ALAMO CITY MOTORS, INC. has sponsored the creation of one or more 401k plans.
Additional information about ALAMO CITY MOTORS, INC.
| Measure | Date | Value |
|---|
| 2022: ALAMO/TEJAS SEC 125 PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-03-01 | 216 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 202 |
| Number of retired or separated participants receiving benefits | 2022-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-03-01 | 0 |
| Total of all active and inactive participants | 2022-03-01 | 202 |
| 2021: ALAMO/TEJAS SEC 125 PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 253 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 235 |
| Number of retired or separated participants receiving benefits | 2021-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 0 |
| Total of all active and inactive participants | 2021-03-01 | 235 |
| 2020: ALAMO/TEJAS SEC 125 PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-03-01 | 230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 247 |
| Number of retired or separated participants receiving benefits | 2020-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-03-01 | 0 |
| Total of all active and inactive participants | 2020-03-01 | 247 |
| 2019: ALAMO/TEJAS SEC 125 PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 259 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 230 |
| Number of retired or separated participants receiving benefits | 2019-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 0 |
| Total of all active and inactive participants | 2019-03-01 | 230 |
| 2018: ALAMO/TEJAS SEC 125 PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 331 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 217 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 0 |
| Total of all active and inactive participants | 2018-03-01 | 217 |
| 2017: ALAMO/TEJAS SEC 125 PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 551 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 331 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 0 |
| Total of all active and inactive participants | 2017-03-01 | 331 |
| 2016: ALAMO/TEJAS SEC 125 PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 319 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 551 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
| Total of all active and inactive participants | 2016-03-01 | 551 |
| 2015: ALAMO/TEJAS SEC 125 PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 306 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 319 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
| Total of all active and inactive participants | 2015-03-01 | 319 |
| 2014: ALAMO/TEJAS SEC 125 PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 313 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 306 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 0 |
| Total of all active and inactive participants | 2014-03-01 | 306 |
| 2013: ALAMO/TEJAS SEC 125 PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 218 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 313 |
| Total of all active and inactive participants | 2013-03-01 | 313 |
| Total participants | 2013-03-01 | 0 |
| 2012: ALAMO/TEJAS SEC 125 PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 224 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 218 |
| Total of all active and inactive participants | 2012-03-01 | 218 |
| Total participants | 2012-03-01 | 0 |
| 2011: ALAMO/TEJAS SEC 125 PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 180 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 185 |
| Total of all active and inactive participants | 2011-03-01 | 185 |
| Total participants | 2011-03-01 | 185 |
| 2009: ALAMO/TEJAS SEC 125 PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 184 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 177 |
| Total of all active and inactive participants | 2009-03-01 | 177 |
| Total participants | 2009-03-01 | 177 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 884861G |
| Policy instance | 3 |
| Insurance contract or identification number | 884861G | | Number of Individuals Covered | 273 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $18,005 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $108,024 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,005 | | Insurance broker organization code? | 3 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9367046 |
| Policy instance | 2 |
| Insurance contract or identification number | E9367046 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $11,067 | | Total amount of fees paid to insurance company | USD $6 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,479 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,336 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 6 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 1 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 106 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $16,556 | | Total amount of fees paid to insurance company | USD $4,052 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $102,482 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,284 | | Amount paid for insurance broker fees | 2275 | | Additional information about fees paid to insurance broker | BONUSES & NON CASH | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0149631 |
| Policy instance | 4 |
| Insurance contract or identification number | 0149631 | | Number of Individuals Covered | 354 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $117,576 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,198,646 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $87,547 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 884861G |
| Policy instance | 4 |
| Insurance contract or identification number | 884861G | | Number of Individuals Covered | 270 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $17,984 | | Total amount of fees paid to insurance company | USD $254 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $106,930 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,984 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 254 | | Additional information about fees paid to insurance broker | BONUS PAID |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0149631 |
| Policy instance | 5 |
| Insurance contract or identification number | 0149631 | | Number of Individuals Covered | 362 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $9,832 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,904,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,832 | | Insurance broker organization code? | 3 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9367046 |
| Policy instance | 3 |
| Insurance contract or identification number | E9367046 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $9,238 | | Total amount of fees paid to insurance company | USD $330 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,945 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,611 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 330 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 2 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $13,107 | | Total amount of fees paid to insurance company | USD $2,220 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $95,629 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,719 | | Amount paid for insurance broker fees | 609 | | Additional information about fees paid to insurance broker | BONUSES & NON CASH | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 911462 |
| Policy instance | 1 |
| Insurance contract or identification number | 911462 | | Number of Individuals Covered | 396 | | Insurance policy start date | 2021-03-01 | | Insurance policy end date | 2022-02-28 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 911462 |
| Policy instance | 1 |
| Insurance contract or identification number | 911462 | | Number of Individuals Covered | 396 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $4,130 | | Total amount of fees paid to insurance company | USD $97,735 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,946,003 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,826 | | Amount paid for insurance broker fees | 83258 | | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | | Insurance broker organization code? | 3 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 2 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $14,530 | | Total amount of fees paid to insurance company | USD $2,125 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,635 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,191 | | Amount paid for insurance broker fees | 884 | | Additional information about fees paid to insurance broker | BONUSES & NON CASH | | Insurance broker organization code? | 3 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9367046 |
| Policy instance | 3 |
| Insurance contract or identification number | E9367046 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $8,410 | | Total amount of fees paid to insurance company | USD $149 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $79,457 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,532 | | Amount paid for insurance broker fees | 3 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 884861G |
| Policy instance | 4 |
| Insurance contract or identification number | 884861G | | Number of Individuals Covered | 267 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $18,800 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $110,874 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,227 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0149631 |
| Policy instance | 5 |
| Insurance contract or identification number | 0149631 | | Number of Individuals Covered | 617 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $82,129 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,855,369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $66,791 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 911462 |
| Policy instance | 1 |
| Insurance contract or identification number | 911462 | | Number of Individuals Covered | 396 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $4,130 | | Total amount of fees paid to insurance company | USD $98,036 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,946,006 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,826 | | Amount paid for insurance broker fees | 83557 | | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | | Insurance broker organization code? | 3 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 2 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $15,736 | | Total amount of fees paid to insurance company | USD $1,632 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $114,273 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,025 | | Amount paid for insurance broker fees | 686 | | Additional information about fees paid to insurance broker | BONUSES & NON CASH | | Insurance broker organization code? | 3 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9367046 |
| Policy instance | 3 |
| Insurance contract or identification number | E9367046 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $13,124 | | Total amount of fees paid to insurance company | USD $1,039 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $79,523 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,444 | | Amount paid for insurance broker fees | 84 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 884861G |
| Policy instance | 4 |
| Insurance contract or identification number | 884861G | | Number of Individuals Covered | 286 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 2 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $21,713 | | Total amount of fees paid to insurance company | USD $2,546 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $127,661 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,796 | | Amount paid for insurance broker fees | 1430 | | Additional information about fees paid to insurance broker | BONUSES & NON CASH | | Insurance broker organization code? | 3 |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9367046 |
| Policy instance | 3 |
| Insurance contract or identification number | E9367046 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $14,810 | | Total amount of fees paid to insurance company | USD $828 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $74,070 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,712 | | Amount paid for insurance broker fees | 116 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 884861G |
| Policy instance | 4 |
| Insurance contract or identification number | 884861G | | Number of Individuals Covered | 286 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $17,907 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $100,680 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,907 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 911462 |
| Policy instance | 1 |
| Insurance contract or identification number | 911462 | | Number of Individuals Covered | 481 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $4,568 | | Total amount of fees paid to insurance company | USD $128,165 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,065,516 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,568 | | Amount paid for insurance broker fees | 128144 | | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 305120 |
| Policy instance | 4 |
| Insurance contract or identification number | 305120 | | Number of Individuals Covered | 298 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $35,920 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $201,744 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35,920 | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL INSURANCE INC |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9367046 |
| Policy instance | 3 |
| Insurance contract or identification number | E9367046 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $11,421 | | Total amount of fees paid to insurance company | USD $797 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $69,653 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,881 | | Amount paid for insurance broker fees | 124 | | Insurance broker organization code? | 3 | | Insurance broker name | LEROY PHELPS |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 2 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 133 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $21,201 | | Total amount of fees paid to insurance company | USD $4,081 | | Life 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 $5,277 | | Amount paid for insurance broker fees | 581 | | Additional information about fees paid to insurance broker | BONUSES & NON CASH | | Insurance broker organization code? | 3 | | Insurance broker name | HORIZON BENEFITS |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 911462 |
| Policy instance | 1 |
| Insurance contract or identification number | 911462 | | Number of Individuals Covered | 479 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $2,776 | | Total amount of fees paid to insurance company | USD $67,538 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,022,414 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,217 | | Amount paid for insurance broker fees | 67538 | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL INSURANCE |
|
| SAFEGUARD HEALTH PLANS, INC. A TEXAS CORPORATION (National Association of Insurance Commissioners NAIC id number: 95051 ) |
| Policy contract number | 5922418 |
| Policy instance | 6 |
| Insurance contract or identification number | 5922418 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $889 | | Welfare Benefit Premiums Paid to Carrier | USD $8,889 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $889 | | Insurance broker organization code? | 3 | | Insurance broker name | B C STEVENSON GROUP LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05922418 |
| Policy instance | 7 |
| Insurance contract or identification number | KM05922418 | | Number of Individuals Covered | 495 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $17,710 | | Welfare Benefit Premiums Paid to Carrier | USD $115,955 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,710 | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL BENEFIT ADVISORS |
|
| SAFEGUARD HEALTH PLANS, INC (National Association of Insurance Commissioners NAIC id number: 95051 ) |
| Policy contract number | KM05922418 |
| Policy instance | 5 |
| Insurance contract or identification number | KM05922418 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $528 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $528 | | Insurance broker organization code? | 3 | | Insurance broker name | B C STEVENSON GROUP LLC |
|
| AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95490 ) |
| Policy contract number | 0605184HNO |
| Policy instance | 4 |
| Insurance contract or identification number | 0605184HNO | | Number of Individuals Covered | 144 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $39,590 | | Welfare Benefit Premiums Paid to Carrier | USD $704,761 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39,590 | | Insurance broker organization code? | 3 | | Insurance broker name | BC STEVESON GROUP LLC |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 3 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-03 | | Total amount of commissions paid to insurance broker | USD $15,840 | | Total amount of fees paid to insurance company | USD $2,257 | | Welfare Benefit Premiums Paid to Carrier | USD $87,654 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,512 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 253 | | Insurance broker name | PAUL LARSON |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05922418 |
| Policy instance | 2 |
| Insurance contract or identification number | KM05922418 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $11,764 | | Welfare Benefit Premiums Paid to Carrier | USD $70,688 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,764 | | Insurance broker organization code? | 3 | | Insurance broker name | B C STEVENSON GROUP LLC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 605184 |
| Policy instance | 1 |
| Insurance contract or identification number | 605184 | | Number of Individuals Covered | 517 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $70,676 | | Welfare Benefit Premiums Paid to Carrier | USD $1,218,038 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $70,676 | | Insurance broker organization code? | 3 | | Insurance broker name | BC STEVENSON GROUP LLC |
|
| AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95490 ) |
| Policy contract number | 0605184HNO |
| Policy instance | 6 |
| Insurance contract or identification number | 0605184HNO | | Number of Individuals Covered | 117 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $67,890 | | Welfare Benefit Premiums Paid to Carrier | USD $571,236 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $67,890 | | Insurance broker organization code? | 3 | | Insurance broker name | BC STEVESON GROUP LLC |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 5 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $10,392 | | Total amount of fees paid to insurance company | USD $401 | | Welfare Benefit Premiums Paid to Carrier | USD $7,258 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,723 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 12 | | Insurance broker name | RICHARD TROEGER |
|
| UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 ) |
| Policy contract number | 5241741 |
| Policy instance | 3 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $521 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $521 | | Insurance broker organization code? | 3 | | Insurance broker name | B C STEVENSON GROUP INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 605184 |
| Policy instance | 1 |
| Insurance contract or identification number | 605184 | | Number of Individuals Covered | 238 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $31,414 | | Welfare Benefit Premiums Paid to Carrier | USD $1,163,121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31,414 | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5241741 |
| Policy instance | 2 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 505 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $3,869 | | Welfare Benefit Premiums Paid to Carrier | USD $38,517 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,869 | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05922418 |
| Policy instance | 4 |
| Insurance contract or identification number | KM05922418 | | Number of Individuals Covered | 416 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $14,887 | | Welfare Benefit Premiums Paid to Carrier | USD $111,331 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,887 | | Insurance broker organization code? | 3 | | Insurance broker name | B C STEVENSON GROUP LLC |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-033964 |
| Policy instance | 8 |
| Insurance contract or identification number | 010-033964 | | Number of Individuals Covered | 140 | | Total amount of commissions paid to insurance broker | USD $1,203 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,027 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,203 | | Insurance broker name | BRIAN STEVENSON |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 854144G |
| Policy instance | 4 |
| Insurance contract or identification number | 854144G | | Number of Individuals Covered | 93 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of fees paid to insurance company | USD $15,221 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $72,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 15221 | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 5 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $12,429 | | Total amount of fees paid to insurance company | USD $1,067 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,776 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,129 | | Amount paid for insurance broker fees | 92 | | Insurance broker organization code? | 3 | | Insurance broker name | ROSALINDA BENTACUR |
|
| UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 ) |
| Policy contract number | 5241741 |
| Policy instance | 3 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $1,165 | | Total amount of fees paid to insurance company | USD $347 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,514 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,165 | | Amount paid for insurance broker fees | 347 | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5241741 |
| Policy instance | 2 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 470 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $7,403 | | Total amount of fees paid to insurance company | USD $3,456 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $63,806 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,403 | | Amount paid for insurance broker fees | 3456 | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 605184 |
| Policy instance | 1 |
| Insurance contract or identification number | 605184 | | Number of Individuals Covered | 310 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of fees paid to insurance company | USD $80,001 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,305,946 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 80001 | | Additional information about fees paid to insurance broker | 2ND QTR 2012 MEDICAL NEW BUSINESS SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-033952 |
| Policy instance | 6 |
| Insurance contract or identification number | 010-033952 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $598 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,982 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $598 | | Insurance broker name | BRIAN STEVENSON |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 605184 |
| Policy instance | 6 |
| Insurance contract or identification number | 605184 | | Number of Individuals Covered | 389 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $61,668 | | Total amount of fees paid to insurance company | USD $20,100 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,289,581 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $61,668 | | Amount paid for insurance broker fees | 20100 | | Additional information about fees paid to insurance broker | 2ND QTR 2012 MEDICAL NEW BUSINESS SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5241741 |
| Policy instance | 5 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 233 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $6,811 | | Total amount of fees paid to insurance company | USD $988 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $67,874 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,811 | | Amount paid for insurance broker fees | 988 | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 ) |
| Policy contract number | 5241741 |
| Policy instance | 4 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 77 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $1,379 | | Total amount of fees paid to insurance company | USD $142 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,774 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,379 | | Amount paid for insurance broker fees | 142 | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-033952 |
| Policy instance | 1 |
| Insurance contract or identification number | 010-033952 | | Number of Individuals Covered | 77 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $538 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $538 | | Insurance broker name | BRIAN STEVENSON |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 854144G |
| Policy instance | 3 |
| Insurance contract or identification number | 854144G | | Number of Individuals Covered | 109 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $16,147 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability 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 $16,147 | | Insurance broker organization code? | 3 | | Insurance broker name | AUDREY STEVENSON |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 2 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $13,603 | | Total amount of fees paid to insurance company | USD $1,019 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $86,106 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12 | | Amount paid for insurance broker fees | 1 | | Insurance broker organization code? | 3 | | Insurance broker name | JOAN TERRELL |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0709812 |
| Policy instance | 6 |
| Insurance contract or identification number | 0709812 | | Number of Individuals Covered | 403 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $76,075 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,267,921 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 2 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $10,487 | | Total amount of fees paid to insurance company | USD $957 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,402 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5241741 |
| Policy instance | 5 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $6,051 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $61,455 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 ) |
| Policy contract number | 5241741 |
| Policy instance | 4 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $1,251 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,512 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 854144G |
| Policy instance | 3 |
| Insurance contract or identification number | 854144G | | Number of Individuals Covered | 253 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $12,228 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $65,439 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-033952 |
| Policy instance | 1 |
| Insurance contract or identification number | 010-033952 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,129 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0709812 |
| Policy instance | 7 |
| Insurance contract or identification number | 0709812 | | Number of Individuals Covered | 313 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $70,999 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,183,309 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
| Policy contract number | E9715798 |
| Policy instance | 3 |
| Insurance contract or identification number | E9715798 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $9,779 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,776 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 ) |
| Policy contract number | 5241778 |
| Policy instance | 1 |
| Insurance contract or identification number | 5241778 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $495 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,945 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5241741 |
| Policy instance | 6 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $1,266 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 ) |
| Policy contract number | 5241741 |
| Policy instance | 5 |
| Insurance contract or identification number | 5241741 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $749 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,486 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 854144G |
| Policy instance | 4 |
| Insurance contract or identification number | 854144G | | Number of Individuals Covered | 203 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $16,240 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $76,902 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5241778 |
| Policy instance | 2 |
| Insurance contract or identification number | 5241778 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $2,110 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,054 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
