WATKINS & EAGER PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN
401k plan membership statisitcs for WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN
| Measure | Date | Value |
|---|
| 2022: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 109 |
| Total of all active and inactive participants | 2022-07-01 | 109 |
| 2021: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 113 |
| Total of all active and inactive participants | 2021-07-01 | 113 |
| 2020: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 110 |
| Total of all active and inactive participants | 2020-07-01 | 110 |
| 2019: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 109 |
| Total of all active and inactive participants | 2019-07-01 | 109 |
| 2018: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 116 |
| Total of all active and inactive participants | 2018-07-01 | 116 |
| 2017: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 116 |
| Total of all active and inactive participants | 2017-07-01 | 116 |
| 2016: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 103 |
| Total of all active and inactive participants | 2016-07-01 | 103 |
| 2015: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 98 |
| Total of all active and inactive participants | 2015-07-01 | 98 |
| 2014: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 111 |
| Total of all active and inactive participants | 2014-07-01 | 111 |
| 2013: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 125 |
| Total of all active and inactive participants | 2013-07-01 | 125 |
| 2012: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 125 |
| Total of all active and inactive participants | 2012-07-01 | 125 |
| 2011: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 114 |
| Total of all active and inactive participants | 2011-07-01 | 114 |
| 2022: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: WATKINS & EAGER PLLC LONG-TERM DISABILTY PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | First time form 5500 has been submitted | Yes |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 104033 |
| Policy instance | 2 |
| Insurance contract or identification number | 104033 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $5,884 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,230 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,884 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 473738 |
| Policy instance | 1 |
| Insurance contract or identification number | 473738 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $5,884 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,230 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,884 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 104033 |
| Policy instance | 2 |
| Insurance contract or identification number | 104033 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $2,942 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,614 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,942 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 473738 |
| Policy instance | 1 |
| Insurance contract or identification number | 473738 | | Number of Individuals Covered | 113 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $5,309 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,704 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,309 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 473738 |
| Policy instance | 1 |
| Insurance contract or identification number | 473738 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $9,982 | | Total amount of fees paid to insurance company | USD $499 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,544 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,982 | | Amount paid for insurance broker fees | 499 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 473738 |
| Policy instance | 1 |
| Insurance contract or identification number | 473738 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $11,067 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $67,561 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,067 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 242875 |
| Policy instance | 1 |
| Insurance contract or identification number | 242875 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $6,373 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,588 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,373 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 242875 |
| Policy instance | 1 |
| Insurance contract or identification number | 242875 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2016-12-01 | | Insurance policy end date | 2017-11-30 | | Total amount of commissions paid to insurance broker | USD $5,957 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,842 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10169405 |
| Policy instance | 1 |
| Insurance contract or identification number | 10169405 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $4,301 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,674 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,301 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM MORRIS GROUP PA |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10169405 |
| Policy instance | 1 |
| Insurance contract or identification number | 10169405 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2013-12-01 | | Insurance policy end date | 2014-11-30 | | Total amount of commissions paid to insurance broker | USD $4,673 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,151 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,673 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM MORRIS GROUP PA |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10169405 |
| Policy instance | 1 |
| Insurance contract or identification number | 10169405 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | Total amount of commissions paid to insurance broker | USD $4,728 | | Total amount of fees paid to insurance company | USD $1,213 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,882 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,728 | | Amount paid for insurance broker fees | 1213 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM MORRIS GROUP PA |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10169405 |
| Policy instance | 1 |
| Insurance contract or identification number | 10169405 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $4,782 | | Total amount of fees paid to insurance company | USD $1,213 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,883 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,782 | | Amount paid for insurance broker fees | 1213 | | Additional information about fees paid to insurance broker | BRKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM MORRIS GROUP PA |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5453154 |
| Policy instance | 1 |
| Insurance contract or identification number | 5453154 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $7,549 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,326 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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