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TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN 401k Plan overview

Plan NameTAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN
Plan identification number 508

TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN Benefits

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

401k Sponsoring company profile

TAMPA PREPARATORY ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:TAMPA PREPARATORY ACADEMY
Employer identification number (EIN):591618607
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082021-07-01 KIMBERLY BAGGETT2023-04-03
5082020-07-01CHRISTOPHER CRESSWELL2022-03-09

Plan Statistics for TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN

401k plan membership statisitcs for TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN

Measure Date Value
2021: TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01123
Total number of active participants reported on line 7a of the Form 55002021-07-01129
Total of all active and inactive participants2021-07-01129
2020: TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-010
Total number of active participants reported on line 7a of the Form 55002020-07-01123
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 participants2020-07-01123

Form 5500 Responses for TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN

2021: TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: TAMPA PREPARATORY SCHOOL LIFE AND DISABILITY PLAN 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 number931434
Policy instance 1
Insurance contract or identification number931434
Number of Individuals Covered129
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $23,394
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $117,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,394
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number931434
Policy instance 1
Insurance contract or identification number931434
Number of Individuals Covered123
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $29,001
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,001
Insurance broker organization code?3

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