401k Plan data: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN plan

SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 401k Plan overview

Plan Name	SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN
Plan identification number	501

SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Other welfare benefit cover

401k Sponsoring company profile

SOUTHEAST TEXAS MEDICAL ASSOCIATES, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHEAST TEXAS MEDICAL ASSOCIATES, L.L.P.

Employer identification number (EIN): 760467095

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2018-01-01 MARGARET ROSS 2019-08-26
501 2017-01-01
501 2016-01-01
501 2015-01-01
501 2014-01-01
501 2013-01-01
501 2012-01-01 RICHARD A. BRYANT, RN, MBA
501 2011-01-01 RICHARD A. BRYANT, RN, MBA
501 2010-02-01 RICHARD A. BRYANT, RN, MBA
501 2009-02-01 RICHARD A. BRYANT, RN, MBA

Plan Statistics for SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN

401k plan membership statisitcs for SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN

Measure Date Value
2018: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 246
Total of all active and inactive participants 2018-01-01 246
2017: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 252
Total of all active and inactive participants 2017-01-01 252
2016: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 276
Total of all active and inactive participants 2016-01-01 276
2015: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 287
Total of all active and inactive participants 2015-01-01 287
2014: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 334
Total of all active and inactive participants 2014-01-01 334
2013: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 319
Total of all active and inactive participants 2013-01-01 319
2012: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 182
Total of all active and inactive participants 2012-01-01 182
2011: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 222
Total of all active and inactive participants 2011-01-01 222
2010: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 226
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 217
Total of all active and inactive participants 2010-02-01 217
2009: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 255
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 226
Total of all active and inactive participants 2009-02-01 226

Measure	Date	Value
2018: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	246
Total of all active and inactive participants	2018-01-01	246
2017: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	252
Total of all active and inactive participants	2017-01-01	252
2016: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	276
Total of all active and inactive participants	2016-01-01	276
2015: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	287
Total of all active and inactive participants	2015-01-01	287
2014: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	334
Total of all active and inactive participants	2014-01-01	334
2013: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	319
Total of all active and inactive participants	2013-01-01	319
2012: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	182
Total of all active and inactive participants	2012-01-01	182
2011: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	222
Total of all active and inactive participants	2011-01-01	222
2010: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	226
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	217
Total of all active and inactive participants	2010-02-01	217
2009: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	255
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	226
Total of all active and inactive participants	2009-02-01	226

Form 5500 Responses for SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN

2018: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-02-01	Plan funding arrangement – Insurance	Yes
2010-02-01	Plan benefit arrangement – Insurance	Yes
2009: SOUTHEAST TEXAS MEDICAL ASSOCIATION L.L.P. CAFETERIA PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

155433

Policy instance

Insurance contract or identification number	155433
Number of Individuals Covered	246
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,020
Total amount of fees paid to insurance company	USD $0
Life 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 $6,738
Insurance broker organization code?	3

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-103430-000

Policy instance

Insurance contract or identification number	16-103430-000
Number of Individuals Covered	168
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $274,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7884463

Policy instance

Insurance contract or identification number	E7884463
Number of Individuals Covered	187
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $43,144
Total amount of fees paid to insurance company	USD $1,500
Other welfare benefits provided	SECTION 125 CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $326,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,350
Insurance broker organization code?	3
Amount paid for insurance broker fees	180
Additional information about fees paid to insurance broker	FEES

AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )

Policy contract number

H6236

Policy instance

Insurance contract or identification number	H6236
Number of Individuals Covered	7
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $705
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $7,145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $183
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00504925

Policy instance

Insurance contract or identification number	00504925
Number of Individuals Covered	186
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $8,533
Total amount of fees paid to insurance company	USD $676
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,533
Amount paid for insurance broker fees	676
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )

Policy contract number

H6236

Policy instance

Insurance contract or identification number	H6236
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $801
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $8,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $202
Insurance broker organization code?	3
Insurance broker name	POWELL JOHNSON III

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7884463

Policy instance

Insurance contract or identification number	E7884463
Number of Individuals Covered	189
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $43,081
Total amount of fees paid to insurance company	USD $3,075
Other welfare benefits provided	SECTION 125 CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $269,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,124
Insurance broker organization code?	3
Amount paid for insurance broker fees	215
Additional information about fees paid to insurance broker	FEES
Insurance broker name	DOUGLAS B. FIKE

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-103430-000

Policy instance

Insurance contract or identification number	16-103430-000
Number of Individuals Covered	174
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $255,567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00504925

Policy instance

Insurance contract or identification number	00504925
Number of Individuals Covered	187
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,415
Total amount of fees paid to insurance company	USD $752
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $19,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,415
Amount paid for insurance broker fees	752
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	MCGRIFF, SEIBELS & WILLIAMS

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

155433

Policy instance

Insurance contract or identification number	155433
Number of Individuals Covered	252
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,972
Total amount of fees paid to insurance company	USD $0
Life 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 $3,707
Insurance broker organization code?	3
Insurance broker name	B B & T INS SERVICES INC

AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )

Policy contract number

H6236

Policy instance

Insurance contract or identification number	H6236
Number of Individuals Covered	9
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $997
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $9,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $258
Insurance broker organization code?	3
Amount paid for insurance broker fees	0
Insurance broker name	MICHAEL SHANE KIRKLAND

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7884463

Policy instance

Insurance contract or identification number	E7884463
Number of Individuals Covered	245
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $45,935
Total amount of fees paid to insurance company	USD $2,296
Other welfare benefits provided	SECTION 125 CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $220,026
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,445
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	PARAGON ADVISORY, LLC

STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )

Policy contract number

ICCRS-00082-13

Policy instance

Insurance contract or identification number	ICCRS-00082-13
Number of Individuals Covered	207
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $323,187
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00504925

Policy instance

Insurance contract or identification number	00504925
Number of Individuals Covered	217
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $9,088
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $21,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,088
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MCGRIFF, SEIBELS & WILLIAMS

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

155433

Policy instance

Insurance contract or identification number	155433
Number of Individuals Covered	287
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,714
Total amount of fees paid to insurance company	USD $0
Life 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 $5,632
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	BB&T INS SERVICES, INC

STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )

Policy contract number

ICCRS-00082-13

Policy instance

Insurance contract or identification number	ICCRS-00082-13
Number of Individuals Covered	172
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
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 $285,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

155433

Policy instance

Insurance contract or identification number	155433
Number of Individuals Covered	251
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,218
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
Life 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 $5,218
Insurance broker organization code?	3
Insurance broker name	MCGRIFF, SEIBELS & WILLIAMS

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

010-031479

Policy instance

Insurance contract or identification number	010-031479
Number of Individuals Covered	334
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $10,138
Total amount of fees paid to insurance company	USD $2,759
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $101,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,138
Amount paid for insurance broker fees	2759
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	BB&T INSURANCE SERVICES INC

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )

Policy contract number

30002452

Policy instance

Insurance contract or identification number	30002452
Number of Individuals Covered	0
Insurance policy start date	2014-02-01
Insurance policy end date	2015-01-01
Total amount of commissions paid to insurance broker	USD $0
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
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7884463

Policy instance

Insurance contract or identification number	E7884463
Number of Individuals Covered	186
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $30,347
Total amount of fees paid to insurance company	USD $5,266
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	SECTION 125 CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $219,215
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,458
Amount paid for insurance broker fees	3478
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	EMMETT CARY SOLE

AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )

Policy contract number

H6236

Policy instance

Insurance contract or identification number	H6236
Number of Individuals Covered	11
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,426
Total amount of fees paid to insurance company	USD $56
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	CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $11,134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $287
Insurance broker organization code?	3
Amount paid for insurance broker fees	42
Additional information about fees paid to insurance broker	FEES
Insurance broker name	JEFFREY C. WEST

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

417002410205

Policy instance

Insurance contract or identification number	417002410205
Number of Individuals Covered	149
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
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 $236
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7884463

Policy instance

Insurance contract or identification number	E7884463
Number of Individuals Covered	160
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $23,126
Total amount of fees paid to insurance company	USD $2,651
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	SECTION 125 CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $164,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,875
Amount paid for insurance broker fees	1758
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	EMMETT CARY SOLE

AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )

Policy contract number

H6236

Policy instance

Insurance contract or identification number	H6236
Number of Individuals Covered	12
Insurance policy start date	2013-02-01
Insurance policy end date	2014-01-31
Total amount of commissions paid to insurance broker	USD $1,552
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	CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $14,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $419
Insurance broker organization code?	3
Insurance broker name	JEFFREY C. WEST

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )

Policy contract number

30002452

Policy instance

Insurance contract or identification number	30002452
Number of Individuals Covered	158
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
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
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

010-031479

Policy instance

Insurance contract or identification number	010-031479
Number of Individuals Covered	319
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $8,046
Total amount of fees paid to insurance company	USD $2,261
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $80,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,046
Amount paid for insurance broker fees	2261
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	MCGRIFF, SEIBELS & WILLIAMS OF TEXA

STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )

Policy contract number

ICCRS-00082-13

Policy instance

Insurance contract or identification number	ICCRS-00082-13
Number of Individuals Covered	157
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
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 $260,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

00192562

Policy instance

Insurance contract or identification number	00192562
Number of Individuals Covered	157
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

155433

Policy instance

Insurance contract or identification number	155433
Number of Individuals Covered	233
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,243
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
Life 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 $4,243
Insurance broker organization code?	3
Insurance broker name	MCGRIFF, SEIBELS & WILLIAMS

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7884463

Policy instance

Insurance contract or identification number	E7884463
Number of Individuals Covered	147
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $24,939
Total amount of fees paid to insurance company	USD $1,813
Other welfare benefits provided	SECTION 125 CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $155,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,539
Amount paid for insurance broker fees	1210
Insurance broker name	ANTHONY KEITH SMITH

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

417002410205

Policy instance

Insurance contract or identification number	417002410205
Number of Individuals Covered	149
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Welfare Benefit Premiums Paid to Carrier	USD $269,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )

Policy contract number

30002452

Policy instance

Insurance contract or identification number	30002452
Number of Individuals Covered	148
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $232
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $232
Insurance broker name	MCGRIFF, SEIBELS & WILLIAMS OF TEXA

UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )

Policy contract number

141389

Policy instance

Insurance contract or identification number	141389
Number of Individuals Covered	221
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,849
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $58,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,849
Insurance broker name	MCGRIFF SEIBELS & WILLIAMS OF TEXAS

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

010-031479

Policy instance

Insurance contract or identification number	010-031479
Number of Individuals Covered	310
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,933
Total amount of fees paid to insurance company	USD $2,430
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $79,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,933
Amount paid for insurance broker fees	2430
Insurance broker name	MCGRIFF SEIBELS & WILLIAMS OF TEXAS

AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )

Policy contract number

H6236

Policy instance

Insurance contract or identification number	H6236
Number of Individuals Covered	12
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,444
Other welfare benefits provided	CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $13,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $419
Insurance broker name	JEFFREY WEST

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

010-031479

Policy instance

Insurance contract or identification number	010-031479
Number of Individuals Covered	325
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,560
Total amount of fees paid to insurance company	USD $2,193
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $65,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )

Policy contract number

30002452

Policy instance

Insurance contract or identification number	30002452
Number of Individuals Covered	145
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $222
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )

Policy contract number

141389

Policy instance

Insurance contract or identification number	141389
Number of Individuals Covered	228
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,896
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $44,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )

Policy contract number

H6236

Policy instance

Insurance contract or identification number	H6236
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,384
Other welfare benefits provided	CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $13,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7884463

Policy instance

Insurance contract or identification number	E7884463
Number of Individuals Covered	149
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $25,796
Total amount of fees paid to insurance company	USD $2,055
Other welfare benefits provided	SECTION 125 CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $140,099
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 number

417002410205

Policy instance

Insurance contract or identification number	417002410205
Number of Individuals Covered	144
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Welfare Benefit Premiums Paid to Carrier	USD $228,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )

Policy contract number

141389

Policy instance

Insurance contract or identification number	141389
Number of Individuals Covered	212
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,644
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $44,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,644
Insurance broker name	MCGRIFF SEIBELS & WILLIAMS OF TEXAS

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )

Policy contract number

30002452

Policy instance

Insurance contract or identification number	30002452
Number of Individuals Covered	157
Insurance policy start date	2010-02-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $209
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $209
Insurance broker organization code?	3
Insurance broker name	MCGRIFF, SEIBELS & WILLIAMS OF TEXA

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

417002410205

Policy instance

Insurance contract or identification number	417002410205
Number of Individuals Covered	152
Insurance policy start date	2010-02-01
Insurance policy end date	2010-12-31
Welfare Benefit Premiums Paid to Carrier	USD $248,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7884463

Policy instance

Insurance contract or identification number	E7884463
Number of Individuals Covered	130
Insurance policy start date	2010-02-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $29,242
Total amount of fees paid to insurance company	USD $4,757
Other welfare benefits provided	SECTION 125 CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $140,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,086
Amount paid for insurance broker fees	3507
Insurance broker organization code?	3
Insurance broker name	JOHN LAVERGNE AND ASSOC

AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )

Policy contract number

H6236

Policy instance

Insurance contract or identification number	H6236
Number of Individuals Covered	12
Insurance policy start date	2010-02-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,324
Other welfare benefits provided	CAFETERIA PLAN
Welfare Benefit Premiums Paid to Carrier	USD $13,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $395
Insurance broker organization code?	3
Insurance broker name	MICHAEL KIRKLAND

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

010-031479

Policy instance

Insurance contract or identification number	010-031479
Number of Individuals Covered	314
Insurance policy start date	2010-02-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,586
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $66,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,586
Insurance broker organization code?	3
Insurance broker name	MCGRIFF SEIBELS & WILLIAMS OF TEXAS

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Company Name:	SOUTHEAST TEXAS MEDICAL ASSOCIATES, L.L.P.
Employer identification number (EIN):	760467095
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2018-01-01	MARGARET ROSS	2019-08-26
501	2017-01-01
501	2016-01-01
501	2015-01-01
501	2014-01-01
501	2013-01-01
501	2012-01-01	RICHARD A. BRYANT, RN, MBA
501	2011-01-01	RICHARD A. BRYANT, RN, MBA
501	2010-02-01	RICHARD A. BRYANT, RN, MBA
501	2009-02-01	RICHARD A. BRYANT, RN, MBA