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| Plan Name | BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN |
| Plan identification number | 504 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | SERVIS ONE INC. DBA BSI FINANCIAL SERVICES, INC. |
| Employer identification number (EIN): | 043800293 |
| NAIC Classification: | 812990 |
| NAIC Description: | All Other Personal Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 504 | 2016-01-01 | ||||
| 504 | 2015-01-01 | ||||
| 504 | 2014-01-01 | CINDY WINTERS | 2018-10-19 | ||
| 504 | 2013-01-01 | CINDY WINTERS | |||
| 504 | 2012-01-01 | CINDY WINTERS |
| Measure | Date | Value |
|---|---|---|
| 2016: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 420 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| 2015: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 394 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 427 |
| Total of all active and inactive participants | 2015-01-01 | 427 |
| 2014: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 247 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 394 |
| Total of all active and inactive participants | 2014-01-01 | 394 |
| 2013: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 247 |
| Total of all active and inactive participants | 2013-01-01 | 247 |
| 2012: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 157 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 163 |
| Total of all active and inactive participants | 2012-01-01 | 163 |
| 2016: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2016 form 5500 responses | ||
|---|---|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BSI FINANCIAL SERVICES LIFE AND DISABILITY PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 215620 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 215620 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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