THE ELKIN COMPANY, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE
401k plan membership statisitcs for THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE
Measure | Date | Value |
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2022: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2022 401k membership |
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Total participants, beginning-of-year | 2022-06-01 | 636 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 690 |
Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
Total of all active and inactive participants | 2022-06-01 | 690 |
2021: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2021 401k membership |
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Total participants, beginning-of-year | 2021-06-01 | 638 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 636 |
Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
Total of all active and inactive participants | 2021-06-01 | 636 |
2020: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2020 401k membership |
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Total participants, beginning-of-year | 2020-06-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 638 |
Total of all active and inactive participants | 2020-06-01 | 638 |
Total participants | 2020-06-01 | 638 |
2019: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2019 401k membership |
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Total participants, beginning-of-year | 2019-06-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 171 |
Total of all active and inactive participants | 2019-06-01 | 171 |
Total participants | 2019-06-01 | 171 |
2018: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2018 401k membership |
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Total participants, beginning-of-year | 2018-06-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 164 |
Total of all active and inactive participants | 2018-06-01 | 164 |
Total participants | 2018-06-01 | 164 |
2017: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2017 401k membership |
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Total participants, beginning-of-year | 2017-06-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 157 |
Total of all active and inactive participants | 2017-06-01 | 157 |
Total participants | 2017-06-01 | 157 |
2016: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2016 401k membership |
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Total participants, beginning-of-year | 2016-06-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 147 |
Total of all active and inactive participants | 2016-06-01 | 147 |
Total participants | 2016-06-01 | 147 |
2015: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2015 401k membership |
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Total participants, beginning-of-year | 2015-06-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 155 |
Total of all active and inactive participants | 2015-06-01 | 155 |
Total participants | 2015-06-01 | 0 |
2014: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2014 401k membership |
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Total participants, beginning-of-year | 2014-06-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 134 |
Total of all active and inactive participants | 2014-06-01 | 134 |
Total participants | 2014-06-01 | 0 |
2013: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2013 401k membership |
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Total participants, beginning-of-year | 2013-06-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 145 |
Total of all active and inactive participants | 2013-06-01 | 145 |
Total participants | 2013-06-01 | 0 |
2012: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2012 401k membership |
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Total participants, beginning-of-year | 2012-06-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 125 |
Total of all active and inactive participants | 2012-06-01 | 125 |
Total participants | 2012-06-01 | 0 |
2011: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2011 401k membership |
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Total participants, beginning-of-year | 2011-06-01 | 107 |
Total of all active and inactive participants | 2011-06-01 | 0 |
Total participants | 2011-06-01 | 0 |
2010: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2010 401k membership |
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Total participants, beginning-of-year | 2010-06-01 | 174 |
Total of all active and inactive participants | 2010-06-01 | 0 |
Total participants | 2010-06-01 | 0 |
2009: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2009 401k membership |
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Total participants, beginning-of-year | 2009-06-01 | 174 |
Total of all active and inactive participants | 2009-06-01 | 0 |
Total participants | 2009-06-01 | 0 |
Measure | Date | Value |
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2023 : THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2023 401k financial data |
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Total income from all sources (including contributions) | 2023-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
Was this plan covered by a fidelity bond | 2023-05-31 | No |
If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
Did the plan have assets held for investment | 2023-05-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
2022 : THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-05-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
Was this plan covered by a fidelity bond | 2022-05-31 | No |
If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
Did the plan have assets held for investment | 2022-05-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
2022: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2022 form 5500 responses |
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2022-06-01 | Type of plan entity | Single employer plan |
2022-06-01 | Plan funding arrangement – Insurance | Yes |
2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-06-01 | Plan benefit arrangement – Insurance | Yes |
2022-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2021 form 5500 responses |
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2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | Plan funding arrangement – Insurance | Yes |
2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-06-01 | Plan benefit arrangement – Insurance | Yes |
2021-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2020 form 5500 responses |
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2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Plan funding arrangement – Insurance | Yes |
2020-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-06-01 | Plan benefit arrangement – Insurance | Yes |
2020-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2019 form 5500 responses |
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2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Plan funding arrangement – Insurance | Yes |
2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-06-01 | Plan benefit arrangement – Insurance | Yes |
2019-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2018 form 5500 responses |
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2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Plan funding arrangement – Insurance | Yes |
2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-06-01 | Plan benefit arrangement – Insurance | Yes |
2018-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2017 form 5500 responses |
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2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Plan funding arrangement – Insurance | Yes |
2017-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-06-01 | Plan benefit arrangement – Insurance | Yes |
2017-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2016 form 5500 responses |
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2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Plan funding arrangement – Insurance | Yes |
2016-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-06-01 | Plan benefit arrangement – Insurance | Yes |
2016-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2015 form 5500 responses |
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2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Plan funding arrangement – Insurance | Yes |
2015-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-06-01 | Plan benefit arrangement – Insurance | Yes |
2015-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2014 form 5500 responses |
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2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Plan funding arrangement – Insurance | Yes |
2014-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-06-01 | Plan benefit arrangement – Insurance | Yes |
2014-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2013 form 5500 responses |
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2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Plan funding arrangement – Insurance | Yes |
2013-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-06-01 | Plan benefit arrangement – Insurance | Yes |
2013-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2012 form 5500 responses |
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2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Plan funding arrangement – Insurance | Yes |
2012-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-06-01 | Plan benefit arrangement – Insurance | Yes |
2012-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2011 form 5500 responses |
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2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Plan funding arrangement – Insurance | Yes |
2011-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-06-01 | Plan benefit arrangement – Insurance | Yes |
2011-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2010: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2010 form 5500 responses |
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2010-06-01 | Type of plan entity | Single employer plan |
2010-06-01 | Plan funding arrangement – Insurance | Yes |
2010-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2010-06-01 | Plan benefit arrangement – Insurance | Yes |
2010-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2009 form 5500 responses |
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2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Plan funding arrangement – Insurance | Yes |
2009-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-06-01 | Plan benefit arrangement – Insurance | Yes |
2009-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | 417007411251 |
Policy instance | 4 |
Insurance contract or identification number | 417007411251 | Number of Individuals Covered | 123 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-08-01 | Total amount of commissions paid to insurance broker | USD $79,883 | Welfare Benefit Premiums Paid to Carrier | USD $716,261 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $79,883 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000400259862 |
Policy instance | 3 |
Insurance contract or identification number | 000400259862 | Number of Individuals Covered | 87 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $561 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,740 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $561 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010253691 |
Policy instance | 2 |
Insurance contract or identification number | 000010253691 | Number of Individuals Covered | 690 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $1,627 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,848 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,627 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010253689 |
Policy instance | 1 |
Insurance contract or identification number | 000010253689 | Number of Individuals Covered | 56 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $1,014 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,760 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,014 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010253689 |
Policy instance | 1 |
Insurance contract or identification number | 000010253689 | Number of Individuals Covered | 54 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,056 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,373 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,056 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010253691 |
Policy instance | 2 |
Insurance contract or identification number | 000010253691 | Number of Individuals Covered | 635 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,619 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $30,793 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,619 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000400259862 |
Policy instance | 3 |
Insurance contract or identification number | 000400259862 | Number of Individuals Covered | 78 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,074 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,158 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,074 | Insurance broker organization code? | 3 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | 417007411251 |
Policy instance | 4 |
Insurance contract or identification number | 417007411251 | Number of Individuals Covered | 132 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-08-01 | Total amount of commissions paid to insurance broker | USD $82,641 | Welfare Benefit Premiums Paid to Carrier | USD $758,927 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $82,641 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010253689 |
Policy instance | 3 |
Insurance contract or identification number | 000010253689 | Number of Individuals Covered | 58 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $3,344 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,294 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,344 | Additional information about fees paid to insurance broker | LTD | Insurance broker organization code? | 3 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | 417007411251 |
Policy instance | 2 |
Insurance contract or identification number | 417007411251 | Number of Individuals Covered | 154 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-08-01 | Total amount of commissions paid to insurance broker | USD $89,615 | Health Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $744,994 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $89,615 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010253691 |
Policy instance | 1 |
Insurance contract or identification number | 000010253691 | Number of Individuals Covered | 638 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $4,462 | Are there contracts with allocated funds for individual policies? | 1 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $29,750 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,462 | Additional information about fees paid to insurance broker | LIFE | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 417006411251 |
Policy instance | 2 |
Insurance contract or identification number | 417006411251 | Number of Individuals Covered | 148 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $87,144 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $640,522 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $87,144 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010253691 |
Policy instance | 1 |
Insurance contract or identification number | 000010253691 | Number of Individuals Covered | 171 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $1,778 | Are there contracts with allocated funds for individual policies? | 1 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,858 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,778 | Insurance broker organization code? | 3 |
|
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
Policy contract number | MP0000786694 |
Policy instance | 1 |
Insurance contract or identification number | MP0000786694 | Number of Individuals Covered | 164 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $3,913 | Are there contracts with allocated funds for individual policies? | 1 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,091 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,913 | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 417006411251 |
Policy instance | 2 |
Insurance contract or identification number | 417006411251 | Number of Individuals Covered | 143 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $80,653 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $533,267 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $80,653 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 417006411251 |
Policy instance | 2 |
Insurance contract or identification number | 417006411251 | Number of Individuals Covered | 140 | Insurance policy start date | 2016-08-01 | Insurance policy end date | 2017-07-31 | Total amount of commissions paid to insurance broker | USD $77,538 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $458,541 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $77,538 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker organization code? | 3 | Insurance broker name | ASSOCIATED AGENCIES INC |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | F018537 |
Policy instance | 1 |
Insurance contract or identification number | F018537 | Number of Individuals Covered | 157 | Insurance policy start date | 2016-09-01 | Insurance policy end date | 2017-08-31 | Total amount of commissions paid to insurance broker | USD $7,888 | Total amount of fees paid to insurance company | USD $3,155 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $52,587 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,888 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3155 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker name | GIS BENEFITS INC |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | F018537 |
Policy instance | 1 |
Insurance contract or identification number | F018537 | Number of Individuals Covered | 155 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $8,257 | Total amount of fees paid to insurance company | USD $3,303 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $55,046 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,257 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3303 | Insurance broker name | GIS BENEFITS INC |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 417003411251 |
Policy instance | 2 |
Insurance contract or identification number | 417003411251 | Number of Individuals Covered | 140 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $83,148 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $481,213 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $83,148 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker name | ASSOCIATED AGENCIES INC |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | F018537 |
Policy instance | 1 |
Insurance contract or identification number | F018537 | Number of Individuals Covered | 134 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $7,816 | Total amount of fees paid to insurance company | USD $3,126 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $51,769 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,816 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3126 | Insurance broker name | GIS BENEFITS INC |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 417003411251 |
Policy instance | 2 |
Insurance contract or identification number | 417003411251 | Number of Individuals Covered | 136 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $68,801 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $437,596 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $68,801 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker name | ASSOCIATED AGENCIES INC |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | F018537 |
Policy instance | 1 |
Insurance contract or identification number | F018537 | Number of Individuals Covered | 145 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $7,526 | Total amount of fees paid to insurance company | USD $5,099 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $50,170 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,526 | Amount paid for insurance broker fees | 2305 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | GROUP INSURANCE SERVICES, INC |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 417003411251 |
Policy instance | 2 |
Insurance contract or identification number | 417003411251 | Number of Individuals Covered | 130 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $64,979 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $372,311 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $64,979 | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | Insurance broker name | ASSOCIATED AGENCIES INC |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | P94156 |
Policy instance | 2 |
Insurance contract or identification number | P94156 | Number of Individuals Covered | 125 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $9,345 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $53,858 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,345 | Insurance broker organization code? | 3 | Insurance broker name | ASSOCIATED AGENCIES INC |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 220024 |
Policy instance | 1 |
Insurance contract or identification number | 220024 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $58,467 | Total amount of fees paid to insurance company | USD $389,783 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $389,783 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $58,467 | Amount paid for insurance broker fees | 389783 | Additional information about fees paid to insurance broker | GROSS PREMIUM COLLECTED | Insurance broker organization code? | 3 | Insurance broker name | ASSOCIATED AGENCIES INC |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | P94156 |
Policy instance | 2 |
Insurance contract or identification number | P94156 | Number of Individuals Covered | 97 | Insurance policy start date | 2008-12-01 | Insurance policy end date | 2009-11-30 | Total amount of commissions paid to insurance broker | USD $4,321 | Total amount of fees paid to insurance company | USD $447 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,693 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 50109001801 |
Policy instance | 1 |
Insurance contract or identification number | 50109001801 | Number of Individuals Covered | 97 | Insurance policy start date | 2009-08-01 | Insurance policy end date | 2010-07-31 | Total amount of commissions paid to insurance broker | USD $63,362 | Total amount of fees paid to insurance company | USD $422,410 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $422,410 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | 50109001801 |
Policy instance | 1 |
Insurance contract or identification number | 50109001801 | Number of Individuals Covered | 107 | Insurance policy start date | 2009-08-01 | Insurance policy end date | 2010-07-31 | Total amount of commissions paid to insurance broker | USD $65,876 | Total amount of fees paid to insurance company | USD $439,174 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $439,174 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | P94156 |
Policy instance | 2 |
Insurance contract or identification number | P94156 | Number of Individuals Covered | 101 | Insurance policy start date | 2008-12-01 | Insurance policy end date | 2009-11-30 | Total amount of commissions paid to insurance broker | USD $5,589 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,468 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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