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LACERTA GROUP, LLC LIFE PLAN 401k Plan overview

Plan NameLACERTA GROUP, LLC LIFE PLAN
Plan identification number 501

LACERTA GROUP, LLC LIFE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

LACERTA GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:LACERTA GROUP, LLC
Employer identification number (EIN):043180539
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LACERTA GROUP, LLC LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01KATHY FRANKLIN
5012023-10-01
5012023-10-01KATHY FRANKLIN
5012022-10-01
5012022-10-01KATHY FRANKLIN

Form 5500 Responses for LACERTA GROUP, LLC LIFE PLAN

2023: LACERTA GROUP, LLC LIFE PLAN 2023 form 5500 responses
2023-10-01Type of plan entitySingle employer plan
2023-10-01Submission has been amendedNo
2023-10-01This submission is the final filingNo
2023-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-10-01Plan is a collectively bargained planNo
2023-10-01Plan funding arrangement – InsuranceYes
2023-10-01Plan benefit arrangement – InsuranceYes
2022: LACERTA GROUP, LLC LIFE PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01First time form 5500 has been submittedYes
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number955233
Policy instance 1
Insurance contract or identification number955233
Number of Individuals Covered419
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $10,128
Total amount of fees paid to insurance companyUSD $1,093
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 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 $63,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number955233
Policy instance 1

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