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BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameBERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN
Plan identification number 501

BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

BERT OGDEN MCALLEN MOTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BERT OGDEN MCALLEN MOTORS, INC.
Employer identification number (EIN):742569034
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about BERT OGDEN MCALLEN MOTORS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1990-04-04
Company Identification Number: 0114901400
Legal Registered Office Address: PO BOX 3098

MCALLEN
United States of America (USA)
78502

More information about BERT OGDEN MCALLEN MOTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01NATASHA DEL BARRIO2023-05-12
5012021-01-01NATASHA DEL BARRIO2022-07-14
5012020-01-01NATASHA DEL BARRIO2021-07-27
5012019-01-01NATASHA A. DEL BARRIO2020-07-22
5012018-01-01
5012017-01-01
5012016-03-01NATASHA DEL BARRIO
5012015-03-01NATASHA DEL BARRIO
5012014-03-01NATASHA DEL BARRIO
5012013-03-01NATASHA DEL BARRIO
5012012-03-01ROBERT VACKAR
5012011-03-01ROBERT VACKAR
5012010-11-01ROBERT VACKAR
5012009-11-01ROBERT VACKAR
5012008-11-01ROBERT VACKAR
5012007-11-01ROBERT VACKAR
5012006-11-01ROBERT VACKAR
5012005-11-01ROBERT VACKAR
5012004-11-01ROBERT VACKAR
5012003-11-01ROBERT VACKAR
5012002-11-01ROBERT VACKAR
5012001-11-01ROBERT VACKAR
5012000-11-01ROBERT VACKAR
5011999-11-01ROBERT VACKAR
5011998-11-01ROBERT VACKAR
5011997-11-01ROBERT VACKAR
5011996-11-01ROBERT VACKAR
5011995-11-01ROBERT VACKAR
5011994-11-01ROBERT VACKAR
5011993-11-01ROBERT VACKAR
5011992-11-01ROBERT VACKAR
5011991-11-01ROBERT VACKAR
5011990-11-01ROBERT VACKAR

Plan Statistics for BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN

Measure Date Value
2022: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01436
Total number of active participants reported on line 7a of the Form 55002022-01-01350
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01350
Number of employers contributing to the scheme2022-01-010
2021: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01382
Total number of active participants reported on line 7a of the Form 55002021-01-01350
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01436
Number of employers contributing to the scheme2021-01-010
2020: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01264
Total number of active participants reported on line 7a of the Form 55002020-01-01264
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01264
Number of employers contributing to the scheme2020-01-010
2019: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01264
Total number of active participants reported on line 7a of the Form 55002019-01-01264
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01264
Number of employers contributing to the scheme2019-01-010
2018: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01264
Total number of active participants reported on line 7a of the Form 55002018-01-01264
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01264
Number of employers contributing to the scheme2018-01-010
2017: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01453
Total number of active participants reported on line 7a of the Form 55002017-01-01264
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01264
2016: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01519
Total number of active participants reported on line 7a of the Form 55002016-03-01451
Number of retired or separated participants receiving benefits2016-03-012
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01453
2015: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01507
Total number of active participants reported on line 7a of the Form 55002015-03-01368
Number of retired or separated participants receiving benefits2015-03-012
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-01370
2014: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01289
Total number of active participants reported on line 7a of the Form 55002014-03-01225
Number of retired or separated participants receiving benefits2014-03-012
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-01227
2013: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01509
Total number of active participants reported on line 7a of the Form 55002013-03-01289
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-01289
2012: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01141
Total number of active participants reported on line 7a of the Form 55002012-03-01186
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-01186
2011: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01160
Total number of active participants reported on line 7a of the Form 55002011-03-01141
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-01141
2010: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01107
Total number of active participants reported on line 7a of the Form 55002010-11-01170
Number of retired or separated participants receiving benefits2010-11-010
Number of other retired or separated participants entitled to future benefits2010-11-010
Total of all active and inactive participants2010-11-01170
2009: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01100
Total number of active participants reported on line 7a of the Form 55002009-11-01107
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-01107
2008: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2008 401k membership
Total participants, beginning-of-year2008-11-01122
Total number of active participants reported on line 7a of the Form 55002008-11-01100
Number of retired or separated participants receiving benefits2008-11-010
Number of other retired or separated participants entitled to future benefits2008-11-010
Total of all active and inactive participants2008-11-01100
2007: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2007 401k membership
Total participants, beginning-of-year2007-11-01131
Total number of active participants reported on line 7a of the Form 55002007-11-01122
Number of retired or separated participants receiving benefits2007-11-010
Number of other retired or separated participants entitled to future benefits2007-11-010
Total of all active and inactive participants2007-11-01122
2006: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2006 401k membership
Total participants, beginning-of-year2006-11-01118
Total number of active participants reported on line 7a of the Form 55002006-11-01131
Number of retired or separated participants receiving benefits2006-11-010
Number of other retired or separated participants entitled to future benefits2006-11-010
Total of all active and inactive participants2006-11-01131
2005: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2005 401k membership
Total participants, beginning-of-year2005-11-01127
Total number of active participants reported on line 7a of the Form 55002005-11-01118
Number of retired or separated participants receiving benefits2005-11-010
Number of other retired or separated participants entitled to future benefits2005-11-010
Total of all active and inactive participants2005-11-01118
2004: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2004 401k membership
Total participants, beginning-of-year2004-11-01100
Total number of active participants reported on line 7a of the Form 55002004-11-01127
Number of retired or separated participants receiving benefits2004-11-010
Number of other retired or separated participants entitled to future benefits2004-11-010
Total of all active and inactive participants2004-11-01127
2003: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2003 401k membership
Total participants, beginning-of-year2003-11-01100
Total number of active participants reported on line 7a of the Form 55002003-11-01100
Number of retired or separated participants receiving benefits2003-11-010
Number of other retired or separated participants entitled to future benefits2003-11-010
Total of all active and inactive participants2003-11-01100
2002: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2002 401k membership
Total participants, beginning-of-year2002-11-01100
Total number of active participants reported on line 7a of the Form 55002002-11-01100
Number of retired or separated participants receiving benefits2002-11-010
Number of other retired or separated participants entitled to future benefits2002-11-010
Total of all active and inactive participants2002-11-01100
2001: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2001 401k membership
Total participants, beginning-of-year2001-11-01100
Total number of active participants reported on line 7a of the Form 55002001-11-01100
Number of retired or separated participants receiving benefits2001-11-010
Number of other retired or separated participants entitled to future benefits2001-11-010
Total of all active and inactive participants2001-11-01100
2000: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2000 401k membership
Total participants, beginning-of-year2000-11-01100
Total number of active participants reported on line 7a of the Form 55002000-11-01100
Number of retired or separated participants receiving benefits2000-11-010
Number of other retired or separated participants entitled to future benefits2000-11-010
Total of all active and inactive participants2000-11-01100
1999: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1999 401k membership
Total participants, beginning-of-year1999-11-01100
Total number of active participants reported on line 7a of the Form 55001999-11-01100
Number of retired or separated participants receiving benefits1999-11-010
Number of other retired or separated participants entitled to future benefits1999-11-010
Total of all active and inactive participants1999-11-01100
1998: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1998 401k membership
Total participants, beginning-of-year1998-11-01100
Total number of active participants reported on line 7a of the Form 55001998-11-01100
Number of retired or separated participants receiving benefits1998-11-010
Number of other retired or separated participants entitled to future benefits1998-11-010
Total of all active and inactive participants1998-11-01100
1997: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1997 401k membership
Total participants, beginning-of-year1997-11-01100
Total number of active participants reported on line 7a of the Form 55001997-11-01100
Number of retired or separated participants receiving benefits1997-11-010
Number of other retired or separated participants entitled to future benefits1997-11-010
Total of all active and inactive participants1997-11-01100
1996: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1996 401k membership
Total participants, beginning-of-year1996-11-01100
Total number of active participants reported on line 7a of the Form 55001996-11-01100
Number of retired or separated participants receiving benefits1996-11-010
Number of other retired or separated participants entitled to future benefits1996-11-010
Total of all active and inactive participants1996-11-01100
1995: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1995 401k membership
Total participants, beginning-of-year1995-11-01100
Total number of active participants reported on line 7a of the Form 55001995-11-01100
Number of retired or separated participants receiving benefits1995-11-010
Number of other retired or separated participants entitled to future benefits1995-11-010
Total of all active and inactive participants1995-11-01100
1994: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1994 401k membership
Total participants, beginning-of-year1994-11-01100
Total number of active participants reported on line 7a of the Form 55001994-11-01100
Number of retired or separated participants receiving benefits1994-11-010
Number of other retired or separated participants entitled to future benefits1994-11-010
Total of all active and inactive participants1994-11-01100
1993: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1993 401k membership
Total participants, beginning-of-year1993-11-01100
Total number of active participants reported on line 7a of the Form 55001993-11-01100
Number of retired or separated participants receiving benefits1993-11-010
Number of other retired or separated participants entitled to future benefits1993-11-010
Total of all active and inactive participants1993-11-01100
1992: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1992 401k membership
Total participants, beginning-of-year1992-11-01100
Total number of active participants reported on line 7a of the Form 55001992-11-01100
Number of retired or separated participants receiving benefits1992-11-010
Number of other retired or separated participants entitled to future benefits1992-11-010
Total of all active and inactive participants1992-11-01100
1991: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1991 401k membership
Total participants, beginning-of-year1991-11-01100
Total number of active participants reported on line 7a of the Form 55001991-11-01100
Number of retired or separated participants receiving benefits1991-11-010
Number of other retired or separated participants entitled to future benefits1991-11-010
Total of all active and inactive participants1991-11-01100
1990: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1990 401k membership
Total participants, beginning-of-year1990-11-01100
Total number of active participants reported on line 7a of the Form 55001990-11-01100
Number of retired or separated participants receiving benefits1990-11-010
Number of other retired or separated participants entitled to future benefits1990-11-010
Total of all active and inactive participants1990-11-01100

Form 5500 Responses for BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN

2022: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – General assets of the sponsorYes
2012-03-01Plan benefit arrangement – General assets of the sponsorYes
2011: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – General assets of the sponsorYes
2011-03-01Plan benefit arrangement – General assets of the sponsorYes
2010: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-11-01Type of plan entityMulti-employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – General assets of the sponsorYes
2010-11-01Plan benefit arrangement – General assets of the sponsorYes
2009: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-11-01Type of plan entityMulti-employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan benefit arrangement – InsuranceYes
2008: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2008 form 5500 responses
2008-11-01Type of plan entityMulti-employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – InsuranceYes
2008-11-01Plan benefit arrangement – InsuranceYes
2007: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2007 form 5500 responses
2007-11-01Type of plan entityMulti-employer plan
2007-11-01Submission has been amendedNo
2007-11-01This submission is the final filingNo
2007-11-01This return/report is a short plan year return/report (less than 12 months)No
2007-11-01Plan is a collectively bargained planNo
2007-11-01Plan funding arrangement – InsuranceYes
2007-11-01Plan benefit arrangement – InsuranceYes
2006: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2006 form 5500 responses
2006-11-01Type of plan entityMulti-employer plan
2006-11-01Submission has been amendedNo
2006-11-01This submission is the final filingNo
2006-11-01This return/report is a short plan year return/report (less than 12 months)No
2006-11-01Plan is a collectively bargained planNo
2006-11-01Plan funding arrangement – InsuranceYes
2006-11-01Plan benefit arrangement – InsuranceYes
2005: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2005 form 5500 responses
2005-11-01Type of plan entityMulti-employer plan
2005-11-01Submission has been amendedNo
2005-11-01This submission is the final filingNo
2005-11-01This return/report is a short plan year return/report (less than 12 months)No
2005-11-01Plan is a collectively bargained planNo
2005-11-01Plan funding arrangement – InsuranceYes
2005-11-01Plan benefit arrangement – InsuranceYes
2004: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2004 form 5500 responses
2004-11-01Type of plan entityMulti-employer plan
2004-11-01Submission has been amendedNo
2004-11-01This submission is the final filingNo
2004-11-01This return/report is a short plan year return/report (less than 12 months)No
2004-11-01Plan is a collectively bargained planNo
2004-11-01Plan funding arrangement – InsuranceYes
2004-11-01Plan benefit arrangement – InsuranceYes
2003: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2003 form 5500 responses
2003-11-01Type of plan entityMulti-employer plan
2003-11-01Submission has been amendedNo
2003-11-01This submission is the final filingNo
2003-11-01This return/report is a short plan year return/report (less than 12 months)No
2003-11-01Plan is a collectively bargained planNo
2003-11-01Plan funding arrangement – InsuranceYes
2003-11-01Plan benefit arrangement – InsuranceYes
2002: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2002 form 5500 responses
2002-11-01Type of plan entityMulti-employer plan
2002-11-01Submission has been amendedNo
2002-11-01This submission is the final filingNo
2002-11-01This return/report is a short plan year return/report (less than 12 months)No
2002-11-01Plan is a collectively bargained planNo
2002-11-01Plan funding arrangement – InsuranceYes
2002-11-01Plan benefit arrangement – InsuranceYes
2001: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2001 form 5500 responses
2001-11-01Type of plan entityMulti-employer plan
2001-11-01Submission has been amendedNo
2001-11-01This submission is the final filingNo
2001-11-01This return/report is a short plan year return/report (less than 12 months)No
2001-11-01Plan is a collectively bargained planNo
2001-11-01Plan funding arrangement – InsuranceYes
2001-11-01Plan benefit arrangement – InsuranceYes
2000: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 2000 form 5500 responses
2000-11-01Type of plan entityMulti-employer plan
2000-11-01Submission has been amendedNo
2000-11-01This submission is the final filingNo
2000-11-01This return/report is a short plan year return/report (less than 12 months)No
2000-11-01Plan is a collectively bargained planNo
2000-11-01Plan funding arrangement – InsuranceYes
2000-11-01Plan benefit arrangement – InsuranceYes
1999: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1999 form 5500 responses
1999-11-01Type of plan entityMulti-employer plan
1999-11-01Submission has been amendedNo
1999-11-01This submission is the final filingNo
1999-11-01This return/report is a short plan year return/report (less than 12 months)No
1999-11-01Plan is a collectively bargained planNo
1999-11-01Plan funding arrangement – InsuranceYes
1999-11-01Plan benefit arrangement – InsuranceYes
1998: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1998 form 5500 responses
1998-11-01Type of plan entityMulti-employer plan
1998-11-01Submission has been amendedNo
1998-11-01This submission is the final filingNo
1998-11-01This return/report is a short plan year return/report (less than 12 months)No
1998-11-01Plan is a collectively bargained planNo
1998-11-01Plan funding arrangement – InsuranceYes
1998-11-01Plan benefit arrangement – InsuranceYes
1997: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1997 form 5500 responses
1997-11-01Type of plan entityMulti-employer plan
1997-11-01Submission has been amendedNo
1997-11-01This submission is the final filingNo
1997-11-01This return/report is a short plan year return/report (less than 12 months)No
1997-11-01Plan is a collectively bargained planNo
1997-11-01Plan funding arrangement – InsuranceYes
1997-11-01Plan benefit arrangement – InsuranceYes
1996: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1996 form 5500 responses
1996-11-01Type of plan entityMulti-employer plan
1996-11-01Submission has been amendedNo
1996-11-01This submission is the final filingNo
1996-11-01This return/report is a short plan year return/report (less than 12 months)No
1996-11-01Plan is a collectively bargained planNo
1996-11-01Plan funding arrangement – InsuranceYes
1996-11-01Plan benefit arrangement – InsuranceYes
1995: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1995 form 5500 responses
1995-11-01Type of plan entityMulti-employer plan
1995-11-01Submission has been amendedNo
1995-11-01This submission is the final filingNo
1995-11-01This return/report is a short plan year return/report (less than 12 months)No
1995-11-01Plan is a collectively bargained planNo
1995-11-01Plan funding arrangement – InsuranceYes
1995-11-01Plan benefit arrangement – InsuranceYes
1994: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1994 form 5500 responses
1994-11-01Type of plan entityMulti-employer plan
1994-11-01Submission has been amendedNo
1994-11-01This submission is the final filingNo
1994-11-01This return/report is a short plan year return/report (less than 12 months)No
1994-11-01Plan is a collectively bargained planNo
1994-11-01Plan funding arrangement – InsuranceYes
1994-11-01Plan benefit arrangement – InsuranceYes
1993: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1993 form 5500 responses
1993-11-01Type of plan entityMulti-employer plan
1993-11-01Submission has been amendedNo
1993-11-01This submission is the final filingNo
1993-11-01This return/report is a short plan year return/report (less than 12 months)No
1993-11-01Plan is a collectively bargained planNo
1993-11-01Plan funding arrangement – InsuranceYes
1993-11-01Plan benefit arrangement – InsuranceYes
1992: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1992 form 5500 responses
1992-11-01Type of plan entityMulti-employer plan
1992-11-01Submission has been amendedNo
1992-11-01This submission is the final filingNo
1992-11-01This return/report is a short plan year return/report (less than 12 months)No
1992-11-01Plan is a collectively bargained planNo
1992-11-01Plan funding arrangement – InsuranceYes
1992-11-01Plan benefit arrangement – InsuranceYes
1991: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1991 form 5500 responses
1991-11-01Type of plan entityMulti-employer plan
1991-11-01Submission has been amendedNo
1991-11-01This submission is the final filingNo
1991-11-01This return/report is a short plan year return/report (less than 12 months)No
1991-11-01Plan is a collectively bargained planNo
1991-11-01Plan funding arrangement – InsuranceYes
1991-11-01Plan benefit arrangement – InsuranceYes
1990: BERT OGDEN MCALLEN MOTORS HEALTH AND WELFARE PLAN 1990 form 5500 responses
1990-11-01Type of plan entityMulti-employer plan
1990-11-01First time form 5500 has been submittedYes
1990-11-01Submission has been amendedNo
1990-11-01This submission is the final filingNo
1990-11-01This return/report is a short plan year return/report (less than 12 months)No
1990-11-01Plan is a collectively bargained planNo
1990-11-01Plan funding arrangement – InsuranceYes
1990-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number907882
Policy instance 1
Insurance contract or identification number907882
Number of Individuals Covered621
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $360
Total amount of fees paid to insurance companyUSD $122,257
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,315,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $360
Amount paid for insurance broker fees122257
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered864
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $110,930
Total amount of fees paid to insurance companyUSD $8,775
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,270,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $110,930
Amount paid for insurance broker fees8775
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered829
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $93,883
Total amount of fees paid to insurance companyUSD $7,500
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,139,012
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $93,883
Amount paid for insurance broker fees7500
Additional information about fees paid to insurance brokerOTHER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered678
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $105,224
Total amount of fees paid to insurance companyUSD $2,691
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,929,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $105,224
Amount paid for insurance broker fees2691
Additional information about fees paid to insurance brokerOTHER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered234
Insurance policy start date2008-11-01
Insurance policy end date2009-10-31
Total amount of commissions paid to insurance brokerUSD $36,428
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $792,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $36,428
Insurance broker organization code?3
Insurance broker nameJAMES H STEARNES
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered286
Insurance policy start date2007-11-01
Insurance policy end date2008-10-31
Total amount of commissions paid to insurance brokerUSD $52,670
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,058,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $52,670
Insurance broker organization code?3
Insurance broker nameJAMES H STEARNES
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered308
Insurance policy start date2006-11-01
Insurance policy end date2007-10-31
Total amount of commissions paid to insurance brokerUSD $44,282
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $886,909
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $44,282
Insurance broker organization code?3
Insurance broker nameJAMES H STEARNES
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered278
Insurance policy start date2005-11-01
Insurance policy end date2006-10-31
Total amount of commissions paid to insurance brokerUSD $39,624
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $763,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $39,624
Insurance broker organization code?3
Insurance broker nameJAMES H STEARNES
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered299
Insurance policy start date2004-11-01
Insurance policy end date2005-10-31
Total amount of commissions paid to insurance brokerUSD $41,213
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $730,313
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $35,494
Insurance broker organization code?3
Insurance broker nameTHOMAS P TIMMINS
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date2003-11-01
Insurance policy end date2004-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date2002-11-01
Insurance policy end date2003-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date2001-11-01
Insurance policy end date2002-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date2000-11-01
Insurance policy end date2001-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1999-11-01
Insurance policy end date2000-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1998-11-01
Insurance policy end date1999-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1997-11-01
Insurance policy end date1998-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1996-11-01
Insurance policy end date1997-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1995-11-01
Insurance policy end date1996-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1994-11-01
Insurance policy end date1995-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1993-11-01
Insurance policy end date1994-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1992-11-01
Insurance policy end date1993-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1991-11-01
Insurance policy end date1992-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number36962
Policy instance 1
Insurance contract or identification number36962
Number of Individuals Covered100
Insurance policy start date1990-11-01
Insurance policy end date1991-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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