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CLARKE UNIVERSITY GROUP DISABILITY PLAN 401k Plan overview

Plan NameCLARKE UNIVERSITY GROUP DISABILITY PLAN
Plan identification number 503

CLARKE UNIVERSITY GROUP DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

CLARKE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:CLARKE UNIVERSITY
Employer identification number (EIN):420680408
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARKE UNIVERSITY GROUP DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032018-01-01
5032017-01-01DAISY HALVORSON
5032016-01-01DAISY HALVORSON
5032015-01-01DAISY HALVORSON DAISY HALVORSON2016-03-10
5032014-01-01DAISY HALVORSON
5032013-01-01DAISY HALVORSON
5032012-01-01DAISY HALVORSON DAISY HALVORSON2013-06-10
5032011-01-01DEANNA MCCORMICK
5032010-11-01DEANNA MCCORMICK
5032009-11-01DEANNA MCCORMICK
5032008-11-01DEANNA MCCORMICK

Plan Statistics for CLARKE UNIVERSITY GROUP DISABILITY PLAN

401k plan membership statisitcs for CLARKE UNIVERSITY GROUP DISABILITY PLAN

Measure Date Value
2018: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01232
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01244
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Total of all active and inactive participants2017-01-01232
Total participants2017-01-01232
2016: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01237
Total number of active participants reported on line 7a of the Form 55002016-01-01244
Total of all active and inactive participants2016-01-01244
Total participants2016-01-01244
2015: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01237
Total of all active and inactive participants2015-01-01237
Total participants2015-01-01237
2014: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Total of all active and inactive participants2014-01-01256
Total participants2014-01-01256
2013: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01245
Total number of active participants reported on line 7a of the Form 55002013-01-01251
Total of all active and inactive participants2013-01-01251
Total participants2013-01-01251
2012: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01230
Total number of active participants reported on line 7a of the Form 55002012-01-01245
Total of all active and inactive participants2012-01-01245
Total participants2012-01-01245
2011: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01228
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Total of all active and inactive participants2011-01-01230
Total participants2011-01-01230
2010: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01217
Total number of active participants reported on line 7a of the Form 55002010-11-01228
Total of all active and inactive participants2010-11-01228
Total participants2010-11-01228
2009: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01217
Total number of active participants reported on line 7a of the Form 55002009-11-01217
Total of all active and inactive participants2009-11-01217
Total participants2009-11-01217
2008: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-11-01201
Total number of active participants reported on line 7a of the Form 55002008-11-01217
Total of all active and inactive participants2008-11-01217
Total participants2008-11-01217

Form 5500 Responses for CLARKE UNIVERSITY GROUP DISABILITY PLAN

2018: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan benefit arrangement – InsuranceYes
2009: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan benefit arrangement – InsuranceYes
2008: CLARKE UNIVERSITY GROUP DISABILITY PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – InsuranceYes
2008-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number283876-2833879
Policy instance 1
Insurance contract or identification number283876-2833879
Number of Individuals Covered232
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,042
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $30,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,675
Insurance broker organization code?3
Insurance broker nameNORTHWEST COMPREHENSIVE INC

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