401k Plan data: TRADITION GROUP LIFE AND AD7D PLAN plan

TRADITION GROUP LIFE AND AD7D PLAN 401k Plan overview

Plan Name	TRADITION GROUP LIFE AND AD7D PLAN
Plan identification number	592

TRADITION GROUP LIFE AND AD7D PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TRADITION NORTH AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRADITION NORTH AMERICA, INC.

Employer identification number (EIN): 132982989

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRADITION GROUP LIFE AND AD7D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
592 2014-04-01 JUDITH RICCIANDI
592 2013-04-01 LYUDMILA FAYMAN
592 2012-04-01 LYUDMILA FAYMAN
592 2011-04-01 LYUDMILA FAYMAN LYUDMILA FAYMAN 2013-05-07
592 2009-10-01 LYUDMILA FAYMAN
592 2009-10-01 LYUDMILA FAYMAN
592 2008-10-01 LYUDMILA FAYMAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
592	2014-04-01	JUDITH RICCIANDI
592	2013-04-01	LYUDMILA FAYMAN
592	2012-04-01	LYUDMILA FAYMAN
592	2011-04-01	LYUDMILA FAYMAN	LYUDMILA FAYMAN	2013-05-07
592	2009-10-01	LYUDMILA FAYMAN
592	2009-10-01	LYUDMILA FAYMAN
592	2008-10-01	LYUDMILA FAYMAN

Plan Statistics for TRADITION GROUP LIFE AND AD7D PLAN

401k plan membership statisitcs for TRADITION GROUP LIFE AND AD7D PLAN

Measure Date Value
2014: TRADITION GROUP LIFE AND AD7D PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 507
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 491
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 0
Total of all active and inactive participants 2014-04-01 491
2013: TRADITION GROUP LIFE AND AD7D PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 707
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 520
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 0
Total of all active and inactive participants 2013-04-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 520
Number of participants with account balances 2013-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
Number of employers contributing to the scheme 2013-04-01 0
2012: TRADITION GROUP LIFE AND AD7D PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 755
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 707
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 0
Total of all active and inactive participants 2012-04-01 707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 707
Number of participants with account balances 2012-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
Number of employers contributing to the scheme 2012-04-01 0
2011: TRADITION GROUP LIFE AND AD7D PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 705
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 755
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 0
Total of all active and inactive participants 2011-04-01 755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 755
Number of participants with account balances 2011-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2009: TRADITION GROUP LIFE AND AD7D PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 702
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 0
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 0
Number of participants with account balances 2009-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0
2008: TRADITION GROUP LIFE AND AD7D PLAN 2008 401k membership
Total participants, beginning-of-year 2008-10-01 679
Total number of active participants reported on line 7a of the Form 5500 2008-10-01 702
Number of retired or separated participants receiving benefits 2008-10-01 0
Number of other retired or separated participants entitled to future benefits 2008-10-01 0
Total of all active and inactive participants 2008-10-01 702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-10-01 0
Total participants 2008-10-01 702
Number of participants with account balances 2008-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-10-01 0

Measure	Date	Value
2014: TRADITION GROUP LIFE AND AD7D PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	507
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	491
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	0
Total of all active and inactive participants	2014-04-01	491
2013: TRADITION GROUP LIFE AND AD7D PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	707
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	520
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	0
Total of all active and inactive participants	2013-04-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	520
Number of participants with account balances	2013-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
Number of employers contributing to the scheme	2013-04-01	0
2012: TRADITION GROUP LIFE AND AD7D PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	755
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	707
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	0
Total of all active and inactive participants	2012-04-01	707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	707
Number of participants with account balances	2012-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
Number of employers contributing to the scheme	2012-04-01	0
2011: TRADITION GROUP LIFE AND AD7D PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	705
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	755
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	0
Total of all active and inactive participants	2011-04-01	755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	755
Number of participants with account balances	2011-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2009: TRADITION GROUP LIFE AND AD7D PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	702
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	0
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	0
Number of participants with account balances	2009-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0
2008: TRADITION GROUP LIFE AND AD7D PLAN 2008 401k membership
Total participants, beginning-of-year	2008-10-01	679
Total number of active participants reported on line 7a of the Form 5500	2008-10-01	702
Number of retired or separated participants receiving benefits	2008-10-01	0
Number of other retired or separated participants entitled to future benefits	2008-10-01	0
Total of all active and inactive participants	2008-10-01	702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-10-01	0
Total participants	2008-10-01	702
Number of participants with account balances	2008-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-10-01	0

Form 5500 Responses for TRADITION GROUP LIFE AND AD7D PLAN

2014: TRADITION GROUP LIFE AND AD7D PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2013: TRADITION GROUP LIFE AND AD7D PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2012: TRADITION GROUP LIFE AND AD7D PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2011: TRADITION GROUP LIFE AND AD7D PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2009: TRADITION GROUP LIFE AND AD7D PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	Yes
2009-10-01	This submission is the final filing	Yes
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2008: TRADITION GROUP LIFE AND AD7D PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No
2008-10-01	Plan funding arrangement – Insurance	Yes
2008-10-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number	FLY960223
Policy instance	1
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number	960223&960237
Policy instance	1
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number	960223@960237
Policy instance	1
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number	960223 & 960237
Policy instance	1
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract number	960223 & 960237
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	818699
Policy instance	1

Potentially related plans

TRADITION GROUP HEALTH PLAN [EIN = 463751863]

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Company Name:	TRADITION NORTH AMERICA, INC.
Employer identification number (EIN):	132982989
NAIC Classification:	523120
NAIC Description:	Securities Brokerage