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BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 401k Plan overview

Plan NameBARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN
Plan identification number 503

BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN Benefits

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

401k Sponsoring company profile

BARRIERE CONSTRUCTION COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:BARRIERE CONSTRUCTION COMPANY, LLC
Employer identification number (EIN):610624047
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032020-05-01
5032019-05-01
5032018-05-01
5032017-05-01HEATH D WAHDEN
5032016-05-01CHARLES W. CASSREINO, JR.
5032015-05-01CHARLES W. CASSREINO, JR.
5032014-05-01CHARLES W. CASSREINO, JR.
5032013-05-01CHARLES W. CASSREINO, JR.
5032012-05-01CHARLES W. CASSREINO, JR.
5032011-05-01CHARLES W CASSREINO JR
5032010-05-01CHARLES W CASSREINO JR
5032009-05-01CHARLES CASSREINO

Plan Statistics for BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN

401k plan membership statisitcs for BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN

Measure Date Value
2020: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01334
Total number of active participants reported on line 7a of the Form 55002020-05-01364
Total of all active and inactive participants2020-05-01364
Total participants2020-05-01364
2019: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01373
Total number of active participants reported on line 7a of the Form 55002019-05-01334
Total of all active and inactive participants2019-05-01334
Total participants2019-05-01334
2018: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01375
Total number of active participants reported on line 7a of the Form 55002018-05-01373
Total of all active and inactive participants2018-05-01373
Total participants2018-05-01373
2017: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-010
Total number of active participants reported on line 7a of the Form 55002017-05-01375
Total of all active and inactive participants2017-05-01375
Total participants2017-05-01375
2016: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-010
Total number of active participants reported on line 7a of the Form 55002016-05-01407
Total of all active and inactive participants2016-05-01407
Total participants2016-05-01407
2015: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01415
Total number of active participants reported on line 7a of the Form 55002015-05-01392
Total of all active and inactive participants2015-05-01392
Total participants2015-05-010
2014: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01383
Total number of active participants reported on line 7a of the Form 55002014-05-01415
Total of all active and inactive participants2014-05-01415
Total participants2014-05-010
2013: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01368
Total number of active participants reported on line 7a of the Form 55002013-05-01383
Total of all active and inactive participants2013-05-01383
Total participants2013-05-010
2012: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01365
Total number of active participants reported on line 7a of the Form 55002012-05-01368
Total of all active and inactive participants2012-05-01368
Total participants2012-05-010
2011: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01393
Total number of active participants reported on line 7a of the Form 55002011-05-01365
Total of all active and inactive participants2011-05-01365
Total participants2011-05-01365
2010: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01408
Total number of active participants reported on line 7a of the Form 55002010-05-01393
Total of all active and inactive participants2010-05-01393
Total participants2010-05-01393
2009: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01409
Total number of active participants reported on line 7a of the Form 55002009-05-01408
Total of all active and inactive participants2009-05-01408
Total participants2009-05-01408

Form 5500 Responses for BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN

2020: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01This submission is the final filingYes
2020-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – General assets of the sponsorYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – General assets of the sponsorYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – General assets of the sponsorYes
2016-05-01Plan benefit arrangement – InsuranceYes
2015: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – General assets of the sponsorYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – General assets of the sponsorYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – General assets of the sponsorYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – General assets of the sponsorYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: BARRIERE CONSTRUCTION COMPANY, LLC BENEFIT PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – General assets of the sponsorYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567185
Policy instance 4
Insurance contract or identification number567185
Number of Individuals Covered18
Insurance policy start date2020-05-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $5,789
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $40,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,789
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 3
Insurance contract or identification numberG000AWL7
Number of Individuals Covered123
Insurance policy start date2020-05-01
Insurance policy end date2021-01-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,807
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 brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 2
Insurance contract or identification numberG000AWL7
Number of Individuals Covered177
Insurance policy start date2020-05-01
Insurance policy end date2021-01-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,349
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 brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 1
Insurance contract or identification numberG000AWL7
Number of Individuals Covered364
Insurance policy start date2020-05-01
Insurance policy end date2021-01-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,267
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 brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 2
Insurance contract or identification numberG000AWL7
Number of Individuals Covered123
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of fees paid to insurance companyUSD $1,986
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1986
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 numberG000AWL7
Policy instance 1
Insurance contract or identification numberG000AWL7
Number of Individuals Covered334
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of fees paid to insurance companyUSD $2,127
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2127
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567185
Policy instance 4
Insurance contract or identification number567185
Number of Individuals Covered19
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of fees paid to insurance companyUSD $6,952
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $46,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6952
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 3
Insurance contract or identification numberG000AWL7
Number of Individuals Covered178
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of fees paid to insurance companyUSD $2,191
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2191
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 numberG000AWL7
Policy instance 2
Insurance contract or identification numberG000AWL7
Number of Individuals Covered207
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of fees paid to insurance companyUSD $2,049
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2049
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 numberG000AWL7
Policy instance 1
Insurance contract or identification numberG000AWL7
Number of Individuals Covered373
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of fees paid to insurance companyUSD $2,297
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2297
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 numberG000AWL7
Policy instance 3
Insurance contract or identification numberG000AWL7
Number of Individuals Covered131
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of fees paid to insurance companyUSD $1,989
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1989
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567185
Policy instance 4
Insurance contract or identification number567185
Number of Individuals Covered21
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of fees paid to insurance companyUSD $6,668
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $44,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6668
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567185
Policy instance 4
Insurance contract or identification number567185
Number of Individuals Covered7
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of fees paid to insurance companyUSD $5,899
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $39,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5899
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 3
Insurance contract or identification numberG000AWL7
Number of Individuals Covered194
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of fees paid to insurance companyUSD $3,562
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3562
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 2
Insurance contract or identification numberG000AWL7
Number of Individuals Covered375
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of fees paid to insurance companyUSD $4,045
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4045
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 1
Insurance contract or identification numberG000AWL7
Number of Individuals Covered139
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of fees paid to insurance companyUSD $3,486
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3486
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567185
Policy instance 4
Insurance contract or identification number567185
Number of Individuals Covered21
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $5,839
Total amount of fees paid to insurance companyUSD $513
Other welfare benefits providedLONG TERM CARE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,839
Amount paid for insurance broker fees513
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 1
Insurance contract or identification numberG000AWL7
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of fees paid to insurance companyUSD $1,552
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1552
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 3
Insurance contract or identification numberG000AWL7
Number of Individuals Covered146
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of fees paid to insurance companyUSD $1,273
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1273
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AWL7
Policy instance 2
Insurance contract or identification numberG000AWL7
Number of Individuals Covered221
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of fees paid to insurance companyUSD $1,506
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1506
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157753
Policy instance 3
Insurance contract or identification number000010157753
Number of Individuals Covered415
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of fees paid to insurance companyUSD $1,749
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1749
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567185
Policy instance 4
Insurance contract or identification number567185
Number of Individuals Covered23
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $5,542
Total amount of fees paid to insurance companyUSD $739
Other welfare benefits providedLONG TERM CARE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,542
Amount paid for insurance broker fees739
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157752
Policy instance 2
Insurance contract or identification number000010157752
Number of Individuals Covered135
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of fees paid to insurance companyUSD $1,053
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1053
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157754
Policy instance 1
Insurance contract or identification number000010157754
Number of Individuals Covered304
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of fees paid to insurance companyUSD $1,171
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1171
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157753
Policy instance 3
Insurance contract or identification number000010157753
Number of Individuals Covered121
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of fees paid to insurance companyUSD $2,174
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2174
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameTIKIA CONSTULTING GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157752
Policy instance 2
Insurance contract or identification number000010157752
Number of Individuals Covered383
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of fees paid to insurance companyUSD $3,763
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3763
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameTIKIA CONSULTING GROUP, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157754
Policy instance 1
Insurance contract or identification number000010157754
Number of Individuals Covered328
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of fees paid to insurance companyUSD $2,562
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2562
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameTIKIA CONSULTING GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567185
Policy instance 4
Insurance contract or identification number567185
Number of Individuals Covered22
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $5,157
Total amount of fees paid to insurance companyUSD $688
Other welfare benefits providedLONG TERM CARE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,157
Amount paid for insurance broker fees688
Insurance broker nameLOCKTON COMPANIES, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157753
Policy instance 1
Insurance contract or identification number000010157753
Number of Individuals Covered114
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $13,143
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 $13,143
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameTIKIA CONSTULTING GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157754
Policy instance 3
Insurance contract or identification number000010157754
Number of Individuals Covered316
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $15,468
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 $15,468
Insurance broker organization code?3
Insurance broker nameTIKIA CONSULTING GROUP, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010157752
Policy instance 2
Insurance contract or identification number000010157752
Number of Individuals Covered368
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $22,770
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 $22,770
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameTIKIA CONSULTING GROUP, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 161043
Policy instance 3
Insurance contract or identification numberG 161043
Number of Individuals Covered326
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $16,625
Total amount of fees paid to insurance companyUSD $913
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 147088
Policy instance 2
Insurance contract or identification numberGL 147088
Number of Individuals Covered365
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $20,138
Total amount of fees paid to insurance companyUSD $1,137
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 120750
Policy instance 1
Insurance contract or identification numberLTD 120750
Number of Individuals Covered108
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $11,032
Total amount of fees paid to insurance companyUSD $600
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 161043
Policy instance 3
Insurance contract or identification numberG 161043
Number of Individuals Covered339
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $18,449
Total amount of fees paid to insurance companyUSD $1,301
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 $18,449
Amount paid for insurance broker fees1301
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameTIKIA CONSULTING GROUP, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 147088
Policy instance 2
Insurance contract or identification numberGL 147088
Number of Individuals Covered393
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $22,638
Total amount of fees paid to insurance companyUSD $1,580
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 $22,638
Amount paid for insurance broker fees1580
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameTIKIA CONSULTING GROUP, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 120750
Policy instance 1
Insurance contract or identification numberLTD 120750
Number of Individuals Covered113
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $12,059
Total amount of fees paid to insurance companyUSD $847
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 $12,059
Amount paid for insurance broker fees847
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameTIKIA CONSTULTING GROUP

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