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APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN 401k Plan overview

Plan NameAPPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN
Plan identification number 501

APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

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

Company Name:APPLEBAUM & ASSOCIATES SOUTH, INC.
Employer identification number (EIN):592436282
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-01-01
5012016-01-01
5012015-01-01

Plan Statistics for APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN

401k plan membership statisitcs for APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN

Measure Date Value
2017: APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Total of all active and inactive participants2017-01-01100
2016: APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01101
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Total of all active and inactive participants2016-01-01103
2015: APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Total of all active and inactive participants2015-01-01101

Form 5500 Responses for APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN

2017: APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: APPLEBAUM & ASSOCIATES SOUTH, INC PREMIUM ONLY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number739598
Policy instance 1
Insurance contract or identification number739598
Number of Individuals Covered79
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $26,344
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $443,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,344
Insurance broker organization code?3
Insurance broker nameRHEINGOLD BICK INSURANCE LLC
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number739598
Policy instance 2
Insurance contract or identification number739598
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,539
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $208,976
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,539
Insurance broker organization code?3
Insurance broker nameRHEINGOLD BICK INSURANCE LLC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number739598
Policy instance 3
Insurance contract or identification number739598
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $237
Insurance broker nameRHEINGOLD BICK INSURANCE LLC
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number739598
Policy instance 1
Insurance contract or identification number739598
Number of Individuals Covered83
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27,650
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $446,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,650
Insurance broker organization code?3
Insurance broker nameRHEINGOLD BICK INSURANCE LLC
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number739598
Policy instance 2
Insurance contract or identification number739598
Number of Individuals Covered18
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,851
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $172,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,851
Insurance broker organization code?3
Insurance broker nameRHEINGOLD BICK INSURANCE LLC

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