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THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN 401k Plan overview

Plan NameTHE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN
Plan identification number 501

THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SPARTANBURG DAY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:SPARTANBURG DAY SCHOOL
Employer identification number (EIN):570371816
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01SHEILA CASH2024-01-19
5012021-07-01CHRISTY TAYLOR2023-02-22

Plan Statistics for THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN

401k plan membership statisitcs for THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN

Measure Date Value
2022: THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01103
Total number of active participants reported on line 7a of the Form 55002022-07-01108
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01108
Number of employers contributing to the scheme2022-07-010
2021: THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01100
Total number of active participants reported on line 7a of the Form 55002021-07-01103
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01103
Number of employers contributing to the scheme2021-07-010

Form 5500 Responses for THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN

2022: THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE SPARTANBURG DAY SCHOOL HEALTH & WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01First time form 5500 has been submittedYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number21833
Policy instance 1
Insurance contract or identification number21833
Number of Individuals Covered108
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $19,921
Total amount of fees paid to insurance companyUSD $2,422
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $111,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,325
Amount paid for insurance broker fees2422
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number18107
Policy instance 1
Insurance contract or identification number18107
Number of Individuals Covered87
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number21833
Policy instance 2
Insurance contract or identification number21833
Number of Individuals Covered103
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $17,631
Total amount of fees paid to insurance companyUSD $2,450
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $91,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,641
Amount paid for insurance broker fees2450
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3

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