GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST
401k plan membership statisitcs for GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST
Measure | Date | Value |
---|
2022: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-09-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 0 |
Total of all active and inactive participants | 2022-09-01 | 0 |
2021: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-09-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 0 |
Total of all active and inactive participants | 2021-09-01 | 0 |
2020: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-09-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 41 |
Total of all active and inactive participants | 2020-09-01 | 41 |
2019: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-09-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 47 |
Total of all active and inactive participants | 2019-09-01 | 47 |
2018: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-09-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 44 |
Total of all active and inactive participants | 2018-09-01 | 44 |
2017: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-09-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 46 |
Total of all active and inactive participants | 2017-09-01 | 46 |
2016: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-09-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 46 |
Total of all active and inactive participants | 2016-09-01 | 46 |
2015: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-09-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 47 |
Total of all active and inactive participants | 2015-09-01 | 47 |
2014: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-09-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 48 |
Total of all active and inactive participants | 2014-09-01 | 48 |
2013: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-09-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 59 |
Total of all active and inactive participants | 2013-09-01 | 59 |
2012: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-09-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 47 |
Total of all active and inactive participants | 2012-09-01 | 47 |
2011: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-09-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 46 |
Total of all active and inactive participants | 2011-09-01 | 46 |
2009: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-09-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 47 |
Total of all active and inactive participants | 2009-09-01 | 47 |
Measure | Date | Value |
---|
2023 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2023 401k financial data |
---|
Expenses. Total of all expenses incurred | 2023-02-07 | $11,802 |
Benefits paid (including direct rollovers) | 2023-02-07 | $11,802 |
Total plan assets at end of year | 2023-02-07 | $0 |
Total plan assets at beginning of year | 2023-02-07 | $11,802 |
Net income (gross income less expenses) | 2023-02-07 | $-11,802 |
Net plan assets at end of year (total assets less liabilities) | 2023-02-07 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-02-07 | $11,802 |
2022 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2022 401k financial data |
---|
Total income from all sources | 2022-08-31 | $40,682 |
Expenses. Total of all expenses incurred | 2022-08-31 | $44,320 |
Benefits paid (including direct rollovers) | 2022-08-31 | $33,959 |
Total plan assets at end of year | 2022-08-31 | $11,802 |
Total plan assets at beginning of year | 2022-08-31 | $15,440 |
Expenses. Other expenses not covered elsewhere | 2022-08-31 | $10,361 |
Net income (gross income less expenses) | 2022-08-31 | $-3,638 |
Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $11,802 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $15,440 |
Total contributions received or receivable from employer(s) | 2022-08-31 | $40,682 |
2021 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2021 401k financial data |
---|
Total income from all sources | 2021-08-31 | $740,985 |
Expenses. Total of all expenses incurred | 2021-08-31 | $743,206 |
Benefits paid (including direct rollovers) | 2021-08-31 | $720,384 |
Total plan assets at end of year | 2021-08-31 | $15,440 |
Total plan assets at beginning of year | 2021-08-31 | $17,661 |
Expenses. Other expenses not covered elsewhere | 2021-08-31 | $22,822 |
Other income received | 2021-08-31 | $19,932 |
Net income (gross income less expenses) | 2021-08-31 | $-2,221 |
Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $15,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $17,661 |
Total contributions received or receivable from employer(s) | 2021-08-31 | $721,053 |
2020 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2020 401k financial data |
---|
Total income from all sources | 2020-08-31 | $884,575 |
Expenses. Total of all expenses incurred | 2020-08-31 | $885,790 |
Benefits paid (including direct rollovers) | 2020-08-31 | $863,465 |
Total plan assets at end of year | 2020-08-31 | $17,661 |
Total plan assets at beginning of year | 2020-08-31 | $18,876 |
Expenses. Other expenses not covered elsewhere | 2020-08-31 | $22,325 |
Other income received | 2020-08-31 | $5,607 |
Net income (gross income less expenses) | 2020-08-31 | $-1,215 |
Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $17,661 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $18,876 |
Total contributions received or receivable from employer(s) | 2020-08-31 | $878,968 |
2019 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2019 401k financial data |
---|
Total income from all sources | 2019-08-31 | $906,623 |
Expenses. Total of all expenses incurred | 2019-08-31 | $909,873 |
Benefits paid (including direct rollovers) | 2019-08-31 | $886,041 |
Total plan assets at end of year | 2019-08-31 | $18,876 |
Total plan assets at beginning of year | 2019-08-31 | $22,126 |
Expenses. Other expenses not covered elsewhere | 2019-08-31 | $23,832 |
Other income received | 2019-08-31 | $7,326 |
Net income (gross income less expenses) | 2019-08-31 | $-3,250 |
Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $18,876 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $22,126 |
Total contributions received or receivable from employer(s) | 2019-08-31 | $899,297 |
2018 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2018 401k financial data |
---|
Total income from all sources | 2018-08-31 | $1,017,225 |
Expenses. Total of all expenses incurred | 2018-08-31 | $1,014,940 |
Benefits paid (including direct rollovers) | 2018-08-31 | $991,413 |
Total plan assets at end of year | 2018-08-31 | $22,126 |
Total plan assets at beginning of year | 2018-08-31 | $19,841 |
Expenses. Other expenses not covered elsewhere | 2018-08-31 | $23,527 |
Other income received | 2018-08-31 | $219,155 |
Net income (gross income less expenses) | 2018-08-31 | $2,285 |
Net plan assets at end of year (total assets less liabilities) | 2018-08-31 | $22,126 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-08-31 | $19,841 |
Total contributions received or receivable from employer(s) | 2018-08-31 | $798,070 |
2017 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2017 401k financial data |
---|
Total income from all sources | 2017-08-31 | $1,218,155 |
Expenses. Total of all expenses incurred | 2017-08-31 | $1,215,103 |
Benefits paid (including direct rollovers) | 2017-08-31 | $1,190,749 |
Total plan assets at end of year | 2017-08-31 | $19,841 |
Total plan assets at beginning of year | 2017-08-31 | $16,789 |
Expenses. Other expenses not covered elsewhere | 2017-08-31 | $24,354 |
Other income received | 2017-08-31 | $159,051 |
Net income (gross income less expenses) | 2017-08-31 | $3,052 |
Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $19,841 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $16,789 |
Total contributions received or receivable from employer(s) | 2017-08-31 | $1,059,104 |
2016 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-08-31 | $742,453 |
Expenses. Total of all expenses incurred | 2016-08-31 | $752,046 |
Benefits paid (including direct rollovers) | 2016-08-31 | $724,978 |
Total plan assets at end of year | 2016-08-31 | $16,789 |
Total plan assets at beginning of year | 2016-08-31 | $26,382 |
Expenses. Other expenses not covered elsewhere | 2016-08-31 | $27,068 |
Net income (gross income less expenses) | 2016-08-31 | $-9,593 |
Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $16,789 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $26,382 |
Total contributions received or receivable from employer(s) | 2016-08-31 | $742,453 |
2015 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-08-31 | $819,372 |
Expenses. Total of all expenses incurred | 2015-08-31 | $807,778 |
Benefits paid (including direct rollovers) | 2015-08-31 | $779,102 |
Total plan assets at end of year | 2015-08-31 | $26,382 |
Total plan assets at beginning of year | 2015-08-31 | $14,788 |
Expenses. Other expenses not covered elsewhere | 2015-08-31 | $28,676 |
Net income (gross income less expenses) | 2015-08-31 | $11,594 |
Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $26,382 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $14,788 |
Total contributions received or receivable from employer(s) | 2015-08-31 | $819,372 |
2014 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-08-31 | $683,266 |
Expenses. Total of all expenses incurred | 2014-08-31 | $698,802 |
Benefits paid (including direct rollovers) | 2014-08-31 | $672,412 |
Total plan assets at end of year | 2014-08-31 | $14,788 |
Total plan assets at beginning of year | 2014-08-31 | $30,324 |
Expenses. Other expenses not covered elsewhere | 2014-08-31 | $26,390 |
Net income (gross income less expenses) | 2014-08-31 | $-15,536 |
Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $14,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $30,324 |
Total contributions received or receivable from employer(s) | 2014-08-31 | $683,266 |
2013 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-08-31 | $584,249 |
Expenses. Total of all expenses incurred | 2013-08-31 | $581,156 |
Benefits paid (including direct rollovers) | 2013-08-31 | $559,954 |
Total plan assets at end of year | 2013-08-31 | $30,324 |
Total plan assets at beginning of year | 2013-08-31 | $27,231 |
Expenses. Other expenses not covered elsewhere | 2013-08-31 | $21,202 |
Net income (gross income less expenses) | 2013-08-31 | $3,093 |
Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $30,324 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $27,231 |
Total contributions received or receivable from employer(s) | 2013-08-31 | $584,249 |
2012 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2012 401k financial data |
---|
Total plan liabilities at beginning of year | 2012-08-31 | $18,804 |
Total income from all sources | 2012-08-31 | $609,485 |
Expenses. Total of all expenses incurred | 2012-08-31 | $582,254 |
Benefits paid (including direct rollovers) | 2012-08-31 | $546,077 |
Total plan assets at end of year | 2012-08-31 | $27,231 |
Total plan assets at beginning of year | 2012-08-31 | $18,804 |
Net income (gross income less expenses) | 2012-08-31 | $27,231 |
Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $27,231 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-08-31 | $609,485 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-08-31 | $36,177 |
2011 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-08-31 | $18,804 |
Total income from all sources | 2011-08-31 | $618,878 |
Expenses. Total of all expenses incurred | 2011-08-31 | $649,475 |
Benefits paid (including direct rollovers) | 2011-08-31 | $616,873 |
Total plan assets at end of year | 2011-08-31 | $18,804 |
Total plan assets at beginning of year | 2011-08-31 | $30,597 |
Total contributions received or receivable from participants | 2011-08-31 | $150,781 |
Other income received | 2011-08-31 | $1,297 |
Net income (gross income less expenses) | 2011-08-31 | $-30,597 |
Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $30,597 |
Total contributions received or receivable from employer(s) | 2011-08-31 | $466,800 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-08-31 | $32,602 |
2022: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses |
---|
2022-09-01 | Type of plan entity | Single employer plan |
2022-09-01 | This submission is the final filing | Yes |
2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2022-09-01 | Plan funding arrangement – Trust | Yes |
2022-09-01 | Plan benefit arrangement - Trust | Yes |
2021: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses |
---|
2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Plan funding arrangement – Trust | Yes |
2021-09-01 | Plan benefit arrangement - Trust | Yes |
2020: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses |
---|
2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Plan funding arrangement – Insurance | Yes |
2020-09-01 | Plan funding arrangement – Trust | Yes |
2020-09-01 | Plan benefit arrangement – Insurance | Yes |
2020-09-01 | Plan benefit arrangement - Trust | Yes |
2019: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses |
---|
2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Plan funding arrangement – Insurance | Yes |
2019-09-01 | Plan funding arrangement – Trust | Yes |
2019-09-01 | Plan benefit arrangement – Insurance | Yes |
2019-09-01 | Plan benefit arrangement - Trust | Yes |
2018: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2018 form 5500 responses |
---|
2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Plan funding arrangement – Insurance | Yes |
2018-09-01 | Plan funding arrangement – Trust | Yes |
2018-09-01 | Plan benefit arrangement – Insurance | Yes |
2018-09-01 | Plan benefit arrangement - Trust | Yes |
2017: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses |
---|
2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Plan funding arrangement – Insurance | Yes |
2017-09-01 | Plan funding arrangement – Trust | Yes |
2017-09-01 | Plan benefit arrangement – Insurance | Yes |
2017-09-01 | Plan benefit arrangement - Trust | Yes |
2016: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses |
---|
2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Plan funding arrangement – Insurance | Yes |
2016-09-01 | Plan funding arrangement – Trust | Yes |
2016-09-01 | Plan benefit arrangement – Insurance | Yes |
2016-09-01 | Plan benefit arrangement - Trust | Yes |
2015: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2015 form 5500 responses |
---|
2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Plan funding arrangement – Insurance | Yes |
2015-09-01 | Plan funding arrangement – Trust | Yes |
2015-09-01 | Plan benefit arrangement – Insurance | Yes |
2015-09-01 | Plan benefit arrangement - Trust | Yes |
2014: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2014 form 5500 responses |
---|
2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Plan funding arrangement – Insurance | Yes |
2014-09-01 | Plan funding arrangement – Trust | Yes |
2014-09-01 | Plan benefit arrangement – Insurance | Yes |
2014-09-01 | Plan benefit arrangement - Trust | Yes |
2013: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2013 form 5500 responses |
---|
2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Plan funding arrangement – Insurance | Yes |
2013-09-01 | Plan funding arrangement – Trust | Yes |
2013-09-01 | Plan benefit arrangement – Insurance | Yes |
2013-09-01 | Plan benefit arrangement - Trust | Yes |
2012: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2012 form 5500 responses |
---|
2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Plan funding arrangement – Insurance | Yes |
2012-09-01 | Plan funding arrangement – Trust | Yes |
2012-09-01 | Plan benefit arrangement – Insurance | Yes |
2012-09-01 | Plan benefit arrangement - Trust | Yes |
2011: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2011 form 5500 responses |
---|
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2009: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2009 form 5500 responses |
---|
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 3 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $425 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,237 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $425 | Insurance broker organization code? | 5 |
|
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 11 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $26,062 | Total amount of fees paid to insurance company | USD $18,277 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | COMPLIANCE FEES | Welfare Benefit Premiums Paid to Carrier | USD $173,736 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26,062 | Amount paid for insurance broker fees | 17257 | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | Insurance broker organization code? | 5 |
|
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 1 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $1,020 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $5,610 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,020 | Insurance broker organization code? | 5 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 2 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $1,159 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SUPP. LIFE PRODUCTS | Welfare Benefit Premiums Paid to Carrier | USD $7,726 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,159 | Insurance broker organization code? | 5 |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 4 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $554 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,693 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $554 | Insurance broker organization code? | 5 |
|
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 76236 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 5 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $37 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,708 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37 | Insurance broker organization code? | 5 |
|
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 6 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $145 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GAP COVERAGE | Welfare Benefit Premiums Paid to Carrier | USD $1,312 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $145 | Insurance broker organization code? | 5 |
|
TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 7 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | PERMANENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $3,356 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VERITY HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 9 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $1,275 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $3,825 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,275 | Insurance broker organization code? | 5 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 10 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 41 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $433 | 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 $1,834 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $433 | Insurance broker organization code? | 5 |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 3 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $412 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,408 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $412 | Insurance broker organization code? | 5 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 2 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $1,199 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SUPP. LIFE PRODUCTS | Welfare Benefit Premiums Paid to Carrier | USD $7,996 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,199 | Insurance broker organization code? | 5 |
|
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 1 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $1,126 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $6,061 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,126 | Insurance broker organization code? | 5 |
|
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 12 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $26,899 | Total amount of fees paid to insurance company | USD $18,416 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | COMPLIANCE FEES | Welfare Benefit Premiums Paid to Carrier | USD $181,535 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26,899 | Amount paid for insurance broker fees | 17290 | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | Insurance broker organization code? | 5 |
|
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 76236 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 5 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $34 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,708 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34 | Insurance broker organization code? | 5 |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 4 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $556 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,705 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $556 | Insurance broker organization code? | 5 |
|
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 6 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $158 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GAP COVERAGE | Welfare Benefit Premiums Paid to Carrier | USD $1,312 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $158 | Insurance broker organization code? | 5 |
|
TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 7 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | PERMANENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $3,356 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VERITY HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 9 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $1,408 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $4,179 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,408 | Insurance broker organization code? | 5 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 11 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 47 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $208 | 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 $1,940 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $208 | Insurance broker organization code? | 5 |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 5 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $451 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,753 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $451 | Insurance broker organization code? | 5 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 14 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $166 | 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 $2,003 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $166 | Insurance broker organization code? | 5 |
|
VERITY HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 11 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $1,126 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $3,378 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,126 | Insurance broker organization code? | 5 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 1 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $28,527 | Total amount of fees paid to insurance company | USD $19,905 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | COMPLIANCE FEES | Welfare Benefit Premiums Paid to Carrier | USD $190,177 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,527 | Amount paid for insurance broker fees | 18779 | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | Insurance broker organization code? | 5 |
|
AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 2 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $858 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | PRECERTIFICATION | Welfare Benefit Premiums Paid to Carrier | USD $2,336 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $858 | Insurance broker organization code? | 5 |
|
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 3 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $1,408 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $4,786 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,408 | Insurance broker organization code? | 5 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 4 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $1,042 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SUPP LIFE PRODUCTS | Welfare Benefit Premiums Paid to Carrier | USD $6,949 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,042 | Insurance broker organization code? | 5 |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 6 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $572 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,810 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $572 | Insurance broker organization code? | 5 |
|
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 76236 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 7 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $49 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,708 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $49 | Insurance broker organization code? | 5 |
|
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 8 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $248 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GAP COVERAGE | Welfare Benefit Premiums Paid to Carrier | USD $1,312 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $248 | Insurance broker organization code? | 5 |
|
TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 9 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | PERMANENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $3,356 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 2 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $767 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | PRECERTIFICATION | Welfare Benefit Premiums Paid to Carrier | USD $2,218 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 3 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $569 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $3,983 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 4 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $1,002 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SUPP LIFE PRODUCTS | Welfare Benefit Premiums Paid to Carrier | USD $6,681 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 6 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $511 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,407 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 5 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $544 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,505 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 76236 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 7 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $104 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,101 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 8 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $236 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GAP COVERAGE | Welfare Benefit Premiums Paid to Carrier | USD $1,998 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 9 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | PERMANENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $3,168 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ALWAYSCARE BENEFITS, INC. (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 11 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $214 | 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 $1,995 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VERITY HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 12 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-10-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $1,010 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $3,082 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ACTIVENET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 14 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2017-09-30 | Total amount of commissions paid to insurance broker | USD $168 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $312 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | NOT AVAILABLE |
Policy instance | 1 |
Insurance contract or identification number | NOT AVAILABLE | Number of Individuals Covered | 46 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $19,884 | Total amount of fees paid to insurance company | USD $19,501 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | COMPLIANCE FEES | Welfare Benefit Premiums Paid to Carrier | USD $132,574 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|