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BECKWITH ELECTRIC COMPANY, INC. 401k Plan overview

Plan NameBECKWITH ELECTRIC COMPANY, INC.
Plan identification number 502

BECKWITH ELECTRIC COMPANY, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

BECKWITH ELECTRIC CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:BECKWITH ELECTRIC CO., INC.
Employer identification number (EIN):591550878
NAIC Classification:335310

Additional information about BECKWITH ELECTRIC CO., INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1974-08-13
Company Identification Number: 459528
Legal Registered Office Address: 6190 118TH AVE NORTH

LARGO

33773

More information about BECKWITH ELECTRIC CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BECKWITH ELECTRIC COMPANY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022019-09-01
5022018-09-01
5022017-09-01LAURIE E. TUDOR LAURIE E. TUDOR2019-02-11
5022017-06-01LAURIE E. TUDOR LAURIE E. TUDOR2018-01-26
5022016-06-01LAURIE E. TUDOR LAURIE E. TUDOR2017-12-26
5022015-06-01LAURIE E. TUDOR LAURIE E. TUDOR
5022015-06-01LAURIE E. TUDOR LAURIE E. TUDOR2017-01-04
5022014-06-01LAURIE E. TUDOR LAURIE E. TUDOR2015-12-30
5022013-06-01LAURIE E. TUDOR LAURIE E. TUDOR2014-12-30
5022012-06-01LAURIE E. TUDOR LAURIE E. TUDOR2013-11-20
5022011-06-01LAURIE E. TUDOR LAURIE E. TUDOR2012-12-11
5022010-06-01LAURIE E. TUDOR LAURIE E. TUDOR2011-12-14
5022009-06-01LAURIE E. TUDOR
5022008-06-01 LAURIE TUDOR2010-03-13
5022007-06-01 LAURIE TUDOR2010-03-13
5022006-09-01 LAURIE TUDOR2010-03-13

Plan Statistics for BECKWITH ELECTRIC COMPANY, INC.

401k plan membership statisitcs for BECKWITH ELECTRIC COMPANY, INC.

Measure Date Value
2019: BECKWITH ELECTRIC COMPANY, INC. 2019 401k membership
Total participants, beginning-of-year2019-09-01167
Total number of active participants reported on line 7a of the Form 55002019-09-010
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-010
2018: BECKWITH ELECTRIC COMPANY, INC. 2018 401k membership
Total participants, beginning-of-year2018-09-01148
Total number of active participants reported on line 7a of the Form 55002018-09-01167
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-01167
2017: BECKWITH ELECTRIC COMPANY, INC. 2017 401k membership
Total participants, beginning-of-year2017-09-01128
Total number of active participants reported on line 7a of the Form 55002017-09-01148
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01148
Total participants, beginning-of-year2017-06-01128
Total number of active participants reported on line 7a of the Form 55002017-06-01128
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-01128
2016: BECKWITH ELECTRIC COMPANY, INC. 2016 401k membership
Total participants, beginning-of-year2016-06-01122
Total number of active participants reported on line 7a of the Form 55002016-06-01128
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01128
2015: BECKWITH ELECTRIC COMPANY, INC. 2015 401k membership
Total participants, beginning-of-year2015-06-01120
Total number of active participants reported on line 7a of the Form 55002015-06-01122
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01122
2014: BECKWITH ELECTRIC COMPANY, INC. 2014 401k membership
Total participants, beginning-of-year2014-06-01138
Total number of active participants reported on line 7a of the Form 55002014-06-01120
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-01120
Total participants2014-06-01120
2013: BECKWITH ELECTRIC COMPANY, INC. 2013 401k membership
Total participants, beginning-of-year2013-06-01160
Total number of active participants reported on line 7a of the Form 55002013-06-01138
Total of all active and inactive participants2013-06-01138
Total participants2013-06-01138
2012: BECKWITH ELECTRIC COMPANY, INC. 2012 401k membership
Total participants, beginning-of-year2012-06-01170
Total number of active participants reported on line 7a of the Form 55002012-06-01160
Total of all active and inactive participants2012-06-01160
Total participants2012-06-01160
2011: BECKWITH ELECTRIC COMPANY, INC. 2011 401k membership
Total participants, beginning-of-year2011-06-01138
Total number of active participants reported on line 7a of the Form 55002011-06-01170
Total of all active and inactive participants2011-06-01170
Total participants2011-06-01170
2010: BECKWITH ELECTRIC COMPANY, INC. 2010 401k membership
Total participants, beginning-of-year2010-06-01119
Total number of active participants reported on line 7a of the Form 55002010-06-01138
Total of all active and inactive participants2010-06-01138
Total participants2010-06-01138
2009: BECKWITH ELECTRIC COMPANY, INC. 2009 401k membership
Total participants, beginning-of-year2009-06-01127
Total number of active participants reported on line 7a of the Form 55002009-06-01119
Total of all active and inactive participants2009-06-01119
Total participants2009-06-01119
2008: BECKWITH ELECTRIC COMPANY, INC. 2008 401k membership
Total participants, beginning-of-year2008-06-01119
Total number of active participants reported on line 7a of the Form 55002008-06-01127
Total of all active and inactive participants2008-06-01127
Total participants2008-06-01127
2007: BECKWITH ELECTRIC COMPANY, INC. 2007 401k membership
Total participants, beginning-of-year2007-06-01107
Total number of active participants reported on line 7a of the Form 55002007-06-01119
Total of all active and inactive participants2007-06-01119
Total participants2007-06-01119
2006: BECKWITH ELECTRIC COMPANY, INC. 2006 401k membership
Total participants, beginning-of-year2006-09-01108
Total number of active participants reported on line 7a of the Form 55002006-09-01107
Total of all active and inactive participants2006-09-01107
Total participants2006-09-01107

Form 5500 Responses for BECKWITH ELECTRIC COMPANY, INC.

2019: BECKWITH ELECTRIC COMPANY, INC. 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01This submission is the final filingYes
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: BECKWITH ELECTRIC COMPANY, INC. 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: BECKWITH ELECTRIC COMPANY, INC. 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-06-01Type of plan entitySingle employer plan
2017-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: BECKWITH ELECTRIC COMPANY, INC. 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: BECKWITH ELECTRIC COMPANY, INC. 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: BECKWITH ELECTRIC COMPANY, INC. 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: BECKWITH ELECTRIC COMPANY, INC. 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: BECKWITH ELECTRIC COMPANY, INC. 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: BECKWITH ELECTRIC COMPANY, INC. 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2010: BECKWITH ELECTRIC COMPANY, INC. 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan benefit arrangement – InsuranceYes
2009: BECKWITH ELECTRIC COMPANY, INC. 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes
2008: BECKWITH ELECTRIC COMPANY, INC. 2008 form 5500 responses
2008-06-01Type of plan entitySingle employer plan
2008-06-01Submission has been amendedNo
2008-06-01This submission is the final filingNo
2008-06-01This return/report is a short plan year return/report (less than 12 months)No
2008-06-01Plan is a collectively bargained planNo
2008-06-01Plan funding arrangement – InsuranceYes
2008-06-01Plan benefit arrangement – InsuranceYes
2007: BECKWITH ELECTRIC COMPANY, INC. 2007 form 5500 responses
2007-06-01Type of plan entitySingle employer plan
2007-06-01Submission has been amendedNo
2007-06-01This submission is the final filingNo
2007-06-01This return/report is a short plan year return/report (less than 12 months)No
2007-06-01Plan is a collectively bargained planNo
2007-06-01Plan funding arrangement – InsuranceYes
2007-06-01Plan benefit arrangement – InsuranceYes
2006: BECKWITH ELECTRIC COMPANY, INC. 2006 form 5500 responses
2006-09-01Type of plan entitySingle employer plan
2006-09-01Submission has been amendedNo
2006-09-01This submission is the final filingNo
2006-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2006-09-01Plan is a collectively bargained planNo
2006-09-01Plan funding arrangement – InsuranceYes
2006-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD608882
Policy instance 2
Insurance contract or identification numberSGD608882
Number of Individuals Covered174
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $7,514
Total amount of fees paid to insurance companyUSD $859
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,514
Amount paid for insurance broker fees859
Additional information about fees paid to insurance brokerSALES & SERVICE
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD608881
Policy instance 1
Insurance contract or identification numberSGD608881
Number of Individuals Covered174
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $3,125
Total amount of fees paid to insurance companyUSD $488
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedSHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $20,832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,125
Amount paid for insurance broker fees488
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM608367
Policy instance 3
Insurance contract or identification numberSGM608367
Number of Individuals Covered177
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $7,354
Total amount of fees paid to insurance companyUSD $840
Life Insurance Welfare BenefitYes
Other welfare benefits providedDEPENDENT LIFE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $49,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,354
Amount paid for insurance broker fees840
Additional information about fees paid to insurance brokerSALES & SERVICE
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK606119
Policy instance 4
Insurance contract or identification numberSOK606119
Number of Individuals Covered177
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $757
Total amount of fees paid to insurance companyUSD $87
Other welfare benefits providedVOLUNTARY AD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $757
Amount paid for insurance broker fees87
Additional information about fees paid to insurance brokerSALES & SERVICE
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM608367
Policy instance 3
Insurance contract or identification numberSGM608367
Number of Individuals Covered167
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $2,364
Life Insurance Welfare BenefitYes
Other welfare benefits providedDEPENDENT LIFE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $26,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,364
Additional information about fees paid to insurance brokerSALES & SERVICE
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD608881
Policy instance 1
Insurance contract or identification numberSGD608881
Number of Individuals Covered157
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $2,475
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedSHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $20,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,475
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD608882
Policy instance 2
Insurance contract or identification numberSGD608882
Number of Individuals Covered157
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $3,913
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,913
Additional information about fees paid to insurance brokerSALES & SERVICE
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK606119
Policy instance 4
Insurance contract or identification numberSOK606119
Number of Individuals Covered167
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $325
Other welfare benefits providedVOLUNTARY AD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $325
Additional information about fees paid to insurance brokerSALES & SERVICE
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK606119
Policy instance 4
Insurance contract or identification numberSOK606119
Number of Individuals Covered71
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $579
Total amount of fees paid to insurance companyUSD $81
Other welfare benefits providedOTHER (SPECIFY)
Welfare Benefit Premiums Paid to CarrierUSD $3,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM608367
Policy instance 3
Insurance contract or identification numberSGM608367
Number of Individuals Covered148
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $5,939
Total amount of fees paid to insurance companyUSD $905
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD608882
Policy instance 2
Insurance contract or identification numberSGD608882
Number of Individuals Covered140
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $5,901
Total amount of fees paid to insurance companyUSD $817
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD608881
Policy instance 1
Insurance contract or identification numberSGD608881
Number of Individuals Covered140
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $2,245
Total amount of fees paid to insurance companyUSD $343
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number19480
Policy instance 1
Insurance contract or identification number19480
Number of Individuals Covered128
Insurance policy start date2017-06-01
Insurance policy end date2017-08-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE, VOL/BASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $46,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Insurance broker nameAXA ASSISTANCE, USA
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number19480
Policy instance 1
Insurance contract or identification number19480
Number of Individuals Covered122
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $10,773
Total amount of fees paid to insurance companyUSD $973
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE, VOL/BASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $187,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,773
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Amount paid for insurance broker fees43
Insurance broker namePRUDENTIAL INSURANCE COMPANY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number19480
Policy instance 1
Insurance contract or identification number19480
Number of Individuals Covered120
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $11,314
Total amount of fees paid to insurance companyUSD $1,050
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE, VOL/BASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $190,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,314
Additional information about fees paid to insurance brokerSALES AND SERVICE COMPENSATION
Insurance broker organization code?3
Amount paid for insurance broker fees46
Insurance broker namePRUDENTIAL INSURANCE COMPANY
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number068279
Policy instance 1
Insurance contract or identification number068279
Number of Individuals Covered111
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $1,464
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $9,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,464
Insurance broker organization code?3
Insurance broker nameWITTNER NATIONAL GROUP, INC.
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number19480
Policy instance 2
Insurance contract or identification number19480
Number of Individuals Covered138
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $12,070
Total amount of fees paid to insurance companyUSD $1,171
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE, VOL/BASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $192,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $963
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees52
Insurance broker namePRUDENTIAL INSURANCE COMPANY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number19480
Policy instance 2
Insurance contract or identification number19480
Number of Individuals Covered160
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $14,210
Total amount of fees paid to insurance companyUSD $1,248
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE, VOL./BASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $206,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,305
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees55
Insurance broker namePRUDENTIAL INS CO OF AMERICA
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number068279
Policy instance 1
Insurance contract or identification number068279
Number of Individuals Covered159
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $3,132
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $20,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,132
Insurance broker organization code?3
Insurance broker nameWITTNER NATIONAL GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number067422
Policy instance 1
Insurance contract or identification number067422
Number of Individuals Covered169
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $6,051
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number067420
Policy instance 2
Insurance contract or identification number067420
Number of Individuals Covered56
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $4,163
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,709
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number068279
Policy instance 3
Insurance contract or identification number068279
Number of Individuals Covered170
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,777
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $18,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number067422
Policy instance 1
Insurance contract or identification number067422
Number of Individuals Covered138
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $5,714
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number067420
Policy instance 2
Insurance contract or identification number067420
Number of Individuals Covered53
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $4,698
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number068279
Policy instance 3
Insurance contract or identification number068279
Number of Individuals Covered136
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $2,632
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $16,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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