THE COLONIAL WILLIAMSBURG FOUNDATION has sponsored the creation of one or more 401k plans.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 501 | 2016-01-01 | KEVIN PATRICK, VICE PRESIDENT | | | |
| 501 | 2016-01-01 | | | | |
| 501 | 2015-01-01 | NICHOLE MCDONALD, VICE PRESIDENT | | | |
| 501 | 2014-01-01 | JEFFREY A. DUNCAN, CONTROLLER | | | |
| 501 | 2013-01-01 | LAURA LODA, VICE PRESIDENT | | | |
| 501 | 2012-01-01 | LAURA LODA, VICE PRESIDENT | | | |
| 501 | 2011-01-01 | LAURA LODA VICE PRESIDENT | | | |
| 501 | 2009-01-01 | LAURA LODA VICE PRESIDENT | | | |
| Measure | Date | Value |
|---|
| 2016: GROUP LIFE AND AD&D INSURANCE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2,065 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,005 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 973 |
| 2015: GROUP LIFE AND AD&D INSURANCE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2,863 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,065 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 809 |
| Total of all active and inactive participants | 2015-01-01 | 2,874 |
| Total participants | 2015-01-01 | 0 |
| 2014: GROUP LIFE AND AD&D INSURANCE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2,780 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,104 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 759 |
| Total of all active and inactive participants | 2014-01-01 | 2,863 |
| Total participants | 2014-01-01 | 0 |
| 2013: GROUP LIFE AND AD&D INSURANCE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2,838 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,040 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 740 |
| Total of all active and inactive participants | 2013-01-01 | 2,780 |
| Total participants | 2013-01-01 | 0 |
| 2012: GROUP LIFE AND AD&D INSURANCE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2,805 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,078 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 760 |
| Total of all active and inactive participants | 2012-01-01 | 2,838 |
| Total participants | 2012-01-01 | 0 |
| 2011: GROUP LIFE AND AD&D INSURANCE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2,813 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,025 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 780 |
| Total of all active and inactive participants | 2011-01-01 | 2,805 |
| Total participants | 2011-01-01 | 2,805 |
| 2009: GROUP LIFE AND AD&D INSURANCE 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3,184 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,101 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 802 |
| Total of all active and inactive participants | 2009-01-01 | 2,903 |
| Total participants | 2009-01-01 | 2,903 |
| 2016: GROUP LIFE AND AD&D INSURANCE 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: GROUP LIFE AND AD&D INSURANCE 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: GROUP LIFE AND AD&D INSURANCE 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: GROUP LIFE AND AD&D INSURANCE 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: GROUP LIFE AND AD&D INSURANCE 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: GROUP LIFE AND AD&D INSURANCE 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: GROUP LIFE AND AD&D INSURANCE 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 300193 |
| Policy instance | 1 |
| Insurance contract or identification number | 300193 | | Number of Individuals Covered | 2874 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $26,350 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,198,244 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,981 | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERVICES, LLC |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 300193 |
| Policy instance | 1 |
| Insurance contract or identification number | 300193 | | Number of Individuals Covered | 2863 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-01-01 | | Total amount of commissions paid to insurance broker | USD $20,241 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,127,828 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,241 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INSURANCE SERVICES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 300193 |
| Policy instance | 1 |
| Insurance contract or identification number | 300193 | | Number of Individuals Covered | 2780 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $20,037 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,114,039 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,037 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INSURANCE SERVICES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 300193 |
| Policy instance | 1 |
| Insurance contract or identification number | 300193 | | Number of Individuals Covered | 2838 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $20,077 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,105,883 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,077 | | Insurance broker name | WELLS FARGO INSURANCE SERVICES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 300193 |
| Policy instance | 1 |
| Insurance contract or identification number | 300193 | | Number of Individuals Covered | 2805 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $18,944 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,083,272 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 300193 |
| Policy instance | 1 |
| Insurance contract or identification number | 300193 | | Number of Individuals Covered | 2813 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $18,578 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,202,185 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,578 | | Insurance broker name | WELLS FARGO INSURANCE SERVICES |
|
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