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SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN 401k Plan overview

Plan NameSAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN
Plan identification number 502

SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

SAN FRANCISCO CONSERVATORY OF MUSIC has sponsored the creation of one or more 401k plans.

Company Name:SAN FRANCISCO CONSERVATORY OF MUSIC
Employer identification number (EIN):941156610
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-05-01MICHAEL PATTERSON2024-10-04 MICHAEL PATTERSON2024-10-04

Plan Statistics for SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN

401k plan membership statisitcs for SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN

Measure Date Value
2023: SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year2023-05-01100
Total number of active participants reported on line 7a of the Form 55002023-05-01105
Number of retired or separated participants receiving benefits2023-05-010
Number of other retired or separated participants entitled to future benefits2023-05-010
Total of all active and inactive participants2023-05-01105

Form 5500 Responses for SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN

2023: SAN FRANCISCO CONSERVATORY OF MUSIC WELFARE BENEFITS PLAN 2023 form 5500 responses
2023-05-01Type of plan entitySingle employer plan
2023-05-01First time form 5500 has been submittedYes
2023-05-01Submission has been amendedNo
2023-05-01This submission is the final filingNo
2023-05-01This return/report is a short plan year return/report (less than 12 months)No
2023-05-01Plan is a collectively bargained planNo
2023-05-01Plan funding arrangement – InsuranceYes
2023-05-01Plan funding arrangement – General assets of the sponsorYes
2023-05-01Plan benefit arrangement – InsuranceYes
2023-05-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AZCP
Policy instance 1
Insurance contract or identification numberG000AZCP
Number of Individuals Covered105
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $3,892
Total amount of fees paid to insurance companyUSD $2,443
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, VOL LIFE & AD&D
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 $38,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number136009775
Policy instance 2
Insurance contract or identification number136009775
Number of Individuals Covered224
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $8,173
Total amount of fees paid to insurance companyUSD $0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
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 $101,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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