CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN 401k Plan overview
| Plan Name | CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN |
| Plan identification number | 503 |
CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN Benefits
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits | - Other welfare benefit cover
|
401k Sponsoring company profile
CNL FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.
Additional information about CNL FINANCIAL GROUP, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1980-07-09 |
| Company Identification Number: | 677851 |
| Legal Registered Office Address: |
450 S. ORANGE AVENUE
ORLANDO
32801
|
More information about CNL FINANCIAL GROUP, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 503 | 2012-01-01 | KAKI RAWLS | | | |
| 503 | 2012-01-01 | KAKI RAWLS | | KAKI RAWLS | 2014-04-15 |
| 503 | 2011-01-01 | KAKI RAWLS | | | |
| 503 | 2009-01-01 | KAKI RAWLS | | | |
Plan Statistics for CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN
401k plan membership statisitcs for CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN
| Measure | Date | Value |
|---|
| 2012: CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 418 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 423 |
| Total of all active and inactive participants | 2012-01-01 | 423 |
| Total participants | 2012-01-01 | 423 |
| 2011: CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 374 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 418 |
| Total of all active and inactive participants | 2011-01-01 | 418 |
| Total participants | 2011-01-01 | 418 |
| 2009: CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 403 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 375 |
| Total of all active and inactive participants | 2009-01-01 | 375 |
| Total participants | 2009-01-01 | 375 |
Form 5500 Responses for CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN
| 2012: CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: CNL FINANCIAL GROUP, INC. LONG TERM CARE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
Insurance Providers Used on plan
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 025543 |
| Policy instance | 1 |
| Insurance contract or identification number | 025543 | | Number of Individuals Covered | 427 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,725 | | Total amount of fees paid to insurance company | USD $136 | | Other welfare benefits provided | GROUP LONG TERM CARE, GROUP INDIV LTC | | Welfare Benefit Premiums Paid to Carrier | USD $18,240 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,725 | | Amount paid for insurance broker fees | 136 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | BB&T INSURANCE SERVICES, INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 025543 |
| Policy instance | 1 |
| Insurance contract or identification number | 025543 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,334 | | Total amount of fees paid to insurance company | USD $195 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | GROUP LONG TERM CARE, GROUP IND LTC | | Welfare Benefit Premiums Paid to Carrier | USD $15,594 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 025543 |
| Policy instance | 1 |
| Insurance contract or identification number | 025543 | | Number of Individuals Covered | 374 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,588 | | Total amount of fees paid to insurance company | USD $216 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | GROUP LONG TERM CARE, GROUP IND LTC | | Welfare Benefit Premiums Paid to Carrier | USD $17,232 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
Potentially related plans
Was this data useful?
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| |
| |
|
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
