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NARMC EMPLOYEE FLEX PLAN 401k Plan overview

Plan NameNARMC EMPLOYEE FLEX PLAN
Plan identification number 502

NARMC EMPLOYEE FLEX PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

NARMC has sponsored the creation of one or more 401k plans.

Company Name:NARMC
Employer identification number (EIN):710787860
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about NARMC

Jurisdiction of Incorporation: Arkansas Secretary of State
Incorporation Date:
Company Identification Number: 100128685

More information about NARMC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NARMC EMPLOYEE FLEX PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01KEN PANNELL2023-10-13
5022021-01-01KEN PANNELL2022-10-17
5022020-01-01KEN PANNELL2021-09-01 KEN PANNELL2021-09-01
5022019-07-01KEN PANNELL2020-09-16 KEN PANNELL2020-09-16
5022018-07-01KEN PANNELL2020-01-21 KEN PANNELL2020-01-21
5022017-07-01KEN PANNELL2019-07-30 KEN PANNELL2019-07-30
5022017-04-01
5022016-07-01KEN PANNELL2019-07-30
5022016-04-01LINDA MELTON LINDA MELTON2017-10-09
5022015-07-01KEN PANNELL2019-07-30
5022015-04-01LINDA MELTON
5022014-07-01KEN PANNELL2019-07-31 KEN PANNELL2019-07-31
5022014-04-01LINDA MELTON
5022013-07-01KEN PANNELL2019-07-31 KEN PANNELL2019-07-31
5022013-04-01LINDA MELTON
5022012-07-01KEN PANNELL2019-07-31 KEN PANNELL2019-07-31
5022012-04-01LINDA MELTON
5022011-04-01LINDA MELTON
5022009-04-01DEBRA HENRY
5022009-04-01 DEBRA HENRY2010-10-15

Plan Statistics for NARMC EMPLOYEE FLEX PLAN

401k plan membership statisitcs for NARMC EMPLOYEE FLEX PLAN

Measure Date Value
2022: NARMC EMPLOYEE FLEX PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01284
Total number of active participants reported on line 7a of the Form 55002022-01-01298
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01298
2021: NARMC EMPLOYEE FLEX PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01560
Total number of active participants reported on line 7a of the Form 55002021-01-01496
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01504
2020: NARMC EMPLOYEE FLEX PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01605
Total number of active participants reported on line 7a of the Form 55002020-01-01532
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01540
2019: NARMC EMPLOYEE FLEX PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01640
Total number of active participants reported on line 7a of the Form 55002019-07-01599
Number of retired or separated participants receiving benefits2019-07-019
Total of all active and inactive participants2019-07-01608
2018: NARMC EMPLOYEE FLEX PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01629
Total number of active participants reported on line 7a of the Form 55002018-07-01626
Total of all active and inactive participants2018-07-01626
2017: NARMC EMPLOYEE FLEX PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01618
Total number of active participants reported on line 7a of the Form 55002017-07-01629
Total of all active and inactive participants2017-07-01629
Total participants, beginning-of-year2017-04-01620
Total number of active participants reported on line 7a of the Form 55002017-04-01627
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01627
2016: NARMC EMPLOYEE FLEX PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01572
Total number of active participants reported on line 7a of the Form 55002016-07-01618
Total of all active and inactive participants2016-07-01618
Total participants, beginning-of-year2016-04-01620
Total number of active participants reported on line 7a of the Form 55002016-04-01627
Total of all active and inactive participants2016-04-01627
Total participants2016-04-01627
2015: NARMC EMPLOYEE FLEX PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01551
Total number of active participants reported on line 7a of the Form 55002015-07-01572
Total of all active and inactive participants2015-07-01572
Total participants, beginning-of-year2015-04-01603
Total number of active participants reported on line 7a of the Form 55002015-04-01620
Total of all active and inactive participants2015-04-01620
Total participants2015-04-01620
2014: NARMC EMPLOYEE FLEX PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01566
Total number of active participants reported on line 7a of the Form 55002014-07-01551
Total of all active and inactive participants2014-07-01551
Total participants, beginning-of-year2014-04-01583
Total number of active participants reported on line 7a of the Form 55002014-04-01603
Total of all active and inactive participants2014-04-01603
Total participants2014-04-01603
2013: NARMC EMPLOYEE FLEX PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01554
Total number of active participants reported on line 7a of the Form 55002013-07-01566
Total of all active and inactive participants2013-07-01566
Total participants, beginning-of-year2013-04-01585
Total number of active participants reported on line 7a of the Form 55002013-04-01583
Total of all active and inactive participants2013-04-01583
Total participants2013-04-01583
2012: NARMC EMPLOYEE FLEX PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01554
Total number of active participants reported on line 7a of the Form 55002012-07-01554
Total of all active and inactive participants2012-07-01554
Total participants, beginning-of-year2012-04-01589
Total number of active participants reported on line 7a of the Form 55002012-04-01585
Total of all active and inactive participants2012-04-01585
Total participants2012-04-01585
2011: NARMC EMPLOYEE FLEX PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01559
Total number of active participants reported on line 7a of the Form 55002011-04-01589
Total of all active and inactive participants2011-04-01589
Total participants2011-04-01589
2009: NARMC EMPLOYEE FLEX PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-011,296
Total number of active participants reported on line 7a of the Form 55002009-04-011,261
Total of all active and inactive participants2009-04-011,261
Total participants2009-04-011,261

Form 5500 Responses for NARMC EMPLOYEE FLEX PLAN

2022: NARMC EMPLOYEE FLEX PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: NARMC EMPLOYEE FLEX PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: NARMC EMPLOYEE FLEX PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: NARMC EMPLOYEE FLEX PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: NARMC EMPLOYEE FLEX PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: NARMC EMPLOYEE FLEX PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: NARMC EMPLOYEE FLEX PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – General assets of the sponsorYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – General assets of the sponsorYes
2015: NARMC EMPLOYEE FLEX PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – General assets of the sponsorYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: NARMC EMPLOYEE FLEX PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – General assets of the sponsorYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – General assets of the sponsorYes
2013: NARMC EMPLOYEE FLEX PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – General assets of the sponsorYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – General assets of the sponsorYes
2012: NARMC EMPLOYEE FLEX PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – General assets of the sponsorYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – General assets of the sponsorYes
2011: NARMC EMPLOYEE FLEX PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – General assets of the sponsorYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – General assets of the sponsorYes
2009: NARMC EMPLOYEE FLEX PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedYes
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – General assets of the sponsorYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0755482
Policy instance 6
Insurance contract or identification number0755482
Number of Individuals Covered278
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $6,945
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,945
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberOA904
Policy instance 5
Insurance contract or identification numberOA904
Number of Individuals Covered421
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $15,735
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, CANCER, INTENSIVE
Welfare Benefit Premiums Paid to CarrierUSD $81,938
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,917
Insurance broker organization code?3
Insurance broker nameRANDY J ROSE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 204679
Policy instance 3
Insurance contract or identification numberVAR 204679
Number of Individuals Covered417
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $391
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $391
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberNUTA-1168-J
Policy instance 4
Insurance contract or identification numberNUTA-1168-J
Number of Individuals Covered618
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberGL 146101
Policy instance 2
Insurance contract or identification numberGL 146101
Number of Individuals Covered627
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $5,519
Total amount of fees paid to insurance companyUSD $3,038
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $151,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,519
Amount paid for insurance broker fees3038
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 119601
Policy instance 1
Insurance contract or identification numberLTD 119601
Number of Individuals Covered627
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $6,425
Total amount of fees paid to insurance companyUSD $2,425
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $242,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,425
Amount paid for insurance broker fees2425
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 204679
Policy instance 2
Insurance contract or identification numberVAR 204679
Number of Individuals Covered274
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,356
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameJERRY WICKWARE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 119601
Policy instance 3
Insurance contract or identification numberLTD 119601
Number of Individuals Covered605
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,557
Total amount of fees paid to insurance companyUSD $2,557
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $237,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,557
Amount paid for insurance broker fees2557
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberOA904
Policy instance 4
Insurance contract or identification numberOA904
Number of Individuals Covered447
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $15,198
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $86,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,760
Insurance broker organization code?3
Insurance broker nameRANDY J ROSE
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0755482
Policy instance 5
Insurance contract or identification number0755482
Number of Individuals Covered245
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,386
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,386
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 146101
Policy instance 6
Insurance contract or identification numberGL 146101
Number of Individuals Covered620
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,974
Total amount of fees paid to insurance companyUSD $3,355
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $142,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,974
Amount paid for insurance broker fees3355
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberNUTA-1168
Policy instance 1
Insurance contract or identification numberNUTA-1168
Number of Individuals Covered572
Insurance policy start date2015-07-01
Insurance policy end date2015-06-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberOA904
Policy instance 3
Insurance contract or identification numberOA904
Number of Individuals Covered498
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $16,685
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $88,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,777
Insurance broker organization code?3
Insurance broker nameRANDY J ROSE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberNUTA-1168
Policy instance 4
Insurance contract or identification numberNUTA-1168
Number of Individuals Covered551
Insurance policy start date2014-07-01
Insurance policy end date2015-07-01
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberGL 146101
Policy instance 5
Insurance contract or identification numberGL 146101
Number of Individuals Covered603
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,979
Total amount of fees paid to insurance companyUSD $855
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $169,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,979
Amount paid for insurance broker fees855
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0755482
Policy instance 2
Insurance contract or identification number0755482
Number of Individuals Covered238
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $5,916
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $308
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 119601
Policy instance 1
Insurance contract or identification numberLTD 119601
Number of Individuals Covered625
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,794
Total amount of fees paid to insurance companyUSD $1,444
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $197,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,794
Amount paid for insurance broker fees1444
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract numberNUWR-1022
Policy instance 2
Insurance contract or identification numberNUWR-1022
Number of Individuals Covered566
Insurance policy start date2013-07-01
Insurance policy end date2014-07-01
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberLTD 119601
Policy instance 3
Insurance contract or identification numberLTD 119601
Number of Individuals Covered583
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,802
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $212,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,802
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberOA904
Policy instance 4
Insurance contract or identification numberOA904
Number of Individuals Covered552
Insurance policy start date2013-06-30
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $19,388
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $92,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,879
Insurance broker organization code?3
Insurance broker nameRANDY J ROSE
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0755482
Policy instance 5
Insurance contract or identification number0755482
Number of Individuals Covered213
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,104
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,104
Insurance broker organization code?3
Insurance broker nameHAGAN, NEWKIRK FINANCIAL SERVICES
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 146101
Policy instance 1
Insurance contract or identification numberGL 146101
Number of Individuals Covered583
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,402
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $156,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,402
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number207499
Policy instance 2
Insurance contract or identification number207499
Number of Individuals Covered242
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,637
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,637
Insurance broker organization code?3
Insurance broker nameHAGAN, NEWKIRK FINANCIAL SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberOA904
Policy instance 3
Insurance contract or identification numberOA904
Number of Individuals Covered581
Insurance policy start date2012-06-30
Insurance policy end date2013-07-01
Total amount of commissions paid to insurance brokerUSD $21,306
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $119,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,354
Insurance broker organization code?3
Insurance broker nameRANDY J ROSE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 146101
Policy instance 4
Insurance contract or identification numberGL 146101
Number of Individuals Covered585
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $8,389
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $233,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,059
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
WESTERN RESERVE LIFE ASSURANCE-NORTHWIND, LLC (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract numberNUWR-1008
Policy instance 5
Insurance contract or identification numberNUWR-1008
Number of Individuals Covered554
Insurance policy start date2012-07-01
Insurance policy end date2013-07-01
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberLTD 119601
Policy instance 1
Insurance contract or identification numberLTD 119601
Number of Individuals Covered585
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $6,706
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $153,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,398
Insurance broker organization code?3
Insurance broker nameCRAIG A LOWRANCE
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGL-0006
Policy instance 6
Insurance contract or identification numberGL-0006
Number of Individuals Covered492
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberOA904
Policy instance 1
Insurance contract or identification numberOA904
Number of Individuals Covered533
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $17,450
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $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 numberVAR 204679
Policy instance 2
Insurance contract or identification numberVAR 204679
Number of Individuals Covered511
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $312
Total amount of fees paid to insurance companyUSD $153
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $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 numberGL 146101
Policy instance 3
Insurance contract or identification numberGL 146101
Number of Individuals Covered589
Insurance policy start date2011-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,697
Total amount of fees paid to insurance companyUSD $3,403
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $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 number207499
Policy instance 4
Insurance contract or identification number207499
Number of Individuals Covered178
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,087
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberLTD 119601
Policy instance 5
Insurance contract or identification numberLTD 119601
Number of Individuals Covered542
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $5,344
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 number207499
Policy instance 1
Insurance contract or identification number207499
Number of Individuals Covered131
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,434
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,346
Commission paid to Insurance BrokerUSD $3,434
Insurance broker organization code?3
Insurance broker nameHAGAN, NEWKIRK FINANCIAL SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberOA904
Policy instance 2
Insurance contract or identification numberOA904
Number of Individuals Covered450
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,757
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT, CANCER, AND INTENSIVE
Welfare Benefit Premiums Paid to CarrierUSD $25,154
Commission paid to Insurance BrokerUSD $1,274
Insurance broker organization code?3
Insurance broker nameRWG HOUSE ACCT
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 146101
Policy instance 3
Insurance contract or identification numberGL 146101
Number of Individuals Covered559
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,937
Total amount of fees paid to insurance companyUSD $3,403
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $149,148
Commission paid to Insurance BrokerUSD $3,937
Amount paid for insurance broker fees3403
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameJERRY WICKWARE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 204679
Policy instance 4
Insurance contract or identification numberVAR 204679
Number of Individuals Covered511
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $374
Total amount of fees paid to insurance companyUSD $153
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $3,742
Commission paid to Insurance BrokerUSD $374
Amount paid for insurance broker fees153
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameJERRY WICKWARE
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGL-0006
Policy instance 6
Insurance contract or identification numberGL-0006
Number of Individuals Covered494
Insurance policy start date2010-07-01
Insurance policy end date2011-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,160
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 119601
Policy instance 5
Insurance contract or identification numberLTD 119601
Number of Individuals Covered559
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,364
Total amount of fees paid to insurance companyUSD $2,888
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $136,428
Commission paid to Insurance BrokerUSD $5,364
Amount paid for insurance broker fees2888
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameJERRY WICKWARE

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