401k Plan data: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO plan

SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 401k Plan overview

Plan Name	SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO
Plan identification number	003

SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE AMALGAMATED LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE AMALGAMATED LIFE INSURANCE COMPANY

Employer identification number (EIN): 135501223

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 LESLIE BOSTIC LESLIE BOSTIC 2015-09-14
003 2013-01-01 LESLIE BOSTIC LESLIE BOSTIC 2014-10-10
003 2012-01-01 DAVID WALSH LESLIE BOSTIC 2013-10-14
003 2011-01-01 MICHAEL HIRSCH LESLIE BOSTIC 2012-10-08
003 2010-01-01 MICHAEL HIRSCH LESLIE BOSTIC 2011-10-13
003 2009-01-01 DAVID WALSH LESLIE BOSTIC 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	LESLIE BOSTIC	LESLIE BOSTIC	2015-09-14
003	2013-01-01	LESLIE BOSTIC	LESLIE BOSTIC	2014-10-10
003	2012-01-01	DAVID WALSH	LESLIE BOSTIC	2013-10-14
003	2011-01-01	MICHAEL HIRSCH	LESLIE BOSTIC	2012-10-08
003	2010-01-01	MICHAEL HIRSCH	LESLIE BOSTIC	2011-10-13
003	2009-01-01	DAVID WALSH	LESLIE BOSTIC	2010-10-15

Plan Statistics for SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO

401k plan membership statisitcs for SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO

Measure Date Value
2014: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2013 401k membership
Total participants, beginning-of-year 2013-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 34
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2012 401k membership
Total participants, beginning-of-year 2012-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2011 401k membership
Total participants, beginning-of-year 2011-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 52
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2010 401k membership
Total participants, beginning-of-year 2010-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 47
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 51
Number of participants with account balances 2010-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2009 401k membership
Total participants, beginning-of-year 2009-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 55
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2013 401k membership
Total participants, beginning-of-year	2013-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	34
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2012 401k membership
Total participants, beginning-of-year	2012-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2011 401k membership
Total participants, beginning-of-year	2011-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	52
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2010 401k membership
Total participants, beginning-of-year	2010-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	47
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	51
Number of participants with account balances	2010-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2009 401k membership
Total participants, beginning-of-year	2009-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	55
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO

Measure	Date	Value
2014 : SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2014 401k financial data
Transfers to/from the plan	2014-12-01	$-951,697
Total plan liabilities at end of year	2014-12-01	$0
Total plan liabilities at beginning of year	2014-12-01	$0
Total income from all sources	2014-12-01	$107,956
Expenses. Total of all expenses incurred	2014-12-01	$175
Benefits paid (including direct rollovers)	2014-12-01	$0
Total plan assets at end of year	2014-12-01	$0
Total plan assets at beginning of year	2014-12-01	$843,916
Value of fidelity bond covering the plan	2014-12-01	$500,000
Total contributions received or receivable from participants	2014-12-01	$56,380
Expenses. Other expenses not covered elsewhere	2014-12-01	$0
Contributions received from other sources (not participants or employers)	2014-12-01	$0
Other income received	2014-12-01	$51,576
Noncash contributions received	2014-12-01	$0
Net income (gross income less expenses)	2014-12-01	$107,781
Net plan assets at end of year (total assets less liabilities)	2014-12-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-01	$843,916
Assets. Value of participant loans	2014-12-01	$0
Total contributions received or receivable from employer(s)	2014-12-01	$0
Value of certain deemed distributions of participant loans	2014-12-01	$0
Value of corrective distributions	2014-12-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-01	$175
2013 : SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2013 401k financial data
Total income from all sources	2013-12-31	$136,411
Expenses. Total of all expenses incurred	2013-12-31	$14,325
Benefits paid (including direct rollovers)	2013-12-31	$14,159
Total plan assets at end of year	2013-12-31	$843,916
Total plan assets at beginning of year	2013-12-31	$721,830
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$62,499
Other income received	2013-12-31	$73,912
Net income (gross income less expenses)	2013-12-31	$122,086
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$843,916
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$721,830
Assets. Value of participant loans	2013-12-31	$18,359
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$166
2012 : SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2012 401k financial data
Total income from all sources	2012-12-31	$130,546
Expenses. Total of all expenses incurred	2012-12-31	$139,604
Benefits paid (including direct rollovers)	2012-12-31	$139,339
Total plan assets at end of year	2012-12-31	$721,830
Total plan assets at beginning of year	2012-12-31	$730,888
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$75,788
Other income received	2012-12-31	$54,758
Net income (gross income less expenses)	2012-12-31	$-9,058
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$721,830
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$730,888
Assets. Value of participant loans	2012-12-31	$24,020
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2011 401k financial data
Total income from all sources	2011-12-31	$95,286
Expenses. Total of all expenses incurred	2011-12-31	$147,305
Benefits paid (including direct rollovers)	2011-12-31	$147,131
Total plan assets at end of year	2011-12-31	$730,888
Total plan assets at beginning of year	2011-12-31	$782,907
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$83,686
Other income received	2011-12-31	$11,600
Net income (gross income less expenses)	2011-12-31	$-52,019
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$730,888
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$782,907
Assets. Value of participant loans	2011-12-31	$27,682
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$174
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2010 401k financial data
Total income from all sources	2010-12-31	$142,562
Expenses. Total of all expenses incurred	2010-12-31	$27,790
Benefits paid (including direct rollovers)	2010-12-31	$27,539
Total plan assets at end of year	2010-12-31	$782,907
Total plan assets at beginning of year	2010-12-31	$668,135
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$81,805
Other income received	2010-12-31	$60,757
Net income (gross income less expenses)	2010-12-31	$114,772
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$782,907
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$668,135
Assets. Value of participant loans	2010-12-31	$35,465
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$251
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO

2014: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAVINGS PLAN FOR THE IFA EMPLOYEES OF ALICO 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BOARD OF TRUSTEES OF THE AMALGAMATED LIFE INSURANCE COMPANY
Employer identification number (EIN):	135501223
NAIC Classification:	524140