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CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN 401k Plan overview

Plan NameCHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN
Plan identification number 513

CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

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

Company Name:CHAR SOFTWARE, INC
Employer identification number (EIN):262869302
NAIC Classification:511210
NAIC Description:Software Publishers

Additional information about CHAR SOFTWARE, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4548688

More information about CHAR SOFTWARE, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5132017-10-15
5132016-10-15PATRICIA MODZELEWSKI PATRICIA MODZELEWSKI2018-05-31
5132015-10-15PAUL FITZGERALD

Plan Statistics for CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN

401k plan membership statisitcs for CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN

Measure Date Value
2017: CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-15121
Total number of active participants reported on line 7a of the Form 55002017-10-15101
Number of retired or separated participants receiving benefits2017-10-150
Number of other retired or separated participants entitled to future benefits2017-10-150
Total of all active and inactive participants2017-10-15101
2016: CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-15131
Total number of active participants reported on line 7a of the Form 55002016-10-15121
Number of retired or separated participants receiving benefits2016-10-150
Number of other retired or separated participants entitled to future benefits2016-10-150
Total of all active and inactive participants2016-10-15121
2015: CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-15111
Total number of active participants reported on line 7a of the Form 55002015-10-15131
Number of retired or separated participants receiving benefits2015-10-150
Number of other retired or separated participants entitled to future benefits2015-10-150
Total of all active and inactive participants2015-10-15131

Form 5500 Responses for CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN

2017: CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-10-15Type of plan entitySingle employer plan
2017-10-15Submission has been amendedNo
2017-10-15This submission is the final filingNo
2017-10-15This return/report is a short plan year return/report (less than 12 months)No
2017-10-15Plan is a collectively bargained planNo
2017-10-15Plan funding arrangement – InsuranceYes
2017-10-15Plan funding arrangement – General assets of the sponsorYes
2017-10-15Plan benefit arrangement – InsuranceYes
2017-10-15Plan benefit arrangement – General assets of the sponsorYes
2016: CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-10-15Type of plan entitySingle employer plan
2016-10-15Submission has been amendedNo
2016-10-15This submission is the final filingNo
2016-10-15This return/report is a short plan year return/report (less than 12 months)No
2016-10-15Plan is a collectively bargained planNo
2016-10-15Plan funding arrangement – InsuranceYes
2016-10-15Plan funding arrangement – General assets of the sponsorYes
2016-10-15Plan benefit arrangement – InsuranceYes
2016-10-15Plan benefit arrangement – General assets of the sponsorYes
2015: CHAR SOFTWARE, INC D/B/A LOCALYTICS WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-10-15Type of plan entitySingle employer plan
2015-10-15First time form 5500 has been submittedYes
2015-10-15Submission has been amendedNo
2015-10-15This submission is the final filingNo
2015-10-15This return/report is a short plan year return/report (less than 12 months)No
2015-10-15Plan is a collectively bargained planNo
2015-10-15Plan funding arrangement – InsuranceYes
2015-10-15Plan funding arrangement – General assets of the sponsorYes
2015-10-15Plan benefit arrangement – InsuranceYes
2015-10-15Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8064427
Policy instance 1
Insurance contract or identification number8064427
Number of Individuals Covered179
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $23,442
Total amount of fees paid to insurance companyUSD $7,830
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $871,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 165174
Policy instance 2
Insurance contract or identification numberG 165174
Number of Individuals Covered101
Insurance policy start date2017-10-15
Insurance policy end date2018-10-14
Total amount of commissions paid to insurance brokerUSD $1,324
Total amount of fees paid to insurance companyUSD $424
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156675
Policy instance 3
Insurance contract or identification numberGL 156675
Number of Individuals Covered101
Insurance policy start date2017-10-15
Insurance policy end date2018-10-14
Total amount of commissions paid to insurance brokerUSD $880
Total amount of fees paid to insurance companyUSD $283
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 128084
Policy instance 4
Insurance contract or identification numberLTD 128084
Number of Individuals Covered101
Insurance policy start date2017-10-15
Insurance policy end date2018-10-14
Total amount of commissions paid to insurance brokerUSD $1,379
Total amount of fees paid to insurance companyUSD $324
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47093 )
Policy contract number30043074
Policy instance 5
Insurance contract or identification number30043074
Number of Individuals Covered62
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $638
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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