401k Plan data: WORK, INC. LIFE & AD&D PLAN plan

WORK, INC. LIFE & AD&D PLAN 401k Plan overview

Plan Name	WORK, INC. LIFE & AD&D PLAN
Plan identification number	503

WORK, INC. LIFE & AD&D PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance

401k Sponsoring company profile

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

Company Name: WORK, INC.

Employer identification number (EIN): 237100726

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Additional information about WORK, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1979-01-17

Company Identification Number: C0908478

Legal Registered Office Address: 1690 W Shaw Ave Ste 200

Fresno
United States of America (USA)
93711

More information about WORK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORK, INC. LIFE & AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2021-08-01 PAUL LEMIEUX 2023-01-13 PAUL LEMIEUX 2023-01-13
503 2020-08-01 PAUL LEMIEUX 2022-05-12 PAUL LEMIEUX 2022-05-12
503 2019-08-01 PAUL LEMIEUX 2022-05-12 PAUL LEMIEUX 2022-05-12
503 2018-08-01
503 2017-08-01
503 2016-08-01 DAVID ANDERSON DAVID ANDERSON 2018-05-07
503 2015-08-01 DAVID ANDERSON DAVID ANDERSON 2016-11-23
503 2014-08-01 DAVID ANDERSON DAVID ANDERSON 2015-12-09
503 2013-08-01 DAVID ANDERSON DAVID ANDERSON 2015-07-30
503 2012-08-01 DAVID ANDERSON DAVID ANDERSON 2014-06-30
503 2011-08-01 DAVID ANDERSON DAVID ANDERSON 2013-01-31
503 2010-08-01 DAVID ANDERSON DAVID ANDERSON 2012-01-31
503 2009-08-01 DAVID ANDERSON DAVID ANDERSON 2010-11-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
503	2021-08-01	PAUL LEMIEUX	2023-01-13	PAUL LEMIEUX	2023-01-13
503	2020-08-01	PAUL LEMIEUX	2022-05-12	PAUL LEMIEUX	2022-05-12
503	2019-08-01	PAUL LEMIEUX	2022-05-12	PAUL LEMIEUX	2022-05-12
503	2018-08-01
503	2017-08-01
503	2016-08-01	DAVID ANDERSON		DAVID ANDERSON	2018-05-07
503	2015-08-01	DAVID ANDERSON		DAVID ANDERSON	2016-11-23
503	2014-08-01	DAVID ANDERSON		DAVID ANDERSON	2015-12-09
503	2013-08-01	DAVID ANDERSON		DAVID ANDERSON	2015-07-30
503	2012-08-01	DAVID ANDERSON		DAVID ANDERSON	2014-06-30
503	2011-08-01	DAVID ANDERSON		DAVID ANDERSON	2013-01-31
503	2010-08-01	DAVID ANDERSON		DAVID ANDERSON	2012-01-31
503	2009-08-01	DAVID ANDERSON		DAVID ANDERSON	2010-11-29

Plan Statistics for WORK, INC. LIFE & AD&D PLAN

401k plan membership statisitcs for WORK, INC. LIFE & AD&D PLAN

Measure Date Value
2021: WORK, INC. LIFE & AD&D PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 243
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 350
Total of all active and inactive participants 2021-08-01 350
2020: WORK, INC. LIFE & AD&D PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 245
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 243
Total of all active and inactive participants 2020-08-01 243
2019: WORK, INC. LIFE & AD&D PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 268
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 245
Total of all active and inactive participants 2019-08-01 245
2018: WORK, INC. LIFE & AD&D PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 302
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 268
Total of all active and inactive participants 2018-08-01 268
2017: WORK, INC. LIFE & AD&D PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 300
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 302
Total of all active and inactive participants 2017-08-01 302
2016: WORK, INC. LIFE & AD&D PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 289
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 300
Total of all active and inactive participants 2016-08-01 300
2015: WORK, INC. LIFE & AD&D PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 263
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 289
Total of all active and inactive participants 2015-08-01 289
2014: WORK, INC. LIFE & AD&D PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 286
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 263
Total of all active and inactive participants 2014-08-01 263
2013: WORK, INC. LIFE & AD&D PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 284
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 286
Total of all active and inactive participants 2013-08-01 286
2012: WORK, INC. LIFE & AD&D PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 275
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 284
Total of all active and inactive participants 2012-08-01 284
Total participants 2012-08-01 284
2011: WORK, INC. LIFE & AD&D PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 269
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 275
Total of all active and inactive participants 2011-08-01 275
Total participants 2011-08-01 275
2010: WORK, INC. LIFE & AD&D PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 258
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 269
Total of all active and inactive participants 2010-08-01 269
Total participants 2010-08-01 269
2009: WORK, INC. LIFE & AD&D PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 255
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 258
Total of all active and inactive participants 2009-08-01 258

Measure	Date	Value
2021: WORK, INC. LIFE & AD&D PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	243
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	350
Total of all active and inactive participants	2021-08-01	350
2020: WORK, INC. LIFE & AD&D PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	245
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	243
Total of all active and inactive participants	2020-08-01	243
2019: WORK, INC. LIFE & AD&D PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	268
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	245
Total of all active and inactive participants	2019-08-01	245
2018: WORK, INC. LIFE & AD&D PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	302
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	268
Total of all active and inactive participants	2018-08-01	268
2017: WORK, INC. LIFE & AD&D PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	300
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	302
Total of all active and inactive participants	2017-08-01	302
2016: WORK, INC. LIFE & AD&D PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	289
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	300
Total of all active and inactive participants	2016-08-01	300
2015: WORK, INC. LIFE & AD&D PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	263
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	289
Total of all active and inactive participants	2015-08-01	289
2014: WORK, INC. LIFE & AD&D PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	286
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	263
Total of all active and inactive participants	2014-08-01	263
2013: WORK, INC. LIFE & AD&D PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	284
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	286
Total of all active and inactive participants	2013-08-01	286
2012: WORK, INC. LIFE & AD&D PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	275
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	284
Total of all active and inactive participants	2012-08-01	284
Total participants	2012-08-01	284
2011: WORK, INC. LIFE & AD&D PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	269
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	275
Total of all active and inactive participants	2011-08-01	275
Total participants	2011-08-01	275
2010: WORK, INC. LIFE & AD&D PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	258
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	269
Total of all active and inactive participants	2010-08-01	269
Total participants	2010-08-01	269
2009: WORK, INC. LIFE & AD&D PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	255
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	258
Total of all active and inactive participants	2009-08-01	258

Form 5500 Responses for WORK, INC. LIFE & AD&D PLAN

2021: WORK, INC. LIFE & AD&D PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Plan funding arrangement – Insurance	Yes
2021-08-01	Plan benefit arrangement – Insurance	Yes
2020: WORK, INC. LIFE & AD&D PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Plan funding arrangement – Insurance	Yes
2020-08-01	Plan benefit arrangement – Insurance	Yes
2019: WORK, INC. LIFE & AD&D PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Plan funding arrangement – Insurance	Yes
2019-08-01	Plan benefit arrangement – Insurance	Yes
2018: WORK, INC. LIFE & AD&D PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Plan funding arrangement – Insurance	Yes
2018-08-01	Plan benefit arrangement – Insurance	Yes
2017: WORK, INC. LIFE & AD&D PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Plan funding arrangement – Insurance	Yes
2017-08-01	Plan benefit arrangement – Insurance	Yes
2016: WORK, INC. LIFE & AD&D PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan benefit arrangement – Insurance	Yes
2015: WORK, INC. LIFE & AD&D PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan benefit arrangement – Insurance	Yes
2014: WORK, INC. LIFE & AD&D PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2013: WORK, INC. LIFE & AD&D PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan benefit arrangement – Insurance	Yes
2012: WORK, INC. LIFE & AD&D PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-08-01	Plan benefit arrangement – Insurance	Yes
2011: WORK, INC. LIFE & AD&D PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2010: WORK, INC. LIFE & AD&D PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-08-01	Plan benefit arrangement – Insurance	Yes
2009: WORK, INC. LIFE & AD&D PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	This submission is the final filing	No
2009-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

46477

Policy instance

Insurance contract or identification number	46477
Number of Individuals Covered	350
Insurance policy start date	2021-08-01
Insurance policy end date	2022-07-31
Total amount of commissions paid to insurance broker	USD $3,063
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $46,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,063
Additional information about fees paid to insurance broker	INSURANCE AGENT OR BROKER
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

46477

Policy instance

Insurance contract or identification number	46477
Number of Individuals Covered	243
Insurance policy start date	2020-08-01
Insurance policy end date	2021-07-31
Total amount of commissions paid to insurance broker	USD $2,084
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $30,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,084
Additional information about fees paid to insurance broker	INSURANCE AGENT OR BROKER
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

46477

Policy instance

Insurance contract or identification number	46477
Number of Individuals Covered	268
Insurance policy start date	2018-08-01
Insurance policy end date	2019-07-31
Total amount of commissions paid to insurance broker	USD $2,271
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $33,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,271
Additional information about fees paid to insurance broker	INSURANCE AGENT OR BROKER
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

46477

Policy instance

Insurance contract or identification number	46477
Number of Individuals Covered	302
Insurance policy start date	2017-08-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $812
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $7,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WORK, INC.
Employer identification number (EIN):	237100726
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1979-01-17
Company Identification Number:	C0908478
Legal Registered Office Address:	1690 W Shaw Ave Ste 200 Fresno United States of America (USA) 93711