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STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 401k Plan overview

Plan NameSTEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN
Plan identification number 501

STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

STEPPINGSTONE DAY SCHOOL INC has sponsored the creation of one or more 401k plans.

Company Name:STEPPINGSTONE DAY SCHOOL INC
Employer identification number (EIN):112658604
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-07-01SUZANNE MARTIN
5012014-07-01SUZANNE MARTIN
5012013-07-01SUZANNE MARTIN
5012012-07-01SUZANNE MARTIN
5012011-07-01SUZANNE MARTIN

Plan Statistics for STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN

401k plan membership statisitcs for STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN

Measure Date Value
2015: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01209
Total number of active participants reported on line 7a of the Form 55002015-07-01194
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01194
2014: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01229
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-010
2013: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01233
Total number of active participants reported on line 7a of the Form 55002013-07-01229
Total of all active and inactive participants2013-07-01229
2012: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01227
Total number of active participants reported on line 7a of the Form 55002012-07-01233
Total of all active and inactive participants2012-07-01233
2011: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01220
Total number of active participants reported on line 7a of the Form 55002011-07-01227
Total of all active and inactive participants2011-07-01227

Financial Data on STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN

Measure Date Value
2016 : STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-06-30$0
Total plan assets at end of year2016-06-30$0
Total plan assets at beginning of year2016-06-30$0
Net plan assets at end of year (total assets less liabilities)2016-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$0
2015 : STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-06-30$0
Total plan assets at end of year2015-06-30$0
Total plan assets at beginning of year2015-06-30$0
Net plan assets at end of year (total assets less liabilities)2015-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$0
2014 : STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-06-30$0
Total plan assets at end of year2014-06-30$0
Total plan assets at beginning of year2014-06-30$0
Net plan assets at end of year (total assets less liabilities)2014-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$0
2013 : STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-06-30$0
Total plan assets at end of year2013-06-30$0
Total plan assets at beginning of year2013-06-30$0
Net plan assets at end of year (total assets less liabilities)2013-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$0

Form 5500 Responses for STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN

2015: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: STEPPINGSTONE DAY SCHOOL INC WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSS40785
Policy instance 1
Insurance contract or identification numberSS40785
Number of Individuals Covered194
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $60,841
Total amount of fees paid to insurance companyUSD $28,660
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,673
Additional information about fees paid to insurance brokerBONUS ADMIN
Insurance broker organization code?3
Amount paid for insurance broker fees28660
Insurance broker nameEMERSON REID LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00307821
Policy instance 2
Insurance contract or identification number00307821
Number of Individuals Covered71
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $444
Insurance broker organization code?3
Insurance broker nameNY RHB LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0772607
Policy instance 1
Insurance contract or identification number0772607
Number of Individuals Covered221
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $86,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,967
Additional information about fees paid to insurance brokerBONUS ADMIN
Insurance broker organization code?3
Insurance broker nameEMERSON REID LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00307821
Policy instance 2
Insurance contract or identification number00307821
Number of Individuals Covered86
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,590
Insurance broker organization code?3
Insurance broker nameS&W AGENCY
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSS5291
Policy instance 1
Insurance contract or identification numberSS5291
Number of Individuals Covered229
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $68,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,126
Additional information about fees paid to insurance brokerBONUS ADMIN
Insurance broker organization code?3
Insurance broker nameTHE SIGNATURE GROUP
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00307821
Policy instance 2
Insurance contract or identification number00307821
Number of Individuals Covered86
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,590
Insurance broker organization code?3
Insurance broker nameS&W AGENCY
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSS5291
Policy instance 1
Insurance contract or identification numberSS5291
Number of Individuals Covered227
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $69,712
Total amount of fees paid to insurance companyUSD $23,786
Welfare Benefit Premiums Paid to CarrierUSD $1,748,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,856
Additional information about fees paid to insurance brokerBONUS ADMIN
Insurance broker organization code?3
Amount paid for insurance broker fees23786
Insurance broker nameTSG FINANCIAL
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSS5291
Policy instance 1
Insurance contract or identification numberSS5291
Number of Individuals Covered227
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $64,830
Total amount of fees paid to insurance companyUSD $22,554
Welfare Benefit Premiums Paid to CarrierUSD $1,631,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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