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, INC. LONG TERM DISABILITY
401k plan membership statisitcs for THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY
| Measure | Date | Value |
|---|
| 2022: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 191 |
| Total of all active and inactive participants | 2022-04-01 | 191 |
| 2021: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 141 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 177 |
| Total of all active and inactive participants | 2021-04-01 | 177 |
| 2020: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 238 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 141 |
| Total of all active and inactive participants | 2020-04-01 | 141 |
| 2019: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 239 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 238 |
| Total of all active and inactive participants | 2019-04-01 | 238 |
| 2018: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 240 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 239 |
| Total of all active and inactive participants | 2018-04-01 | 239 |
| 2017: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 265 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 240 |
| Total of all active and inactive participants | 2017-04-01 | 240 |
| Total participants | 2017-04-01 | 240 |
| 2016: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 265 |
| Total of all active and inactive participants | 2016-04-01 | 265 |
| Total participants | 2016-04-01 | 265 |
| 2015: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 230 |
| Total of all active and inactive participants | 2015-04-01 | 230 |
| Total participants | 2015-04-01 | 230 |
| 2014: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 221 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 207 |
| Total of all active and inactive participants | 2014-04-01 | 207 |
| Total participants | 2014-04-01 | 207 |
| 2013: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 222 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 221 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
| Total of all active and inactive participants | 2013-04-01 | 221 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
| Total participants | 2013-04-01 | 221 |
| 2012: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 206 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 222 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
| Total of all active and inactive participants | 2012-04-01 | 222 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
| Total participants | 2012-04-01 | 222 |
| 2011: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 195 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 206 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
| Total of all active and inactive participants | 2011-04-01 | 206 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
| Total participants | 2011-04-01 | 206 |
| 2010: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 189 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 195 |
| Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 0 |
| Total of all active and inactive participants | 2010-04-01 | 195 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
| Total participants | 2010-04-01 | 195 |
| 2009: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 178 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 189 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
| Total of all active and inactive participants | 2009-04-01 | 189 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 189 |
| 2022: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2010 form 5500 responses |
|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Plan funding arrangement – Insurance | Yes |
| 2010-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | 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 | 191 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $11,713 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,685 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,713 | | 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 | 177 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $9,827 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,550 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,827 | | 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 | 141 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $5,269 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $71,352 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,269 | | 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 | 238 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $26,732 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $178,217 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,732 | | 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 | 239 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $13,226 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,174 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,226 | | 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 | 265 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $13,678 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $91,184 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,678 | | 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 | 230 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $11,404 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $90,771 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,404 | | 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 | 2 |
| Insurance contract or identification number | NY0188 | | Number of Individuals Covered | 207 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $2,922 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,161 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,922 | | 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. |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 498477 |
| Policy instance | 1 |
| Insurance contract or identification number | 498477 | | Number of Individuals Covered | 207 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2014-12-01 | | Total amount of commissions paid to insurance broker | USD $4,616 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $61,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,616 | | 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. |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 498477 |
| Policy instance | 1 |
| Insurance contract or identification number | 498477 | | Number of Individuals Covered | 221 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $4,941 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $94,115 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,941 | | 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. |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 498477 |
| Policy instance | 1 |
| Insurance contract or identification number | 498477 | | Number of Individuals Covered | 222 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $4,899 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $89,944 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,899 | | 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. |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 498477 |
| Policy instance | 1 |
| Insurance contract or identification number | 498477 | | Number of Individuals Covered | 206 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $5,625 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $83,591 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 498477 |
| Policy instance | 1 |
| Insurance contract or identification number | 498477 | | Number of Individuals Covered | 195 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $5,657 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $80,463 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,657 | | 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. |
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