PLANSOURCE FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about PLANSOURCE FINANCIAL SERVICES, INC.
Submission information for form 5500 for 401k plan PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN
401k plan membership statisitcs for PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN
| Measure | Date | Value |
|---|
| 2020: PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 157 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 213 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 213 |
| Number of employers contributing to the scheme | 2020-11-01 | 0 |
| 2019: PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 174 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 157 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 157 |
| Number of employers contributing to the scheme | 2019-11-01 | 0 |
| 2018: PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 162 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 163 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 163 |
| Number of employers contributing to the scheme | 2018-11-01 | 0 |
| 2017: PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 123 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 151 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
| Total of all active and inactive participants | 2017-11-01 | 151 |
| Number of employers contributing to the scheme | 2017-11-01 | 0 |
| 2020: PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: PLANSOURCE FINANCIAL SERVICES, INC. VOLUNTARY ACCIDENT PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | First time form 5500 has been submitted | Yes |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 212928 |
| Policy instance | 1 |
| Insurance contract or identification number | 212928 | | Number of Individuals Covered | 354 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $8,152 | | Total amount of fees paid to insurance company | USD $1,055 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $41,433 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,152 | | Amount paid for insurance broker fees | 675 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION MARKETING FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 212928 |
| Policy instance | 1 |
| Insurance contract or identification number | 212928 | | Number of Individuals Covered | 272 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $8,636 | | Total amount of fees paid to insurance company | USD $653 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $36,903 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,636 | | Amount paid for insurance broker fees | 653 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 212928 |
| Policy instance | 1 |
| Insurance contract or identification number | 212928 | | Number of Individuals Covered | 293 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $12,094 | | Total amount of fees paid to insurance company | USD $674 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $35,752 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,094 | | Amount paid for insurance broker fees | 674 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0212928 |
| Policy instance | 1 |
| Insurance contract or identification number | 0212928 | | Number of Individuals Covered | 277 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $33,494 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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