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B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 401k Plan overview

Plan NameB.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE
Plan identification number 503

B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 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

B.J. ALAN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:B.J. ALAN COMPANY
Employer identification number (EIN):341242978
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Additional information about B.J. ALAN COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1977-04-01
Company Identification Number: 495862
Legal Registered Office Address: 555 MARTIN LUTHER KING JR BLVD
-
YOUNGSTOWN
United States of America (USA)
445021102

More information about B.J. ALAN COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032016-01-01
5032015-01-01
5032014-01-01
5032013-01-01
5032012-01-01PETER FRANK
5032011-01-01PETER FRANK
5032009-01-01PETER S. FRANK PETER S. FRANK2010-10-22
5032009-01-01PETER S. FRANK PETER S. FRANK2010-09-10
5032009-01-01PETER S. FRANK
5032009-01-01PETER S. FRANK
5032008-01-01PETER S. FRANK PETER S. FRANK2010-10-22
5032007-01-01PETER S. FRANK PETER S. FRANK2010-10-22
5032006-01-01PETER S. FRANK PETER S. FRANK2010-10-22
5032005-01-01PETER S. FRANK PETER S. FRANK2010-10-22
5032004-01-01PETER S. FRANK PETER S. FRANK2010-10-22
5032003-01-01PETER S. FRANK PETER S. FRANK2010-10-22

Plan Statistics for B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE

401k plan membership statisitcs for B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE

Measure Date Value
2016: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01176
Total of all active and inactive participants2016-01-01176
2015: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2015 401k membership
Total participants, beginning-of-year2015-01-01177
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Total of all active and inactive participants2015-01-01176
2014: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Total of all active and inactive participants2014-01-01177
2013: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Total of all active and inactive participants2013-01-01189
2012: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2012 401k membership
Total participants, beginning-of-year2012-01-01190
Total number of active participants reported on line 7a of the Form 55002012-01-01201
Total of all active and inactive participants2012-01-01201
2011: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01190
Total of all active and inactive participants2011-01-01190
2009: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2009 401k membership
Total participants, beginning-of-year2009-01-01215
Total number of active participants reported on line 7a of the Form 55002009-01-01199
Total of all active and inactive participants2009-01-01199
2008: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2008 401k membership
Total participants, beginning-of-year2008-01-01218
Total number of active participants reported on line 7a of the Form 55002008-01-01215
Total of all active and inactive participants2008-01-01215
2007: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2007 401k membership
Total participants, beginning-of-year2007-01-01218
Total number of active participants reported on line 7a of the Form 55002007-01-01218
Total of all active and inactive participants2007-01-01218
2006: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2006 401k membership
Total participants, beginning-of-year2006-01-01209
Total number of active participants reported on line 7a of the Form 55002006-01-01218
Total of all active and inactive participants2006-01-01218
2005: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2005 401k membership
Total participants, beginning-of-year2005-01-01128
Total number of active participants reported on line 7a of the Form 55002005-01-01209
Total of all active and inactive participants2005-01-01209
2004: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2004 401k membership
Total participants, beginning-of-year2004-01-01128
Total number of active participants reported on line 7a of the Form 55002004-01-01128
Total of all active and inactive participants2004-01-01128
2003: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2003 401k membership
Total participants, beginning-of-year2003-01-0197
Total number of active participants reported on line 7a of the Form 55002003-01-01128
Total of all active and inactive participants2003-01-01128

Form 5500 Responses for B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE

2016: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01This submission is the final filingNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01This submission is the final filingNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01This submission is the final filingNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes
2005: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01This submission is the final filingNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes
2004: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01This submission is the final filingNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan benefit arrangement – InsuranceYes
2003: B.J. ALAN COMPANY GROUP LIFE, ACCIDENTAL DEATH, DISABILITY INSURANCE 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01First time form 5500 has been submittedYes
2003-01-01This submission is the final filingNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005260
Policy instance 1
Insurance contract or identification numberAL00005260
Number of Individuals Covered176
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $6,450
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,450
Insurance broker organization code?3
Insurance broker nameALLAN R FELDMAN
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0347823
Policy instance 1
Insurance contract or identification numberR0347823
Number of Individuals Covered177
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $6,700
Total amount of fees paid to insurance companyUSD $584
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $64,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,700
Insurance broker organization code?3
Amount paid for insurance broker fees584
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker nameNYLIFE SECURITIES LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0347823
Policy instance 1
Insurance contract or identification numberR0347823
Number of Individuals Covered189
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $7,511
Total amount of fees paid to insurance companyUSD $910
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $67,379
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,511
Insurance broker organization code?3
Amount paid for insurance broker fees910
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker nameNYLIFE SECURITIES LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0347823
Policy instance 1
Insurance contract or identification numberR0347823
Number of Individuals Covered201
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $6,741
Total amount of fees paid to insurance companyUSD $1,207
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $48,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,741
Amount paid for insurance broker fees1207
Insurance broker nameNY LIFE SECURITIES LLC
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF015868
Policy instance 1
Insurance contract or identification numberF015868
Number of Individuals Covered190
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $7,603
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $71,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF015868
Policy instance 1
Insurance contract or identification numberF015868
Number of Individuals Covered195
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,595
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $71,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,595
Insurance broker organization code?3
Insurance broker nameA. RICHARD FELDMAN

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