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ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 401k Plan overview

Plan NameASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST
Plan identification number 504

ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision

401k Sponsoring company profile

ASSURITY LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ASSURITY LIFE INSURANCE COMPANY
Employer identification number (EIN):381843471
NAIC Classification:524140

Additional information about ASSURITY LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1972-08-30
Company Identification Number: 568588
Legal Registered Office Address: PO Box 82533

LINCOLN
United States of America (USA)
68501-2533

More information about ASSURITY LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01
5042021-01-01
5042020-01-01
5042019-01-01
5042018-01-01
5042017-01-01SUSAN BECKER THOMAS E. HENNING2018-07-27
5042016-01-01SUSAN BECKER THOMAS E. HENNING2017-07-31
5042015-01-01DAVID T. WALLMAN THOMAS E. HENNING2016-07-22
5042014-01-01DAVID T. WALLMAN THOMAS E. HENNING2015-07-28
5042013-01-01DAVID T. WALLMAN THOMAS E. HENNING2014-07-29
5042012-01-01DAVID T. WALLMAN THOMAS E. HENNING2013-10-09
5042011-01-01DAVID T. WALLMAN THOMAS E. HENNING2012-10-11
5042009-01-01DAVID T. WALLMAN THOMAS E. HENNING2010-08-19

Plan Statistics for ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST

401k plan membership statisitcs for ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST

Measure Date Value
2022: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-018
Number of employers contributing to the scheme2022-01-013
2021: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-019
Number of employers contributing to the scheme2021-01-013
2020: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0112
Number of employers contributing to the scheme2020-01-014
2019: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0115
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0115
Number of employers contributing to the scheme2019-01-016
2018: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0115
Number of employers contributing to the scheme2018-01-016
2017: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0139
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0121
Number of employers contributing to the scheme2017-01-017
2016: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0140
Total number of active participants reported on line 7a of the Form 55002016-01-0139
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0139
Number of employers contributing to the scheme2016-01-019
2015: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0141
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0140
Number of employers contributing to the scheme2015-01-019
2014: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0148
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0141
Number of employers contributing to the scheme2014-01-019
2013: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0155
Total number of active participants reported on line 7a of the Form 55002013-01-0148
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0148
Number of employers contributing to the scheme2013-01-0110
2012: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0168
Total number of active participants reported on line 7a of the Form 55002012-01-0155
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0155
Number of employers contributing to the scheme2012-01-0114
2011: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0175
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0168
Number of employers contributing to the scheme2011-01-0122
2009: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01126
Total number of active participants reported on line 7a of the Form 55002009-01-0183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0183
Number of employers contributing to the scheme2009-01-0139

Form 5500 Responses for ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST

2022: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: ASSURITY SFL EPIC WELFARE BENEFIT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $220
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,762
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $139
Insurance broker organization code?3
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $151
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86
Insurance broker organization code?3
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,294
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $426
Insurance broker organization code?3
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,550
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $449
Insurance broker organization code?3
Insurance broker nameGOSSIN AGENCY
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered40
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,209
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $966
Insurance broker organization code?3
Insurance broker nameWILLIAM C FRYE
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered41
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,196
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $106,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $537
Insurance broker organization code?3
Insurance broker nameWILLIAM C FRYE
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered48
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,524
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $723
Insurance broker organization code?3
Insurance broker nameTAMIRA EBERHARDT
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered55
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,834
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $119,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $519
Insurance broker organization code?3
Insurance broker nameMDR INCORPORATED
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered68
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,982
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $160,725
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ASSURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71439 )
Policy contract numberG0050R0104-01
Policy instance 1
Insurance contract or identification numberG0050R0104-01
Number of Individuals Covered75
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,972
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $176,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,704
Insurance broker organization code?3
Insurance broker nameTOM VILKANSKAS

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