Schedule A
- Row 1
- Filing Id
- 84037256230525
- Form Id
- 61568466
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4030375256230020006
- Ins Broker 01 Name
- SUMMIT GLOBAL PARTNERS
- Ins Broker 01 Street Addr
- PO BOX 811088
- Ins Broker 01 City
- BOCA RATON
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 334811088
- Ins Broker Comm Pd 01 Amount
- $5,491
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- SALES AND SERVICE
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 84037256230525
- Form Id
- 61568467
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4030375256230020007
- Ins Broker 01 Name
- SUMMIT GLOBAL PARTNERS
- Ins Broker 01 Street Addr
- PO BOX 811088
- Ins Broker 01 City
- BOCA RATON
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 334811088
- Ins Broker Comm Pd 01 Amount
- $159
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- SALES AND SERVICE
- Ins Broker 01 Code
- 3
- Row 3
- Filing Id
- 84037256230525
- Form Id
- 61568465
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4030375256230020005
- Ins Broker 01 Name
- SUMMIT GLOBAL PARTNERS
- Ins Broker 01 Street Addr
- PO BOX 811088
- Ins Broker 01 City
- BOCA RATON
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 334811088
- Ins Broker Comm Pd 01 Amount
- $2,694
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- SALES AND SERVICE
- Ins Broker 01 Code
- 3
- Row 4
- Filing Id
- 84037256230525
- Form Id
- 61568463
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4030375256230020003
- Ins Broker 01 Name
- SUMMIT GLOBAL PARTNERS
- Ins Broker 01 Street Addr
- PO BOX 811088
- Ins Broker 01 City
- BOCA RATON
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 334811088
- Ins Broker Comm Pd 01 Amount
- $23,276
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- SALES AND SERVICE
- Ins Broker 01 Code
- 3
- Row 5
- Filing Id
- 84037256230525
- Form Id
- 61568464
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4030375256230020004
- Ins Broker 01 Name
- SUMMIT GLOBAL PARTNERS
- Ins Broker 01 Street Addr
- PO BOX 811088
- Ins Broker 01 City
- BOCA RATON
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 334811088
- Ins Broker Comm Pd 01 Amount
- $2,443
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- SALES AND SERVICE
- Ins Broker 01 Code
- 3
- Row 6
- Filing Id
- 84037256230525
- Form Id
- 61568462
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 4030375256230020002
- Ins Broker 01 Name
- SUMMIT GLOBAL PARTNERS
- Ins Broker 01 Street Addr
- PO BOX 811088
- Ins Broker 01 City
- BOCA RATON
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 334811088
- Ins Broker Comm Pd 01 Amount
- $7,166
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Text
- SALES AND SERVICE
- Ins Broker 01 Code
- 3
- Row 7
- Filing Id
- 84037256230525
- Form Id
- 61568467
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 4030375256230020007
- Ins Broker 01 Name
- STRATEGIC RESOURCE COMPANY
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $1,051
- Ins Broker Fees Pd 01 Text
- ADMINISTRATOR
- Ins Broker 01 Code
- 5
- Row 8
- Filing Id
- 84037256230525
- Form Id
- 61568466
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 4030375256230020006
- Ins Broker 01 Name
- STRATEGIC RESOURCE COMPANY
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $29,153
- Ins Broker Fees Pd 01 Text
- ADMINISTRATION
- Ins Broker 01 Code
- 5
- Row 9
- Ins Carrier Name: HUMANA HEALTH INSURANCE COMPANY
- Filing Id
- 84037256230525
- Form Id
- 61568462
- Schedule A EIN
- 65-0420554
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- HUMANA HEALTH INSURANCE COMPANY
- Ins Carrier EIN
- 61-1041514
- Ins Carrier Naic Code
- 69671
- Ins Contract Num
- M5147
- Ins Prsn Covered End of year Count
- 10
- Ins Policy From Date
- 2003-11-01
- Ins Policy To Date
- 2004-10-31
- Ins Broker Comm Total Amount
- $7,166
- 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
- $119,451
- Wlfr Acquis Cost Amount
- $0
- Row 10
- Ins Carrier Name: CONTINENTAL ASSURANCE COMPANY
- Filing Id
- 84037256230525
- Form Id
- 61568466
- Schedule A EIN
- 65-0420554
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- CONTINENTAL ASSURANCE COMPANY
- Ins Carrier EIN
- 36-0947200
- Ins Carrier Naic Code
- 62413
- Ins Contract Num
- CMA2100082200
- Ins Prsn Covered End of year Count
- 170
- Ins Policy From Date
- 2003-11-01
- Ins Policy To Date
- 2004-10-31
- Ins Broker Comm Total Amount
- $5,491
- Ins Broker Fees Total Amount
- $29,153
- 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
- ABCDL
- 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
- $109,827
- Wlfr Acquis Cost Amount
- $0
- Row 11
- Ins Carrier Name: CONTINENTAL CASUALTY COMPANY
- Filing Id
- 84037256230525
- Form Id
- 61568467
- Schedule A EIN
- 65-0420554
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- CONTINENTAL CASUALTY COMPANY
- Ins Carrier EIN
- 36-2114545
- Ins Carrier Naic Code
- 20443
- Ins Contract Num
- CSA2130048800
- Ins Prsn Covered End of year Count
- 40
- Ins Policy From Date
- 2003-11-01
- Ins Policy To Date
- 2004-10-31
- Ins Broker Comm Total Amount
- $159
- Ins Broker Fees Total Amount
- $1,051
- 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
- E
- 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
- $3,186
- Wlfr Acquis Cost Amount
- $0
- Row 12
- Ins Carrier Name: UNUM LIFE INSURANCE COMPANY
- Filing Id
- 84037256230525
- Form Id
- 61568464
- Schedule A EIN
- 65-0420554
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- UNUM LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 01-0278678
- Ins Carrier Naic Code
- 62235
- Ins Contract Num
- 562827
- Ins Prsn Covered End of year Count
- 133
- Ins Policy From Date
- 2004-01-01
- Ins Policy To Date
- 2004-10-31
- Ins Broker Comm Total Amount
- $2,443
- 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
- DF
- 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
- $18,022
- Wlfr Acquis Cost Amount
- $0
- Row 13
- Ins Carrier Name: HUMANA HEALTH INSURANCE COMPANY
- Filing Id
- 84037256230525
- Form Id
- 61568463
- Schedule A EIN
- 65-0420554
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- HUMANA HEALTH INSURANCE COMPANY
- Ins Carrier EIN
- 61-1103898
- Ins Carrier Naic Code
- 95270
- Ins Contract Num
- M5146
- Ins Prsn Covered End of year Count
- 124
- Ins Policy From Date
- 2003-11-01
- Ins Policy To Date
- 2004-10-31
- Ins Broker Comm Total Amount
- $23,276
- 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
- $388,399
- Wlfr Acquis Cost Amount
- $0
- Row 14
- Ins Carrier Name: COMPBENEFITS
- Filing Id
- 84037256230525
- Form Id
- 61568465
- Schedule A EIN
- 65-0420554
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2004-01-01
- Schedule A Tax Period
- 20041231
- Ins Carrier Name
- COMPBENEFITS
- Ins Carrier EIN
- 59-2531815
- Ins Carrier Naic Code
- 52015
- Ins Contract Num
- 57600
- Ins Prsn Covered End of year Count
- 265
- Ins Policy From Date
- 2003-11-01
- Ins Policy To Date
- 2004-10-31
- Ins Broker Comm Total Amount
- $2,694
- 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
- $32,371
- Wlfr Acquis Cost Amount
- $0