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Plan Name | MORTGAGE FINANCIAL SERVICES WELFARE BENEFIT PLAN |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | MORTGAGE FINANCIAL SERVICES, LLC |
Employer identification number (EIN): | 208468035 |
NAIC Classification: | 522292 |
NAIC Description: | Real Estate Credit |
Additional information about MORTGAGE FINANCIAL SERVICES, LLC
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 2006-05-10 |
Company Identification Number: | 20061190970 |
Legal Registered Office Address: |
3300 S Tamarac Drive, #b316 Denver United States of America (USA) 80231 |
More information about MORTGAGE FINANCIAL SERVICES, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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501 | 2017-07-01 | GREG WIENS | |||
501 | 2016-07-01 | BRAD SULLIVAN |
Measure | Date | Value |
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2017: MORTGAGE FINANCIAL SERVICES WELFARE BENEFIT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 168 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 168 |
2016: MORTGAGE FINANCIAL SERVICES WELFARE BENEFIT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 177 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 177 |
2017: MORTGAGE FINANCIAL SERVICES WELFARE BENEFIT PLAN 2017 form 5500 responses | ||
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: MORTGAGE FINANCIAL SERVICES WELFARE BENEFIT PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | First time form 5500 has been submitted | Yes |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
HUMANA (National Association of Insurance Commissioners NAIC id number: 95642 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 730622 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 876482G | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 78L56ERC | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | ER00033674 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
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