NORTH COAST COOPERATIVE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH COAST COOPERATIVE, INC. HEALTH AND DENTAL PL
401k plan membership statisitcs for NORTH COAST COOPERATIVE, INC. HEALTH AND DENTAL PL
Measure | Date | Value |
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2013 : NORTH COAST COOPERATIVE, INC. HEALTH AND DENTAL PL 2013 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $67,716 |
Total income from all sources (including contributions) | 2013-12-31 | $1,004,691 |
Total of all expenses incurred | 2013-12-31 | $1,042,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $956,324 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,009,721 |
Value of total assets at end of year | 2013-12-31 | $5,436 |
Value of total assets at beginning of year | 2013-12-31 | $110,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $85,690 |
Total interest from all sources | 2013-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,186 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,186 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $30,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $209,440 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $661,293 |
Total non interest bearing cash at end of year | 2013-12-31 | $5,278 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $5,284 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-37,323 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $42,759 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $83,847 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $158 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $6,364 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $6,364 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $295,031 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $14,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-7,217 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $800,281 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $479,746 |
Contract administrator fees | 2013-12-31 | $85,690 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $67,716 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | WEGNER CPAS LLP |
Accountancy firm EIN | 2013-12-31 | 390974031 |
2012 : NORTH COAST COOPERATIVE, INC. HEALTH AND DENTAL PL 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $3,364 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $3,364 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $67,716 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $421,400 |
Total income from all sources (including contributions) | 2012-12-31 | $893,554 |
Total of all expenses incurred | 2012-12-31 | $872,315 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $729,371 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $888,079 |
Value of total assets at end of year | 2012-12-31 | $110,475 |
Value of total assets at beginning of year | 2012-12-31 | $442,920 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $142,944 |
Total interest from all sources | 2012-12-31 | $15 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,096 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $230,120 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $83,847 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $78,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $9,056 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $459,180 |
Administrative expenses (other) incurred | 2012-12-31 | $36,726 |
Total non interest bearing cash at end of year | 2012-12-31 | $5,284 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $5,038 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $21,239 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $42,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $21,520 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $6,364 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $6,359 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $6,359 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $15 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $270,191 |
Asset value of US Government securities at end of year | 2012-12-31 | $14,980 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $14,892 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $648,903 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $338,166 |
Income. Dividends from common stock | 2012-12-31 | $2,096 |
Contract administrator fees | 2012-12-31 | $106,218 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $67,716 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $421,400 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DAVID L. MOONIE & CO., LLP |
Accountancy firm EIN | 2012-12-31 | 941056328 |
2011 : NORTH COAST COOPERATIVE, INC. HEALTH AND DENTAL PL 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $6,569 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $6,569 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $421,400 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $85,614 |
Total income from all sources (including contributions) | 2011-12-31 | $1,395,365 |
Total of all expenses incurred | 2011-12-31 | $1,408,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,253,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,386,069 |
Value of total assets at end of year | 2011-12-31 | $442,920 |
Value of total assets at beginning of year | 2011-12-31 | $120,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $154,917 |
Total interest from all sources | 2011-12-31 | $113 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,614 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $226,057 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $78,465 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $69,470 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $362,548 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $1,015,802 |
Administrative expenses (other) incurred | 2011-12-31 | $62,666 |
Total non interest bearing cash at end of year | 2011-12-31 | $5,038 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $29,531 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-12,866 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $21,520 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $34,386 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $6,359 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $6,400 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $6,400 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $113 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $237,512 |
Asset value of US Government securities at end of year | 2011-12-31 | $14,892 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $14,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $797,464 |
Employer contributions (assets) at end of year | 2011-12-31 | $338,166 |
Income. Dividends from common stock | 2011-12-31 | $2,614 |
Contract administrator fees | 2011-12-31 | $92,251 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $421,400 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $85,614 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DAVID L. MOONIE & CO., LLP |
Accountancy firm EIN | 2011-12-31 | 941056328 |
2010 : NORTH COAST COOPERATIVE, INC. HEALTH AND DENTAL PL 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $7,173 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $7,173 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $85,614 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $104,683 |
Total income from all sources (including contributions) | 2010-12-31 | $1,084,415 |
Total loss/gain on sale of assets | 2010-12-31 | $-9,127 |
Total of all expenses incurred | 2010-12-31 | $1,350,765 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,159,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,081,506 |
Value of total assets at end of year | 2010-12-31 | $120,000 |
Value of total assets at beginning of year | 2010-12-31 | $386,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $190,888 |
Total interest from all sources | 2010-12-31 | $314 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $4,549 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $217,244 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $69,470 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $347,125 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $430,080 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $946,989 |
Administrative expenses (other) incurred | 2010-12-31 | $120,688 |
Total non interest bearing cash at end of year | 2010-12-31 | $29,531 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $4,970 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-266,350 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $120,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $386,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $6,400 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $34,255 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $34,255 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $314 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $193,871 |
Asset value of US Government securities at end of year | 2010-12-31 | $14,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $864,262 |
Income. Dividends from common stock | 2010-12-31 | $4,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $966,006 |
Contract administrator fees | 2010-12-31 | $70,200 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $85,614 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $104,683 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $258,948 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $268,075 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DAVID L. MOONIE & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 941056328 |
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 281812 |
Policy instance | 1 |
Insurance contract or identification number | 281812 | Number of Individuals Covered | 146 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $1,922 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,095 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,922 | Insurance broker organization code? | 3 |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 281812 |
Policy instance | 1 |
Insurance contract or identification number | 281812 | Number of Individuals Covered | 178 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $84 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,959 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $84 | Insurance broker organization code? | 3 |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 281813 |
Policy instance | 3 |
Insurance contract or identification number | 281813 | Number of Individuals Covered | 150 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 281812 |
Policy instance | 2 |
Insurance contract or identification number | 281812 | Number of Individuals Covered | 177 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,087 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,915 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $588 | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 1001336 |
Policy instance | 1 |
Insurance contract or identification number | 1001336 | Number of Individuals Covered | 150 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $1,473 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $13,256 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,473 | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 1001336 |
Policy instance | 1 |
Insurance contract or identification number | 1001336 | Number of Individuals Covered | 153 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $1,589 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $14,299 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,589 | Insurance broker organization code? | 3 |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 281812 |
Policy instance | 2 |
Insurance contract or identification number | 281812 | Number of Individuals Covered | 192 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $959 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,738 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $959 | Insurance broker organization code? | 3 |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | 657216 |
Policy instance | 1 |
Insurance contract or identification number | 657216 | Number of Individuals Covered | 153 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $18,706 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $355,410 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,706 | Insurance broker organization code? | 3 |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | 1100109 |
Policy instance | 2 |
Insurance contract or identification number | 1100109 | Number of Individuals Covered | 153 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $2,256 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ORGAN TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $20,297 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,128 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 399945 |
Policy instance | 3 |
Insurance contract or identification number | 399945 | Number of Individuals Covered | 215 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-08-01 | Total amount of commissions paid to insurance broker | USD $941 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $9,945 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $610 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 399945 |
Policy instance | 3 |
Insurance contract or identification number | 399945 | Number of Individuals Covered | 214 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,184 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $22,998 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,184 | Insurance broker organization code? | 3 | Insurance broker name | HEIDI OLSEN-KAVAJECZ |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 947-4185 |
Policy instance | 2 |
Insurance contract or identification number | 947-4185 | Number of Individuals Covered | 163 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Total amount of commissions paid to insurance broker | USD $2,068 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ORGAN TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $20,680 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,034 | Insurance broker organization code? | 3 | Insurance broker name | HEIDI OLSEN-KAVAJECZ |
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WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 ) |
Policy contract number | 657216 |
Policy instance | 1 |
Insurance contract or identification number | 657216 | Number of Individuals Covered | 149 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Total amount of commissions paid to insurance broker | USD $16,045 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $320,898 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,045 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
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WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 ) |
Policy contract number | 657216 |
Policy instance | 1 |
Insurance contract or identification number | 657216 | Number of Individuals Covered | 148 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $14,656 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $293,116 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,656 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 947-0029 |
Policy instance | 2 |
Insurance contract or identification number | 947-0029 | Number of Individuals Covered | 148 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $3,012 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ORGAN TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $21,111 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,506 | Insurance broker organization code? | 3 | Insurance broker name | HEIDI OLSEN-KAVAJECZ |
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WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 ) |
Policy contract number | 657216 |
Policy instance | 1 |
Insurance contract or identification number | 657216 | Number of Individuals Covered | 145 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $11,283 | 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 $279,710 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,283 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 148009 |
Policy instance | 1 |
Insurance contract or identification number | 148009 | Number of Individuals Covered | 166 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $3,406 | 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 $3,406 | Insurance broker organization code? | 3 | Insurance broker name | PAULI-HARBOUR INSURANCE SERVICES |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 949-0441 |
Policy instance | 3 |
Insurance contract or identification number | 949-0441 | Number of Individuals Covered | 108 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $819 | 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 | Commission paid to Insurance Broker | USD $819 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 148009 |
Policy instance | 2 |
Insurance contract or identification number | 148009 | Number of Individuals Covered | 153 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $3,530 | 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 $3,530 | Insurance broker name | PAULI-HARBOUR INSURANCE SERVICES |
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HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
Policy contract number | 403747 0010 |
Policy instance | 1 |
Insurance contract or identification number | 403747 0010 | Number of Individuals Covered | 160 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $12,600 | 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 | Commission paid to Insurance Broker | USD $12,600 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
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ALTERNATIVE RISK SOLUTIONS, LLC (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 9960-7050 |
Policy instance | 1 |
Insurance contract or identification number | 9960-7050 | Number of Individuals Covered | 157 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-07-01 | Total amount of commissions paid to insurance broker | USD $13,215 | 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 |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 148009 |
Policy instance | 2 |
Insurance contract or identification number | 148009 | Number of Individuals Covered | 157 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-07-01 | Total amount of commissions paid to insurance broker | USD $1,446 | 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 |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 148009 |
Policy instance | 2 |
Insurance contract or identification number | 148009 | Number of Individuals Covered | 165 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-07-01 | Total amount of commissions paid to insurance broker | USD $1,345 | 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 |
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ALTERNATIVE RISK SOLUTIONS, LLC (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 9960-7050 |
Policy instance | 1 |
Insurance contract or identification number | 9960-7050 | Number of Individuals Covered | 165 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-07-01 | Total amount of commissions paid to insurance broker | USD $11,551 | 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 |
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