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GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 401k Plan overview

Plan NameGOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST
Plan identification number 501

GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC has sponsored the creation of one or more 401k plans.

Company Name:GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC
Employer identification number (EIN):720970307
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-09-01
5012021-09-01
5012020-09-01
5012019-09-01
5012018-09-01
5012017-09-01JORGE VILAR
5012016-09-01JORGE VILAR
5012015-09-01JORGE VILAR
5012014-09-01JORGE VILAR
5012013-09-01JORGE VILAR
5012012-09-01JORGE VILAR
5012011-09-01JORGE VILAR
5012009-09-01JORGE VILAR

Plan Statistics for 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-year2022-09-010
Total number of active participants reported on line 7a of the Form 55002022-09-010
Total of all active and inactive participants2022-09-010
2021: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-09-0141
Total number of active participants reported on line 7a of the Form 55002021-09-010
Total of all active and inactive participants2021-09-010
2020: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-09-0147
Total number of active participants reported on line 7a of the Form 55002020-09-0141
Total of all active and inactive participants2020-09-0141
2019: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-09-0144
Total number of active participants reported on line 7a of the Form 55002019-09-0147
Total of all active and inactive participants2019-09-0147
2018: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-09-0146
Total number of active participants reported on line 7a of the Form 55002018-09-0144
Total of all active and inactive participants2018-09-0144
2017: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-09-0146
Total number of active participants reported on line 7a of the Form 55002017-09-0146
Total of all active and inactive participants2017-09-0146
2016: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-09-0147
Total number of active participants reported on line 7a of the Form 55002016-09-0146
Total of all active and inactive participants2016-09-0146
2015: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-09-0148
Total number of active participants reported on line 7a of the Form 55002015-09-0147
Total of all active and inactive participants2015-09-0147
2014: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-09-0159
Total number of active participants reported on line 7a of the Form 55002014-09-0148
Total of all active and inactive participants2014-09-0148
2013: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-09-0147
Total number of active participants reported on line 7a of the Form 55002013-09-0159
Total of all active and inactive participants2013-09-0159
2012: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-09-0146
Total number of active participants reported on line 7a of the Form 55002012-09-0147
Total of all active and inactive participants2012-09-0147
2011: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-0148
Total number of active participants reported on line 7a of the Form 55002011-09-0146
Total of all active and inactive participants2011-09-0146
2009: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-09-0145
Total number of active participants reported on line 7a of the Form 55002009-09-0147
Total of all active and inactive participants2009-09-0147

Financial Data on GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST

Measure Date Value
2023 : GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2023 401k financial data
Expenses. Total of all expenses incurred2023-02-07$11,802
Benefits paid (including direct rollovers)2023-02-07$11,802
Total plan assets at end of year2023-02-07$0
Total plan assets at beginning of year2023-02-07$11,802
Net income (gross income less expenses)2023-02-07$-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 sources2022-08-31$40,682
Expenses. Total of all expenses incurred2022-08-31$44,320
Benefits paid (including direct rollovers)2022-08-31$33,959
Total plan assets at end of year2022-08-31$11,802
Total plan assets at beginning of year2022-08-31$15,440
Expenses. Other expenses not covered elsewhere2022-08-31$10,361
Net income (gross income less expenses)2022-08-31$-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 sources2021-08-31$740,985
Expenses. Total of all expenses incurred2021-08-31$743,206
Benefits paid (including direct rollovers)2021-08-31$720,384
Total plan assets at end of year2021-08-31$15,440
Total plan assets at beginning of year2021-08-31$17,661
Expenses. Other expenses not covered elsewhere2021-08-31$22,822
Other income received2021-08-31$19,932
Net income (gross income less expenses)2021-08-31$-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 sources2020-08-31$884,575
Expenses. Total of all expenses incurred2020-08-31$885,790
Benefits paid (including direct rollovers)2020-08-31$863,465
Total plan assets at end of year2020-08-31$17,661
Total plan assets at beginning of year2020-08-31$18,876
Expenses. Other expenses not covered elsewhere2020-08-31$22,325
Other income received2020-08-31$5,607
Net income (gross income less expenses)2020-08-31$-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 sources2019-08-31$906,623
Expenses. Total of all expenses incurred2019-08-31$909,873
Benefits paid (including direct rollovers)2019-08-31$886,041
Total plan assets at end of year2019-08-31$18,876
Total plan assets at beginning of year2019-08-31$22,126
Expenses. Other expenses not covered elsewhere2019-08-31$23,832
Other income received2019-08-31$7,326
Net income (gross income less expenses)2019-08-31$-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 sources2018-08-31$1,017,225
Expenses. Total of all expenses incurred2018-08-31$1,014,940
Benefits paid (including direct rollovers)2018-08-31$991,413
Total plan assets at end of year2018-08-31$22,126
Total plan assets at beginning of year2018-08-31$19,841
Expenses. Other expenses not covered elsewhere2018-08-31$23,527
Other income received2018-08-31$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 sources2017-08-31$1,218,155
Expenses. Total of all expenses incurred2017-08-31$1,215,103
Benefits paid (including direct rollovers)2017-08-31$1,190,749
Total plan assets at end of year2017-08-31$19,841
Total plan assets at beginning of year2017-08-31$16,789
Expenses. Other expenses not covered elsewhere2017-08-31$24,354
Other income received2017-08-31$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 sources2016-08-31$742,453
Expenses. Total of all expenses incurred2016-08-31$752,046
Benefits paid (including direct rollovers)2016-08-31$724,978
Total plan assets at end of year2016-08-31$16,789
Total plan assets at beginning of year2016-08-31$26,382
Expenses. Other expenses not covered elsewhere2016-08-31$27,068
Net income (gross income less expenses)2016-08-31$-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 sources2015-08-31$819,372
Expenses. Total of all expenses incurred2015-08-31$807,778
Benefits paid (including direct rollovers)2015-08-31$779,102
Total plan assets at end of year2015-08-31$26,382
Total plan assets at beginning of year2015-08-31$14,788
Expenses. Other expenses not covered elsewhere2015-08-31$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 sources2014-08-31$683,266
Expenses. Total of all expenses incurred2014-08-31$698,802
Benefits paid (including direct rollovers)2014-08-31$672,412
Total plan assets at end of year2014-08-31$14,788
Total plan assets at beginning of year2014-08-31$30,324
Expenses. Other expenses not covered elsewhere2014-08-31$26,390
Net income (gross income less expenses)2014-08-31$-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 sources2013-08-31$584,249
Expenses. Total of all expenses incurred2013-08-31$581,156
Benefits paid (including direct rollovers)2013-08-31$559,954
Total plan assets at end of year2013-08-31$30,324
Total plan assets at beginning of year2013-08-31$27,231
Expenses. Other expenses not covered elsewhere2013-08-31$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 year2012-08-31$18,804
Total income from all sources2012-08-31$609,485
Expenses. Total of all expenses incurred2012-08-31$582,254
Benefits paid (including direct rollovers)2012-08-31$546,077
Total plan assets at end of year2012-08-31$27,231
Total plan assets at beginning of year2012-08-31$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 year2011-08-31$18,804
Total income from all sources2011-08-31$618,878
Expenses. Total of all expenses incurred2011-08-31$649,475
Benefits paid (including direct rollovers)2011-08-31$616,873
Total plan assets at end of year2011-08-31$18,804
Total plan assets at beginning of year2011-08-31$30,597
Total contributions received or receivable from participants2011-08-31$150,781
Other income received2011-08-31$1,297
Net income (gross income less expenses)2011-08-31$-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

Form 5500 Responses for GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST

2022: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01This submission is the final filingYes
2022-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-09-01Plan funding arrangement – TrustYes
2022-09-01Plan benefit arrangement - TrustYes
2021: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: GOLD, WEEMS, BRUSER, SUES & RUNDELL, APLC EMPLOYEE BENEFIT PLAN & TRUST 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01This submission is the final filingNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $425
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $425
Insurance broker organization code?5
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 11
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $26,062
Total amount of fees paid to insurance companyUSD $18,277
Health Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE FEES
Welfare Benefit Premiums Paid to CarrierUSD $173,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,062
Amount paid for insurance broker fees17257
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $1,020
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $5,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,020
Insurance broker organization code?5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $1,159
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSUPP. LIFE PRODUCTS
Welfare Benefit Premiums Paid to CarrierUSD $7,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,159
Insurance broker organization code?5
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 )
Policy contract numberNOT AVAILABLE
Policy instance 4
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $554
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,693
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $554
Insurance broker organization code?5
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 76236 )
Policy contract numberNOT AVAILABLE
Policy instance 5
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $37
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37
Insurance broker organization code?5
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 )
Policy contract numberNOT AVAILABLE
Policy instance 6
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $145
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedGAP COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $1,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $145
Insurance broker organization code?5
TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 )
Policy contract numberNOT AVAILABLE
Policy instance 7
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPERMANENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 9
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $1,275
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,275
Insurance broker organization code?5
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberNOT AVAILABLE
Policy instance 10
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered41
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $433
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $433
Insurance broker organization code?5
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $412
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $412
Insurance broker organization code?5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $1,199
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSUPP. LIFE PRODUCTS
Welfare Benefit Premiums Paid to CarrierUSD $7,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,199
Insurance broker organization code?5
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $1,126
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $6,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,126
Insurance broker organization code?5
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 12
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $26,899
Total amount of fees paid to insurance companyUSD $18,416
Health Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE FEES
Welfare Benefit Premiums Paid to CarrierUSD $181,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,899
Amount paid for insurance broker fees17290
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 76236 )
Policy contract numberNOT AVAILABLE
Policy instance 5
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $34
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34
Insurance broker organization code?5
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 )
Policy contract numberNOT AVAILABLE
Policy instance 4
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $556
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $556
Insurance broker organization code?5
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 )
Policy contract numberNOT AVAILABLE
Policy instance 6
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $158
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedGAP COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $1,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $158
Insurance broker organization code?5
TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 )
Policy contract numberNOT AVAILABLE
Policy instance 7
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPERMANENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 9
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $1,408
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $4,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,408
Insurance broker organization code?5
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberNOT AVAILABLE
Policy instance 11
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered47
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $208
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $208
Insurance broker organization code?5
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberNOT AVAILABLE
Policy instance 5
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $451
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $451
Insurance broker organization code?5
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberNOT AVAILABLE
Policy instance 14
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $166
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $166
Insurance broker organization code?5
VERITY HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 11
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,126
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,126
Insurance broker organization code?5
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $28,527
Total amount of fees paid to insurance companyUSD $19,905
Health Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE FEES
Welfare Benefit Premiums Paid to CarrierUSD $190,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,527
Amount paid for insurance broker fees18779
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $858
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPRECERTIFICATION
Welfare Benefit Premiums Paid to CarrierUSD $2,336
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $858
Insurance broker organization code?5
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,408
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $4,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,408
Insurance broker organization code?5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 4
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,042
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSUPP LIFE PRODUCTS
Welfare Benefit Premiums Paid to CarrierUSD $6,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,042
Insurance broker organization code?5
BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 )
Policy contract numberNOT AVAILABLE
Policy instance 6
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $572
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $572
Insurance broker organization code?5
CINCINNATI LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 76236 )
Policy contract numberNOT AVAILABLE
Policy instance 7
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $49
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49
Insurance broker organization code?5
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 )
Policy contract numberNOT AVAILABLE
Policy instance 8
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $248
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedGAP COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $1,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $248
Insurance broker organization code?5
TEXAS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69396 )
Policy contract numberNOT AVAILABLE
Policy instance 9
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered44
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPERMANENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $767
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPRECERTIFICATION
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $569
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 4
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $1,002
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSUPP LIFE PRODUCTS
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 6
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $511
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 5
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $544
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 7
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $104
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 8
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $236
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedGAP COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 9
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPERMANENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 11
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $214
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 12
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-10-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $1,010
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 14
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $168
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $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 numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered46
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $19,884
Total amount of fees paid to insurance companyUSD $19,501
Health Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE FEES
Welfare Benefit Premiums Paid to CarrierUSD $132,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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