OREGON SMALL BUSINESS ALLIANCE INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OREGON SMALL BUSINESS ASSOCIATION TRUST
Measure | Date | Value |
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2022: OREGON SMALL BUSINESS ASSOCIATION TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 253 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
Total of all active and inactive participants | 2022-04-01 | 0 |
Number of employers contributing to the scheme | 2022-04-01 | 0 |
2021: OREGON SMALL BUSINESS ASSOCIATION TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 468 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
Total of all active and inactive participants | 2021-04-01 | 468 |
Number of employers contributing to the scheme | 2021-04-01 | 0 |
2020: OREGON SMALL BUSINESS ASSOCIATION TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 263 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 276 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
Total of all active and inactive participants | 2020-04-01 | 276 |
Number of employers contributing to the scheme | 2020-04-01 | 19 |
2019: OREGON SMALL BUSINESS ASSOCIATION TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 457 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 254 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
Total of all active and inactive participants | 2019-04-01 | 263 |
Number of employers contributing to the scheme | 2019-04-01 | 16 |
2018: OREGON SMALL BUSINESS ASSOCIATION TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 596 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 457 |
Total of all active and inactive participants | 2018-04-01 | 457 |
Total participants | 2018-04-01 | 457 |
2017: OREGON SMALL BUSINESS ASSOCIATION TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 616 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 601 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 601 |
Total participants | 2017-04-01 | 601 |
2016: OREGON SMALL BUSINESS ASSOCIATION TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 1,134 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 1,246 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
Total of all active and inactive participants | 2016-04-01 | 1,246 |
Total participants | 2016-04-01 | 1,246 |
2015: OREGON SMALL BUSINESS ASSOCIATION TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 450 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 1,134 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
Total of all active and inactive participants | 2015-04-01 | 1,134 |
Total participants | 2015-04-01 | 1,134 |
2014: OREGON SMALL BUSINESS ASSOCIATION TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 544 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 990 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
Total of all active and inactive participants | 2014-04-01 | 990 |
Total participants | 2014-04-01 | 990 |
2013: OREGON SMALL BUSINESS ASSOCIATION TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 627 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 347 |
Total of all active and inactive participants | 2013-04-01 | 347 |
Total participants | 2013-04-01 | 0 |
2012: OREGON SMALL BUSINESS ASSOCIATION TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 848 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 627 |
Total of all active and inactive participants | 2012-04-01 | 627 |
Total participants | 2012-04-01 | 0 |
2011: OREGON SMALL BUSINESS ASSOCIATION TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 773 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 848 |
Total of all active and inactive participants | 2011-04-01 | 848 |
Total participants | 2011-04-01 | 848 |
Measure | Date | Value |
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2010 : OREGON SMALL BUSINESS ASSOCIATION TRUST 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $5,656,196 |
Total of all expenses incurred | 2010-12-31 | $5,656,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,656,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,656,196 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $5,656,196 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,656,196 |
Did the plan have assets held for investment | 2010-12-31 | No |
2022: OREGON SMALL BUSINESS ASSOCIATION TRUST 2022 form 5500 responses |
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2022-04-01 | Type of plan entity | Mulitple employer plan |
2022-04-01 | This submission is the final filing | Yes |
2022-04-01 | Plan funding arrangement – Insurance | Yes |
2022-04-01 | Plan benefit arrangement – Insurance | Yes |
2021: OREGON SMALL BUSINESS ASSOCIATION TRUST 2021 form 5500 responses |
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2021-04-01 | Type of plan entity | Mulitple employer plan |
2021-04-01 | Plan funding arrangement – Insurance | Yes |
2021-04-01 | Plan benefit arrangement – Insurance | Yes |
2020: OREGON SMALL BUSINESS ASSOCIATION TRUST 2020 form 5500 responses |
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2020-04-01 | Type of plan entity | Mulitple employer plan |
2020-04-01 | Plan funding arrangement – Insurance | Yes |
2020-04-01 | Plan benefit arrangement – Insurance | Yes |
2019: OREGON SMALL BUSINESS ASSOCIATION TRUST 2019 form 5500 responses |
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2019-04-01 | Type of plan entity | Mulitple employer plan |
2019-04-01 | Plan funding arrangement – Insurance | Yes |
2019-04-01 | Plan benefit arrangement – Insurance | Yes |
2018: OREGON SMALL BUSINESS ASSOCIATION TRUST 2018 form 5500 responses |
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2018-04-01 | Type of plan entity | Mulitple employer plan |
2018-04-01 | Submission has been amended | No |
2018-04-01 | This submission is the final filing | No |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-04-01 | Plan is a collectively bargained plan | No |
2018-04-01 | Plan funding arrangement – Insurance | Yes |
2018-04-01 | Plan benefit arrangement – Insurance | Yes |
2017: OREGON SMALL BUSINESS ASSOCIATION TRUST 2017 form 5500 responses |
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2017-04-01 | Type of plan entity | Mulitple employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Insurance | Yes |
2017-04-01 | Plan benefit arrangement – Insurance | Yes |
2016: OREGON SMALL BUSINESS ASSOCIATION TRUST 2016 form 5500 responses |
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2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Insurance | Yes |
2016-04-01 | Plan benefit arrangement – Insurance | Yes |
2015: OREGON SMALL BUSINESS ASSOCIATION TRUST 2015 form 5500 responses |
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2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan benefit arrangement – Insurance | Yes |
2014: OREGON SMALL BUSINESS ASSOCIATION TRUST 2014 form 5500 responses |
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2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2013: OREGON SMALL BUSINESS ASSOCIATION TRUST 2013 form 5500 responses |
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2013-04-01 | Type of plan entity | Mulitple employer plan |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2012: OREGON SMALL BUSINESS ASSOCIATION TRUST 2012 form 5500 responses |
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2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2011: OREGON SMALL BUSINESS ASSOCIATION TRUST 2011 form 5500 responses |
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2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 933000 |
Policy instance | 1 |
Insurance contract or identification number | 933000 | Number of Individuals Covered | 253 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $2,476,422 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 933000 |
Policy instance | 1 |
Insurance contract or identification number | 933000 | Number of Individuals Covered | 468 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $3,108,369 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 933000 |
Policy instance | 1 |
Insurance contract or identification number | 933000 | Number of Individuals Covered | 495 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $2,517,275 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 9330 ET AL |
Policy instance | 1 |
Insurance contract or identification number | 9330 ET AL | Number of Individuals Covered | 254 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $3,898,237 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 933000 |
Policy instance | 1 |
Insurance contract or identification number | 933000 | Number of Individuals Covered | 457 | Insurance policy start date | 2018-04-01 | Insurance policy end date | 2019-03-31 | 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 | 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 $4,921,711 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 933000 |
Policy instance | 1 |
Insurance contract or identification number | 933000 | Number of Individuals Covered | 601 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | 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 | 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 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | 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 $5,090,885 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MHN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | ORLG 9300, 2-26 |
Policy instance | 1 |
Insurance contract or identification number | ORLG 9300, 2-26 | Number of Individuals Covered | 1134 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | 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? | No | 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 $2,176,404 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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MHN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | ORLG 9300, 2-26 |
Policy instance | 1 |
Insurance contract or identification number | ORLG 9300, 2-26 | Number of Individuals Covered | 990 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | 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? | No | 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 $1,950,407 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | ORLG 93300,1-10 |
Policy instance | 1 |
Insurance contract or identification number | ORLG 93300,1-10 | Number of Individuals Covered | 347 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $61,939 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,760,981 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $61,939 | Insurance broker organization code? | 3 | Insurance broker name | BCI GROUP INC |
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HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 627 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,129,732 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | BCI GROUP INC |
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HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | |
Policy instance | 1 |
Number of Individuals Covered | 848 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,847,498 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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