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DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN 401k Plan overview

Plan NameDANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN
Plan identification number 502

DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Prepaid legal
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

DANIEL J. EDELMAN HOLDING, INC. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J. EDELMAN HOLDING, INC.
Employer identification number (EIN):362368817
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022011-01-01LAURA PIETRASZEK LAURA PIETRASZEK2012-10-04
5022010-01-01LAURA PIETRASZEK LAURA PIETRASZEK2011-10-11
5022009-01-01LAURA PIETRASZEK LAURA PIETRASZEK2010-10-04

Plan Statistics for DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN

401k plan membership statisitcs for DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN

Measure Date Value
2011: DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,970
Total number of active participants reported on line 7a of the Form 55002011-01-012,072
Number of retired or separated participants receiving benefits2011-01-0148
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012,120
2010: DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,811
Total number of active participants reported on line 7a of the Form 55002010-01-011,902
Number of retired or separated participants receiving benefits2010-01-0168
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,970
2009: DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,736
Total number of active participants reported on line 7a of the Form 55002009-01-011,738
Number of retired or separated participants receiving benefits2009-01-0173
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,811

Form 5500 Responses for DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN

2011: DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: DANIEL J. EDELMAN, INC. WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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