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HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 401k Plan overview

Plan NameHELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN
Plan identification number 501

HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

HELICOPTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HELICOPTERS, INC.
Employer identification number (EIN):431252563
NAIC Classification:481000
NAIC Description: Air Transportation

Additional information about HELICOPTERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-03-21
Company Identification Number: P03000032742
Legal Registered Office Address: 520 CROWNE LOOP

ORMOND BEACH

32174

More information about HELICOPTERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-06-01JACK DONNELLY2022-11-29
5012020-06-01
5012019-06-01
5012018-06-01
5012017-06-01JEFFREY LIEBER JEFFREY LIEBER2018-10-18
5012016-06-01JEFFREY LIEBER JEFFREY LIEBER2017-10-24
5012015-06-01JEFFREY LIEBER JEFFREY LIEBER2016-11-10
5012014-06-01JEFFREY LIEBER JEFFREY LIEBER2015-11-18
5012013-06-01JEFFREY LIEBER JEFFREY LIEBER2014-12-03
5012012-06-01JEFFREY LIEBER JEFFREY LIEBER2014-12-03
5012011-06-01JEFFREY LIEBER JEFFREY LIEBER2014-12-03
5012009-06-01JEFFREY LIEBER JEFFREY LIEBER2014-12-03
5012008-06-01JEFFREY LIEBER JEFFREY LIEBER2014-12-03
5012007-06-01JEFFREY LIEBER JEFFREY LIEBER2014-12-03
5012006-06-01JEFFREY LIEBER JEFFREY LIEBER2014-12-03

Plan Statistics for HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN

401k plan membership statisitcs for HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN

Measure Date Value
2021: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01140
Total number of active participants reported on line 7a of the Form 55002021-06-01142
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-01142
Number of employers contributing to the scheme2021-06-010
2020: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01147
Total number of active participants reported on line 7a of the Form 55002020-06-01143
Total of all active and inactive participants2020-06-01143
2019: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01148
Total number of active participants reported on line 7a of the Form 55002019-06-01147
Total of all active and inactive participants2019-06-01147
2018: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01145
Total number of active participants reported on line 7a of the Form 55002018-06-01148
Total of all active and inactive participants2018-06-01148
2017: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01143
Total number of active participants reported on line 7a of the Form 55002017-06-01145
Total of all active and inactive participants2017-06-01145
2016: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01135
Total number of active participants reported on line 7a of the Form 55002016-06-01143
Total of all active and inactive participants2016-06-01143
Total participants2016-06-01143
2015: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01135
Total number of active participants reported on line 7a of the Form 55002015-06-01135
Total of all active and inactive participants2015-06-01135
Total participants2015-06-01135
2014: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01133
Total number of active participants reported on line 7a of the Form 55002014-06-01135
Total of all active and inactive participants2014-06-01135
2013: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01130
Total number of active participants reported on line 7a of the Form 55002013-06-01133
Total of all active and inactive participants2013-06-01133
2012: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01130
Total number of active participants reported on line 7a of the Form 55002012-06-01130
Total of all active and inactive participants2012-06-01130
2011: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01119
Total number of active participants reported on line 7a of the Form 55002011-06-01130
Total of all active and inactive participants2011-06-01130
2009: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01132
Total number of active participants reported on line 7a of the Form 55002009-06-01123
Total of all active and inactive participants2009-06-01123
2008: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2008 401k membership
Total participants, beginning-of-year2008-06-01134
Total number of active participants reported on line 7a of the Form 55002008-06-01132
Total of all active and inactive participants2008-06-01132
2007: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2007 401k membership
Total participants, beginning-of-year2007-06-01100
Total number of active participants reported on line 7a of the Form 55002007-06-01134
Total of all active and inactive participants2007-06-01134
2006: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2006 401k membership
Total participants, beginning-of-year2006-06-0197
Total number of active participants reported on line 7a of the Form 55002006-06-01100
Total of all active and inactive participants2006-06-01100

Form 5500 Responses for HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN

2021: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – InsuranceYes
2020: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – General assets of the sponsorYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – General assets of the sponsorYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – General assets of the sponsorYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – General assets of the sponsorYes
2011-06-01Plan benefit arrangement – InsuranceYes
2009: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – General assets of the sponsorYes
2009-06-01Plan benefit arrangement – InsuranceYes
2008: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2008 form 5500 responses
2008-06-01Type of plan entitySingle employer plan
2008-06-01Plan funding arrangement – InsuranceYes
2008-06-01Plan funding arrangement – General assets of the sponsorYes
2008-06-01Plan benefit arrangement – InsuranceYes
2007: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2007 form 5500 responses
2007-06-01Type of plan entitySingle employer plan
2007-06-01Plan funding arrangement – InsuranceYes
2007-06-01Plan funding arrangement – General assets of the sponsorYes
2007-06-01Plan benefit arrangement – InsuranceYes
2006: HELICOPTERS, INC. LIFE INSURANCE AND AD&D PLAN 2006 form 5500 responses
2006-06-01Type of plan entitySingle employer plan
2006-06-01First time form 5500 has been submittedYes
2006-06-01Plan funding arrangement – InsuranceYes
2006-06-01Plan funding arrangement – General assets of the sponsorYes
2006-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number891664G
Policy instance 1
Insurance contract or identification number891664G
Number of Individuals Covered142
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $1,355
Total amount of fees paid to insurance companyUSD $755
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $27,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,355
Amount paid for insurance broker fees755
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number891664G
Policy instance 1
Insurance contract or identification number891664G
Number of Individuals Covered143
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $1,223
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $24,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,223
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered147
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $4,098
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $29,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,380
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered148
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $3,926
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $29,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,466
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered145
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $3,917
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $55,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,361
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES LLC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered135
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $3,289
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $51,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,967
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered135
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $3,214
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $44,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,547
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered133
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $2,210
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $41,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,210
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered130
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $1,850
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $37,379
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,850
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered130
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $632
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $18,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered119
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $910
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $18,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered123
Insurance policy start date2009-06-01
Insurance policy end date2010-05-31
Total amount of commissions paid to insurance brokerUSD $990
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $19,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $508
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered132
Insurance policy start date2008-06-01
Insurance policy end date2009-05-31
Total amount of commissions paid to insurance brokerUSD $559
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $20,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $507
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered134
Insurance policy start date2007-06-01
Insurance policy end date2008-05-31
Total amount of commissions paid to insurance brokerUSD $554
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $15,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $384
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number03271
Policy instance 1
Insurance contract or identification number03271
Number of Individuals Covered100
Insurance policy start date2006-06-01
Insurance policy end date2007-05-31
Total amount of commissions paid to insurance brokerUSD $526
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $13,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $329
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameCORPORATE BENEFIT STRATEGIES LLC

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