KOLDER, INC. has sponsored the creation of one or more 401k plans.
Additional information about KOLDER, INC.
Submission information for form 5500 for 401k plan KOLDER, INC. EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for KOLDER, INC. EMPLOYEE BENEFIT PLAN
Measure | Date | Value |
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2022: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 190 |
Total of all active and inactive participants | 2022-01-01 | 190 |
Total participants | 2022-01-01 | 190 |
2021: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 137 |
Total of all active and inactive participants | 2021-01-01 | 137 |
Total participants | 2021-01-01 | 137 |
2020: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-03-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 129 |
Total of all active and inactive participants | 2020-03-01 | 129 |
Total participants | 2020-03-01 | 129 |
2019: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-03-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 156 |
Total of all active and inactive participants | 2019-03-01 | 156 |
Total participants | 2019-03-01 | 156 |
Number of participants with account balances | 2019-03-01 | 0 |
2018: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-03-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 206 |
Total of all active and inactive participants | 2018-03-01 | 206 |
Total participants | 2018-03-01 | 206 |
2017: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-03-01 | 375 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 295 |
Total of all active and inactive participants | 2017-03-01 | 295 |
Total participants | 2017-03-01 | 295 |
2016: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-03-01 | 364 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 375 |
Total of all active and inactive participants | 2016-03-01 | 375 |
Total participants | 2016-03-01 | 375 |
Total participants, beginning-of-year | 2016-02-01 | 186 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 364 |
Total of all active and inactive participants | 2016-02-01 | 364 |
Total participants | 2016-02-01 | 364 |
2015: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-02-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 186 |
Total of all active and inactive participants | 2015-02-01 | 186 |
Total participants | 2015-02-01 | 0 |
2014: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-02-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 207 |
Total of all active and inactive participants | 2014-02-01 | 207 |
Total participants | 2014-02-01 | 0 |
2013: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-02-01 | 211 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 189 |
Total of all active and inactive participants | 2013-02-01 | 189 |
Total participants | 2013-02-01 | 0 |
2012: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-02-01 | 432 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 211 |
Total of all active and inactive participants | 2012-02-01 | 211 |
Total participants | 2012-02-01 | 0 |
2011: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-02-01 | 267 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 432 |
Total of all active and inactive participants | 2011-02-01 | 432 |
Total participants | 2011-02-01 | 432 |
2010: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-02-01 | 184 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 267 |
Total of all active and inactive participants | 2010-02-01 | 267 |
Total participants | 2010-02-01 | 267 |
2009: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 190 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 184 |
Total of all active and inactive participants | 2009-10-01 | 184 |
Total participants | 2009-10-01 | 184 |
Measure | Date | Value |
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2017 : KOLDER, INC. EMPLOYEE BENEFIT PLAN 2017 401k financial data |
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Value of total assets at end of year | 2017-02-28 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-02-28 | No |
Was this plan covered by a fidelity bond | 2017-02-28 | No |
If this is an individual account plan, was there a blackout period | 2017-02-28 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-02-28 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-02-28 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-02-28 | No |
Value of interest in common/collective trusts at end of year | 2017-02-28 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-02-28 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-02-28 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-02-28 | No |
Did the plan have assets held for investment | 2017-02-28 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-02-28 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-02-28 | No |
2016 : KOLDER, INC. EMPLOYEE BENEFIT PLAN 2016 401k financial data |
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Value of total assets at end of year | 2016-01-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-01-31 | No |
Was this plan covered by a fidelity bond | 2016-01-31 | No |
If this is an individual account plan, was there a blackout period | 2016-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-01-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-01-31 | No |
Value of interest in common/collective trusts at end of year | 2016-01-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-01-31 | No |
Did the plan have assets held for investment | 2016-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-01-31 | No |
2015 : KOLDER, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data |
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Value of total assets at end of year | 2015-01-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-01-31 | No |
Was this plan covered by a fidelity bond | 2015-01-31 | No |
If this is an individual account plan, was there a blackout period | 2015-01-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-01-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-01-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-01-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-01-31 | No |
Value of interest in common/collective trusts at end of year | 2015-01-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-01-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-01-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-01-31 | No |
Did the plan have assets held for investment | 2015-01-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-01-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-01-31 | No |
2022: KOLDER, INC. EMPLOYEE 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 benefit arrangement – Insurance | Yes |
2021: KOLDER, INC. EMPLOYEE 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 benefit arrangement – Insurance | Yes |
2020: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
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2020-03-01 | Type of plan entity | Single employer plan |
2020-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-03-01 | Plan funding arrangement – Insurance | Yes |
2020-03-01 | Plan benefit arrangement – Insurance | Yes |
2019: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
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2019-03-01 | Type of plan entity | Single employer plan |
2019-03-01 | Plan funding arrangement – Insurance | Yes |
2019-03-01 | Plan benefit arrangement – Insurance | Yes |
2018: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
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2018-03-01 | Type of plan entity | Single employer plan |
2018-03-01 | Plan funding arrangement – Insurance | Yes |
2018-03-01 | Plan benefit arrangement – Insurance | Yes |
2017: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
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2017-03-01 | Type of plan entity | Single employer plan |
2017-03-01 | Plan funding arrangement – Insurance | Yes |
2017-03-01 | Plan benefit arrangement – Insurance | Yes |
2016: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
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2016-03-01 | Type of plan entity | Single employer plan |
2016-03-01 | First time form 5500 has been submitted | Yes |
2016-03-01 | Plan funding arrangement – Insurance | Yes |
2016-03-01 | Plan benefit arrangement – Insurance | Yes |
2016-02-01 | Type of plan entity | Single employer plan |
2016-02-01 | Submission has been amended | No |
2016-02-01 | This submission is the final filing | No |
2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-02-01 | Plan is a collectively bargained plan | No |
2016-02-01 | Plan funding arrangement – Insurance | Yes |
2016-02-01 | Plan benefit arrangement – Insurance | Yes |
2015: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
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2015-02-01 | Type of plan entity | Single employer plan |
2015-02-01 | Plan funding arrangement – Insurance | Yes |
2015-02-01 | Plan benefit arrangement – Insurance | Yes |
2014: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
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2014-02-01 | Type of plan entity | Single employer plan |
2014-02-01 | Plan funding arrangement – Insurance | Yes |
2014-02-01 | Plan benefit arrangement – Insurance | Yes |
2013: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2013 form 5500 responses |
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2013-02-01 | Type of plan entity | Single employer plan |
2013-02-01 | Plan funding arrangement – Insurance | Yes |
2013-02-01 | Plan benefit arrangement – Insurance | Yes |
2012: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2012 form 5500 responses |
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2012-02-01 | Type of plan entity | Single employer plan |
2012-02-01 | Plan funding arrangement – Insurance | Yes |
2012-02-01 | Plan benefit arrangement – Insurance | Yes |
2011: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2011 form 5500 responses |
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2011-02-01 | Type of plan entity | Single employer plan |
2011-02-01 | Plan funding arrangement – Insurance | Yes |
2011-02-01 | Plan benefit arrangement – Insurance | Yes |
2010: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2010 form 5500 responses |
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2010-02-01 | Type of plan entity | Single employer plan |
2010-02-01 | Plan funding arrangement – Insurance | Yes |
2010-02-01 | Plan benefit arrangement – Insurance | Yes |
2009: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2009 form 5500 responses |
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2009-10-01 | Type of plan entity | Single employer plan |
2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-10-01 | Plan funding arrangement – Insurance | Yes |
2009-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-10-01 | Plan benefit arrangement – Insurance | Yes |
2009-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2008: KOLDER, INC. EMPLOYEE BENEFIT PLAN 2008 form 5500 responses |
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2008-10-01 | Type of plan entity | Single employer plan |
2008-10-01 | Submission has been amended | No |
2008-10-01 | This submission is the final filing | No |
2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-10-01 | Plan is a collectively bargained plan | No |
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00559965 |
Policy instance | 1 |
Insurance contract or identification number | 00559965 | Number of Individuals Covered | 89 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $12,971 | Total amount of fees paid to insurance company | USD $3,152 | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOL CRIT ILLNESS, VOL HOSP INDEMNTY | Welfare Benefit Premiums Paid to Carrier | USD $66,688 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,289 | Amount paid for insurance broker fees | 3152 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1125124 |
Policy instance | 4 |
Insurance contract or identification number | 1125124 | Number of Individuals Covered | 107 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $5,790 | Total amount of fees paid to insurance company | USD $996 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $58,753 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,790 | Amount paid for insurance broker fees | 996 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 272856 |
Policy instance | 3 |
Insurance contract or identification number | 272856 | Number of Individuals Covered | 136 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $36,202 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,032,359 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $36,202 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 803230G |
Policy instance | 2 |
Insurance contract or identification number | 803230G | Number of Individuals Covered | 190 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $7,024 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $46,826 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,024 | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00559965 |
Policy instance | 1 |
Insurance contract or identification number | 00559965 | Number of Individuals Covered | 77 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $12,864 | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOL CRIT ILLNESS, VOL HOSP INDEMNTY | Welfare Benefit Premiums Paid to Carrier | USD $66,168 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,208 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | FEES |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 803230G |
Policy instance | 2 |
Insurance contract or identification number | 803230G | Number of Individuals Covered | 137 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $5,183 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $34,550 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,183 | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 272856 |
Policy instance | 3 |
Insurance contract or identification number | 272856 | Number of Individuals Covered | 125 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $34,240 | Total amount of fees paid to insurance company | USD $4,431 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $987,811 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,240 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4431 | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS/BONUS |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1125124 |
Policy instance | 4 |
Insurance contract or identification number | 1125124 | Number of Individuals Covered | 95 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $5,338 | Total amount of fees paid to insurance company | USD $4,146 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $53,421 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,338 | Amount paid for insurance broker fees | 4146 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00559965 |
Policy instance | 1 |
Insurance contract or identification number | 00559965 | Number of Individuals Covered | 74 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $11,255 | Total amount of fees paid to insurance company | USD $2,383 | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOL CRIT ILLNESS, VOL HOSP INDEMNTY | Welfare Benefit Premiums Paid to Carrier | USD $47,517 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,705 | Amount paid for insurance broker fees | 2383 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 803230G |
Policy instance | 2 |
Insurance contract or identification number | 803230G | Number of Individuals Covered | 113 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $3,224 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $21,492 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,224 | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 272856 |
Policy instance | 3 |
Insurance contract or identification number | 272856 | Number of Individuals Covered | 129 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $32,658 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $912,584 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,658 | Insurance broker organization code? | 3 |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1125124 |
Policy instance | 4 |
Insurance contract or identification number | 1125124 | Number of Individuals Covered | 88 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,566 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $48,230 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,566 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 803230G |
Policy instance | 3 |
Insurance contract or identification number | 803230G | Number of Individuals Covered | 156 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $3,929 | Total amount of fees paid to insurance company | USD $109 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $26,192 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,929 | Amount paid for insurance broker fees | 109 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00559965 |
Policy instance | 2 |
Insurance contract or identification number | 00559965 | Number of Individuals Covered | 87 | Insurance policy start date | 2029-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $45,041 | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | VOL CRIT ILLNESS, VOL HOSP INDEMNTY | Welfare Benefit Premiums Paid to Carrier | USD $74,421 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,037 | Insurance broker organization code? | 3 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0218263 |
Policy instance | 1 |
Insurance contract or identification number | 0218263 | Number of Individuals Covered | 156 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $8,193 | Total amount of fees paid to insurance company | USD $2,900 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $946,005 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,193 | Amount paid for insurance broker fees | 2900 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | R0681536 |
Policy instance | 2 |
Insurance contract or identification number | R0681536 | Total amount of commissions paid to insurance broker | USD $26,464 | Other welfare benefits provided | GRP ACCIDENT & HOSP | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,612 | Insurance broker organization code? | 4 |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0218263 |
Policy instance | 1 |
Insurance contract or identification number | 0218263 | Number of Individuals Covered | 206 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2019-02-28 | Total amount of commissions paid to insurance broker | USD $13,788 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $1,266,522 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,788 | Insurance broker organization code? | 3 |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 210598 |
Policy instance | 3 |
Insurance contract or identification number | 210598 | Number of Individuals Covered | 207 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $71,425 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,106,425 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $71,425 | Insurance broker organization code? | 3 | Insurance broker name | SHEPARD & WALTON LIFE INSURANCE AGE |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0218263 |
Policy instance | 2 |
Insurance contract or identification number | 0218263 | Number of Individuals Covered | 295 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $11,178 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $107,002 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,178 | Insurance broker organization code? | 3 | Insurance broker name | SHEPARD & WALTON LIFE INSURANCE |
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COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3406378 |
Policy instance | 1 |
Insurance contract or identification number | E3406378 | Number of Individuals Covered | 37 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $192 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,539 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $148 | Insurance broker organization code? | 3 | Insurance broker name | MICHAEL J SNYDER |
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COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3406378 |
Policy instance | 1 |
Insurance contract or identification number | E3406378 | Number of Individuals Covered | 25 | Insurance policy start date | 2015-02-01 | Insurance policy end date | 2016-01-31 | Total amount of commissions paid to insurance broker | USD $3,395 | Total amount of fees paid to insurance company | USD $1,209 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,413 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $857 | Amount paid for insurance broker fees | 739 | Additional information about fees paid to insurance broker | AGENT FEES | Insurance broker organization code? | 3 | Insurance broker name | ROBERT S SHESTACK |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 138055 |
Policy instance | 3 |
Insurance contract or identification number | 138055 | Number of Individuals Covered | 186 | Insurance policy start date | 2015-02-01 | Insurance policy end date | 2016-01-31 | Total amount of commissions paid to insurance broker | USD $48,035 | Total amount of fees paid to insurance company | USD $7,168 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $967,671 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $48,035 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 7168 | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS AND/OR BONUSES | Insurance broker name | INSURORS OF TEXAS GENERAL AGENCY |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00459256 |
Policy instance | 2 |
Insurance contract or identification number | 00459256 | Number of Individuals Covered | 123 | Insurance policy start date | 2015-02-01 | Insurance policy end date | 2016-01-31 | Total amount of commissions paid to insurance broker | USD $6,719 | Total amount of fees paid to insurance company | USD $2,279 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD & D | Welfare Benefit Premiums Paid to Carrier | USD $83,285 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,719 | Amount paid for insurance broker fees | 2279 | Additional information about fees paid to insurance broker | AGENT FEES | Insurance broker organization code? | 3 | Insurance broker name | SHEPARD & WALTON LIFE INSURANCE |
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COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3406378 |
Policy instance | 1 |
Insurance contract or identification number | E3406378 | Number of Individuals Covered | 28 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-31 | Total amount of commissions paid to insurance broker | USD $2,949 | Total amount of fees paid to insurance company | USD $2,994 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,343 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $745 | Amount paid for insurance broker fees | 1981 | Additional information about fees paid to insurance broker | AGENT FEES | Insurance broker organization code? | 3 | Insurance broker name | BRANDON PENKO |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00459256 |
Policy instance | 2 |
Insurance contract or identification number | 00459256 | Number of Individuals Covered | 129 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-31 | Total amount of commissions paid to insurance broker | USD $6,584 | Total amount of fees paid to insurance company | USD $2,294 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD & D | Welfare Benefit Premiums Paid to Carrier | USD $81,243 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,584 | Amount paid for insurance broker fees | 2294 | Additional information about fees paid to insurance broker | AGENT FEES | Insurance broker organization code? | 3 | Insurance broker name | SHEPARD & WALTON LIFE INSURANCE |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 138055 & 138102 |
Policy instance | 3 |
Insurance contract or identification number | 138055 & 138102 | Number of Individuals Covered | 207 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-31 | Total amount of commissions paid to insurance broker | USD $43,730 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $885,803 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $43,730 | Insurance broker organization code? | 3 | Insurance broker name | SHEPARD & WALTON LIFE INSURANCE |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00459256 |
Policy instance | 2 |
Insurance contract or identification number | 00459256 | Number of Individuals Covered | 132 | Insurance policy start date | 2013-02-01 | Insurance policy end date | 2014-01-31 | Total amount of commissions paid to insurance broker | USD $6,960 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD & D | Welfare Benefit Premiums Paid to Carrier | USD $82,366 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,960 | Additional information about fees paid to insurance broker | AGENT FEES | Insurance broker organization code? | 3 | Insurance broker name | SHEPARD & WALTON LIFE INS AGENCY |
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COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3406378 |
Policy instance | 1 |
Insurance contract or identification number | E3406378 | Number of Individuals Covered | 18 | Insurance policy start date | 2013-02-01 | Insurance policy end date | 2014-01-31 | Total amount of commissions paid to insurance broker | USD $844 | Total amount of fees paid to insurance company | USD $346 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,410 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $423 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 210 | Additional information about fees paid to insurance broker | AGENT FEES | Insurance broker name | MICHAEL SNYDER |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 00608841 |
Policy instance | 3 |
Insurance contract or identification number | 00608841 | Number of Individuals Covered | 189 | Insurance policy start date | 2013-02-01 | Insurance policy end date | 2014-01-31 | Total amount of commissions paid to insurance broker | USD $40,683 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $261,962 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,683 | Insurance broker organization code? | 3 | Insurance broker name | SHEPARD & WALTON LIFE INS AGENCY |
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COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3406378 |
Policy instance | 2 |
Insurance contract or identification number | E3406378 | Number of Individuals Covered | 20 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Total amount of commissions paid to insurance broker | USD $937 | Total amount of fees paid to insurance company | USD $414 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,182 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21 | Amount paid for insurance broker fees | 17 | Additional information about fees paid to insurance broker | AGENT FEES | Insurance broker organization code? | 3 | Insurance broker name | SA GENERAL AGENCY INC |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 056716 |
Policy instance | 3 |
Insurance contract or identification number | 056716 | Number of Individuals Covered | 211 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Total amount of commissions paid to insurance broker | USD $35,060 | Total amount of fees paid to insurance company | USD $1,665 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $703,063 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1665 | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS AND/OR BONUSES | Insurance broker organization code? | 3 | Commission paid to Insurance Broker | USD $35,060 | Insurance broker name | SHEPARD & WALTON LIFE INS AGENCY |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00459256 |
Policy instance | 1 |
Insurance contract or identification number | 00459256 | Number of Individuals Covered | 129 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Total amount of commissions paid to insurance broker | USD $7,209 | Total amount of fees paid to insurance company | USD $1,891 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD & D | Welfare Benefit Premiums Paid to Carrier | USD $80,531 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $148 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1891 | Additional information about fees paid to insurance broker | AGENT FEES | Insurance broker name | SHEPARD & WALTON LIFE INS AGENCY |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 056716 |
Policy instance | 3 |
Insurance contract or identification number | 056716 | Number of Individuals Covered | 432 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-01-31 | Total amount of commissions paid to insurance broker | USD $36,804 | Total amount of fees paid to insurance company | USD $7,827 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $735,158 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3406378 |
Policy instance | 2 |
Insurance contract or identification number | E3406378 | Number of Individuals Covered | 31 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-01-31 | Total amount of commissions paid to insurance broker | USD $1,610 | Total amount of fees paid to insurance company | USD $159 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,156 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00459256 |
Policy instance | 1 |
Insurance contract or identification number | 00459256 | Number of Individuals Covered | 83 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-01-31 | Total amount of commissions paid to insurance broker | USD $2,921 | Total amount of fees paid to insurance company | USD $531 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,653 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 056716 |
Policy instance | 1 |
Insurance contract or identification number | 056716 | Number of Individuals Covered | 267 | Insurance policy start date | 2010-02-01 | Insurance policy end date | 2011-01-31 | Total amount of commissions paid to insurance broker | USD $31,055 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $620,592 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,055 | Insurance broker organization code? | 3 | Insurance broker name | SHEPARD & WALTON LIFE INS AGENCY |
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