LULA-WESTFIELD, L.L.C. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: LONG TERM DISABILITY D 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 186 |
| Total of all active and inactive participants | 2022-06-01 | 186 |
| Total participants, beginning-of-year | 2022-03-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 91 |
| Total of all active and inactive participants | 2022-03-01 | 91 |
| 2021: LONG TERM DISABILITY D 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 214 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 192 |
| Total of all active and inactive participants | 2021-06-01 | 192 |
| Total participants, beginning-of-year | 2021-03-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 93 |
| Total of all active and inactive participants | 2021-03-01 | 93 |
| 2020: LONG TERM DISABILITY D 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 214 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 214 |
| Total of all active and inactive participants | 2020-06-01 | 214 |
| Total participants, beginning-of-year | 2020-03-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 94 |
| Total of all active and inactive participants | 2020-03-01 | 94 |
| 2019: LONG TERM DISABILITY D 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 201 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 214 |
| Total of all active and inactive participants | 2019-06-01 | 214 |
| Total participants, beginning-of-year | 2019-03-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 93 |
| Total of all active and inactive participants | 2019-03-01 | 93 |
| 2018: LONG TERM DISABILITY D 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 87 |
| Total of all active and inactive participants | 2018-03-01 | 87 |
| 2017: LONG TERM DISABILITY D 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 216 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 218 |
| Total of all active and inactive participants | 2017-06-01 | 218 |
| Total participants, beginning-of-year | 2017-03-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 85 |
| Total of all active and inactive participants | 2017-03-01 | 85 |
| 2016: LONG TERM DISABILITY D 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 202 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 216 |
| Total of all active and inactive participants | 2016-06-01 | 216 |
| Total participants, beginning-of-year | 2016-03-01 | 90 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 87 |
| Total of all active and inactive participants | 2016-03-01 | 87 |
| 2015: LONG TERM DISABILITY D 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 209 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 202 |
| Total of all active and inactive participants | 2015-06-01 | 202 |
| Total participants, beginning-of-year | 2015-03-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 90 |
| Total of all active and inactive participants | 2015-03-01 | 90 |
| 2014: LONG TERM DISABILITY D 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 209 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 209 |
| Total of all active and inactive participants | 2014-06-01 | 209 |
| Total participants, beginning-of-year | 2014-03-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 95 |
| Total of all active and inactive participants | 2014-03-01 | 95 |
| 2013: LONG TERM DISABILITY D 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 206 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 209 |
| Total of all active and inactive participants | 2013-06-01 | 209 |
| Total participants, beginning-of-year | 2013-03-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 96 |
| Total of all active and inactive participants | 2013-03-01 | 96 |
| 2012: LONG TERM DISABILITY D 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 194 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 206 |
| Total of all active and inactive participants | 2012-06-01 | 206 |
| Total participants, beginning-of-year | 2012-03-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 102 |
| Total of all active and inactive participants | 2012-03-01 | 102 |
| 2011: LONG TERM DISABILITY D 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 197 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 194 |
| Total of all active and inactive participants | 2011-06-01 | 194 |
| Total participants, beginning-of-year | 2011-03-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 101 |
| Total of all active and inactive participants | 2011-03-01 | 101 |
| 2010: LONG TERM DISABILITY D 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-03-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-03-01 | 103 |
| Total of all active and inactive participants | 2010-03-01 | 103 |
| 2009: LONG TERM DISABILITY D 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 217 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 109 |
| Total of all active and inactive participants | 2009-06-01 | 109 |
| Total participants, beginning-of-year | 2009-03-01 | 121 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 114 |
| Total of all active and inactive participants | 2009-03-01 | 114 |
| 2022: LONG TERM DISABILITY D 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-03-01 | Type of plan entity | Single employer plan |
| 2022-03-01 | Plan funding arrangement – Insurance | Yes |
| 2022-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: LONG TERM DISABILITY D 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | Plan funding arrangement – Insurance | Yes |
| 2021-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: LONG TERM DISABILITY D 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-03-01 | Type of plan entity | Single employer plan |
| 2020-03-01 | Plan funding arrangement – Insurance | Yes |
| 2020-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: LONG TERM DISABILITY D 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Plan funding arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: LONG TERM DISABILITY D 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Plan funding arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: LONG TERM DISABILITY D 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Plan funding arrangement – Insurance | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: LONG TERM DISABILITY D 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Plan funding arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: LONG TERM DISABILITY D 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: LONG TERM DISABILITY D 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Plan funding arrangement – Insurance | Yes |
| 2014-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: LONG TERM DISABILITY D 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | Plan funding arrangement – Insurance | Yes |
| 2013-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LONG TERM DISABILITY D 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Plan funding arrangement – Insurance | Yes |
| 2012-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: LONG TERM DISABILITY D 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Plan funding arrangement – Insurance | Yes |
| 2011-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: LONG TERM DISABILITY D 2010 form 5500 responses |
|---|
| 2010-03-01 | Type of plan entity | Single employer plan |
| 2010-03-01 | Plan funding arrangement – Insurance | Yes |
| 2010-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LONG TERM DISABILITY D 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | Yes |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | Plan funding arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 91 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-03-01 | | Total amount of commissions paid to insurance broker | USD $6,301 | | Total amount of fees paid to insurance company | USD $1,626 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,503 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| SOUTHERN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60009 ) |
| Policy contract number | 78622ERC |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| SOUTHERN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60009 ) |
| Policy contract number | 78622ERC |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| SOUTHERN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60009 ) |
| Policy contract number | 78622ERC |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| SOUTHERN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60009 ) |
| Policy contract number | 78622ERC |
| Policy instance | 2 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| SOUTHERN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60009 ) |
| Policy contract number | 78622ERC |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| SOUTHERN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60009 ) |
| Policy contract number | 78622ERC |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 063796 |
| Policy instance | 1 |
| SOUTHERN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60009 ) |
| Policy contract number | 78622ERC |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | 78622ERC |
| Policy instance | 1 |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 063796 |
| Policy instance | 1 |
