401k Plan data: SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN plan

SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN 401k Plan overview

Plan Name	SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN
Plan identification number	510

SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SYMMETRY PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: SYMMETRY PARTNERS, LLC

Employer identification number (EIN): 061482171

NAIC Classification: 523900

Additional information about SYMMETRY PARTNERS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2013-04-19

Company Identification Number: L13000057497

Legal Registered Office Address: 4111 CHULUOTA ROAD

ORLANDO

32820

More information about SYMMETRY PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
510 2017-04-01

Plan Statistics for SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN

401k plan membership statisitcs for SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN

Measure Date Value
2017: SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 100
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 102
Number of retired or separated participants receiving benefits 2017-04-01 2
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 104

Measure	Date	Value
2017: SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	100
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	102
Number of retired or separated participants receiving benefits	2017-04-01	2
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	104

Form 5500 Responses for SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN

2017: SYMMETRY PARTNERS, LLC WRAP BENEFIT PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	First time form 5500 has been submitted	Yes
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

01W9628

Policy instance

Insurance contract or identification number	01W9628
Number of Individuals Covered	185
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $43,269
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,081,718
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,269
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	USI INSURANCE SERVICES LLC

ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )

Policy contract number

485806

Policy instance

Insurance contract or identification number	485806
Number of Individuals Covered	87
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $3,867
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $77,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $3,867
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	USI INSURANCE SERVICES LLC

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )

Policy contract number

608778

Policy instance

Insurance contract or identification number	608778
Number of Individuals Covered	61
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $351
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $351
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	USI INSURANCE SERVICES LLC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GVTL0AW99

Policy instance

Insurance contract or identification number	GVTL0AW99
Number of Individuals Covered	102
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of commissions paid to insurance broker	USD $2,653
Total amount of fees paid to insurance company	USD $4,790
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $81,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,653
Amount paid for insurance broker fees	4790
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	USI INSURANCE SERVICES LLC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SYMMETRY PARTNERS, LLC
Employer identification number (EIN):	061482171
NAIC Classification:	523900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2013-04-19
Company Identification Number:	L13000057497
Legal Registered Office Address:	4111 CHULUOTA ROAD ORLANDO 32820