WALTON COMMUNITIES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALTON COMMUNITIES VISION PLAN
| Measure | Date | Value |
|---|
| 2022: WALTON COMMUNITIES VISION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-02-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-02-01 | 150 |
| Number of retired or separated participants receiving benefits | 2022-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-02-01 | 0 |
| Total of all active and inactive participants | 2022-02-01 | 150 |
| Number of employers contributing to the scheme | 2022-02-01 | 0 |
| 2021: WALTON COMMUNITIES VISION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-02-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 155 |
| Number of retired or separated participants receiving benefits | 2021-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-02-01 | 0 |
| Total of all active and inactive participants | 2021-02-01 | 155 |
| Number of employers contributing to the scheme | 2021-02-01 | 0 |
| 2020: WALTON COMMUNITIES VISION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-02-01 | 150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 155 |
| Number of retired or separated participants receiving benefits | 2020-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 0 |
| Total of all active and inactive participants | 2020-02-01 | 155 |
| Number of employers contributing to the scheme | 2020-02-01 | 0 |
| 2019: WALTON COMMUNITIES VISION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 123 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 101 |
| Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
| Total of all active and inactive participants | 2019-02-01 | 101 |
| Number of employers contributing to the scheme | 2019-02-01 | 0 |
| 2022: WALTON COMMUNITIES VISION PLAN 2022 form 5500 responses |
|---|
| 2022-02-01 | Type of plan entity | Single employer plan |
| 2022-02-01 | Plan funding arrangement – Insurance | Yes |
| 2022-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: WALTON COMMUNITIES VISION PLAN 2021 form 5500 responses |
|---|
| 2021-02-01 | Type of plan entity | Single employer plan |
| 2021-02-01 | Plan funding arrangement – Insurance | Yes |
| 2021-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: WALTON COMMUNITIES VISION PLAN 2020 form 5500 responses |
|---|
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | Plan funding arrangement – Insurance | Yes |
| 2020-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: WALTON COMMUNITIES VISION PLAN 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | First time form 5500 has been submitted | Yes |
| 2019-02-01 | Plan funding arrangement – Insurance | Yes |
| 2019-02-01 | Plan benefit arrangement – Insurance | Yes |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 737956-0737956 |
| Policy instance | 1 |
| Insurance contract or identification number | 737956-0737956 | | Number of Individuals Covered | 312 | | Insurance policy start date | 2022-02-01 | | Insurance policy end date | 2023-01-31 | | Total amount of commissions paid to insurance broker | USD $5,623 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,582 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,623 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 737956-0737956 |
| Policy instance | 1 |
| Insurance contract or identification number | 737956-0737956 | | Number of Individuals Covered | 297 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2022-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,033 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 737956-0737956 |
| Policy instance | 1 |
| Insurance contract or identification number | 737956-0737956 | | Number of Individuals Covered | 286 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,677 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 737956-0737956 |
| Policy instance | 1 |
| Insurance contract or identification number | 737956-0737956 | | Number of Individuals Covered | 238 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,008 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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