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SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 401k Plan overview

Plan NameSUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN
Plan identification number 506

SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SUMMIT PARTNERS, LP has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT PARTNERS, LP
Employer identification number (EIN):043478657
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062015-10-23BRENDA A. FRANCIOSE
5062014-10-23BRENDA A. FRANCIOSE
5062013-10-23BRENDA A. FRANCIOSE
5062012-10-23BRENDA A. FRANCIOSE
5062011-10-23BRENDA A. FRANCIOSE
5062010-10-23BRENDA A. FRANCIOSE
5062009-10-23BRENDA A. FRANCIOSE

Plan Statistics for SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN

401k plan membership statisitcs for SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN

Measure Date Value
2015: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-23125
Total number of active participants reported on line 7a of the Form 55002015-10-230
Number of retired or separated participants receiving benefits2015-10-230
Number of other retired or separated participants entitled to future benefits2015-10-230
Total of all active and inactive participants2015-10-230
2014: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-23125
Total number of active participants reported on line 7a of the Form 55002014-10-23139
Number of retired or separated participants receiving benefits2014-10-230
Number of other retired or separated participants entitled to future benefits2014-10-230
Total of all active and inactive participants2014-10-23139
2013: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-23121
Total number of active participants reported on line 7a of the Form 55002013-10-23139
Number of retired or separated participants receiving benefits2013-10-230
Number of other retired or separated participants entitled to future benefits2013-10-230
Total of all active and inactive participants2013-10-23139
2012: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-23118
Total number of active participants reported on line 7a of the Form 55002012-10-23121
Number of retired or separated participants receiving benefits2012-10-230
Number of other retired or separated participants entitled to future benefits2012-10-230
Total of all active and inactive participants2012-10-23121
2011: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-23124
Total number of active participants reported on line 7a of the Form 55002011-10-23118
Number of retired or separated participants receiving benefits2011-10-230
Number of other retired or separated participants entitled to future benefits2011-10-230
Total of all active and inactive participants2011-10-23118
2010: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-23136
Total number of active participants reported on line 7a of the Form 55002010-10-23144
Number of retired or separated participants receiving benefits2010-10-230
Number of other retired or separated participants entitled to future benefits2010-10-230
Total of all active and inactive participants2010-10-23144
2009: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-23136
Total number of active participants reported on line 7a of the Form 55002009-10-23137
Number of retired or separated participants receiving benefits2009-10-230
Number of other retired or separated participants entitled to future benefits2009-10-230
Total of all active and inactive participants2009-10-23137

Form 5500 Responses for SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN

2015: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2015 form 5500 responses
2015-10-23Type of plan entitySingle employer plan
2015-10-23Submission has been amendedNo
2015-10-23This submission is the final filingYes
2015-10-23This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-23Plan is a collectively bargained planNo
2015-10-23Plan funding arrangement – InsuranceYes
2015-10-23Plan benefit arrangement – InsuranceYes
2014: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2014 form 5500 responses
2014-10-23Type of plan entitySingle employer plan
2014-10-23Submission has been amendedNo
2014-10-23This submission is the final filingNo
2014-10-23This return/report is a short plan year return/report (less than 12 months)No
2014-10-23Plan is a collectively bargained planNo
2014-10-23Plan funding arrangement – InsuranceYes
2014-10-23Plan benefit arrangement – InsuranceYes
2013: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2013 form 5500 responses
2013-10-23Type of plan entitySingle employer plan
2013-10-23Submission has been amendedNo
2013-10-23This submission is the final filingNo
2013-10-23This return/report is a short plan year return/report (less than 12 months)No
2013-10-23Plan is a collectively bargained planNo
2013-10-23Plan funding arrangement – InsuranceYes
2013-10-23Plan benefit arrangement – InsuranceYes
2012: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2012 form 5500 responses
2012-10-23Type of plan entitySingle employer plan
2012-10-23Submission has been amendedNo
2012-10-23This submission is the final filingNo
2012-10-23This return/report is a short plan year return/report (less than 12 months)No
2012-10-23Plan is a collectively bargained planNo
2012-10-23Plan funding arrangement – InsuranceYes
2012-10-23Plan benefit arrangement – InsuranceYes
2011: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2011 form 5500 responses
2011-10-23Type of plan entitySingle employer plan
2011-10-23Submission has been amendedNo
2011-10-23This submission is the final filingNo
2011-10-23This return/report is a short plan year return/report (less than 12 months)No
2011-10-23Plan is a collectively bargained planNo
2011-10-23Plan funding arrangement – InsuranceYes
2011-10-23Plan benefit arrangement – InsuranceYes
2010: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2010 form 5500 responses
2010-10-23Type of plan entitySingle employer plan
2010-10-23Submission has been amendedNo
2010-10-23This submission is the final filingNo
2010-10-23This return/report is a short plan year return/report (less than 12 months)No
2010-10-23Plan is a collectively bargained planNo
2010-10-23Plan funding arrangement – InsuranceYes
2010-10-23Plan benefit arrangement – InsuranceYes
2009: SUMMIT PARTNERS, LP BUSINESS TRAVEL ACCIDENT PLAN 2009 form 5500 responses
2009-10-23Type of plan entitySingle employer plan
2009-10-23First time form 5500 has been submittedYes
2009-10-23Submission has been amendedNo
2009-10-23This submission is the final filingNo
2009-10-23This return/report is a short plan year return/report (less than 12 months)No
2009-10-23Plan is a collectively bargained planNo
2009-10-23Plan funding arrangement – InsuranceYes
2009-10-23Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99067722
Policy instance 1
Insurance contract or identification number99067722
Number of Individuals Covered0
Insurance policy start date2015-10-23
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99067722
Policy instance 1
Insurance contract or identification number99067722
Number of Individuals Covered139
Insurance policy start date2014-10-23
Insurance policy end date2015-10-22
Total amount of commissions paid to insurance brokerUSD $270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $270
Insurance broker organization code?3
Insurance broker nameWILLIS OF MASSACHUSETTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99067722
Policy instance 1
Insurance contract or identification number99067722
Number of Individuals Covered139
Insurance policy start date2013-10-23
Insurance policy end date2014-10-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $270
Insurance broker organization code?3
Insurance broker nameWILLIS OF MASSACHUSETTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99067722
Policy instance 1
Insurance contract or identification number99067722
Number of Individuals Covered121
Insurance policy start date2012-10-23
Insurance policy end date2013-10-22
Total amount of commissions paid to insurance brokerUSD $270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $270
Insurance broker organization code?3
Insurance broker nameWILLIS OF MASSACHUSETTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99067722
Policy instance 1
Insurance contract or identification number99067722
Number of Individuals Covered118
Insurance policy start date2011-10-23
Insurance policy end date2012-10-22
Total amount of commissions paid to insurance brokerUSD $270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $270
Insurance broker organization code?3
Insurance broker nameWILLIS OF MASSACHUSETTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99067722
Policy instance 1
Insurance contract or identification number99067722
Number of Individuals Covered144
Insurance policy start date2010-10-23
Insurance policy end date2011-10-22
Total amount of commissions paid to insurance brokerUSD $236
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $236
Insurance broker organization code?3
Insurance broker nameWILLIS OF MASSACHUSETTS, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99067722
Policy instance 1
Insurance contract or identification number99067722
Number of Individuals Covered137
Insurance policy start date2009-10-23
Insurance policy end date2010-10-22
Total amount of commissions paid to insurance brokerUSD $225
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $225
Insurance broker organization code?3
Insurance broker nameWILLIS OF MASSACHUSETTS, INC.

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