Schedule A
- Row 1
- Form Id
- 6
- Ins Broker Name
- LOCKTON COMPANIES LLC
- Ins Broker US Address1
- PO BOX 843844
- Ins Broker US City
- KANSAS CITY
- Ins Broker US State
- MO
- Ins Broker US ZIP
- 64184
- Ins Broker Comm Pd Amount
- $0
- Ins Broker Fees Pd Amount
- $1,297
- Ins Broker Fees Pd Text
- ADDITIONAL COMPENSATION PAID
- Ins Broker Code
- 3
- Row 2
- Form Id
- 1
- Ins Broker Name
- LOCKTON COMPANIES LLC
- Ins Broker US Address1
- 444 WEST 47TH STREET
- Ins Broker US Address2
- SUITE 900
- Ins Broker US City
- KANSAS CITY
- Ins Broker US State
- MO
- Ins Broker US ZIP
- 64112
- Ins Broker Comm Pd Amount
- $91,681
- Ins Broker Fees Pd Amount
- $0
- Ins Broker Fees Pd Text
- NA
- Ins Broker Code
- 3
- Row 3
- Form Id
- 2
- Ins Broker Name
- LOCKTON COMPANIES LLC
- Ins Broker US Address1
- PO BOX 843844
- Ins Broker US City
- KANSAS CITY
- Ins Broker US State
- MO
- Ins Broker US ZIP
- 64184
- Ins Broker Comm Pd Amount
- $1,206
- Ins Broker Fees Pd Amount
- $380
- Ins Broker Fees Pd Text
- ADDITIONAL COMPENSATION PAID
- Ins Broker Code
- 3
- Row 4
- Form Id
- 3
- Ins Broker Name
- LOCKTON COMPANIES LLC
- Ins Broker US Address1
- PO BOX 843844
- Ins Broker US City
- KANSAS CITY
- Ins Broker US State
- MO
- Ins Broker US ZIP
- 64184
- Ins Broker Comm Pd Amount
- $2,334
- Ins Broker Fees Pd Amount
- $778
- Ins Broker Fees Pd Text
- ADDITIONAL COMPENSATION PAID
- Ins Broker Code
- 3
- Row 5
- Form Id
- 4
- Ins Broker Name
- LOCKTON COMPANIES LLC
- Ins Broker US Address1
- PO BOX 843844
- Ins Broker US City
- KANSAS CITY
- Ins Broker US State
- MO
- Ins Broker US ZIP
- 64184
- Ins Broker Comm Pd Amount
- $0
- Ins Broker Fees Pd Amount
- $13,434
- Ins Broker Fees Pd Text
- ADDITIONAL COMPENSATION PAID
- Ins Broker Code
- 3
- Row 6
- Form Id
- 5
- Ins Broker Name
- LOCKTON COMPANIES LLC
- Ins Broker US Address1
- PO BOX 843844
- Ins Broker US City
- KANSAS CITY
- Ins Broker US State
- MO
- Ins Broker US ZIP
- 64184
- Ins Broker Comm Pd Amount
- $0
- Ins Broker Fees Pd Amount
- $752
- Ins Broker Fees Pd Text
- ADDITIONAL COMPENSATION PAID
- Ins Broker Code
- 3
- Row 7
- Form Id
- 2
- Ins Broker Name
- MARSH & MCLENNAN AGENCY LLC
- Ins Broker US Address1
- 20 N. MARTINGALE RD., STE. 100
- Ins Broker US City
- SCHAUMBURG
- Ins Broker US State
- IL
- Ins Broker US ZIP
- 60173
- Ins Broker Comm Pd Amount
- $217
- Ins Broker Fees Pd Amount
- $58
- Ins Broker Fees Pd Text
- ADDITIONAL COMPENSATION PAID
- Ins Broker Code
- 3
- Row 8
- Ins Carrier Name: BLUECROSS BLUESHIELD OF ILLINOIS
- Form Id
- 1
- Schedule A Plan Year Begin Date
- 2021-01-01
- Schedule A Plan Year End Date
- 2021-12-31
- Schedule A Plan Num
- 503
- Schedule A EIN
- 27-5107237
- Ins Carrier Name
- BLUECROSS BLUESHIELD OF ILLINOIS
- Ins Carrier EIN
- 36-1236610
- Ins Carrier Naic Code
- 70670
- Ins Contract Num
- 266764
- Ins Prsn Covered End of year Count
- 715
- Ins Policy From Date
- 2021-01-01
- Ins Policy To Date
- 2021-12-31
- Ins Broker Comm Total Amount
- $91,682
- Ins Broker Fees Total Amount
- $0
- Pension Total Bal Addn Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Bnft Health Indicator
- Yes
- Wlfr Bnft Dental Indicator
- Yes
- Wlfr Bnft Vision Indicator
- No
- Wlfr Bnft Life Insur Indicator
- No
- Wlfr Bnft Temp Disab Indicator
- No
- Wlfr Bnft Long Terminate Disab Indicator
- No
- Wlfr Bnft Unemp Indicator
- No
- Wlfr Bnft Drug Indicator
- No
- Wlfr Bnft Hmo Indicator
- No
- Wlfr Bnft Ppo Indicator
- No
- Wlfr Bnft Indemnity Indicator
- No
- Wlfr Bnft Other Indicator
- No
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Cash Indicator
- No
- Wlfr Refund Credit Indicator
- No
- Wlfr Total Charges Paid Amount
- $4,629,317
- Wlfr Acquis Cost Amount
- $0
- Wlfr Acquis Cost Text
- NA
- Ins Fail Provide Info Indicator
- No
- Row 9
- Ins Carrier Name: UNUM INSURANCE COMPANY
- Form Id
- 2
- Schedule A Plan Year Begin Date
- 2021-01-01
- Schedule A Plan Year End Date
- 2021-12-31
- Schedule A Plan Num
- 503
- Schedule A EIN
- 27-5107237
- Ins Carrier Name
- UNUM INSURANCE COMPANY
- Ins Carrier EIN
- 04-2381280
- Ins Carrier Naic Code
- 67601
- Ins Contract Num
- 430323
- Ins Prsn Covered End of year Count
- 69
- Ins Policy From Date
- 2021-01-01
- Ins Policy To Date
- 2021-12-31
- Ins Broker Comm Total Amount
- $1,423
- Ins Broker Fees Total Amount
- $438
- Alloc Contracts Indiv Indicator
- No
- Alloc Contracts Group Indicator
- No
- Alloc Contracts Other Indicator
- No
- Pens Distr Bnft Terminate Pln Indicator
- No
- Unalloc Contracts Dep Adm Indicator
- No
- Unal Contrac Imm Part Guar Indicator
- No
- Unal Contracts Guar Invest Indicator
- No
- Unalloc Contracts Other Indicator
- No
- Pension Total Bal Addn Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Bnft Health Indicator
- No
- Wlfr Bnft Dental Indicator
- No
- Wlfr Bnft Vision Indicator
- No
- Wlfr Bnft Life Insur Indicator
- No
- Wlfr Bnft Temp Disab Indicator
- No
- Wlfr Bnft Long Terminate Disab Indicator
- No
- Wlfr Bnft Unemp Indicator
- No
- Wlfr Bnft Drug Indicator
- No
- Wlfr Bnft Stop Loss Indicator
- No
- Wlfr Bnft Hmo Indicator
- No
- Wlfr Bnft Ppo Indicator
- No
- Wlfr Bnft Indemnity Indicator
- No
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- ACCIDENT
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Cash Indicator
- No
- Wlfr Refund Credit Indicator
- No
- Wlfr Total Charges Paid Amount
- $13,814
- Wlfr Acquis Cost Amount
- $0
- Wlfr Acquis Cost Text
- NA
- Ins Fail Provide Info Indicator
- No
- Row 10
- Ins Carrier Name: UNUM INSURANCE COMPANY
- Form Id
- 3
- Schedule A Plan Year Begin Date
- 2021-01-01
- Schedule A Plan Year End Date
- 2021-12-31
- Schedule A Plan Num
- 503
- Schedule A EIN
- 27-5107237
- Ins Carrier Name
- UNUM INSURANCE COMPANY
- Ins Carrier EIN
- 04-2381280
- Ins Carrier Naic Code
- 67601
- Ins Contract Num
- 430322
- Ins Prsn Covered End of year Count
- 57
- Ins Policy From Date
- 2021-01-01
- Ins Policy To Date
- 2021-12-31
- Ins Broker Comm Total Amount
- $2,334
- Ins Broker Fees Total Amount
- $778
- Alloc Contracts Indiv Indicator
- No
- Alloc Contracts Group Indicator
- No
- Alloc Contracts Other Indicator
- No
- Pens Distr Bnft Terminate Pln Indicator
- No
- Unalloc Contracts Dep Adm Indicator
- No
- Unal Contrac Imm Part Guar Indicator
- No
- Unal Contracts Guar Invest Indicator
- No
- Unalloc Contracts Other Indicator
- No
- Pension Total Bal Addn Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Bnft Health Indicator
- No
- Wlfr Bnft Dental Indicator
- No
- Wlfr Bnft Vision Indicator
- No
- Wlfr Bnft Life Insur Indicator
- No
- Wlfr Bnft Temp Disab Indicator
- No
- Wlfr Bnft Long Terminate Disab Indicator
- No
- Wlfr Bnft Unemp Indicator
- No
- Wlfr Bnft Drug Indicator
- No
- Wlfr Bnft Stop Loss Indicator
- No
- Wlfr Bnft Hmo Indicator
- No
- Wlfr Bnft Ppo Indicator
- No
- Wlfr Bnft Indemnity Indicator
- No
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- CRITICAL LLLNESS
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Cash Indicator
- No
- Wlfr Refund Credit Indicator
- No
- Wlfr Total Charges Paid Amount
- $15,563
- Wlfr Acquis Cost Amount
- $0
- Wlfr Acquis Cost Text
- NA
- Ins Fail Provide Info Indicator
- No
- Row 11
- Ins Carrier Name: UNUM LIFE INSURANCE COMPANY OF AMERICA
- Form Id
- 4
- Schedule A Plan Year Begin Date
- 2021-01-01
- Schedule A Plan Year End Date
- 2021-12-31
- Schedule A Plan Num
- 503
- Schedule A EIN
- 27-5107237
- Ins Carrier Name
- UNUM LIFE INSURANCE COMPANY OF AMERICA
- Ins Carrier EIN
- 01-0278678
- Ins Carrier Naic Code
- 62235
- Ins Contract Num
- 430319
- Ins Prsn Covered End of year Count
- 356
- Ins Policy From Date
- 2021-01-01
- Ins Policy To Date
- 2021-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $13,434
- Alloc Contracts Indiv Indicator
- No
- Alloc Contracts Group Indicator
- No
- Alloc Contracts Other Indicator
- No
- Pens Distr Bnft Terminate Pln Indicator
- No
- Unalloc Contracts Dep Adm Indicator
- No
- Unal Contrac Imm Part Guar Indicator
- No
- Unal Contracts Guar Invest Indicator
- No
- Unalloc Contracts Other Indicator
- No
- Pension Total Bal Addn Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Bnft Health Indicator
- No
- Wlfr Bnft Dental Indicator
- No
- Wlfr Bnft Vision Indicator
- No
- Wlfr Bnft Life Insur Indicator
- Yes
- Wlfr Bnft Temp Disab Indicator
- Yes
- Wlfr Bnft Long Terminate Disab Indicator
- Yes
- Wlfr Bnft Unemp Indicator
- No
- Wlfr Bnft Drug Indicator
- No
- Wlfr Bnft Stop Loss Indicator
- No
- Wlfr Bnft Hmo Indicator
- No
- Wlfr Bnft Ppo Indicator
- No
- Wlfr Bnft Indemnity Indicator
- No
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- AD&D
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Cash Indicator
- No
- Wlfr Refund Credit Indicator
- No
- Wlfr Total Charges Paid Amount
- $268,684
- Wlfr Acquis Cost Amount
- $0
- Wlfr Acquis Cost Text
- NA
- Ins Fail Provide Info Indicator
- No
- Row 12
- Ins Carrier Name: UNUM LIFE INSURANCE COMPANY OF AMERICA
- Form Id
- 5
- Schedule A Plan Year Begin Date
- 2021-01-01
- Schedule A Plan Year End Date
- 2021-12-31
- Schedule A Plan Num
- 503
- Schedule A EIN
- 27-5107237
- Ins Carrier Name
- UNUM LIFE INSURANCE COMPANY OF AMERICA
- Ins Carrier EIN
- 01-0278678
- Ins Carrier Naic Code
- 62235
- Ins Contract Num
- 430320
- Ins Prsn Covered End of year Count
- 136
- Ins Policy From Date
- 2021-01-01
- Ins Policy To Date
- 2021-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $752
- Pension Total Bal Addn Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Bnft Health Indicator
- No
- Wlfr Bnft Dental Indicator
- No
- Wlfr Bnft Vision Indicator
- No
- Wlfr Bnft Life Insur Indicator
- Yes
- Wlfr Bnft Temp Disab Indicator
- No
- Wlfr Bnft Long Terminate Disab Indicator
- No
- Wlfr Bnft Unemp Indicator
- No
- Wlfr Bnft Drug Indicator
- No
- Wlfr Bnft Hmo Indicator
- No
- Wlfr Bnft Ppo Indicator
- No
- Wlfr Bnft Indemnity Indicator
- No
- Wlfr Bnft Other Indicator
- Yes
- Wlfr Type Bnft Oth Text
- AD&D
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Cash Indicator
- No
- Wlfr Refund Credit Indicator
- No
- Wlfr Total Charges Paid Amount
- $15,043
- Wlfr Acquis Cost Amount
- $0
- Wlfr Acquis Cost Text
- NA
- Ins Fail Provide Info Indicator
- No
- Row 13
- Ins Carrier Name: STARMOUNT LIFE INSURANCE COMPANY
- Form Id
- 6
- Schedule A Plan Year Begin Date
- 2021-01-01
- Schedule A Plan Year End Date
- 2021-12-31
- Schedule A Plan Num
- 503
- Schedule A EIN
- 27-5107237
- Ins Carrier Name
- STARMOUNT LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 72-0977315
- Ins Carrier Naic Code
- 68985
- Ins Contract Num
- 430321
- Ins Prsn Covered End of year Count
- 272
- Ins Policy From Date
- 2021-01-01
- Ins Policy To Date
- 2021-12-31
- Ins Broker Comm Total Amount
- $0
- Ins Broker Fees Total Amount
- $1,297
- Alloc Contracts Indiv Indicator
- No
- Alloc Contracts Group Indicator
- No
- Alloc Contracts Other Indicator
- No
- Pens Distr Bnft Terminate Pln Indicator
- No
- Unalloc Contracts Dep Adm Indicator
- No
- Unal Contrac Imm Part Guar Indicator
- No
- Unal Contracts Guar Invest Indicator
- No
- Unalloc Contracts Other Indicator
- No
- Pension Total Bal Addn Amount
- $0
- Pension End of year Bal Amount
- $0
- Wlfr Bnft Health Indicator
- No
- Wlfr Bnft Dental Indicator
- No
- Wlfr Bnft Vision Indicator
- Yes
- Wlfr Bnft Life Insur Indicator
- No
- Wlfr Bnft Temp Disab Indicator
- No
- Wlfr Bnft Long Terminate Disab Indicator
- No
- Wlfr Bnft Unemp Indicator
- No
- Wlfr Bnft Drug Indicator
- No
- Wlfr Bnft Stop Loss Indicator
- No
- Wlfr Bnft Hmo Indicator
- No
- Wlfr Bnft Ppo Indicator
- No
- Wlfr Bnft Indemnity Indicator
- No
- Wlfr Bnft Other Indicator
- No
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Cash Indicator
- No
- Wlfr Refund Credit Indicator
- No
- Wlfr Total Charges Paid Amount
- $25,938
- Wlfr Acquis Cost Amount
- $0
- Wlfr Acquis Cost Text
- NA
- Ins Fail Provide Info Indicator
- No