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SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN 401k Plan overview

Plan NameSBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN
Plan identification number 503

SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN 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

SBM MANAGEMENT SERVICES, LP has sponsored the creation of one or more 401k plans.

Company Name:SBM MANAGEMENT SERVICES, LP
Employer identification number (EIN):261375586
NAIC Classification:561720
NAIC Description:Janitorial Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032023-04-01KELLY CLEVELAND2025-01-08
5032022-04-01KELLY CLEVELAND2024-01-19
5032021-05-01KELLY CLEVELAND2024-01-19
5032021-04-01KELLY CLEVELAND2024-01-19

Plan Statistics for SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN

401k plan membership statisitcs for SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN

Measure Date Value
2023: SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-04-01787
Total number of active participants reported on line 7a of the Form 55002023-04-01805
Number of retired or separated participants receiving benefits2023-04-010
Number of other retired or separated participants entitled to future benefits2023-04-010
Total of all active and inactive participants2023-04-01805
Number of employers contributing to the scheme2023-04-010
2022: SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01442
Total number of active participants reported on line 7a of the Form 55002022-04-01787
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-01787
Number of employers contributing to the scheme2022-04-010
2021: SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01314
Total number of active participants reported on line 7a of the Form 55002021-05-01442
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01442
Number of employers contributing to the scheme2021-05-010
Total participants, beginning-of-year2021-04-01100
Total number of active participants reported on line 7a of the Form 55002021-04-01314
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01314
Number of employers contributing to the scheme2021-04-010

Form 5500 Responses for SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN

2023: SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Plan is a collectively bargained planYes
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan benefit arrangement – InsuranceYes
2022: SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: SBM MANAGEMENT SERVICES, LP UNION JANITORIAL DISABILITY PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-04-01Type of plan entitySingle employer plan
2021-04-01First time form 5500 has been submittedYes
2021-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number70654
Policy instance 1
Insurance contract or identification number70654
Number of Individuals Covered805
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
Total amount of commissions paid to insurance brokerUSD $96,648
Total amount of fees paid to insurance companyUSD $165
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 $1,100,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number70654
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number70654
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5347615
Policy instance 1

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