SAS INSTITUTE INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PRESTONWOOD COUNTRY CLUB, INC.
401k plan membership statisitcs for PRESTONWOOD COUNTRY CLUB, INC.
Measure | Date | Value |
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2022: PRESTONWOOD COUNTRY CLUB, INC. 2022 401k membership |
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Total participants, beginning-of-year | 2022-02-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 149 |
Total of all active and inactive participants | 2022-02-01 | 149 |
2020: PRESTONWOOD COUNTRY CLUB, INC. 2020 401k membership |
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Total participants, beginning-of-year | 2020-02-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 84 |
Number of retired or separated participants receiving benefits | 2020-02-01 | 5 |
Total of all active and inactive participants | 2020-02-01 | 89 |
2019: PRESTONWOOD COUNTRY CLUB, INC. 2019 401k membership |
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Total participants, beginning-of-year | 2019-02-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 117 |
Number of retired or separated participants receiving benefits | 2019-02-01 | 5 |
Total of all active and inactive participants | 2019-02-01 | 122 |
2018: PRESTONWOOD COUNTRY CLUB, INC. 2018 401k membership |
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Total participants, beginning-of-year | 2018-02-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 144 |
Number of retired or separated participants receiving benefits | 2018-02-01 | 2 |
Total of all active and inactive participants | 2018-02-01 | 146 |
2017: PRESTONWOOD COUNTRY CLUB, INC. 2017 401k membership |
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Total participants, beginning-of-year | 2017-02-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 131 |
Number of retired or separated participants receiving benefits | 2017-02-01 | 1 |
Total of all active and inactive participants | 2017-02-01 | 132 |
2016: PRESTONWOOD COUNTRY CLUB, INC. 2016 401k membership |
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Total participants, beginning-of-year | 2016-02-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 123 |
Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
Total of all active and inactive participants | 2016-02-01 | 123 |
2015: PRESTONWOOD COUNTRY CLUB, INC. 2015 401k membership |
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Total participants, beginning-of-year | 2015-02-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 149 |
Total of all active and inactive participants | 2015-02-01 | 149 |
2014: PRESTONWOOD COUNTRY CLUB, INC. 2014 401k membership |
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Total participants, beginning-of-year | 2014-02-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 138 |
Number of retired or separated participants receiving benefits | 2014-02-01 | 1 |
Total of all active and inactive participants | 2014-02-01 | 139 |
2013: PRESTONWOOD COUNTRY CLUB, INC. 2013 401k membership |
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Total participants, beginning-of-year | 2013-02-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 127 |
Number of retired or separated participants receiving benefits | 2013-02-01 | 3 |
Total of all active and inactive participants | 2013-02-01 | 130 |
2012: PRESTONWOOD COUNTRY CLUB, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-02-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 115 |
Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
Total of all active and inactive participants | 2012-02-01 | 115 |
2011: PRESTONWOOD COUNTRY CLUB, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-02-15 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-02-15 | 123 |
Total of all active and inactive participants | 2011-02-15 | 123 |
Total participants | 2011-02-15 | 123 |
2009: PRESTONWOOD COUNTRY CLUB, INC. 2009 401k membership |
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Total participants, beginning-of-year | 2009-02-14 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-14 | 109 |
Number of retired or separated participants receiving benefits | 2009-02-14 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-02-14 | 0 |
Total of all active and inactive participants | 2009-02-14 | 111 |
Total participants | 2009-02-14 | 111 |
2022: PRESTONWOOD COUNTRY CLUB, INC. 2022 form 5500 responses |
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2022-02-01 | Type of plan entity | Single employer plan |
2022-02-01 | Plan funding arrangement – Insurance | Yes |
2022-02-01 | Plan benefit arrangement – Insurance | Yes |
2020: PRESTONWOOD COUNTRY CLUB, INC. 2020 form 5500 responses |
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2020-02-01 | Type of plan entity | Single employer plan |
2020-02-01 | Plan funding arrangement – Insurance | Yes |
2020-02-01 | Plan benefit arrangement – Insurance | Yes |
2019: PRESTONWOOD COUNTRY CLUB, INC. 2019 form 5500 responses |
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2019-02-01 | Type of plan entity | Single employer plan |
2019-02-01 | Plan funding arrangement – Insurance | Yes |
2019-02-01 | Plan benefit arrangement – Insurance | Yes |
2018: PRESTONWOOD COUNTRY CLUB, INC. 2018 form 5500 responses |
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2018-02-01 | Type of plan entity | Single employer plan |
2018-02-01 | Plan funding arrangement – Insurance | Yes |
2018-02-01 | Plan benefit arrangement – Insurance | Yes |
2017: PRESTONWOOD COUNTRY CLUB, INC. 2017 form 5500 responses |
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2017-02-01 | Type of plan entity | Single employer plan |
2017-02-01 | Plan funding arrangement – Insurance | Yes |
2017-02-01 | Plan benefit arrangement – Insurance | Yes |
2016: PRESTONWOOD COUNTRY CLUB, INC. 2016 form 5500 responses |
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2016-02-01 | Type of plan entity | Single employer plan |
2016-02-01 | Plan funding arrangement – Insurance | Yes |
2016-02-01 | Plan benefit arrangement – Insurance | Yes |
2015: PRESTONWOOD COUNTRY CLUB, INC. 2015 form 5500 responses |
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2015-02-01 | Type of plan entity | Single employer plan |
2015-02-01 | Plan funding arrangement – Insurance | Yes |
2015-02-01 | Plan benefit arrangement – Insurance | Yes |
2014: PRESTONWOOD COUNTRY CLUB, INC. 2014 form 5500 responses |
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2014-02-01 | Type of plan entity | Single employer plan |
2014-02-01 | Plan funding arrangement – Insurance | Yes |
2014-02-01 | Plan benefit arrangement – Insurance | Yes |
2013: PRESTONWOOD COUNTRY CLUB, INC. 2013 form 5500 responses |
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2013-02-01 | Type of plan entity | Single employer plan |
2013-02-01 | Plan funding arrangement – Insurance | Yes |
2013-02-01 | Plan benefit arrangement – Insurance | Yes |
2012: PRESTONWOOD COUNTRY CLUB, INC. 2012 form 5500 responses |
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2012-02-01 | Type of plan entity | Single employer plan |
2012-02-01 | Plan funding arrangement – Insurance | Yes |
2012-02-01 | Plan benefit arrangement – Insurance | Yes |
2011: PRESTONWOOD COUNTRY CLUB, INC. 2011 form 5500 responses |
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2011-02-15 | Type of plan entity | Single employer plan |
2011-02-15 | Submission has been amended | No |
2011-02-15 | This submission is the final filing | No |
2011-02-15 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-02-15 | Plan is a collectively bargained plan | No |
2011-02-15 | Plan funding arrangement – Insurance | Yes |
2011-02-15 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-02-15 | Plan benefit arrangement – Insurance | Yes |
2011-02-15 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: PRESTONWOOD COUNTRY CLUB, INC. 2009 form 5500 responses |
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2009-02-14 | Type of plan entity | Single employer plan |
2009-02-14 | Submission has been amended | Yes |
2009-02-14 | This submission is the final filing | No |
2009-02-14 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-02-14 | Plan is a collectively bargained plan | No |
2009-02-14 | Plan funding arrangement – Insurance | Yes |
2009-02-14 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-02-14 | Plan benefit arrangement – Insurance | Yes |
2009-02-14 | Plan benefit arrangement – General assets of the sponsor | Yes |
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 ) |
Policy contract number | 14161755-1001 |
Policy instance | 7 |
Insurance contract or identification number | 14161755-1001 | Number of Individuals Covered | 135 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $10,240 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | HSA FUND, WELLNESS | Welfare Benefit Premiums Paid to Carrier | USD $972,548 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,240 | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGM610040 |
Policy instance | 1 |
Insurance contract or identification number | SGM610040 | Number of Individuals Covered | 106 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $2,067 | Total amount of fees paid to insurance company | USD $762 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,489 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,067 | Amount paid for insurance broker fees | 762 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SOK607518 |
Policy instance | 2 |
Insurance contract or identification number | SOK607518 | Number of Individuals Covered | 106 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $98 | Total amount of fees paid to insurance company | USD $37 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $957 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $98 | Amount paid for insurance broker fees | 37 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 ) |
Policy contract number | 14161755-1001 |
Policy instance | 3 |
Insurance contract or identification number | 14161755-1001 | Number of Individuals Covered | 147 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-01-31 | Total amount of commissions paid to insurance broker | USD $13,597 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | HSA FUND, WELLNESS | Welfare Benefit Premiums Paid to Carrier | USD $608,607 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,597 | Insurance broker organization code? | 3 |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3342803 |
Policy instance | 4 |
Insurance contract or identification number | 3342803 | Number of Individuals Covered | 76 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $7,483 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,509 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,483 | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGD610738 |
Policy instance | 5 |
Insurance contract or identification number | SGD610738 | Number of Individuals Covered | 105 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $1,592 | Total amount of fees paid to insurance company | USD $715 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,715 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,592 | Amount paid for insurance broker fees | 715 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT602613 |
Policy instance | 6 |
Insurance contract or identification number | VDT602613 | Number of Individuals Covered | 29 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $878 | Total amount of fees paid to insurance company | USD $335 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,601 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $878 | Amount paid for insurance broker fees | 335 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 ) |
Policy contract number | 066114 |
Policy instance | 1 |
Insurance contract or identification number | 066114 | Number of Individuals Covered | 150 | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $14,192 | Total amount of fees paid to insurance company | USD $357 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,192 | Amount paid for insurance broker fees | 357 | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | VDT602613 |
Policy instance | 2 |
Insurance contract or identification number | VDT602613 | Number of Individuals Covered | 30 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-07-01 | Total amount of commissions paid to insurance broker | USD $697 | Total amount of fees paid to insurance company | USD $209 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,969 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $697 | Amount paid for insurance broker fees | 209 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGM610040 |
Policy instance | 3 |
Insurance contract or identification number | SGM610040 | Number of Individuals Covered | 92 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-07-01 | Total amount of commissions paid to insurance broker | USD $1,926 | Total amount of fees paid to insurance company | USD $578 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,262 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,926 | Amount paid for insurance broker fees | 578 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGD610738 |
Policy instance | 4 |
Insurance contract or identification number | SGD610738 | Number of Individuals Covered | 92 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-07-01 | Total amount of commissions paid to insurance broker | USD $1,471 | Total amount of fees paid to insurance company | USD $441 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $14,711 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,471 | Amount paid for insurance broker fees | 441 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SOK607518 |
Policy instance | 5 |
Insurance contract or identification number | SOK607518 | Number of Individuals Covered | 92 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-07-01 | Total amount of commissions paid to insurance broker | USD $125 | Total amount of fees paid to insurance company | USD $38 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $1,253 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $125 | Amount paid for insurance broker fees | 38 | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 ) |
Policy contract number | 14161755-1001 |
Policy instance | 6 |
Insurance contract or identification number | 14161755-1001 | Number of Individuals Covered | 140 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $13,575 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | HSA FUND, WELLNESS | Welfare Benefit Premiums Paid to Carrier | USD $558,501 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,575 | Insurance broker organization code? | 3 |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3342803 |
Policy instance | 7 |
Insurance contract or identification number | 3342803 | Number of Individuals Covered | 85 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $7,042 | Total amount of fees paid to insurance company | USD $1,642 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,063 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,042 | Amount paid for insurance broker fees | 1642 | Additional information about fees paid to insurance broker | INCENTIVE | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410217 |
Policy instance | 7 |
Insurance contract or identification number | 410217 | Number of Individuals Covered | 121 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-01-01 | Total amount of commissions paid to insurance broker | USD $1,900 | Total amount of fees paid to insurance company | USD $297 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD, STD | Welfare Benefit Premiums Paid to Carrier | USD $14,857 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,900 | Amount paid for insurance broker fees | 297 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410216 |
Policy instance | 6 |
Insurance contract or identification number | 410216 | Number of Individuals Covered | 32 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-01-01 | Total amount of commissions paid to insurance broker | USD $1,195 | Total amount of fees paid to insurance company | USD $126 | Other welfare benefits provided | LIFESTYLE ADD, LIFESTYLE LIFE | Welfare Benefit Premiums Paid to Carrier | USD $6,291 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,195 | Amount paid for insurance broker fees | 126 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410215 |
Policy instance | 5 |
Insurance contract or identification number | 410215 | Number of Individuals Covered | 23 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-01-01 | Total amount of commissions paid to insurance broker | USD $534 | Total amount of fees paid to insurance company | USD $56 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,937 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $534 | Amount paid for insurance broker fees | 56 | Insurance broker organization code? | 3 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5928329 |
Policy instance | 4 |
Insurance contract or identification number | 5928329 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $2,355 | Total amount of fees paid to insurance company | USD $2,079 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,175 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,355 | Amount paid for insurance broker fees | 632 | Insurance broker organization code? | 3 |
|
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3342803 |
Policy instance | 3 |
Insurance contract or identification number | 3342803 | Number of Individuals Covered | 122 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-01-31 | Total amount of commissions paid to insurance broker | USD $6,131 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,131 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 0010653788 |
Policy instance | 2 |
Insurance contract or identification number | 0010653788 | Number of Individuals Covered | 22 | Insurance policy start date | 2019-02-01 | Insurance policy end date | 2020-01-31 | Total amount of commissions paid to insurance broker | USD $817 | Total amount of fees paid to insurance company | USD $63 | Other welfare benefits provided | GCIEE, GRPACCVO | Welfare Benefit Premiums Paid to Carrier | USD $2,323 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $817 | Amount paid for insurance broker fees | 63 | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 ) |
Policy contract number | 066114 |
Policy instance | 1 |
Insurance contract or identification number | 066114 | Number of Individuals Covered | 203 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $30,171 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,171 | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 ) |
Policy contract number | 066114 |
Policy instance | 1 |
Insurance contract or identification number | 066114 | Number of Individuals Covered | 209 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $30,836 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,836 | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5928329 |
Policy instance | 2 |
Insurance contract or identification number | 5928329 | Number of Individuals Covered | 294 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $4,760 | Total amount of fees paid to insurance company | USD $4,392 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $103,136 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,760 | Amount paid for insurance broker fees | 1502 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMP, NON-MONETARY | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410216 |
Policy instance | 3 |
Insurance contract or identification number | 410216 | Number of Individuals Covered | 34 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $2,355 | Total amount of fees paid to insurance company | USD $248 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $12,396 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,355 | Amount paid for insurance broker fees | 248 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410217 |
Policy instance | 4 |
Insurance contract or identification number | 410217 | Number of Individuals Covered | 144 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $4,095 | Total amount of fees paid to insurance company | USD $897 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $30,773 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,095 | Amount paid for insurance broker fees | 897 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410215 |
Policy instance | 5 |
Insurance contract or identification number | 410215 | Number of Individuals Covered | 28 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $1,164 | Total amount of fees paid to insurance company | USD $123 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,125 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,164 | Amount paid for insurance broker fees | 123 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410215 |
Policy instance | 6 |
Insurance contract or identification number | 410215 | Number of Individuals Covered | 26 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-02-01 | Total amount of commissions paid to insurance broker | USD $1,774 | Total amount of fees paid to insurance company | USD $206 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,810 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,774 | Amount paid for insurance broker fees | 206 | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410217 |
Policy instance | 5 |
Insurance contract or identification number | 410217 | Number of Individuals Covered | 146 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-02-01 | Total amount of commissions paid to insurance broker | USD $2,846 | Total amount of fees paid to insurance company | USD $644 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $21,975 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,846 | Amount paid for insurance broker fees | 644 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 410216 |
Policy instance | 4 |
Insurance contract or identification number | 410216 | Number of Individuals Covered | 32 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-02-01 | Total amount of commissions paid to insurance broker | USD $2,013 | Total amount of fees paid to insurance company | USD $227 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $11,608 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,013 | Amount paid for insurance broker fees | 227 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05928329 |
Policy instance | 3 |
Insurance contract or identification number | TM05928329 | Number of Individuals Covered | 353 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-31 | Total amount of commissions paid to insurance broker | USD $7,858 | Total amount of fees paid to insurance company | USD $1,531 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $98,167 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,911 | Amount paid for insurance broker fees | 1531 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | PLANSOURCE BENEFITS ADMIN INC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0594036 |
Policy instance | 2 |
Insurance contract or identification number | R0594036 | Number of Individuals Covered | 14 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-02-01 | Total amount of commissions paid to insurance broker | USD $331 | Total amount of fees paid to insurance company | USD $19 | Other welfare benefits provided | GROUP CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $2,426 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $331 | Amount paid for insurance broker fees | 19 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
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BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 ) |
Policy contract number | 066114 |
Policy instance | 1 |
Insurance contract or identification number | 066114 | Number of Individuals Covered | 235 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-31 | Total amount of commissions paid to insurance broker | USD $33,222 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,222 | Insurance broker organization code? | 3 | Insurance broker name | MCDONNELL, JOHN N |
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