LEDWELL & SON ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 488 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 501 |
| Total of all active and inactive participants | 2022-05-01 | 501 |
| 2021: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 447 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 488 |
| Total of all active and inactive participants | 2021-05-01 | 488 |
| 2020: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 475 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 447 |
| Total of all active and inactive participants | 2020-05-01 | 447 |
| 2019: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 454 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 475 |
| Total of all active and inactive participants | 2019-05-01 | 475 |
| 2018: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 437 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 454 |
| Total of all active and inactive participants | 2018-05-01 | 454 |
| 2017: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 443 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 437 |
| Total of all active and inactive participants | 2017-05-01 | 437 |
| 2016: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 454 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 443 |
| Total of all active and inactive participants | 2016-05-01 | 443 |
| 2015: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 439 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 454 |
| Total of all active and inactive participants | 2015-05-01 | 454 |
| 2014: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 394 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 439 |
| Total of all active and inactive participants | 2014-05-01 | 439 |
| 2007: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-05-01 | 285 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-05-01 | 285 |
| Total of all active and inactive participants | 2007-05-01 | 285 |
| Total participants | 2007-05-01 | 285 |
| 2005: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-05-01 | 231 |
| Number of retired or separated participants receiving benefits | 2005-05-01 | 272 |
| Total of all active and inactive participants | 2005-05-01 | 272 |
| Total participants | 2005-05-01 | 272 |
| 2003: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-05-01 | 178 |
| Number of retired or separated participants receiving benefits | 2003-05-01 | 178 |
| Total of all active and inactive participants | 2003-05-01 | 178 |
| Total participants | 2003-05-01 | 178 |
| 2002: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-05-01 | 177 |
| Number of retired or separated participants receiving benefits | 2002-05-01 | 177 |
| Total of all active and inactive participants | 2002-05-01 | 177 |
| Total participants | 2002-05-01 | 177 |
| Measure | Date | Value |
|---|
| 2015 : LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $36,238 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $0 |
| Total income from all sources (including contributions) | 2015-04-30 | $3,829,615 |
| Total of all expenses incurred | 2015-04-30 | $3,443,671 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $3,203,946 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $3,287,201 |
| Value of total assets at end of year | 2015-04-30 | $422,182 |
| Value of total assets at beginning of year | 2015-04-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $239,725 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Was this plan covered by a fidelity bond | 2015-04-30 | No |
| If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Contributions received from participants | 2015-04-30 | $720,199 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-04-30 | $403,112 |
| Other income not declared elsewhere | 2015-04-30 | $542,414 |
| Administrative expenses (other) incurred | 2015-04-30 | $112,410 |
| Total non interest bearing cash at end of year | 2015-04-30 | $19,070 |
| Total non interest bearing cash at beginning of year | 2015-04-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $385,944 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $385,944 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-04-30 | $366,297 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
| Contributions received in cash from employer | 2015-04-30 | $2,567,002 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $2,837,649 |
| Contract administrator fees | 2015-04-30 | $127,315 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-04-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-04-30 | $36,238 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-04-30 | $0 |
| Did the plan have assets held for investment | 2015-04-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
| Accountancy firm name | 2015-04-30 | BROUSSARD & COMPANY CPA'S, LLC |
| Accountancy firm EIN | 2015-04-30 | 721447940 |
| 2022: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | First time form 5500 has been submitted | Yes |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2007: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2007 form 5500 responses |
|---|
| 2007-05-01 | Type of plan entity | Single employer plan |
| 2007-05-01 | Submission has been amended | No |
| 2007-05-01 | This submission is the final filing | No |
| 2007-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-05-01 | Plan is a collectively bargained plan | No |
| 2007-05-01 | Plan funding arrangement – Insurance | Yes |
| 2007-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2007-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2005: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2005 form 5500 responses |
|---|
| 2005-05-01 | Type of plan entity | Single employer plan |
| 2005-05-01 | Submission has been amended | No |
| 2005-05-01 | This submission is the final filing | No |
| 2005-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-05-01 | Plan is a collectively bargained plan | No |
| 2005-05-01 | Plan funding arrangement – Insurance | Yes |
| 2005-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2005-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2005-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2003: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2003 form 5500 responses |
|---|
| 2003-05-01 | Type of plan entity | Single employer plan |
| 2003-05-01 | Submission has been amended | No |
| 2003-05-01 | This submission is the final filing | No |
| 2003-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-05-01 | Plan is a collectively bargained plan | No |
| 2003-05-01 | Plan funding arrangement – Insurance | Yes |
| 2003-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2003-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2003-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2002: LEDWELL & SON ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN 2002 form 5500 responses |
|---|
| 2002-05-01 | Type of plan entity | Single employer plan |
| 2002-05-01 | Submission has been amended | No |
| 2002-05-01 | This submission is the final filing | No |
| 2002-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-05-01 | Plan is a collectively bargained plan | No |
| 2002-05-01 | Plan funding arrangement – Insurance | Yes |
| 2002-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2002-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2002-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 501 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $376,815 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 488 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $363,219 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 447 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $342,626 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 447 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $575 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 475 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $347,434 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 454 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $311,422 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 454 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $892 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 437 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $256,476 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | HCH-ISU-1000 |
| Policy instance | 1 |
| Insurance contract or identification number | HCH-ISU-1000 | | Number of Individuals Covered | 454 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $317,714 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 439 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $47,753 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $318,231 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,753 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 398 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $437 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | PRECERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $2,099 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $437 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 439 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $4,981 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $34,867 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,981 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | GR1470 |
| Policy instance | 1 |
| Insurance contract or identification number | GR1470 | | Number of Individuals Covered | 285 | | Insurance policy start date | 2007-05-01 | | Insurance policy end date | 2008-04-30 | | Total amount of fees paid to insurance company | USD $112,925 | | Health Insurance Welfare Benefit | Yes | | Amount paid for insurance broker fees | 112925 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE EXPENSE | | Insurance broker organization code? | 5 | | Insurance broker name | MERITAIN HEALTH |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP08084 |
| Policy instance | 2 |
| Insurance contract or identification number | UP08084 | | Number of Individuals Covered | 285 | | Insurance policy start date | 2007-05-01 | | Insurance policy end date | 2008-04-30 | | Total amount of commissions paid to insurance broker | USD $12,839 | | Total amount of fees paid to insurance company | USD $3,575 | | Commission paid to Insurance Broker | USD $12,839 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3575 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker name | EBS |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | 671721 |
| Policy instance | 3 |
| Insurance contract or identification number | 671721 | | Number of Individuals Covered | 294 | | Insurance policy start date | 2007-05-01 | | Insurance policy end date | 2008-04-30 | | Total amount of commissions paid to insurance broker | USD $4,856 | | Life Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $4,856 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SRVC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010029473 | | Number of Individuals Covered | 286 | | Insurance policy start date | 2007-05-01 | | Insurance policy end date | 2008-04-30 | | Total amount of commissions paid to insurance broker | USD $3,095 | | Long Term Disability Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $3,095 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SVCS |
|
| EMPLOYEE BENEFIT SERVICES OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | GR1470 |
| Policy instance | 1 |
| Insurance contract or identification number | GR1470 | | Number of Individuals Covered | 298 | | Insurance policy start date | 2006-05-01 | | Insurance policy end date | 2007-04-30 | | Total amount of fees paid to insurance company | USD $108,845 | | Health Insurance Welfare Benefit | Yes | | Amount paid for insurance broker fees | 108845 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE EXP | | Insurance broker organization code? | 5 | | Insurance broker name | EBS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP08084 |
| Policy instance | 2 |
| Insurance contract or identification number | UP08084 | | Number of Individuals Covered | 291 | | Insurance policy start date | 2006-05-01 | | Insurance policy end date | 2007-04-30 | | Total amount of commissions paid to insurance broker | USD $18,479 | | Commission paid to Insurance Broker | USD $18,479 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 8158 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker name | EBS |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | G71721 |
| Policy instance | 3 |
| Insurance contract or identification number | G71721 | | Number of Individuals Covered | 303 | | Insurance policy start date | 2006-05-01 | | Insurance policy end date | 2007-04-30 | | Total amount of commissions paid to insurance broker | USD $11,764 | | Life Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $11,764 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE AND FINANCIAL |
|
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010029473 | | Number of Individuals Covered | 303 | | Insurance policy start date | 2006-05-01 | | Insurance policy end date | 2007-04-30 | | Total amount of commissions paid to insurance broker | USD $2,576 | | Long Term Disability Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $2,576 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SVCS |
|
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010029473 | | Number of Individuals Covered | 282 | | Insurance policy start date | 2005-05-01 | | Insurance policy end date | 2006-04-30 | | Total amount of commissions paid to insurance broker | USD $2,451 | | Long Term Disability Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $2,451 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SRVCS |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | G71721 |
| Policy instance | 3 |
| Insurance contract or identification number | G71721 | | Number of Individuals Covered | 282 | | Insurance policy start date | 2005-05-01 | | Insurance policy end date | 2006-04-30 | | Total amount of commissions paid to insurance broker | USD $5,412 | | Life Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $5,412 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SRVCS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP8054 |
| Policy instance | 2 |
| Insurance contract or identification number | UP8054 | | Number of Individuals Covered | 272 | | Insurance policy start date | 2005-05-01 | | Insurance policy end date | 2006-04-30 | | Total amount of commissions paid to insurance broker | USD $18,116 | | Total amount of fees paid to insurance company | USD $7,642 | | Commission paid to Insurance Broker | USD $18,116 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 7642 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker name | EBS |
|
| EMPLOYEE BENEFIT SERVICES OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | GR#1470 |
| Policy instance | 1 |
| Insurance contract or identification number | GR#1470 | | Number of Individuals Covered | 272 | | Insurance policy start date | 2005-05-01 | | Insurance policy end date | 2006-04-30 | | Total amount of fees paid to insurance company | USD $90,440 | | Health Insurance Welfare Benefit | Yes | | Amount paid for insurance broker fees | 90440 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE EXP | | Insurance broker organization code? | 5 | | Insurance broker name | EBS |
|
| EMPLOYEE BENEFIT SERVICES OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | GR#1470 |
| Policy instance | 1 |
| Insurance contract or identification number | GR#1470 | | Number of Individuals Covered | 217 | | Insurance policy start date | 2004-05-01 | | Insurance policy end date | 2005-04-30 | | Total amount of fees paid to insurance company | USD $64,628 | | Health Insurance Welfare Benefit | Yes | | Amount paid for insurance broker fees | 64628 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE EXP | | Insurance broker organization code? | 5 | | Insurance broker name | EBS |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | G71721 |
| Policy instance | 3 |
| Insurance contract or identification number | G71721 | | Number of Individuals Covered | 231 | | Insurance policy start date | 2004-05-01 | | Insurance policy end date | 2004-04-30 | | Total amount of commissions paid to insurance broker | USD $4,776 | | Life Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $4,776 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SRVCS |
|
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010029473 | | Number of Individuals Covered | 231 | | Insurance policy start date | 2004-05-01 | | Insurance policy end date | 2005-04-30 | | Total amount of commissions paid to insurance broker | USD $2,120 | | Long Term Disability Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $2,120 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SRVCS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP8054 |
| Policy instance | 2 |
| Insurance contract or identification number | UP8054 | | Number of Individuals Covered | 217 | | Insurance policy start date | 2004-05-01 | | Insurance policy end date | 2005-04-30 | | Total amount of commissions paid to insurance broker | USD $20,621 | | Total amount of fees paid to insurance company | USD $6,302 | | Commission paid to Insurance Broker | USD $20,621 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 6302 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker name | EBS |
|
| EMPLOYEE BENEFIT SERVICES OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | GR#1470 |
| Policy instance | 1 |
| Insurance contract or identification number | GR#1470 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2003-05-01 | | Insurance policy end date | 2004-04-30 | | Total amount of fees paid to insurance company | USD $60,855 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $60,855 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE EXP | | Insurance broker organization code? | 5 | | Insurance broker name | EBS |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | G71721 |
| Policy instance | 3 |
| Insurance contract or identification number | G71721 | | Number of Individuals Covered | 184 | | Insurance policy start date | 2003-05-01 | | Insurance policy end date | 2004-04-30 | | Total amount of commissions paid to insurance broker | USD $4,095 | | Life Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $4,095 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SERVCS |
|
| JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 ) |
| Policy contract number | 000010029473 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010029473 | | Number of Individuals Covered | 184 | | Insurance policy start date | 2003-05-01 | | Insurance policy end date | 2004-04-30 | | Total amount of commissions paid to insurance broker | USD $1,854 | | Long Term Disability Insurance Welfare Benefit | Yes | | Commission paid to Insurance Broker | USD $1,854 | | Insurance broker organization code? | 3 | | Insurance broker name | DAINES INSURANCE & FINANCIAL SVCS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | UP8054 |
| Policy instance | 2 |
| Insurance contract or identification number | UP8054 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2003-05-01 | | Insurance policy end date | 2004-04-30 | | Total amount of commissions paid to insurance broker | USD $17,302 | | Commission paid to Insurance Broker | USD $17,302 | | Insurance broker organization code? | 3 | | Insurance broker name | OFFENHAUSER FINANCIAL |
|
| UNITED OF OMAHA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GUG80S4 |
| Policy instance | 1 |
| Insurance contract or identification number | GUG80S4 | | Number of Individuals Covered | 177 | | Insurance policy start date | 2002-05-01 | | Insurance policy end date | 2003-04-30 | | Total amount of commissions paid to insurance broker | USD $14,157 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,157 | | Insurance broker organization code? | 3 | | Insurance broker name | OFFENHAUSER FINANCIAL |
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