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UNUM LIFE INSURANCE PLAN 401k Plan overview

Plan NameUNUM LIFE INSURANCE PLAN
Plan identification number 502

UNUM LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

THE ALLIANCE GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE ALLIANCE GROUP
Employer identification number (EIN):911858530
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNUM LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-07-01
5022020-07-01
5022013-04-01DAVE MOHR DAVE MOHR2014-07-18
5022012-04-01DAVE MOHR DAVE MOHR2013-07-26
5022012-01-01DAVE MOHR DAVE MOHR2013-06-20
5022011-04-01DAVE MOHR
5022009-04-01DAVE MOHR
5022008-04-01DAVE MOHR
5022007-04-01DAVE MOHR
5022006-04-01DAVE MOHR
5022005-04-01DAVE MOHR
5022004-04-01DAVE MOHR

Plan Statistics for UNUM LIFE INSURANCE PLAN

401k plan membership statisitcs for UNUM LIFE INSURANCE PLAN

Measure Date Value
2021: UNUM LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0163
Total number of active participants reported on line 7a of the Form 55002021-07-01251
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01251
2020: UNUM LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0163
Total number of active participants reported on line 7a of the Form 55002020-07-0163
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-0163
2013: UNUM LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01152
Total number of active participants reported on line 7a of the Form 55002013-04-01146
Total of all active and inactive participants2013-04-01146
Total participants2013-04-01146
2012: UNUM LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01218
Total number of active participants reported on line 7a of the Form 55002012-04-01152
Total of all active and inactive participants2012-04-01152
Total participants2012-04-01152
Total participants, beginning-of-year2012-01-01218
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Total of all active and inactive participants2012-01-01152
Total participants2012-01-01152
2011: UNUM LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01201
Total number of active participants reported on line 7a of the Form 55002011-04-01218
Total of all active and inactive participants2011-04-01218
Total participants2011-04-01218
2009: UNUM LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01201
Total number of active participants reported on line 7a of the Form 55002009-04-01191
Total of all active and inactive participants2009-04-01191
Total participants2009-04-01191
2008: UNUM LIFE INSURANCE PLAN 2008 401k membership
Total participants, beginning-of-year2008-04-01196
Total number of active participants reported on line 7a of the Form 55002008-04-01201
Total of all active and inactive participants2008-04-01201
Total participants2008-04-01201
2007: UNUM LIFE INSURANCE PLAN 2007 401k membership
Total participants, beginning-of-year2007-04-01191
Total number of active participants reported on line 7a of the Form 55002007-04-01196
Total of all active and inactive participants2007-04-01196
Total participants2007-04-01196
2006: UNUM LIFE INSURANCE PLAN 2006 401k membership
Total participants, beginning-of-year2006-04-01170
Total number of active participants reported on line 7a of the Form 55002006-04-01191
Total of all active and inactive participants2006-04-01191
Total participants2006-04-01191
2005: UNUM LIFE INSURANCE PLAN 2005 401k membership
Total participants, beginning-of-year2005-04-01110
Total number of active participants reported on line 7a of the Form 55002005-04-01170
Total of all active and inactive participants2005-04-01170
Total participants2005-04-01170
2004: UNUM LIFE INSURANCE PLAN 2004 401k membership
Total participants, beginning-of-year2004-04-0169
Total number of active participants reported on line 7a of the Form 55002004-04-01110
Total of all active and inactive participants2004-04-01110
Total participants2004-04-01110

Form 5500 Responses for UNUM LIFE INSURANCE PLAN

2021: UNUM LIFE INSURANCE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: UNUM LIFE INSURANCE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: UNUM LIFE INSURANCE PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – General assets of the sponsorYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: UNUM LIFE INSURANCE PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedYes
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – General assets of the sponsorYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: UNUM LIFE INSURANCE PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – General assets of the sponsorYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: UNUM LIFE INSURANCE PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – General assets of the sponsorYes
2009-04-01Plan benefit arrangement – InsuranceYes
2008: UNUM LIFE INSURANCE PLAN 2008 form 5500 responses
2008-04-01Type of plan entitySingle employer plan
2008-04-01Submission has been amendedNo
2008-04-01This submission is the final filingNo
2008-04-01This return/report is a short plan year return/report (less than 12 months)No
2008-04-01Plan is a collectively bargained planNo
2008-04-01Plan funding arrangement – General assets of the sponsorYes
2008-04-01Plan benefit arrangement – InsuranceYes
2007: UNUM LIFE INSURANCE PLAN 2007 form 5500 responses
2007-04-01Type of plan entitySingle employer plan
2007-04-01Submission has been amendedNo
2007-04-01This submission is the final filingNo
2007-04-01This return/report is a short plan year return/report (less than 12 months)No
2007-04-01Plan is a collectively bargained planNo
2007-04-01Plan funding arrangement – General assets of the sponsorYes
2007-04-01Plan benefit arrangement – InsuranceYes
2006: UNUM LIFE INSURANCE PLAN 2006 form 5500 responses
2006-04-01Type of plan entitySingle employer plan
2006-04-01Submission has been amendedNo
2006-04-01This submission is the final filingNo
2006-04-01This return/report is a short plan year return/report (less than 12 months)No
2006-04-01Plan is a collectively bargained planNo
2006-04-01Plan funding arrangement – General assets of the sponsorYes
2006-04-01Plan benefit arrangement – InsuranceYes
2005: UNUM LIFE INSURANCE PLAN 2005 form 5500 responses
2005-04-01Type of plan entitySingle employer plan
2005-04-01Submission has been amendedNo
2005-04-01This submission is the final filingNo
2005-04-01This return/report is a short plan year return/report (less than 12 months)No
2005-04-01Plan is a collectively bargained planNo
2005-04-01Plan funding arrangement – General assets of the sponsorYes
2005-04-01Plan benefit arrangement – InsuranceYes
2004: UNUM LIFE INSURANCE PLAN 2004 form 5500 responses
2004-04-01Type of plan entitySingle employer plan
2004-04-01Submission has been amendedNo
2004-04-01This submission is the final filingNo
2004-04-01This return/report is a short plan year return/report (less than 12 months)No
2004-04-01Plan is a collectively bargained planNo
2004-04-01Plan funding arrangement – General assets of the sponsorYes
2004-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number100120
Policy instance 1
Insurance contract or identification number100120
Number of Individuals Covered251
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $2,283,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number100120
Policy instance 1
Insurance contract or identification number100120
Number of Individuals Covered293
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $1,083,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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