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DOUGLAS CORPORATION GROUP TERM LIFE PLAN 401k Plan overview

Plan NameDOUGLAS CORPORATION GROUP TERM LIFE PLAN
Plan identification number 502

DOUGLAS CORPORATION GROUP TERM LIFE PLAN Benefits

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

401k Sponsoring company profile

DOUGLAS CORPORATON has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS CORPORATON
Employer identification number (EIN):410665761
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOUGLAS CORPORATION GROUP TERM LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022020-04-01
5022019-04-01
5022018-04-01
5022017-04-01STEVE MONTBRIAND STEVE MONTBRIAND2018-10-30
5022016-04-01STEVE MONTBRIAND STEVE MONTBRIAND2017-10-24
5022015-04-01STEVE MONTBRIAND STEVE MONTBRIAND2016-09-19
5022014-04-01STEVE MONTBRIAND STEVE MONTBRIAND2015-10-31
5022013-04-01STEVE MONTBRIAND
5022012-04-01STEVE MONTBRIAND
5022011-04-01STEVE MONTBRIAND
5022009-04-01RONALD SKANSE STEVE MONTBRIAND2010-10-29

Plan Statistics for DOUGLAS CORPORATION GROUP TERM LIFE PLAN

401k plan membership statisitcs for DOUGLAS CORPORATION GROUP TERM LIFE PLAN

Measure Date Value
2020: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01345
Total number of active participants reported on line 7a of the Form 55002020-04-0159
Total of all active and inactive participants2020-04-0159
Total participants2020-04-0159
2019: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01416
Total number of active participants reported on line 7a of the Form 55002019-04-01345
Total of all active and inactive participants2019-04-01345
Total participants2019-04-01345
2018: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01316
Total number of active participants reported on line 7a of the Form 55002018-04-01416
Total of all active and inactive participants2018-04-01416
Total participants2018-04-01416
2017: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01399
Total number of active participants reported on line 7a of the Form 55002017-04-01294
Number of retired or separated participants receiving benefits2017-04-014
Total of all active and inactive participants2017-04-01298
2016: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01396
Total number of active participants reported on line 7a of the Form 55002016-04-01398
Total of all active and inactive participants2016-04-01398
Total participants2016-04-01398
2015: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01361
Total number of active participants reported on line 7a of the Form 55002015-04-01396
Total of all active and inactive participants2015-04-01396
Total participants2015-04-01396
2014: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01299
Total number of active participants reported on line 7a of the Form 55002014-04-01361
Total of all active and inactive participants2014-04-01361
Total participants2014-04-01361
2013: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01270
Total number of active participants reported on line 7a of the Form 55002013-04-01299
Total of all active and inactive participants2013-04-01299
Total participants2013-04-01299
2012: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01264
Total number of active participants reported on line 7a of the Form 55002012-04-01270
Total of all active and inactive participants2012-04-01270
Total participants2012-04-01270
2011: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01246
Total number of active participants reported on line 7a of the Form 55002011-04-01265
Total of all active and inactive participants2011-04-01265
Total participants2011-04-01265
2009: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01297
Total number of active participants reported on line 7a of the Form 55002009-04-01252
Total of all active and inactive participants2009-04-01252
Total participants2009-04-01252

Form 5500 Responses for DOUGLAS CORPORATION GROUP TERM LIFE PLAN

2020: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: DOUGLAS CORPORATION GROUP TERM LIFE PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001021415
Policy instance 1
Insurance contract or identification number00001021415
Number of Individuals Covered59
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $513
Total amount of fees paid to insurance companyUSD $311
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMEN
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86
Amount paid for insurance broker fees311
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10214150
Policy instance 1
Insurance contract or identification number10214150
Number of Individuals Covered345
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $6,318
Total amount of fees paid to insurance companyUSD $1,351
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $44,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Amount paid for insurance broker fees1351
Additional information about fees paid to insurance brokerOVERRIDES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $6,318
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10214150
Policy instance 1
Insurance contract or identification number10214150
Number of Individuals Covered416
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $1,281
Total amount of fees paid to insurance companyUSD $436
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $44,728
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Amount paid for insurance broker fees436
Additional information about fees paid to insurance brokerOVERRIDES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $1,281
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10214150
Policy instance 1
Insurance contract or identification number10214150
Number of Individuals Covered305
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $6,168
Total amount of fees paid to insurance companyUSD $3,351
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $43,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,016
Insurance broker organization code?3
Amount paid for insurance broker fees1726
Additional information about fees paid to insurance brokerOVERRIDES
Insurance broker nameASSOCIATED FINANCIAL GROUP LLC
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number3185
Policy instance 1
Insurance contract or identification number3185
Number of Individuals Covered396
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $4,029
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $50,062
Commission paid to Insurance BrokerUSD $4,029
Insurance broker nameAHMANN-MARTIN
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number3185
Policy instance 1
Insurance contract or identification number3185
Number of Individuals Covered361
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $44,372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameAHMANN-MARTIN
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number3185
Policy instance 1
Insurance contract or identification number3185
Number of Individuals Covered299
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $2,190
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $42,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,190
Insurance broker nameDAVID MARTIN AGENCY
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number3185
Policy instance 1
Insurance contract or identification number3185
Number of Individuals Covered270
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $2,190
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,677
Commission paid to Insurance BrokerUSD $2,190
Insurance broker organization code?3
Insurance broker nameDAVID MARTIN AGENCY
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number3185
Policy instance 1
Insurance contract or identification number3185
Number of Individuals Covered265
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $2,190
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number3185
Policy instance 1
Insurance contract or identification number3185
Number of Individuals Covered247
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $2,195
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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