HOPE ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2017: LONG TERM DISABILITY PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 253 |
Total of all active and inactive participants | 2017-07-01 | 253 |
2016: LONG TERM DISABILITY PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 276 |
Total of all active and inactive participants | 2016-07-01 | 276 |
2015: LONG TERM DISABILITY PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 271 |
Total of all active and inactive participants | 2015-07-01 | 271 |
2014: LONG TERM DISABILITY PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 318 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 287 |
Total of all active and inactive participants | 2014-07-01 | 287 |
2013: LONG TERM DISABILITY PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 331 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 318 |
Total of all active and inactive participants | 2013-07-01 | 318 |
2012: LONG TERM DISABILITY PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 331 |
Total of all active and inactive participants | 2012-07-01 | 331 |
2011: LONG TERM DISABILITY PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 324 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 303 |
Total of all active and inactive participants | 2011-07-01 | 303 |
2010: LONG TERM DISABILITY PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 324 |
Total of all active and inactive participants | 2010-07-01 | 324 |
2009: LONG TERM DISABILITY PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 352 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 325 |
Total of all active and inactive participants | 2009-07-01 | 325 |
2017: LONG TERM DISABILITY PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2016: LONG TERM DISABILITY PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2015: LONG TERM DISABILITY PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2014: LONG TERM DISABILITY PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2013: LONG TERM DISABILITY PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2012: LONG TERM DISABILITY PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2011: LONG TERM DISABILITY PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2010: LONG TERM DISABILITY PLAN 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Plan funding arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2009: LONG TERM DISABILITY PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | LK965419 |
Policy instance | 1 |
Insurance contract or identification number | LK965419 | Number of Individuals Covered | 253 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $4,096 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $41,919 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,096 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | SALES AND SERVICE | Insurance broker organization code? | 3 | Insurance broker name | USI INSURANCE SERVICES LLC |
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DEARBORN NATIONAL (National Association of Insurance Commissioners NAIC id number: 85090 ) |
Policy contract number | F018600 |
Policy instance | 1 |
Insurance contract or identification number | F018600 | Number of Individuals Covered | 271 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $4,594 | Total amount of fees paid to insurance company | USD $3,266 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $46,661 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,594 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3266 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker name | EMERSON REID & COMPANY INC. |
|
DEARBORN NATIONAL (National Association of Insurance Commissioners NAIC id number: 85090 ) |
Policy contract number | F018600 |
Policy instance | 1 |
Insurance contract or identification number | F018600 | Number of Individuals Covered | 287 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $4,223 | Total amount of fees paid to insurance company | USD $2,765 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,491 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,223 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2765 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker name | EMERSON REID & COMPANY INC. |
|
DEARBORN NATIONAL (National Association of Insurance Commissioners NAIC id number: 85090 ) |
Policy contract number | F018600 |
Policy instance | 1 |
Insurance contract or identification number | F018600 | Number of Individuals Covered | 318 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $4,301 | Total amount of fees paid to insurance company | USD $2,864 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $40,911 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,301 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2864 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker name | EMERSON REID & COMPANY INC. |
|
DEARBORN NATIONAL (National Association of Insurance Commissioners NAIC id number: 85090 ) |
Policy contract number | F018600 |
Policy instance | 1 |
Insurance contract or identification number | F018600 | Number of Individuals Covered | 331 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $4,593 | Total amount of fees paid to insurance company | USD $3,121 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $44,576 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,593 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3121 | Additional information about fees paid to insurance broker | INCENTIVE PLAN PAYOUTS, OVERRIDES, THIRD PARTYADMINISTRATION FEES AND | Insurance broker name | EMERSON REID & COMPANY INC. |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 24338-LTD |
Policy instance | 1 |
Insurance contract or identification number | 24338-LTD | Number of Individuals Covered | 260 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $4,738 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $36,637 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 24338-LTD |
Policy instance | 1 |
Insurance contract or identification number | 24338-LTD | Number of Individuals Covered | 324 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $9,366 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $43,628 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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