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SUNBELT MARKETING LIFE AND DISABILITY PLAN 401k Plan overview

Plan NameSUNBELT MARKETING LIFE AND DISABILITY PLAN
Plan identification number 501

SUNBELT MARKETING LIFE AND DISABILITY PLAN Benefits

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

401k Sponsoring company profile

SUNBELT MARKETING has sponsored the creation of one or more 401k plans.

Company Name:SUNBELT MARKETING
Employer identification number (EIN):587485621
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNBELT MARKETING LIFE AND DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-03-01JOCELYN DANLEY
5012016-03-01JOCELYN DANLEY
5012015-03-01JOCELYN DANLEY
5012014-03-01JOCELYN DANLEY

Plan Statistics for SUNBELT MARKETING LIFE AND DISABILITY PLAN

401k plan membership statisitcs for SUNBELT MARKETING LIFE AND DISABILITY PLAN

Measure Date Value
2017: SUNBELT MARKETING LIFE AND DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01107
Total number of active participants reported on line 7a of the Form 55002017-03-01113
Total of all active and inactive participants2017-03-01113
2016: SUNBELT MARKETING LIFE AND DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01113
Total number of active participants reported on line 7a of the Form 55002016-03-01107
Total of all active and inactive participants2016-03-01107
2015: SUNBELT MARKETING LIFE AND DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01104
Total number of active participants reported on line 7a of the Form 55002015-03-01113
Total of all active and inactive participants2015-03-01113
2014: SUNBELT MARKETING LIFE AND DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01102
Total number of active participants reported on line 7a of the Form 55002014-03-01103
Number of retired or separated participants receiving benefits2014-03-011
Total of all active and inactive participants2014-03-01104

Form 5500 Responses for SUNBELT MARKETING LIFE AND DISABILITY PLAN

2017: SUNBELT MARKETING LIFE AND DISABILITY PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: SUNBELT MARKETING LIFE AND DISABILITY PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: SUNBELT MARKETING LIFE AND DISABILITY PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: SUNBELT MARKETING LIFE AND DISABILITY PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number235176
Policy instance 1
Insurance contract or identification number235176
Number of Individuals Covered113
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $7,228
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $67,867
Commission paid to Insurance BrokerUSD $7,228
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number235176
Policy instance 1
Insurance contract or identification number235176
Number of Individuals Covered113
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $8,594
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $76,580
Commission paid to Insurance BrokerUSD $8,594
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number235176
Policy instance 1
Insurance contract or identification number235176
Number of Individuals Covered103
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $9,446
Total amount of fees paid to insurance companyUSD $3,376
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $102,097
Commission paid to Insurance BrokerUSD $9,446
Amount paid for insurance broker fees3376
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA

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