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L & F DISTRIBUTORS WELFARE BENEFIT PLAN 401k Plan overview

Plan NameL & F DISTRIBUTORS WELFARE BENEFIT PLAN
Plan identification number 501

L & F DISTRIBUTORS WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

L & F DISTRIBUTORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:L & F DISTRIBUTORS, LLC
Employer identification number (EIN):742200646
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L & F DISTRIBUTORS WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-03-01DAVID JACKSON
5012023-03-01
5012023-03-01DAVID JACKSON
5012022-03-01
5012022-03-01DAVID JACKSON
5012021-03-01
5012021-03-01DAVID JACKSON
5012020-03-01
5012019-03-01
5012017-03-01
5012016-03-01
5012015-03-01
5012014-03-01
5012013-03-01
5012012-03-01JOE LAMANTIA III
5012011-03-01JOE LAMANTIA III
5012010-03-01JOE LAMANTIA III
5012009-03-01JOE LAMANTIA III
5012008-03-01CLARE BERCOT

Plan Statistics for L & F DISTRIBUTORS WELFARE BENEFIT PLAN

401k plan membership statisitcs for L & F DISTRIBUTORS WELFARE BENEFIT PLAN

Measure Date Value
2023: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-03-011,007
Total number of active participants reported on line 7a of the Form 55002023-03-011,031
Number of retired or separated participants receiving benefits2023-03-012
Number of other retired or separated participants entitled to future benefits2023-03-010
Total of all active and inactive participants2023-03-011,033
2022: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-01949
Total number of active participants reported on line 7a of the Form 55002022-03-01963
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-010
Total of all active and inactive participants2022-03-01963
2021: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-01947
Total number of active participants reported on line 7a of the Form 55002021-03-01974
Number of retired or separated participants receiving benefits2021-03-013
Number of other retired or separated participants entitled to future benefits2021-03-010
Total of all active and inactive participants2021-03-01977
2020: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-01881
Total number of active participants reported on line 7a of the Form 55002020-03-01947
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-01947
2019: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01925
Total number of active participants reported on line 7a of the Form 55002019-03-01881
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-01881
2017: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01785
Total number of active participants reported on line 7a of the Form 55002017-03-01956
Total of all active and inactive participants2017-03-01956
2016: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01892
Total number of active participants reported on line 7a of the Form 55002016-03-01785
Total of all active and inactive participants2016-03-01785
2015: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01655
Total number of active participants reported on line 7a of the Form 55002015-03-01892
Total of all active and inactive participants2015-03-01892
2014: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01712
Total number of active participants reported on line 7a of the Form 55002014-03-01655
Total of all active and inactive participants2014-03-01655
2013: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01687
Total number of active participants reported on line 7a of the Form 55002013-03-01712
Total of all active and inactive participants2013-03-01712
2012: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01631
Total number of active participants reported on line 7a of the Form 55002012-03-01687
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-01687
2011: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01498
Total number of active participants reported on line 7a of the Form 55002011-03-01631
Total of all active and inactive participants2011-03-01631
2010: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01502
Total number of active participants reported on line 7a of the Form 55002010-03-01498
Total of all active and inactive participants2010-03-01498
Total participants2010-03-01498
2009: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01494
Total number of active participants reported on line 7a of the Form 55002009-03-01502
Total of all active and inactive participants2009-03-01502
Total participants2009-03-01502
2008: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year2008-03-010
Total number of active participants reported on line 7a of the Form 55002008-03-01494
Total of all active and inactive participants2008-03-01494
Total participants2008-03-01494

Form 5500 Responses for L & F DISTRIBUTORS WELFARE BENEFIT PLAN

2023: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2023 form 5500 responses
2023-03-01Type of plan entitySingle employer plan
2023-03-01Submission has been amendedNo
2023-03-01This submission is the final filingNo
2023-03-01This return/report is a short plan year return/report (less than 12 months)No
2023-03-01Plan is a collectively bargained planNo
2023-03-01Plan funding arrangement – General assets of the sponsorYes
2023-03-01Plan benefit arrangement – General assets of the sponsorYes
2022: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – General assets of the sponsorYes
2022-03-01Plan benefit arrangement – General assets of the sponsorYes
2021: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – General assets of the sponsorYes
2021-03-01Plan benefit arrangement – General assets of the sponsorYes
2020: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – General assets of the sponsorYes
2020-03-01Plan benefit arrangement – General assets of the sponsorYes
2019: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – General assets of the sponsorYes
2019-03-01Plan benefit arrangement – General assets of the sponsorYes
2017: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes
2008: L & F DISTRIBUTORS WELFARE BENEFIT PLAN 2008 form 5500 responses
2008-03-01Type of plan entitySingle employer plan
2008-03-01First time form 5500 has been submittedYes
2008-03-01Submission has been amendedNo
2008-03-01This submission is the final filingNo
2008-03-01This return/report is a short plan year return/report (less than 12 months)No
2008-03-01Plan is a collectively bargained planNo
2008-03-01Plan funding arrangement – InsuranceYes
2008-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number210130
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30074307
Policy instance 3
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberEMCL17100121005
Policy instance 2
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ03464
Policy instance 1
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number16250
Policy instance 3
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberEMCL15100121003
Policy instance 2
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ03464
Policy instance 1
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ03464
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12232022
Policy instance 6
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberEMCL14100121002
Policy instance 5
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 )
Policy contract numberE9193707
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFBK960011
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12232022
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFBK960011
Policy instance 1
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract numberEMCL13100121001
Policy instance 5
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 )
Policy contract numberE9193707
Policy instance 4
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ03464
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12232022
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFBK960011
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12232022
Policy instance 3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ03464
Policy instance 4
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number24196
Policy instance 1
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 )
Policy contract numberE9193707
Policy instance 7
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCADM1008
Policy instance 6
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberFSC 9134726
Policy instance 5
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number666353
Policy instance 4
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberFSC 9134726
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12232022
Policy instance 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFBK960011
Policy instance 2
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number24196
Policy instance 1
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract numberG2011
Policy instance 7
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ03464
Policy instance 5
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract numberG2011
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number666353
Policy instance 6
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number24196
Policy instance 5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFBK960011
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12232022
Policy instance 3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberGFZ03464
Policy instance 2

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