THE SHUBERT ORGANIZATION, INC. has sponsored the creation of one or more 401k plans.
Additional information about THE SHUBERT ORGANIZATION, INC.
Submission information for form 5500 for 401k plan THE SHUBERT ORGANIZATION GROUP LIFE & AD&D
| Measure | Date | Value |
|---|
| 2022: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-02-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 224 |
| Total of all active and inactive participants | 2022-02-01 | 224 |
| 2021: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-02-01 | 172 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 196 |
| Total of all active and inactive participants | 2021-02-01 | 196 |
| 2020: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-02-01 | 282 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 172 |
| Total of all active and inactive participants | 2020-02-01 | 172 |
| 2019: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 283 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 282 |
| Total of all active and inactive participants | 2019-02-01 | 282 |
| 2018: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 279 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 271 |
| Number of retired or separated participants receiving benefits | 2018-02-01 | 12 |
| Total of all active and inactive participants | 2018-02-01 | 283 |
| 2017: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 276 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 267 |
| Number of retired or separated participants receiving benefits | 2017-02-01 | 12 |
| Total of all active and inactive participants | 2017-02-01 | 279 |
| Total participants | 2017-02-01 | 279 |
| 2016: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 265 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 265 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 11 |
| Total of all active and inactive participants | 2016-02-01 | 276 |
| Total participants | 2016-02-01 | 276 |
| 2015: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 221 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 254 |
| Number of retired or separated participants receiving benefits | 2015-02-01 | 11 |
| Total of all active and inactive participants | 2015-02-01 | 265 |
| Total participants | 2015-02-01 | 265 |
| 2014: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 236 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 208 |
| Number of retired or separated participants receiving benefits | 2014-02-01 | 13 |
| Total of all active and inactive participants | 2014-02-01 | 221 |
| Total participants | 2014-02-01 | 221 |
| 2013: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 228 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 223 |
| Number of retired or separated participants receiving benefits | 2013-02-01 | 13 |
| Total of all active and inactive participants | 2013-02-01 | 236 |
| Total participants | 2013-02-01 | 236 |
| 2012: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 221 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 215 |
| Number of retired or separated participants receiving benefits | 2012-02-01 | 13 |
| Total of all active and inactive participants | 2012-02-01 | 228 |
| Total participants | 2012-02-01 | 228 |
| 2011: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 209 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 208 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 13 |
| Total of all active and inactive participants | 2011-02-01 | 221 |
| Total participants | 2011-02-01 | 221 |
| 2010: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-02-01 | 205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 196 |
| Number of retired or separated participants receiving benefits | 2010-02-01 | 13 |
| Total of all active and inactive participants | 2010-02-01 | 209 |
| Total participants | 2010-02-01 | 209 |
| 2009: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 192 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 13 |
| Total of all active and inactive participants | 2009-02-01 | 205 |
| Total participants | 2009-02-01 | 205 |
| 2022: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2022 form 5500 responses |
|---|
| 2022-02-01 | Type of plan entity | Single employer plan |
| 2022-02-01 | Plan funding arrangement – Insurance | Yes |
| 2022-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2021 form 5500 responses |
|---|
| 2021-02-01 | Type of plan entity | Single employer plan |
| 2021-02-01 | Plan funding arrangement – Insurance | Yes |
| 2021-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2020 form 5500 responses |
|---|
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | Plan funding arrangement – Insurance | Yes |
| 2020-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | Plan funding arrangement – Insurance | Yes |
| 2019-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Plan funding arrangement – Insurance | Yes |
| 2018-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Plan funding arrangement – Insurance | Yes |
| 2017-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Plan funding arrangement – Insurance | Yes |
| 2016-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Plan funding arrangement – Insurance | Yes |
| 2015-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Plan funding arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Plan funding arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Plan funding arrangement – Insurance | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Plan funding arrangement – Insurance | Yes |
| 2011-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2010 form 5500 responses |
|---|
| 2010-02-01 | Type of plan entity | Single employer plan |
| 2010-02-01 | Plan funding arrangement – Insurance | Yes |
| 2010-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Plan funding arrangement – Insurance | Yes |
| 2009-02-01 | Plan benefit arrangement – Insurance | Yes |
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 224 | | Insurance policy start date | 2022-02-01 | | Insurance policy end date | 2023-01-31 | | Total amount of commissions paid to insurance broker | USD $26,879 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $180,986 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,879 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 196 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2022-01-31 | | Total amount of commissions paid to insurance broker | USD $20,820 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $152,851 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,820 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 172 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $37,511 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $155,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,511 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 282 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $39,350 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $393,499 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39,350 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 283 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $31,545 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $210,300 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31,545 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 279 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $30,358 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $202,388 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,358 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 265 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $23,458 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $172,599 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,458 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 221 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $17,454 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $156,274 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,454 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | NY0188 |
| Policy instance | 1 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 236 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $23,465 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $156,964 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,465 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL125757 |
| Policy instance | 1 |
| Insurance contract or identification number | GL125757 | | Number of Individuals Covered | 228 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $16,200 | | Total amount of fees paid to insurance company | USD $4,531 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $107,998 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,200 | | Amount paid for insurance broker fees | 4531 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | NY0188 |
| Policy instance | 2 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 228 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $5,690 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $50,658 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,690 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC. |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL125757 |
| Policy instance | 1 |
| Insurance contract or identification number | GL125757 | | Number of Individuals Covered | 221 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Total amount of commissions paid to insurance broker | USD $22,797 | | Total amount of fees paid to insurance company | USD $3,310 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $151,980 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL125757 |
| Policy instance | 1 |
| Insurance contract or identification number | GL125757 | | Number of Individuals Covered | 209 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $22,141 | | Total amount of fees paid to insurance company | USD $3,704 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $147,608 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,141 | | Amount paid for insurance broker fees | 3704 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | KINLOCH CONSULTING GROUP, INC |
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