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TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN 401k Plan overview

Plan NameTELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN
Plan identification number 501

TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TELLICO VILLAGE P.O.A. has sponsored the creation of one or more 401k plans.

Company Name:TELLICO VILLAGE P.O.A.
Employer identification number (EIN):621270164
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012021-01-01MITZI LANE
5012020-01-01

Financial Data on TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN

Measure Date Value
2021 : TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN 2021 401k financial data
Total income from all sources2021-12-31$109,422
Expenses. Total of all expenses incurred2021-12-31$109,422
Benefits paid (including direct rollovers)2021-12-31$101,710
Expenses. Other expenses not covered elsewhere2021-12-31$7,712
Net income (gross income less expenses)2021-12-31$0
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$109,422
2020 : TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN 2020 401k financial data
Total income from all sources2020-12-31$87,236
Expenses. Total of all expenses incurred2020-12-31$87,236
Benefits paid (including direct rollovers)2020-12-31$80,372
Expenses. Other expenses not covered elsewhere2020-12-31$6,864
Net income (gross income less expenses)2020-12-31$0
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$87,236

Form 5500 Responses for TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN

2021: TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: TELLICO VILLAGE PROPERTY OWNERS ASSOCIATION WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberMULTI
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number134039
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number234301
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number204081
Policy instance 2
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number134039
Policy instance 3

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