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DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 401k Plan overview

Plan NameDRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN
Plan identification number 501

DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN Benefits

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

401k Sponsoring company profile

DRISCOLL CHILDREN'S HEALTH has sponsored the creation of one or more 401k plans.

Company Name:DRISCOLL CHILDREN'S HEALTH
Employer identification number (EIN):742577746
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about DRISCOLL CHILDREN'S HEALTH

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-02-27
Company Identification Number: 0102966701
Legal Registered Office Address: PO BOX 6530 C/O ACCTNT DEPT

CORPUS CHRISTI
United States of America (USA)
78466

More information about DRISCOLL CHILDREN'S HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01WILLIAM LARSEN WILLIAM LARSEN2018-07-26
5012016-01-01WILLIAM LARSEN
5012015-01-01WILLIAM LARSEN
5012015-01-01WILLIAM LARSEN
5012014-01-01WILLIAM LARSEN
5012013-01-01WILLIAM LARSEN
5012012-01-01WILLIAM LARSEN
5012011-01-01WILLIAM LARSEN
5012009-01-01WILLIAM LARSEN

Plan Statistics for DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN

401k plan membership statisitcs for DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN

Measure Date Value
2022: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,320
Total number of active participants reported on line 7a of the Form 55002022-01-012,417
Number of retired or separated participants receiving benefits2022-01-016
Total of all active and inactive participants2022-01-012,423
Total participants2022-01-012,423
2021: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,504
Total number of active participants reported on line 7a of the Form 55002021-01-012,310
Number of retired or separated participants receiving benefits2021-01-0110
Total of all active and inactive participants2021-01-012,320
Total participants2021-01-012,320
2020: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,502
Total number of active participants reported on line 7a of the Form 55002020-01-012,504
Number of retired or separated participants receiving benefits2020-01-0114
Total of all active and inactive participants2020-01-012,518
Total participants2020-01-012,518
2019: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,368
Total number of active participants reported on line 7a of the Form 55002019-01-012,491
Number of retired or separated participants receiving benefits2019-01-0111
Total of all active and inactive participants2019-01-012,502
Total participants2019-01-012,502
2018: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,074
Total number of active participants reported on line 7a of the Form 55002018-01-012,360
Number of retired or separated participants receiving benefits2018-01-018
Total of all active and inactive participants2018-01-012,368
Total participants2018-01-012,368
2017: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,993
Total number of active participants reported on line 7a of the Form 55002017-01-012,070
Number of retired or separated participants receiving benefits2017-01-014
Total of all active and inactive participants2017-01-012,074
Total participants2017-01-012,074
2016: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,733
Total number of active participants reported on line 7a of the Form 55002016-01-011,990
Number of retired or separated participants receiving benefits2016-01-013
Total of all active and inactive participants2016-01-011,993
Total participants2016-01-011,993
2015: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,657
Total number of active participants reported on line 7a of the Form 55002015-01-011,730
Number of retired or separated participants receiving benefits2015-01-013
Total of all active and inactive participants2015-01-011,733
Total participants2015-01-011,733
2014: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,570
Total number of active participants reported on line 7a of the Form 55002014-01-011,652
Number of retired or separated participants receiving benefits2014-01-015
Total of all active and inactive participants2014-01-011,657
Total participants2014-01-011,657
2013: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,538
Total number of active participants reported on line 7a of the Form 55002013-01-011,565
Number of retired or separated participants receiving benefits2013-01-015
Total of all active and inactive participants2013-01-011,570
Total participants2013-01-011,570
2012: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,641
Total number of active participants reported on line 7a of the Form 55002012-01-011,533
Number of retired or separated participants receiving benefits2012-01-015
Total of all active and inactive participants2012-01-011,538
Total participants2012-01-011,538
2011: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,259
Total number of active participants reported on line 7a of the Form 55002011-01-011,634
Number of retired or separated participants receiving benefits2011-01-017
Total of all active and inactive participants2011-01-011,641
Total participants2011-01-011,641
2009: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,599
Total number of active participants reported on line 7a of the Form 55002009-01-011,698
Number of retired or separated participants receiving benefits2009-01-0111
Total of all active and inactive participants2009-01-011,709
Total participants2009-01-011,709

Form 5500 Responses for DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN

2022: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: DRISCOLL FOUNDATION CHILDREN'S HOSPITAL EMPLOYEES GROUP MEDICAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 6
Insurance contract or identification numberWS0367
Number of Individuals Covered427
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,825
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $136,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,180
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberER00029276
Policy instance 5
Insurance contract or identification numberER00029276
Number of Individuals Covered187
Insurance policy start date2021-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,665
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,037
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 4
Insurance contract or identification number395180G
Number of Individuals Covered3359
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $135,055
Total amount of fees paid to insurance companyUSD $83,432
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,274,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $135,055
Amount paid for insurance broker fees25631
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number614232
Policy instance 3
Insurance contract or identification number614232
Number of Individuals Covered1933
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $234,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 2
Insurance contract or identification numberADD-S07125
Number of Individuals Covered2732
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,889
Total amount of fees paid to insurance companyUSD $3,190
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $84,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,889
Amount paid for insurance broker fees877
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberW0749
Policy instance 1
Insurance contract or identification numberW0749
Number of Individuals Covered348
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $40,983
Total amount of fees paid to insurance companyUSD $140
Other welfare benefits providedCANCER, ACCIDENT, HOSPITALIZATION
Welfare Benefit Premiums Paid to CarrierUSD $292,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?3
Amount paid for insurance broker fees38
Additional information about fees paid to insurance brokerFEES
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 1
Insurance contract or identification number395180G
Number of Individuals Covered3397
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $144,293
Total amount of fees paid to insurance companyUSD $87,739
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,050,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $144,293
Amount paid for insurance broker fees28918
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 2
Insurance contract or identification numberWS0367
Number of Individuals Covered459
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,791
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $155,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,434
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number902945
Policy instance 3
Insurance contract or identification number902945
Number of Individuals Covered4323
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,419
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $249,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,419
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 4
Insurance contract or identification numberADD-S07125
Number of Individuals Covered2448
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,850
Total amount of fees paid to insurance companyUSD $3,150
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $83,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,850
Amount paid for insurance broker fees985
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberER00029276
Policy instance 5
Insurance contract or identification numberER00029276
Number of Individuals Covered201
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,277
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $130,728
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,085
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberW0749
Policy instance 6
Insurance contract or identification numberW0749
Number of Individuals Covered388
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $43,442
Total amount of fees paid to insurance companyUSD $1,182
Other welfare benefits providedCANCER, ACCIDENT, HOSPITALIZATION
Welfare Benefit Premiums Paid to CarrierUSD $353,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,614
Amount paid for insurance broker fees801
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 1
Insurance contract or identification number395180G
Number of Individuals Covered3305
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $134,917
Total amount of fees paid to insurance companyUSD $91,520
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,927,866
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $134,917
Amount paid for insurance broker fees28906
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 2
Insurance contract or identification numberWS0367
Number of Individuals Covered483
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,788
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $156,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $934
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberER00029276
Policy instance 3
Insurance contract or identification numberER00029276
Number of Individuals Covered206
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,576
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $177,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,626
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number902945
Policy instance 4
Insurance contract or identification number902945
Number of Individuals Covered4061
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,727
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $214,236
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,727
Amount paid for insurance broker fees0
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberW0749
Policy instance 5
Insurance contract or identification numberW0749
Number of Individuals Covered378
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $50,109
Total amount of fees paid to insurance companyUSD $1,430
Other welfare benefits providedCANCER, ACCIDENT, HOSPITALIZATION
Welfare Benefit Premiums Paid to CarrierUSD $340,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,539
Amount paid for insurance broker fees1192
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 6
Insurance contract or identification numberADD-S07125
Number of Individuals Covered2422
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,486
Total amount of fees paid to insurance companyUSD $3,579
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $78,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,486
Amount paid for insurance broker fees1027
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 1
Insurance contract or identification number395180G
Number of Individuals Covered3308
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $130,371
Total amount of fees paid to insurance companyUSD $64,780
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,700,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $130,371
Amount paid for insurance broker fees25670
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 2
Insurance contract or identification numberWS0367
Number of Individuals Covered518
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,306
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $165,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,557
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number902945
Policy instance 3
Insurance contract or identification number902945
Number of Individuals Covered1752
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,432
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $237,670
Commission paid to Insurance BrokerUSD $11,432
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 4
Insurance contract or identification numberADD-S07125
Number of Individuals Covered2423
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,420
Total amount of fees paid to insurance companyUSD $1,894
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $77,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,420
Amount paid for insurance broker fees686
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberER00029276
Policy instance 5
Insurance contract or identification numberER00029276
Number of Individuals Covered214
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,370
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,207
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberW0749
Policy instance 6
Insurance contract or identification numberW0749
Number of Individuals Covered389
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $47,274
Total amount of fees paid to insurance companyUSD $1,774
Other welfare benefits providedCANCER, ACCIDENT, HOSPITALIZATION
Welfare Benefit Premiums Paid to CarrierUSD $315,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,197
Amount paid for insurance broker fees636
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 6
Insurance contract or identification numberADD-S07125
Number of Individuals Covered2297
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,539
Total amount of fees paid to insurance companyUSD $1,933
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $64,844
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,539
Amount paid for insurance broker fees735
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberW0749
Policy instance 5
Insurance contract or identification numberW0749
Number of Individuals Covered397
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $54,458
Total amount of fees paid to insurance companyUSD $2,475
Other welfare benefits providedCANCER, ACCIDENT, HOSPITALIZATION
Welfare Benefit Premiums Paid to CarrierUSD $333,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,166
Amount paid for insurance broker fees1004
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 4
Insurance contract or identification numberWS0367
Number of Individuals Covered558
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,191
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $163,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,118
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberER00029276
Policy instance 3
Insurance contract or identification numberER00029276
Number of Individuals Covered684
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $79,847
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $142,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,900
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number902945
Policy instance 2
Insurance contract or identification number902945
Number of Individuals Covered3744
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,263
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $216,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,263
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 1
Insurance contract or identification number395180G
Number of Individuals Covered3197
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $118,648
Total amount of fees paid to insurance companyUSD $74,325
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,833,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $118,648
Amount paid for insurance broker fees27251
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberER00029276
Policy instance 6
Insurance contract or identification numberER00029276
Number of Individuals Covered222
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $72,254
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $72,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,964
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0902945
Policy instance 1
Insurance contract or identification number0902945
Number of Individuals Covered1511
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,735
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $182,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,735
Insurance broker organization code?3
Insurance broker nameCHILD HEALTH CORP OF AMERICA
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 2
Insurance contract or identification number395180G
Number of Individuals Covered2967
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $128,820
Total amount of fees paid to insurance companyUSD $76,057
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,703,187
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128,820
Amount paid for insurance broker fees24962
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 3
Insurance contract or identification numberADD-S07125
Number of Individuals Covered2176
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,579
Total amount of fees paid to insurance companyUSD $2,500
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $60,725
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,579
Amount paid for insurance broker fees1126
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 4
Insurance contract or identification numberWS0367
Number of Individuals Covered606
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,367
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $208,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,466
Insurance broker organization code?3
Insurance broker nameMARTIN COWICK
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberW0749
Policy instance 5
Insurance contract or identification numberW0749
Number of Individuals Covered403
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $72,167
Total amount of fees paid to insurance companyUSD $1,410
Other welfare benefits providedCANCER, ACCIDENT, HOSPITALIZATION
Welfare Benefit Premiums Paid to CarrierUSD $341,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,962
Amount paid for insurance broker fees978
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameTIFFANY I WALKER
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 1
Insurance contract or identification number395180G
Number of Individuals Covered2554
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $45,934
Total amount of fees paid to insurance companyUSD $67,447
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,072,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,934
Amount paid for insurance broker fees22693
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 2
Insurance contract or identification numberWS0367
Number of Individuals Covered676
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,588
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $212,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,878
Insurance broker organization code?3
Insurance broker nameMARTIN COWICK
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 3
Insurance contract or identification numberADD-S07125
Number of Individuals Covered1836
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,817
Total amount of fees paid to insurance companyUSD $4,194
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $47,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,817
Amount paid for insurance broker fees2296
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0902945
Policy instance 4
Insurance contract or identification number0902945
Number of Individuals Covered1921
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,343
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $143,961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,343
Insurance broker organization code?3
Insurance broker nameCHILD HEALTH CORP OF AMERICA
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 2
Insurance contract or identification numberADD-S07125
Number of Individuals Covered1758
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,579
Total amount of fees paid to insurance companyUSD $4,463
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $44,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,579
Amount paid for insurance broker fees2481
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNON AGENCY LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 1
Insurance contract or identification number395180G
Number of Individuals Covered2473
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $42,440
Total amount of fees paid to insurance companyUSD $73,328
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,127,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,440
Amount paid for insurance broker fees22691
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number5077
Policy instance 3
Insurance contract or identification number5077
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,608
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,608
Insurance broker organization code?3
Insurance broker nameCHILD HEALTH CORP OF AMERICA
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberMULTIPLE
Policy instance 5
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered1113
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,610
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,610
Insurance broker organization code?3
Insurance broker nameCHILD HEALTH CORP OF AMERICA
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 4
Insurance contract or identification numberWS0367
Number of Individuals Covered636
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,285
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $211,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66
Insurance broker organization code?3
Insurance broker nameJAMES L. HALL, II
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 2
Insurance contract or identification numberWS0367
Number of Individuals Covered717
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $28,789
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $223,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86
Insurance broker organization code?3
Insurance broker nameNATIONAL BENEFITS PARTNERS
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 1
Insurance contract or identification numberADD-S07125
Number of Individuals Covered1693
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,390
Total amount of fees paid to insurance companyUSD $1,976
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $38,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,390
Amount paid for insurance broker fees734
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameALEXANDER BENEFITS CONSULTING LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberMULTIPLE
Policy instance 3
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered1020
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,007
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $120,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,007
Insurance broker organization code?3
Insurance broker nameCHILD HEALTH CORP OF AMERICA
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 4
Insurance contract or identification number395180G
Number of Individuals Covered2359
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $37,219
Total amount of fees paid to insurance companyUSD $47,232
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $996,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,219
Amount paid for insurance broker fees20271
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameALEXANDER BENEFITS CONSULTING LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberMULTIPLE
Policy instance 4
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered962
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,604
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,604
Insurance broker organization code?3
Insurance broker nameCHILD HEALTH CORP OF AMERICA
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberWS0367
Policy instance 3
Insurance contract or identification numberWS0367
Number of Individuals Covered687
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,049
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $228,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $144
Insurance broker organization code?3
Insurance broker nameINSURANCE POINT LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 2
Insurance contract or identification number395180G
Number of Individuals Covered2320
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,658
Total amount of fees paid to insurance companyUSD $56,749
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $960,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,658
Amount paid for insurance broker fees18317
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameALEXANDER BENEFITS CONSULTING LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 1
Insurance contract or identification numberADD-S07125
Number of Individuals Covered1664
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,105
Total amount of fees paid to insurance companyUSD $2,157
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $39,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,105
Amount paid for insurance broker fees592
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameALEXANDER BENEFITS CONSULTING LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberMULTIPLE
Policy instance 3
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered912
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,385
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 2
Insurance contract or identification number395180G
Number of Individuals Covered2278
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $31,366
Total amount of fees paid to insurance companyUSD $52,704
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $899,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 1
Insurance contract or identification numberADD-S07125
Number of Individuals Covered1641
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,808
Total amount of fees paid to insurance companyUSD $2,190
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $32,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADD-S07125
Policy instance 3
Insurance contract or identification numberADD-S07125
Number of Individuals Covered2259
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,161
Total amount of fees paid to insurance companyUSD $500
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $30,454
Commission paid to Insurance BrokerUSD $989
Amount paid for insurance broker fees500
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameALEXANDER BENEFITS CONSULTING LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberMULTIPLE
Policy instance 1
Insurance contract or identification numberMULTIPLE
Number of Individuals Covered844
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,049
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,987
Commission paid to Insurance BrokerUSD $5,049
Insurance broker organization code?3
Insurance broker nameCHILD HEALTH CORP OF AMERICA
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number395180G
Policy instance 2
Insurance contract or identification number395180G
Number of Individuals Covered1655
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $67,609
Total amount of fees paid to insurance companyUSD $15,993
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $866,504
Commission paid to Insurance BrokerUSD $32,949
Amount paid for insurance broker fees15993
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameALEXANDER BENEFITS CONSULTING LLC

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