TRADITION AMERICA HOLDINGS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRADITION LONG TERM DISABILITY PLAN
Measure | Date | Value |
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2022: TRADITION LONG TERM DISABILITY PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 442 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 459 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
Total of all active and inactive participants | 2022-04-01 | 459 |
Number of employers contributing to the scheme | 2022-04-01 | 0 |
2021: TRADITION LONG TERM DISABILITY PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 456 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 442 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
Total of all active and inactive participants | 2021-04-01 | 442 |
Number of employers contributing to the scheme | 2021-04-01 | 0 |
2020: TRADITION LONG TERM DISABILITY PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 475 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 456 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
Total of all active and inactive participants | 2020-04-01 | 456 |
Number of employers contributing to the scheme | 2020-04-01 | 0 |
2019: TRADITION LONG TERM DISABILITY PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 475 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 475 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
Total of all active and inactive participants | 2019-04-01 | 475 |
Number of employers contributing to the scheme | 2019-04-01 | 0 |
2018: TRADITION LONG TERM DISABILITY PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 475 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 475 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
Total of all active and inactive participants | 2018-04-01 | 475 |
Number of employers contributing to the scheme | 2018-04-01 | 0 |
2017: TRADITION LONG TERM DISABILITY PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 475 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 475 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 475 |
2016: TRADITION LONG TERM DISABILITY PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 486 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 475 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
Total of all active and inactive participants | 2016-04-01 | 475 |
2015: TRADITION LONG TERM DISABILITY PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 493 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 487 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
Total of all active and inactive participants | 2015-04-01 | 487 |
2022: TRADITION LONG TERM DISABILITY PLAN 2022 form 5500 responses |
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2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Plan funding arrangement – Insurance | Yes |
2022-04-01 | Plan benefit arrangement – Insurance | Yes |
2021: TRADITION LONG TERM DISABILITY PLAN 2021 form 5500 responses |
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2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Plan funding arrangement – Insurance | Yes |
2021-04-01 | Plan benefit arrangement – Insurance | Yes |
2020: TRADITION LONG TERM DISABILITY PLAN 2020 form 5500 responses |
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2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Plan funding arrangement – Insurance | Yes |
2020-04-01 | Plan benefit arrangement – Insurance | Yes |
2019: TRADITION LONG TERM DISABILITY PLAN 2019 form 5500 responses |
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2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Plan funding arrangement – Insurance | Yes |
2019-04-01 | Plan benefit arrangement – Insurance | Yes |
2018: TRADITION LONG TERM DISABILITY PLAN 2018 form 5500 responses |
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2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Plan funding arrangement – Insurance | Yes |
2018-04-01 | Plan benefit arrangement – Insurance | Yes |
2017: TRADITION LONG TERM DISABILITY PLAN 2017 form 5500 responses |
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2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Plan funding arrangement – Insurance | Yes |
2017-04-01 | Plan benefit arrangement – Insurance | Yes |
2016: TRADITION LONG TERM DISABILITY PLAN 2016 form 5500 responses |
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2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Insurance | Yes |
2016-04-01 | Plan benefit arrangement – Insurance | Yes |
2015: TRADITION LONG TERM DISABILITY PLAN 2015 form 5500 responses |
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2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan benefit arrangement – Insurance | Yes |
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 711023 |
Policy instance | 1 |
Insurance contract or identification number | 711023 | Number of Individuals Covered | 459 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $60,162 | Total amount of fees paid to insurance company | USD $8,000 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $448,977 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,713 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
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CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | BNK960051 |
Policy instance | 1 |
Insurance contract or identification number | BNK960051 | Number of Individuals Covered | 442 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,572 | Total amount of fees paid to insurance company | USD $4,584 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,719 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $1,572 | Amount paid for insurance broker fees | 3798 | Additional information about fees paid to insurance broker | OVERRIDE | Insurance broker organization code? | 3 |
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CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | BNK960051 |
Policy instance | 2 |
Insurance contract or identification number | BNK960051 | Number of Individuals Covered | 442 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $17,076 | Total amount of fees paid to insurance company | USD $8,538 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $170,757 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $17,076 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | SERVICE FEES |
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CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | BNK960051 |
Policy instance | 1 |
Insurance contract or identification number | BNK960051 | Number of Individuals Covered | 456 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $17,413 | Total amount of fees paid to insurance company | USD $12,533 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $174,129 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $17,413 | Amount paid for insurance broker fees | 3827 | Additional information about fees paid to insurance broker | OVERRIDE | Insurance broker organization code? | 3 |
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CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | BNK960051 |
Policy instance | 1 |
Insurance contract or identification number | BNK960051 | Number of Individuals Covered | 475 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $19,120 | Total amount of fees paid to insurance company | USD $7,947 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $191,203 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $19,120 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | SALES AND SERVICE |
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CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 ) |
Policy contract number | BNK960051 |
Policy instance | 1 |
Insurance contract or identification number | BNK960051 | Number of Individuals Covered | 475 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $19,359 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $193,590 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $19,359 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | CAPACITY BENEFITS GROUP |
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