ARCO BUILDERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST
401k plan membership statisitcs for ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 7 |
| Total of all active and inactive participants | 2022-06-01 | 7 |
| 2021: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 9 |
| Total of all active and inactive participants | 2021-06-01 | 9 |
| 2020: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 10 |
| Total of all active and inactive participants | 2020-06-01 | 10 |
| 2019: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 10 |
| Total of all active and inactive participants | 2019-06-01 | 10 |
| 2018: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 10 |
| Total of all active and inactive participants | 2018-06-01 | 10 |
| 2017: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 13 |
| Total of all active and inactive participants | 2017-06-01 | 13 |
| 2016: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 11 |
| Total of all active and inactive participants | 2016-06-01 | 11 |
| 2015: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-31 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-31 | 13 |
| Total of all active and inactive participants | 2015-12-31 | 13 |
| Total participants, beginning-of-year | 2015-04-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 13 |
| Total of all active and inactive participants | 2015-04-01 | 13 |
| 2014: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 9 |
| Total of all active and inactive participants | 2014-04-01 | 9 |
| 2013: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 11 |
| Total of all active and inactive participants | 2013-04-01 | 11 |
| Measure | Date | Value |
|---|
| 2023 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-05-31 | $116,378 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $116,784 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $109,945 |
| Total plan assets at end of year | 2023-05-31 | $75 |
| Total plan assets at beginning of year | 2023-05-31 | $481 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $6,839 |
| Net income (gross income less expenses) | 2023-05-31 | $-406 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $75 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $481 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $116,378 |
| 2022 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-05-31 | $67,983 |
| Total income from all sources | 2022-05-31 | $128,544 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $129,476 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $121,313 |
| Total plan assets at end of year | 2022-05-31 | $481 |
| Total plan assets at beginning of year | 2022-05-31 | $69,396 |
| Expenses. Other expenses not covered elsewhere | 2022-05-31 | $8,163 |
| Net income (gross income less expenses) | 2022-05-31 | $-932 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $1,413 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $128,544 |
| 2021 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-05-31 | $67,983 |
| Total income from all sources | 2021-05-31 | $121,907 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $120,510 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $112,567 |
| Total plan assets at end of year | 2021-05-31 | $69,396 |
| Total plan assets at beginning of year | 2021-05-31 | $16 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $7,943 |
| Net income (gross income less expenses) | 2021-05-31 | $1,397 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $1,413 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $16 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $121,907 |
| 2020 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-05-31 | $102,360 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $102,896 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $95,342 |
| Total plan assets at end of year | 2020-05-31 | $16 |
| Total plan assets at beginning of year | 2020-05-31 | $552 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $7,554 |
| Net income (gross income less expenses) | 2020-05-31 | $-536 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $16 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $552 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $102,360 |
| 2019 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-05-31 | $222,537 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $222,686 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $207,736 |
| Total plan assets at end of year | 2019-05-31 | $552 |
| Total plan assets at beginning of year | 2019-05-31 | $701 |
| Expenses. Other expenses not covered elsewhere | 2019-05-31 | $14,950 |
| Net income (gross income less expenses) | 2019-05-31 | $-149 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $552 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $701 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $222,537 |
| 2018 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-31 | $123,606 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $123,669 |
| Benefits paid (including direct rollovers) | 2018-05-31 | $114,780 |
| Total plan assets at end of year | 2018-05-31 | $701 |
| Total plan assets at beginning of year | 2018-05-31 | $764 |
| Expenses. Other expenses not covered elsewhere | 2018-05-31 | $8,889 |
| Net income (gross income less expenses) | 2018-05-31 | $-63 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $701 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $764 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $123,606 |
| 2017 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-05-31 | $145,877 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $147,497 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $138,844 |
| Total plan assets at end of year | 2017-05-31 | $764 |
| Total plan assets at beginning of year | 2017-05-31 | $2,384 |
| Expenses. Other expenses not covered elsewhere | 2017-05-31 | $8,653 |
| Net income (gross income less expenses) | 2017-05-31 | $-1,620 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $2,384 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $145,877 |
| 2016 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-05-31 | $35,867 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $36,255 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $33,568 |
| Total plan assets at end of year | 2016-05-31 | $2,384 |
| Total plan assets at beginning of year | 2016-05-31 | $2,772 |
| Expenses. Other expenses not covered elsewhere | 2016-05-31 | $2,687 |
| Net income (gross income less expenses) | 2016-05-31 | $-388 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $2,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $2,772 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $35,867 |
| Total income from all sources | 2016-03-31 | $151,060 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $151,070 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $142,464 |
| Total plan assets at end of year | 2016-03-31 | $2,772 |
| Total plan assets at beginning of year | 2016-03-31 | $2,782 |
| Expenses. Other expenses not covered elsewhere | 2016-03-31 | $8,606 |
| Net income (gross income less expenses) | 2016-03-31 | $-10 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $2,772 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $2,782 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $151,060 |
| 2015 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-03-31 | $108,689 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $126,024 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $118,625 |
| Total plan assets at end of year | 2015-03-31 | $2,782 |
| Total plan assets at beginning of year | 2015-03-31 | $20,117 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $7,399 |
| Net income (gross income less expenses) | 2015-03-31 | $-17,335 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $2,782 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $20,117 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $108,689 |
| 2014 : ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-03-31 | $220,999 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $200,882 |
| Benefits paid (including direct rollovers) | 2014-03-31 | $190,761 |
| Total plan assets at end of year | 2014-03-31 | $20,117 |
| Total plan assets at beginning of year | 2014-03-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $10,121 |
| Net income (gross income less expenses) | 2014-03-31 | $20,117 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $20,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $220,999 |
| 2022: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-12-31 | Type of plan entity | Single employer plan |
| 2015-12-31 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-12-31 | Plan funding arrangement – Insurance | Yes |
| 2015-12-31 | Plan funding arrangement – Trust | Yes |
| 2015-12-31 | Plan benefit arrangement – Insurance | Yes |
| 2015-12-31 | Plan benefit arrangement - Trust | Yes |
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 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: ARCO BUILDERS, INC. SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | First time form 5500 has been submitted | Yes |
| 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 |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 7 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $3,441 | | Total amount of fees paid to insurance company | USD $4,710 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $102,583 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,441 | | Amount paid for insurance broker fees | 4270 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 9 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $4,403 | | Total amount of fees paid to insurance company | USD $6,163 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $105,633 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,403 | | Amount paid for insurance broker fees | 5563 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 10 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $4,403 | | Total amount of fees paid to insurance company | USD $6,163 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $99,209 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,403 | | Amount paid for insurance broker fees | 5563 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 10 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $4,292 | | Total amount of fees paid to insurance company | USD $5,859 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $80,893 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,292 | | Amount paid for insurance broker fees | 5269 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 10 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $88 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $454 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $88 | | Insurance broker organization code? | 5 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 10 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $4,514 | | Total amount of fees paid to insurance company | USD $13,300 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $182,298 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,514 | | Amount paid for insurance broker fees | 12690 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 10 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $200 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,159 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $200 | | Insurance broker organization code? | 5 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $6,258 | | Total amount of fees paid to insurance company | USD $7,239 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $99,863 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,258 | | Amount paid for insurance broker fees | 7239 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 13 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $236 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,120 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $236 | | Insurance broker organization code? | 5 | | Insurance broker name | |
|
| ASSURITY LIFE INSURANCE COMAPNY (National Association of Insurance Commissioners NAIC id number: 68764 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $65 | | 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 $2,426 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $65 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $790 | | Total amount of fees paid to insurance company | USD $1,387 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,254 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $790 | | Amount paid for insurance broker fees | 1242 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 | | Insurance broker name | WOODMAN INSURANCE AGENCY |
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| HUMANA (National Association of Insurance Commissioners NAIC id number: 95642 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 3 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $617 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,723 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $617 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC |
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| ASSURITY LIFE INSURANCE COMAPNY (National Association of Insurance Commissioners NAIC id number: 68764 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,448 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $13,934 | | Total amount of fees paid to insurance company | USD $6,420 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $112,169 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,934 | | Amount paid for insurance broker fees | 5760 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 | | Insurance broker name | WOODMAN INSURANCE AGENCY |
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| ASSURITY LIFE INSURANCE COMAPNY (National Association of Insurance Commissioners NAIC id number: 68764 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 9 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,214 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 9 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $8,169 | | Total amount of fees paid to insurance company | USD $5,464 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $107,340 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,169 | | Amount paid for insurance broker fees | 4909 | | Insurance broker organization code? | 5 | | Insurance broker name | WOODMAN INSURANCE AGENCY |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $17,104 | | Total amount of fees paid to insurance company | USD $8,565 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $186,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,104 | | Amount paid for insurance broker fees | 7655 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR FEES | | Insurance broker organization code? | 5 | | Insurance broker name | WOODMAN INSURANCE AGENCY |
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