B & M PRECISION, INC. has sponsored the creation of one or more 401k plans.
Additional information about B & M PRECISION, INC.
Submission information for form 5500 for 401k plan B & M PRECISION INC BENEFIT PLAN
Measure | Date | Value |
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2021: B & M PRECISION INC BENEFIT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-08-01 | 251 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 255 |
Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
Total of all active and inactive participants | 2021-08-01 | 255 |
2020: B & M PRECISION INC BENEFIT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-08-01 | 535 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 251 |
Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
Total of all active and inactive participants | 2020-08-01 | 251 |
2019: B & M PRECISION INC BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-08-01 | 424 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 535 |
Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
Total of all active and inactive participants | 2019-08-01 | 535 |
2018: B & M PRECISION INC BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-08-01 | 391 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 424 |
Number of retired or separated participants receiving benefits | 2018-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
Total of all active and inactive participants | 2018-08-01 | 424 |
2017: B & M PRECISION INC BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
Total of all active and inactive participants | 2017-08-01 | 0 |
2016: B & M PRECISION INC BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
Total of all active and inactive participants | 2016-08-01 | 0 |
2015: B & M PRECISION INC BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
Total of all active and inactive participants | 2015-08-01 | 0 |
2014: B & M PRECISION INC BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-08-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 0 |
Total of all active and inactive participants | 2014-08-01 | 0 |
2013: B & M PRECISION INC BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-08-01 | 314 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 314 |
Total of all active and inactive participants | 2013-08-01 | 314 |
2012: B & M PRECISION INC BENEFIT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-08-01 | 339 |
Total of all active and inactive participants | 2012-08-01 | 0 |
2011: B & M PRECISION INC BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-08-01 | 334 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 339 |
Total of all active and inactive participants | 2011-08-01 | 339 |
2010: B & M PRECISION INC BENEFIT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-08-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 334 |
Total of all active and inactive participants | 2010-08-01 | 334 |
Measure | Date | Value |
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2022 : B & M PRECISION INC BENEFIT PLAN 2022 401k financial data |
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Total income from all sources | 2022-07-31 | $0 |
Total plan assets at end of year | 2022-07-31 | $0 |
Total plan assets at beginning of year | 2022-07-31 | $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 |
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Total income from all sources | 2021-07-31 | $0 |
Total plan assets at end of year | 2021-07-31 | $0 |
Total plan assets at beginning of year | 2021-07-31 | $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 |
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Total income from all sources | 2020-07-31 | $0 |
Total plan assets at end of year | 2020-07-31 | $0 |
Total plan assets at beginning of year | 2020-07-31 | $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 |
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Total income from all sources | 2019-07-31 | $0 |
Total plan assets at end of year | 2019-07-31 | $0 |
Total plan assets at beginning of year | 2019-07-31 | $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 |
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Total income from all sources | 2018-07-31 | $0 |
Total plan assets at end of year | 2018-07-31 | $0 |
Total plan assets at beginning of year | 2018-07-31 | $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 |
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Total income from all sources | 2017-07-31 | $0 |
Total plan assets at end of year | 2017-07-31 | $0 |
Total plan assets at beginning of year | 2017-07-31 | $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 |
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Total income from all sources | 2016-07-31 | $0 |
Total plan assets at end of year | 2016-07-31 | $0 |
Total plan assets at beginning of year | 2016-07-31 | $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 |
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Total income from all sources | 2015-07-31 | $0 |
Total plan assets at end of year | 2015-07-31 | $0 |
Total plan assets at beginning of year | 2015-07-31 | $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 |
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Total income from all sources | 2014-07-31 | $0 |
Total plan assets at end of year | 2014-07-31 | $0 |
Total plan assets at beginning of year | 2014-07-31 | $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 |
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Total income from all sources | 2013-07-31 | $0 |
Total plan assets at end of year | 2013-07-31 | $0 |
Total plan assets at beginning of year | 2013-07-31 | $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 |
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Total income from all sources | 2012-07-31 | $0 |
Total plan assets at end of year | 2012-07-31 | $0 |
Total plan assets at beginning of year | 2012-07-31 | $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 |
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Total plan assets at end of year | 2011-07-31 | $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 |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 2 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 245 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $3,167 | Total amount of fees paid to insurance company | USD $1,537 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,167 | Amount paid for insurance broker fees | 1537 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 863523 |
Policy instance | 6 |
Insurance contract or identification number | 863523 | Number of Individuals Covered | 242 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $1,915 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,915 | Insurance broker organization code? | 3 |
|
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 863523 |
Policy instance | 5 |
Insurance contract or identification number | 863523 | Number of Individuals Covered | 242 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $15,576 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,576 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 4 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 118 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $10,200 | Total amount of fees paid to insurance company | USD $3,540 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,200 | Amount paid for insurance broker fees | 3540 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 3 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 246 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $6,466 | Total amount of fees paid to insurance company | USD $3,113 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,466 | Amount paid for insurance broker fees | 3113 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 1 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 245 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $3,402 | Total amount of fees paid to insurance company | USD $1,638 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOLUNTARY AD&D | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,402 | Amount paid for insurance broker fees | 1638 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 933124 |
Policy instance | 7 |
Insurance contract or identification number | 933124 | Number of Individuals Covered | 255 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Total amount of commissions paid to insurance broker | USD $44,901 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $44,901 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 2 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 252 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $5,950 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,950 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 1 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 131 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $10,279 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOLUNTARY AD&D | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,279 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 3 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 252 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $3,129 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,129 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 4 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 252 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $2,945 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,945 | Insurance broker organization code? | 3 |
|
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 863523 |
Policy instance | 5 |
Insurance contract or identification number | 863523 | Number of Individuals Covered | 249 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $13,873 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,873 | Insurance broker organization code? | 3 |
|
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 863523 |
Policy instance | 6 |
Insurance contract or identification number | 863523 | Number of Individuals Covered | 249 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $2,024 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,024 | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 914770 |
Policy instance | 7 |
Insurance contract or identification number | 914770 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Health Insurance Welfare Benefit | Yes | 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 broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 933124 |
Policy instance | 8 |
Insurance contract or identification number | 933124 | Number of Individuals Covered | 249 | Insurance policy start date | 2020-08-01 | Insurance policy end date | 2021-07-31 | Total amount of commissions paid to insurance broker | USD $41,462 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $41,462 | Insurance broker organization code? | 3 |
|
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 933124 |
Policy instance | 8 |
Insurance contract or identification number | 933124 | Number of Individuals Covered | 265 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $27,901 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,901 | Insurance broker organization code? | 3 |
|
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 863523 |
Policy instance | 6 |
Insurance contract or identification number | 863523 | Number of Individuals Covered | 271 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $1,956 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,956 | Insurance broker organization code? | 3 |
|
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 863523 |
Policy instance | 5 |
Insurance contract or identification number | 863523 | Number of Individuals Covered | 271 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $13,348 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,348 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 4 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 276 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $3,065 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,065 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 3 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 276 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $3,243 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,243 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 2 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 276 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $6,171 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,171 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 1 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 145 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $10,513 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOLUNTARY AD&D | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,513 | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 914770 |
Policy instance | 7 |
Insurance contract or identification number | 914770 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Health Insurance Welfare Benefit | Yes | 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 broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 863523 |
Policy instance | 6 |
Insurance contract or identification number | 863523 | Number of Individuals Covered | 274 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $1,817 | Total amount of fees paid to insurance company | USD $500 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,817 | Amount paid for insurance broker fees | 500 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 1 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 159 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $10,235 | Total amount of fees paid to insurance company | USD $2,239 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOLUNTARY AD&D | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,235 | Amount paid for insurance broker fees | 2239 | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 914770 |
Policy instance | 7 |
Insurance contract or identification number | 914770 | Number of Individuals Covered | 424 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $10,406 | Total amount of fees paid to insurance company | USD $114,157 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,406 | Amount paid for insurance broker fees | 114157 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 863523 |
Policy instance | 5 |
Insurance contract or identification number | 863523 | Number of Individuals Covered | 274 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $11,831 | Total amount of fees paid to insurance company | USD $500 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,831 | Amount paid for insurance broker fees | 500 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 4 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 283 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $3,004 | Total amount of fees paid to insurance company | USD $777 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,004 | Amount paid for insurance broker fees | 777 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 3 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 253 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $2,897 | Total amount of fees paid to insurance company | USD $777 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,897 | Amount paid for insurance broker fees | 777 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 2 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 253 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $5,453 | Total amount of fees paid to insurance company | USD $1,467 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,453 | Amount paid for insurance broker fees | 1467 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0737910 |
Policy instance | 6 |
Insurance contract or identification number | 0737910 | Number of Individuals Covered | 453 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $17,244 | Total amount of fees paid to insurance company | USD $698 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,244 | Amount paid for insurance broker fees | 698 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 5 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 150 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $11,592 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,592 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 4 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 238 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $2,853 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,853 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 3 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 233 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $5,376 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,376 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 2 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 234 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $2,819 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,819 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 0737910HNO |
Policy instance | 1 |
Insurance contract or identification number | 0737910HNO | Number of Individuals Covered | 391 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $130,992 | Total amount of fees paid to insurance company | USD $7,350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $130,992 | Amount paid for insurance broker fees | 7350 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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ADVANTICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12278 ) |
Policy contract number | 10084201 |
Policy instance | 3 |
Insurance contract or identification number | 10084201 | Number of Individuals Covered | 466 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $2,832 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,832 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH AND WILLINGHAM |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 4 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 253 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $3,913 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,913 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 5 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 253 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $2,364 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,364 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 6 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 160 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $8,480 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,480 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 00613883 |
Policy instance | 7 |
Insurance contract or identification number | 00613883 | Number of Individuals Covered | 357 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $12,765 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,765 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 2 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 272 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $2,330 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,330 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 00613883 |
Policy instance | 1 |
Insurance contract or identification number | 00613883 | Number of Individuals Covered | 332 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of fees paid to insurance company | USD $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 fees | 129623 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 7 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 130 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $6,478 | Total amount of fees paid to insurance company | USD $352 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,478 | Amount paid for insurance broker fees | 352 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 6 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 199 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $1,822 | Total amount of fees paid to insurance company | USD $158 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,822 | Amount paid for insurance broker fees | 158 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 4 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 198 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $2,960 | Total amount of fees paid to insurance company | USD $256 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,960 | Amount paid for insurance broker fees | 256 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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ADVANTICA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 10084201 |
Policy instance | 3 |
Insurance contract or identification number | 10084201 | Number of Individuals Covered | 416 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $2,238 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,238 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH AND WILLINGHAM |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 0474664HNO |
Policy instance | 1 |
Insurance contract or identification number | 0474664HNO | Number of Individuals Covered | 379 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $21,858 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,858 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 2 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 240 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $1,806 | Total amount of fees paid to insurance company | USD $136 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,806 | Amount paid for insurance broker fees | 136 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AT7S |
Policy instance | 5 |
Insurance contract or identification number | G000AT7S | Number of Individuals Covered | 233 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $6,205 | Total amount of fees paid to insurance company | USD $217 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,205 | Amount paid for insurance broker fees | 217 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010131334 00 |
Policy instance | 4 |
Insurance contract or identification number | 000010131334 00 | Number of Individuals Covered | 158 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $1,573 | Total amount of fees paid to insurance company | USD $75 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,573 | Amount paid for insurance broker fees | 75 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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ADVANTICA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 7-(C):VISION |
Policy instance | 3 |
Insurance contract or identification number | 7-(C):VISION | Number of Individuals Covered | 177 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $1,996 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,996 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH AND WILLINGHAM |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010131333 00 |
Policy instance | 6 |
Insurance contract or identification number | 000010131333 00 | Number of Individuals Covered | 181 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $1,461 | Total amount of fees paid to insurance company | USD $68 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,461 | Amount paid for insurance broker fees | 68 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 00001D020158 00 |
Policy instance | 2 |
Insurance contract or identification number | 00001D020158 00 | Number of Individuals Covered | 177 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $3,223 | Total amount of fees paid to insurance company | USD $101 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,223 | Amount paid for insurance broker fees | 101 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 0474664HNO |
Policy instance | 1 |
Insurance contract or identification number | 0474664HNO | Number of Individuals Covered | 314 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $14,735 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,463 | Insurance broker organization code? | 3 | Insurance broker name | PLANSOURCE HOLDINGS INC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010131335 00 |
Policy instance | 5 |
Insurance contract or identification number | 000010131335 00 | Number of Individuals Covered | 158 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $2,144 | Total amount of fees paid to insurance company | USD $94 | Other welfare benefits provided | OTHER (SPECIFY) | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,144 | Amount paid for insurance broker fees | 94 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010131335 00 |
Policy instance | 5 |
Insurance contract or identification number | 000010131335 00 | Number of Individuals Covered | 149 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $1,953 | Other welfare benefits provided | OTHER (SPECIFY) | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,953 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | US322543 |
Policy instance | 1 |
Insurance contract or identification number | US322543 | Number of Individuals Covered | 350 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $92,010 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $77,375 | Insurance broker organization code? | 3 | Insurance broker name | PLANSOURCE HOLDINGS INC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010131334 00 |
Policy instance | 4 |
Insurance contract or identification number | 000010131334 00 | Number of Individuals Covered | 150 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $1,437 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,437 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
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ADVANTICA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 7-(C):VISION |
Policy instance | 3 |
Insurance contract or identification number | 7-(C):VISION | Number of Individuals Covered | 160 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $1,687 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,687 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH AND WILLINGHAM |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 00001D020158 00 |
Policy instance | 2 |
Insurance contract or identification number | 00001D020158 00 | Number of Individuals Covered | 159 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $3,081 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,081 | Insurance broker organization code? | 3 | Insurance broker name | WALLACE WELCH & WILLINGHAM INC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010131333 00 |
Policy instance | 6 |
Insurance contract or identification number | 000010131333 00 | Number of Individuals Covered | 159 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $1,336 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,336 | Insurance broker name | WALLACE WELCH & WILLINGHAM |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010131333 00 |
Policy instance | 6 |
Insurance contract or identification number | 000010131333 00 | Number of Individuals Covered | 156 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $13,341 | Life Insurance Welfare Benefit | Yes | 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 number | 000010131335 00 |
Policy instance | 5 |
Insurance contract or identification number | 000010131335 00 | Number of Individuals Covered | 149 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $1,867 | Other welfare benefits provided | OTHER 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 number | 000010131334 00 |
Policy instance | 4 |
Insurance contract or identification number | 000010131334 00 | Number of Individuals Covered | 149 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $1,554 | Long Term Disability Insurance Welfare Benefit | Yes | 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 number | 7-CVISION |
Policy instance | 3 |
Insurance contract or identification number | 7-CVISION | Number of Individuals Covered | 155 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $1,678 | Vision Insurance Welfare Benefit | Yes | 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 number | 00001D020158 00 |
Policy instance | 2 |
Insurance contract or identification number | 00001D020158 00 | Number of Individuals Covered | 153 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $3,231 | Dental Insurance Welfare Benefit | Yes | 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 number | US322543 |
Policy instance | 1 |
Insurance contract or identification number | US322543 | Number of Individuals Covered | 339 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $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 number | 7-C VISION |
Policy instance | 3 |
Insurance contract or identification number | 7-C VISION | Number of Individuals Covered | 153 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $1,597 | Vision Insurance Welfare Benefit | Yes | 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 number | 00001D020158 |
Policy instance | 2 |
Insurance contract or identification number | 00001D020158 | Number of Individuals Covered | 150 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $3,001 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | US322543 |
Policy instance | 1 |
Insurance contract or identification number | US322543 | Number of Individuals Covered | 334 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $79,487 | Welfare Benefit Premiums Paid to Carrier | USD $1,340,281 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|