Civic Intelligence
Filing

Offshore Express Employee Benefit Plan

Offshore Express Inc. • EIN 72-0815708 • Plan year 2006

Filing Insights

Participants

Up

412 → 464

52 • 12.62%

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
20162110$4,722,252$177,315$1,612iApproximate average salary by contribution assumption: employee only about $40,299 at 4% or $26,866 at 6%; with 50% employer match about $26,866 at 4% or $17,911 at 6%; with 100% employer match about $20,149 at 4% or $13,433 at 6%.
Offshore Group 401K Savings Plan-16$4,722,252$177,315$11,082iApproximate average salary by contribution assumption: employee only about $277,055 at 4% or $184,703 at 6%; with 50% employer match about $184,703 at 4% or $123,135 at 6%; with 100% employer match about $138,527 at 4% or $92,352 at 6%.
Offshore Express Employee Benefit Plan-110---
20152138$8,219,146$935,440$6,779iApproximate average salary by contribution assumption: employee only about $169,464 at 4% or $112,976 at 6%; with 50% employer match about $112,976 at 4% or $75,317 at 6%; with 100% employer match about $84,732 at 4% or $56,488 at 6%.
Offshore Group 401K Savings Plan-69$8,219,146$935,440$13,557iApproximate average salary by contribution assumption: employee only about $338,928 at 4% or $225,952 at 6%; with 50% employer match about $225,952 at 4% or $150,634 at 6%; with 100% employer match about $169,464 at 4% or $112,976 at 6%.
Offshore Express Employee Benefit Plan-138---
20142151$7,868,307$842,774$5,581iApproximate average salary by contribution assumption: employee only about $139,532 at 4% or $93,021 at 6%; with 50% employer match about $93,021 at 4% or $62,014 at 6%; with 100% employer match about $69,766 at 4% or $46,511 at 6%.
Offshore Group 401K Savings Plan-102$7,868,307$842,774$8,262iApproximate average salary by contribution assumption: employee only about $206,562 at 4% or $137,708 at 6%; with 50% employer match about $137,708 at 4% or $91,805 at 6%; with 100% employer match about $103,281 at 4% or $68,854 at 6%.
Offshore Express Employee Benefit Plan-151---
20132131$7,487,957$876,247$6,689iApproximate average salary by contribution assumption: employee only about $167,223 at 4% or $111,482 at 6%; with 50% employer match about $111,482 at 4% or $74,321 at 6%; with 100% employer match about $83,611 at 4% or $55,741 at 6%.
Offshore Group 401K Savings Plan-89$7,487,957$876,247$9,845iApproximate average salary by contribution assumption: employee only about $246,137 at 4% or $164,091 at 6%; with 50% employer match about $164,091 at 4% or $109,394 at 6%; with 100% employer match about $123,068 at 4% or $82,046 at 6%.
Offshore Express Employee Benefit Plan-131---
20122152$7,032,862$1,039,740$6,840iApproximate average salary by contribution assumption: employee only about $171,010 at 4% or $114,007 at 6%; with 50% employer match about $114,007 at 4% or $76,004 at 6%; with 100% employer match about $85,505 at 4% or $57,003 at 6%.
Offshore Group 401K Savings Plan-152$7,032,862$1,039,740$6,840iApproximate average salary by contribution assumption: employee only about $171,010 at 4% or $114,007 at 6%; with 50% employer match about $114,007 at 4% or $76,004 at 6%; with 100% employer match about $85,505 at 4% or $57,003 at 6%.
Offshore Express Employee Benefit Plan-149---
20112181$6,174,134$1,035,759$5,722iApproximate average salary by contribution assumption: employee only about $143,061 at 4% or $95,374 at 6%; with 50% employer match about $95,374 at 4% or $63,583 at 6%; with 100% employer match about $71,530 at 4% or $47,687 at 6%.
Offshore Group 401K Savings Plan-176$6,174,134$1,035,759$5,885iApproximate average salary by contribution assumption: employee only about $147,125 at 4% or $98,083 at 6%; with 50% employer match about $98,083 at 4% or $65,389 at 6%; with 100% employer match about $73,562 at 4% or $49,042 at 6%.
Offshore Express Employee Benefit Plan-181---
20102148$6,271,638$1,105,083$7,467iApproximate average salary by contribution assumption: employee only about $186,669 at 4% or $124,446 at 6%; with 50% employer match about $124,446 at 4% or $82,964 at 6%; with 100% employer match about $93,335 at 4% or $62,223 at 6%.
Offshore Group 401K Savings Plan-148$6,271,638$1,105,083$7,467iApproximate average salary by contribution assumption: employee only about $186,669 at 4% or $124,446 at 6%; with 50% employer match about $124,446 at 4% or $82,964 at 6%; with 100% employer match about $93,335 at 4% or $62,223 at 6%.
Offshore Express Employee Benefit Plan-145---
20092240$7,294,845$1,589,818$6,624iApproximate average salary by contribution assumption: employee only about $165,606 at 4% or $110,404 at 6%; with 50% employer match about $110,404 at 4% or $73,603 at 6%; with 100% employer match about $82,803 at 4% or $55,202 at 6%.
Offshore Group 401K Savings Plan-216$7,294,845$1,589,818$7,360iApproximate average salary by contribution assumption: employee only about $184,007 at 4% or $122,671 at 6%; with 50% employer match about $122,671 at 4% or $81,781 at 6%; with 100% employer match about $92,003 at 4% or $61,336 at 6%.
Offshore Express Employee Benefit Plan-240---
20082294$7,230,632$1,952,280$6,640iApproximate average salary by contribution assumption: employee only about $166,010 at 4% or $110,673 at 6%; with 50% employer match about $110,673 at 4% or $73,782 at 6%; with 100% employer match about $83,005 at 4% or $55,337 at 6%.
Offshore Group 401K Savings Plan-294$7,230,632$1,952,280$6,640iApproximate average salary by contribution assumption: employee only about $166,010 at 4% or $110,673 at 6%; with 50% employer match about $110,673 at 4% or $73,782 at 6%; with 100% employer match about $83,005 at 4% or $55,337 at 6%.
Offshore Express Employee Benefit Plan-284---
20072427$8,870,268$2,748,693$6,437iApproximate average salary by contribution assumption: employee only about $160,931 at 4% or $107,287 at 6%; with 50% employer match about $107,287 at 4% or $71,525 at 6%; with 100% employer match about $80,465 at 4% or $53,644 at 6%.
Offshore Group 401K Savings Plan-427$8,870,268$2,748,693$6,437iApproximate average salary by contribution assumption: employee only about $160,931 at 4% or $107,287 at 6%; with 50% employer match about $107,287 at 4% or $71,525 at 6%; with 100% employer match about $80,465 at 4% or $53,644 at 6%.
Offshore Express Employee Benefit Plan-413---
20062483$7,279,198$2,226,980$4,611iApproximate average salary by contribution assumption: employee only about $115,268 at 4% or $76,845 at 6%; with 50% employer match about $76,845 at 4% or $51,230 at 6%; with 100% employer match about $57,634 at 4% or $38,423 at 6%.
Offshore Group 401K Savings Plan-483$7,279,198$2,226,980$4,611iApproximate average salary by contribution assumption: employee only about $115,268 at 4% or $76,845 at 6%; with 50% employer match about $76,845 at 4% or $51,230 at 6%; with 100% employer match about $57,634 at 4% or $38,423 at 6%.
Offshore Express Employee Benefit PlanCurrent464---
20052399$5,205,734$1,968,006$4,932iApproximate average salary by contribution assumption: employee only about $123,309 at 4% or $82,206 at 6%; with 50% employer match about $82,206 at 4% or $54,804 at 6%; with 100% employer match about $61,654 at 4% or $41,103 at 6%.
Offshore Group 401K Savings Plan-156$5,205,734$1,968,006$12,615iApproximate average salary by contribution assumption: employee only about $315,386 at 4% or $210,257 at 6%; with 50% employer match about $210,257 at 4% or $140,171 at 6%; with 100% employer match about $157,693 at 4% or $105,129 at 6%.
Offshore Express Employee Benefit Plan-399---
20042358$3,739,016$1,089,983$3,045iApproximate average salary by contribution assumption: employee only about $76,116 at 4% or $50,744 at 6%; with 50% employer match about $50,744 at 4% or $33,829 at 6%; with 100% employer match about $38,058 at 4% or $25,372 at 6%.
Offshore Group 401K Savings Plan-326$3,739,016$1,089,983$3,344iApproximate average salary by contribution assumption: employee only about $83,588 at 4% or $55,725 at 6%; with 50% employer match about $55,725 at 4% or $37,150 at 6%; with 100% employer match about $41,794 at 4% or $27,863 at 6%.
Offshore Express Employee Benefit Plan-358---
20032342$3,280,100$893,715$2,613iApproximate average salary by contribution assumption: employee only about $65,330 at 4% or $43,553 at 6%; with 50% employer match about $43,553 at 4% or $29,036 at 6%; with 100% employer match about $32,665 at 4% or $21,777 at 6%.
Offshore Group 401K Savings Plan-284$3,280,100$893,715$3,147iApproximate average salary by contribution assumption: employee only about $78,672 at 4% or $52,448 at 6%; with 50% employer match about $52,448 at 4% or $34,965 at 6%; with 100% employer match about $39,336 at 4% or $26,224 at 6%.
Offshore Express Employee Benefit Plan-342---
20022297$2,485,280$935,461$3,150iApproximate average salary by contribution assumption: employee only about $78,743 at 4% or $52,495 at 6%; with 50% employer match about $52,495 at 4% or $34,997 at 6%; with 100% employer match about $39,371 at 4% or $26,248 at 6%.
Offshore Group 401K Savings Plan-243$2,485,280$935,461$3,850iApproximate average salary by contribution assumption: employee only about $96,241 at 4% or $64,161 at 6%; with 50% employer match about $64,161 at 4% or $42,774 at 6%; with 100% employer match about $48,120 at 4% or $32,080 at 6%.
Offshore Express Employee Benefit Plan-297---
20012302$2,070,681$709,627$2,350iApproximate average salary by contribution assumption: employee only about $58,744 at 4% or $39,163 at 6%; with 50% employer match about $39,163 at 4% or $26,108 at 6%; with 100% employer match about $29,372 at 4% or $19,581 at 6%.
Offshore Group 401K Savings Plan-302$2,070,681$709,627$2,350iApproximate average salary by contribution assumption: employee only about $58,744 at 4% or $39,163 at 6%; with 50% employer match about $39,163 at 4% or $26,108 at 6%; with 100% employer match about $29,372 at 4% or $19,581 at 6%.
Offshore Express Employee Benefit Plan-241---
20002245$1,504,353$431,059$1,759iApproximate average salary by contribution assumption: employee only about $43,986 at 4% or $29,324 at 6%; with 50% employer match about $29,324 at 4% or $19,549 at 6%; with 100% employer match about $21,993 at 4% or $14,662 at 6%.
Offshore Group 401K Savings Plan-176$1,504,353$431,059$2,449iApproximate average salary by contribution assumption: employee only about $61,230 at 4% or $40,820 at 6%; with 50% employer match about $40,820 at 4% or $27,213 at 6%; with 100% employer match about $30,615 at 4% or $20,410 at 6%.
Offshore Express Employee Benefit Plan-245---
19992153$1,165,065$422,360$2,761iApproximate average salary by contribution assumption: employee only about $69,013 at 4% or $46,009 at 6%; with 50% employer match about $46,009 at 4% or $30,672 at 6%; with 100% employer match about $34,507 at 4% or $23,004 at 6%.
Offshore Group 401K Savings Plan-153$1,165,065$422,360$2,761iApproximate average salary by contribution assumption: employee only about $69,013 at 4% or $46,009 at 6%; with 50% employer match about $46,009 at 4% or $30,672 at 6%; with 100% employer match about $34,507 at 4% or $23,004 at 6%.
Offshore Express Employee Benefit Plan-145---
Schedule Details

Schedule A

Row 1
Filing Id
84037345022537
Form Id
84691487
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377345022030004
Ins Broker 01 Name
ANTHONY J. ALFORD INSURANCE CORP.
Ins Broker 01 Street Addr
701 BARROW ST.
Ins Broker 01 City
HOUMA
Ins Broker 01 State
LA
Ins Broker 01 ZIP Code
70360
Ins Broker Comm Pd 01 Amount
$1,754
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
84037345022537
Form Id
84691486
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377345022030003
Ins Broker 01 Name
ALBERT STAPLES LAPEYRE & ROBICHAUX
Ins Broker 01 Street Addr
P.O. BOX 910
Ins Broker 01 City
HOUMA
Ins Broker 01 State
LA
Ins Broker 01 ZIP Code
70361
Ins Broker Comm Pd 01 Amount
$48,843
Ins Broker Fees Pd 01 Amount
$1,751
Ins Broker Fees Pd 01 Text
INCENTIVE AWARD PROGRAM
Ins Broker 01 Code
3
Row 3
Filing Id
84037345022537
Form Id
84691489
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377345022030006
Ins Broker 01 Name
SGP BENEFITS OF TEXAS, INC.
Ins Broker 01 Street Addr
P O BOX 1111
Ins Broker 01 City
SAN ANGELO
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
769021111
Ins Broker Comm Pd 01 Amount
$6,546
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 4
Filing Id
84037345022537
Form Id
84691488
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377345022030005
Ins Broker 01 Name
ASSOCIATED BENEFIT PLANS INC.
Ins Broker 01 Street Addr
P O BOX 910
Ins Broker 01 City
HOUMA
Ins Broker 01 State
LA
Ins Broker 01 ZIP Code
70361
Ins Broker Comm Pd 01 Amount
$1,406
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 5
Filing Id
84037345022537
Form Id
84691485
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377345022030002
Ins Broker 01 Name
RED RIVER BENEFITS
Ins Broker 01 Street Addr
520 CENTRAL PKWY EAST, STE 202
Ins Broker 01 City
PLANO
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
75074
Ins Broker Comm Pd 01 Amount
$40,537
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 6
Filing Id
84037345022537
Form Id
84691487
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
6030377345022030004
Ins Broker 01 Name
ASSOCIATED BENEFIT PLANS, INC.
Ins Broker 01 Street Addr
P O BOX 910
Ins Broker 01 City
HOUMA
Ins Broker 01 State
LA
Ins Broker 01 ZIP Code
70361
Ins Broker Comm Pd 01 Amount
$1,754
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 7
Filing Id
84037345022537
Form Id
84691485
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
6030377345022030002
Ins Broker 01 Name
USI SOUTHWEST
Ins Broker 01 Street Addr
7600-B CAPITAL OF TEXAS HWY, STE 20
Ins Broker 01 City
AUSTIN
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
78731
Ins Broker Comm Pd 01 Amount
$20,268
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 8
Filing Id
84037345022537
Form Id
84691488
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
6030377345022030005
Ins Broker 01 Name
ANTHONY J. ALFORD INS. CORP.
Ins Broker 01 Street Addr
701 BARROW ST.
Ins Broker 01 City
HOUMA
Ins Broker 01 State
LA
Ins Broker 01 ZIP Code
70360
Ins Broker Comm Pd 01 Amount
$1,406
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 9
Filing Id
84037345022537
Form Id
84691488
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
6030377345022030005
Ins Broker 01 Name
ALFORD STAPLES LAPEYRE & ROBICHAUX
Ins Broker 01 Street Addr
P O BOX 910
Ins Broker 01 City
HOUMA
Ins Broker 01 State
LA
Ins Broker 01 ZIP Code
70361
Ins Broker Comm Pd 01 Amount
$18,308
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 10
Filing Id
84037345022537
Form Id
84691487
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
6030377345022030004
Ins Broker 01 Name
CRESCENT EMPLOYEE BENEFITS
Ins Broker 01 Street Addr
P O BOX 2140
Ins Broker 01 City
MANDEVILLE
Ins Broker 01 State
LA
Ins Broker 01 ZIP Code
70471
Ins Broker Comm Pd 01 Amount
$507
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 11
Filing Id
84037345022537
Form Id
84691488
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
3
Image Form Id
6030377345022030005
Ins Broker 01 Name
CRESCENT EMPLOYEE BENEFITS
Ins Broker 01 Street Addr
P O BOX 2140
Ins Broker 01 City
MANDEVILLE
Ins Broker 01 State
LA
Ins Broker 01 ZIP Code
70471
Ins Broker Comm Pd 01 Amount
$5,280
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 12
Ins Carrier Name: COMPANION LIFE
Filing Id
84037345022537
Form Id
84691488
Schedule A EIN
72-0815708
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
COMPANION LIFE
Ins Carrier EIN
57-0523959
Ins Carrier Naic Code
77828
Ins Contract Num
6112544867 001
Ins Prsn Covered End of year Count
351
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$26,400
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
M
Wlfr Type Bnft Oth Text
DEP LIFE & VOL LIFE
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
$115,182
Wlfr Acquis Cost Amount
$0
Row 13
Ins Carrier Name: GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
Filing Id
84037345022537
Form Id
84691485
Schedule A EIN
72-0815708
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
Ins Carrier EIN
84-0467907
Ins Carrier Naic Code
68322
Ins Contract Num
179989
Ins Prsn Covered End of year Count
464
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$60,805
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
$412,584
Wlfr Acquis Cost Amount
$0
Row 14
Ins Carrier Name: PRUDENTIAL FINANCIAL
Filing Id
84037345022537
Form Id
84691486
Schedule A EIN
72-0815708
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
PRUDENTIAL FINANCIAL
Ins Carrier EIN
22-1211670
Ins Carrier Naic Code
68241
Ins Contract Num
09207
Ins Prsn Covered End of year Count
402
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$48,843
Ins Broker Fees Total Amount
$1,751
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
DEF
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
$162,809
Wlfr Acquis Cost Amount
$0
Row 15
Ins Carrier Name: FORT DEARBORN LIFE INSURANCE COMPANY
Filing Id
84037345022537
Form Id
84691489
Schedule A EIN
72-0815708
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
FORT DEARBORN LIFE INSURANCE COMPANY
Ins Carrier EIN
36-2598882
Ins Carrier Naic Code
71129
Ins Contract Num
GFZ02194
Ins Prsn Covered End of year Count
472
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$6,546
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
$65,464
Wlfr Acquis Cost Amount
$0
Row 16
Ins Carrier Name: COMPANION LIFE
Filing Id
84037345022537
Form Id
84691487
Schedule A EIN
72-0815708
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
COMPANION LIFE
Ins Carrier EIN
57-0523959
Ins Carrier Naic Code
77828
Ins Contract Num
6112544867
Ins Prsn Covered End of year Count
374
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$4,015
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
$21,193
Wlfr Acquis Cost Amount
$0

Schedule C

Schedule C Provider

Provider 1

Provider details

Source fields
Row 1
Filing Id
84037345022537
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377345022030007
Provider 01 Name
HEALTHSCOPE
Provider 01 EIN
72-0519951
Provider 01 Position
CONTRACT ADMINISTRATOR
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$126,327
Provider 01 Srvc Code
12
Row 2
Filing Id
84037345022537
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6030377345022030007

Schedule C Provider

Provider 2

Provider details

Source fields
Row 3
Filing Id
84037345022537
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
6030377345022030007
Provider 01 Name
SGP BENEFITS OF TEXAS, DBA USI SOUT
Provider 01 EIN
75-2680673
Provider 01 Position
BROKER
Provider 01 Relation
NONE
Provider 01 Salary Amount
$0
Provider 01 Fees Amount
$86,515
Provider 01 Srvc Code
19

Schedule C Provider

Provider 3

Provider details

Source fields
Row 4
Filing Id
84037345022537
Schedule C EIN
72-0815708
Schedule C Plan number
501
Schedule C Plan Year Begin Date
2006-01-01
Schedule C Tax Period
20061231
Provider Total Comp Paid Amount
$0