LOPEZ FOOD, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN
401k plan membership statisitcs for LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN
Measure | Date | Value |
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2022: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 586 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 571 |
Total of all active and inactive participants | 2022-01-01 | 571 |
2021: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 589 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 586 |
Total of all active and inactive participants | 2021-01-01 | 586 |
2020: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 563 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 589 |
Total of all active and inactive participants | 2020-01-01 | 589 |
2019: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 540 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 563 |
Total of all active and inactive participants | 2019-01-01 | 563 |
Total participants | 2019-01-01 | 563 |
2018: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 714 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 540 |
Total of all active and inactive participants | 2018-01-01 | 540 |
Total participants | 2018-01-01 | 540 |
2017: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 401 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 714 |
Total of all active and inactive participants | 2017-01-01 | 714 |
Total participants | 2017-01-01 | 714 |
2016: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 397 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 401 |
Total of all active and inactive participants | 2016-01-01 | 401 |
Total participants | 2016-01-01 | 401 |
2015: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 355 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 397 |
Total of all active and inactive participants | 2015-01-01 | 397 |
Total participants | 2015-01-01 | 397 |
2014: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 380 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 355 |
Total of all active and inactive participants | 2014-01-01 | 355 |
Total participants | 2014-01-01 | 355 |
2013: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 442 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 380 |
Total of all active and inactive participants | 2013-01-01 | 380 |
Total participants | 2013-01-01 | 380 |
2012: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 442 |
Total of all active and inactive participants | 2012-01-01 | 442 |
Total participants | 2012-01-01 | 442 |
2011: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 210 |
Total of all active and inactive participants | 2011-01-01 | 210 |
Total participants | 2011-01-01 | 210 |
2009: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 156 |
Total of all active and inactive participants | 2009-01-01 | 156 |
Total participants | 2009-01-01 | 156 |
2022: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: LOPEZ FOOD, INC. (SAL) WELFARE BENEFIT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | F026123 |
Policy instance | 4 |
Insurance contract or identification number | F026123 | Number of Individuals Covered | 609 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $7,052 | Total amount of fees paid to insurance company | USD $2,477 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,013 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,052 | Amount paid for insurance broker fees | 2477 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1203 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $95,774 | Total amount of fees paid to insurance company | USD $14,071 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $492,419 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $95,774 | Amount paid for insurance broker fees | 14071 | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 604 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2023-01-01 | Total amount of commissions paid to insurance broker | USD $33,147 | Total amount of fees paid to insurance company | USD $10,457 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | SHORT TERM DISABILITY & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $243,415 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,147 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 10457 | Additional information about fees paid to insurance broker | ADMINISTRATION |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 25 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2023-01-01 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $15,001 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 27 | Insurance policy start date | 2021-01-02 | Insurance policy end date | 2021-12-27 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $17,316 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | F026123 |
Policy instance | 4 |
Insurance contract or identification number | F026123 | Number of Individuals Covered | 565 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $6,800 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,800 | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1292 | Insurance policy start date | 2021-01-02 | Insurance policy end date | 2021-12-27 | Total amount of commissions paid to insurance broker | USD $79,296 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $499,314 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $79,296 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 602 | Insurance policy start date | 2021-01-02 | Insurance policy end date | 2021-12-27 | Total amount of commissions paid to insurance broker | USD $35,535 | Total amount of fees paid to insurance company | USD $35,100 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | SHORT TERM DISABILITY & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $255,187 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,535 | Amount paid for insurance broker fees | 35100 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 4 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 27 | Insurance policy start date | 2020-01-02 | Insurance policy end date | 2020-12-27 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $17,666 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 609 | Insurance policy start date | 2020-01-02 | Insurance policy end date | 2020-12-27 | Total amount of commissions paid to insurance broker | USD $35,762 | Total amount of fees paid to insurance company | USD $31,244 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | SHORT TERM DISABILITY & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $253,799 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,762 | Amount paid for insurance broker fees | 31244 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1337 | Insurance policy start date | 2020-01-02 | Insurance policy end date | 2020-12-27 | Total amount of commissions paid to insurance broker | USD $74,950 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $441,166 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $74,950 | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1290 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $58,012 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $380,914 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $58,012 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 564 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-01-01 | Total amount of commissions paid to insurance broker | USD $31,291 | Total amount of fees paid to insurance company | USD $24,204 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | SHORT TERM DISABILITY & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $203,172 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,291 | Amount paid for insurance broker fees | 24204 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 27 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-01-01 | Total amount of commissions paid to insurance broker | USD $2,676 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $17,486 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,676 | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1257 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $67,934 | Total amount of fees paid to insurance company | USD $342,018 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $373,750 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $67,934 | Amount paid for insurance broker fees | 342018 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 534 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $27,034 | Total amount of fees paid to insurance company | USD $37,321 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | SHORT TERM DISABILITY & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $183,018 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,034 | Amount paid for insurance broker fees | 37321 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 25 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $3,341 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $16,712 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,341 | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1577 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $124,818 | Total amount of fees paid to insurance company | USD $489,358 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $374,919 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $124,818 | Amount paid for insurance broker fees | 489358 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | THE PLEXUS GROUPE |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 751 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2018-01-01 | Total amount of commissions paid to insurance broker | USD $33,777 | Total amount of fees paid to insurance company | USD $34,024 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADMINSITRATIVE SERVICES & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $206,220 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,777 | Amount paid for insurance broker fees | 34024 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | THE PLEXUS GROUPE |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 29 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2018-01-01 | Total amount of commissions paid to insurance broker | USD $4,179 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $22,235 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,179 | Insurance broker organization code? | 3 | Insurance broker name | THE PLEXUS GROUPE |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 11 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-04-01 | Total amount of commissions paid to insurance broker | USD $1,602 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $7,402 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,602 | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES INC |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1655 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $71,895 | Total amount of fees paid to insurance company | USD $254,125 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $167,172 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $71,895 | Amount paid for insurance broker fees | 254125 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES, INC. |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 944 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2016-01-01 | Total amount of commissions paid to insurance broker | USD $18,487 | Total amount of fees paid to insurance company | USD $17,248 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADMINSITRATIVE SERVICES & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $97,323 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,487 | Amount paid for insurance broker fees | 17248 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES, INC. |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 15 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-04-01 | Total amount of commissions paid to insurance broker | USD $1,816 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $9,754 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,816 | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES INC |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 902 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2015-01-01 | Total amount of commissions paid to insurance broker | USD $19,763 | Total amount of fees paid to insurance company | USD $18,428 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADMINSITRATIVE SERVICES & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $103,710 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,763 | Amount paid for insurance broker fees | 18428 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES, INC. |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1647 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $69,255 | Total amount of fees paid to insurance company | USD $229,755 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $164,767 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $69,255 | Amount paid for insurance broker fees | 229755 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES, INC. |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 1026 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2014-01-01 | Total amount of commissions paid to insurance broker | USD $20,911 | Total amount of fees paid to insurance company | USD $19,634 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADMINSITRATIVE SERVICES & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $109,503 | Commission paid to Insurance Broker | USD $20,911 | Amount paid for insurance broker fees | 19634 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES, INC. |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 16 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-04-01 | Total amount of commissions paid to insurance broker | USD $2,049 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $9,405 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,049 | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES INC |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1817 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2014-01-01 | Total amount of commissions paid to insurance broker | USD $73,275 | Total amount of fees paid to insurance company | USD $251,410 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,927,326 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $73,275 | Amount paid for insurance broker fees | 251410 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES, INC. |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 000107 |
Policy instance | 3 |
Insurance contract or identification number | 000107 | Number of Individuals Covered | 1010 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $80,700 | Total amount of fees paid to insurance company | USD $233,730 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,609,957 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $80,700 | Amount paid for insurance broker fees | 233730 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES, INC. |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 983 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2013-01-01 | Total amount of commissions paid to insurance broker | USD $24,657 | Total amount of fees paid to insurance company | USD $14,043 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADMINSITRATIVE SERVICES & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $113,591 | Commission paid to Insurance Broker | USD $24,657 | Amount paid for insurance broker fees | 14043 | Additional information about fees paid to insurance broker | ADMINISTRATIVE SERVICE OR OTHER FEE | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES, INC. |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 18 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-04-01 | Total amount of commissions paid to insurance broker | USD $2,015 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $9,746 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,015 | Insurance broker organization code? | 3 | Insurance broker name | CHER A. BUMPS & ASSOCIATES INC |
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MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000AIIXS |
Policy instance | 2 |
Insurance contract or identification number | G000AIIXS | Number of Individuals Covered | 633 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2012-01-01 | Total amount of commissions paid to insurance broker | USD $9,894 | Total amount of fees paid to insurance company | USD $8,847 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADMINSITRATIVE SERVICES & AD&D | Welfare Benefit Premiums Paid to Carrier | USD $61,346 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 094995 |
Policy instance | 1 |
Insurance contract or identification number | 094995 | Number of Individuals Covered | 13 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-04-01 | Total amount of commissions paid to insurance broker | USD $2,055 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $10,398 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 013094 |
Policy instance | 2 |
Insurance contract or identification number | 013094 | Number of Individuals Covered | 98 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2011-01-01 | Total amount of commissions paid to insurance broker | USD $22,033 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | STOP LOSS | Welfare Benefit Premiums Paid to Carrier | USD $107,549 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 090801 |
Policy instance | 1 |
Insurance contract or identification number | 090801 | Number of Individuals Covered | 259 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $7,633 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $50,887 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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