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PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 401k Plan overview

Plan NamePLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN
Plan identification number 507

PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

PLANSOURCE FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANSOURCE FINANCIAL SERVICES, INC.
Employer identification number (EIN):593707284
NAIC Classification:523900

Additional information about PLANSOURCE FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-12-07
Company Identification Number: P00000112152
Legal Registered Office Address: 101 S. GARLAND AVE

ORLANDO

32801

More information about PLANSOURCE FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072020-11-01SHARON BRAND2022-06-01
5072019-11-01JAGDISH CHUGANI2021-05-06
5072018-11-01JAGDISH CHUGANI2020-05-12
5072017-11-01JAGDISH CHUGANI2019-04-02
5072016-11-01
5072015-11-01JENNY SCHMIDT
5072014-11-01ASHLEY NOTTI

Plan Statistics for PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN

401k plan membership statisitcs for PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN

Measure Date Value
2020: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01149
Total number of active participants reported on line 7a of the Form 55002020-11-01165
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-010
Total of all active and inactive participants2020-11-01165
Number of employers contributing to the scheme2020-11-010
2019: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01171
Total number of active participants reported on line 7a of the Form 55002019-11-01149
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-01149
Number of employers contributing to the scheme2019-11-010
2018: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01207
Total number of active participants reported on line 7a of the Form 55002018-11-01197
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-010
Total of all active and inactive participants2018-11-01197
Number of employers contributing to the scheme2018-11-010
2017: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01114
Total number of active participants reported on line 7a of the Form 55002017-11-01149
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-01149
Number of employers contributing to the scheme2017-11-010
2016: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01112
Total number of active participants reported on line 7a of the Form 55002016-11-0199
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-0199
2015: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01335
Total number of active participants reported on line 7a of the Form 55002015-11-01159
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-01159
2014: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01112
Total number of active participants reported on line 7a of the Form 55002014-11-01153
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-01153

Form 5500 Responses for PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN

2020: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – InsuranceYes
2019: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – InsuranceYes
2018: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan benefit arrangement – InsuranceYes
2017: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes
2015: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes
2014: PLANSOURCE FINANCIAL SERVICES, INC. SHORT-TERM DISABILITY PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01First time form 5500 has been submittedYes
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5947719
Policy instance 1
Insurance contract or identification number5947719
Number of Individuals Covered1001
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $9,352
Total amount of fees paid to insurance companyUSD $2,259
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,352
Amount paid for insurance broker fees1392
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5947719
Policy instance 1
Insurance contract or identification number5947719
Number of Individuals Covered1019
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $8,951
Total amount of fees paid to insurance companyUSD $1,888
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,951
Amount paid for insurance broker fees1888
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number59447719
Policy instance 1
Insurance contract or identification number59447719
Number of Individuals Covered1068
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $8,389
Total amount of fees paid to insurance companyUSD $716
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,389
Amount paid for insurance broker fees716
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number471745
Policy instance 1
Insurance contract or identification number471745
Number of Individuals Covered583
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $25,095
Total amount of fees paid to insurance companyUSD $7,968
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $250,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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