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| Plan Name | PARTNERHERO NORTH AMERICA LIFE, DISABILITY, AND WORKSITE PLAN |
| Plan identification number | 504 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | PARTNERHERO NORTH AMERICA, LLC |
| Employer identification number (EIN): | 301086364 |
| NAIC Classification: | 561420 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 504 | 2022-03-01 | TATIANA NARVAEZ | 2023-03-14 | ||
| 504 | 2022-02-01 | TATIANA NARVAEZ | 2022-10-07 | ||
| 504 | 2022-02-01 | TATIANA NARVAEZ | 2023-03-14 | ||
| 504 | 2021-02-01 | TATIANA NARVAEZ | 2022-10-04 |
| Measure | Date | Value |
|---|---|---|
| 2022: PARTNERHERO NORTH AMERICA LIFE, DISABILITY, AND WORKSITE PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-03-01 | 249 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-03-01 | 0 |
| Total of all active and inactive participants | 2022-03-01 | 0 |
| Number of employers contributing to the scheme | 2022-03-01 | 0 |
| Total participants, beginning-of-year | 2022-02-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-02-01 | 0 |
| Total of all active and inactive participants | 2022-02-01 | 0 |
| Number of employers contributing to the scheme | 2022-02-01 | 0 |
| 2021: PARTNERHERO NORTH AMERICA LIFE, DISABILITY, AND WORKSITE PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-02-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 242 |
| Number of retired or separated participants receiving benefits | 2021-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-02-01 | 0 |
| Total of all active and inactive participants | 2021-02-01 | 242 |
| Number of employers contributing to the scheme | 2021-02-01 | 0 |
| 2022: PARTNERHERO NORTH AMERICA LIFE, DISABILITY, AND WORKSITE PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-03-01 | Type of plan entity | Single employer plan |
| 2022-03-01 | This submission is the final filing | Yes |
| 2022-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-03-01 | Plan funding arrangement – Insurance | Yes |
| 2022-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-02-01 | Type of plan entity | Single employer plan |
| 2022-02-01 | Submission has been amended | Yes |
| 2022-02-01 | This submission is the final filing | Yes |
| 2022-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-02-01 | Plan funding arrangement – Insurance | Yes |
| 2022-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: PARTNERHERO NORTH AMERICA LIFE, DISABILITY, AND WORKSITE PLAN 2021 form 5500 responses | ||
| 2021-02-01 | Type of plan entity | Single employer plan |
| 2021-02-01 | First time form 5500 has been submitted | Yes |
| 2021-02-01 | Plan funding arrangement – Insurance | Yes |
| 2021-02-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | GLUG0BPC4 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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| UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 26227 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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| KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 26227 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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