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PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 401k Plan overview

Plan NamePAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN
Plan identification number 501

PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

PAT MILLIKEN FORD, INC. has sponsored the creation of one or more 401k plans.

Company Name:PAT MILLIKEN FORD, INC.
Employer identification number (EIN):381611966
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01BRYAN L. VAN DOORNIK2023-08-17 BRIAN P. GODFREY2023-08-17
5012021-03-01BRYAN L. VAN DOORNIK2022-07-15 BRIAN P. GODFREY2022-07-15
5012020-03-01BRYAN L. VAN DOORNIK
5012019-03-01BRYAN L. VAN DOORNIK2020-08-19 BRIAN P. GODFREY2020-08-19
5012018-03-01BRYAN L. VAN DOORNIK2019-09-17 BRIAN P. GODFREY
5012017-03-01
5012016-03-01
5012015-03-01
5012014-03-01
5012013-03-01
5012012-03-01BRYAN L. VAN DOORNIK
5012011-03-01BRYAN L. VAN DOORNIK
5012010-03-01BRYAN L. VAN DOORNIK
5012009-03-01BRYAN L. VAN DOORNIK BRUCE E. GODFREY2010-09-30

Plan Statistics for PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN

401k plan membership statisitcs for PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN

Measure Date Value
2022: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-01126
Total number of active participants reported on line 7a of the Form 55002022-03-01133
Total of all active and inactive participants2022-03-01133
2021: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-01133
Total number of active participants reported on line 7a of the Form 55002021-03-01126
Total of all active and inactive participants2021-03-01126
2020: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-01131
Total number of active participants reported on line 7a of the Form 55002020-03-01133
Total of all active and inactive participants2020-03-01133
2019: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01131
Total number of active participants reported on line 7a of the Form 55002019-03-01131
Total of all active and inactive participants2019-03-01131
2018: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01125
Total number of active participants reported on line 7a of the Form 55002018-03-01131
Total of all active and inactive participants2018-03-01131
2017: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01119
Total number of active participants reported on line 7a of the Form 55002017-03-01125
Total of all active and inactive participants2017-03-01125
2016: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01136
Total number of active participants reported on line 7a of the Form 55002016-03-01119
Total of all active and inactive participants2016-03-01119
2015: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01133
Total number of active participants reported on line 7a of the Form 55002015-03-01136
Total of all active and inactive participants2015-03-01136
2014: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01117
Total number of active participants reported on line 7a of the Form 55002014-03-01133
Total of all active and inactive participants2014-03-01133
2013: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01115
Total number of active participants reported on line 7a of the Form 55002013-03-01117
Total of all active and inactive participants2013-03-01117
2012: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01109
Total number of active participants reported on line 7a of the Form 55002012-03-01115
Total of all active and inactive participants2012-03-01115
2011: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01105
Total number of active participants reported on line 7a of the Form 55002011-03-01107
Number of retired or separated participants receiving benefits2011-03-012
Total of all active and inactive participants2011-03-01109
2010: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01109
Total number of active participants reported on line 7a of the Form 55002010-03-01102
Number of retired or separated participants receiving benefits2010-03-013
Total of all active and inactive participants2010-03-01105
2009: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01100
Total number of active participants reported on line 7a of the Form 55002009-03-01106
Number of retired or separated participants receiving benefits2009-03-013
Total of all active and inactive participants2009-03-01109

Form 5500 Responses for PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN

2022: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – General assets of the sponsorYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – General assets of the sponsorYes
2021: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – General assets of the sponsorYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – General assets of the sponsorYes
2020: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – General assets of the sponsorYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – General assets of the sponsorYes
2019: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-03-01Plan funding arrangement – General assets of the sponsorYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – General assets of the sponsorYes
2018: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – General assets of the sponsorYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – General assets of the sponsorYes
2017: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – General assets of the sponsorYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – General assets of the sponsorYes
2016: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – General assets of the sponsorYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – General assets of the sponsorYes
2015: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – General assets of the sponsorYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – General assets of the sponsorYes
2014: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – General assets of the sponsorYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – General assets of the sponsorYes
2013: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – General assets of the sponsorYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – General assets of the sponsorYes
2012: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – General assets of the sponsorYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – General assets of the sponsorYes
2011: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – General assets of the sponsorYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – General assets of the sponsorYes
2010: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Plan funding arrangement – General assets of the sponsorYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – General assets of the sponsorYes
2009: PAT MILLIKEN FORD FLEXIBLE BENEFIT PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01This submission is the final filingNo
2009-03-01Plan funding arrangement – General assets of the sponsorYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number302450
Policy instance 9
Insurance contract or identification number302450
Number of Individuals Covered54
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $3,466
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOL LONG TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $17,332
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,466
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number150802
Policy instance 1
Insurance contract or identification number150802
Number of Individuals Covered199
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $24,669
Total amount of fees paid to insurance companyUSD $605
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,669
Insurance broker organization code?3
Amount paid for insurance broker fees605
Additional information about fees paid to insurance brokerINCENTIVE PAYMENTS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074230
Policy instance 2
Insurance contract or identification number1074230
Number of Individuals Covered237
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $4,284
Total amount of fees paid to insurance companyUSD $2,631
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,284
Amount paid for insurance broker fees2631
Additional information about fees paid to insurance brokerBONUS PAYMENTS
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number157410
Policy instance 3
Insurance contract or identification number157410
Number of Individuals Covered133
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $5,261
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, DEPENDENT LIFE, SUPPL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $46,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,261
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number165505
Policy instance 4
Insurance contract or identification number165505
Number of Individuals Covered133
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $6,409
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,409
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number128654
Policy instance 5
Insurance contract or identification number128654
Number of Individuals Covered14
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $1,206
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,206
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number800861
Policy instance 6
Insurance contract or identification number800861
Number of Individuals Covered104
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $5,720
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOL CRIT ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $22,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,720
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number825922
Policy instance 7
Insurance contract or identification number825922
Number of Individuals Covered54
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $3,745
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOL GROUP ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $14,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,745
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number150802
Policy instance 8
Insurance contract or identification number150802
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,059
Total amount of fees paid to insurance companyUSD $15
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,059
Insurance broker organization code?3
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerINCENTIVE PAYMENTS
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number150802
Policy instance 1
Insurance contract or identification number150802
Number of Individuals Covered3
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $1,215
Total amount of fees paid to insurance companyUSD $2
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,215
Insurance broker organization code?3
Amount paid for insurance broker fees2
Additional information about fees paid to insurance brokerAGENT FEES
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number150802
Policy instance 2
Insurance contract or identification number150802
Number of Individuals Covered186
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $26,287
Total amount of fees paid to insurance companyUSD $321
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,287
Insurance broker organization code?3
Amount paid for insurance broker fees321
Additional information about fees paid to insurance brokerAGENT FEES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074230
Policy instance 3
Insurance contract or identification number1074230
Number of Individuals Covered235
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $4,190
Total amount of fees paid to insurance companyUSD $1,781
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $74,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,190
Amount paid for insurance broker fees1781
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number157410
Policy instance 4
Insurance contract or identification number157410
Number of Individuals Covered126
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $5,252
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, DEPENDENT LIFE, SUPPL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $46,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,252
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number165505
Policy instance 5
Insurance contract or identification number165505
Number of Individuals Covered126
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $6,225
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,225
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number128654
Policy instance 6
Insurance contract or identification number128654
Number of Individuals Covered14
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $1,112
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,112
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number800861
Policy instance 7
Insurance contract or identification number800861
Number of Individuals Covered102
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $5,685
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOL CRIT ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $22,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,685
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number825922
Policy instance 8
Insurance contract or identification number825922
Number of Individuals Covered57
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $3,816
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOL GROUP ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $15,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,816
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074230
Policy instance 3
Insurance contract or identification number1074230
Number of Individuals Covered235
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $4,379
Total amount of fees paid to insurance companyUSD $4,501
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $84,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,379
Amount paid for insurance broker fees4501
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number157410
Policy instance 4
Insurance contract or identification number157410
Number of Individuals Covered133
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $5,041
Total amount of fees paid to insurance companyUSD $1,348
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, DEPENDENT LIFE, SUPPL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $44,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,041
Amount paid for insurance broker fees1348
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number165505
Policy instance 5
Insurance contract or identification number165505
Number of Individuals Covered133
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $6,217
Total amount of fees paid to insurance companyUSD $1,579
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,217
Amount paid for insurance broker fees1579
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number128654
Policy instance 6
Insurance contract or identification number128654
Number of Individuals Covered13
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $1,069
Total amount of fees paid to insurance companyUSD $79
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,069
Amount paid for insurance broker fees79
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number302450
Policy instance 7
Insurance contract or identification number302450
Number of Individuals Covered61
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $3,635
Total amount of fees paid to insurance companyUSD $252
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,635
Amount paid for insurance broker fees252
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number825922
Policy instance 9
Insurance contract or identification number825922
Number of Individuals Covered65
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $4,152
Total amount of fees paid to insurance companyUSD $208
Other welfare benefits providedVOL GROUP ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $16,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,152
Amount paid for insurance broker fees208
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number150802
Policy instance 2
Insurance contract or identification number150802
Number of Individuals Covered187
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $21,921
Total amount of fees paid to insurance companyUSD $735
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,921
Insurance broker organization code?3
Amount paid for insurance broker fees735
Additional information about fees paid to insurance brokerAGENT FEES
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number150802
Policy instance 1
Insurance contract or identification number150802
Number of Individuals Covered1
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $298
Total amount of fees paid to insurance companyUSD $4
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $298
Insurance broker organization code?3
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerAGENT FEES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number800861
Policy instance 8
Insurance contract or identification number800861
Number of Individuals Covered117
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $6,455
Total amount of fees paid to insurance companyUSD $566
Other welfare benefits providedVOL CRIT ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $25,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,455
Amount paid for insurance broker fees566
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number150802
Policy instance 1
Insurance contract or identification number150802
Number of Individuals Covered27
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $386
Total amount of fees paid to insurance companyUSD $11
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $386
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number150802
Policy instance 2
Insurance contract or identification number150802
Number of Individuals Covered198
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $26,811
Total amount of fees paid to insurance companyUSD $723
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,811
Amount paid for insurance broker fees723
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074230
Policy instance 3
Insurance contract or identification number1074230
Number of Individuals Covered234
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $3,389
Total amount of fees paid to insurance companyUSD $1,440
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,389
Insurance broker organization code?3
Amount paid for insurance broker fees1440
Additional information about fees paid to insurance brokerAGENT FEES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number157410
Policy instance 4
Insurance contract or identification number157410
Number of Individuals Covered131
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $5,103
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, DEPENDENT LIFE, SUPPL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $45,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,103
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number165505
Policy instance 5
Insurance contract or identification number165505
Number of Individuals Covered131
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $6,056
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,056
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number128654
Policy instance 6
Insurance contract or identification number128654
Number of Individuals Covered12
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $1,048
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,048
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number302450
Policy instance 7
Insurance contract or identification number302450
Number of Individuals Covered52
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $3,377
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,377
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number800861
Policy instance 8
Insurance contract or identification number800861
Number of Individuals Covered89
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $4,821
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOL CRIT ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $19,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,821
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number825922
Policy instance 9
Insurance contract or identification number825922
Number of Individuals Covered56
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $3,465
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOL GROUP ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $13,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,465
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number150802
Policy instance 1
Insurance contract or identification number150802
Number of Individuals Covered23
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $1,264
Total amount of fees paid to insurance companyUSD $16
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,039
Amount paid for insurance broker fees16
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number150802
Policy instance 2
Insurance contract or identification number150802
Number of Individuals Covered199
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $29,618
Total amount of fees paid to insurance companyUSD $993
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,690
Amount paid for insurance broker fees993
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074230
Policy instance 3
Insurance contract or identification number1074230
Number of Individuals Covered221
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $3,057
Total amount of fees paid to insurance companyUSD $1,051
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,058
Amount paid for insurance broker fees1051
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number157410
Policy instance 4
Insurance contract or identification number157410
Number of Individuals Covered125
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $4,299
Total amount of fees paid to insurance companyUSD $1,152
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, DEPENDENT LIFE, SUPPL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $42,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,145
Amount paid for insurance broker fees1152
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number165505
Policy instance 5
Insurance contract or identification number165505
Number of Individuals Covered125
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $5,454
Total amount of fees paid to insurance companyUSD $1,694
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,866
Amount paid for insurance broker fees1694
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number128654
Policy instance 6
Insurance contract or identification number128654
Number of Individuals Covered15
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $927
Total amount of fees paid to insurance companyUSD $187
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $575
Amount paid for insurance broker fees187
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number302450
Policy instance 7
Insurance contract or identification number302450
Number of Individuals Covered55
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $2,758
Total amount of fees paid to insurance companyUSD $523
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,680
Amount paid for insurance broker fees523
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number800861
Policy instance 8
Insurance contract or identification number800861
Number of Individuals Covered90
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $3,777
Total amount of fees paid to insurance companyUSD $393
Other welfare benefits providedVOL CRIT ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $17,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,334
Amount paid for insurance broker fees393
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number825922
Policy instance 9
Insurance contract or identification number825922
Number of Individuals Covered57
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $3,065
Total amount of fees paid to insurance companyUSD $393
Other welfare benefits providedVOL GROUP ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $14,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,880
Amount paid for insurance broker fees393
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number165505
Policy instance 5
Insurance contract or identification number165505
Number of Individuals Covered158
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $3,707
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,707
Insurance broker organization code?3
Insurance broker nameCORPORATE BENEFIT SOLUTIONS LLC
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number157410
Policy instance 4
Insurance contract or identification number157410
Number of Individuals Covered123
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $2,432
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, DEPENDENT LIFE, SUPPL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $34,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,432
Insurance broker organization code?3
Insurance broker nameCORPORATE BENEFIT SOLUTIONS LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1074230
Policy instance 3
Insurance contract or identification number1074230
Number of Individuals Covered211
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $2,936
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,936
Insurance broker organization code?3
Insurance broker nameCORPORATE BENEFIT SOLUTIONS LLC
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number150802
Policy instance 2
Insurance contract or identification number150802
Number of Individuals Covered194
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $29,177
Total amount of fees paid to insurance companyUSD $1,405
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,324
Amount paid for insurance broker fees1405
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
Insurance broker nameACTION BENEFITS COMPANY
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number150802
Policy instance 1
Insurance contract or identification number150802
Number of Individuals Covered29
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $1,492
Total amount of fees paid to insurance companyUSD $69
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,195
Amount paid for insurance broker fees69
Additional information about fees paid to insurance brokerAGENT FEES
Insurance broker organization code?3
Insurance broker nameACTION BENEFITS COMPANY

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