IMPERIAL COUNTY WORK TRAINING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN
401k plan membership statisitcs for IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2022: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 16 |
| Total of all active and inactive participants | 2022-07-01 | 16 |
| Total participants | 2022-07-01 | 16 |
| 2021: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 14 |
| Total of all active and inactive participants | 2021-07-01 | 14 |
| Total participants | 2021-07-01 | 14 |
| 2020: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 13 |
| Total of all active and inactive participants | 2020-07-01 | 13 |
| Total participants | 2020-07-01 | 13 |
| 2019: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 17 |
| Total of all active and inactive participants | 2019-07-01 | 17 |
| Total participants | 2019-07-01 | 17 |
| 2018: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 16 |
| Total of all active and inactive participants | 2018-07-01 | 16 |
| Total participants | 2018-07-01 | 16 |
| 2017: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 16 |
| Total of all active and inactive participants | 2017-07-01 | 16 |
| Total participants | 2017-07-01 | 16 |
| 2016: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 15 |
| Total of all active and inactive participants | 2016-07-01 | 15 |
| Total participants | 2016-07-01 | 15 |
| 2015: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 14 |
| Total of all active and inactive participants | 2015-07-01 | 14 |
| Total participants | 2015-07-01 | 0 |
| 2014: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 14 |
| Total of all active and inactive participants | 2014-07-01 | 14 |
| Total participants | 2014-07-01 | 0 |
| 2013: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 14 |
| Total of all active and inactive participants | 2013-07-01 | 14 |
| Total participants | 2013-07-01 | 0 |
| 2012: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 18 |
| Total of all active and inactive participants | 2012-07-01 | 18 |
| Total participants | 2012-07-01 | 0 |
| 2011: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 17 |
| Total of all active and inactive participants | 2011-07-01 | 17 |
| Total participants | 2011-07-01 | 17 |
| 2009: IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 12 |
| Total of all active and inactive participants | 2009-07-01 | 12 |
| Total participants | 2009-07-01 | 12 |
| Measure | Date | Value |
|---|
| 2023 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $38,950 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $39,275 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $34,621 |
| Total plan assets at end of year | 2023-06-30 | $129,778 |
| Total plan assets at beginning of year | 2023-06-30 | $130,103 |
| Value of fidelity bond covering the plan | 2023-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $4,654 |
| Other income received | 2023-06-30 | $4,329 |
| Net income (gross income less expenses) | 2023-06-30 | $-325 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $129,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $130,103 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $34,621 |
| 2022 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $33,683 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $37,700 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $33,500 |
| Total plan assets at end of year | 2022-06-30 | $130,103 |
| Total plan assets at beginning of year | 2022-06-30 | $134,120 |
| Value of fidelity bond covering the plan | 2022-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $4,200 |
| Other income received | 2022-06-30 | $183 |
| Net income (gross income less expenses) | 2022-06-30 | $-4,017 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $130,103 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $134,120 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $33,500 |
| 2021 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $35,334 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $39,494 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $35,294 |
| Total plan assets at end of year | 2021-06-30 | $134,120 |
| Total plan assets at beginning of year | 2021-06-30 | $138,280 |
| Value of fidelity bond covering the plan | 2021-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $4,200 |
| Other income received | 2021-06-30 | $40 |
| Net income (gross income less expenses) | 2021-06-30 | $-4,160 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $134,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $138,280 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $35,294 |
| 2020 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $34,324 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $37,236 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $33,036 |
| Total plan assets at end of year | 2020-06-30 | $138,281 |
| Total plan assets at beginning of year | 2020-06-30 | $141,193 |
| Value of fidelity bond covering the plan | 2020-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $4,200 |
| Other income received | 2020-06-30 | $1,288 |
| Net income (gross income less expenses) | 2020-06-30 | $-2,912 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $138,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $141,193 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $33,036 |
| 2019 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $39,692 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $41,267 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $37,266 |
| Total plan assets at end of year | 2019-06-30 | $141,193 |
| Total plan assets at beginning of year | 2019-06-30 | $142,768 |
| Value of fidelity bond covering the plan | 2019-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $4,001 |
| Other income received | 2019-06-30 | $2,429 |
| Net income (gross income less expenses) | 2019-06-30 | $-1,575 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $141,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $142,768 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $37,263 |
| 2018 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $40,621 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $42,597 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $38,913 |
| Total plan assets at end of year | 2018-06-30 | $142,768 |
| Total plan assets at beginning of year | 2018-06-30 | $144,744 |
| Value of fidelity bond covering the plan | 2018-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $3,684 |
| Other income received | 2018-06-30 | $1,024 |
| Net income (gross income less expenses) | 2018-06-30 | $-1,976 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $142,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $144,744 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $39,597 |
| 2017 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $37,921 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $42,378 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $37,124 |
| Total plan assets at end of year | 2017-06-30 | $144,744 |
| Total plan assets at beginning of year | 2017-06-30 | $149,201 |
| Value of fidelity bond covering the plan | 2017-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $5,254 |
| Other income received | 2017-06-30 | $143 |
| Net income (gross income less expenses) | 2017-06-30 | $-4,457 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $144,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $149,201 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $37,778 |
| 2016 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $35,997 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $39,033 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $35,944 |
| Total plan assets at end of year | 2016-06-30 | $149,201 |
| Total plan assets at beginning of year | 2016-06-30 | $152,237 |
| Value of fidelity bond covering the plan | 2016-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $3,089 |
| Net income (gross income less expenses) | 2016-06-30 | $-3,036 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $149,201 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $152,237 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $35,997 |
| 2015 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $37,320 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $41,856 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $37,363 |
| Total plan assets at end of year | 2015-06-30 | $152,237 |
| Total plan assets at beginning of year | 2015-06-30 | $156,773 |
| Value of fidelity bond covering the plan | 2015-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $3,246 |
| Net income (gross income less expenses) | 2015-06-30 | $-4,536 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $152,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $156,773 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $37,320 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $1,247 |
| 2014 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $22,833 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $17,763 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $6,761 |
| Total plan assets at end of year | 2014-06-30 | $156,773 |
| Total plan assets at beginning of year | 2014-06-30 | $151,703 |
| Value of fidelity bond covering the plan | 2014-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $3,364 |
| Net income (gross income less expenses) | 2014-06-30 | $5,070 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $156,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $151,703 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $22,833 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $7,638 |
| 2013 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $22,983 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $21,575 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $11,242 |
| Total plan assets at end of year | 2013-06-30 | $151,703 |
| Total plan assets at beginning of year | 2013-06-30 | $150,295 |
| Value of fidelity bond covering the plan | 2013-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $2,149 |
| Net income (gross income less expenses) | 2013-06-30 | $1,408 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $151,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $150,295 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $22,983 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $8,184 |
| 2012 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $24,931 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $31,492 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $21,268 |
| Total plan assets at end of year | 2012-06-30 | $150,295 |
| Total plan assets at beginning of year | 2012-06-30 | $156,856 |
| Value of fidelity bond covering the plan | 2012-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $1,598 |
| Net income (gross income less expenses) | 2012-06-30 | $-6,561 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $150,295 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $156,856 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $24,931 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $8,626 |
| 2011 : IMPERIAL COUNTY WORK TRAINING CENTER, INC. HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $22,201 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $27,667 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $10,168 |
| Total plan assets at end of year | 2011-06-30 | $156,856 |
| Total plan assets at beginning of year | 2011-06-30 | $162,322 |
| Value of fidelity bond covering the plan | 2011-06-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $1,652 |
| Net income (gross income less expenses) | 2011-06-30 | $-5,466 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $156,856 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $162,322 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $22,201 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $15,847 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 20636 |
| Policy instance | 1 |
| Insurance contract or identification number | 20636 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $5,886 | | Welfare Benefit Premiums Paid to Carrier | USD $34,621 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,486 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 20636 |
| Policy instance | 1 |
| Insurance contract or identification number | 20636 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $5,695 | | Welfare Benefit Premiums Paid to Carrier | USD $33,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,417 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 20636 |
| Policy instance | 1 |
| Insurance contract or identification number | 20636 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $6,000 | | Welfare Benefit Premiums Paid to Carrier | USD $35,296 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,865 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | GP-1885 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-1885 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $4,833 | | Welfare Benefit Premiums Paid to Carrier | USD $28,425 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,843 |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | LMB N04975820 |
| Policy instance | 1 |
| Insurance contract or identification number | LMB N04975820 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $6,604 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $36,688 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,604 | | Insurance broker organization code? | 3 |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | LMB N04975820 |
| Policy instance | 1 |
| Insurance contract or identification number | LMB N04975820 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $7,004 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,913 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,004 | | Insurance broker organization code? | 3 | | Insurance broker name | THE BOON INSURANCE AGENCY |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | LMB N04975820 |
| Policy instance | 1 |
| Insurance contract or identification number | LMB N04975820 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $6,351 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,283 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,351 | | Insurance broker organization code? | 3 | | Insurance broker name | THE BOON INSURANCE AGENCY, INC. |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | LMB N04975820 |
| Policy instance | 1 |
| Insurance contract or identification number | LMB N04975820 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $6,594 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $36,635 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,594 | | Insurance broker organization code? | 3 | | Insurance broker name | THE BOON INSURANCE AGENCY, INC. |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 646025-11 |
| Policy instance | 1 |
| Insurance contract or identification number | 646025-11 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of fees paid to insurance company | USD $5,448 | | Welfare Benefit Premiums Paid to Carrier | USD $5,448 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60739 ) |
| Policy contract number | 746764-10 |
| Policy instance | 1 |
| Insurance contract or identification number | 746764-10 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of fees paid to insurance company | USD $4,525 | | Welfare Benefit Premiums Paid to Carrier | USD $4,525 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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