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THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 401k Plan overview

Plan NameTHE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN
Plan identification number 505

THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Severance pay
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

THE PHOENIX COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE PHOENIX COMPANIES, INC.
Employer identification number (EIN):060493340
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052016-01-01
5052015-01-01SUZETTE LOURO
5052014-01-01SUZETTE LOURO
5052013-01-01SUZETTE LOURO
5052012-01-01SUZETTE LOURO
5052011-01-01SUZETTE LOURO
5052010-01-01SUZETTE LOURO
5052009-01-01SUZETTE LOURO
5052009-01-01

Plan Statistics for THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN

401k plan membership statisitcs for THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN

Measure Date Value
2016: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,575
Total number of active participants reported on line 7a of the Form 55002016-01-01626
Number of retired or separated participants receiving benefits2016-01-01969
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,595
2015: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,706
Total number of active participants reported on line 7a of the Form 55002015-01-01635
Number of retired or separated participants receiving benefits2015-01-011,027
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,662
2014: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,676
Total number of active participants reported on line 7a of the Form 55002014-01-01648
Number of retired or separated participants receiving benefits2014-01-01975
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,623
2013: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,634
Total number of active participants reported on line 7a of the Form 55002013-01-01631
Number of retired or separated participants receiving benefits2013-01-011,039
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,670
2012: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,835
Total number of active participants reported on line 7a of the Form 55002012-01-01638
Number of retired or separated participants receiving benefits2012-01-011,159
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,797
2011: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,466
Total number of active participants reported on line 7a of the Form 55002011-01-01637
Number of retired or separated participants receiving benefits2011-01-012,612
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-013,272
2010: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,386
Total number of active participants reported on line 7a of the Form 55002010-01-01660
Number of retired or separated participants receiving benefits2010-01-012,572
Number of other retired or separated participants entitled to future benefits2010-01-01234
Total of all active and inactive participants2010-01-013,466
2009: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,284
Total number of active participants reported on line 7a of the Form 55002009-01-01757
Number of retired or separated participants receiving benefits2009-01-012,327
Number of other retired or separated participants entitled to future benefits2009-01-01370
Total of all active and inactive participants2009-01-013,454

Form 5500 Responses for THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN

2016: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE PHOENIX COMPANIES, INC. WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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