Schedule A
- Row 1
- Filing Id
- 84037224231068
- Form Id
- 89049120
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378224231060006
- Ins Broker 01 Name
- USI CONSULTING GROUP
- Ins Broker 01 Street Addr
- 95 GLASTONBURY BLVD
- Ins Broker 01 City
- GLASTONBURY
- Ins Broker 01 State
- CT
- Ins Broker 01 ZIP Code
- 06033
- Ins Broker Comm Pd 01 Amount
- $593
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037224231068
- Form Id
- 89049116
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378224231060002
- Ins Broker 01 Name
- USI CONSULTING GROUP
- Ins Broker 01 Street Addr
- 95 GLASTONBURY BLVD
- Ins Broker 01 City
- GLASONBURY
- Ins Broker 01 State
- CT
- Ins Broker 01 ZIP Code
- 06033
- Ins Broker Comm Pd 01 Amount
- $4,096
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 3
- Filing Id
- 84037224231068
- Form Id
- 89049117
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378224231060003
- Ins Broker 01 Name
- USI CONSULTING GROUP
- Ins Broker 01 Street Addr
- 95 GLASTONBURY BLVD
- Ins Broker 01 City
- GLASTONBURY
- Ins Broker 01 State
- CT
- Ins Broker 01 ZIP Code
- 06033
- Ins Broker Comm Pd 01 Amount
- $22,683
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 4
- Filing Id
- 84037224231068
- Form Id
- 89049118
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378224231060004
- Ins Broker 01 Name
- BENEFITS RESOURCES INC.
- Ins Broker 01 Street Addr
- 13910 LAUREL LAKES AVENUE
- Ins Broker 01 City
- LAUREL
- Ins Broker 01 State
- MD
- Ins Broker 01 ZIP Code
- 20707
- Ins Broker Comm Pd 01 Amount
- $24,374
- Ins Broker Fees Pd 01 Amount
- $1,930
- Ins Broker Fees Pd 01 Text
- NON-MONETARY INCENTIVE AMOUNT NEW BUSINESS BONUS
- Ins Broker 01 Code
- 3
- Row 5
- Filing Id
- 84037224231068
- Form Id
- 89049119
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 7010378224231060005
- Ins Broker 01 Name
- LEISMAN INSURANCE AGENCY INC
- Ins Broker 01 Street Addr
- 800 SOUTH STREET P.O. BOX 9020
- Ins Broker 01 City
- WALTHAM
- Ins Broker 01 State
- MA
- Ins Broker 01 ZIP Code
- 022549020
- Ins Broker Comm Pd 01 Amount
- $399
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 6
- Ins Carrier Name: BLUE CROSS & BLUE SHIELD OF MA
- Filing Id
- 84037224231068
- Form Id
- 89049116
- Schedule A EIN
- 02-0272632
- Schedule A Plan Num
- 502
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- BLUE CROSS & BLUE SHIELD OF MA
- Ins Carrier EIN
- 04-1045815
- Ins Carrier Naic Code
- 53228
- Ins Contract Num
- 4012977
- Ins Prsn Covered End of year Count
- 85
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $4,096
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- B
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $81,623
- Wlfr Acquis Cost Amount
- $0
- Row 7
- Ins Carrier Name: UNITED HEALTHCARE
- Filing Id
- 84037224231068
- Form Id
- 89049117
- Schedule A EIN
- 02-0272632
- Schedule A Plan Num
- 502
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- UNITED HEALTHCARE
- Ins Carrier EIN
- 36-2739571
- Ins Carrier Naic Code
- 79413
- Ins Contract Num
- 217449
- Ins Prsn Covered End of year Count
- 173
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $22,683
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- A
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $907,213
- Wlfr Acquis Cost Amount
- $0
- Row 8
- Ins Carrier Name: GROUP HOSPITALIZATION MEDICAL SERVICES, INC
- Filing Id
- 84037224231068
- Form Id
- 89049118
- Schedule A EIN
- 02-0272632
- Schedule A Plan Num
- 502
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- GROUP HOSPITALIZATION MEDICAL SERVICES, INC
- Ins Carrier EIN
- 53-0078070
- Ins Carrier Naic Code
- 53007
- Ins Contract Num
- 0XAF
- Ins Prsn Covered End of year Count
- 70
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $24,374
- Ins Broker Fees Total Amount
- $1,930
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- AHJK
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $487,489
- Wlfr Acquis Cost Amount
- $0
- Row 9
- Ins Carrier Name: RELIANCE STANDARD
- Filing Id
- 84037224231068
- Form Id
- 89049119
- Schedule A EIN
- 02-0272632
- Schedule A Plan Num
- 502
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- RELIANCE STANDARD
- Ins Carrier EIN
- 36-0883760
- Ins Carrier Naic Code
- 68381
- Ins Contract Num
- GL 025001
- Ins Prsn Covered End of year Count
- 131
- Ins Policy From Date
- 2007-04-01
- Ins Policy To Date
- 2008-03-31
- Ins Broker Comm Total Amount
- $399
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- DM
- Wlfr Type Bnft Oth Text
- AD&D
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $7,225
- Wlfr Acquis Cost Amount
- $0
- Row 10
- Ins Carrier Name: VISION SERVICE PLAN
- Filing Id
- 84037224231068
- Form Id
- 89049120
- Schedule A EIN
- 02-0272632
- Schedule A Plan Num
- 502
- Schedule A Plan Year Begin Date
- 2007-01-01
- Schedule A Tax Period
- 20071231
- Ins Carrier Name
- VISION SERVICE PLAN
- Ins Carrier EIN
- 06-1227840
- Ins Carrier Naic Code
- 39616
- Ins Contract Num
- 30001555
- Ins Prsn Covered End of year Count
- 52
- Ins Policy From Date
- 2007-01-01
- Ins Policy To Date
- 2007-12-31
- Ins Broker Comm Total Amount
- $593
- Ins Broker Fees Total Amount
- $0
- Pension End of year Gen Account Amount
- $0
- Pension End of year Sep Account Amount
- $0
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pension End Prev Bal Amount
- $0
- Pension Contribution Dep Amount
- $0
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $0
- Pension Transfer From Amount
- $0
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension Bnfts Dsbrsd Amount
- $0
- Pension Admin Chrg Amount
- $0
- Pension Transfer To Amount
- $0
- Pension Oth Ded Amount
- $0
- Pension Total Ded Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Type Bnft Indicator
- C
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $6,854
- Wlfr Acquis Cost Amount
- $0