401k Plan data: LONG-TERM DISABILITY plan

LONG-TERM DISABILITY 401k Plan overview

Plan Name	LONG-TERM DISABILITY
Plan identification number	504

LONG-TERM DISABILITY Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Long-term disability cover

401k Sponsoring company profile

HEAD START OF GREATER DALLAS has sponsored the creation of one or more 401k plans.

Company Name: HEAD START OF GREATER DALLAS

Employer identification number (EIN): 752247281

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG-TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2023-05-01
504 2023-05-01 ROBELIA MOORE
504 2022-05-01
504 2022-05-01
504 2022-05-01 ROBELIA MOORE
504 2021-05-01
504 2021-05-01 ROBELIA MOORE
504 2020-05-01
504 2019-05-01
504 2017-11-01 BEVERLY JONES
504 2016-11-01 JOAN COX JOAN COX 2018-08-21
504 2015-11-01 JOAN COX JOAN COX 2018-08-21
504 2014-11-01 JOAN COX JOAN COX 2018-08-21
504 2013-11-01 JOAN COX JOAN COX 2015-02-06
504 2012-11-01 JOAN COX JOAN COX 2013-12-20
504 2011-11-01 JOAN COX JOAN COX 2013-02-21
504 2009-11-01 JOAN COX 2010-11-29
504 2009-11-01 JOAN COX

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
504	2023-05-01
504	2023-05-01	ROBELIA MOORE
504	2022-05-01
504	2022-05-01
504	2022-05-01	ROBELIA MOORE
504	2021-05-01
504	2021-05-01	ROBELIA MOORE
504	2020-05-01
504	2019-05-01
504	2017-11-01	BEVERLY JONES
504	2016-11-01	JOAN COX	JOAN COX	2018-08-21
504	2015-11-01	JOAN COX	JOAN COX	2018-08-21
504	2014-11-01	JOAN COX	JOAN COX	2018-08-21
504	2013-11-01	JOAN COX	JOAN COX	2015-02-06
504	2012-11-01	JOAN COX	JOAN COX	2013-12-20
504	2011-11-01	JOAN COX	JOAN COX	2013-02-21
504	2009-11-01		JOAN COX	2010-11-29
504	2009-11-01	JOAN COX

Plan Statistics for LONG-TERM DISABILITY

401k plan membership statisitcs for LONG-TERM DISABILITY

Measure Date Value
2023: LONG-TERM DISABILITY 2023 401k membership
Total participants, beginning-of-year 2023-05-01 391
Total number of active participants reported on line 7a of the Form 5500 2023-05-01 421
Total of all active and inactive participants 2023-05-01 421
Total participants 2023-05-01 421
2022: LONG-TERM DISABILITY 2022 401k membership
Total participants, beginning-of-year 2022-05-01 441
Total number of active participants reported on line 7a of the Form 5500 2022-05-01 391
Total of all active and inactive participants 2022-05-01 391
Total participants 2022-05-01 391
2021: LONG-TERM DISABILITY 2021 401k membership
Total participants, beginning-of-year 2021-05-01 480
Total number of active participants reported on line 7a of the Form 5500 2021-05-01 441
Total of all active and inactive participants 2021-05-01 441
Total participants 2021-05-01 441
2020: LONG-TERM DISABILITY 2020 401k membership
Total participants, beginning-of-year 2020-05-01 486
Total number of active participants reported on line 7a of the Form 5500 2020-05-01 480
Total of all active and inactive participants 2020-05-01 480
Total participants 2020-05-01 480
2019: LONG-TERM DISABILITY 2019 401k membership
Total participants, beginning-of-year 2019-05-01 569
Total number of active participants reported on line 7a of the Form 5500 2019-05-01 486
Total of all active and inactive participants 2019-05-01 486
Total participants 2019-05-01 486
2017: LONG-TERM DISABILITY 2017 401k membership
Total participants, beginning-of-year 2017-11-01 562
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 580
Total of all active and inactive participants 2017-11-01 580
Total participants 2017-11-01 580
2016: LONG-TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year 2016-11-01 614
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 586
Total of all active and inactive participants 2016-11-01 586
Total participants 2016-11-01 586
2015: LONG-TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year 2015-11-01 562
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 614
Total of all active and inactive participants 2015-11-01 614
Total participants 2015-11-01 614
2014: LONG-TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year 2014-11-01 573
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 562
Total of all active and inactive participants 2014-11-01 562
Total participants 2014-11-01 562
2013: LONG-TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year 2013-11-01 554
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 573
Total of all active and inactive participants 2013-11-01 573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 1
Total participants 2013-11-01 574
2012: LONG-TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year 2012-11-01 605
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 554
Total of all active and inactive participants 2012-11-01 554
Total participants 2012-11-01 554
2011: LONG-TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year 2011-11-01 637
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 605
Total of all active and inactive participants 2011-11-01 605
Total participants 2011-11-01 605
2009: LONG-TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year 2009-11-01 650
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 657
Total of all active and inactive participants 2009-11-01 657
Total participants 2009-11-01 657

Measure	Date	Value
2023: LONG-TERM DISABILITY 2023 401k membership
Total participants, beginning-of-year	2023-05-01	391
Total number of active participants reported on line 7a of the Form 5500	2023-05-01	421
Total of all active and inactive participants	2023-05-01	421
Total participants	2023-05-01	421
2022: LONG-TERM DISABILITY 2022 401k membership
Total participants, beginning-of-year	2022-05-01	441
Total number of active participants reported on line 7a of the Form 5500	2022-05-01	391
Total of all active and inactive participants	2022-05-01	391
Total participants	2022-05-01	391
2021: LONG-TERM DISABILITY 2021 401k membership
Total participants, beginning-of-year	2021-05-01	480
Total number of active participants reported on line 7a of the Form 5500	2021-05-01	441
Total of all active and inactive participants	2021-05-01	441
Total participants	2021-05-01	441
2020: LONG-TERM DISABILITY 2020 401k membership
Total participants, beginning-of-year	2020-05-01	486
Total number of active participants reported on line 7a of the Form 5500	2020-05-01	480
Total of all active and inactive participants	2020-05-01	480
Total participants	2020-05-01	480
2019: LONG-TERM DISABILITY 2019 401k membership
Total participants, beginning-of-year	2019-05-01	569
Total number of active participants reported on line 7a of the Form 5500	2019-05-01	486
Total of all active and inactive participants	2019-05-01	486
Total participants	2019-05-01	486
2017: LONG-TERM DISABILITY 2017 401k membership
Total participants, beginning-of-year	2017-11-01	562
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	580
Total of all active and inactive participants	2017-11-01	580
Total participants	2017-11-01	580
2016: LONG-TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year	2016-11-01	614
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	586
Total of all active and inactive participants	2016-11-01	586
Total participants	2016-11-01	586
2015: LONG-TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year	2015-11-01	562
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	614
Total of all active and inactive participants	2015-11-01	614
Total participants	2015-11-01	614
2014: LONG-TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year	2014-11-01	573
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	562
Total of all active and inactive participants	2014-11-01	562
Total participants	2014-11-01	562
2013: LONG-TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year	2013-11-01	554
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	573
Total of all active and inactive participants	2013-11-01	573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	1
Total participants	2013-11-01	574
2012: LONG-TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year	2012-11-01	605
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	554
Total of all active and inactive participants	2012-11-01	554
Total participants	2012-11-01	554
2011: LONG-TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year	2011-11-01	637
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	605
Total of all active and inactive participants	2011-11-01	605
Total participants	2011-11-01	605
2009: LONG-TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year	2009-11-01	650
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	657
Total of all active and inactive participants	2009-11-01	657
Total participants	2009-11-01	657

Form 5500 Responses for LONG-TERM DISABILITY

2023: LONG-TERM DISABILITY 2023 form 5500 responses
2023-05-01	Type of plan entity	Single employer plan
2023-05-01	Submission has been amended	No
2023-05-01	This submission is the final filing	No
2023-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-05-01	Plan is a collectively bargained plan	No
2023-05-01	Plan funding arrangement – Insurance	Yes
2023-05-01	Plan benefit arrangement – Insurance	Yes
2022: LONG-TERM DISABILITY 2022 form 5500 responses
2022-05-01	Type of plan entity	Single employer plan
2022-05-01	Submission has been amended	No
2022-05-01	This submission is the final filing	No
2022-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-05-01	Plan is a collectively bargained plan	No
2022-05-01	Plan funding arrangement – Insurance	Yes
2022-05-01	Plan benefit arrangement – Insurance	Yes
2021: LONG-TERM DISABILITY 2021 form 5500 responses
2021-05-01	Type of plan entity	Single employer plan
2021-05-01	Submission has been amended	No
2021-05-01	This submission is the final filing	No
2021-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-05-01	Plan is a collectively bargained plan	No
2021-05-01	Plan funding arrangement – Insurance	Yes
2021-05-01	Plan benefit arrangement – Insurance	Yes
2020: LONG-TERM DISABILITY 2020 form 5500 responses
2020-05-01	Type of plan entity	Single employer plan
2020-05-01	Submission has been amended	No
2020-05-01	This submission is the final filing	No
2020-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-05-01	Plan is a collectively bargained plan	No
2020-05-01	Plan funding arrangement – Insurance	Yes
2020-05-01	Plan benefit arrangement – Insurance	Yes
2019: LONG-TERM DISABILITY 2019 form 5500 responses
2019-05-01	Type of plan entity	Single employer plan
2019-05-01	Submission has been amended	No
2019-05-01	This submission is the final filing	No
2019-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-05-01	Plan is a collectively bargained plan	No
2019-05-01	Plan funding arrangement – Insurance	Yes
2019-05-01	Plan benefit arrangement – Insurance	Yes
2017: LONG-TERM DISABILITY 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Insurance	Yes
2017-11-01	Plan benefit arrangement – Insurance	Yes
2016: LONG-TERM DISABILITY 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	Yes
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Insurance	Yes
2016-11-01	Plan benefit arrangement – Insurance	Yes
2015: LONG-TERM DISABILITY 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	Yes
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Insurance	Yes
2015-11-01	Plan benefit arrangement – Insurance	Yes
2014: LONG-TERM DISABILITY 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	Yes
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2013: LONG-TERM DISABILITY 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2012: LONG-TERM DISABILITY 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes
2011: LONG-TERM DISABILITY 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2009: LONG-TERM DISABILITY 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )

Policy contract number

LK 0966290

Policy instance

Insurance contract or identification number	LK 0966290
Number of Individuals Covered	421
Insurance policy start date	2023-05-01
Insurance policy end date	2024-04-30
Total amount of commissions paid to insurance broker	USD $9,560
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $62,575
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )

Policy contract number

LK0966290

Policy instance

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )

Policy contract number

LK966290

Policy instance

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3890463188-01

Policy instance

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3890463188-01

Policy instance

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3-890-463188-

Policy instance

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HEAD START OF GREATER DALLAS
Employer identification number (EIN):	752247281
NAIC Classification:	624100
NAIC Description:	Individual and Family Services