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GEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY 401k Plan overview

Plan NameGEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY
Plan identification number 508

GEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

GEORGETOWN PREPARATORY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:GEORGETOWN PREPARATORY SCHOOL
Employer identification number (EIN):520591606
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082020-07-01CHRISTOPHER CRESSWELL2022-03-09

Plan Statistics for GEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY

401k plan membership statisitcs for GEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY

Measure Date Value
2020: GEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY 2020 401k membership
Total participants, beginning-of-year2020-07-010
Total number of active participants reported on line 7a of the Form 55002020-07-01149
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01149

Form 5500 Responses for GEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY

2020: GEORGETOWN PREPARATORY SCHOOL LIFE AND DISABILITY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01First time form 5500 has been submittedYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number930196
Policy instance 1
Insurance contract or identification number930196
Number of Individuals Covered149
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $21,288
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $90,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,288

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