WILLIAMS BROS TRUCKING INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 1,583 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 1,487 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 0 |
| Total of all active and inactive participants | 2021-10-01 | 1,487 |
| 2020: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 1,280 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 1,583 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
| Total of all active and inactive participants | 2020-10-01 | 1,583 |
| 2019: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 1,306 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 1,280 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
| Total of all active and inactive participants | 2019-10-01 | 1,280 |
| 2018: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 1,238 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 1,306 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
| Total of all active and inactive participants | 2018-10-01 | 1,306 |
| 2017: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 1,238 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 1,238 |
| 2016: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 649 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 1,195 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
| Total of all active and inactive participants | 2016-10-01 | 1,195 |
| 2015: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 765 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 649 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
| Total of all active and inactive participants | 2015-10-01 | 649 |
| 2014: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 600 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 765 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
| Total of all active and inactive participants | 2014-10-01 | 765 |
| 2013: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 574 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 600 |
| Total of all active and inactive participants | 2013-10-01 | 600 |
| 2012: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 477 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 574 |
| Total of all active and inactive participants | 2012-10-01 | 574 |
| Total participants | 2012-10-01 | 574 |
| 2011: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 358 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 477 |
| Total of all active and inactive participants | 2011-10-01 | 477 |
| Total participants | 2011-10-01 | 477 |
| 2009: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 280 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 211 |
| Total of all active and inactive participants | 2009-10-01 | 211 |
| Total participants | 2009-10-01 | 211 |
| Measure | Date | Value |
|---|
| 2022 : WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
| Was this plan covered by a fidelity bond | 2022-09-30 | No |
| If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
| Did the plan have assets held for investment | 2022-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
| 2021 : WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
| Was this plan covered by a fidelity bond | 2021-09-30 | No |
| If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
| Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
| Did the plan have assets held for investment | 2021-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
| 2020 : WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
| Was this plan covered by a fidelity bond | 2020-09-30 | No |
| If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
| Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
| Did the plan have assets held for investment | 2020-09-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
| 2013 : WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $0 |
| Total plan assets at end of year | 2013-09-30 | $0 |
| Total plan assets at beginning of year | 2013-09-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $0 |
| 2021: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: WILLIAMS BROS TRUCKING EMPLOYEE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5938336 |
| Policy instance | 3 |
| Insurance contract or identification number | 5938336 | | Number of Individuals Covered | 1487 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $41,639 | | Total amount of fees paid to insurance company | USD $8,795 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $434,814 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $41,639 | | Amount paid for insurance broker fees | 5949 |
|
| STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 417008410745 |
| Policy instance | 2 |
| Insurance contract or identification number | 417008410745 | | Number of Individuals Covered | 480 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $896,568 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 1 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 667 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $188,116 | | Total amount of fees paid to insurance company | USD $16,712 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54,942 | | Amount paid for insurance broker fees | 5221 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 417006410745 |
| Policy instance | 4 |
| Insurance contract or identification number | 417006410745 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Other welfare benefits provided | TRANSPLANT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5938336 |
| Policy instance | 3 |
| Insurance contract or identification number | 5938336 | | Number of Individuals Covered | 1280 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $22,154 | | Total amount of fees paid to insurance company | USD $7,491 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $303,483 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,985 | | Amount paid for insurance broker fees | 6309 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 934183 |
| Policy instance | 2 |
| Insurance contract or identification number | 934183 | | Number of Individuals Covered | 459 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $77,365 | | Total amount of fees paid to insurance company | USD $4,757 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $45,777 | | Amount paid for insurance broker fees | 4757 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 1 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 658 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $162,046 | | Total amount of fees paid to insurance company | USD $19,919 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $46,429 | | Amount paid for insurance broker fees | 10995 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 1 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 658 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $199,632 | | Total amount of fees paid to insurance company | USD $15,682 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $67,765 | | Amount paid for insurance broker fees | 5018 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 934183 |
| Policy instance | 2 |
| Insurance contract or identification number | 934183 | | Number of Individuals Covered | 459 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $71,605 | | Total amount of fees paid to insurance company | USD $27,115 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $71,605 | | Amount paid for insurance broker fees | 22307 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5938336 |
| Policy instance | 3 |
| Insurance contract or identification number | 5938336 | | Number of Individuals Covered | 1280 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $20,747 | | Total amount of fees paid to insurance company | USD $5,919 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $272,021 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,747 | | Amount paid for insurance broker fees | 5919 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 417006410745 |
| Policy instance | 4 |
| Insurance contract or identification number | 417006410745 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Other welfare benefits provided | TRANSPLANT | | Welfare Benefit Premiums Paid to Carrier | USD $52,987 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 417006410745 |
| Policy instance | 4 |
| Insurance contract or identification number | 417006410745 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Other welfare benefits provided | OTHER (SPECIFY) TRANSPLANT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05938336 |
| Policy instance | 3 |
| Insurance contract or identification number | KM05938336 | | Number of Individuals Covered | 1306 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $21,461 | | Total amount of fees paid to insurance company | USD $3,349 | | 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 $21,461 | | Amount paid for insurance broker fees | 3349 | | Insurance broker organization code? | 3 |
|
| BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 ) |
| Policy contract number | 4170054107545 |
| Policy instance | 2 |
| Insurance contract or identification number | 4170054107545 | | Number of Individuals Covered | 482 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 1 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 653 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $182,229 | | Total amount of fees paid to insurance company | USD $22,101 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $50,937 | | Amount paid for insurance broker fees | 11937 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05938336 |
| Policy instance | 4 |
| Insurance contract or identification number | KM05938336 | | Number of Individuals Covered | 1195 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $22,478 | | Total amount of fees paid to insurance company | USD $5,767 | | 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 |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 4170003410745 |
| Policy instance | 3 |
| Insurance contract or identification number | 4170003410745 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 ) |
| Policy contract number | 4170054107545 |
| Policy instance | 2 |
| Insurance contract or identification number | 4170054107545 | | Number of Individuals Covered | 470 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 1 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 553 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $144,544 | | Total amount of fees paid to insurance company | USD $15,911 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 1 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 577 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $90,644 | | Total amount of fees paid to insurance company | USD $16,634 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $460 | | Amount paid for insurance broker fees | 343 | | Insurance broker name | BENEFIT CONSULTANT INC |
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| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 417002410745 |
| Policy instance | 2 |
| Insurance contract or identification number | 417002410745 | | Number of Individuals Covered | 313 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 4170003410745 |
| Policy instance | 3 |
| Insurance contract or identification number | 4170003410745 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010021729 |
| Policy instance | 4 |
| Insurance contract or identification number | 010021729 | | Number of Individuals Covered | 765 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $21,345 | | Total amount of fees paid to insurance company | USD $6,069 | | 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 $21,345 | | Amount paid for insurance broker fees | 6069 | | Insurance broker name | J SMITH LANIER AND COMPANY |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010021729 |
| Policy instance | 4 |
| Insurance contract or identification number | 010021729 | | Number of Individuals Covered | 600 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $19,056 | | Total amount of fees paid to insurance company | USD $6,035 | | 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 $19,056 | | Amount paid for insurance broker fees | 6035 | | Insurance broker name | J SMITH LANIER AND COMPANY |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 417002410745 |
| Policy instance | 2 |
| Insurance contract or identification number | 417002410745 | | Number of Individuals Covered | 281 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 1 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 410 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $95,102 | | Total amount of fees paid to insurance company | USD $21,849 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,074 | | Amount paid for insurance broker fees | 2539 | | Insurance broker name | GLENN HOLLERN |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 4170003410745 |
| Policy instance | 3 |
| Insurance contract or identification number | 4170003410745 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | CL170383 |
| Policy instance | 1 |
| Insurance contract or identification number | CL170383 | | Number of Individuals Covered | 241 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $50,666 | | Total amount of fees paid to insurance company | USD $10,522 | | 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 $50,666 | | Amount paid for insurance broker fees | 10522 | | Additional information about fees paid to insurance broker | CONSULTANTS FEES | | Insurance broker organization code? | 3 | | Insurance broker name | J. SMITH LANIER & CO |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 3 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 385 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $85,551 | | Total amount of fees paid to insurance company | USD $11,912 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,392 | | Amount paid for insurance broker fees | 1992 | | Insurance broker name | WILSON EMPLOYEE BENEFITS EDUCATION |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010021729 |
| Policy instance | 2 |
| Insurance contract or identification number | 010021729 | | Number of Individuals Covered | 574 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $14,992 | | Total amount of fees paid to insurance company | USD $6,073 | | 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 $14,992 | | Amount paid for insurance broker fees | 6073 | | Additional information about fees paid to insurance broker | CONSULTANTS FEES | | Insurance broker organization code? | 3 | | Insurance broker name | J. SMITH LANIER & CO |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 3 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 335 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $74,766 | | Total amount of fees paid to insurance company | USD $4,614 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010021729 |
| Policy instance | 2 |
| Insurance contract or identification number | 010021729 | | Number of Individuals Covered | 477 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $12,999 | | Total amount of fees paid to insurance company | USD $2,926 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | CL170383 |
| Policy instance | 1 |
| Insurance contract or identification number | CL170383 | | Number of Individuals Covered | 223 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $57,390 | | Total amount of fees paid to insurance company | USD $9,077 | | Health Insurance Welfare Benefit | Yes |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E7541865 |
| Policy instance | 3 |
| Insurance contract or identification number | E7541865 | | Number of Individuals Covered | 320 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $73,702 | | Total amount of fees paid to insurance company | USD $5,814 | | Other welfare benefits provided | SUPPLEMENTAL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 ) |
| Policy contract number | CL170383 |
| Policy instance | 1 |
| Insurance contract or identification number | CL170383 | | Number of Individuals Covered | 205 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $47,815 | | Total amount of fees paid to insurance company | USD $8,009 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010021729 |
| Policy instance | 2 |
| Insurance contract or identification number | 010021729 | | Number of Individuals Covered | 358 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $6,503 | | Total amount of fees paid to insurance company | USD $486 | | Dental Insurance Welfare Benefit | Yes |
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