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SORBARA & SON, LP LIFE, AD&D AND STD PLAN 401k Plan overview

Plan NameSORBARA & SON, LP LIFE, AD&D AND STD PLAN
Plan identification number 501

SORBARA & SON, LP LIFE, AD&D AND STD PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

SORBARA AND SON, LP has sponsored the creation of one or more 401k plans.

Company Name:SORBARA AND SON, LP
Employer identification number (EIN):204245192
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SORBARA & SON, LP LIFE, AD&D AND STD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-09-01
5012014-09-01
5012013-09-01

Plan Statistics for SORBARA & SON, LP LIFE, AD&D AND STD PLAN

401k plan membership statisitcs for SORBARA & SON, LP LIFE, AD&D AND STD PLAN

Measure Date Value
2015: SORBARA & SON, LP LIFE, AD&D AND STD PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01100
Total number of active participants reported on line 7a of the Form 55002015-09-0164
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-0164
2014: SORBARA & SON, LP LIFE, AD&D AND STD PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01108
Total number of active participants reported on line 7a of the Form 55002014-09-0199
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-0199
2013: SORBARA & SON, LP LIFE, AD&D AND STD PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01280
Total number of active participants reported on line 7a of the Form 55002013-09-01197
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-01197

Form 5500 Responses for SORBARA & SON, LP LIFE, AD&D AND STD PLAN

2015: SORBARA & SON, LP LIFE, AD&D AND STD PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: SORBARA & SON, LP LIFE, AD&D AND STD PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: SORBARA & SON, LP LIFE, AD&D AND STD PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MADISON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65781 )
Policy contract number7672-MNL
Policy instance 1
Insurance contract or identification number7672-MNL
Number of Individuals Covered101
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $476
Total amount of fees paid to insurance companyUSD $737
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $476
Insurance broker organization code?3
Amount paid for insurance broker fees404
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSTUART D. FOX
MADISON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65781 )
Policy contract number7672-MNL
Policy instance 1
Insurance contract or identification number7672-MNL
Number of Individuals Covered99
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $959
Total amount of fees paid to insurance companyUSD $644
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees644
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $564
Insurance broker nameSTUART D. FOX
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number7672-4EL
Policy instance 1
Insurance contract or identification number7672-4EL
Number of Individuals Covered197
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $1,039
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $10,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,039
Insurance broker organization code?3
Insurance broker nameCOURY HEALTH SERVICES, INC.

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