JACKSON BROTHERS OF THE SOUTH, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON BROTHERS OF THE SOUTH, LLC DENTAL & VISION PLAN
401k plan membership statisitcs for JACKSON BROTHERS OF THE SOUTH, LLC DENTAL & VISION PLAN
| Measure | Date | Value |
|---|
| 2016: JACKSON BROTHERS OF THE SOUTH, LLC DENTAL & VISION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 95 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 0 |
| Total of all active and inactive participants | 2016-08-01 | 95 |
| Total participants, beginning-of-year | 2016-03-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 122 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
| Total of all active and inactive participants | 2016-03-01 | 127 |
| 2015: JACKSON BROTHERS OF THE SOUTH, LLC DENTAL & VISION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 117 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
| Total of all active and inactive participants | 2015-03-01 | 122 |
| 2016: JACKSON BROTHERS OF THE SOUTH, LLC DENTAL & VISION PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Submission has been amended | No |
| 2016-03-01 | This submission is the final filing | No |
| 2016-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-03-01 | Plan is a collectively bargained plan | No |
| 2016-03-01 | Plan funding arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: JACKSON BROTHERS OF THE SOUTH, LLC DENTAL & VISION PLAN 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | First time form 5500 has been submitted | Yes |
| 2015-03-01 | Submission has been amended | No |
| 2015-03-01 | This submission is the final filing | No |
| 2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-03-01 | Plan is a collectively bargained plan | No |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0859565-VISION |
| Policy instance | 1 |
| Insurance contract or identification number | 0859565-VISION | | Number of Individuals Covered | 326 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $953 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,227 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $953 | | Insurance broker organization code? | 3 | | Insurance broker name | BUKATY AGENCY INC |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0869585-DENTAL |
| Policy instance | 2 |
| Insurance contract or identification number | 0869585-DENTAL | | Number of Individuals Covered | 218 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $2,671 | | Total amount of fees paid to insurance company | USD $1,300 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $52,844 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,671 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1300 | | Additional information about fees paid to insurance broker | 2015 BROKER BONUS | | Insurance broker name | DUSTIN KYLE BLY |
|
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