JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN
| Measure | Date | Value |
|---|
| 2019: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 182 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 192 |
| Total of all active and inactive participants | 2019-01-01 | 192 |
| 2018: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 182 |
| Total of all active and inactive participants | 2018-06-01 | 182 |
| 2017: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 184 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 177 |
| Total of all active and inactive participants | 2017-06-01 | 177 |
| 2016: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 181 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 184 |
| Total of all active and inactive participants | 2016-06-01 | 184 |
| 2015: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 170 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 181 |
| Total of all active and inactive participants | 2015-06-01 | 181 |
| 2014: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 170 |
| Total of all active and inactive participants | 2014-06-01 | 170 |
| 2013: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 176 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 177 |
| Total of all active and inactive participants | 2013-06-01 | 177 |
| 2012: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 171 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 176 |
| Total of all active and inactive participants | 2012-06-01 | 176 |
| 2011: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 175 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 171 |
| Total of all active and inactive participants | 2011-06-01 | 171 |
| 2009: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 181 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 177 |
| Total of all active and inactive participants | 2009-06-01 | 177 |
| Total participants | 2009-06-01 | 177 |
| 2019: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: JAFFE, RAITT, HEUER & WEISS, PC LTD PLAN 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 388515 |
| Policy instance | 1 |
| Insurance contract or identification number | 388515 | | Number of Individuals Covered | 192 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $11,422 | | Total amount of fees paid to insurance company | USD $2,841 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $143,493 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,422 | | Amount paid for insurance broker fees | 2841 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 388515 |
| Policy instance | 1 |
| Insurance contract or identification number | 388515 | | Number of Individuals Covered | 177 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-08-01 | | Total amount of commissions paid to insurance broker | USD $10,969 | | Total amount of fees paid to insurance company | USD $4,634 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $135,235 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000388515 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000388515 | | Number of Individuals Covered | 181 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-08-01 | | Total amount of commissions paid to insurance broker | USD $5,065 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $127,896 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,065 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL D. BENSON |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000388515 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000388515 | | Number of Individuals Covered | 170 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-08-01 | | Total amount of commissions paid to insurance broker | USD $5,250 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $115,339 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,250 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL D. BENSON |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000388515 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000388515 | | Number of Individuals Covered | 176 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-08-01 | | Total amount of commissions paid to insurance broker | USD $5,182 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,182 | | Insurance broker organization code? | 3 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,245,208 | | Insurance broker name | MICHAEL D. BENSON |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000388515 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000388515 | | Number of Individuals Covered | 176 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-08-01 | | Total amount of commissions paid to insurance broker | USD $5,187 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,187 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL D. BENSON |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000388515 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000388515 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-08-01 | | Total amount of commissions paid to insurance broker | USD $3,717 | | Total amount of fees paid to insurance company | USD $846 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000388515 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000388515 | | Number of Individuals Covered | 175 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-08-01 | | Total amount of commissions paid to insurance broker | USD $6,589 | | Total amount of fees paid to insurance company | USD $1,547 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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