NARMC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2023: NARMC EMPLOYEE FLEX PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 292 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 296 |
2022: NARMC EMPLOYEE FLEX PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 284 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 298 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 298 |
2021: NARMC EMPLOYEE FLEX PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 560 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 496 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 504 |
2020: NARMC EMPLOYEE FLEX PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 605 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 532 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 540 |
2019: NARMC EMPLOYEE FLEX PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-07-01 | 640 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 599 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 9 |
Total of all active and inactive participants | 2019-07-01 | 608 |
2018: NARMC EMPLOYEE FLEX PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-07-01 | 629 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 626 |
Total of all active and inactive participants | 2018-07-01 | 626 |
2017: NARMC EMPLOYEE FLEX PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-07-01 | 618 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 629 |
Total of all active and inactive participants | 2017-07-01 | 629 |
Total participants, beginning-of-year | 2017-04-01 | 620 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 627 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 627 |
2016: NARMC EMPLOYEE FLEX PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-07-01 | 572 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 618 |
Total of all active and inactive participants | 2016-07-01 | 618 |
Total participants, beginning-of-year | 2016-04-01 | 620 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 627 |
Total of all active and inactive participants | 2016-04-01 | 627 |
Total participants | 2016-04-01 | 627 |
2015: NARMC EMPLOYEE FLEX PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-07-01 | 551 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 572 |
Total of all active and inactive participants | 2015-07-01 | 572 |
Total participants, beginning-of-year | 2015-04-01 | 603 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 620 |
Total of all active and inactive participants | 2015-04-01 | 620 |
Total participants | 2015-04-01 | 620 |
2014: NARMC EMPLOYEE FLEX PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-07-01 | 566 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 551 |
Total of all active and inactive participants | 2014-07-01 | 551 |
Total participants, beginning-of-year | 2014-04-01 | 583 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 603 |
Total of all active and inactive participants | 2014-04-01 | 603 |
Total participants | 2014-04-01 | 603 |
2013: NARMC EMPLOYEE FLEX PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-07-01 | 554 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 566 |
Total of all active and inactive participants | 2013-07-01 | 566 |
Total participants, beginning-of-year | 2013-04-01 | 585 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 583 |
Total of all active and inactive participants | 2013-04-01 | 583 |
Total participants | 2013-04-01 | 583 |
2012: NARMC EMPLOYEE FLEX PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-07-01 | 554 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 554 |
Total of all active and inactive participants | 2012-07-01 | 554 |
Total participants, beginning-of-year | 2012-04-01 | 589 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 585 |
Total of all active and inactive participants | 2012-04-01 | 585 |
Total participants | 2012-04-01 | 585 |
2011: NARMC EMPLOYEE FLEX PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-04-01 | 559 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 589 |
Total of all active and inactive participants | 2011-04-01 | 589 |
Total participants | 2011-04-01 | 589 |
2009: NARMC EMPLOYEE FLEX PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-04-01 | 1,296 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 1,261 |
Total of all active and inactive participants | 2009-04-01 | 1,261 |
Total participants | 2009-04-01 | 1,261 |
2023: NARMC EMPLOYEE FLEX PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2022: NARMC EMPLOYEE FLEX PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: NARMC EMPLOYEE FLEX PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: NARMC EMPLOYEE FLEX PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: NARMC EMPLOYEE FLEX PLAN 2019 form 5500 responses |
---|
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: NARMC EMPLOYEE FLEX PLAN 2018 form 5500 responses |
---|
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: NARMC EMPLOYEE FLEX PLAN 2017 form 5500 responses |
---|
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Insurance | Yes |
2017-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-04-01 | Plan benefit arrangement – Insurance | Yes |
2017-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: NARMC EMPLOYEE FLEX PLAN 2016 form 5500 responses |
---|
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Insurance | Yes |
2016-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-04-01 | Plan benefit arrangement – Insurance | Yes |
2016-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: NARMC EMPLOYEE FLEX PLAN 2015 form 5500 responses |
---|
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-04-01 | Plan benefit arrangement – Insurance | Yes |
2015-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: NARMC EMPLOYEE FLEX PLAN 2014 form 5500 responses |
---|
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2014-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: NARMC EMPLOYEE FLEX PLAN 2013 form 5500 responses |
---|
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2013-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: NARMC EMPLOYEE FLEX PLAN 2012 form 5500 responses |
---|
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | First time form 5500 has been submitted | Yes |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2012-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: NARMC EMPLOYEE FLEX PLAN 2011 form 5500 responses |
---|
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2011-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: NARMC EMPLOYEE FLEX PLAN 2009 form 5500 responses |
---|
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | Yes |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
2009-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 0755482 |
Policy instance | 6 |
Insurance contract or identification number | 0755482 | Number of Individuals Covered | 278 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Total amount of commissions paid to insurance broker | USD $6,945 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $69,604 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,945 | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | OA904 |
Policy instance | 5 |
Insurance contract or identification number | OA904 | Number of Individuals Covered | 421 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Total amount of commissions paid to insurance broker | USD $15,735 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, CANCER, INTENSIVE | Welfare Benefit Premiums Paid to Carrier | USD $81,938 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,917 | Insurance broker organization code? | 3 | Insurance broker name | RANDY J ROSE |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 204679 |
Policy instance | 3 |
Insurance contract or identification number | VAR 204679 | Number of Individuals Covered | 417 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Total amount of commissions paid to insurance broker | USD $391 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $7,225 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $391 | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | NUTA-1168-J |
Policy instance | 4 |
Insurance contract or identification number | NUTA-1168-J | Number of Individuals Covered | 618 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $236,171 | 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 number | GL 146101 |
Policy instance | 2 |
Insurance contract or identification number | GL 146101 | Number of Individuals Covered | 627 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Total amount of commissions paid to insurance broker | USD $5,519 | Total amount of fees paid to insurance company | USD $3,038 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $151,910 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,519 | Amount paid for insurance broker fees | 3038 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 119601 |
Policy instance | 1 |
Insurance contract or identification number | LTD 119601 | Number of Individuals Covered | 627 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Total amount of commissions paid to insurance broker | USD $6,425 | Total amount of fees paid to insurance company | USD $2,425 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $242,536 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,425 | Amount paid for insurance broker fees | 2425 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 204679 |
Policy instance | 2 |
Insurance contract or identification number | VAR 204679 | Number of Individuals Covered | 274 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,356 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | JERRY WICKWARE |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 119601 |
Policy instance | 3 |
Insurance contract or identification number | LTD 119601 | Number of Individuals Covered | 605 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $6,557 | Total amount of fees paid to insurance company | USD $2,557 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $237,712 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,557 | Amount paid for insurance broker fees | 2557 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | OA904 |
Policy instance | 4 |
Insurance contract or identification number | OA904 | Number of Individuals Covered | 447 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $15,198 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $86,278 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,760 | Insurance broker organization code? | 3 | Insurance broker name | RANDY J ROSE |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 0755482 |
Policy instance | 5 |
Insurance contract or identification number | 0755482 | Number of Individuals Covered | 245 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $6,386 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $64,223 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,386 | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 146101 |
Policy instance | 6 |
Insurance contract or identification number | GL 146101 | Number of Individuals Covered | 620 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $4,974 | Total amount of fees paid to insurance company | USD $3,355 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $142,271 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,974 | Amount paid for insurance broker fees | 3355 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | NUTA-1168 |
Policy instance | 1 |
Insurance contract or identification number | NUTA-1168 | Number of Individuals Covered | 572 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2015-06-30 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $254,889 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | OA904 |
Policy instance | 3 |
Insurance contract or identification number | OA904 | Number of Individuals Covered | 498 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $16,685 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $88,642 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,777 | Insurance broker organization code? | 3 | Insurance broker name | RANDY J ROSE |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | NUTA-1168 |
Policy instance | 4 |
Insurance contract or identification number | NUTA-1168 | Number of Individuals Covered | 551 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-07-01 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $224,940 | 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 number | GL 146101 |
Policy instance | 5 |
Insurance contract or identification number | GL 146101 | Number of Individuals Covered | 603 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,979 | Total amount of fees paid to insurance company | USD $855 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $169,168 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,979 | Amount paid for insurance broker fees | 855 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 0755482 |
Policy instance | 2 |
Insurance contract or identification number | 0755482 | Number of Individuals Covered | 238 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $5,916 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $59,098 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $308 | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 119601 |
Policy instance | 1 |
Insurance contract or identification number | LTD 119601 | Number of Individuals Covered | 625 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $3,794 | Total amount of fees paid to insurance company | USD $1,444 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $197,266 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,794 | Amount paid for insurance broker fees | 1444 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 ) |
Policy contract number | NUWR-1022 |
Policy instance | 2 |
Insurance contract or identification number | NUWR-1022 | Number of Individuals Covered | 566 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-07-01 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $192,798 | 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 number | LTD 119601 |
Policy instance | 3 |
Insurance contract or identification number | LTD 119601 | Number of Individuals Covered | 583 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $4,802 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $212,211 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,802 | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | OA904 |
Policy instance | 4 |
Insurance contract or identification number | OA904 | Number of Individuals Covered | 552 | Insurance policy start date | 2013-06-30 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $19,388 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $92,339 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,879 | Insurance broker organization code? | 3 | Insurance broker name | RANDY J ROSE |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 0755482 |
Policy instance | 5 |
Insurance contract or identification number | 0755482 | Number of Individuals Covered | 213 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $5,104 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $53,293 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,104 | Insurance broker organization code? | 3 | Insurance broker name | HAGAN, NEWKIRK FINANCIAL SERVICES |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 146101 |
Policy instance | 1 |
Insurance contract or identification number | GL 146101 | Number of Individuals Covered | 583 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $5,402 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $156,071 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,402 | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 207499 |
Policy instance | 2 |
Insurance contract or identification number | 207499 | Number of Individuals Covered | 242 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $4,637 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $46,368 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,637 | Insurance broker organization code? | 3 | Insurance broker name | HAGAN, NEWKIRK FINANCIAL SERVICES |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | OA904 |
Policy instance | 3 |
Insurance contract or identification number | OA904 | Number of Individuals Covered | 581 | Insurance policy start date | 2012-06-30 | Insurance policy end date | 2013-07-01 | Total amount of commissions paid to insurance broker | USD $21,306 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $119,182 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,354 | Insurance broker organization code? | 3 | Insurance broker name | RANDY J ROSE |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 146101 |
Policy instance | 4 |
Insurance contract or identification number | GL 146101 | Number of Individuals Covered | 585 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $8,389 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $233,113 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,059 | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 ) |
Policy contract number | NUWR-1008 |
Policy instance | 5 |
Insurance contract or identification number | NUWR-1008 | Number of Individuals Covered | 554 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-07-01 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $172,707 | 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 number | LTD 119601 |
Policy instance | 1 |
Insurance contract or identification number | LTD 119601 | Number of Individuals Covered | 585 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $6,706 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $153,038 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,398 | Insurance broker organization code? | 3 | Insurance broker name | CRAIG A LOWRANCE |
|
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | GL-0006 |
Policy instance | 6 |
Insurance contract or identification number | GL-0006 | Number of Individuals Covered | 492 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $141,775 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | OA904 |
Policy instance | 1 |
Insurance contract or identification number | OA904 | Number of Individuals Covered | 533 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $17,450 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $93,033 | 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 number | VAR 204679 |
Policy instance | 2 |
Insurance contract or identification number | VAR 204679 | Number of Individuals Covered | 511 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $312 | Total amount of fees paid to insurance company | USD $153 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $3,119 | 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 number | GL 146101 |
Policy instance | 3 |
Insurance contract or identification number | GL 146101 | Number of Individuals Covered | 589 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $3,697 | Total amount of fees paid to insurance company | USD $3,403 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $128,920 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 207499 |
Policy instance | 4 |
Insurance contract or identification number | 207499 | Number of Individuals Covered | 178 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $4,087 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $40,873 | 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 number | LTD 119601 |
Policy instance | 5 |
Insurance contract or identification number | LTD 119601 | Number of Individuals Covered | 542 | Insurance policy start date | 2010-10-01 | Insurance policy end date | 2011-09-30 | Total amount of commissions paid to insurance broker | USD $5,344 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $134,422 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 207499 |
Policy instance | 1 |
Insurance contract or identification number | 207499 | Number of Individuals Covered | 131 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $3,434 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $34,346 | Commission paid to Insurance Broker | USD $3,434 | Insurance broker organization code? | 3 | Insurance broker name | HAGAN, NEWKIRK FINANCIAL SERVICES |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | OA904 |
Policy instance | 2 |
Insurance contract or identification number | OA904 | Number of Individuals Covered | 450 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $4,757 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENT, CANCER, AND INTENSIVE | Welfare Benefit Premiums Paid to Carrier | USD $25,154 | Commission paid to Insurance Broker | USD $1,274 | Insurance broker organization code? | 3 | Insurance broker name | RWG HOUSE ACCT |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 146101 |
Policy instance | 3 |
Insurance contract or identification number | GL 146101 | Number of Individuals Covered | 559 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $3,937 | Total amount of fees paid to insurance company | USD $3,403 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $149,148 | Commission paid to Insurance Broker | USD $3,937 | Amount paid for insurance broker fees | 3403 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Insurance broker name | JERRY WICKWARE |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 204679 |
Policy instance | 4 |
Insurance contract or identification number | VAR 204679 | Number of Individuals Covered | 511 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $374 | Total amount of fees paid to insurance company | USD $153 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $3,742 | Commission paid to Insurance Broker | USD $374 | Amount paid for insurance broker fees | 153 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Insurance broker name | JERRY WICKWARE |
|
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | GL-0006 |
Policy instance | 6 |
Insurance contract or identification number | GL-0006 | Number of Individuals Covered | 494 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-07-01 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $137,160 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 119601 |
Policy instance | 5 |
Insurance contract or identification number | LTD 119601 | Number of Individuals Covered | 559 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $5,364 | Total amount of fees paid to insurance company | USD $2,888 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $136,428 | Commission paid to Insurance Broker | USD $5,364 | Amount paid for insurance broker fees | 2888 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 3 | Insurance broker name | JERRY WICKWARE |
|