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ARIZONA MATERIALS LLC 401k Plan overview

Plan NameARIZONA MATERIALS LLC
Plan identification number 501

ARIZONA MATERIALS LLC Benefits

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

401k Sponsoring company profile

ARIZONA MATERIALS, LLC has sponsored the creation of one or more 401k plans.

Company Name:ARIZONA MATERIALS, LLC
Employer identification number (EIN):753107006
NAIC Classification:327300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARIZONA MATERIALS LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-02-01
5012021-02-01
5012020-02-01
5012019-02-01
5012018-02-01
5012017-02-01KAREN JOHNSON PATRICK MCLAUGHLIN2018-08-16
5012016-02-01KAREN JOHNSON PATRICK MCLAUGHLIN2017-07-19
5012015-02-01KAREN JOHNSON PATRICK MCLAUGHLIN2016-06-16
5012014-02-01KAREN JOHNSON PATRICK MCLAUGHLIN2015-06-09
5012013-02-01KAREN JOHNSON PATRICK MCLAUGHLIN2014-07-22
5012012-02-01KAREN JOHNSON PATRICK MCLAUGHLIN2013-05-20
5012011-02-01KAREN JOHNSON PATRICK MCLAUGHLIN2012-07-27
5012009-02-01KAREN JOHNSON PATRICK MCLAUGHLIN2010-11-04

Plan Statistics for ARIZONA MATERIALS LLC

401k plan membership statisitcs for ARIZONA MATERIALS LLC

Measure Date Value
2022: ARIZONA MATERIALS LLC 2022 401k membership
Total participants, beginning-of-year2022-02-01306
Total number of active participants reported on line 7a of the Form 55002022-02-01306
Total of all active and inactive participants2022-02-01306
Total participants2022-02-01306
2021: ARIZONA MATERIALS LLC 2021 401k membership
Total participants, beginning-of-year2021-02-01305
Total number of active participants reported on line 7a of the Form 55002021-02-01306
Total of all active and inactive participants2021-02-01306
Total participants2021-02-01306
2020: ARIZONA MATERIALS LLC 2020 401k membership
Total participants, beginning-of-year2020-02-01319
Total number of active participants reported on line 7a of the Form 55002020-02-01305
Total of all active and inactive participants2020-02-01305
Total participants2020-02-01305
2019: ARIZONA MATERIALS LLC 2019 401k membership
Total participants, beginning-of-year2019-02-01270
Total number of active participants reported on line 7a of the Form 55002019-02-01305
Total of all active and inactive participants2019-02-01305
Total participants2019-02-01305
Number of participants with account balances2019-02-010
2018: ARIZONA MATERIALS LLC 2018 401k membership
Total participants, beginning-of-year2018-02-01247
Total number of active participants reported on line 7a of the Form 55002018-02-01270
Total of all active and inactive participants2018-02-01270
Total participants2018-02-01270
2017: ARIZONA MATERIALS LLC 2017 401k membership
Total participants, beginning-of-year2017-02-010
Total number of active participants reported on line 7a of the Form 55002017-02-01247
Total of all active and inactive participants2017-02-01247
Total participants2017-02-01247
2016: ARIZONA MATERIALS LLC 2016 401k membership
Total participants, beginning-of-year2016-02-010
Total number of active participants reported on line 7a of the Form 55002016-02-01247
Total of all active and inactive participants2016-02-01247
Total participants2016-02-01247
2015: ARIZONA MATERIALS LLC 2015 401k membership
Total participants, beginning-of-year2015-02-01233
Total number of active participants reported on line 7a of the Form 55002015-02-01240
Total of all active and inactive participants2015-02-01240
Total participants2015-02-010
2014: ARIZONA MATERIALS LLC 2014 401k membership
Total participants, beginning-of-year2014-02-01230
Total number of active participants reported on line 7a of the Form 55002014-02-01233
Total of all active and inactive participants2014-02-01233
Total participants2014-02-010
2013: ARIZONA MATERIALS LLC 2013 401k membership
Total participants, beginning-of-year2013-02-01196
Total number of active participants reported on line 7a of the Form 55002013-02-01230
Total of all active and inactive participants2013-02-01230
Total participants2013-02-010
2012: ARIZONA MATERIALS LLC 2012 401k membership
Total participants, beginning-of-year2012-02-01153
Total number of active participants reported on line 7a of the Form 55002012-02-01196
Total of all active and inactive participants2012-02-01196
Total participants2012-02-010
2011: ARIZONA MATERIALS LLC 2011 401k membership
Total participants, beginning-of-year2011-02-01110
Total number of active participants reported on line 7a of the Form 55002011-02-01153
Total of all active and inactive participants2011-02-01153
Total participants2011-02-01153
2009: ARIZONA MATERIALS LLC 2009 401k membership
Total participants, beginning-of-year2009-02-01210
Total number of active participants reported on line 7a of the Form 55002009-02-01116
Total of all active and inactive participants2009-02-01116
Total participants2009-02-01116

Form 5500 Responses for ARIZONA MATERIALS LLC

2022: ARIZONA MATERIALS LLC 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – General assets of the sponsorYes
2021: ARIZONA MATERIALS LLC 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – General assets of the sponsorYes
2020: ARIZONA MATERIALS LLC 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – General assets of the sponsorYes
2019: ARIZONA MATERIALS LLC 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – General assets of the sponsorYes
2018: ARIZONA MATERIALS LLC 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – General assets of the sponsorYes
2017: ARIZONA MATERIALS LLC 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – General assets of the sponsorYes
2016: ARIZONA MATERIALS LLC 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – General assets of the sponsorYes
2015: ARIZONA MATERIALS LLC 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – General assets of the sponsorYes
2014: ARIZONA MATERIALS LLC 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – General assets of the sponsorYes
2013: ARIZONA MATERIALS LLC 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – General assets of the sponsorYes
2012: ARIZONA MATERIALS LLC 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – General assets of the sponsorYes
2011: ARIZONA MATERIALS LLC 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – General assets of the sponsorYes
2009: ARIZONA MATERIALS LLC 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115476
Policy instance 3
Insurance contract or identification number10115476
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $33,951
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedWEEKLY INCOME
Welfare Benefit Premiums Paid to CarrierUSD $226,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,951
Additional information about fees paid to insurance brokerSHORT-TERM DISABILITY
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 2
Insurance contract or identification number10115475
Number of Individuals Covered306
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $4,881
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,881
Additional information about fees paid to insurance brokerLONG-TERM DISABILITY
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number038959
Policy instance 1
Insurance contract or identification number038959
Number of Individuals Covered641
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $70,920
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $652,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,920
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5943140
Policy instance 4
Insurance contract or identification number5943140
Number of Individuals Covered986
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $17,290
Total amount of fees paid to insurance companyUSD $255
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $343,079
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,290
Amount paid for insurance broker fees255
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115476
Policy instance 3
Insurance contract or identification number10115476
Number of Individuals Covered202
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $32,715
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedWEEKLY INCOME
Welfare Benefit Premiums Paid to CarrierUSD $218,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,715
Additional information about fees paid to insurance brokerSHORT-TERM DISABILITY
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5943140
Policy instance 4
Insurance contract or identification number5943140
Number of Individuals Covered953
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $16,705
Total amount of fees paid to insurance companyUSD $4,733
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $317,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,705
Amount paid for insurance broker fees4733
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 2
Insurance contract or identification number10115475
Number of Individuals Covered306
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $4,881
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,881
Additional information about fees paid to insurance brokerLONG-TERM DISABILITY
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number038959
Policy instance 1
Insurance contract or identification number038959
Number of Individuals Covered606
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $70,360
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $562,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,360
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 1
Insurance contract or identification numberS5011
Number of Individuals Covered218
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $7,159
Other welfare benefits providedCONTRACT ADMINISTRATION
Welfare Benefit Premiums Paid to CarrierUSD $2,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7159
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number038959
Policy instance 2
Insurance contract or identification number038959
Number of Individuals Covered305
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $6,086
Total amount of fees paid to insurance companyUSD $66,900
Welfare Benefit Premiums Paid to CarrierUSD $507,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees66900
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $6,086
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 3
Insurance contract or identification number10115475
Number of Individuals Covered317
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $4,806
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $80,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,806
Additional information about fees paid to insurance brokerLONG-TERM DISABILITY
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115476
Policy instance 4
Insurance contract or identification number10115476
Number of Individuals Covered192
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $29,733
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $198,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,733
Additional information about fees paid to insurance brokerSHORT-TERM DISABILITY
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberS5011
Policy instance 5
Insurance contract or identification numberS5011
Number of Individuals Covered218
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5943140
Policy instance 6
Insurance contract or identification number5943140
Number of Individuals Covered996
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,789
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $329,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,789
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 1
Insurance contract or identification numberS5011
Number of Individuals Covered300
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $2,464
Total amount of fees paid to insurance companyUSD $78,464
Other welfare benefits providedCONTRACT ADMINISTRATION
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees78463
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,464
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract numberS5011
Policy instance 2
Insurance contract or identification numberS5011
Number of Individuals Covered305
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 3
Insurance contract or identification number10115475
Number of Individuals Covered280
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $4,683
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,683
Additional information about fees paid to insurance brokerLONG-TERM DISABILITY
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115476
Policy instance 4
Insurance contract or identification number10115476
Number of Individuals Covered180
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $27,296
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,296
Additional information about fees paid to insurance brokerSHORT-TERM DISABILITY
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberS5011
Policy instance 5
Insurance contract or identification numberS5011
Number of Individuals Covered300
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $64,180
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64,180
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05943140
Policy instance 6
Insurance contract or identification numberKM05943140
Number of Individuals Covered305
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $2,465
Total amount of fees paid to insurance companyUSD $1
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,465
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05943140
Policy instance 6
Insurance contract or identification numberKM05943140
Number of Individuals Covered270
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $2,441
Total amount of fees paid to insurance companyUSD $1,313
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,441
Amount paid for insurance broker fees1313
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberS5011
Policy instance 5
Insurance contract or identification numberS5011
Number of Individuals Covered261
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of fees paid to insurance companyUSD $40,479
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees40479
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115476
Policy instance 4
Insurance contract or identification number10115476
Number of Individuals Covered164
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $24,145
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,145
Additional information about fees paid to insurance brokerSHORT-TERM DISABILITY
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 3
Insurance contract or identification number10115475
Number of Individuals Covered257
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $4,638
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,638
Additional information about fees paid to insurance brokerLONG-TERM DISABILITY
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract numberS5011
Policy instance 2
Insurance contract or identification numberS5011
Number of Individuals Covered261
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 1
Insurance contract or identification numberS5011
Number of Individuals Covered261
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of fees paid to insurance companyUSD $91,303
Other welfare benefits providedCONTRACT ADMINISTRATION
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees70385
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05943140
Policy instance 6
Insurance contract or identification numberKM05943140
Number of Individuals Covered247
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
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: 77828 )
Policy contract numberS5011
Policy instance 5
Insurance contract or identification numberS5011
Number of Individuals Covered247
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of fees paid to insurance companyUSD $19,492
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19492
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
Insurance broker nameARIZONA BENEFITS CONSULTANTS, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115476
Policy instance 4
Insurance contract or identification number10115476
Number of Individuals Covered167
Insurance policy start date2016-03-01
Insurance policy end date2017-02-28
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 3
Insurance contract or identification number10115475
Number of Individuals Covered254
Insurance policy start date2016-03-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $29,444
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,826
Additional information about fees paid to insurance brokerSHORT-TERM DISABILITY
Insurance broker organization code?3
Insurance broker namePOWERS LEAVITT INSURANCE
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract numberS5011
Policy instance 2
Insurance contract or identification numberS5011
Number of Individuals Covered247
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 1
Insurance contract or identification numberS5011
Number of Individuals Covered247
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of fees paid to insurance companyUSD $38,428
Other welfare benefits providedCONTRACT ADMINISTRATION
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38428
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
Insurance broker nameDENNY MOLLIHAN INC.
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberS5011
Policy instance 1
Insurance contract or identification numberS5011
Number of Individuals Covered240
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of fees paid to insurance companyUSD $118,879
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees61982
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameDENNY MOLLIHAN INC.
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 2
Insurance contract or identification numberS5011
Number of Individuals Covered240
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Other welfare benefits providedCONTRACT ADMINISTRATION
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract numberS5011
Policy instance 3
Insurance contract or identification numberS5011
Number of Individuals Covered240
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 4
Insurance contract or identification number10115475
Number of Individuals Covered243
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $28,215
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,273
Additional information about fees paid to insurance brokerSHORT-TERM DISABILITY
Insurance broker organization code?3
Insurance broker namePOWERS LEAVITT INSURANCE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115476
Policy instance 5
Insurance contract or identification number10115476
Number of Individuals Covered161
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract numberS5011
Policy instance 3
Insurance contract or identification numberS5011
Number of Individuals Covered233
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberS5011
Policy instance 1
Insurance contract or identification numberS5011
Number of Individuals Covered233
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of fees paid to insurance companyUSD $121,137
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees63016
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameDENNY MOLLIHAN INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 4
Insurance contract or identification number10115475
Number of Individuals Covered246
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $20,539
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,556
Additional information about fees paid to insurance brokerSHORT-TERM DISABILITY
Insurance broker organization code?3
Insurance broker namePOWERS LEAVITT INSURANCE
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 2
Insurance contract or identification numberS5011
Number of Individuals Covered233
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Other welfare benefits providedCONTRACT ADMINISTRATION
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract numberS5011
Policy instance 3
Insurance contract or identification numberS5011
Number of Individuals Covered230
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberS5011
Policy instance 1
Insurance contract or identification numberS5011
Number of Individuals Covered230
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of fees paid to insurance companyUSD $103,762
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees57210
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameDENNY MOLLIHAN INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 4
Insurance contract or identification number10115475
Number of Individuals Covered215
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of fees paid to insurance companyUSD $3,815
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3815
Insurance broker organization code?3
Insurance broker namePOWERS LEAVITT INSURANCE
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 2
Insurance contract or identification numberS5011
Number of Individuals Covered230
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Other welfare benefits providedCONTRACT ADMINISTRATION
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberS5011
Policy instance 4
Insurance contract or identification numberS5011
Number of Individuals Covered196
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $34,154
Total amount of fees paid to insurance companyUSD $42,820
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,154
Insurance broker organization code?3
Amount paid for insurance broker fees42820
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION
Insurance broker nameGILSBAR, INC.
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract numberS5011
Policy instance 2
Insurance contract or identification numberS5011
Number of Individuals Covered196
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 3
Insurance contract or identification numberS5011
Number of Individuals Covered196
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Other welfare benefits providedCONTRACT ADMINISTRATION
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 1
Insurance contract or identification number10115475
Number of Individuals Covered160
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $3,075
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,075
Insurance broker organization code?3
Insurance broker namePOWERS LEAVITT INSURANCE
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberS5011
Policy instance 4
Insurance contract or identification numberS5011
Number of Individuals Covered153
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $26,144
Total amount of fees paid to insurance companyUSD $31,659
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDCOM CARE MANAGEMENT, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberS5011
Policy instance 3
Insurance contract or identification numberS5011
Number of Individuals Covered153
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Other welfare benefits providedCONTRACT ADMINISTRATION
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract numberS5011
Policy instance 2
Insurance contract or identification numberS5011
Number of Individuals Covered153
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10115475
Policy instance 1
Insurance contract or identification number10115475
Number of Individuals Covered115
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $2,761
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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