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AETEA INFORMATION TECHNOLOGY HEALTH PLAN 401k Plan overview

Plan NameAETEA INFORMATION TECHNOLOGY HEALTH PLAN
Plan identification number 501

AETEA INFORMATION TECHNOLOGY HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

AETEA INFORMATION TECHNOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:AETEA INFORMATION TECHNOLOGY, INC.
Employer identification number (EIN):200422623
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AETEA INFORMATION TECHNOLOGY HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-04-01CHARLIE BROWN
5012016-04-01CHARLES BROWN III CHARLES BROWN III2017-12-13
5012015-04-01CHARLES BROWN III CHARLES BROWN III2017-01-17
5012014-04-01CHARLES BROWN III CHARLES BROWN III2015-10-26
5012013-04-01CHARLES BROWN III CHARLES BROWN III2014-11-19
5012012-04-01CHARLES BROWN III CHARLES BROWN III2013-10-29
5012011-04-01CHARLES BROWN III CHARLES BROWN III2012-10-24
5012010-04-01CHARLES BROWN III CHARLES BROWN III2011-10-31
5012009-03-31CHARLES BROWN III CHARLES BROWN III2010-10-06
5012009-03-31CHARLES BROWN III CHARLES BROWN III2010-10-06

Plan Statistics for AETEA INFORMATION TECHNOLOGY HEALTH PLAN

401k plan membership statisitcs for AETEA INFORMATION TECHNOLOGY HEALTH PLAN

Measure Date Value
2017: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0182
Total number of active participants reported on line 7a of the Form 55002017-04-0189
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-0189
2016: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01197
Total number of active participants reported on line 7a of the Form 55002016-04-01181
Total of all active and inactive participants2016-04-01181
2015: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01187
Total number of active participants reported on line 7a of the Form 55002015-04-01197
Total of all active and inactive participants2015-04-01197
2014: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01165
Total number of active participants reported on line 7a of the Form 55002014-04-01187
Total of all active and inactive participants2014-04-01187
2013: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01147
Total number of active participants reported on line 7a of the Form 55002013-04-01165
Total of all active and inactive participants2013-04-01165
2012: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01187
Total number of active participants reported on line 7a of the Form 55002012-04-01147
Total of all active and inactive participants2012-04-01147
2011: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01158
Total number of active participants reported on line 7a of the Form 55002011-04-01187
Total of all active and inactive participants2011-04-01187
2010: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01169
Total number of active participants reported on line 7a of the Form 55002010-04-01158
Total of all active and inactive participants2010-04-01158
2009: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-31294
Total number of active participants reported on line 7a of the Form 55002009-03-31169
Total of all active and inactive participants2009-03-31169

Form 5500 Responses for AETEA INFORMATION TECHNOLOGY HEALTH PLAN

2017: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: AETEA INFORMATION TECHNOLOGY HEALTH PLAN 2009 form 5500 responses
2009-03-31Type of plan entitySingle employer plan
2009-03-31Submission has been amendedYes
2009-03-31This submission is the final filingNo
2009-03-31Plan funding arrangement – InsuranceYes
2009-03-31Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00427297
Policy instance 3
Insurance contract or identification number00427297
Number of Individuals Covered3
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $575
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedOPTIONAL LIFE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $398
Insurance broker organization code?3
Insurance broker nameL3 ADVISORY, LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00341382
Policy instance 2
Insurance contract or identification number00341382
Number of Individuals Covered29
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $823
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $552
Insurance broker organization code?3
Insurance broker nameL3 ADVISORY, LLC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00618655
Policy instance 1
Insurance contract or identification number00618655
Number of Individuals Covered87
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $3,873
Total amount of fees paid to insurance companyUSD $50,040
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,329,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,605
Amount paid for insurance broker fees33823
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameEVOLVE CONSULTING GROUP, INC
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract number0476976HNO
Policy instance 2
Insurance contract or identification number0476976HNO
Number of Individuals Covered156
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $3,106
Total amount of fees paid to insurance companyUSD $37,212
Welfare Benefit Premiums Paid to CarrierUSD $985,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,106
Amount paid for insurance broker fees37212
Insurance broker organization code?3
Insurance broker nameRAFFA FINANCIAL SERVICES, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476976
Policy instance 1
Insurance contract or identification number0476976
Number of Individuals Covered197
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $6,329
Total amount of fees paid to insurance companyUSD $17,567
Are there contracts with allocated funds for group deferred annuity?Yes
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $572,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,329
Amount paid for insurance broker fees17567
Insurance broker organization code?3
Insurance broker nameRAFFA FINANCIAL SERVICES, INC.
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract number0476976HNO
Policy instance 2
Insurance contract or identification number0476976HNO
Number of Individuals Covered187
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $37,465
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $943,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,465
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAFFA FINANCIAL SERVICES, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476976
Policy instance 1
Insurance contract or identification number0476976
Number of Individuals Covered66
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $25,621
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $627,249
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,621
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAFFA FINANCIAL SERVICES, INC.
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract number0476976HNO
Policy instance 2
Insurance contract or identification number0476976HNO
Number of Individuals Covered165
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $27,778
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $826,952
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,778
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAFFA FINANCIAL SERVICES, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476976
Policy instance 1
Insurance contract or identification number0476976
Number of Individuals Covered89
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $25,846
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $648,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,846
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAFFA FINANCIAL SERVICES, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number476976
Policy instance 1
Insurance contract or identification number476976
Number of Individuals Covered93
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $27,360
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $673,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,360
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAFFA FINANCIAL SERVICES, INC.
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract numberUS402274
Policy instance 2
Insurance contract or identification numberUS402274
Number of Individuals Covered147
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $36,003
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $904,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,003
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAFFA FINANCIAL SERVICES, INC.
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract numberUS402274
Policy instance 2
Insurance contract or identification numberUS402274
Number of Individuals Covered187
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $30,244
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $719,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number476976
Policy instance 1
Insurance contract or identification number476976
Number of Individuals Covered96
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $29,593
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $768,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract numberUS402274
Policy instance 2
Insurance contract or identification numberUS402274
Number of Individuals Covered158
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $26,838
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $665,521
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number476976
Policy instance 1
Insurance contract or identification number476976
Number of Individuals Covered130
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $32,533
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $796,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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