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GROUP LONG TERM & SHORT TERM DISABILITY PLAN 401k Plan overview

Plan NameGROUP LONG TERM & SHORT TERM DISABILITY PLAN
Plan identification number 502

GROUP LONG TERM & SHORT TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

ORSCHELN MANAGEMENT CO. has sponsored the creation of one or more 401k plans.

Company Name:ORSCHELN MANAGEMENT CO.
Employer identification number (EIN):431465246
NAIC Classification:444200
NAIC Description: Lawn and Garden Equipment and Supplies Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LONG TERM & SHORT TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2019-06-18
5022017-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2018-07-09
5022016-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2017-05-03
5022015-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2016-10-10
5022014-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2015-09-29
5022013-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2014-10-15
5022012-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2013-09-30
5022011-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2012-09-24
5022009-01-01ROBERT B BRADSHAW BARBARA A WESTHUES2010-09-28

Plan Statistics for GROUP LONG TERM & SHORT TERM DISABILITY PLAN

401k plan membership statisitcs for GROUP LONG TERM & SHORT TERM DISABILITY PLAN

Measure Date Value
2022: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,484
Total number of active participants reported on line 7a of the Form 55002022-01-01582
Total of all active and inactive participants2022-01-01582
2021: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,459
Total number of active participants reported on line 7a of the Form 55002021-01-011,484
Total of all active and inactive participants2021-01-011,484
2020: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,505
Total number of active participants reported on line 7a of the Form 55002020-01-011,459
Total of all active and inactive participants2020-01-011,459
2019: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,513
Total number of active participants reported on line 7a of the Form 55002019-01-011,505
Total of all active and inactive participants2019-01-011,505
2018: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,477
Total number of active participants reported on line 7a of the Form 55002018-01-011,513
Total of all active and inactive participants2018-01-011,513
2017: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,485
Total number of active participants reported on line 7a of the Form 55002017-01-011,477
Total of all active and inactive participants2017-01-011,477
2016: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,480
Total number of active participants reported on line 7a of the Form 55002016-01-011,485
Total of all active and inactive participants2016-01-011,485
2015: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,452
Total number of active participants reported on line 7a of the Form 55002015-01-011,480
Total of all active and inactive participants2015-01-011,480
2014: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,456
Total number of active participants reported on line 7a of the Form 55002014-01-011,452
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,452
2013: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01437
Total number of active participants reported on line 7a of the Form 55002013-01-011,456
Total of all active and inactive participants2013-01-011,456
2012: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01380
Total number of active participants reported on line 7a of the Form 55002012-01-01437
Total of all active and inactive participants2012-01-01437
2011: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01377
Number of retired or separated participants receiving benefits2011-01-01380
Total of all active and inactive participants2011-01-01380
2009: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01386
Total number of active participants reported on line 7a of the Form 55002009-01-01375
Total of all active and inactive participants2009-01-01375

Form 5500 Responses for GROUP LONG TERM & SHORT TERM DISABILITY PLAN

2022: GROUP LONG TERM & SHORT TERM DISABILITY 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: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: GROUP LONG TERM & SHORT TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675977G
Policy instance 1
Insurance contract or identification number675977G
Number of Individuals Covered582
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $31,539
Total amount of fees paid to insurance companyUSD $37,932
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $599,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees37932
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $31,539
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675977G
Policy instance 1
Insurance contract or identification number675977G
Number of Individuals Covered1484
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $30,942
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $612,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,942
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675977G
Policy instance 1
Insurance contract or identification number675977G
Number of Individuals Covered1459
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $30,493
Total amount of fees paid to insurance companyUSD $18,053
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $604,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,493
Amount paid for insurance broker fees18053
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675977G
Policy instance 1
Insurance contract or identification number675977G
Number of Individuals Covered1505
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $30,250
Total amount of fees paid to insurance companyUSD $14,279
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $601,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,250
Amount paid for insurance broker fees14279
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675977G
Policy instance 1
Insurance contract or identification number675977G
Number of Individuals Covered1513
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $29,283
Total amount of fees paid to insurance companyUSD $8,272
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $582,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,283
Amount paid for insurance broker fees8272
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675977G
Policy instance 1
Insurance contract or identification number675977G
Number of Individuals Covered1477
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,289
Total amount of fees paid to insurance companyUSD $6,689
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $562,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,289
Amount paid for insurance broker fees6689
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC

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