401k Plan data: GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES plan

GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES 401k Plan overview

Plan Name	GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES
Plan identification number	506

GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Death benefits (include travel accident but not life insurance) Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20. Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

FORESTERS FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name: FORESTERS FINANCIAL

Employer identification number (EIN): 136120357

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
506 2022-01-01 ALISON HARVEY-CHUTER 2023-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
506	2022-01-01	ALISON HARVEY-CHUTER	2023-10-10

Plan Statistics for GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES

401k plan membership statisitcs for GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES

Measure Date Value
2022: GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of employers contributing to the scheme 2022-01-01 0

Measure	Date	Value
2022: GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of employers contributing to the scheme	2022-01-01	0

Form 5500 Responses for GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES

2022: GROUP LIFE INSURANCE BENEFITS FOR EMPLOYEES OF FORESTERS FINANCIAL AND AFFILIATES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

FLX967360

Policy instance

Insurance contract or identification number	FLX967360
Number of Individuals Covered	34
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

Potentially related plans

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Company Name:	FORESTERS FINANCIAL
Employer identification number (EIN):	136120357
NAIC Classification:	523120
NAIC Description:	Securities Brokerage