401k Plan data: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN plan

SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 401k Plan overview

Plan Name	SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN
Plan identification number	501

SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Temporary disability (accident and sickness)

401k Sponsoring company profile

SANDLER, TRAVIS & ROSENBERG, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SANDLER, TRAVIS & ROSENBERG, P.A.

Employer identification number (EIN): 592027519

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2017-01-01
501 2016-01-01 FRANK FAY
501 2015-01-01 FRANK FAY
501 2014-01-01 REGINALD HOLMES
501 2013-01-01 REGINALD HOLMES
501 2012-01-01 REGINALD HOLMES
501 2011-01-01 REGINALD HOLMES
501 2010-01-01 REGINALD HOLMES
501 2009-01-01 REGINALD HOLMES
501 2008-01-01 REGINALD HOLMES

Plan Statistics for SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN

401k plan membership statisitcs for SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN

Measure Date Value
2017: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 236
Total of all active and inactive participants 2017-01-01 236
2016: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 318
Total of all active and inactive participants 2016-01-01 318
2015: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 282
Total of all active and inactive participants 2015-01-01 282
2014: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 288
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 289
2013: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 276
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 277
2012: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 292
Total of all active and inactive participants 2012-01-01 292
2011: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 277
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 300
Number of retired or separated participants receiving benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 304
2010: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 276
Number of retired or separated participants receiving benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 284
2009: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 310
Number of retired or separated participants receiving benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 323
2008: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 325
Number of retired or separated participants receiving benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 327

Measure	Date	Value
2017: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	236
Total of all active and inactive participants	2017-01-01	236
2016: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	318
Total of all active and inactive participants	2016-01-01	318
2015: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	282
Total of all active and inactive participants	2015-01-01	282
2014: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	288
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	289
2013: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	276
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	277
2012: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	292
Total of all active and inactive participants	2012-01-01	292
2011: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	277
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	300
Number of retired or separated participants receiving benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	304
2010: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	276
Number of retired or separated participants receiving benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	284
2009: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	310
Number of retired or separated participants receiving benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	323
2008: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	325
Number of retired or separated participants receiving benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	327

Form 5500 Responses for SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN

2017: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2008: SANDLER, TRAVIS & ROSENBERG EMPLOYEE BENEFITS PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	2486980
Policy instance	5
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	087341
Policy instance	4
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	529415
Policy instance	3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00499620
Policy instance	2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	SL-620941
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00499620
Policy instance	2
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number	MLI043061
Policy instance	3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number	0002486980
Policy instance	4
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	R0377507
Policy instance	5
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	529415
Policy instance	6
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	087341
Policy instance	7
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	566739
Policy instance	8
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	SL-620941
Policy instance	1
UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	529415
Policy instance	2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	SL-620941
Policy instance	3
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number	MLI040936
Policy instance	1
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number	MLI038348
Policy instance	2
UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	87341
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	SL-620941
Policy instance	3
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number	MLI030640
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	SL-620941
Policy instance	2
UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	87341
Policy instance	3
UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	87341
Policy instance	3
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number	MLI030640
Policy instance	2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	SL-620941
Policy instance	1
UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	087341
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	SL-620941
Policy instance	2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	SL-620941
Policy instance	2
UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	87341
Policy instance	1
UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number	087341
Policy instance	1
AIG (National Association of Insurance Commissioners NAIC id number: 19402 )
Policy contract number	280-4923
Policy instance	2

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Company Name:	SANDLER, TRAVIS & ROSENBERG, P.A.
Employer identification number (EIN):	592027519
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
501	2017-01-01
501	2016-01-01	FRANK FAY
501	2015-01-01	FRANK FAY
501	2014-01-01	REGINALD HOLMES
501	2013-01-01	REGINALD HOLMES
501	2012-01-01	REGINALD HOLMES
501	2011-01-01	REGINALD HOLMES
501	2010-01-01	REGINALD HOLMES
501	2009-01-01	REGINALD HOLMES
501	2008-01-01	REGINALD HOLMES