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TRISTAR INSURANCE GROUP INC MEDICAL PLAN 401k Plan overview

Plan NameTRISTAR INSURANCE GROUP INC MEDICAL PLAN
Plan identification number 503

TRISTAR INSURANCE GROUP INC MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

TRISTAR RISK MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRISTAR RISK MANAGEMENT, INC.
Employer identification number (EIN):952791831
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRISTAR INSURANCE GROUP INC MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01
5032021-01-01
5032020-01-01
5032019-01-01
5032018-01-01
5032017-01-01VICTORIA GONZALES
5032015-01-01VICTORIA GONZALES
5032014-01-01VICTORIA GONZALES
5032013-01-01VICTORIA GONZALES
5032012-01-01DENISE COTTER
5032011-01-01DENISE COTTER
5032010-01-01DEBORAH JOHNSTON
5032009-01-01DENICE COTTER
5032009-01-01 DENICE COTTER2010-07-21

Plan Statistics for TRISTAR INSURANCE GROUP INC MEDICAL PLAN

401k plan membership statisitcs for TRISTAR INSURANCE GROUP INC MEDICAL PLAN

Measure Date Value
2022: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01388
Total number of active participants reported on line 7a of the Form 55002022-01-01485
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01491
2021: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01434
Total number of active participants reported on line 7a of the Form 55002021-01-01385
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01388
2020: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01489
Total number of active participants reported on line 7a of the Form 55002020-01-01431
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01434
2019: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01636
Total number of active participants reported on line 7a of the Form 55002019-01-01489
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01489
2018: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01505
Total number of active participants reported on line 7a of the Form 55002018-01-01636
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01636
2017: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01519
Total number of active participants reported on line 7a of the Form 55002017-01-01504
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01505
2015: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01521
Total number of active participants reported on line 7a of the Form 55002015-01-01454
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01458
2014: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01828
Total number of active participants reported on line 7a of the Form 55002014-01-01521
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01525
2013: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01620
Total number of active participants reported on line 7a of the Form 55002013-01-01828
Number of retired or separated participants receiving benefits2013-01-0112
Total of all active and inactive participants2013-01-01840
2012: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01445
Total number of active participants reported on line 7a of the Form 55002012-01-01620
Number of retired or separated participants receiving benefits2012-01-0110
Total of all active and inactive participants2012-01-01630
2011: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01412
Total number of active participants reported on line 7a of the Form 55002011-01-01445
Number of retired or separated participants receiving benefits2011-01-016
Total of all active and inactive participants2011-01-01451
2010: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01442
Total number of active participants reported on line 7a of the Form 55002010-01-01412
Number of retired or separated participants receiving benefits2010-01-0111
Total of all active and inactive participants2010-01-01423
2009: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01461
Total number of active participants reported on line 7a of the Form 55002009-01-01442
Number of retired or separated participants receiving benefits2009-01-0111
Total of all active and inactive participants2009-01-01453

Form 5500 Responses for TRISTAR INSURANCE GROUP INC MEDICAL PLAN

2022: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2015: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TRISTAR INSURANCE GROUP INC MEDICAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 133382
Policy instance 6
Insurance contract or identification numberLTD 133382
Number of Individuals Covered736
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $161,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 164995
Policy instance 5
Insurance contract or identification numberGL 164995
Number of Individuals Covered686
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $244,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number603459-NCR
Policy instance 4
Insurance contract or identification number603459-NCR
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $166,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number230881-SCR
Policy instance 3
Insurance contract or identification number230881-SCR
Number of Individuals Covered33
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $411,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40492
Policy instance 2
Insurance contract or identification numberHCCLOT40492
Number of Individuals Covered433
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedOTHER -ORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $68,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47MSL-000205-05
Policy instance 1
Insurance contract or identification number47MSL-000205-05
Number of Individuals Covered410
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28,306
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $404,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,306
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12182569
Policy instance 1
Insurance contract or identification number12182569
Number of Individuals Covered473
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,963
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,595
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,963
Insurance broker organization code?3
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47MSL-000205-04
Policy instance 2
Insurance contract or identification number47MSL-000205-04
Number of Individuals Covered382
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $364,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40492
Policy instance 3
Insurance contract or identification numberHCCLOT40492
Number of Individuals Covered433
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,347
Other welfare benefits providedOTHER -ORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $66,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,852
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number230881-SCR
Policy instance 4
Insurance contract or identification number230881-SCR
Number of Individuals Covered58
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $516,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number603459-NCR
Policy instance 5
Insurance contract or identification number603459-NCR
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $177,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number603459-NCR
Policy instance 7
Insurance contract or identification number603459-NCR
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $192,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number230881-SCR
Policy instance 6
Insurance contract or identification number230881-SCR
Number of Individuals Covered62
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $434,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40492
Policy instance 5
Insurance contract or identification numberHCCLOT40492
Number of Individuals Covered390
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,205
Other welfare benefits providedOTHER -ORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $64,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,205
Insurance broker organization code?3
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47MSL-000205-03
Policy instance 4
Insurance contract or identification number47MSL-000205-03
Number of Individuals Covered390
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,853
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $342,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,853
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number952199
Policy instance 3
Insurance contract or identification number952199
Number of Individuals Covered607
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $196,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number952200
Policy instance 2
Insurance contract or identification number952200
Number of Individuals Covered367
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $125,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12182569
Policy instance 1
Insurance contract or identification number12182569
Number of Individuals Covered404
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,878
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,878
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40492
Policy instance 5
Insurance contract or identification numberHCCLOT40492
Number of Individuals Covered406
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,147
Other welfare benefits providedOTHER -ORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $71,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,147
Insurance broker organization code?3
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47MSL-000205-02
Policy instance 4
Insurance contract or identification number47MSL-000205-02
Number of Individuals Covered406
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,189
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $359,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,189
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number952199
Policy instance 3
Insurance contract or identification number952199
Number of Individuals Covered630
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $254,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number952200
Policy instance 2
Insurance contract or identification number952200
Number of Individuals Covered371
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $144,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12182569
Policy instance 1
Insurance contract or identification number12182569
Number of Individuals Covered423
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,681
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,681
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12182569
Policy instance 1
Insurance contract or identification number12182569
Number of Individuals Covered554
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,889
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,889
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number230881-SCR
Policy instance 2
Insurance contract or identification number230881-SCR
Number of Individuals Covered110
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $644,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number603459-NCR
Policy instance 3
Insurance contract or identification number603459-NCR
Number of Individuals Covered34
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $244,372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-5275, 6409
Policy instance 4
Insurance contract or identification number947-5275, 6409
Number of Individuals Covered492
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,647
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,647
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number952200
Policy instance 5
Insurance contract or identification number952200
Number of Individuals Covered483
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $161,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number952199
Policy instance 6
Insurance contract or identification number952199
Number of Individuals Covered856
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $220,890
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47MSL-000205-01
Policy instance 7
Insurance contract or identification number47MSL-000205-01
Number of Individuals Covered492
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,009
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $400,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,009
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number230881-SCR
Policy instance 2
Insurance contract or identification number230881-SCR
Number of Individuals Covered108
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $599,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number603459-NCR
Policy instance 3
Insurance contract or identification number603459-NCR
Number of Individuals Covered50
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $246,957
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4925, -5275
Policy instance 4
Insurance contract or identification number947-4925, -5275
Number of Individuals Covered504
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,120
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,120
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number952200
Policy instance 5
Insurance contract or identification number952200
Number of Individuals Covered528
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $131,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameEPIQ RISK MANAGEMENT
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1062291
Policy instance 6
Insurance contract or identification number1062291
Number of Individuals Covered845
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $211,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 )
Policy contract number33A2ES000045600
Policy instance 7
Insurance contract or identification number33A2ES000045600
Number of Individuals Covered504
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $490,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12182569
Policy instance 1
Insurance contract or identification number12182569
Number of Individuals Covered595
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,491
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,491
Insurance broker organization code?3
Insurance broker nameBRIAN ULLRICH

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