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PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 401k Plan overview

Plan NamePRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN
Plan identification number 503

PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

PRESBYTERIAN DAY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:PRESBYTERIAN DAY SCHOOL
Employer identification number (EIN):620811568
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-02-01ROSS HURST2023-09-28
5032021-02-01ROSS HURST2022-10-20

Plan Statistics for PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN

401k plan membership statisitcs for PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN

Measure Date Value
2022: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01106
Total number of active participants reported on line 7a of the Form 55002022-02-01107
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-01107
2021: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01120
Total number of active participants reported on line 7a of the Form 55002021-02-01106
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-01106

Form 5500 Responses for PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN

2022: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number413600
Policy instance 1
Insurance contract or identification number413600
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2023-01-01
Total amount of commissions paid to insurance brokerUSD $998
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,880
Commission paid to Insurance BrokerUSD $475
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number413601
Policy instance 2
Insurance contract or identification number413601
Number of Individuals Covered107
Insurance policy start date2022-01-01
Insurance policy end date2023-01-01
Total amount of commissions paid to insurance brokerUSD $3,894
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD& D
Welfare Benefit Premiums Paid to CarrierUSD $26,727
Commission paid to Insurance BrokerUSD $1,854
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number413601
Policy instance 1
Insurance contract or identification number413601
Number of Individuals Covered106
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $3,520
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD& D
Welfare Benefit Premiums Paid to CarrierUSD $24,229
Commission paid to Insurance BrokerUSD $1,676
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number413600
Policy instance 2
Insurance contract or identification number413600
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $975
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,604
Commission paid to Insurance BrokerUSD $464
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKERAGE
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0008716553
Policy instance 3
Insurance contract or identification number0008716553
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $46
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCRITILLNES
Welfare Benefit Premiums Paid to CarrierUSD $1,143
Commission paid to Insurance BrokerUSD $46
Amount paid for insurance broker fees0
Insurance broker organization code?1

Potentially related plans

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