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THIRD BRIDGE LIFE AND DISABILITY 401k Plan overview

Plan NameTHIRD BRIDGE LIFE AND DISABILITY
Plan identification number 503

THIRD BRIDGE LIFE AND DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

THIRD BRIDGE has sponsored the creation of one or more 401k plans.

Company Name:THIRD BRIDGE
Employer identification number (EIN):273035072
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THIRD BRIDGE LIFE AND DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01JILLIAN ADAMS2023-08-14
5032021-12-01SUSAN CHU2022-10-06
5032020-12-01SUSAN CHU2022-09-14

Plan Statistics for THIRD BRIDGE LIFE AND DISABILITY

401k plan membership statisitcs for THIRD BRIDGE LIFE AND DISABILITY

Measure Date Value
2022: THIRD BRIDGE LIFE AND DISABILITY 2022 401k membership
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-01437
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01437
Number of employers contributing to the scheme2022-01-010
2021: THIRD BRIDGE LIFE AND DISABILITY 2021 401k membership
Total participants, beginning-of-year2021-12-01195
Total number of active participants reported on line 7a of the Form 55002021-12-01195
Number of retired or separated participants receiving benefits2021-12-010
Number of other retired or separated participants entitled to future benefits2021-12-010
Total of all active and inactive participants2021-12-01195
Number of employers contributing to the scheme2021-12-010
2020: THIRD BRIDGE LIFE AND DISABILITY 2020 401k membership
Total participants, beginning-of-year2020-12-01370
Total number of active participants reported on line 7a of the Form 55002020-12-01370
Number of retired or separated participants receiving benefits2020-12-010
Number of other retired or separated participants entitled to future benefits2020-12-010
Total of all active and inactive participants2020-12-01370
Number of employers contributing to the scheme2020-12-010

Form 5500 Responses for THIRD BRIDGE LIFE AND DISABILITY

2022: THIRD BRIDGE LIFE AND DISABILITY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THIRD BRIDGE LIFE AND DISABILITY 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan benefit arrangement – InsuranceYes
2020: THIRD BRIDGE LIFE AND DISABILITY 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01First time form 5500 has been submittedYes
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number435802
Policy instance 1
Insurance contract or identification number435802
Number of Individuals Covered437
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,173
Total amount of fees paid to insurance companyUSD $764
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $27,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,558
Amount paid for insurance broker fees614
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number00
Policy instance 1
Insurance contract or identification number00
Number of Individuals Covered195
Insurance policy start date2021-12-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberGLCL0BNKM
Policy instance 1
Insurance contract or identification numberGLCL0BNKM
Number of Individuals Covered370
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $992
Total amount of fees paid to insurance companyUSD $496
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $992
Amount paid for insurance broker fees496
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberMPOBNKM
Policy instance 2
Insurance contract or identification numberMPOBNKM
Number of Individuals Covered370
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $708
Total amount of fees paid to insurance companyUSD $354
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $708
Amount paid for insurance broker fees354
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3

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