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VOLUNTARY LIFE AND AD&D PLAN 401k Plan overview

Plan NameVOLUNTARY LIFE AND AD&D PLAN
Plan identification number 505

VOLUNTARY LIFE AND AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

ALLIED MORTGAGE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALLIED MORTGAGE GROUP, INC.
Employer identification number (EIN):232721546
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about ALLIED MORTGAGE GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2006-04-21
Company Identification Number: 0800644198
Legal Registered Office Address: 225 E CITY AVE STE 102

BALA CYNWYD
United States of America (USA)
19004

More information about ALLIED MORTGAGE GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOLUNTARY LIFE AND AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-01-01NADIA MCCRIMMON2023-10-02
5052021-01-01NADIA MCCRIMMON2022-08-08

Plan Statistics for VOLUNTARY LIFE AND AD&D PLAN

401k plan membership statisitcs for VOLUNTARY LIFE AND AD&D PLAN

Measure Date Value
2022: VOLUNTARY LIFE AND AD&D PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01137
Total number of active participants reported on line 7a of the Form 55002022-01-01107
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01107
Number of employers contributing to the scheme2022-01-010
2021: VOLUNTARY LIFE AND AD&D PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01130
Total number of active participants reported on line 7a of the Form 55002021-01-01143
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01143
Number of employers contributing to the scheme2021-01-010

Form 5500 Responses for VOLUNTARY LIFE AND AD&D PLAN

2022: VOLUNTARY LIFE AND AD&D PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: VOLUNTARY LIFE AND AD&D PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number581409
Policy instance 1
Insurance contract or identification number581409
Number of Individuals Covered229
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,303
Total amount of fees paid to insurance companyUSD $4,433
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $48,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,303
Amount paid for insurance broker fees4433
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number820707
Policy instance 1
Insurance contract or identification number820707
Number of Individuals Covered143
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,107
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $60,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,107
Amount paid for insurance broker fees0
Insurance broker organization code?3

Potentially related plans

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