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NEW SOUTH ASSOCIATES- LTD & STD 401k Plan overview

Plan NameNEW SOUTH ASSOCIATES- LTD & STD
Plan identification number 502

NEW SOUTH ASSOCIATES- LTD & STD Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

NEW SOUTH ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW SOUTH ASSOCIATES, INC.
Employer identification number (EIN):581810664
NAIC Classification:541370
NAIC Description:Surveying and Mapping (except Geophysical) Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW SOUTH ASSOCIATES- LTD & STD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01JANELSIA WHEELER2023-07-18
5022021-01-01JANELSIA WHEELER2022-10-10

Plan Statistics for NEW SOUTH ASSOCIATES- LTD & STD

401k plan membership statisitcs for NEW SOUTH ASSOCIATES- LTD & STD

Measure Date Value
2022: NEW SOUTH ASSOCIATES- LTD & STD 2022 401k membership
Total participants, beginning-of-year2022-01-01115
Total number of active participants reported on line 7a of the Form 55002022-01-01107
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01107
Number of employers contributing to the scheme2022-01-010
2021: NEW SOUTH ASSOCIATES- LTD & STD 2021 401k membership
Total participants, beginning-of-year2021-01-01107
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01115
Number of employers contributing to the scheme2021-01-010

Form 5500 Responses for NEW SOUTH ASSOCIATES- LTD & STD

2022: NEW SOUTH ASSOCIATES- LTD & STD 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: NEW SOUTH ASSOCIATES- LTD & STD 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number33252300
Policy instance 1
Insurance contract or identification number33252300
Number of Individuals Covered107
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,963
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $3,963
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number33252300
Policy instance 1
Insurance contract or identification number33252300
Number of Individuals Covered115
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $40,656
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $40,656
Amount paid for insurance broker fees0
Insurance broker organization code?3

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