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TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 401k Plan overview

Plan NameTIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC
Plan identification number 502

TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC Benefits

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

401k Sponsoring company profile

HAMDEN HALL SCHOOL, INC has sponsored the creation of one or more 401k plans.

Company Name:HAMDEN HALL SCHOOL, INC
Employer identification number (EIN):060662137
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-12-01BENELYN ARPINE2023-06-03
5022020-12-01BETH REILLY2022-06-27
5022019-12-01
5022018-12-01BENELYN ARPINE2020-06-18
5022017-12-01BENELYN ARPINE2019-06-24
5022016-12-01
5022015-12-01
5022014-12-01
5022013-12-01
5022012-12-01BENELYN ARPINE
5022011-12-01CHRISTINE FESTA
5022009-12-01CHRISTINE FESTA
5022008-12-01

Plan Statistics for TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC

401k plan membership statisitcs for TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC

Measure Date Value
2021: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2021 401k membership
Total participants, beginning-of-year2021-12-01134
Total number of active participants reported on line 7a of the Form 55002021-12-01141
Total of all active and inactive participants2021-12-01141
2020: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2020 401k membership
Total participants, beginning-of-year2020-12-01130
Total number of active participants reported on line 7a of the Form 55002020-12-01134
Total of all active and inactive participants2020-12-01134
2019: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2019 401k membership
Total participants, beginning-of-year2019-12-01123
Total number of active participants reported on line 7a of the Form 55002019-12-01130
Total of all active and inactive participants2019-12-01130
2018: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2018 401k membership
Total participants, beginning-of-year2018-12-01120
Total number of active participants reported on line 7a of the Form 55002018-12-01123
Total of all active and inactive participants2018-12-01123
2017: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2017 401k membership
Total participants, beginning-of-year2017-12-01119
Total number of active participants reported on line 7a of the Form 55002017-12-01120
Total of all active and inactive participants2017-12-01120
2016: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2016 401k membership
Total participants, beginning-of-year2016-12-01119
Total number of active participants reported on line 7a of the Form 55002016-12-01119
Total of all active and inactive participants2016-12-01119
2015: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2015 401k membership
Total participants, beginning-of-year2015-12-01117
Total number of active participants reported on line 7a of the Form 55002015-12-01119
Total of all active and inactive participants2015-12-01119
2014: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2014 401k membership
Total participants, beginning-of-year2014-12-01115
Total number of active participants reported on line 7a of the Form 55002014-12-01117
Total of all active and inactive participants2014-12-01117
2013: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2013 401k membership
Total participants, beginning-of-year2013-12-01112
Total number of active participants reported on line 7a of the Form 55002013-12-01115
Total of all active and inactive participants2013-12-01115
2012: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2012 401k membership
Total participants, beginning-of-year2012-12-01111
Total number of active participants reported on line 7a of the Form 55002012-12-01112
Total of all active and inactive participants2012-12-01112
2011: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2011 401k membership
Total participants, beginning-of-year2011-12-01111
Total number of active participants reported on line 7a of the Form 55002011-12-01111
Total of all active and inactive participants2011-12-01111
2009: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2009 401k membership
Total participants, beginning-of-year2009-12-01112
Total number of active participants reported on line 7a of the Form 55002009-12-01114
Total of all active and inactive participants2009-12-01114

Form 5500 Responses for TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC

2021: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan benefit arrangement – InsuranceYes
2020: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan benefit arrangement – InsuranceYes
2019: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan benefit arrangement – InsuranceYes
2018: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – InsuranceYes
2017: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – InsuranceYes
2016: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – InsuranceYes
2015: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan benefit arrangement – InsuranceYes
2014: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan benefit arrangement – InsuranceYes
2013: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan benefit arrangement – InsuranceYes
2012: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan benefit arrangement – InsuranceYes
2011: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan benefit arrangement – InsuranceYes
2009: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01This submission is the final filingNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan benefit arrangement – InsuranceYes
2008: TIAA GROUP LIFE, GROUP DISABILITY AND COLLECTIVE LIFE INSURANCE PLAN FOR HAMDEN HALL COUNTRY DAY SC 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00575364
Policy instance 2
Insurance contract or identification number00575364
Number of Individuals Covered136
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $6,996
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD & D.,LIFE, VOL. SPEC. DISEASE,
Welfare Benefit Premiums Paid to CarrierUSD $45,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,700
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number223068
Policy instance 1
Insurance contract or identification number223068
Number of Individuals Covered141
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $4,382
Total amount of fees paid to insurance companyUSD $447
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,362
Insurance broker organization code?3
Amount paid for insurance broker fees447
Additional information about fees paid to insurance brokerBONUS
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00575364
Policy instance 2
Insurance contract or identification number00575364
Number of Individuals Covered134
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $5,569
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D., VOL. SPECIFIED DISEASE,
Welfare Benefit Premiums Paid to CarrierUSD $35,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,620
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number223068
Policy instance 1
Insurance contract or identification number223068
Number of Individuals Covered128
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $3,001
Total amount of fees paid to insurance companyUSD $324
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,107
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,706
Insurance broker organization code?3
Amount paid for insurance broker fees324
Additional information about fees paid to insurance brokerBONUSBONUS AMOUNT
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00575364
Policy instance 3
Insurance contract or identification number00575364
Number of Individuals Covered130
Insurance policy start date2020-07-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $2,688
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D., VOL. SPECIFIED DISEASE,
Welfare Benefit Premiums Paid to CarrierUSD $16,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,749
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number541365
Policy instance 1
Insurance contract or identification number541365
Number of Individuals Covered124
Insurance policy start date2019-12-01
Insurance policy end date2020-07-01
Total amount of commissions paid to insurance brokerUSD $1,637
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $16,407
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,637
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number223068
Policy instance 2
Insurance contract or identification number223068
Number of Individuals Covered124
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $2,911
Total amount of fees paid to insurance companyUSD $101
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,669
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Amount paid for insurance broker fees101
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number541365
Policy instance 1
Insurance contract or identification number541365
Number of Individuals Covered122
Insurance policy start date2018-12-01
Insurance policy end date2019-12-01
Total amount of commissions paid to insurance brokerUSD $2,635
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $29,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,635
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number223068
Policy instance 2
Insurance contract or identification number223068
Number of Individuals Covered123
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $3,072
Total amount of fees paid to insurance companyUSD $296
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,072
Insurance broker organization code?3
Amount paid for insurance broker fees296
Additional information about fees paid to insurance brokerBONUS AMOUNT
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number223068
Policy instance 2
Insurance contract or identification number223068
Number of Individuals Covered117
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $2,458
Total amount of fees paid to insurance companyUSD $296
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number541365
Policy instance 1
Insurance contract or identification number541365
Number of Individuals Covered120
Insurance policy start date2017-12-01
Insurance policy end date2018-12-01
Total amount of commissions paid to insurance brokerUSD $2,265
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $24,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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