LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN 401k Plan overview
| Plan Name | LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN |
| Plan identification number | 501 |
LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN Benefits
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits | - Health (other than dental or vision)
- Life insurance
- Dental
- Vision
- Temporary disability (accident and sickness)
- Prepaid legal
- Long-term disability cover
- Death benefits (include travel accident but not life insurance)
- Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
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401k Sponsoring company profile
LOCKWOOD PARTNERS, LLC has sponsored the creation of one or more 401k plans.
| Company Name: | LOCKWOOD PARTNERS, LLC |
| Employer identification number (EIN): | 320575861 |
| NAIC Classification: | 423990 |
| NAIC Description: | Other Miscellaneous Durable Goods Merchant Wholesalers |
Additional information about LOCKWOOD PARTNERS, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2018-08-22 |
| Company Identification Number: | 0803099586 |
| Legal Registered Office Address: |
1321 PASADENA FWY STE 1000
PASADENA
United States of America (USA)
77506
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More information about LOCKWOOD PARTNERS, LLC
Form 5500 Filing Information
Submission information for form 5500 for 401k plan LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 501 | 2018-01-01 | | | | |
| 501 | 2018-01-01 | LISA WEEKS | 2020-10-21 | | |
Plan Statistics for LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2018: LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 171 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 171 |
| Number of employers contributing to the scheme | 2018-01-01 | 0 |
Form 5500 Responses for LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN
| 2018: LOCKWOOD PARTNERS EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
Insurance Providers Used on plan
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 221617 |
| Policy instance | 1 |
| Insurance contract or identification number | 221617 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $63,111 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,196,736 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $63,111 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
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| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F021963 |
| Policy instance | 2 |
| Insurance contract or identification number | F021963 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $24,115 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $126,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,115 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
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| PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 105752 |
| Policy instance | 3 |
| Insurance contract or identification number | 105752 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $244 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | LEGAL | | Welfare Benefit Premiums Paid to Carrier | USD $2,137 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $153 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
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