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T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 401k Plan overview

Plan NameT & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN
Plan identification number 502

T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental

401k Sponsoring company profile

T & R ELECTRIC SUPPLY CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:T & R ELECTRIC SUPPLY CO., INC.
Employer identification number (EIN):460283047
NAIC Classification:335310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01
5022020-07-01
5022019-07-01
5022018-07-01
5022017-07-01CHRIS THOMPSON
5022016-07-01CHRIS THOMPSON
5022015-07-01CHRIS THOMPSON
5022014-07-01CHRIS THOMPSON
5022013-07-01CHRIS THOMPSON
5022012-07-01CHRIS THOMPSON

Plan Statistics for T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN

401k plan membership statisitcs for T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN

Measure Date Value
2022: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01236
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01109
2021: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01258
Total number of active participants reported on line 7a of the Form 55002021-01-01236
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01236
2020: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01254
Total number of active participants reported on line 7a of the Form 55002020-07-01258
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 participants2020-07-01258
2019: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01258
Total number of active participants reported on line 7a of the Form 55002019-07-01254
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 participants2019-07-01254
2018: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01256
Total number of active participants reported on line 7a of the Form 55002018-07-01258
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 participants2018-07-01258
2017: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-01256
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 participants2017-07-01256
2016: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01231
Total number of active participants reported on line 7a of the Form 55002016-07-01238
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01238
2015: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01118
Total number of active participants reported on line 7a of the Form 55002015-07-01231
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01231
2014: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01110
Total number of active participants reported on line 7a of the Form 55002014-07-01118
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01118
2013: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01111
Total number of active participants reported on line 7a of the Form 55002013-07-01110
Total of all active and inactive participants2013-07-01110
2012: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0195
Total number of active participants reported on line 7a of the Form 55002012-07-01111
Total of all active and inactive participants2012-07-01111
Total participants2012-07-010

Financial Data on T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN

Measure Date Value
2014 : T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2014 401k financial data
Total income from all sources2014-06-30$0
Total plan assets at end of year2014-06-30$0
Total plan assets at beginning of year2014-06-30$0
Net plan assets at end of year (total assets less liabilities)2014-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$0

Form 5500 Responses for T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN

2022: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 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: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 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: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: T & R ELECTRIC SUPPLY COMPANY, INC. HEALTHCARE PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AVERA HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95839 )
Policy contract numberA0000265
Policy instance 3
Insurance contract or identification numberA0000265
Number of Individuals Covered109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 54097 )
Policy contract number2238
Policy instance 2
Insurance contract or identification number2238
Number of Individuals Covered115
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,614
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,614
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered115
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $723
Total amount of fees paid to insurance companyUSD $249
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $723
Amount paid for insurance broker fees249
Insurance broker organization code?3
AVERA HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95839 )
Policy contract numberSD195
Policy instance 3
Insurance contract or identification numberSD195
Number of Individuals Covered236
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
DELTA DENTAL OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 54097 )
Policy contract number2238
Policy instance 2
Insurance contract or identification number2238
Number of Individuals Covered119
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,611
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,611
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered118
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $733
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $733
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered123
Insurance policy start date2020-07-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $324
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $324
Insurance broker organization code?3
DELTA DENTAL OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 54097 )
Policy contract number2238
Policy instance 2
Insurance contract or identification number2238
Number of Individuals Covered258
Insurance policy start date2020-07-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $862
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $862
Insurance broker organization code?3
AVERA HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95839 )
Policy contract numberSD195
Policy instance 3
Insurance contract or identification numberSD195
Number of Individuals Covered241
Insurance policy start date2020-07-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AVERA HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95839 )
Policy contract numberSD195
Policy instance 3
Insurance contract or identification numberSD195
Number of Individuals Covered240
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $23,022
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,022
Insurance broker organization code?3
DELTA DENTAL OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 54097 )
Policy contract number2238
Policy instance 2
Insurance contract or identification number2238
Number of Individuals Covered254
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,610
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,213
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered124
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $831
Total amount of fees paid to insurance companyUSD $377
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $643
Insurance broker organization code?3
Amount paid for insurance broker fees377
Additional information about fees paid to insurance brokerBROKER BONUS
AVERA HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95839 )
Policy contract numberSD195
Policy instance 3
Insurance contract or identification numberSD195
Number of Individuals Covered247
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $26,496
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,496
Insurance broker organization code?3
DELTA DENTAL OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 54097 )
Policy contract number2238
Policy instance 2
Insurance contract or identification number2238
Number of Individuals Covered123
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,618
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,618
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered122
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $704
Total amount of fees paid to insurance companyUSD $46
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $704
Amount paid for insurance broker fees46
Insurance broker organization code?3
AVERA HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 95839 )
Policy contract numberSD195
Policy instance 3
Insurance contract or identification numberSD195
Number of Individuals Covered238
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $25,866
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,866
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCAIATES
DELTA DENTAL OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 54097 )
Policy contract number2238
Policy instance 2
Insurance contract or identification number2238
Number of Individuals Covered250
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,509
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered121
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $692
Total amount of fees paid to insurance companyUSD $123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $692
Amount paid for insurance broker fees123
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOC INC
SANFORD HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95683 )
Policy contract numberHP000714
Policy instance 3
Insurance contract or identification numberHP000714
Number of Individuals Covered248
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $18,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,549
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCAIATES
DELTA DENTAL OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 54097 )
Policy contract number2238
Policy instance 2
Insurance contract or identification number2238
Number of Individuals Covered232
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,498
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered118
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $567
Total amount of fees paid to insurance companyUSD $34
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $567
Amount paid for insurance broker fees34
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOC INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered118
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $583
Total amount of fees paid to insurance companyUSD $32
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $583
Amount paid for insurance broker fees32
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOC INC
DELTA DENTAL OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 54097 )
Policy contract number2238
Policy instance 2
Insurance contract or identification number2238
Number of Individuals Covered232
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,504
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,504
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOC
SANFORD HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95683 )
Policy contract numberHP000714
Policy instance 3
Insurance contract or identification numberHP000714
Number of Individuals Covered248
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $18,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,190
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCAIATES
SANFORD HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95683 )
Policy contract numberHP000714
Policy instance 2
Insurance contract or identification numberHP000714
Number of Individuals Covered241
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $16,724
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,724
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered110
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $514
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY AND ASSOC INC
AIG MEDICAL EXCESS (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number63000
Policy instance 5
Insurance contract or identification number63000
Number of Individuals Covered111
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,708
Other welfare benefits providedTRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $17,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8
Insurance broker nameHOLMES MURPHY & ASSOCIATES
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number93440
Policy instance 4
Insurance contract or identification number93440
Number of Individuals Covered111
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Welfare Benefit Premiums Paid to CarrierUSD $261,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number63000
Policy instance 3
Insurance contract or identification number63000
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Insurance broker nameFIRST ADMINISTRATORS INC
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number63000
Policy instance 2
Insurance contract or identification number63000
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $104
Welfare Benefit Premiums Paid to CarrierUSD $850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $104
Insurance broker nameFIRST ADMINISTRATORS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010161549
Policy instance 1
Insurance contract or identification number000010161549
Number of Individuals Covered108
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $519
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $519
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY AND ASSOCIATES INC

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