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WORK, INC. LONG-TERM DISABILITY PLAN 401k Plan overview

Plan NameWORK, INC. LONG-TERM DISABILITY PLAN
Plan identification number 504

WORK, INC. LONG-TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover

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. LONG-TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-05-01ERIC SILBERZWEIG2024-02-05 ERIC SILBERZWEIG2024-02-05
5042021-05-01PAUL LEMIEUX2023-01-13 PAUL LEMIEUX2023-01-13
5042020-05-01PAUL LEMIEUX2022-05-12 PAUL LEMIEUX2022-05-12
5042019-05-01PAUL LEMIEUX2022-05-12 PAUL LEMIEUX2022-05-12
5042018-05-01PAUL LEMIEUX2020-02-14 PAUL LEMIEUX2020-02-14
5042017-05-01DAVID ANDERSON DAVID ANDERSON2019-02-14
5042016-05-01DAVID ANDERSON DAVID ANDERSON2017-11-06
5042015-05-01DAVID ANDERSON DAVID ANDERSON2017-02-07
5042014-05-01A1162375 DAVID ANDERSON2016-02-15
5042013-05-01DAVID ANDERSON DAVID ANDERSON2014-11-13
5042012-05-01DAVID ANDERSON DAVID ANDERSON2014-01-14
5042011-05-01DAVID ANDERSON DAVID ANDERSON2012-11-26
5042010-05-01DAVID ANDERSON DAVID ANDERSON2012-01-31
5042009-05-01DAVID ANDERSON DAVID ANDERSON2010-11-19

Plan Statistics for WORK, INC. LONG-TERM DISABILITY PLAN

401k plan membership statisitcs for WORK, INC. LONG-TERM DISABILITY PLAN

Measure Date Value
2022: WORK, INC. LONG-TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01350
Total number of active participants reported on line 7a of the Form 55002022-05-01335
Total of all active and inactive participants2022-05-01335
2021: WORK, INC. LONG-TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01243
Total number of active participants reported on line 7a of the Form 55002021-05-01350
Total of all active and inactive participants2021-05-01350
2020: WORK, INC. LONG-TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01268
Total number of active participants reported on line 7a of the Form 55002020-05-01243
Total of all active and inactive participants2020-05-01243
2019: WORK, INC. LONG-TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01278
Total number of active participants reported on line 7a of the Form 55002019-05-01268
Total of all active and inactive participants2019-05-01268
2018: WORK, INC. LONG-TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01302
Total number of active participants reported on line 7a of the Form 55002018-05-01278
Total of all active and inactive participants2018-05-01278
2017: WORK, INC. LONG-TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01278
Total number of active participants reported on line 7a of the Form 55002017-05-01302
Total of all active and inactive participants2017-05-01302
2016: WORK, INC. LONG-TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01234
Total number of active participants reported on line 7a of the Form 55002016-05-01278
Total of all active and inactive participants2016-05-01278
2015: WORK, INC. LONG-TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01258
Total number of active participants reported on line 7a of the Form 55002015-05-01234
Total of all active and inactive participants2015-05-01234
2014: WORK, INC. LONG-TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01258
Total number of active participants reported on line 7a of the Form 55002014-05-01258
Total of all active and inactive participants2014-05-01258
2013: WORK, INC. LONG-TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01248
Total number of active participants reported on line 7a of the Form 55002013-05-01258
Total of all active and inactive participants2013-05-01258
Total participants2013-05-01258
2012: WORK, INC. LONG-TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01242
Total number of active participants reported on line 7a of the Form 55002012-05-01248
Total of all active and inactive participants2012-05-01248
Total participants2012-05-01248
2011: WORK, INC. LONG-TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01238
Total number of active participants reported on line 7a of the Form 55002011-05-01242
Total of all active and inactive participants2011-05-01242
Total participants2011-05-01242
2010: WORK, INC. LONG-TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01206
Total number of active participants reported on line 7a of the Form 55002010-05-01238
Total of all active and inactive participants2010-05-01238
Total participants2010-05-01238
2009: WORK, INC. LONG-TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01209
Total number of active participants reported on line 7a of the Form 55002009-05-01206
Total of all active and inactive participants2009-05-01206

Form 5500 Responses for WORK, INC. LONG-TERM DISABILITY PLAN

2022: WORK, INC. LONG-TERM DISABILITY PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – InsuranceYes
2021: WORK, INC. LONG-TERM DISABILITY PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – InsuranceYes
2020: WORK, INC. LONG-TERM DISABILITY PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: WORK, INC. LONG-TERM DISABILITY PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: WORK, INC. LONG-TERM DISABILITY PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: WORK, INC. LONG-TERM DISABILITY PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: WORK, INC. LONG-TERM DISABILITY PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes
2015: WORK, INC. LONG-TERM DISABILITY PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: WORK, INC. LONG-TERM DISABILITY PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: WORK, INC. LONG-TERM DISABILITY PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: WORK, INC. LONG-TERM DISABILITY PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedYes
2012-05-01Plan funding arrangement – General assets of the sponsorYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: WORK, INC. LONG-TERM DISABILITY PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – General assets of the sponsorYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: WORK, INC. LONG-TERM DISABILITY PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Plan funding arrangement – General assets of the sponsorYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: WORK, INC. LONG-TERM DISABILITY PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan funding arrangement – General assets of the sponsorYes
2009-05-01Plan 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 number46477
Policy instance 1
Insurance contract or identification number46477
Number of Individuals Covered335
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $5,114
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $111,379
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,114
Additional information about fees paid to insurance brokerINSURANCE 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 number46477
Policy instance 1
Insurance contract or identification number46477
Number of Individuals Covered350
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $4,956
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $88,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,956
Additional information about fees paid to insurance brokerINSURANCE 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 number46477
Policy instance 1
Insurance contract or identification number46477
Number of Individuals Covered243
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $4,442
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $84,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,442
Additional information about fees paid to insurance brokerINSURANCE 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 number046477
Policy instance 1
Insurance contract or identification number046477
Number of Individuals Covered278
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $7,185
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $117,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,185
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number046477
Policy instance 1
Insurance contract or identification number046477
Number of Individuals Covered302
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $5,757
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $101,882
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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