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Filing

Fortis Inc. Health Care Flexible Spending Account Plan

Fortis Inc. • EIN 39-1126612 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Up

11,553 → 12,868

1,315 • 11.38%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024510,239$2,832,053,616$121,820,835$11,898iApproximate average salary by contribution assumption: employee only about $297,443 at 4% or $198,295 at 6%; with 50% employer match about $198,295 at 4% or $132,197 at 6%; with 100% employer match about $148,722 at 4% or $99,148 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-10,096$2,156,442,658$121,820,835$12,066iApproximate average salary by contribution assumption: employee only about $301,656 at 4% or $201,104 at 6%; with 50% employer match about $201,104 at 4% or $134,069 at 6%; with 100% employer match about $150,828 at 4% or $100,552 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-2,811$675,610,958--
Fortis Inc. Master Trust-10,239---
Assurant Retiree Health and Welfare Benefit Plan-----
Assurant Adoption Assistance Plan-9,860---
2023510,089$2,632,360,961$109,282,922$10,832iApproximate average salary by contribution assumption: employee only about $270,797 at 4% or $180,531 at 6%; with 50% employer match about $180,531 at 4% or $120,354 at 6%; with 100% employer match about $135,399 at 4% or $90,266 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-9,941$1,922,045,040$109,282,922$10,993iApproximate average salary by contribution assumption: employee only about $274,829 at 4% or $183,219 at 6%; with 50% employer match about $183,219 at 4% or $122,146 at 6%; with 100% employer match about $137,414 at 4% or $91,610 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-3,426$710,315,921--
Assurant Adoption Assistance Plan-9,627---
Fortis Inc. Master Trust-10,089---
Assurant Retiree Health and Welfare Benefit Plan-----
2022510,733$2,392,397,596$115,135,526$10,727iApproximate average salary by contribution assumption: employee only about $268,181 at 4% or $178,787 at 6%; with 50% employer match about $178,787 at 4% or $119,192 at 6%; with 100% employer match about $134,091 at 4% or $89,394 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-10,733$1,667,201,194$115,135,526$10,727iApproximate average salary by contribution assumption: employee only about $268,181 at 4% or $178,787 at 6%; with 50% employer match about $178,787 at 4% or $119,192 at 6%; with 100% employer match about $134,091 at 4% or $89,394 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-3,785$725,196,402--
Assurant Adoption Assistance Plan-10,192---
Fortis Inc. Master Trust-10,486---
Assurant Retiree Health and Welfare Benefit Plan-----
2021512,944$2,948,878,954$107,524,636$8,307iApproximate average salary by contribution assumption: employee only about $207,673 at 4% or $138,448 at 6%; with 50% employer match about $138,448 at 4% or $92,299 at 6%; with 100% employer match about $103,836 at 4% or $69,224 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-12,944$2,028,968,079$107,524,636$8,307iApproximate average salary by contribution assumption: employee only about $207,673 at 4% or $138,448 at 6%; with 50% employer match about $138,448 at 4% or $92,299 at 6%; with 100% employer match about $103,836 at 4% or $69,224 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-4,183$919,910,875--
Assurant Adoption Assistance Plan-10,884---
Fortis Inc. Master Trust-12,706---
Assurant Retiree Health and Welfare Benefit Plan-----
2020511,356$2,708,303,641$99,941,612$8,801iApproximate average salary by contribution assumption: employee only about $220,019 at 4% or $146,680 at 6%; with 50% employer match about $146,680 at 4% or $97,786 at 6%; with 100% employer match about $110,010 at 4% or $73,340 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-11,323$1,787,130,032$99,941,612$8,826iApproximate average salary by contribution assumption: employee only about $220,661 at 4% or $147,107 at 6%; with 50% employer match about $147,107 at 4% or $98,071 at 6%; with 100% employer match about $110,330 at 4% or $73,554 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-4,660$921,173,609--
Fortis Inc. Master Trust-11,356---
Assurant Adoption Assistance Plan-11,356---
Assurant Retiree Health and Welfare Benefit Plan-----
2019511,249$2,466,210,177$96,425,919$8,572iApproximate average salary by contribution assumption: employee only about $214,299 at 4% or $142,866 at 6%; with 50% employer match about $142,866 at 4% or $95,244 at 6%; with 100% employer match about $107,149 at 4% or $71,433 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-11,249$1,587,780,774$96,263,871$8,558iApproximate average salary by contribution assumption: employee only about $213,939 at 4% or $142,626 at 6%; with 50% employer match about $142,626 at 4% or $95,084 at 6%; with 100% employer match about $106,969 at 4% or $71,313 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-5,052$878,429,403--
ASSURANT AFFILIATE 401(K) PLAN-0$0$162,048-
Fortis Inc. Master Trust-10,986---
Assurant Retiree Health and Welfare Benefit Plan-----
2018511,993$2,015,266,576$88,301,063$7,363iApproximate average salary by contribution assumption: employee only about $184,068 at 4% or $122,712 at 6%; with 50% employer match about $122,712 at 4% or $81,808 at 6%; with 100% employer match about $92,034 at 4% or $61,356 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-11,993$1,245,192,491$88,126,205$7,348iApproximate average salary by contribution assumption: employee only about $183,703 at 4% or $122,469 at 6%; with 50% employer match about $122,469 at 4% or $81,646 at 6%; with 100% employer match about $91,852 at 4% or $61,234 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-5,648$769,606,510--
ASSURANT AFFILIATE 401(K) PLAN-68$467,575$174,858$2,571iApproximate average salary by contribution assumption: employee only about $64,286 at 4% or $42,857 at 6%; with 50% employer match about $42,857 at 4% or $28,572 at 6%; with 100% employer match about $32,143 at 4% or $21,429 at 6%.
Fortis Inc. Master Trust-10,327---
Assurant Retiree Health and Welfare Benefit Plan-----
2017612,530$2,192,787,165$92,982,527$7,421iApproximate average salary by contribution assumption: employee only about $185,520 at 4% or $123,680 at 6%; with 50% employer match about $123,680 at 4% or $82,453 at 6%; with 100% employer match about $92,760 at 4% or $61,840 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-12,530$1,327,578,917$92,695,346$7,398iApproximate average salary by contribution assumption: employee only about $184,947 at 4% or $123,298 at 6%; with 50% employer match about $123,298 at 4% or $82,199 at 6%; with 100% employer match about $92,473 at 4% or $61,649 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-6,301$864,742,155--
ASSURANT AFFILIATE 401(K) PLAN-77$466,093$287,181$3,730iApproximate average salary by contribution assumption: employee only about $93,241 at 4% or $62,160 at 6%; with 50% employer match about $62,160 at 4% or $41,440 at 6%; with 100% employer match about $46,620 at 4% or $31,080 at 6%.
Assurant Retiree Health and Welfare Benefit Plan-----
Fortis Inc. Master Trust-12,245---
Fortis Inc. Master Trust-0---
2016612,285$2,000,648,700$115,198,718$9,377iApproximate average salary by contribution assumption: employee only about $234,430 at 4% or $156,286 at 6%; with 50% employer match about $156,286 at 4% or $104,191 at 6%; with 100% employer match about $117,215 at 4% or $78,143 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-12,285$1,183,838,166$115,056,994$9,366iApproximate average salary by contribution assumption: employee only about $234,141 at 4% or $156,094 at 6%; with 50% employer match about $156,094 at 4% or $104,063 at 6%; with 100% employer match about $117,071 at 4% or $78,047 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-30$417,688,891--
Fortis Inc. Employees Uniform Retirement Plan-7,159$398,977,329--
ASSURANT AFFILIATE 401(K) PLAN-13$144,314$141,724$10,902iApproximate average salary by contribution assumption: employee only about $272,546 at 4% or $181,697 at 6%; with 50% employer match about $181,697 at 4% or $121,132 at 6%; with 100% employer match about $136,273 at 4% or $90,849 at 6%.
Assurant Retiree Health and Welfare Benefit Plan-----
Fortis Inc. Master Trust-12,248---
2015414,567$2,205,274,160$122,169,800$8,387iApproximate average salary by contribution assumption: employee only about $209,669 at 4% or $139,779 at 6%; with 50% employer match about $139,779 at 4% or $93,186 at 6%; with 100% employer match about $104,834 at 4% or $69,890 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-14,567$1,311,121,748$111,419,800$7,649iApproximate average salary by contribution assumption: employee only about $191,220 at 4% or $127,480 at 6%; with 50% employer match about $127,480 at 4% or $84,986 at 6%; with 100% employer match about $95,610 at 4% or $63,740 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-10,243$894,152,412$10,750,000$1,049iApproximate average salary by contribution assumption: employee only about $26,237 at 4% or $17,492 at 6%; with 50% employer match about $17,492 at 4% or $11,661 at 6%; with 100% employer match about $13,119 at 4% or $8,746 at 6%.
Fortis Inc. Master Trust-14,566---
Assurant Retiree Health and Welfare Benefit Plan-0---
2014415,344$2,287,784,464$134,830,212$8,787iApproximate average salary by contribution assumption: employee only about $219,679 at 4% or $146,453 at 6%; with 50% employer match about $146,453 at 4% or $97,635 at 6%; with 100% employer match about $109,840 at 4% or $73,226 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-15,344$1,348,546,905$104,830,212$6,832iApproximate average salary by contribution assumption: employee only about $170,800 at 4% or $113,867 at 6%; with 50% employer match about $113,867 at 4% or $75,911 at 6%; with 100% employer match about $85,400 at 4% or $56,933 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-11,493$939,237,559$30,000,000$2,610iApproximate average salary by contribution assumption: employee only about $65,257 at 4% or $43,505 at 6%; with 50% employer match about $43,505 at 4% or $29,003 at 6%; with 100% employer match about $32,629 at 4% or $21,752 at 6%.
Fortis Inc. Master Trust-14,725---
Assurant Retiree Health and Welfare Benefit Plan-0---
2013414,922$2,113,808,007$144,961,911$9,715iApproximate average salary by contribution assumption: employee only about $242,866 at 4% or $161,911 at 6%; with 50% employer match about $161,911 at 4% or $107,940 at 6%; with 100% employer match about $121,433 at 4% or $80,955 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-14,647$1,274,847,275$94,961,911$6,483iApproximate average salary by contribution assumption: employee only about $162,084 at 4% or $108,056 at 6%; with 50% employer match about $108,056 at 4% or $72,037 at 6%; with 100% employer match about $81,042 at 4% or $54,028 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-11,324$838,960,732$50,000,000$4,415iApproximate average salary by contribution assumption: employee only about $110,385 at 4% or $73,590 at 6%; with 50% employer match about $73,590 at 4% or $49,060 at 6%; with 100% employer match about $55,193 at 4% or $36,795 at 6%.
Assurant Retiree Health and Welfare Benefit Plan-0---
Fortis Inc. Master Trust-14,922---
2012413,135$1,819,627,385$138,604,694$10,552iApproximate average salary by contribution assumption: employee only about $263,808 at 4% or $175,872 at 6%; with 50% employer match about $175,872 at 4% or $117,248 at 6%; with 100% employer match about $131,904 at 4% or $87,936 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-13,096$1,057,032,829$88,604,694$6,766iApproximate average salary by contribution assumption: employee only about $169,145 at 4% or $112,763 at 6%; with 50% employer match about $112,763 at 4% or $75,175 at 6%; with 100% employer match about $84,572 at 4% or $56,382 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-11,039$762,594,556$50,000,000$4,529iApproximate average salary by contribution assumption: employee only about $113,235 at 4% or $75,490 at 6%; with 50% employer match about $75,490 at 4% or $50,327 at 6%; with 100% employer match about $56,617 at 4% or $37,745 at 6%.
Fortis Inc. Master Trust-13,135---
Assurant Retiree Health and Welfare Benefit Plan-0---
2011513,012$1,595,459,491$116,481,130$8,952iApproximate average salary by contribution assumption: employee only about $223,796 at 4% or $149,197 at 6%; with 50% employer match about $149,197 at 4% or $99,465 at 6%; with 100% employer match about $111,898 at 4% or $74,599 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-13,012$933,807,902$68,141,986$5,237iApproximate average salary by contribution assumption: employee only about $130,921 at 4% or $87,281 at 6%; with 50% employer match about $87,281 at 4% or $58,187 at 6%; with 100% employer match about $65,461 at 4% or $43,640 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-11,056$661,651,589$40,000,000$3,618iApproximate average salary by contribution assumption: employee only about $90,449 at 4% or $60,299 at 6%; with 50% employer match about $60,299 at 4% or $40,199 at 6%; with 100% employer match about $45,224 at 4% or $30,150 at 6%.
Assurant 401(K) Plan A-0-$8,339,144-
Fortis Inc. Master Trust-13,008---
Assurant Retiree Health and Welfare Benefit Plan-0---
2010813,158$1,511,967,898$222,197,888$16,887iApproximate average salary by contribution assumption: employee only about $422,173 at 4% or $281,448 at 6%; with 50% employer match about $281,448 at 4% or $187,632 at 6%; with 100% employer match about $211,086 at 4% or $140,724 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-5,597$872,232,250$67,574,592$12,073iApproximate average salary by contribution assumption: employee only about $301,834 at 4% or $201,223 at 6%; with 50% employer match about $201,223 at 4% or $134,148 at 6%; with 100% employer match about $150,917 at 4% or $100,611 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-11,205$573,254,549$40,000,000$3,570iApproximate average salary by contribution assumption: employee only about $89,246 at 4% or $59,497 at 6%; with 50% employer match about $59,497 at 4% or $39,665 at 6%; with 100% employer match about $44,623 at 4% or $29,749 at 6%.
Assurant 401(K) Plan A-2,853$66,481,099$8,019,859$2,811iApproximate average salary by contribution assumption: employee only about $70,276 at 4% or $46,850 at 6%; with 50% employer match about $46,850 at 4% or $31,234 at 6%; with 100% employer match about $35,138 at 4% or $23,425 at 6%.
Assurant Retiree Health and Welfare Benefit Plan-0-$1,392,558-
Fortis Inc. Master Trust-10,823-$97,377,365$8,997iApproximate average salary by contribution assumption: employee only about $224,932 at 4% or $149,954 at 6%; with 50% employer match about $149,954 at 4% or $99,970 at 6%; with 100% employer match about $112,466 at 4% or $74,977 at 6%.
Fortis Inc. Health Care Flexible Spending Account Plan-13,158---
Fortis Inc. Severance Pay Plan-13,085---
ASSURANT DISABILITY PLAN-13,085-$7,833,514$599iApproximate average salary by contribution assumption: employee only about $14,967 at 4% or $9,978 at 6%; with 50% employer match about $9,978 at 4% or $6,652 at 6%; with 100% employer match about $7,483 at 4% or $4,989 at 6%.
2009813,459$1,365,225,414$240,260,572$17,851iApproximate average salary by contribution assumption: employee only about $446,282 at 4% or $297,522 at 6%; with 50% employer match about $297,522 at 4% or $198,348 at 6%; with 100% employer match about $223,141 at 4% or $148,761 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-7,685$778,280,138$67,776,566$8,819iApproximate average salary by contribution assumption: employee only about $220,483 at 4% or $146,989 at 6%; with 50% employer match about $146,989 at 4% or $97,993 at 6%; with 100% employer match about $110,242 at 4% or $73,494 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-11,738$494,851,707$50,000,000$4,260iApproximate average salary by contribution assumption: employee only about $106,492 at 4% or $70,994 at 6%; with 50% employer match about $70,994 at 4% or $47,330 at 6%; with 100% employer match about $53,246 at 4% or $35,497 at 6%.
Assurant 401(K) Plan A-8,354$67,470,972$8,684,024$1,040iApproximate average salary by contribution assumption: employee only about $25,988 at 4% or $17,325 at 6%; with 50% employer match about $17,325 at 4% or $11,550 at 6%; with 100% employer match about $12,994 at 4% or $8,663 at 6%.
Fortis Inc. Master Trust-11,594$22,698,801$105,242,738$9,077iApproximate average salary by contribution assumption: employee only about $226,934 at 4% or $151,289 at 6%; with 50% employer match about $151,289 at 4% or $100,859 at 6%; with 100% employer match about $113,467 at 4% or $75,645 at 6%.
ASSURANT DISABILITY PLAN-13,335$1,923,796$8,557,244$642iApproximate average salary by contribution assumption: employee only about $16,043 at 4% or $10,695 at 6%; with 50% employer match about $10,695 at 4% or $7,130 at 6%; with 100% employer match about $8,021 at 4% or $5,348 at 6%.
Fortis Inc. Severance Pay Plan-13,335---
Fortis Inc. Health Care Flexible Spending Account Plan-13,459---
Assurant Retiree Health and Welfare Benefit Plan-----
2008813,724$1,115,172,380$171,943,800$12,529iApproximate average salary by contribution assumption: employee only about $313,217 at 4% or $208,812 at 6%; with 50% employer match about $208,812 at 4% or $139,208 at 6%; with 100% employer match about $156,609 at 4% or $104,406 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-7,341$604,289,055$64,359,219$8,767iApproximate average salary by contribution assumption: employee only about $219,177 at 4% or $146,118 at 6%; with 50% employer match about $146,118 at 4% or $97,412 at 6%; with 100% employer match about $109,589 at 4% or $73,059 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-10,415$424,735,382$27,200,000$2,612iApproximate average salary by contribution assumption: employee only about $65,290 at 4% or $43,527 at 6%; with 50% employer match about $43,527 at 4% or $29,018 at 6%; with 100% employer match about $32,645 at 4% or $21,763 at 6%.
Assurant 401(K) Plan A-8,348$59,252,176$9,207,540$1,103iApproximate average salary by contribution assumption: employee only about $27,574 at 4% or $18,383 at 6%; with 50% employer match about $18,383 at 4% or $12,255 at 6%; with 100% employer match about $13,787 at 4% or $9,191 at 6%.
Fortis Inc. Master Trust-12,016$25,554,135$62,847,669$5,230iApproximate average salary by contribution assumption: employee only about $130,758 at 4% or $87,172 at 6%; with 50% employer match about $87,172 at 4% or $58,115 at 6%; with 100% employer match about $65,379 at 4% or $43,586 at 6%.
Assurant Retiree Health and Welfare Benefit Plan-0$1,121,612$35,963-
ASSURANT DISABILITY PLAN-13,644$220,020$8,293,409$608iApproximate average salary by contribution assumption: employee only about $15,196 at 4% or $10,131 at 6%; with 50% employer match about $10,131 at 4% or $6,754 at 6%; with 100% employer match about $7,598 at 4% or $5,065 at 6%.
Fortis Inc. Health Care Flexible Spending Account Plan-13,724---
Fortis Inc. Severance Pay Plan-13,644---
2007813,074$1,374,151,897$185,197,453$14,165iApproximate average salary by contribution assumption: employee only about $354,133 at 4% or $236,089 at 6%; with 50% employer match about $236,089 at 4% or $157,392 at 6%; with 100% employer match about $177,067 at 4% or $118,044 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-6,506$786,022,025$61,517,545$9,456iApproximate average salary by contribution assumption: employee only about $236,388 at 4% or $157,592 at 6%; with 50% employer match about $157,592 at 4% or $105,061 at 6%; with 100% employer match about $118,194 at 4% or $78,796 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-9,751$475,582,523$46,922,687$4,812iApproximate average salary by contribution assumption: employee only about $120,302 at 4% or $80,201 at 6%; with 50% employer match about $80,201 at 4% or $53,468 at 6%; with 100% employer match about $60,151 at 4% or $40,101 at 6%.
Assurant 401(K) Plan A-8,587$86,066,802$9,635,172$1,122iApproximate average salary by contribution assumption: employee only about $28,052 at 4% or $18,701 at 6%; with 50% employer match about $18,701 at 4% or $12,467 at 6%; with 100% employer match about $14,026 at 4% or $9,351 at 6%.
Fortis Inc. Master Trust-11,247$25,267,082$58,519,694$5,203iApproximate average salary by contribution assumption: employee only about $130,078 at 4% or $86,719 at 6%; with 50% employer match about $86,719 at 4% or $57,813 at 6%; with 100% employer match about $65,039 at 4% or $43,359 at 6%.
Assurant Retiree Health and Welfare Benefit Plan-0$989,559--
ASSURANT DISABILITY PLAN-12,984$223,906$8,602,355$663iApproximate average salary by contribution assumption: employee only about $16,563 at 4% or $11,042 at 6%; with 50% employer match about $11,042 at 4% or $7,362 at 6%; with 100% employer match about $8,282 at 4% or $5,521 at 6%.
Fortis Inc. Severance Pay Plan-12,984---
Fortis Inc. Health Care Flexible Spending Account Plan-13,074---
2006912,868$1,245,312,121$139,131,716$10,812iApproximate average salary by contribution assumption: employee only about $270,306 at 4% or $180,204 at 6%; with 50% employer match about $180,204 at 4% or $120,136 at 6%; with 100% employer match about $135,153 at 4% or $90,102 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-5,886$711,863,271$57,340,532$9,742iApproximate average salary by contribution assumption: employee only about $243,546 at 4% or $162,364 at 6%; with 50% employer match about $162,364 at 4% or $108,243 at 6%; with 100% employer match about $121,773 at 4% or $81,182 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-9,203$419,686,967$19,500,000$2,119iApproximate average salary by contribution assumption: employee only about $52,972 at 4% or $35,315 at 6%; with 50% employer match about $35,315 at 4% or $23,543 at 6%; with 100% employer match about $26,486 at 4% or $17,657 at 6%.
Assurant 401(K) Plan A-7,365$93,613,939$10,829,054$1,470iApproximate average salary by contribution assumption: employee only about $36,758 at 4% or $24,506 at 6%; with 50% employer match about $24,506 at 4% or $16,337 at 6%; with 100% employer match about $18,379 at 4% or $12,253 at 6%.
Fortis Inc. Master Trust-10,636$19,954,642$51,268,828$4,820iApproximate average salary by contribution assumption: employee only about $120,508 at 4% or $80,339 at 6%; with 50% employer match about $80,339 at 4% or $53,559 at 6%; with 100% employer match about $60,254 at 4% or $40,169 at 6%.
Assurant Retiree Health and Welfare Benefit Plan-0$193,302$193,302-
Fortis Inc. Health Care Flexible Spending Account Plan-2,553---
Fortis Inc. Severance Pay Plan-12,742---
ASSURANT DISABILITY PLAN-12,789---
Fortis Inc. Health Care Flexible Spending Account PlanCurrent12,868---
2005711,419$561,348,166$152,405,485$13,347iApproximate average salary by contribution assumption: employee only about $333,666 at 4% or $222,444 at 6%; with 50% employer match about $222,444 at 4% or $148,296 at 6%; with 100% employer match about $166,833 at 4% or $111,222 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-8,758$366,834,397$46,508,987$5,310iApproximate average salary by contribution assumption: employee only about $132,761 at 4% or $88,508 at 6%; with 50% employer match about $88,508 at 4% or $59,005 at 6%; with 100% employer match about $66,381 at 4% or $44,254 at 6%.
Assurant 401(K) Plan A-2,930$89,486,263$9,854,827$3,363iApproximate average salary by contribution assumption: employee only about $84,086 at 4% or $56,057 at 6%; with 50% employer match about $56,057 at 4% or $37,371 at 6%; with 100% employer match about $42,043 at 4% or $28,029 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-5,442$89,486,263$9,854,827$1,811iApproximate average salary by contribution assumption: employee only about $45,272 at 4% or $30,181 at 6%; with 50% employer match about $30,181 at 4% or $20,121 at 6%; with 100% employer match about $22,636 at 4% or $15,091 at 6%.
Fortis Inc. Master Trust-11,419$15,541,243$86,186,844$7,548iApproximate average salary by contribution assumption: employee only about $188,692 at 4% or $125,795 at 6%; with 50% employer match about $125,795 at 4% or $83,863 at 6%; with 100% employer match about $94,346 at 4% or $62,897 at 6%.
Fortis Inc. Severance Pay Plan-11,419---
Fortis Inc. Health Care Flexible Spending Account Plan-2,430---
Assurant Retiree Health and Welfare Benefit Plan-264---
2004711,169$972,877,186$165,941,410$14,857iApproximate average salary by contribution assumption: employee only about $371,433 at 4% or $247,622 at 6%; with 50% employer match about $247,622 at 4% or $165,081 at 6%; with 100% employer match about $185,717 at 4% or $123,811 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-4,053$557,416,849$47,112,434$11,624iApproximate average salary by contribution assumption: employee only about $290,602 at 4% or $193,735 at 6%; with 50% employer match about $193,735 at 4% or $129,157 at 6%; with 100% employer match about $145,301 at 4% or $96,867 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-8,444$315,048,638$31,707,003$3,755iApproximate average salary by contribution assumption: employee only about $93,874 at 4% or $62,583 at 6%; with 50% employer match about $62,583 at 4% or $41,722 at 6%; with 100% employer match about $46,937 at 4% or $31,291 at 6%.
Assurant 401(K) Plan A-3,033$91,502,102$11,040,455$3,640iApproximate average salary by contribution assumption: employee only about $91,003 at 4% or $60,669 at 6%; with 50% employer match about $60,669 at 4% or $40,446 at 6%; with 100% employer match about $45,501 at 4% or $30,334 at 6%.
Fortis Inc. Master Trust-11,169$8,909,597$76,081,518$6,812iApproximate average salary by contribution assumption: employee only about $170,296 at 4% or $113,531 at 6%; with 50% employer match about $113,531 at 4% or $75,687 at 6%; with 100% employer match about $85,148 at 4% or $56,765 at 6%.
Fortis Inc. Health Care Flexible Spending Account Plan-3,242---
Assurant Retiree Health and Welfare Benefit Plan-229---
Fortis Inc. Severance Pay Plan-11,169---
2003711,512$858,337,646$197,189,550$17,129iApproximate average salary by contribution assumption: employee only about $428,226 at 4% or $285,484 at 6%; with 50% employer match about $285,484 at 4% or $190,323 at 6%; with 100% employer match about $214,113 at 4% or $142,742 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-3,842$481,162,653$46,445,948$12,089iApproximate average salary by contribution assumption: employee only about $302,225 at 4% or $201,483 at 6%; with 50% employer match about $201,483 at 4% or $134,322 at 6%; with 100% employer match about $151,113 at 4% or $100,742 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-8,232$270,390,143$64,520,313$7,838iApproximate average salary by contribution assumption: employee only about $195,944 at 4% or $130,629 at 6%; with 50% employer match about $130,629 at 4% or $87,086 at 6%; with 100% employer match about $97,972 at 4% or $65,315 at 6%.
Assurant 401(K) Plan A-3,397$95,470,763$11,723,088$3,451iApproximate average salary by contribution assumption: employee only about $86,275 at 4% or $57,517 at 6%; with 50% employer match about $57,517 at 4% or $38,345 at 6%; with 100% employer match about $43,138 at 4% or $28,758 at 6%.
Fortis Inc. Master Trust-11,512$11,314,087$74,500,201$6,472iApproximate average salary by contribution assumption: employee only about $161,788 at 4% or $107,859 at 6%; with 50% employer match about $107,859 at 4% or $71,906 at 6%; with 100% employer match about $80,894 at 4% or $53,929 at 6%.
Fortis Inc. Severance Pay Plan-11,512---
Assurant Retiree Health and Welfare Benefit Plan-189---
Fortis Inc. Health Care Flexible Spending Account Plan-9,475---
2002711,544$666,626,110$162,294,277$14,059iApproximate average salary by contribution assumption: employee only about $351,469 at 4% or $234,313 at 6%; with 50% employer match about $234,313 at 4% or $156,208 at 6%; with 100% employer match about $175,734 at 4% or $117,156 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-3,330$386,690,334$42,611,238$12,796iApproximate average salary by contribution assumption: employee only about $319,904 at 4% or $213,269 at 6%; with 50% employer match about $213,269 at 4% or $142,180 at 6%; with 100% employer match about $159,952 at 4% or $106,635 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-8,206$191,162,765$35,010,972$4,267iApproximate average salary by contribution assumption: employee only about $106,663 at 4% or $71,108 at 6%; with 50% employer match about $71,108 at 4% or $47,406 at 6%; with 100% employer match about $53,331 at 4% or $35,554 at 6%.
Assurant 401(K) Plan A-3,493$79,017,685$12,523,765$3,585iApproximate average salary by contribution assumption: employee only about $89,635 at 4% or $59,756 at 6%; with 50% employer match about $59,756 at 4% or $39,838 at 6%; with 100% employer match about $44,817 at 4% or $29,878 at 6%.
Fortis Inc. Master Trust-11,544$9,755,326$72,148,302$6,250iApproximate average salary by contribution assumption: employee only about $156,246 at 4% or $104,164 at 6%; with 50% employer match about $104,164 at 4% or $69,443 at 6%; with 100% employer match about $78,123 at 4% or $52,082 at 6%.
Fortis Inc. Severance Pay Plan-899---
Fortis Inc. Health Care Flexible Spending Account Plan-1,644---
Assurant Retiree Health and Welfare Benefit Plan-164---
2001610,166$695,647,815$68,060,175$6,695iApproximate average salary by contribution assumption: employee only about $167,372 at 4% or $111,581 at 6%; with 50% employer match about $111,581 at 4% or $74,388 at 6%; with 100% employer match about $83,686 at 4% or $55,791 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-3,373$411,751,541$25,929,557$7,687iApproximate average salary by contribution assumption: employee only about $192,185 at 4% or $128,123 at 6%; with 50% employer match about $128,123 at 4% or $85,415 at 6%; with 100% employer match about $96,092 at 4% or $64,062 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-7,396$177,898,780$22,162,849$2,997iApproximate average salary by contribution assumption: employee only about $74,915 at 4% or $49,943 at 6%; with 50% employer match about $49,943 at 4% or $33,296 at 6%; with 100% employer match about $37,457 at 4% or $24,972 at 6%.
FORTIS 401K PLAN A-4,092$105,997,494$19,967,769$4,880iApproximate average salary by contribution assumption: employee only about $121,993 at 4% or $81,328 at 6%; with 50% employer match about $81,328 at 4% or $54,219 at 6%; with 100% employer match about $60,996 at 4% or $40,664 at 6%.
Fortis Inc. Health Care Flexible Spending Account Plan-1,440---
Fortis Inc. Severance Pay Plan-169---
Fortis Inc. Master Trust-10,166---
20001010,263$0$0-
Fortis Inc. Severance Pay Plan-449---
Fortis Inc. Employee Assistance Plan-10,263---
Fortis Inc. Master Trust-8,860---
Fortis Inc. Employees Group Life Plan-10,263---
Fortis Inc. Employees Group Long Term Disability Plan-10,263---
Fortis Inc. Employees Uniform Retirement Plan-7,877---
Fortis Inc. Group Dental Plan-8,497---
Fortis Inc. Master Trust-0---
Fortis Inc. Health Care Flexible Spending Account Plan-1,194---
Fortis Inc. Employees Uniform Profit Sharing Plan-7,948---
1999107,823$640,762,907$74,582,924$9,534iApproximate average salary by contribution assumption: employee only about $238,345 at 4% or $158,897 at 6%; with 50% employer match about $158,897 at 4% or $105,931 at 6%; with 100% employer match about $119,173 at 4% or $79,448 at 6%.
Fortis Inc. Employees Uniform Profit Sharing Plan-6,744$435,541,462$36,290,520$5,381iApproximate average salary by contribution assumption: employee only about $134,529 at 4% or $89,686 at 6%; with 50% employer match about $89,686 at 4% or $59,791 at 6%; with 100% employer match about $67,264 at 4% or $44,843 at 6%.
Fortis Inc. Employees Uniform Retirement Plan-7,757$182,219,715$1,400,000$180iApproximate average salary by contribution assumption: employee only about $4,512 at 4% or $3,008 at 6%; with 50% employer match about $3,008 at 4% or $2,005 at 6%; with 100% employer match about $2,256 at 4% or $1,504 at 6%.
Fortis Inc. Master Trust-0$10,428,810$16,711,948-
Fortis Inc. Master Trust-0$10,428,810$16,711,948-
Fortis Inc. Group Dental Plan-6,336$2,144,110$3,468,508$547iApproximate average salary by contribution assumption: employee only about $13,686 at 4% or $9,124 at 6%; with 50% employer match about $9,124 at 4% or $6,083 at 6%; with 100% employer match about $6,843 at 4% or $4,562 at 6%.
Fortis Inc. Health Care Flexible Spending Account Plan-1,530---
Fortis Inc. Employees Group Long Term Disability Plan-7,823---
Fortis Inc. Employees Group Life Plan-7,823---
Fortis Inc. Severance Pay Plan-752---
Fortis Inc. Employee Assistance Plan-7,823---
Schedule Details

Schedule A

Row 1
Filing Id
91037347316537
Form Id
84827412
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030005
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
91037347316537
Form Id
84827419
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030012
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 3
Filing Id
91037347316537
Form Id
84827414
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030007
Ins Broker 01 Name
MERCER HEALTH AND BENEFITS
Ins Broker 01 Street Addr
4565 PAYSPHERE CIRCLE
Ins Broker 01 City
CHICAGO
Ins Broker 01 State
IL
Ins Broker 01 ZIP Code
606740000
Ins Broker Comm Pd 01 Amount
$8,055
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 4
Filing Id
91037347316537
Form Id
84827417
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030010
Ins Broker 01 Name
MERCER DUMAN RESOURCE CONSULTING
Ins Broker 01 Street Addr
PO BOX 730071
Ins Broker 01 City
DAT.LJKS
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
753730071
Ins Broker Comm Pd 01 Amount
$15,838
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 5
Filing Id
91037347316537
Form Id
84827415
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030008
Ins Broker 01 Name
MERCER HEALTH AND BENEFITS, LLC
Ins Broker 01 Street Addr
1166 AVENUE OF AMERICAS
Ins Broker 01 City
NEW YORK,
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
100360000
Ins Broker Comm Pd 01 Amount
$79,618
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 6
Filing Id
91037347316537
Form Id
84827409
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030002
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 7
Filing Id
91037347316537
Form Id
84827413
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030006
Ins Broker 01 Name
BLUE CROSS OF IDAHO HEALTH SRV INC
Ins Broker 01 Street Addr
3000 E. PINE AVENUE
Ins Broker 01 City
MERIDAN
Ins Broker 01 State
ID
Ins Broker 01 ZIP Code
83640
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$9,734
Ins Broker Fees Pd 01 Text
ADMINISTRATION FEE
Ins Broker 01 Code
3
Row 8
Filing Id
91037347316537
Form Id
84827411
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030004
Ins Broker 01 Name
MERCER HEALTH & BENEFITS, LLC
Ins Broker 01 Street Addr
4565 PAYSPHERE CIRCLE
Ins Broker 01 City
CHICAGO,
Ins Broker 01 State
IL
Ins Broker 01 ZIP Code
606740000
Ins Broker Comm Pd 01 Amount
$28,137
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 9
Filing Id
91037347316537
Form Id
84827416
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030009
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 10
Filing Id
91037347316537
Form Id
84827418
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030011
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 11
Filing Id
91037347316537
Form Id
84827410
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377347316030003
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 12
Ins Carrier Name: UNION SECURITY INSURANCE COMPANY
Filing Id
91037347316537
Form Id
84827409
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
UNION SECURITY INSURANCE COMPANY
Ins Carrier EIN
81-0170040
Ins Carrier Naic Code
70408
Ins Contract Num
61890
Ins Prsn Covered End of year Count
12,965
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
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
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
$4,281,587
Wlfr Acquis Cost Amount
$0
Row 13
Ins Carrier Name: AETNA INC.
Filing Id
91037347316537
Form Id
84827410
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
AETNA INC.
Ins Carrier EIN
23-2229683
Ins Carrier Naic Code
00000
Ins Contract Num
US00508N
Ins Prsn Covered End of year Count
271
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
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
AJ
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
$517,579
Wlfr Acquis Cost Amount
$0
Row 14
Ins Carrier Name: ANTHEM BCBS
Filing Id
91037347316537
Form Id
84827411
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
ANTHEM BCBS
Ins Carrier EIN
37-1705652
Ins Carrier Naic Code
52618
Ins Contract Num
3371
Ins Prsn Covered End of year Count
704
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$28,137
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
AJ
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
$2,371,084
Wlfr Acquis Cost Amount
$0
Row 15
Ins Carrier Name: HEALTHPARTNERS
Filing Id
91037347316537
Form Id
84827416
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
HEALTHPARTNERS
Ins Carrier EIN
41-1693838
Ins Carrier Naic Code
95766
Ins Contract Num
3482
Ins Prsn Covered End of year Count
1,892
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
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
AJ
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
$6,622,336
Wlfr Acquis Cost Amount
$0
Row 16
Ins Carrier Name: KAISER FOUNDATION HEALTH PLANS INC
Filing Id
91037347316537
Form Id
84827417
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
KAISER FOUNDATION HEALTH PLANS INC
Ins Carrier EIN
94-1340523
Ins Carrier Naic Code
00000
Ins Contract Num
117783
Ins Prsn Covered End of year Count
533
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$15,838
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
AJ
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
$874,036
Wlfr Acquis Cost Amount
$0
Row 17
Ins Carrier Name: JOHN HANCOCK FINANCIAL SERVICES
Filing Id
91037347316537
Form Id
84827418
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
JOHN HANCOCK FINANCIAL SERVICES
Ins Carrier EIN
04-1414660
Ins Carrier Naic Code
65099
Ins Contract Num
28834
Ins Prsn Covered End of year Count
496
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
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 Oth Text
LONG TERM CARE COVERAGE
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
$264,818
Wlfr Acquis Cost Amount
$0
Row 18
Ins Carrier Name: AVMED HFALTH PLAN
Filing Id
91037347316537
Form Id
84827412
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
AVMED HFALTH PLAN
Ins Carrier EIN
29-2742907
Ins Carrier Naic Code
95263
Ins Contract Num
7043
Ins Prsn Covered End of year Count
2,952
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
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
AJ
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
$0
Wlfr Acquis Cost Amount
$0
Row 19
Ins Carrier Name: BLUE CROSS IDAHO HFALTH SERVICE, INC.
Filing Id
91037347316537
Form Id
84827413
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
BLUE CROSS IDAHO HFALTH SERVICE, INC.
Ins Carrier EIN
82-0344294
Ins Carrier Naic Code
60095
Ins Contract Num
10016381
Ins Prsn Covered End of year Count
153
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$97,343
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
AJ
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
$652,439
Wlfr Acquis Cost Amount
$0
Row 20
Ins Carrier Name: LIFE INSURANCE COMPANY OF NORTH AMERICA
Filing Id
91037347316537
Form Id
84827414
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
LIFE INSURANCE COMPANY OF NORTH AMERICA
Ins Carrier EIN
23-1503749
Ins Carrier Naic Code
65498
Ins Contract Num
ABL656485
Ins Prsn Covered End of year Count
12,868
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$8,055
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
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
$53,700
Wlfr Acquis Cost Amount
$0
Row 21
Ins Carrier Name: COVENTRY HEALTH CARE, INC.
Filing Id
91037347316537
Form Id
84827415
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
COVENTRY HEALTH CARE, INC.
Ins Carrier EIN
48-0840330
Ins Carrier Naic Code
95489
Ins Contract Num
5005810000
Ins Prsn Covered End of year Count
2,058
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$79,618
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
AJ
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
$5,307,875
Wlfr Acquis Cost Amount
$0
Row 22
Ins Carrier Name: UNITED HEALTHCARE INSURANCE COMPANY
Filing Id
91037347316537
Form Id
84827419
Schedule A EIN
39-1126612
Schedule A Plan Num
511
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
UNITED HEALTHCARE INSURANCE COMPANY
Ins Carrier EIN
36-2739571
Ins Carrier Naic Code
79413
Ins Contract Num
706998
Ins Prsn Covered End of year Count
2,571
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$0
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
ADJ
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
$10,522,734
Wlfr Acquis Cost Amount
$0