US Department Of Labor Form 5500 Policy Index

Snowflake table name : CYBERSYN.US_DEPARTMENT_OF_LABOR_FORM_5500_POLICY_INDEX

View data sources, attributes, and sample queries here.

NameDescriptionTypeExample

INSURANCE_POLICY_ID

Unique hash identifying each policy by the plan, acknowledgement id, sponsor EIN, insurance carrier EIN, policy start and end dates, and policy types.

VARCHAR

115d650a90faa3bfe7e570cf9d423d4f

ACK_ID

Form acknowledgement ID. Unique identifier for each form 5500 filing. Can be used to join to the filing index table to identify submissions.

VARCHAR

20120301150943P040197644208001

PLAN_NAME

Name of the plan.

VARCHAR

UNIVERSITY HEALTH CARE INC., DBA PASSPORT HEALTH PLAN EMPLOYER H...

POLICY_START_DATE

Date of policy start.

DATE

2016-12-01

POLICY_END_DATE

Date of policy end.

DATE

2017-12-31

PLAN_FIRST_EFFECTIVE_DATE

Date when this plan became effective. This is a different property from the policy_start_date. The plan effective date can be used to reference the duration of the plan's lifespan, while the policy_start_date and policy_end_date refers to the duration of a policy covering a portion of the plan's lifespan.

DATE

2011-07-01

INSURANCE_CARRIER_NAIC_CODE

The carrier's unique NAIC (National Association of Insurance Commissioner's) code. Note - this is separate from a NAICS (North American Industry Classification System) identifier.

VARCHAR

47570

INSURANCE_CARRIER_EIN

EIN (Employer Identification Number) of the insurance carrier.

VARCHAR

910499247

INSURANCE_CARRIER_NAME

Name of the insurance carrier.

VARCHAR

ISLAND HOME INSURANCE COMPANY

EMPLOYEES_COVERED_EOY

Number of employees covered under the plan at the end of the policy year.

NUMBER

101

COMMISSIONS_PAID_TO_BROKER

All sales and/or base commissions in monetary amount that are paid by an insurer, that are charged directly to the contract or policy and that are paid to a licensed agent or broker for the sale or placement of the contract or policy.

FLOAT

21251.0

FEES_PAID_TO_BROKER

Payments (excluding sales and/or base commissions) by an insurer attributable directly or indirectly to a contract or policy to agents, brokers, and other persons for items such as service fees, consulting fees, finders fees, profitability and persistency bonuses, awards, prizes, and non-monetary forms of compensation).

FLOAT

77.0

INSURANCE_TYPES

Array containing the text descriptions of the types of insurance indicated for this policy.

ARRAY

[ "Health Insurance" ]

IS_FIRST_PLAN_FILING

Indicates if this is the first form 5500 filing for the plan.

BOOLEAN

False

IS_FINAL_PLAN_FILING

Indicates if this is expected to be the last filing for the plan.

BOOLEAN

False

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