401k Plan data: LOCAL 6520 AETNA HEALTH plan

LOCAL 6520 AETNA HEALTH 401k Plan overview

Plan Name	LOCAL 6520 AETNA HEALTH
Plan identification number	509

LOCAL 6520 AETNA HEALTH Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Other welfare benefit cover

401k Sponsoring company profile

LOCAL 6520 INTERNATIONAL UNION UAW AFL CIO has sponsored the creation of one or more 401k plans.

Company Name: LOCAL 6520 INTERNATIONAL UNION UAW AFL CIO

Employer identification number (EIN): 593170810

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 6520 AETNA HEALTH

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
509 2015-04-01
509 2014-04-01

Plan Statistics for LOCAL 6520 AETNA HEALTH

401k plan membership statisitcs for LOCAL 6520 AETNA HEALTH

Measure Date Value
2015: LOCAL 6520 AETNA HEALTH 2015 401k membership
Total participants, beginning-of-year 2015-04-01 368
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 361
Total of all active and inactive participants 2015-04-01 361
Total participants 2015-04-01 361
2014: LOCAL 6520 AETNA HEALTH 2014 401k membership
Total participants, beginning-of-year 2014-04-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 368
Total of all active and inactive participants 2014-04-01 368
Total participants 2014-04-01 368

Measure	Date	Value
2015: LOCAL 6520 AETNA HEALTH 2015 401k membership
Total participants, beginning-of-year	2015-04-01	368
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	361
Total of all active and inactive participants	2015-04-01	361
Total participants	2015-04-01	361
2014: LOCAL 6520 AETNA HEALTH 2014 401k membership
Total participants, beginning-of-year	2014-04-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	368
Total of all active and inactive participants	2014-04-01	368
Total participants	2014-04-01	368

Form 5500 Responses for LOCAL 6520 AETNA HEALTH

2015: LOCAL 6520 AETNA HEALTH 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	Yes
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2014: LOCAL 6520 AETNA HEALTH 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	Yes
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 )

Policy contract number

0863643HNO

Policy instance

Insurance contract or identification number	0863643HNO
Number of Individuals Covered	361
Insurance policy start date	2015-04-01
Insurance policy end date	2016-03-31
Total amount of commissions paid to insurance broker	USD $113,844
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $113,844
Insurance broker name	LARRY DONNEL MCGLOCKTON

AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 )

Policy contract number

0863643HNO

Policy instance

Insurance contract or identification number	0863643HNO
Number of Individuals Covered	368
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Total amount of commissions paid to insurance broker	USD $125,535
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,466,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $125,535
Insurance broker name	LARRY DONNEL MCGLOCKTON

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Company Name:	LOCAL 6520 INTERNATIONAL UNION UAW AFL CIO
Employer identification number (EIN):	593170810
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations