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VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN 401k Plan overview

Plan NameVOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN
Plan identification number 502

VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

VOLUNTEERS OF AMERICA OF INDIANA INC. has sponsored the creation of one or more 401k plans.

Company Name:VOLUNTEERS OF AMERICA OF INDIANA INC.
Employer identification number (EIN):351914815
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022016-08-01
5022015-08-01JOHN VON ARX JOHN VON ARX2017-02-28
5022014-08-01KIM GREGORY-BETHEL KIM GREGORY-BETHEL2016-02-29

Plan Statistics for VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN

401k plan membership statisitcs for VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN

Measure Date Value
2016: VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01155
Total number of active participants reported on line 7a of the Form 55002016-08-01155
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-01155
2015: VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01117
Total number of active participants reported on line 7a of the Form 55002015-08-01129
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-01129
2014: VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01107
Total number of active participants reported on line 7a of the Form 55002014-08-01117
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-01117

Form 5500 Responses for VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN

2016: VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – General assets of the sponsorYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – General assets of the sponsorYes
2015: VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – General assets of the sponsorYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – General assets of the sponsorYes
2014: VOLUNTEERS OF AMERICA OF INDIANA GROUP LIFE PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01First time form 5500 has been submittedYes
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00370530
Policy instance 1
Insurance contract or identification number00370530
Number of Individuals Covered129
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $16,685
Total amount of fees paid to insurance companyUSD $920
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, VOLUNTARY CRITICAL ILLNESS, ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $110,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,220
Amount paid for insurance broker fees920
Additional information about fees paid to insurance brokerTOTAL FEES PAID
Insurance broker organization code?3
Insurance broker nameHORIZON PLANNING GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010029089
Policy instance 1
Insurance contract or identification number000010029089
Number of Individuals Covered117
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $3,579
Total amount of fees paid to insurance companyUSD $785
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $23,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,579
Amount paid for insurance broker fees785
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameCONNER BENEFITS INC.

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