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WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 401k Plan overview

Plan NameWELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO.
Plan identification number 502

WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

GEORGIA CROWN DISTRIBUTING CO. has sponsored the creation of one or more 401k plans.

Company Name:GEORGIA CROWN DISTRIBUTING CO.
Employer identification number (EIN):580551723
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01MARY BETH GIBBON MARY BETH GIBBON2018-10-15
5022016-01-01MARY BETH GIBBON MARY BETH GIBBON2017-10-09
5022015-01-01MARY BETH GIBBON MARY BETH GIBBON2016-10-14
5022014-01-01MARY BETH GIBBON
5022013-01-01MARY BETH GIBBON
5022012-01-01MARY BETH GIBBON
5022011-01-01MARY BETH GIBBON
5022009-01-01MARY BETH GIBBON

Plan Statistics for WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO.

401k plan membership statisitcs for WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO.

Measure Date Value
2022: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2022 401k membership
Total participants, beginning-of-year2022-01-01759
Total number of active participants reported on line 7a of the Form 55002022-01-01692
Number of retired or separated participants receiving benefits2022-01-016
Total of all active and inactive participants2022-01-01698
2021: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2021 401k membership
Total participants, beginning-of-year2021-01-01735
Total number of active participants reported on line 7a of the Form 55002021-01-01759
Number of retired or separated participants receiving benefits2021-01-010
Total of all active and inactive participants2021-01-01759
2020: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2020 401k membership
Total participants, beginning-of-year2020-01-01684
Total number of active participants reported on line 7a of the Form 55002020-01-01735
Number of retired or separated participants receiving benefits2020-01-010
Total of all active and inactive participants2020-01-01735
2019: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2019 401k membership
Total participants, beginning-of-year2019-01-01655
Total number of active participants reported on line 7a of the Form 55002019-01-01684
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-01684
2018: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2018 401k membership
Total participants, beginning-of-year2018-01-01626
Total number of active participants reported on line 7a of the Form 55002018-01-01655
Number of retired or separated participants receiving benefits2018-01-010
Total of all active and inactive participants2018-01-01655
2017: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2017 401k membership
Total participants, beginning-of-year2017-01-01595
Total number of active participants reported on line 7a of the Form 55002017-01-01626
Number of retired or separated participants receiving benefits2017-01-010
Total of all active and inactive participants2017-01-01626
2016: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2016 401k membership
Total participants, beginning-of-year2016-01-01693
Total number of active participants reported on line 7a of the Form 55002016-01-01595
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-01595
2015: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2015 401k membership
Total participants, beginning-of-year2015-01-01470
Total number of active participants reported on line 7a of the Form 55002015-01-01693
Number of retired or separated participants receiving benefits2015-01-010
Total of all active and inactive participants2015-01-01693
2014: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2014 401k membership
Total participants, beginning-of-year2014-01-01446
Total number of active participants reported on line 7a of the Form 55002014-01-01469
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-01470
2013: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2013 401k membership
Total participants, beginning-of-year2013-01-01444
Total number of active participants reported on line 7a of the Form 55002013-01-01446
Total of all active and inactive participants2013-01-01446
2012: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2012 401k membership
Total participants, beginning-of-year2012-01-01512
Total number of active participants reported on line 7a of the Form 55002012-01-01444
Total of all active and inactive participants2012-01-01444
2011: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2011 401k membership
Total participants, beginning-of-year2011-01-01898
Total number of active participants reported on line 7a of the Form 55002011-01-01512
Total of all active and inactive participants2011-01-01512
2009: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2009 401k membership
Total participants, beginning-of-year2009-01-01473
Total number of active participants reported on line 7a of the Form 55002009-01-01854
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01859

Form 5500 Responses for WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO.

2022: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: WELFARE BENEFIT PLAN OF GEORGIA CROWN DISTRIBUTING CO. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00448942
Policy instance 3
Insurance contract or identification number00448942
Number of Individuals Covered263
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered716
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $9,214
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,214
Amount paid for insurance broker fees0
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,951
Total amount of fees paid to insurance companyUSD $71
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $127,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,300
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered713
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $7,602
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,602
Amount paid for insurance broker fees0
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered152
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,080
Total amount of fees paid to insurance companyUSD $423
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $151,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Amount paid for insurance broker fees0
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered175
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,558
Total amount of fees paid to insurance companyUSD $1,331
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $167,507
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,590
Amount paid for insurance broker fees223
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered693
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $7,189
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,189
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered615
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $6,986
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,986
Amount paid for insurance broker fees0
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered189
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $35,456
Total amount of fees paid to insurance companyUSD $870
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $179,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,798
Amount paid for insurance broker fees503
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered207
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,516
Total amount of fees paid to insurance companyUSD $916
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $156,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,996
Amount paid for insurance broker fees131
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered581
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $6,002
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,002
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered903
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $6,459
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,459
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSOUTHEASTERN INSURANCE CONSULTANTS
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered176
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,349
Total amount of fees paid to insurance companyUSD $107
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $153,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,859
Amount paid for insurance broker fees77
Insurance broker organization code?3
Insurance broker name
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered497
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $6,071
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,071
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE, INC
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered175
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $33,955
Total amount of fees paid to insurance companyUSD $1,295
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $159,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,338
Amount paid for insurance broker fees702
Additional information about fees paid to insurance brokerINSURANCE FEES
Insurance broker organization code?3
Insurance broker nameJAMIE R. WALLACE
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered460
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,497
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,998
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,497
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE, INC
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered176
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,862
Total amount of fees paid to insurance companyUSD $1,025
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $121,934
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,449
Amount paid for insurance broker fees316
Additional information about fees paid to insurance brokerINSURANCE FEES
Insurance broker organization code?3
Insurance broker nameWILLIAM M WARDLAW JR
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered202
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,204
Total amount of fees paid to insurance companyUSD $1,410
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $140,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,177
Amount paid for insurance broker fees448
Additional information about fees paid to insurance brokerINSURANCE FEES
Insurance broker organization code?3
Insurance broker nameWILLIAM M WARDLAW JR
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered459
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $5,609
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,609
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSOUTHEASTERN INSURANCE CONSULTANTS
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered474
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $6,196
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,196
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSOUTHEASTERN INSURANCE CONSULTANTS
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered215
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $31,517
Total amount of fees paid to insurance companyUSD $20
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $139,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,186
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerINSURANCE FEES
Insurance broker organization code?3
Insurance broker nameTHE TILLOTSON GROUP LTD
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered220
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $27,027
Total amount of fees paid to insurance companyUSD $570
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $124,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered512
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $6,118
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,658
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberOZ575
Policy instance 1
Insurance contract or identification numberOZ575
Number of Individuals Covered182
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,354
Total amount of fees paid to insurance companyUSD $768
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER
Welfare Benefit Premiums Paid to CarrierUSD $113,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27435
Policy instance 2
Insurance contract or identification number27435
Number of Individuals Covered894
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $6,000
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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