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B & M PRECISION INC BENEFIT PLAN 401k Plan overview

Plan NameB & M PRECISION INC BENEFIT PLAN
Plan identification number 501

B & M PRECISION INC BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

B & M PRECISION, INC. has sponsored the creation of one or more 401k plans.

Company Name:B & M PRECISION, INC.
Employer identification number (EIN):592025611
NAIC Classification:339110

Additional information about B & M PRECISION, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1980-06-23
Company Identification Number: 674488
Legal Registered Office Address: 1225 4TH STREET SOUTHWEST

RUSKIN

33570

More information about B & M PRECISION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B & M PRECISION INC BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-08-01
5012020-08-01
5012019-08-01
5012018-08-01
5012017-08-01MARYANN CORMIER
5012016-08-01FRANCES C ESPINAL
5012015-08-01FRANCES C ESPINAL
5012015-08-01FRANCES C ESPINAL
5012014-08-01FRANCES C ESPINAL
5012013-08-01FRANCES C ESPINAL
5012012-08-01FRANCES C ESPINAL
5012011-08-01FRANCES PINA
5012010-08-01MIROSLAV MITUSINA

Plan Statistics for B & M PRECISION INC BENEFIT PLAN

401k plan membership statisitcs for B & M PRECISION INC BENEFIT PLAN

Measure Date Value
2021: B & M PRECISION INC BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01251
Total number of active participants reported on line 7a of the Form 55002021-08-01255
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-01255
2020: B & M PRECISION INC BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01535
Total number of active participants reported on line 7a of the Form 55002020-08-01251
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-01251
2019: B & M PRECISION INC BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01424
Total number of active participants reported on line 7a of the Form 55002019-08-01535
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-01535
2018: B & M PRECISION INC BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01391
Total number of active participants reported on line 7a of the Form 55002018-08-01424
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-01424
2017: B & M PRECISION INC BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-010
Total number of active participants reported on line 7a of the Form 55002017-08-010
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-010
2016: B & M PRECISION INC BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-010
Total number of active participants reported on line 7a of the Form 55002016-08-010
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-010
2015: B & M PRECISION INC BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-010
Total number of active participants reported on line 7a of the Form 55002015-08-010
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-010
2014: B & M PRECISION INC BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-010
Total number of active participants reported on line 7a of the Form 55002014-08-010
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-010
2013: B & M PRECISION INC BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01314
Total number of active participants reported on line 7a of the Form 55002013-08-01314
Total of all active and inactive participants2013-08-01314
2012: B & M PRECISION INC BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01339
Total of all active and inactive participants2012-08-010
2011: B & M PRECISION INC BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01334
Total number of active participants reported on line 7a of the Form 55002011-08-01339
Total of all active and inactive participants2011-08-01339
2010: B & M PRECISION INC BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-01108
Total number of active participants reported on line 7a of the Form 55002010-08-01334
Total of all active and inactive participants2010-08-01334

Financial Data on B & M PRECISION INC BENEFIT PLAN

Measure Date Value
2022 : B & M PRECISION INC BENEFIT PLAN 2022 401k financial data
Total income from all sources2022-07-31$0
Total plan assets at end of year2022-07-31$0
Total plan assets at beginning of year2022-07-31$0
Net plan assets at end of year (total assets less liabilities)2022-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$0
2021 : B & M PRECISION INC BENEFIT PLAN 2021 401k financial data
Total income from all sources2021-07-31$0
Total plan assets at end of year2021-07-31$0
Total plan assets at beginning of year2021-07-31$0
Net plan assets at end of year (total assets less liabilities)2021-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$0
2020 : B & M PRECISION INC BENEFIT PLAN 2020 401k financial data
Total income from all sources2020-07-31$0
Total plan assets at end of year2020-07-31$0
Total plan assets at beginning of year2020-07-31$0
Net plan assets at end of year (total assets less liabilities)2020-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$0
2019 : B & M PRECISION INC BENEFIT PLAN 2019 401k financial data
Total income from all sources2019-07-31$0
Total plan assets at end of year2019-07-31$0
Total plan assets at beginning of year2019-07-31$0
Net plan assets at end of year (total assets less liabilities)2019-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$0
2018 : B & M PRECISION INC BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-07-31$0
Total plan assets at end of year2018-07-31$0
Total plan assets at beginning of year2018-07-31$0
Net plan assets at end of year (total assets less liabilities)2018-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$0
2017 : B & M PRECISION INC BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-07-31$0
Total plan assets at end of year2017-07-31$0
Total plan assets at beginning of year2017-07-31$0
Net plan assets at end of year (total assets less liabilities)2017-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$0
2016 : B & M PRECISION INC BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-07-31$0
Total plan assets at end of year2016-07-31$0
Total plan assets at beginning of year2016-07-31$0
Net plan assets at end of year (total assets less liabilities)2016-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$0
2015 : B & M PRECISION INC BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-07-31$0
Total plan assets at end of year2015-07-31$0
Total plan assets at beginning of year2015-07-31$0
Net plan assets at end of year (total assets less liabilities)2015-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$0
2014 : B & M PRECISION INC BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-07-31$0
Total plan assets at end of year2014-07-31$0
Total plan assets at beginning of year2014-07-31$0
Net plan assets at end of year (total assets less liabilities)2014-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$0
2013 : B & M PRECISION INC BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-07-31$0
Total plan assets at end of year2013-07-31$0
Total plan assets at beginning of year2013-07-31$0
Net plan assets at end of year (total assets less liabilities)2013-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$0
2012 : B & M PRECISION INC BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-07-31$0
Total plan assets at end of year2012-07-31$0
Total plan assets at beginning of year2012-07-31$0
Net plan assets at end of year (total assets less liabilities)2012-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$0
2011 : B & M PRECISION INC BENEFIT PLAN 2011 401k financial data
Total plan assets at end of year2011-07-31$0
Net plan assets at end of year (total assets less liabilities)2011-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$0

Form 5500 Responses for B & M PRECISION INC BENEFIT PLAN

2021: B & M PRECISION INC BENEFIT PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: B & M PRECISION INC BENEFIT PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: B & M PRECISION INC BENEFIT PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: B & M PRECISION INC BENEFIT PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: B & M PRECISION INC BENEFIT PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: B & M PRECISION INC BENEFIT PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: B & M PRECISION INC BENEFIT PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: B & M PRECISION INC BENEFIT PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: B & M PRECISION INC BENEFIT PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: B & M PRECISION INC BENEFIT PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: B & M PRECISION INC BENEFIT PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2010: B & M PRECISION INC BENEFIT PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01First time form 5500 has been submittedYes
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 2
Insurance contract or identification numberG000AT7S
Number of Individuals Covered245
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $3,167
Total amount of fees paid to insurance companyUSD $1,537
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,167
Amount paid for insurance broker fees1537
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number863523
Policy instance 6
Insurance contract or identification number863523
Number of Individuals Covered242
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $1,915
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,915
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number863523
Policy instance 5
Insurance contract or identification number863523
Number of Individuals Covered242
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $15,576
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,576
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 4
Insurance contract or identification numberG000AT7S
Number of Individuals Covered118
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $10,200
Total amount of fees paid to insurance companyUSD $3,540
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,200
Amount paid for insurance broker fees3540
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 3
Insurance contract or identification numberG000AT7S
Number of Individuals Covered246
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $6,466
Total amount of fees paid to insurance companyUSD $3,113
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,466
Amount paid for insurance broker fees3113
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 1
Insurance contract or identification numberG000AT7S
Number of Individuals Covered245
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $3,402
Total amount of fees paid to insurance companyUSD $1,638
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY AD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,402
Amount paid for insurance broker fees1638
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number933124
Policy instance 7
Insurance contract or identification number933124
Number of Individuals Covered255
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $44,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,901
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 2
Insurance contract or identification numberG000AT7S
Number of Individuals Covered252
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $5,950
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,950
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 1
Insurance contract or identification numberG000AT7S
Number of Individuals Covered131
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $10,279
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY AD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,279
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 3
Insurance contract or identification numberG000AT7S
Number of Individuals Covered252
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $3,129
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,129
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 4
Insurance contract or identification numberG000AT7S
Number of Individuals Covered252
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $2,945
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,945
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number863523
Policy instance 5
Insurance contract or identification number863523
Number of Individuals Covered249
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $13,873
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,873
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number863523
Policy instance 6
Insurance contract or identification number863523
Number of Individuals Covered249
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $2,024
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,024
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number914770
Policy instance 7
Insurance contract or identification number914770
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Health Insurance Welfare BenefitYes
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 brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number933124
Policy instance 8
Insurance contract or identification number933124
Number of Individuals Covered249
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $41,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,462
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number933124
Policy instance 8
Insurance contract or identification number933124
Number of Individuals Covered265
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $27,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,901
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number863523
Policy instance 6
Insurance contract or identification number863523
Number of Individuals Covered271
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $1,956
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,956
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number863523
Policy instance 5
Insurance contract or identification number863523
Number of Individuals Covered271
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $13,348
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,348
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 4
Insurance contract or identification numberG000AT7S
Number of Individuals Covered276
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $3,065
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,065
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 3
Insurance contract or identification numberG000AT7S
Number of Individuals Covered276
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $3,243
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,243
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 2
Insurance contract or identification numberG000AT7S
Number of Individuals Covered276
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $6,171
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,171
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 1
Insurance contract or identification numberG000AT7S
Number of Individuals Covered145
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $10,513
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY AD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,513
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number914770
Policy instance 7
Insurance contract or identification number914770
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Health Insurance Welfare BenefitYes
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 brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number863523
Policy instance 6
Insurance contract or identification number863523
Number of Individuals Covered274
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $1,817
Total amount of fees paid to insurance companyUSD $500
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,817
Amount paid for insurance broker fees500
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 1
Insurance contract or identification numberG000AT7S
Number of Individuals Covered159
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $10,235
Total amount of fees paid to insurance companyUSD $2,239
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY AD&D
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,235
Amount paid for insurance broker fees2239
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number914770
Policy instance 7
Insurance contract or identification number914770
Number of Individuals Covered424
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $10,406
Total amount of fees paid to insurance companyUSD $114,157
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,406
Amount paid for insurance broker fees114157
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number863523
Policy instance 5
Insurance contract or identification number863523
Number of Individuals Covered274
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $11,831
Total amount of fees paid to insurance companyUSD $500
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,831
Amount paid for insurance broker fees500
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 4
Insurance contract or identification numberG000AT7S
Number of Individuals Covered283
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $3,004
Total amount of fees paid to insurance companyUSD $777
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,004
Amount paid for insurance broker fees777
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 3
Insurance contract or identification numberG000AT7S
Number of Individuals Covered253
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $2,897
Total amount of fees paid to insurance companyUSD $777
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,897
Amount paid for insurance broker fees777
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 2
Insurance contract or identification numberG000AT7S
Number of Individuals Covered253
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $5,453
Total amount of fees paid to insurance companyUSD $1,467
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,453
Amount paid for insurance broker fees1467
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0737910
Policy instance 6
Insurance contract or identification number0737910
Number of Individuals Covered453
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $17,244
Total amount of fees paid to insurance companyUSD $698
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,244
Amount paid for insurance broker fees698
Insurance broker nameWALLACE WELCH & WILLINGHAM
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 5
Insurance contract or identification numberG000AT7S
Number of Individuals Covered150
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $11,592
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,592
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 4
Insurance contract or identification numberG000AT7S
Number of Individuals Covered238
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $2,853
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,853
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 3
Insurance contract or identification numberG000AT7S
Number of Individuals Covered233
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $5,376
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,376
Insurance broker nameWALLACE WELCH & WILLINGHAM
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 2
Insurance contract or identification numberG000AT7S
Number of Individuals Covered234
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $2,819
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,819
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 )
Policy contract number0737910HNO
Policy instance 1
Insurance contract or identification number0737910HNO
Number of Individuals Covered391
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $130,992
Total amount of fees paid to insurance companyUSD $7,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130,992
Amount paid for insurance broker fees7350
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
ADVANTICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12278 )
Policy contract number10084201
Policy instance 3
Insurance contract or identification number10084201
Number of Individuals Covered466
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $2,832
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,832
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH AND WILLINGHAM
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 4
Insurance contract or identification numberG000AT7S
Number of Individuals Covered253
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $3,913
Temporary Disability Insurance Welfare BenefitYes
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
Insurance broker nameWALLACE WELCH & WILLINGHAM
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 5
Insurance contract or identification numberG000AT7S
Number of Individuals Covered253
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $2,364
Long Term Disability Insurance Welfare BenefitYes
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
Insurance broker nameWALLACE WELCH & WILLINGHAM
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 6
Insurance contract or identification numberG000AT7S
Number of Individuals Covered160
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $8,480
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,480
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00613883
Policy instance 7
Insurance contract or identification number00613883
Number of Individuals Covered357
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $12,765
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,765
Insurance broker nameWALLACE WELCH & WILLINGHAM
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 2
Insurance contract or identification numberG000AT7S
Number of Individuals Covered272
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $2,330
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,330
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00613883
Policy instance 1
Insurance contract or identification number00613883
Number of Individuals Covered332
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of fees paid to insurance companyUSD $129,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees129623
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 7
Insurance contract or identification numberG000AT7S
Number of Individuals Covered130
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $6,478
Total amount of fees paid to insurance companyUSD $352
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,478
Amount paid for insurance broker fees352
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 6
Insurance contract or identification numberG000AT7S
Number of Individuals Covered199
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $1,822
Total amount of fees paid to insurance companyUSD $158
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,822
Amount paid for insurance broker fees158
Insurance broker nameWALLACE WELCH & WILLINGHAM
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 4
Insurance contract or identification numberG000AT7S
Number of Individuals Covered198
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $2,960
Total amount of fees paid to insurance companyUSD $256
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,960
Amount paid for insurance broker fees256
Insurance broker nameWALLACE WELCH & WILLINGHAM
ADVANTICA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number10084201
Policy instance 3
Insurance contract or identification number10084201
Number of Individuals Covered416
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $2,238
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,238
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH AND WILLINGHAM
AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 )
Policy contract number0474664HNO
Policy instance 1
Insurance contract or identification number0474664HNO
Number of Individuals Covered379
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $21,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,858
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 2
Insurance contract or identification numberG000AT7S
Number of Individuals Covered240
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $1,806
Total amount of fees paid to insurance companyUSD $136
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,806
Amount paid for insurance broker fees136
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AT7S
Policy instance 5
Insurance contract or identification numberG000AT7S
Number of Individuals Covered233
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $6,205
Total amount of fees paid to insurance companyUSD $217
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,205
Amount paid for insurance broker fees217
Insurance broker nameWALLACE WELCH & WILLINGHAM
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131334 00
Policy instance 4
Insurance contract or identification number000010131334 00
Number of Individuals Covered158
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $1,573
Total amount of fees paid to insurance companyUSD $75
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,573
Amount paid for insurance broker fees75
Insurance broker nameWALLACE WELCH & WILLINGHAM
ADVANTICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7-(C):VISION
Policy instance 3
Insurance contract or identification number7-(C):VISION
Number of Individuals Covered177
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $1,996
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,996
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH AND WILLINGHAM
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131333 00
Policy instance 6
Insurance contract or identification number000010131333 00
Number of Individuals Covered181
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $1,461
Total amount of fees paid to insurance companyUSD $68
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,461
Amount paid for insurance broker fees68
Insurance broker nameWALLACE WELCH & WILLINGHAM
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D020158 00
Policy instance 2
Insurance contract or identification number00001D020158 00
Number of Individuals Covered177
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $3,223
Total amount of fees paid to insurance companyUSD $101
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,223
Amount paid for insurance broker fees101
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 )
Policy contract number0474664HNO
Policy instance 1
Insurance contract or identification number0474664HNO
Number of Individuals Covered314
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $14,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,463
Insurance broker organization code?3
Insurance broker namePLANSOURCE HOLDINGS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131335 00
Policy instance 5
Insurance contract or identification number000010131335 00
Number of Individuals Covered158
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $2,144
Total amount of fees paid to insurance companyUSD $94
Other welfare benefits providedOTHER (SPECIFY)
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,144
Amount paid for insurance broker fees94
Insurance broker nameWALLACE WELCH & WILLINGHAM
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131335 00
Policy instance 5
Insurance contract or identification number000010131335 00
Number of Individuals Covered149
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $1,953
Other welfare benefits providedOTHER (SPECIFY)
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,953
Insurance broker nameWALLACE WELCH & WILLINGHAM
AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 )
Policy contract numberUS322543
Policy instance 1
Insurance contract or identification numberUS322543
Number of Individuals Covered350
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $92,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,375
Insurance broker organization code?3
Insurance broker namePLANSOURCE HOLDINGS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131334 00
Policy instance 4
Insurance contract or identification number000010131334 00
Number of Individuals Covered150
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $1,437
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,437
Insurance broker nameWALLACE WELCH & WILLINGHAM
ADVANTICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7-(C):VISION
Policy instance 3
Insurance contract or identification number7-(C):VISION
Number of Individuals Covered160
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $1,687
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,687
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH AND WILLINGHAM
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D020158 00
Policy instance 2
Insurance contract or identification number00001D020158 00
Number of Individuals Covered159
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $3,081
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,081
Insurance broker organization code?3
Insurance broker nameWALLACE WELCH & WILLINGHAM INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131333 00
Policy instance 6
Insurance contract or identification number000010131333 00
Number of Individuals Covered159
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $1,336
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,336
Insurance broker nameWALLACE WELCH & WILLINGHAM
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131333 00
Policy instance 6
Insurance contract or identification number000010131333 00
Number of Individuals Covered156
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $13,341
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131335 00
Policy instance 5
Insurance contract or identification number000010131335 00
Number of Individuals Covered149
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $1,867
Other welfare benefits providedOTHER SPECIFY
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010131334 00
Policy instance 4
Insurance contract or identification number000010131334 00
Number of Individuals Covered149
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $1,554
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ADVANTICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7-CVISION
Policy instance 3
Insurance contract or identification number7-CVISION
Number of Individuals Covered155
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $1,678
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D020158 00
Policy instance 2
Insurance contract or identification number00001D020158 00
Number of Individuals Covered153
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $3,231
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 )
Policy contract numberUS322543
Policy instance 1
Insurance contract or identification numberUS322543
Number of Individuals Covered339
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $19,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ADVANTICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7-C VISION
Policy instance 3
Insurance contract or identification number7-C VISION
Number of Individuals Covered153
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $1,597
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D020158
Policy instance 2
Insurance contract or identification number00001D020158
Number of Individuals Covered150
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $3,001
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,730
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 )
Policy contract numberUS322543
Policy instance 1
Insurance contract or identification numberUS322543
Number of Individuals Covered334
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $79,487
Welfare Benefit Premiums Paid to CarrierUSD $1,340,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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