BRACH EICHLER, LLC GROUP MEDICAL PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRACH EICHLER, LLC LONG-TERM DISABILITY
| Measure | Date | Value |
|---|
| 2022: BRACH EICHLER, LLC LONG-TERM DISABILITY 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 155 |
| Total of all active and inactive participants | 2022-06-01 | 155 |
| 2021: BRACH EICHLER, LLC LONG-TERM DISABILITY 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 154 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 150 |
| Total of all active and inactive participants | 2021-06-01 | 150 |
| 2019: BRACH EICHLER, LLC LONG-TERM DISABILITY 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 156 |
| Total of all active and inactive participants | 2019-06-01 | 156 |
| 2018: BRACH EICHLER, LLC LONG-TERM DISABILITY 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 137 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 144 |
| Total of all active and inactive participants | 2018-06-01 | 144 |
| 2017: BRACH EICHLER, LLC LONG-TERM DISABILITY 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 137 |
| Total of all active and inactive participants | 2017-06-01 | 137 |
| 2016: BRACH EICHLER, LLC LONG-TERM DISABILITY 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 132 |
| Total of all active and inactive participants | 2016-06-01 | 132 |
| 2015: BRACH EICHLER, LLC LONG-TERM DISABILITY 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 132 |
| Total of all active and inactive participants | 2015-06-01 | 132 |
| 2014: BRACH EICHLER, LLC LONG-TERM DISABILITY 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 116 |
| Total of all active and inactive participants | 2014-06-01 | 116 |
| 2012: BRACH EICHLER, LLC LONG-TERM DISABILITY 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 107 |
| Total of all active and inactive participants | 2012-06-01 | 107 |
| 2011: BRACH EICHLER, LLC LONG-TERM DISABILITY 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 101 |
| Total of all active and inactive participants | 2011-06-01 | 101 |
| 2022: BRACH EICHLER, LLC LONG-TERM DISABILITY 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: BRACH EICHLER, LLC LONG-TERM DISABILITY 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: BRACH EICHLER, LLC LONG-TERM DISABILITY 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: BRACH EICHLER, LLC LONG-TERM DISABILITY 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: BRACH EICHLER, LLC LONG-TERM DISABILITY 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: BRACH EICHLER, LLC LONG-TERM DISABILITY 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: BRACH EICHLER, LLC LONG-TERM DISABILITY 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: BRACH EICHLER, LLC LONG-TERM DISABILITY 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BRACH EICHLER, LLC LONG-TERM DISABILITY 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BRACH EICHLER, LLC LONG-TERM DISABILITY 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000803465 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000803465 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $4,966 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $76,601 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,966 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00477403 |
| Policy instance | 1 |
| Insurance contract or identification number | 00477403 | | Number of Individuals Covered | 150 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $4,821 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $89,103 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,821 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000604315 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000604315 | | Number of Individuals Covered | 156 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $5,141 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $114,087 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,141 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000604315 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000604315 | | Number of Individuals Covered | 144 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $5,066 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $106,568 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,066 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000604315 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000604315 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $4,964 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $96,362 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,964 | | Insurance broker organization code? | 3 | | Insurance broker name | BARRY GIMELSTOB |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000604315 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000604315 | | Number of Individuals Covered | 132 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $9,542 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $72,042 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,542 | | Insurance broker organization code? | 3 | | Insurance broker name | BARRY GIMELSTOB |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000604315 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000604315 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $52,122 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 218388 |
| Policy instance | 1 |
| Insurance contract or identification number | 218388 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $1,553 | | 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 $16,543 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,553 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BARRY GIMELSTOB |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 218388 |
| Policy instance | 1 |
| Insurance contract or identification number | 218388 | | Number of Individuals Covered | 107 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $4,215 | | 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 $44,625 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,215 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | BARRY GIMELSTOB |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 218388 |
| Policy instance | 1 |
| Insurance contract or identification number | 218388 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $4,140 | | 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 $42,791 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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