KELLEY MANUFACTURING CO. has sponsored the creation of one or more 401k plans.
Additional information about KELLEY MANUFACTURING CO.
Submission information for form 5500 for 401k plan KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
401k plan membership statisitcs for KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Measure | Date | Value |
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2022: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-09-01 | 191 |
Total of all active and inactive participants | 2022-09-01 | 0 |
Total participants | 2022-09-01 | 0 |
2021: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-09-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 191 |
Total of all active and inactive participants | 2021-09-01 | 191 |
Total participants | 2021-09-01 | 191 |
2020: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-09-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 179 |
Total of all active and inactive participants | 2020-09-01 | 179 |
Total participants | 2020-09-01 | 179 |
2019: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-09-01 | 172 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 175 |
Total of all active and inactive participants | 2019-09-01 | 175 |
Total participants | 2019-09-01 | 175 |
2018: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-09-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 172 |
Total of all active and inactive participants | 2018-09-01 | 172 |
Total participants | 2018-09-01 | 172 |
2017: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 202 |
Total of all active and inactive participants | 2017-09-01 | 202 |
Total participants | 2017-09-01 | 202 |
2016: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 174 |
Total of all active and inactive participants | 2016-09-01 | 174 |
Total participants | 2016-09-01 | 174 |
2015: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-09-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 181 |
Total of all active and inactive participants | 2015-09-01 | 181 |
Total participants | 2015-09-01 | 181 |
2014: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-09-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 190 |
Total of all active and inactive participants | 2014-09-01 | 190 |
Total participants | 2014-09-01 | 190 |
2013: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-09-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 178 |
Total of all active and inactive participants | 2013-09-01 | 178 |
Total participants | 2013-09-01 | 178 |
2012: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-09-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 174 |
Total of all active and inactive participants | 2012-09-01 | 174 |
Total participants | 2012-09-01 | 174 |
2011: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-09-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 176 |
Total of all active and inactive participants | 2011-09-01 | 176 |
Total participants | 2011-09-01 | 176 |
2009: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-09-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 157 |
Total of all active and inactive participants | 2009-09-01 | 157 |
Total participants | 2009-09-01 | 157 |
2022: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses |
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2022-09-01 | Type of plan entity | Single employer plan |
2022-09-01 | Plan funding arrangement – Insurance | Yes |
2022-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-09-01 | Plan benefit arrangement – Insurance | Yes |
2022-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 form 5500 responses |
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2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Plan funding arrangement – Insurance | Yes |
2021-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-09-01 | Plan benefit arrangement – Insurance | Yes |
2021-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 form 5500 responses |
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2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Plan funding arrangement – Insurance | Yes |
2020-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-09-01 | Plan benefit arrangement – Insurance | Yes |
2020-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 form 5500 responses |
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2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Plan funding arrangement – Insurance | Yes |
2019-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-09-01 | Plan benefit arrangement – Insurance | Yes |
2019-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 form 5500 responses |
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2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Plan funding arrangement – Insurance | Yes |
2018-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-09-01 | Plan benefit arrangement – Insurance | Yes |
2018-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 form 5500 responses |
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2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Plan funding arrangement – Insurance | Yes |
2017-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-09-01 | Plan benefit arrangement – Insurance | Yes |
2017-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 form 5500 responses |
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2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Plan funding arrangement – Insurance | Yes |
2016-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-09-01 | Plan benefit arrangement – Insurance | Yes |
2016-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses |
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2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Plan funding arrangement – Insurance | Yes |
2015-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-09-01 | Plan benefit arrangement – Insurance | Yes |
2015-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses |
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2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Plan funding arrangement – Insurance | Yes |
2014-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-09-01 | Plan benefit arrangement – Insurance | Yes |
2014-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses |
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2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Plan funding arrangement – Insurance | Yes |
2013-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-09-01 | Plan benefit arrangement – Insurance | Yes |
2013-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 form 5500 responses |
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2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Plan funding arrangement – Insurance | Yes |
2012-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-09-01 | Plan benefit arrangement – Insurance | Yes |
2012-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 form 5500 responses |
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2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2009 form 5500 responses |
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2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
KISMET RISK MANAGEMENT ASSOCIATES LLC (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | 6150 |
Policy instance | 4 |
Insurance contract or identification number | 6150 | Number of Individuals Covered | 185 | Insurance policy start date | 2022-09-01 | Insurance policy end date | 2023-08-31 | Total amount of commissions paid to insurance broker | USD $28,741 | Total amount of fees paid to insurance company | USD $71,124 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 36086 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $28,741 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 169 | Insurance policy start date | 2022-09-01 | Insurance policy end date | 2023-08-31 | Total amount of commissions paid to insurance broker | USD $3,178 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $78,500 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,178 | Insurance broker organization code? | 3 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 185 | Insurance policy start date | 2022-09-01 | Insurance policy end date | 2023-08-31 | Total amount of commissions paid to insurance broker | USD $3,894 | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Welfare Benefit Premiums Paid to Carrier | USD $25,717 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $519 | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524000 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524000 | Number of Individuals Covered | 168 | Insurance policy start date | 2022-09-01 | Insurance policy end date | 2023-08-31 | Total amount of commissions paid to insurance broker | USD $8,389 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $85,178 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,389 | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 00 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 00 | Number of Individuals Covered | 172 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $8,325 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $77,586 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,325 | Insurance broker organization code? | 3 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 900-25-50539 |
Policy instance | 2 |
Insurance contract or identification number | 900-25-50539 | Number of Individuals Covered | 191 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $4,114 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Welfare Benefit Premiums Paid to Carrier | USD $25,558 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $549 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 172 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $3,331 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $88,754 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,331 | Insurance broker organization code? | 3 |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540247 |
Policy instance | 4 |
Insurance contract or identification number | SLM540247 | Number of Individuals Covered | 191 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $27,341 | Total amount of fees paid to insurance company | USD $64,323 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 32882 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $27,341 |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540247 |
Policy instance | 4 |
Insurance contract or identification number | SLM540247 | Number of Individuals Covered | 179 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $21,976 | Total amount of fees paid to insurance company | USD $64,069 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,976 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 31140 | Additional information about fees paid to insurance broker | PRE-CERTIFICATION FEES |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 160 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $3,125 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,002 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,125 | Insurance broker organization code? | 3 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 900-25-50539 |
Policy instance | 2 |
Insurance contract or identification number | 900-25-50539 | Number of Individuals Covered | 179 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $3,065 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Welfare Benefit Premiums Paid to Carrier | USD $20,323 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $409 | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 00 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 00 | Number of Individuals Covered | 167 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $8,090 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,955 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,090 | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 160 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $8,094 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $69,902 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,094 | Insurance broker organization code? | 3 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 175 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $3,863 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Welfare Benefit Premiums Paid to Carrier | USD $23,880 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $507 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 155 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $3,349 | Total amount of fees paid to insurance company | USD $3,291 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $89,919 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,349 | Amount paid for insurance broker fees | 3291 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540247 |
Policy instance | 4 |
Insurance contract or identification number | SLM540247 | Number of Individuals Covered | 175 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $22,966 | Total amount of fees paid to insurance company | USD $63,420 | Welfare Benefit Premiums Paid to Carrier | USD $185,086 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 32725 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $22,966 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 172 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $3,579 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $477 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 154 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $4,170 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $88,064 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,170 | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 152 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $7,929 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $74,071 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,929 | Insurance broker organization code? | 3 |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540247 |
Policy instance | 4 |
Insurance contract or identification number | SLM540247 | Number of Individuals Covered | 172 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $66,141 | Welfare Benefit Premiums Paid to Carrier | USD $291,564 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29,528 | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 181 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $8,089 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,883 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 202 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $3,612 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | SLM540247 |
Policy instance | 4 |
Insurance contract or identification number | SLM540247 | Number of Individuals Covered | 202 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $61,118 | Welfare Benefit Premiums Paid to Carrier | USD $309,051 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 180 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $3,386 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $92,412 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 165 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $8,051 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $69,389 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,051 | Insurance broker organization code? | 3 | Insurance broker name | PARTNERS BENEFIT GROUP LLC |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 181 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $3,516 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $469 | Insurance broker organization code? | 3 | Insurance broker name | J.L. HERRING & ASSOC INC |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 155 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $3,149 | Total amount of fees paid to insurance company | USD $3,830 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $76,625 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,149 | Amount paid for insurance broker fees | 3830 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 | Insurance broker name | PARTNERS BENEFIT GROUP |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MLI-022-10 |
Policy instance | 4 |
Insurance contract or identification number | MLI-022-10 | Number of Individuals Covered | 181 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $60,560 | Welfare Benefit Premiums Paid to Carrier | USD $305,418 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,700 | Insurance broker organization code? | 5 | Insurance broker name | THE SUMNER GROUP |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 171 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $8,517 | Total amount of fees paid to insurance company | USD $165 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $69,366 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,517 | Amount paid for insurance broker fees | 165 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | PARTNERS BENEFIT GROUP LLC |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 190 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $3,481 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $464 | Insurance broker organization code? | 3 | Insurance broker name | J.L. HERRING & ASSOC INC. |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MLI-022-10 |
Policy instance | 4 |
Insurance contract or identification number | MLI-022-10 | Number of Individuals Covered | 190 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $70,347 | Welfare Benefit Premiums Paid to Carrier | USD $358,979 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,501 | Insurance broker organization code? | 5 | Insurance broker name | THE SUMNER GROUP |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 158 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $3,236 | Total amount of fees paid to insurance company | USD $1,449 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $82,399 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,236 | Amount paid for insurance broker fees | 1449 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 | Insurance broker name | PARTNERS PENEFIT GROUP |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MLI-022-10 |
Policy instance | 4 |
Insurance contract or identification number | MLI-022-10 | Number of Individuals Covered | 170 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $77,940 | Welfare Benefit Premiums Paid to Carrier | USD $363,601 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $38,401 | Insurance broker organization code? | 5 | Insurance broker name | THE SUMNER GROUP |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 167 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $8,148 | Total amount of fees paid to insurance company | USD $519 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $60,431 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,148 | Amount paid for insurance broker fees | 519 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | PARTNERS BENEFIT GROUP LLC |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 178 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $3,308 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $441 | Insurance broker organization code? | 3 | Insurance broker name | J.L. HERRING & ASSOC INC |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 148 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $3,275 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $84,999 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,275 | Insurance broker organization code? | 3 | Insurance broker name | PARTNERS BENEFIT GROUP |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 174 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $4,672 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,492 | Insurance broker organization code? | 3 | Insurance broker name | J L HERRING & ASSOC |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 147 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $3,075 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,664 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,075 | Insurance broker organization code? | 3 | Insurance broker name | PARTNERS BENEFIT GROUP |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 165 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $8,005 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $56,731 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,005 | Insurance broker organization code? | 3 | Insurance broker name | PARTNERS BENEFIT GROUP LLC |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MLI-022-10 |
Policy instance | 4 |
Insurance contract or identification number | MLI-022-10 | Number of Individuals Covered | 165 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $76,072 | Welfare Benefit Premiums Paid to Carrier | USD $361,453 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $36,487 | Insurance broker organization code? | 5 | Insurance broker name | THE SUMNER GROUP |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MLI-022-10 |
Policy instance | 4 |
Insurance contract or identification number | MLI-022-10 | Number of Individuals Covered | 165 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $66,336 | Welfare Benefit Premiums Paid to Carrier | USD $282,051 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 147 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $3,128 | Total amount of fees paid to insurance company | USD $2,794 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,197 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 176 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $3,129 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 165 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $7,943 | Total amount of fees paid to insurance company | USD $1,691 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $54,709 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | MLI-022-10 |
Policy instance | 4 |
Insurance contract or identification number | MLI-022-10 | Number of Individuals Covered | 160 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $55,998 | Welfare Benefit Premiums Paid to Carrier | USD $212,563 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9002550539 |
Policy instance | 2 |
Insurance contract or identification number | 9002550539 | Number of Individuals Covered | 161 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $2,805 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | DEPENDENT LIFE AND ADD | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00319956 |
Policy instance | 3 |
Insurance contract or identification number | 00319956 | Number of Individuals Covered | 140 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $3,099 | Total amount of fees paid to insurance company | USD $3,358 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $73,296 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | 000850054524 |
Policy instance | 1 |
Insurance contract or identification number | 000850054524 | Number of Individuals Covered | 150 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $8,124 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $54,505 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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