ACCESSABILITY, INC. has sponsored the creation of one or more 401k plans.
Additional information about ACCESSABILITY, INC.
Submission information for form 5500 for 401k plan ACCESSABILITY, INC. HEALTH & WELFARE PLAN
401k plan membership statisitcs for ACCESSABILITY, INC. HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2020: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 35 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| 2019: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 35 |
| Total of all active and inactive participants | 2019-01-01 | 35 |
| Total participants | 2019-01-01 | 35 |
| Number of participants with account balances | 2019-01-01 | 0 |
| 2018: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 32 |
| Total of all active and inactive participants | 2018-01-01 | 32 |
| Total participants | 2018-01-01 | 32 |
| 2017: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 29 |
| Total of all active and inactive participants | 2017-01-01 | 29 |
| Total participants | 2017-01-01 | 29 |
| 2016: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 30 |
| Total of all active and inactive participants | 2016-01-01 | 30 |
| Total participants | 2016-01-01 | 30 |
| 2015: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
| Total of all active and inactive participants | 2015-01-01 | 27 |
| Total participants | 2015-01-01 | 0 |
| 2014: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 26 |
| Total of all active and inactive participants | 2014-01-01 | 26 |
| Total participants | 2014-01-01 | 0 |
| 2013: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
| Total of all active and inactive participants | 2013-01-01 | 26 |
| Total participants | 2013-01-01 | 0 |
| 2012: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
| Total of all active and inactive participants | 2012-01-01 | 24 |
| Total participants | 2012-01-01 | 0 |
| 2011: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 22 |
| Total of all active and inactive participants | 2011-01-01 | 22 |
| Total participants | 2011-01-01 | 22 |
| 2010: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 31 |
| Total of all active and inactive participants | 2010-01-01 | 31 |
| Total participants | 2010-01-01 | 31 |
| 2009: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 55 |
| Total of all active and inactive participants | 2009-01-01 | 55 |
| Total participants | 2009-01-01 | 55 |
| Measure | Date | Value |
|---|
| 2020 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $1,826 |
| Total plan liabilities at beginning of year | 2020-12-31 | $8,901 |
| Total income from all sources | 2020-12-31 | $11,750 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $16,374 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $13,237 |
| Total plan assets at end of year | 2020-12-31 | $1,826 |
| Total plan assets at beginning of year | 2020-12-31 | $13,525 |
| Value of fidelity bond covering the plan | 2020-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $914 |
| Other income received | 2020-12-31 | $15 |
| Net income (gross income less expenses) | 2020-12-31 | $-4,624 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,624 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $11,735 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,223 |
| 2019 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $8,901 |
| Total plan liabilities at beginning of year | 2019-12-31 | $5,817 |
| Total income from all sources | 2019-12-31 | $510 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $27,816 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $21,364 |
| Total plan assets at end of year | 2019-12-31 | $13,525 |
| Total plan assets at beginning of year | 2019-12-31 | $37,747 |
| Value of fidelity bond covering the plan | 2019-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,900 |
| Other income received | 2019-12-31 | $510 |
| Net income (gross income less expenses) | 2019-12-31 | $-27,306 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $31,930 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,552 |
| 2018 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $5,817 |
| Total income from all sources | 2018-12-31 | $861 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $32,239 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $24,440 |
| Total plan assets at end of year | 2018-12-31 | $37,747 |
| Total plan assets at beginning of year | 2018-12-31 | $63,308 |
| Value of fidelity bond covering the plan | 2018-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,226 |
| Other income received | 2018-12-31 | $861 |
| Net income (gross income less expenses) | 2018-12-31 | $-31,378 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $31,930 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $63,308 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,573 |
| 2017 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $276 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $29,904 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $23,817 |
| Total plan assets at end of year | 2017-12-31 | $63,308 |
| Total plan assets at beginning of year | 2017-12-31 | $92,936 |
| Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,000 |
| Other income received | 2017-12-31 | $276 |
| Net income (gross income less expenses) | 2017-12-31 | $-29,628 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $63,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $92,936 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,087 |
| 2016 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $62 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $40,250 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $31,989 |
| Total plan assets at end of year | 2016-12-31 | $92,936 |
| Total plan assets at beginning of year | 2016-12-31 | $133,124 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,800 |
| Other income received | 2016-12-31 | $62 |
| Net income (gross income less expenses) | 2016-12-31 | $-40,188 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $92,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $133,124 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,461 |
| 2015 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $7 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $38,000 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $31,705 |
| Total plan assets at end of year | 2015-12-31 | $133,124 |
| Total plan assets at beginning of year | 2015-12-31 | $171,117 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,016 |
| Other income received | 2015-12-31 | $7 |
| Net income (gross income less expenses) | 2015-12-31 | $-37,993 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $133,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $171,117 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,279 |
| 2014 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $8,640 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $34,749 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $27,117 |
| Total plan assets at end of year | 2014-12-31 | $171,117 |
| Total plan assets at beginning of year | 2014-12-31 | $197,226 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,383 |
| Net income (gross income less expenses) | 2014-12-31 | $-26,109 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $171,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $197,226 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $8,640 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,249 |
| 2013 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $33,033 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $11,672 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,331 |
| Total plan assets at end of year | 2013-12-31 | $197,226 |
| Total plan assets at beginning of year | 2013-12-31 | $175,865 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $492 |
| Net income (gross income less expenses) | 2013-12-31 | $21,361 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $197,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $175,865 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $33,033 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,849 |
| 2012 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $33,423 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $12,744 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,809 |
| Total plan assets at end of year | 2012-12-31 | $175,865 |
| Total plan assets at beginning of year | 2012-12-31 | $155,186 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $385 |
| Net income (gross income less expenses) | 2012-12-31 | $20,679 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $175,865 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $155,186 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $33,423 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,550 |
| 2011 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $34,131 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,357 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,513 |
| Total plan assets at end of year | 2011-12-31 | $155,186 |
| Total plan assets at beginning of year | 2011-12-31 | $134,412 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $279 |
| Net income (gross income less expenses) | 2011-12-31 | $20,774 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $155,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $134,412 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $34,131 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,565 |
| 2010 : ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $57,888 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $35,063 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $12,636 |
| Total plan assets at end of year | 2010-12-31 | $134,412 |
| Total plan assets at beginning of year | 2010-12-31 | $111,587 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $523 |
| Net income (gross income less expenses) | 2010-12-31 | $22,825 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $134,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $111,587 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $57,888 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $21,904 |
| 2020: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ACCESSABILITY, INC. HEALTH & WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TCA0074F |
| Policy instance | 1 |
| Insurance contract or identification number | TCA0074F | | Number of Individuals Covered | 14 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,893 | | Welfare Benefit Premiums Paid to Carrier | USD $17,518 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,893 | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TCA0074F |
| Policy instance | 1 |
| Insurance contract or identification number | TCA0074F | | Number of Individuals Covered | 35 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,491 | | Welfare Benefit Premiums Paid to Carrier | USD $27,269 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,491 | | Insurance broker organization code? | 3 |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TCA0074F |
| Policy instance | 1 |
| Insurance contract or identification number | TCA0074F | | Number of Individuals Covered | 32 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,635 | | Welfare Benefit Premiums Paid to Carrier | USD $16,004 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,635 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 11848000 |
| Policy instance | 1 |
| Insurance contract or identification number | 11848000 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-02-28 | | Total amount of commissions paid to insurance broker | USD $561 | | Welfare Benefit Premiums Paid to Carrier | USD $3,738 | | 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 | | Insurance broker name | GEORGE J. LEHMANN, III |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TRUSTIL |
| Policy instance | 2 |
| Insurance contract or identification number | TRUSTIL | | Number of Individuals Covered | 25 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,997 | | Welfare Benefit Premiums Paid to Carrier | USD $11,745 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,997 | | Insurance broker organization code? | 3 | | Insurance broker name | THE BOON INSURANCE AGENCY |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 11848000 |
| Policy instance | 1 |
| Insurance contract or identification number | 11848000 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,125 | | Welfare Benefit Premiums Paid to Carrier | USD $25,679 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,125 | | Insurance broker organization code? | 3 | | Insurance broker name | INSURED BENEFIT PLANS, INC. |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 11848000 |
| Policy instance | 1 |
| Insurance contract or identification number | 11848000 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,672 | | Welfare Benefit Premiums Paid to Carrier | USD $23,360 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,672 | | Insurance broker organization code? | 3 | | Insurance broker name | MR. GEORGE LEHMANN III |
|
