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ARENDS HOGAN WALKER, LLC 401k Plan overview

Plan NameARENDS HOGAN WALKER, LLC
Plan identification number 503

ARENDS HOGAN WALKER, LLC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

ARENDS HOGAN WALKER, LLC has sponsored the creation of one or more 401k plans.

Company Name:ARENDS HOGAN WALKER, LLC
Employer identification number (EIN):454236151
NAIC Classification:453990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARENDS HOGAN WALKER, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-07-01
5032021-07-01
5032020-07-01
5032019-07-01
5032018-07-01
5032017-07-01SEAN HOGAN SEAN HOGAN2018-11-28

Plan Statistics for ARENDS HOGAN WALKER, LLC

401k plan membership statisitcs for ARENDS HOGAN WALKER, LLC

Measure Date Value
2022: ARENDS HOGAN WALKER, LLC 2022 401k membership
Total participants, beginning-of-year2022-07-01500
Total number of active participants reported on line 7a of the Form 55002022-07-01462
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01462
2021: ARENDS HOGAN WALKER, LLC 2021 401k membership
Total participants, beginning-of-year2021-07-01408
Total number of active participants reported on line 7a of the Form 55002021-07-01500
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01500
2020: ARENDS HOGAN WALKER, LLC 2020 401k membership
Total participants, beginning-of-year2020-07-01401
Total number of active participants reported on line 7a of the Form 55002020-07-01408
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01408
2019: ARENDS HOGAN WALKER, LLC 2019 401k membership
Total participants, beginning-of-year2019-07-01398
Total number of active participants reported on line 7a of the Form 55002019-07-01401
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01401
2018: ARENDS HOGAN WALKER, LLC 2018 401k membership
Total participants, beginning-of-year2018-07-01389
Total number of active participants reported on line 7a of the Form 55002018-07-01398
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01398
2017: ARENDS HOGAN WALKER, LLC 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-01389
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01389

Form 5500 Responses for ARENDS HOGAN WALKER, LLC

2022: ARENDS HOGAN WALKER, LLC 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: ARENDS HOGAN WALKER, LLC 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: ARENDS HOGAN WALKER, LLC 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: ARENDS HOGAN WALKER, LLC 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: ARENDS HOGAN WALKER, LLC 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: ARENDS HOGAN WALKER, LLC 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01First time form 5500 has been submittedYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B6V6
Policy instance 7
Insurance contract or identification numberG000B6V6
Number of Individuals Covered132
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $6,777
Welfare Benefit Premiums Paid to CarrierUSD $33,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,777
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUC 0B6V6
Policy instance 1
Insurance contract or identification numberGUC 0B6V6
Number of Individuals Covered316
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $57,222
Welfare Benefit Premiums Paid to CarrierUSD $190,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,222
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG 0B6V6
Policy instance 2
Insurance contract or identification numberGUG 0B6V6
Number of Individuals Covered4
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $374
Welfare Benefit Premiums Paid to CarrierUSD $1,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $374
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B6V6
Policy instance 3
Insurance contract or identification numberGLUG0B6V6
Number of Individuals Covered452
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $4,291
Welfare Benefit Premiums Paid to CarrierUSD $21,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,291
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUD 0B6V6
Policy instance 4
Insurance contract or identification numberGUD 0B6V6
Number of Individuals Covered462
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Welfare Benefit Premiums Paid to CarrierUSD $103,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 5
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered234
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $22,240
Welfare Benefit Premiums Paid to CarrierUSD $111,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,240
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 6
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered117
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $5,204
Welfare Benefit Premiums Paid to CarrierUSD $26,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,204
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUC 0B6V6
Policy instance 1
Insurance contract or identification numberGUC 0B6V6
Number of Individuals Covered305
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $54,445
Total amount of fees paid to insurance companyUSD $5,137
Welfare Benefit Premiums Paid to CarrierUSD $181,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,445
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees5137
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG 0B6V6
Policy instance 2
Insurance contract or identification numberGUG 0B6V6
Number of Individuals Covered4
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $421
Total amount of fees paid to insurance companyUSD $69
Welfare Benefit Premiums Paid to CarrierUSD $2,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $421
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees69
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B6V6
Policy instance 3
Insurance contract or identification numberGLUG0B6V6
Number of Individuals Covered500
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,730
Total amount of fees paid to insurance companyUSD $537
Welfare Benefit Premiums Paid to CarrierUSD $18,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,730
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees537
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUD 0B6V6
Policy instance 4
Insurance contract or identification numberGUD 0B6V6
Number of Individuals Covered500
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Welfare Benefit Premiums Paid to CarrierUSD $72,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 5
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered240
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $19,704
Total amount of fees paid to insurance companyUSD $2,933
Welfare Benefit Premiums Paid to CarrierUSD $98,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,704
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees2933
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 6
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered100
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $4,110
Total amount of fees paid to insurance companyUSD $576
Welfare Benefit Premiums Paid to CarrierUSD $20,552
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,110
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees576
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B6V6
Policy instance 7
Insurance contract or identification numberG000B6V6
Number of Individuals Covered104
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $4,941
Total amount of fees paid to insurance companyUSD $693
Welfare Benefit Premiums Paid to CarrierUSD $24,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,941
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees693
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000B6V6
Policy instance 7
Insurance contract or identification numberG000B6V6
Number of Individuals Covered81
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $4,242
Total amount of fees paid to insurance companyUSD $196
Welfare Benefit Premiums Paid to CarrierUSD $21,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,242
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees196
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 6
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered78
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $3,563
Total amount of fees paid to insurance companyUSD $184
Welfare Benefit Premiums Paid to CarrierUSD $17,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,563
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees184
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 5
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered224
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $20,317
Total amount of fees paid to insurance companyUSD $2,012
Welfare Benefit Premiums Paid to CarrierUSD $101,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,317
Insurance broker organization code?3
Amount paid for insurance broker fees2012
Additional information about fees paid to insurance brokerOTHER COMPENSATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUD 0B6V6
Policy instance 4
Insurance contract or identification numberGUD 0B6V6
Number of Individuals Covered408
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Welfare Benefit Premiums Paid to CarrierUSD $62,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B6V6
Policy instance 3
Insurance contract or identification numberGLUG0B6V6
Number of Individuals Covered408
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $3,508
Total amount of fees paid to insurance companyUSD $343
Welfare Benefit Premiums Paid to CarrierUSD $17,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,508
Insurance broker organization code?3
Amount paid for insurance broker fees343
Additional information about fees paid to insurance brokerOTHER COMPENSATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG 0B6V6
Policy instance 2
Insurance contract or identification numberGUG 0B6V6
Number of Individuals Covered5
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $468
Total amount of fees paid to insurance companyUSD $47
Welfare Benefit Premiums Paid to CarrierUSD $2,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $468
Insurance broker organization code?3
Amount paid for insurance broker fees47
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUC 0B6V6
Policy instance 1
Insurance contract or identification numberGUC 0B6V6
Number of Individuals Covered277
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $48,862
Total amount of fees paid to insurance companyUSD $3,207
Welfare Benefit Premiums Paid to CarrierUSD $162,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,862
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Amount paid for insurance broker fees3207
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUC 0B6V6
Policy instance 1
Insurance contract or identification numberGUC 0B6V6
Number of Individuals Covered278
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $48,253
Total amount of fees paid to insurance companyUSD $7,475
Welfare Benefit Premiums Paid to CarrierUSD $160,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,253
Amount paid for insurance broker fees7475
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG 0B6V6
Policy instance 2
Insurance contract or identification numberGUG 0B6V6
Number of Individuals Covered5
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $468
Total amount of fees paid to insurance companyUSD $125
Welfare Benefit Premiums Paid to CarrierUSD $2,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $468
Amount paid for insurance broker fees125
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B6V6
Policy instance 3
Insurance contract or identification numberGLUG0B6V6
Number of Individuals Covered401
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $3,435
Total amount of fees paid to insurance companyUSD $850
Welfare Benefit Premiums Paid to CarrierUSD $17,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,435
Amount paid for insurance broker fees850
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUD 0B6V6
Policy instance 4
Insurance contract or identification numberGUD 0B6V6
Number of Individuals Covered401
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Welfare Benefit Premiums Paid to CarrierUSD $60,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 5
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered219
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $19,451
Total amount of fees paid to insurance companyUSD $4,792
Welfare Benefit Premiums Paid to CarrierUSD $97,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,451
Amount paid for insurance broker fees4792
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUC 0B6V6
Policy instance 1
Insurance contract or identification numberGUC 0B6V6
Number of Individuals Covered269
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $43,234
Total amount of fees paid to insurance companyUSD $6,793
Welfare Benefit Premiums Paid to CarrierUSD $144,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,234
Amount paid for insurance broker fees6793
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG 0B6V6
Policy instance 2
Insurance contract or identification numberGUG 0B6V6
Number of Individuals Covered6
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $562
Total amount of fees paid to insurance companyUSD $133
Welfare Benefit Premiums Paid to CarrierUSD $2,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $562
Amount paid for insurance broker fees133
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B6V6
Policy instance 3
Insurance contract or identification numberGLUG0B6V6
Number of Individuals Covered398
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,462
Total amount of fees paid to insurance companyUSD $768
Welfare Benefit Premiums Paid to CarrierUSD $17,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,462
Amount paid for insurance broker fees768
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUD 0B6V6
Policy instance 4
Insurance contract or identification numberGUD 0B6V6
Number of Individuals Covered398
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Welfare Benefit Premiums Paid to CarrierUSD $55,539
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 5
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered228
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $19,436
Total amount of fees paid to insurance companyUSD $4,459
Welfare Benefit Premiums Paid to CarrierUSD $97,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,436
Amount paid for insurance broker fees4459
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG 0B6V6
Policy instance 2
Insurance contract or identification numberGUG 0B6V6
Number of Individuals Covered6
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $562
Welfare Benefit Premiums Paid to CarrierUSD $2,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $281
Insurance broker organization code?3
Insurance broker nameBPA TROXELL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B6V6
Policy instance 3
Insurance contract or identification numberGLUG0B6V6
Number of Individuals Covered389
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $3,024
Total amount of fees paid to insurance companyUSD $172
Welfare Benefit Premiums Paid to CarrierUSD $15,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,520
Amount paid for insurance broker fees172
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameBPA TROXELL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUD 0B6V6
Policy instance 4
Insurance contract or identification numberGUD 0B6V6
Number of Individuals Covered383
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of fees paid to insurance companyUSD $638
Welfare Benefit Premiums Paid to CarrierUSD $55,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees638
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameBENEFIT PLANNING ASSOCIATES INC.
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0B6V6
Policy instance 5
Insurance contract or identification numberGVTL0B6V6
Number of Individuals Covered227
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $18,392
Total amount of fees paid to insurance companyUSD $1,118
Welfare Benefit Premiums Paid to CarrierUSD $91,963
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,346
Amount paid for insurance broker fees1118
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameBPA TROXELL
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUC 0B6V6
Policy instance 1
Insurance contract or identification numberGUC 0B6V6
Number of Individuals Covered260
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $42,538
Total amount of fees paid to insurance companyUSD $1,666
Welfare Benefit Premiums Paid to CarrierUSD $141,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,766
Amount paid for insurance broker fees1666
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameBPA TROXELL

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