Logo

MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 401k Plan overview

Plan NameMILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND
Plan identification number 501

MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD OF TRUSTEES OF MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND
Employer identification number (EIN):396076039
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01WILLIAM MCCLAREN2019-10-14
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01TOM GERGERICH
5012012-01-01TOM GERGERICH
5012011-01-01TOM GERGERICH
5012009-01-01ERIC ZAUN

Plan Statistics for MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND

401k plan membership statisitcs for MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND

Measure Date Value
2022: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-0162
Total number of active participants reported on line 7a of the Form 55002022-01-0156
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0162
Number of employers contributing to the scheme2022-01-0114
2021: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-0161
Total number of active participants reported on line 7a of the Form 55002021-01-0155
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0162
Number of employers contributing to the scheme2021-01-0113
2020: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-0171
Total number of active participants reported on line 7a of the Form 55002020-01-0149
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0161
Number of employers contributing to the scheme2020-01-0112
2019: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0176
Total number of active participants reported on line 7a of the Form 55002019-01-0160
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0171
Number of employers contributing to the scheme2019-01-010
2018: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0161
Total number of active participants reported on line 7a of the Form 55002018-01-0165
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0176
2017: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-0164
Total number of active participants reported on line 7a of the Form 55002017-01-0172
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0186
2016: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-0169
Total number of active participants reported on line 7a of the Form 55002016-01-0163
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0173
2015: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-0157
Total number of active participants reported on line 7a of the Form 55002015-01-0147
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0155
2014: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-0163
Total number of active participants reported on line 7a of the Form 55002014-01-0146
Number of retired or separated participants receiving benefits2014-01-0110
Total of all active and inactive participants2014-01-0156
2013: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-0163
Total number of active participants reported on line 7a of the Form 55002013-01-0147
Number of retired or separated participants receiving benefits2013-01-0115
Total of all active and inactive participants2013-01-0162
2012: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-0165
Total number of active participants reported on line 7a of the Form 55002012-01-0149
Number of retired or separated participants receiving benefits2012-01-0114
Total of all active and inactive participants2012-01-0163
2011: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-0165
Total number of active participants reported on line 7a of the Form 55002011-01-0156
Number of retired or separated participants receiving benefits2011-01-019
Total of all active and inactive participants2011-01-0165
2009: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0156
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-0113
Total of all active and inactive participants2009-01-0198
Number of employers contributing to the scheme2009-01-010

Financial Data on MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND

Measure Date Value
2022 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2022 401k financial data
Total plan liabilities at end of year2022-12-31$1,834
Total plan liabilities at beginning of year2022-12-31$1,587
Total income from all sources2022-12-31$1,176,190
Expenses. Total of all expenses incurred2022-12-31$563,265
Benefits paid (including direct rollovers)2022-12-31$531,547
Total plan assets at end of year2022-12-31$1,029,894
Total plan assets at beginning of year2022-12-31$416,722
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$164,030
Expenses. Other expenses not covered elsewhere2022-12-31$25,866
Net income (gross income less expenses)2022-12-31$612,925
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,028,060
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$415,135
Total contributions received or receivable from employer(s)2022-12-31$1,012,160
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,852
2021 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2021 401k financial data
Total plan liabilities at end of year2021-12-31$1,587
Total plan liabilities at beginning of year2021-12-31$1,520
Total income from all sources2021-12-31$693,559
Expenses. Total of all expenses incurred2021-12-31$584,305
Benefits paid (including direct rollovers)2021-12-31$545,381
Total plan assets at end of year2021-12-31$416,722
Total plan assets at beginning of year2021-12-31$307,401
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$200,437
Expenses. Other expenses not covered elsewhere2021-12-31$32,904
Net income (gross income less expenses)2021-12-31$109,254
Net plan assets at end of year (total assets less liabilities)2021-12-31$415,135
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$305,881
Total contributions received or receivable from employer(s)2021-12-31$493,122
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,020
2020 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,520
Total income from all sources2020-12-31$636,147
Expenses. Total of all expenses incurred2020-12-31$748,050
Benefits paid (including direct rollovers)2020-12-31$729,602
Total plan assets at end of year2020-12-31$307,401
Total plan assets at beginning of year2020-12-31$417,784
Value of fidelity bond covering the plan2020-12-31$2,000,000
Total contributions received or receivable from participants2020-12-31$240,732
Expenses. Other expenses not covered elsewhere2020-12-31$12,194
Other income received2020-12-31$139,490
Net income (gross income less expenses)2020-12-31$-111,903
Net plan assets at end of year (total assets less liabilities)2020-12-31$305,881
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$417,784
Total contributions received or receivable from employer(s)2020-12-31$255,925
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,254
2019 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2019 401k financial data
Total income from all sources2019-12-31$1,076,332
Expenses. Total of all expenses incurred2019-12-31$821,220
Benefits paid (including direct rollovers)2019-12-31$796,968
Total plan assets at end of year2019-12-31$417,784
Total plan assets at beginning of year2019-12-31$162,672
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$195,832
Expenses. Other expenses not covered elsewhere2019-12-31$15,637
Net income (gross income less expenses)2019-12-31$255,112
Net plan assets at end of year (total assets less liabilities)2019-12-31$417,784
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$162,672
Total contributions received or receivable from employer(s)2019-12-31$880,500
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,615
2018 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2018 401k financial data
Total income from all sources2018-12-31$897,680
Expenses. Total of all expenses incurred2018-12-31$829,871
Benefits paid (including direct rollovers)2018-12-31$783,555
Total plan assets at end of year2018-12-31$162,672
Total plan assets at beginning of year2018-12-31$94,863
Value of fidelity bond covering the plan2018-12-31$2,000,000
Total contributions received or receivable from participants2018-12-31$175,306
Expenses. Other expenses not covered elsewhere2018-12-31$35,701
Other income received2018-12-31$14
Net income (gross income less expenses)2018-12-31$67,809
Net plan assets at end of year (total assets less liabilities)2018-12-31$162,672
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$94,863
Total contributions received or receivable from employer(s)2018-12-31$722,360
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,615
2017 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2017 401k financial data
Total income from all sources2017-12-31$535,845
Expenses. Total of all expenses incurred2017-12-31$623,592
Benefits paid (including direct rollovers)2017-12-31$600,421
Total plan assets at end of year2017-12-31$94,863
Total plan assets at beginning of year2017-12-31$182,610
Value of fidelity bond covering the plan2017-12-31$2,000,000
Total contributions received or receivable from participants2017-12-31$36,520
Expenses. Other expenses not covered elsewhere2017-12-31$15,099
Other income received2017-12-31$12
Net income (gross income less expenses)2017-12-31$-87,747
Net plan assets at end of year (total assets less liabilities)2017-12-31$94,863
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$182,610
Total contributions received or receivable from employer(s)2017-12-31$499,313
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,072
2016 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2016 401k financial data
Total income from all sources2016-12-31$572,185
Expenses. Total of all expenses incurred2016-12-31$518,929
Benefits paid (including direct rollovers)2016-12-31$482,966
Total plan assets at end of year2016-12-31$182,610
Total plan assets at beginning of year2016-12-31$129,354
Value of fidelity bond covering the plan2016-12-31$2,000,000
Total contributions received or receivable from participants2016-12-31$34,475
Expenses. Other expenses not covered elsewhere2016-12-31$26,686
Other income received2016-12-31$11
Net income (gross income less expenses)2016-12-31$53,256
Net plan assets at end of year (total assets less liabilities)2016-12-31$182,610
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$129,354
Total contributions received or receivable from employer(s)2016-12-31$537,699
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,277
2015 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2015 401k financial data
Total income from all sources2015-12-31$469,172
Expenses. Total of all expenses incurred2015-12-31$554,671
Benefits paid (including direct rollovers)2015-12-31$523,085
Total plan assets at end of year2015-12-31$129,354
Total plan assets at beginning of year2015-12-31$214,853
Value of fidelity bond covering the plan2015-12-31$2,000,000
Total contributions received or receivable from participants2015-12-31$29,785
Expenses. Other expenses not covered elsewhere2015-12-31$22,604
Other income received2015-12-31$156
Net income (gross income less expenses)2015-12-31$-85,499
Net plan assets at end of year (total assets less liabilities)2015-12-31$129,354
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$214,853
Total contributions received or receivable from employer(s)2015-12-31$439,231
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,982
2014 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2014 401k financial data
Total income from all sources2014-12-31$577,021
Expenses. Total of all expenses incurred2014-12-31$560,334
Benefits paid (including direct rollovers)2014-12-31$533,112
Total plan assets at end of year2014-12-31$214,853
Total plan assets at beginning of year2014-12-31$198,166
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$36,762
Expenses. Other expenses not covered elsewhere2014-12-31$14,331
Other income received2014-12-31$83
Net income (gross income less expenses)2014-12-31$16,687
Net plan assets at end of year (total assets less liabilities)2014-12-31$214,853
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$198,166
Total contributions received or receivable from employer(s)2014-12-31$540,176
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$12,891
2013 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2013 401k financial data
Total income from all sources2013-12-31$621,845
Expenses. Total of all expenses incurred2013-12-31$683,787
Benefits paid (including direct rollovers)2013-12-31$660,114
Total plan assets at end of year2013-12-31$198,166
Total plan assets at beginning of year2013-12-31$260,108
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$131,397
Expenses. Other expenses not covered elsewhere2013-12-31$18,285
Other income received2013-12-31$122
Net income (gross income less expenses)2013-12-31$-61,942
Net plan assets at end of year (total assets less liabilities)2013-12-31$198,166
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$260,108
Total contributions received or receivable from employer(s)2013-12-31$490,326
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,388
2012 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2012 401k financial data
Total income from all sources2012-12-31$495,859
Expenses. Total of all expenses incurred2012-12-31$650,901
Benefits paid (including direct rollovers)2012-12-31$634,297
Total plan assets at end of year2012-12-31$260,108
Total plan assets at beginning of year2012-12-31$415,150
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$128,674
Expenses. Other expenses not covered elsewhere2012-12-31$5,133
Other income received2012-12-31$68
Net income (gross income less expenses)2012-12-31$-155,042
Net plan assets at end of year (total assets less liabilities)2012-12-31$260,108
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$415,150
Total contributions received or receivable from employer(s)2012-12-31$367,117
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11,471
2011 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2011 401k financial data
Total income from all sources2011-12-31$534,404
Expenses. Total of all expenses incurred2011-12-31$672,921
Benefits paid (including direct rollovers)2011-12-31$655,421
Total plan assets at end of year2011-12-31$415,150
Total plan assets at beginning of year2011-12-31$553,667
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$101,197
Other income received2011-12-31$1,334
Net income (gross income less expenses)2011-12-31$-138,517
Net plan assets at end of year (total assets less liabilities)2011-12-31$415,150
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$553,667
Total contributions received or receivable from employer(s)2011-12-31$431,873
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$17,500
2010 : MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$4,331
Total income from all sources2010-12-31$542,349
Expenses. Total of all expenses incurred2010-12-31$509,173
Benefits paid (including direct rollovers)2010-12-31$485,357
Total plan assets at end of year2010-12-31$553,667
Total plan assets at beginning of year2010-12-31$524,822
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$86,988
Other income received2010-12-31$581
Net income (gross income less expenses)2010-12-31$33,176
Net plan assets at end of year (total assets less liabilities)2010-12-31$553,667
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$520,491
Total contributions received or receivable from employer(s)2010-12-31$454,780
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$23,816

Form 5500 Responses for MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND

2022: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: MILWAUKEE THEATRICAL STAGE EMPLOYEES WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberE00067138204
Policy instance 4
Insurance contract or identification numberE00067138204
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number2380801522
Policy instance 3
Insurance contract or identification number2380801522
Number of Individuals Covered54
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,927
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $38,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,927
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
WYSSTA INSURANCE COMPANY INC. (National Association of Insurance Commissioners NAIC id number: 12352 )
Policy contract number42826
Policy instance 2
Insurance contract or identification number42826
Number of Individuals Covered41
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $330
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $330
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number01L2044
Policy instance 1
Insurance contract or identification number01L2044
Number of Individuals Covered75
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,381
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $479,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,130
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number23808 01522
Policy instance 1
Insurance contract or identification number23808 01522
Number of Individuals Covered48
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,663
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,663
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467645
Policy instance 2
Insurance contract or identification numberAE467645
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number01L2044
Policy instance 3
Insurance contract or identification number01L2044
Number of Individuals Covered70
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,563
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $495,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,563
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
WYSSTA INSURANCE COMPANY INC. (National Association of Insurance Commissioners NAIC id number: 12352 )
Policy contract number42826
Policy instance 4
Insurance contract or identification number42826
Number of Individuals Covered32
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $272
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $272
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number23808 01522
Policy instance 1
Insurance contract or identification number23808 01522
Number of Individuals Covered44
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,801
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $34,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,801
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100802H0000A
Policy instance 2
Insurance contract or identification numberMZ0100802H0000A
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,794
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $50,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,290
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerRETIREE INSURANCE COORDINATOR
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number01L2044
Policy instance 3
Insurance contract or identification number01L2044
Number of Individuals Covered73
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,999
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $671,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,999
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
CVS PHARMACY, INC. (National Association of Insurance Commissioners NAIC id number: 44611 )
Policy contract numberK40393953
Policy instance 4
Insurance contract or identification numberK40393953
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $350
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $28,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
Insurance broker organization code?3
WYSSTA INSURANCE COMPANY INC. (National Association of Insurance Commissioners NAIC id number: 12352 )
Policy contract number42826
Policy instance 5
Insurance contract or identification number42826
Number of Individuals Covered33
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $369
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $369
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE356159
Policy instance 1
Insurance contract or identification numberAE356159
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $25,832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $400
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number23808 01522
Policy instance 2
Insurance contract or identification number23808 01522
Number of Individuals Covered50
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,789
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $35,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,789
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100802H0000A
Policy instance 3
Insurance contract or identification numberMZ0100802H0000A
Number of Individuals Covered16
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,233
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $48,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,905
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerRETIREE INSURANCE COORDINATOR
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number648163
Policy instance 4
Insurance contract or identification number648163
Number of Individuals Covered42
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,539
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $643,122
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,539
Insurance broker organization code?3
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100802H0000A
Policy instance 3
Insurance contract or identification numberMZ0100802H0000A
Number of Individuals Covered16
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,743
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,255
Additional information about fees paid to insurance brokerRETIREE INSURANCE COORDINATOR
Insurance broker organization code?3
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number23808 01522
Policy instance 2
Insurance contract or identification number23808 01522
Number of Individuals Covered44
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,783
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,783
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE356159
Policy instance 1
Insurance contract or identification numberAE356159
Number of Individuals Covered16
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $350
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $25,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number648163
Policy instance 4
Insurance contract or identification number648163
Number of Individuals Covered92
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,058
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $656,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,058
Insurance broker organization code?3
Insurance broker nameJOHNSON INSURANCE SERVICES, LLC
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number23808 01522
Policy instance 3
Insurance contract or identification number23808 01522
Number of Individuals Covered43
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,394
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,394
Insurance broker organization code?3
Insurance broker nameJOHNSON INSURANCE SERVICES, LLC
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100802H0000A
Policy instance 2
Insurance contract or identification numberMZ0100802H0000A
Number of Individuals Covered14
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,284
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,940
Additional information about fees paid to insurance brokerRETIREE INSURANCE COORDINATOR
Insurance broker organization code?3
Insurance broker nameJOHNSON INSURANCE SERVICES, LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE356159
Policy instance 1
Insurance contract or identification numberAE356159
Number of Individuals Covered14
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $350
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $19,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
Insurance broker organization code?3
Insurance broker nameNATIONAL BENEFIT CONSULTANTS, INC.
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100802H0000A
Policy instance 2
Insurance contract or identification numberMZ0100802H0000A
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,233
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,905
Insurance broker nameJOHNSON INSURANCE SERVICES, LLC
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number23808 01522
Policy instance 3
Insurance contract or identification number23808 01522
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,149
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,149
Insurance broker nameJOHNSON INSURANCE SERVICES, LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number648163
Policy instance 4
Insurance contract or identification number648163
Number of Individuals Covered88
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,010
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $568,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,900
Insurance broker organization code?3
Insurance broker nameJOHNSON INSURANCE SERVICES, LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE356159
Policy instance 1
Insurance contract or identification numberAE356159
Number of Individuals Covered28
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $350
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $16,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
Insurance broker nameNATIONAL BENEFIT CONSULTANTS, INC.
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number626756
Policy instance 1
Insurance contract or identification number626756
Number of Individuals Covered48
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $28,656
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $536,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number22204-00406
Policy instance 2
Insurance contract or identification number22204-00406
Number of Individuals Covered31
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $1,609
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95397 )
Policy contract numberAE356159
Policy instance 3
Insurance contract or identification numberAE356159
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $275
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $10,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $275
Insurance broker organization code?3
Insurance broker nameNATIONAL BENEFIT CONSULTANTS, INC.
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number22204-00406
Policy instance 2
Insurance contract or identification number22204-00406
Number of Individuals Covered31
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $1,609
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,609
Insurance broker organization code?3
Insurance broker nameWILLIS OF WISCONSIN INC
HUMANA WISCONSIN HEALTH ORGANIZATION INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 95342 )
Policy contract number626756
Policy instance 1
Insurance contract or identification number626756
Number of Individuals Covered49
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,033
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $471,372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,033
Insurance broker organization code?3
Insurance broker nameWILLIS OF WISCONSIN INC
MONUMENTAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0100802H0000A
Policy instance 4
Insurance contract or identification numberMZ0100802H0000A
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,576
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,520
Insurance broker organization code?3
Insurance broker nameWILLIS OF WISCONSIN INC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1