401k Plan data: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES plan

GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 401k Plan overview

Plan Name	GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES
Plan identification number	502

GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover 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.

401k Sponsoring company profile

TAX ANALYSTS has sponsored the creation of one or more 401k plans.

Company Name: TAX ANALYSTS

Employer identification number (EIN): 237073182

NAIC Classification: 511120
NAIC Description: Periodical Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2016-01-01 COLETTE BROOKS COLETTE BROOKS 2017-05-05
502 2015-01-01 COLETTE BROOKS COLETTE BROOKS 2016-07-14
502 2015-01-01 COLETTE BROOKS COLETTE BROOKS 2016-07-14
502 2014-01-01 COLETTE BROOKS
502 2013-01-01 COLETTE BROOKS
502 2012-01-01 REBECCA ROSS CHRISTOPHER BERGIN 2013-07-31
502 2011-01-01 REBECCA ROSS CHRISTOPHER BERGIN 2012-07-30
502 2010-01-01 REBECCA ROSS CHRISTOPHER BERGIN 2011-07-28
502 2009-01-01 REBECCA ROSS CHRISTOPHER BERGIN 2010-07-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2016-01-01	COLETTE BROOKS	COLETTE BROOKS	2017-05-05
502	2015-01-01	COLETTE BROOKS	COLETTE BROOKS	2016-07-14
502	2015-01-01	COLETTE BROOKS	COLETTE BROOKS	2016-07-14
502	2014-01-01	COLETTE BROOKS
502	2013-01-01	COLETTE BROOKS
502	2012-01-01	REBECCA ROSS	CHRISTOPHER BERGIN	2013-07-31
502	2011-01-01	REBECCA ROSS	CHRISTOPHER BERGIN	2012-07-30
502	2010-01-01	REBECCA ROSS	CHRISTOPHER BERGIN	2011-07-28
502	2009-01-01	REBECCA ROSS	CHRISTOPHER BERGIN	2010-07-30

Plan Statistics for GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES

401k plan membership statisitcs for GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES

Measure Date Value
2016: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
2015: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 181
Total of all active and inactive participants 2015-01-01 181
2014: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 166
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 166
2013: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 156
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 156
2012: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 169
Total of all active and inactive participants 2012-01-01 169
Total participants 2012-01-01 169
2011: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 171
Total of all active and inactive participants 2011-01-01 171
Total participants 2011-01-01 171
2010: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 172
Total of all active and inactive participants 2010-01-01 172
Total participants 2010-01-01 172
2009: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 174
Total of all active and inactive participants 2009-01-01 174
Total participants 2009-01-01 174

Measure	Date	Value
2016: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
2015: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	181
Total of all active and inactive participants	2015-01-01	181
2014: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	166
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	166
2013: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	156
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	156
2012: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	169
Total of all active and inactive participants	2012-01-01	169
Total participants	2012-01-01	169
2011: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	171
Total of all active and inactive participants	2011-01-01	171
Total participants	2011-01-01	171
2010: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	172
Total of all active and inactive participants	2010-01-01	172
Total participants	2010-01-01	172
2009: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	174
Total of all active and inactive participants	2009-01-01	174
Total participants	2009-01-01	174

Form 5500 Responses for GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES

2016: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: GROUP TERM LIFE INSURANCE AND LONG-TERM DISABILITY COVERAGE FOR TAX ANALYSTS EMPLOYEES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	G000AMV8
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GLTD0AMV8
Policy instance	2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GLUG0AMV8
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GVTL0AMV8
Policy instance	3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GLUG0AMV8
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GLTD0AMV8
Policy instance	2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GVTL0AMV8
Policy instance	3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	204797
Policy instance	1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	204797
Policy instance	1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	204797
Policy instance	1

Potentially related plans

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Company Name:	TAX ANALYSTS
Employer identification number (EIN):	237073182
NAIC Classification:	511120
NAIC Description:	Periodical Publishers