TOMPKINS FINANCIAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN
401k plan membership statisitcs for TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN
| Measure | Date | Value |
|---|
| 2017: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| 2016: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1,180 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,199 |
| Total of all active and inactive participants | 2016-01-01 | 1,199 |
| 2015: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1,008 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,180 |
| Total of all active and inactive participants | 2015-01-01 | 1,180 |
| 2014: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1,159 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,008 |
| Total of all active and inactive participants | 2014-01-01 | 1,008 |
| 2013: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1,137 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,159 |
| Total of all active and inactive participants | 2013-01-01 | 1,159 |
| 2012: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 852 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,137 |
| Total of all active and inactive participants | 2012-01-01 | 1,137 |
| 2011: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 832 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 852 |
| Total of all active and inactive participants | 2011-01-01 | 852 |
| 2009: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 769 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 788 |
| Total of all active and inactive participants | 2009-01-01 | 788 |
| 2017: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TOMPKINS FINANCIAL CORPORATION LONG TERM DISABILITY, LIFE & ADD PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 819973 |
| Policy instance | 1 |
| Insurance contract or identification number | 819973 | | Number of Individuals Covered | 1180 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $20,819 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $573,136 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,819 | | Insurance broker organization code? | 3 | | Insurance broker name | KAFL INC |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 819973 |
| Policy instance | 1 |
| Insurance contract or identification number | 819973 | | Number of Individuals Covered | 1008 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $28,815 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $363,857 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,815 | | Insurance broker organization code? | 3 | | Insurance broker name | KAFL INC |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 061034 |
| Policy instance | 1 |
| Insurance contract or identification number | 061034 | | Number of Individuals Covered | 1159 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $21,870 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $346,426 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,870 | | Insurance broker organization code? | 3 | | Insurance broker name | KAFL INC |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 061034 |
| Policy instance | 2 |
| Insurance contract or identification number | 061034 | | Number of Individuals Covered | 956 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $12,149 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $162,159 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,149 | | Insurance broker organization code? | 3 | | Insurance broker name | KAFL INC |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 061034 |
| Policy instance | 1 |
| Insurance contract or identification number | 061034 | | Number of Individuals Covered | 1137 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $20,122 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $249,325 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,122 | | Insurance broker organization code? | 3 | | Insurance broker name | KAFL INC |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 061034 |
| Policy instance | 2 |
| Insurance contract or identification number | 061034 | | Number of Individuals Covered | 953 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $10,612 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $114,629 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,612 | | Insurance broker organization code? | 3 | | Insurance broker name | KAFL INC |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 061034 |
| Policy instance | 1 |
| Insurance contract or identification number | 061034 | | Number of Individuals Covered | 852 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $15,683 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $170,066 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 061034 |
| Policy instance | 2 |
| Insurance contract or identification number | 061034 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $10,459 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $107,815 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 061034 |
| Policy instance | 1 |
| Insurance contract or identification number | 061034 | | Number of Individuals Covered | 832 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $14,206 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $168,781 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,206 | | Insurance broker organization code? | 3 | | Insurance broker name | KAFL INC |
|
| SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 061034 |
| Policy instance | 2 |
| Insurance contract or identification number | 061034 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $9,686 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $94,440 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,686 | | Insurance broker organization code? | 3 | | Insurance broker name | KAFL INC |
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