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INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 401k Plan overview

Plan NameINSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL
Plan identification number 502

INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

COLUMBIA GRAMMAR AND PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:COLUMBIA GRAMMAR AND PREPARATORY SCHOOL
Employer identification number (EIN):130590970
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-11-01SHARONAH VOLKOWITZ2023-08-15 SHARONAH VOLKOWITZ2023-08-15
5022020-11-01SHARONAH VOLKOWITZ2022-10-16 SHARONAH VOLKOWITZ2022-10-16
5022018-11-01SHARONAH VOLKOWITZ2020-07-15 SHARONAH VOLKOWITZ2020-07-15
5022017-11-01SHARONAH VOLKOWITZ2019-08-06
5022016-11-01
5022015-11-01
5022014-11-01
5022013-11-01
5022012-11-01SHARONAH VOLKOWITZ
5022011-11-01SHARONAH VOLKOWITZ
5022010-11-01SHARONAH VOLKOWITZ
5022006-11-01SHARONAH VOLKOWITZ
5022004-11-01SHARONAH VOLKOWITZ
5022002-11-01SHARONAH VOLKOWTIZ

Plan Statistics for INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL

401k plan membership statisitcs for INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL

Measure Date Value
2021: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2021 401k membership
Total participants, beginning-of-year2021-11-01300
Total number of active participants reported on line 7a of the Form 55002021-11-01306
Total of all active and inactive participants2021-11-01306
Total participants2021-11-01306
2020: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2020 401k membership
Total participants, beginning-of-year2020-11-01303
Total number of active participants reported on line 7a of the Form 55002020-11-01300
Total of all active and inactive participants2020-11-01300
Total participants2020-11-01300
2018: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2018 401k membership
Total participants, beginning-of-year2018-11-01303
Total number of active participants reported on line 7a of the Form 55002018-11-01303
Total of all active and inactive participants2018-11-01303
Total participants2018-11-01303
2017: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2017 401k membership
Total participants, beginning-of-year2017-11-01307
Total number of active participants reported on line 7a of the Form 55002017-11-01303
Total of all active and inactive participants2017-11-01303
Total participants2017-11-01303
2016: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2016 401k membership
Total participants, beginning-of-year2016-11-01297
Total number of active participants reported on line 7a of the Form 55002016-11-01307
Total of all active and inactive participants2016-11-01307
2015: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2015 401k membership
Total participants, beginning-of-year2015-11-01297
Total number of active participants reported on line 7a of the Form 55002015-11-01297
Total of all active and inactive participants2015-11-01297
2014: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2014 401k membership
Total participants, beginning-of-year2014-11-01290
Total number of active participants reported on line 7a of the Form 55002014-11-01297
Total of all active and inactive participants2014-11-01297
2013: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2013 401k membership
Total participants, beginning-of-year2013-11-01279
Total number of active participants reported on line 7a of the Form 55002013-11-01290
Total of all active and inactive participants2013-11-01290
2012: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2012 401k membership
Total participants, beginning-of-year2012-11-01269
Total number of active participants reported on line 7a of the Form 55002012-11-01279
Total of all active and inactive participants2012-11-01279
2011: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2011 401k membership
Total participants, beginning-of-year2011-11-01263
Total number of active participants reported on line 7a of the Form 55002011-11-01269
Total of all active and inactive participants2011-11-01269
2010: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2010 401k membership
Total participants, beginning-of-year2010-11-01247
Total number of active participants reported on line 7a of the Form 55002010-11-01263
Total of all active and inactive participants2010-11-01263
2006: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2006 401k membership
Total participants, beginning-of-year2006-11-01205
Total number of active participants reported on line 7a of the Form 55002006-11-01221
Total of all active and inactive participants2006-11-01221
2004: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2004 401k membership
Total participants, beginning-of-year2004-11-01176
Total number of active participants reported on line 7a of the Form 55002004-11-01198
Total of all active and inactive participants2004-11-01198
2002: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2002 401k membership
Total participants, beginning-of-year2002-11-01156
Total number of active participants reported on line 7a of the Form 55002002-11-01177
Total of all active and inactive participants2002-11-01177

Form 5500 Responses for INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL

2021: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Plan funding arrangement – General assets of the sponsorYes
2021-11-01Plan benefit arrangement – InsuranceYes
2020: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – General assets of the sponsorYes
2020-11-01Plan benefit arrangement – InsuranceYes
2018: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – General assets of the sponsorYes
2018-11-01Plan benefit arrangement – InsuranceYes
2017: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – General assets of the sponsorYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – General assets of the sponsorYes
2016-11-01Plan benefit arrangement – InsuranceYes
2015: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – General assets of the sponsorYes
2015-11-01Plan benefit arrangement – InsuranceYes
2014: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – General assets of the sponsorYes
2014-11-01Plan benefit arrangement – InsuranceYes
2013: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – General assets of the sponsorYes
2013-11-01Plan benefit arrangement – InsuranceYes
2012: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – General assets of the sponsorYes
2012-11-01Plan benefit arrangement – InsuranceYes
2011: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – General assets of the sponsorYes
2011-11-01Plan benefit arrangement – InsuranceYes
2010: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – General assets of the sponsorYes
2010-11-01Plan benefit arrangement – InsuranceYes
2006: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2006 form 5500 responses
2006-11-01Type of plan entitySingle employer plan
2006-11-01Submission has been amendedYes
2006-11-01Plan funding arrangement – General assets of the sponsorYes
2004: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2004 form 5500 responses
2004-11-01Type of plan entitySingle employer plan
2004-11-01Submission has been amendedYes
2004-11-01Plan funding arrangement – General assets of the sponsorYes
2002: INSURANCE PLAN OF COLUMBIA GRAMMAR & PREPARATORY SCHOOL 2002 form 5500 responses
2002-11-01Type of plan entitySingle employer plan
2002-11-01Submission has been amendedYes
2002-11-01Plan funding arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872642G
Policy instance 1
Insurance contract or identification number872642G
Number of Individuals Covered271
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $3,873
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,873
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number459935
Policy instance 2
Insurance contract or identification number459935
Number of Individuals Covered306
Insurance policy start date2021-07-01
Insurance policy end date2022-07-01
Total amount of commissions paid to insurance brokerUSD $4,338
Total amount of fees paid to insurance companyUSD $1,128
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $55,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,338
Amount paid for insurance broker fees1128
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number459935
Policy instance 1
Insurance contract or identification number459935
Number of Individuals Covered300
Insurance policy start date2020-07-01
Insurance policy end date2021-07-01
Total amount of commissions paid to insurance brokerUSD $4,352
Total amount of fees paid to insurance companyUSD $858
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $59,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,352
Amount paid for insurance broker fees858
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872642G
Policy instance 2
Insurance contract or identification number872642G
Number of Individuals Covered255
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $4,494
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,494
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number459935
Policy instance 1
Insurance contract or identification number459935
Number of Individuals Covered303
Insurance policy start date2018-07-01
Insurance policy end date2019-07-01
Total amount of commissions paid to insurance brokerUSD $4,273
Total amount of fees paid to insurance companyUSD $731
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $58,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,273
Amount paid for insurance broker fees731
Additional information about fees paid to insurance brokerOVERHEAD EXPENSES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872642G
Policy instance 2
Insurance contract or identification number872642G
Number of Individuals Covered275
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $4,654
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,654
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number459935
Policy instance 1
Insurance contract or identification number459935
Number of Individuals Covered303
Insurance policy start date2017-11-01
Insurance policy end date2018-11-01
Total amount of commissions paid to insurance brokerUSD $4,268
Total amount of fees paid to insurance companyUSD $730
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $63,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number096244
Policy instance 2
Insurance contract or identification number096244
Number of Individuals Covered1
Insurance policy start date2017-11-01
Insurance policy end date2018-11-01
Total amount of commissions paid to insurance brokerUSD $156
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number872642G
Policy instance 3
Insurance contract or identification number872642G
Number of Individuals Covered282
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $4,671
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,938
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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