DANIEL, COKER, HORTON & BELL, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A.
401k plan membership statisitcs for GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A.
| Measure | Date | Value |
|---|
| 2022: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 24 |
| 2021: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 65 |
| 2020: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 77 |
| 2019: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 78 |
| 2018: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 81 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 81 |
| 2017: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 81 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 81 |
| 2016: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 84 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 84 |
| 2015: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 89 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 89 |
| 2014: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 96 |
| 2013: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 95 |
| Total of all active and inactive participants | 2013-01-01 | 95 |
| 2012: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 95 |
| Total of all active and inactive participants | 2012-01-01 | 95 |
| 2011: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 100 |
| Total of all active and inactive participants | 2011-01-01 | 100 |
| 2009: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 108 |
| Total of all active and inactive participants | 2009-01-01 | 108 |
| 2022: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 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: GROUP LIFE PLAN OF DANIEL, COKER, HORTON & BELL, P.A. 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B4SV |
| Policy instance | 1 |
| Insurance contract or identification number | G000B4SV | | Number of Individuals Covered | 24 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,752 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,343 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,752 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B4SV |
| Policy instance | 1 |
| Insurance contract or identification number | G000B4SV | | Number of Individuals Covered | 65 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,227 | | Total amount of fees paid to insurance company | USD $1,688 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,512 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,227 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1397 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B4SV |
| Policy instance | 1 |
| Insurance contract or identification number | G000B4SV | | Number of Individuals Covered | 77 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,491 | | Total amount of fees paid to insurance company | USD $305 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,277 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,491 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 305 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B4SV |
| Policy instance | 1 |
| Insurance contract or identification number | G000B4SV | | Number of Individuals Covered | 78 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,669 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,463 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,669 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05942423 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05942423 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,965 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,965 | | Additional information about fees paid to insurance broker | BASE COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | THE WILLIAM MORRIS GROUP PA |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B4SV |
| Policy instance | 1 |
| Insurance contract or identification number | G000B4SV | | Number of Individuals Covered | 81 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,981 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,981 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Insurance broker name | THE WILLIAM MORRIS GROUP, PA |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00444735 |
| Policy instance | 1 |
| Insurance contract or identification number | 00444735 | | Number of Individuals Covered | 89 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,214 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,073 | | Additional information about fees paid to insurance broker | 3 | | Insurance broker organization code? | 3 | | Insurance broker name | PETRONE ASSOCIATES, INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00444735 |
| Policy instance | 1 |
| Insurance contract or identification number | 00444735 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $7,492 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,303 | | Additional information about fees paid to insurance broker | 3 | | Insurance broker organization code? | 3 | | Insurance broker name | PETRONE ASSOCIATES, INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00444735 |
| Policy instance | 1 |
| Insurance contract or identification number | 00444735 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $6,295 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,948 | | Additional information about fees paid to insurance broker | 3 | | Insurance broker organization code? | 3 | | Insurance broker name | PETRONE ASSOCIATES, INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00444735 |
| Policy instance | 1 |
| Insurance contract or identification number | 00444735 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,554 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,524 | | Additional information about fees paid to insurance broker | 3 | | Insurance broker organization code? | 3 | | Insurance broker name | PETRONE ASSOCIATES, INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00444735 |
| Policy instance | 1 |
| Insurance contract or identification number | 00444735 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,420 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00444735 |
| Policy instance | 1 |
| Insurance contract or identification number | 00444735 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $5,196 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,196 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM MORRIS GROUP |
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