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SFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI 401k Plan overview

Plan NameSFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI
Plan identification number 504

SFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SFM SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:SFM SERVICES, INC
Employer identification number (EIN):204908937
NAIC Classification:561730
NAIC Description:Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01BARBIE FINDO2023-07-25

Plan Statistics for SFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI

401k plan membership statisitcs for SFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI

Measure Date Value
2022: SFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI 2022 401k membership
Total participants, beginning-of-year2022-01-01124
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of employers contributing to the scheme2022-01-010

Form 5500 Responses for SFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI

2022: SFM SERVICES HEALTH & WELFARE SERVICES - LIFE & DI 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number944701
Policy instance 1
Insurance contract or identification number944701
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,194
Total amount of fees paid to insurance companyUSD $258
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $740
Amount paid for insurance broker fees258
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3

Potentially related plans

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