WHC LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2016 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $242,668 |
| Total income from all sources (including contributions) | 2016-03-31 | $1,905,085 |
| Total loss/gain on sale of assets | 2016-03-31 | $0 |
| Total of all expenses incurred | 2016-03-31 | $2,390,770 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $1,418,110 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $1,743,312 |
| Value of total assets at end of year | 2016-03-31 | $0 |
| Value of total assets at beginning of year | 2016-03-31 | $728,353 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $972,660 |
| Total interest from all sources | 2016-03-31 | $11,105 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Was this plan covered by a fidelity bond | 2016-03-31 | No |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Contributions received from participants | 2016-03-31 | $1,230,119 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $12,097 |
| Other income not declared elsewhere | 2016-03-31 | $150,668 |
| Administrative expenses (other) incurred | 2016-03-31 | $1,364 |
| Total non interest bearing cash at end of year | 2016-03-31 | $0 |
| Total non interest bearing cash at beginning of year | 2016-03-31 | $365,256 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $-485,685 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $485,685 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Interest earned on other investments | 2016-03-31 | $11,105 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $1,418,110 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $513,193 |
| Employer contributions (assets) at end of year | 2016-03-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $351,000 |
| Contract administrator fees | 2016-03-31 | $971,296 |
| Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $242,668 |
| Did the plan have assets held for investment | 2016-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | DARNALL SIKES GARDES & FREDERICK |
| Accountancy firm EIN | 2016-03-31 | 720738838 |
| 2015 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $242,668 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $22,757 |
| Total income from all sources (including contributions) | 2015-03-31 | $3,702,600 |
| Total loss/gain on sale of assets | 2015-03-31 | $0 |
| Total of all expenses incurred | 2015-03-31 | $3,283,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $2,130,119 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $3,702,600 |
| Value of total assets at end of year | 2015-03-31 | $728,353 |
| Value of total assets at beginning of year | 2015-03-31 | $89,779 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $1,153,818 |
| Total interest from all sources | 2015-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Was this plan covered by a fidelity bond | 2015-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Contributions received from participants | 2015-03-31 | $812,237 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $12,097 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $9,058 |
| Administrative expenses (other) incurred | 2015-03-31 | $983 |
| Total non interest bearing cash at end of year | 2015-03-31 | $365,256 |
| Total non interest bearing cash at beginning of year | 2015-03-31 | $80,721 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $418,663 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $485,685 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $67,022 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $2,130,119 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $2,890,363 |
| Employer contributions (assets) at end of year | 2015-03-31 | $351,000 |
| Contract administrator fees | 2015-03-31 | $1,152,835 |
| Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $242,668 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $22,757 |
| Did the plan have assets held for investment | 2015-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | DARNALL SIKES GARDES & FREDERICK |
| Accountancy firm EIN | 2015-03-31 | 720738838 |
| 2014 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-03-31 | $22,758 |
| Total income from all sources | 2014-03-31 | $1,970,716 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $1,937,308 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $1,443,024 |
| Total plan assets at end of year | 2014-03-31 | $89,780 |
| Total plan assets at beginning of year | 2014-03-31 | $33,614 |
| Value of fidelity bond covering the plan | 2014-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-03-31 | $366,668 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $494,284 |
| Other income received | 2014-03-31 | $72,416 |
| Net income (gross income less expenses) | 2014-03-31 | $33,408 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $67,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $33,614 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $1,531,632 |
| 2013 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-03-31 | $0 |
| Total plan liabilities at beginning of year | 2013-03-31 | $69,985 |
| Total income from all sources | 2013-03-31 | $1,399,233 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $1,422,205 |
| Benefits paid (including direct rollovers) | 2013-03-31 | $1,156,251 |
| Total plan assets at end of year | 2013-03-31 | $33,614 |
| Total plan assets at beginning of year | 2013-03-31 | $126,750 |
| Total contributions received or receivable from participants | 2013-03-31 | $215,738 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $265,954 |
| Other income received | 2013-03-31 | $404,233 |
| Net income (gross income less expenses) | 2013-03-31 | $-22,972 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $33,614 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $56,765 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $779,262 |
| 2012 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-03-31 | $69,985 |
| Total plan liabilities at beginning of year | 2012-03-31 | $0 |
| Total income from all sources | 2012-03-31 | $1,014,507 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $966,764 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $750,667 |
| Total plan assets at end of year | 2012-03-31 | $126,570 |
| Total plan assets at beginning of year | 2012-03-31 | $8,842 |
| Total contributions received or receivable from participants | 2012-03-31 | $199,668 |
| Expenses. Other expenses not covered elsewhere | 2012-03-31 | $216,097 |
| Other income received | 2012-03-31 | $120,206 |
| Net income (gross income less expenses) | 2012-03-31 | $47,743 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $56,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $8,842 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $694,633 |
| 2011 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-03-31 | $0 |
| Total plan liabilities at beginning of year | 2011-03-31 | $35,335 |
| Total income from all sources | 2011-03-31 | $1,146,960 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $1,167,522 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $971,382 |
| Total plan assets at end of year | 2011-03-31 | $8,842 |
| Total plan assets at beginning of year | 2011-03-31 | $64,739 |
| Total contributions received or receivable from participants | 2011-03-31 | $164,495 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $196,140 |
| Other income received | 2011-03-31 | $320,385 |
| Net income (gross income less expenses) | 2011-03-31 | $-20,562 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $8,842 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $29,404 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $662,080 |
| 2023: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2017 form 5500 responses |
|---|
| 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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2016 form 5500 responses |
|---|
| 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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2015 form 5500 responses |
|---|
| 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 – Trust | 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 - Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan funding arrangement – Trust | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan funding arrangement – Trust | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan funding arrangement – Trust | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 14147 |
| Policy instance | 3 |
| Insurance contract or identification number | 14147 | | Number of Individuals Covered | 326 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $30,285 | | Total amount of fees paid to insurance company | USD $14,133 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $184,161 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | AF15-0197-23 |
| Policy instance | 2 |
| Insurance contract or identification number | AF15-0197-23 | | Number of Individuals Covered | 368 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $159,451 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SPECIFIED DISEASE | | Welfare Benefit Premiums Paid to Carrier | USD $1,328,774 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-060485 |
| Policy instance | 1 |
| Insurance contract or identification number | 010-060485 | | Number of Individuals Covered | 798 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $22,833 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $228,326 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00617911 |
| Policy instance | 3 |
| Insurance contract or identification number | G00617911 | | Number of Individuals Covered | 244 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $42,720 | | Total amount of fees paid to insurance company | USD $17,088 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $284,800 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | AF15-0197-22 |
| Policy instance | 2 |
| Insurance contract or identification number | AF15-0197-22 | | Number of Individuals Covered | 255 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $139,898 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SPECIFIED DISEASE | | Welfare Benefit Premiums Paid to Carrier | USD $209,327 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5948716 |
| Policy instance | 1 |
| Insurance contract or identification number | 5948716 | | Number of Individuals Covered | 846 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $22,865 | | Total amount of fees paid to insurance company | USD $8,020 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $228,424 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5948716 |
| Policy instance | 1 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 949-4303 |
| Policy instance | 2 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00617911 |
| Policy instance | 3 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00617911 |
| Policy instance | 3 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 949-4303 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5948716 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00617911 |
| Policy instance | 3 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 949-4303 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5948716 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10200259 |
| Policy instance | 3 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-4303 |
| Policy instance | 2 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5948716 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000193 |
| Policy instance | 2 |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 904336 |
| Policy instance | 1 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 947-0954 |
| Policy instance | 2 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | N10843236 |
| Policy instance | 1 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | N10843236 |
| Policy instance | 1 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | N06530096 |
| Policy instance | 2 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 947-0954 |
| Policy instance | 3 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-7443 |
| Policy instance | 4 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL19326 |
| Policy instance | 3 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | N06530096 |
| Policy instance | 2 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-7443 |
| Policy instance | 1 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL19326 |
| Policy instance | 1 |
| PERICO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85561 ) |
| Policy contract number | PX00943 |
| Policy instance | 1 |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL19326 |
| Policy instance | 2 |
| PERICO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85561 ) |
| Policy contract number | PX00943 |
| Policy instance | 1 |
