1 |
Insurance contract or identification number | 00400208 | Number of Individuals Covered | 275 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $9,068 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $181,363 | Commission paid to Insurance Broker | USD $9,068 | Insurance broker organization code? | 3 | Insurance broker name | FIRST NONPROFIT INSURANCE AGENCY |
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