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EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 401k Plan overview

Plan NameEMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT
Plan identification number 505

EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT Benefits

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

401k Sponsoring company profile

EMORY AND HENRY COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:EMORY AND HENRY COLLEGE
Employer identification number (EIN):540505892
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052018-01-01KIM STEINER
5052017-01-01MARK GRAHAM MARK GRAHAM2018-12-13
5052016-01-01 MARK GRAHAM2018-12-13
5052015-01-01
5052014-01-01MARK GRAHAM2018-12-13
5052013-01-01MARK GRAHAM MARK GRAHAM2018-12-13
5052012-01-01MARK GRAHAM MARK GRAHAM2018-12-13

Plan Statistics for EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT

401k plan membership statisitcs for EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT

Measure Date Value
2018: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2018 401k membership
Total participants, beginning-of-year2018-01-01419
Total number of active participants reported on line 7a of the Form 55002018-01-01327
Number of retired or separated participants receiving benefits2018-01-0192
Total of all active and inactive participants2018-01-01419
Total participants2018-01-01419
2017: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2017 401k membership
Total participants, beginning-of-year2017-01-01373
Total number of active participants reported on line 7a of the Form 55002017-01-01393
Total of all active and inactive participants2017-01-01393
2016: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2016 401k membership
Total participants, beginning-of-year2016-01-01381
Total number of active participants reported on line 7a of the Form 55002016-01-01373
Total of all active and inactive participants2016-01-01373
2015: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01345
Total number of active participants reported on line 7a of the Form 55002015-01-01381
Total of all active and inactive participants2015-01-01381
2014: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01287
Total number of active participants reported on line 7a of the Form 55002014-01-01345
Total of all active and inactive participants2014-01-01345
2013: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01298
Total number of active participants reported on line 7a of the Form 55002013-01-01287
Total of all active and inactive participants2013-01-01287
2012: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01298
Total number of active participants reported on line 7a of the Form 55002012-01-01298
Total of all active and inactive participants2012-01-01298

Form 5500 Responses for EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT

2018: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 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 filingNo
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: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMORY & HENRY COLLEGE GROUP LIFE, DISABILITY, AND ACCIDENTAL DEATH & DISMEMBERMENT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1041926
Policy instance 1
Insurance contract or identification number1041926
Number of Individuals Covered370
Insurance policy start date2017-01-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $2,970
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $22,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,970
Insurance broker organization code?3
Insurance broker nameEDUCATIONAL & INSTITUTIONAL INS ADM
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number163090
Policy instance 2
Insurance contract or identification number163090
Number of Individuals Covered393
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $28,696
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,696
Insurance broker organization code?3
Insurance broker nameEDUCATIONAL & INSTITUTIONAL INS ADM
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402326G
Policy instance 1
Insurance contract or identification number402326G
Number of Individuals Covered287
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,760
Total amount of fees paid to insurance companyUSD $3,222
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $117,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,760
Insurance broker organization code?3
Amount paid for insurance broker fees3222
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameBB&T INS SERVICES INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402326G
Policy instance 1
Insurance contract or identification number402326G
Number of Individuals Covered298
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,830
Total amount of fees paid to insurance companyUSD $9,411
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $128,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,830
Insurance broker organization code?3
Amount paid for insurance broker fees9411
Additional information about fees paid to insurance brokerADMINISTRATIVE AND BONUS FEES
Insurance broker nameBB&T INS SERVICES INC

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