9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT
401k plan membership statisitcs for 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT
Measure | Date | Value |
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2023 : 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-02-28 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-02-28 | $0 |
Total income from all sources (including contributions) | 2023-02-28 | $12,240,782 |
Total loss/gain on sale of assets | 2023-02-28 | $0 |
Total of all expenses incurred | 2023-02-28 | $12,240,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-02-28 | $12,240,782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-02-28 | $12,240,782 |
Value of total assets at end of year | 2023-02-28 | $0 |
Value of total assets at beginning of year | 2023-02-28 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-02-28 | $0 |
Total interest from all sources | 2023-02-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-02-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2023-02-28 | No |
Value of net income/loss | 2023-02-28 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2023-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-02-28 | $0 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-02-28 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-02-28 | $12,240,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-02-28 | No |
Contributions received in cash from employer | 2023-02-28 | $12,240,782 |
Did the plan have assets held for investment | 2023-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2023-02-28 | Unqualified |
Accountancy firm name | 2023-02-28 | COMYNS SMITH MCCLEARY & DEAVER LLP |
Accountancy firm EIN | 2023-02-28 | 680307221 |
2022 : 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-02-28 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-02-28 | $0 |
Total income from all sources (including contributions) | 2022-02-28 | $13,939,481 |
Total loss/gain on sale of assets | 2022-02-28 | $0 |
Total of all expenses incurred | 2022-02-28 | $13,939,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-02-28 | $13,939,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-02-28 | $13,939,481 |
Value of total assets at end of year | 2022-02-28 | $0 |
Value of total assets at beginning of year | 2022-02-28 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-02-28 | $0 |
Total interest from all sources | 2022-02-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-02-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2022-02-28 | No |
Value of net income/loss | 2022-02-28 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2022-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-02-28 | $0 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-02-28 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-02-28 | $13,939,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-02-28 | No |
Contributions received in cash from employer | 2022-02-28 | $13,939,481 |
Did the plan have assets held for investment | 2022-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2022-02-28 | Unqualified |
Accountancy firm name | 2022-02-28 | COMYNS SMITH MCCLEARY & DEAVER LLP |
Accountancy firm EIN | 2022-02-28 | 680307221 |
2021 : 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-02-28 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-02-28 | $0 |
Total income from all sources (including contributions) | 2021-02-28 | $0 |
Total loss/gain on sale of assets | 2021-02-28 | $0 |
Total of all expenses incurred | 2021-02-28 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-02-28 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-02-28 | $0 |
Value of total assets at end of year | 2021-02-28 | $0 |
Value of total assets at beginning of year | 2021-02-28 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-02-28 | $0 |
Total interest from all sources | 2021-02-28 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-02-28 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-02-28 | No |
Value of net income/loss | 2021-02-28 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2021-02-28 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-02-28 | $0 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-02-28 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-02-28 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-02-28 | $12,867,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-02-28 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-02-28 | No |
Contributions received in cash from employer | 2021-02-28 | $12,867,010 |
Did the plan have assets held for investment | 2021-02-28 | No |
Opinion of an independent qualified public accountant for this plan | 2021-02-28 | Unqualified |
Accountancy firm name | 2021-02-28 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2021-02-28 | 410746749 |
2022: 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT 2022 form 5500 responses |
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2022-03-01 | Type of plan entity | DFE (Diect Filing Entity) |
2022-03-01 | Submission has been amended | No |
2022-03-01 | This submission is the final filing | No |
2022-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-03-01 | Plan is a collectively bargained plan | No |
2022-03-01 | Plan funding arrangement – Trust | Yes |
2022-03-01 | Plan benefit arrangement – Insurance | Yes |
2022-03-01 | Plan benefit arrangement - Trust | Yes |
2021: 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT 2021 form 5500 responses |
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2021-03-01 | Type of plan entity | DFE (Diect Filing Entity) |
2021-03-01 | Submission has been amended | No |
2021-03-01 | This submission is the final filing | No |
2021-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-03-01 | Plan is a collectively bargained plan | No |
2021-03-01 | Plan funding arrangement – Trust | Yes |
2021-03-01 | Plan benefit arrangement – Insurance | Yes |
2021-03-01 | Plan benefit arrangement - Trust | Yes |
2020: 9 DOT EDUCATION SOLUTIONS GROUP INSURANCE ARRANGEMENT 2020 form 5500 responses |
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2020-03-01 | Type of plan entity | DFE (Diect Filing Entity) |
2020-03-01 | First time form 5500 has been submitted | Yes |
2020-03-01 | Submission has been amended | No |
2020-03-01 | This submission is the final filing | No |
2020-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-03-01 | Plan is a collectively bargained plan | No |
2020-03-01 | Plan funding arrangement – Trust | Yes |
2020-03-01 | Plan benefit arrangement – Insurance | Yes |
2020-03-01 | Plan benefit arrangement - Trust | Yes |
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | LH1274E*000 |
Policy instance | 5 |
Insurance contract or identification number | LH1274E*000 | Number of Individuals Covered | 351 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACUPUNCTURE/CHIROPRACTIC | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $23,947 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 600792 |
Policy instance | 4 |
Insurance contract or identification number | 600792 | Number of Individuals Covered | 4 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $4,592 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $137,890 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,296 | Insurance broker organization code? | 3 |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 226780 |
Policy instance | 3 |
Insurance contract or identification number | 226780 | Number of Individuals Covered | 874 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $193,432 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $6,321,619 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $96,716 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 430975 |
Policy instance | 2 |
Insurance contract or identification number | 430975 | Number of Individuals Covered | 1032 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $114,725 | Total amount of fees paid to insurance company | USD $27,998 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH & DISABILITY, ACCIDENT VOLUNTARY CRITICAL ILLNESS | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,147,249 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $57,363 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 14771 | Additional information about fees paid to insurance broker | FEES |
|
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 284911 |
Policy instance | 1 |
Insurance contract or identification number | 284911 | Number of Individuals Covered | 793 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $178,309 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $4,677,765 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $178,309 | Insurance broker organization code? | 3 |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 600792 |
Policy instance | 4 |
Insurance contract or identification number | 600792 | Number of Individuals Covered | 85 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $22,208 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $568,686 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,200 | Insurance broker organization code? | 3 |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 226780 |
Policy instance | 3 |
Insurance contract or identification number | 226780 | Number of Individuals Covered | 972 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $256,836 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $6,776,118 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $128,418 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 430975 |
Policy instance | 2 |
Insurance contract or identification number | 430975 | Number of Individuals Covered | 1082 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $147,294 | Total amount of fees paid to insurance company | USD $9,108 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH & DISABILITY, ACCIDENT VOLUNTARY CRITICAL ILLNESS | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,472,937 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $73,647 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 9108 | Additional information about fees paid to insurance broker | FEES |
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BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 284911 |
Policy instance | 1 |
Insurance contract or identification number | 284911 | Number of Individuals Covered | 706 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $183,136 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $4,968,687 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $183,136 | Insurance broker organization code? | 3 |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 600792 |
Policy instance | 4 |
Insurance contract or identification number | 600792 | Number of Individuals Covered | 100 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $14,484 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $540,210 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,242 | Insurance broker organization code? | 3 |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 226780 |
Policy instance | 3 |
Insurance contract or identification number | 226780 | Number of Individuals Covered | 1121 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $201,210 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $6,238,286 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $100,605 | Insurance broker organization code? | 3 |
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GUARDIAN (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 430975 |
Policy instance | 2 |
Insurance contract or identification number | 430975 | Number of Individuals Covered | 1222 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $103,604 | Total amount of fees paid to insurance company | USD $1,931 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH & DISABILITY VOLUNTARY CRITICAL ILLNESS | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,719,373 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $39,736 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1308 | Additional information about fees paid to insurance broker | FEES |
|
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 284911 |
Policy instance | 1 |
Insurance contract or identification number | 284911 | Number of Individuals Covered | 419 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $166,040 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $4,954,554 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $166,040 | Insurance broker organization code? | 3 |
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