401k Plan data: THE PARTNERS - ELLIS, EDSON, BEAUDRY, BARRETT & CHUBB, INC. 401(K) PLAN plan

THE PARTNERS - ELLIS, EDSON, BEAUDRY, BARRETT & CHUBB, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE PARTNERS - ELLIS, EDSON, BEAUDRY, BARRETT & CHUBB, INC. 401(K) PLAN
Plan identification number	002

THE PARTNERS - ELLIS, EDSON, BEAUDRY, BARRETT & CHUBB, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

THE PARTNERS - ELLIS, EDSON, BEAUDRY, BARRETT & CHUBB, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE PARTNERS - ELLIS, EDSON, BEAUDRY, BARRETT & CHUBB, INC.

Employer identification number (EIN): 161248910

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PARTNERS - ELLIS, EDSON, BEAUDRY, BARRETT & CHUBB, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 CHRISTOPHER HUTCHINGS 2019-11-27 CHRISTOPHER HUTCHINGS 2019-11-27
002 2018-01-01 CHRISTOPHER M. HUTCHINGS 2019-06-18 CHRISTOPHER M. HUTCHINGS 2019-06-18
002 2017-01-01 CYNTHIA HOLLISTER 2018-05-09 CYNTHIA HOLLISTER 2018-05-09
002 2016-01-01 THERESIA RYALL 2017-06-21 THERESIA RYALL 2017-06-21
002 2015-01-01 THERESIA RYALL 2016-06-16 THERESIA RYALL 2016-06-16
002 2014-01-01 THERESIA RYALL 2015-07-27 THERESIA RYALL 2015-07-27
002 2013-01-01 THERESIA RYALL 2014-07-28 THERESIA RYALL 2014-07-28
002 2012-01-01 THERESIA RYALL 2013-07-30 THERESIA RYALL 2013-07-30
002 2011-01-01 THERESIA RYALL 2012-05-08 THERESIA RYALL 2012-05-08
002 2010-01-01 THERESIA RYALL 2011-07-29 THERESIA RYALL 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	CHRISTOPHER HUTCHINGS	2019-11-27	CHRISTOPHER HUTCHINGS	2019-11-27
002	2018-01-01	CHRISTOPHER M. HUTCHINGS	2019-06-18	CHRISTOPHER M. HUTCHINGS	2019-06-18
002	2017-01-01	CYNTHIA HOLLISTER	2018-05-09	CYNTHIA HOLLISTER	2018-05-09
002	2016-01-01	THERESIA RYALL	2017-06-21	THERESIA RYALL	2017-06-21
002	2015-01-01	THERESIA RYALL	2016-06-16	THERESIA RYALL	2016-06-16
002	2014-01-01	THERESIA RYALL	2015-07-27	THERESIA RYALL	2015-07-27
002	2013-01-01	THERESIA RYALL	2014-07-28	THERESIA RYALL	2014-07-28
002	2012-01-01	THERESIA RYALL	2013-07-30	THERESIA RYALL	2013-07-30
002	2011-01-01	THERESIA RYALL	2012-05-08	THERESIA RYALL	2012-05-08
002	2010-01-01	THERESIA RYALL	2011-07-29	THERESIA RYALL	2011-07-29

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Company Name:	THE PARTNERS - ELLIS, EDSON, BEAUDRY, BARRETT & CHUBB, INC.
Employer identification number (EIN):	161248910
NAIC Classification:	524140