CLIENT FINANCIAL SERVICES OF MICHIGAN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLIENT FINANCIAL SERVICES LIFE PLAN
| Measure | Date | Value |
|---|
| 2019: CLIENT FINANCIAL SERVICES LIFE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 174 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 152 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 152 |
| Number of employers contributing to the scheme | 2019-06-01 | 0 |
| 2018: CLIENT FINANCIAL SERVICES LIFE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 174 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 152 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
| Total of all active and inactive participants | 2018-06-01 | 152 |
| Number of employers contributing to the scheme | 2018-06-01 | 0 |
| 2017: CLIENT FINANCIAL SERVICES LIFE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 189 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 163 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
| Total of all active and inactive participants | 2017-06-01 | 163 |
| Number of employers contributing to the scheme | 2017-06-01 | 0 |
| 2019: CLIENT FINANCIAL SERVICES LIFE PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | Yes |
| 2019-06-01 | This submission is the final filing | Yes |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: CLIENT FINANCIAL SERVICES LIFE PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: CLIENT FINANCIAL SERVICES LIFE PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | First time form 5500 has been submitted | Yes |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 881036G |
| Policy instance | 1 |
| Insurance contract or identification number | 881036G | | Number of Individuals Covered | 154 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $616 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $6,158 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $551 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 881036G |
| Policy instance | 1 |
| Insurance contract or identification number | 881036G | | Number of Individuals Covered | 152 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 881036G |
| Policy instance | 1 |
| Insurance contract or identification number | 881036G | | Number of Individuals Covered | 166 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $431 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $4,309 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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