CTR057909_COI_8.01.2025.pdf
PDF 3 MB Posted
- Attached to
- Master Agreement AZ|CTR057909
- Contract number
- CTR057909
- Issued by
- Arizona
About this file
Document Summary
This is a Certificate of Liability Insurance and associated policy documents for Contract #CTR057909, an Assisted Living Facility contract between 3rd and Indian School Assisted Living Facility, LLC (Solterra 3rd Indian School Operations, LLC) located in Phoenix, Arizona, and the State of Arizona Department of Economic Security. The insurance documentation includes multiple coverage types provided by three primary insurers: Ironshore Specialty Insurance Company (NAIC #25445), Selective Insurance Company of SC (NAIC #19259), and United Wisconsin Insurance Company (NAIC #29157). The certificate holder is the State of Arizona Department of Economic Security, with coverage effective from August 1, 2024, through August 1, 2025, for general liability, automobile liability, professional liability, workers' compensation, and umbrella liability.
The coverage includes Commercial General Liability with limits of $1,000,000 per occurrence and $3,000,000 general aggregate; Automobile Liability with $1,000,000 combined single limit; Umbrella Liability with $5,000,000 per occurrence; Professional Liability with $1,000,000 per claim and $3,000,000 aggregate; and Workers' Compensation with statutory limits. The State of Arizona and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees are named as additional insureds. The policies include waivers of subrogation for General Liability, Automobile Liability, and Workers' Compensation coverage. Both General and Professional Liability are written on a claims-made basis with retroactive dates preceding the contract effective date and continuous coverage or extended discovery periods of two years required upon contract completion. Sexual Abuse and Molestation coverage is not excluded.
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Text version
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOSAUTOS ONLY
NON-OWNED
SCHEDULEDOWNED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-
STATUTE
PER
LIMITS(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
DAMAGE TO RENTED
$PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY
PRO-
JECT LOC
CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
AUTOS ONLY
3/21/2025
Arthur J. Gallagher Risk Management Services, LLC 101 S Main St Ste 200 Decatur IL 62523
Christina Larson 217-233-3315 217-428-0865 christina_larson@ajg.com
License#: 0D69293 Ironshore Specialty Insurance Co 25445 SILVBIR-03 Selective Insurance Company of SC 19259
3rd and Indian School Assisted Living Facility, LLC Solterra 3rd Indian School Operations, LLC 4000 N 3rd Ave.
Phoenix AZ 85013
United Wisconsin Insurance Company 29157
1382942612
A X 1,000,000 X 100,000
100,000
1,000,000
3,000,000 X
Y Y HC7CACKG5B003 8/1/2024 8/1/2025
1,000,000
B 1,000,000
X
X X
Y Y S 2546678 8/1/2024 8/1/2025
A X 5,000,000 X
HC7CACKG5K003 8/1/2024 8/1/2025
C XY 100084926 11/1/2024 11/1/2025
1,000,000
1,000,000
1,000,000 A Professional Liability Y HC7CACKG5B003 8/1/2024 8/1/2025 Per Claim
Aggregate 1,000,000 3,000,000
RE: Contract #: CTR057909 | Description: Assisted Living Facility
The State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees as additional insureds with respect to liability arising out of the activities performed by or on behalf of the Contractor are listed as Additional Insured with respects to General Liability, Automobile Liability and Professional Liability. A waiver of subrogation applies to the General Liability, Automobile Liability and Workers Compensation. Sexual Abuse and Molestation coverage is not excluded.
Both General Liability and Professional Liability are written on a claims-made basis. Contractor warrants that any retroactive date under both the General See Attached...
The State of Arizona Department of Economic Security c/o myCOI P.O. Box 501970 8710 Bash Street Indianapolis, IN 46256
ACORD 101 (2008/01)
The ACORD name and logo are registered marks of ACORD
© 2008 ACORD CORPORATION. All rights reserved.
THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM,
FORM NUMBER: FORM TITLE:
ADDITIONAL REMARKS
ADDITIONAL REMARKS SCHEDULE Page of
AGENCY CUSTOMER ID:
LOC #:
AGENCY
CARRIER NAIC CODE
POLICY NUMBER
NAMED INSURED
EFFECTIVE DATE:
SILVBIR-03
1 1
Arthur J. Gallagher Risk Management Services, LLC 3rd and Indian School Assisted Living Facility, LLC Solterra 3rd Indian School Operations, LLC 4000 N 3rd Ave.
Phoenix AZ 85013
25 CERTIFICATE OF LIABILITY INSURANCE
Liability and Professional Liability policy shall precede the effective date of this Contract; and that either continuous coverage will be maintained or an extended discovery period will be exercised for a period of two (2) years beginning at the time work under this Contract is completed.
LTC.P.019 (5.08 ed.) Page: 1 of 1
IRONSHORE SPECIALTY INSURANCE COMPANY
175 Berkeley Street Boston, MA 02116
Toll Free: (877) IRON411
Endorsement # 29
Policy Number: HC7CACKG5B003 Effective Date of Endorsement: February 01, 2025 Insured Name: Silver Birch Living, LLC
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED ENDORSEMENT
In consideration of the premium charged:
1. The term “Insured,” as defined in the Policy, shall be deemed to include each person or entity listed below (each an “Additional Insured”), but only with respect to liability of any such Additional Insured that is based on or arises out of a Claim for which coverage would otherwise be afforded to the original Insured under this Policy.
Additional Insured(s):
The State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees
2. It is understood and agreed that each Additional Insured listed above is being afforded coverage under this Policy for any liability incurred solely as a result of the acts, errors or omissions of the original Insured. No coverage will be available under this Policy for any Claim based on or arising out of any actual or alleged independent or direct liability of any Additional Insured.
3. The Insurer will provide the Additional Insured(s) identified above with at least ten (10) days’ written notice of cancellation or non-renewal of this Policy if such cancellation or non-renewal is for non-payment of premium, or sixty (60) days’ written notice of cancellation or non-renewal if such cancellation or non-renewal is for any other reason.
ALL OTHER TERMS, CONDITIONS AND EXCLUSIONS OF THIS POLICY REMAIN UNCHANGED.
LTC.P.068 (03/09 Ed.) Page 1 of 1
175 Berkeley Street Boston, MA 02116
Toll Free: (877) IRON411
Endorsement # 30
Policy Number: HC7CACKG5B003 Effective Date of Endorsement: February 01, 2025 Insured Name: Silver Birch Living, LLC
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
WAIVER OF SUBROGATION RIGHTS FOR GENERAL LIABILITY PAYMENTS
In consideration of the premium charged, the Ins agrees to waive its right to be subrogated to the extent of any payment s under INSURING AGREEMENT (B) of this Policy to rights of recovery of the Insured against the following third party(ies):
Third Party(ies):
State of Arizona, and its departments, agencies, boards, commissions, universities, officers, officials, agents, and employees
GENERAL CONDITION (K) will be deemed amended to effect the purpose and intent of this endorsement.
ALL OTHER TERMS, CONDITIONS AND EXCLUSIONS OF THIS POLICY REMAIN UNCHANGED.
LTC.P.012 (03/09 Ed.) Page 1 of 1
175 Berkeley Street Boston, MA 02116
Toll Free: (877) IRON411
Endorsement # 32
Policy Number: HC7CACKG5B003 Effective Date of Endorsement: March 01, 2025 Insured Name: Silver Birch Living, LLC
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
AMEND DEFINITION OF “NAMED INSURED” TO INCLUDE ADDITIONAL
ENTITIES
In consideration of the premium charged, the term “Named Insured,” as defined in Section II DEFINITIONS of the Policy, is amended to include each of the following entities, but solely with respect to Wrongful Acts committed or allegedly committed, or Occurrences happening, on or after the Retroactive Date:
Additional Named Insured(s)
Silver Birch Midtown Manager, LLC Silver Birch Midtown GP, LLC 3rd and Indian School Assisted Living Facility, LLC
All other terms, conditions and limitations of this Policy shall remain unchanged.
| CTR057909 - COI and CGL Endorsements (1).pdf |
| CTR057909 - AO WOS (1).pdf |
| CTR057909 - Policy Documentation (1).pdf |
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