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CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 401k Plan overview

Plan NameCREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN
Plan identification number 508

CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

CREWS AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CREWS AND ASSOCIATES, INC.
Employer identification number (EIN):710522369
NAIC Classification:523120
NAIC Description:Securities Brokerage

Additional information about CREWS AND ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-01-11
Company Identification Number: 0800760916
Legal Registered Office Address: PO BOX 1696

LITTLE ROCK
United States of America (USA)
72203

More information about CREWS AND ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082021-09-01
5082020-09-01
5082019-09-01
5082018-09-01
5082017-09-01
5082017-03-01JOE BUMPERS JOE BUMPERS2018-03-23

Plan Statistics for CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN

401k plan membership statisitcs for CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN

Measure Date Value
2021: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01168
Total number of active participants reported on line 7a of the Form 55002021-09-01149
Total of all active and inactive participants2021-09-01149
2020: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01157
Total number of active participants reported on line 7a of the Form 55002020-09-01168
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-01168
2019: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01176
Total number of active participants reported on line 7a of the Form 55002019-09-01157
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-01157
2018: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01174
Total number of active participants reported on line 7a of the Form 55002018-09-01176
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-01176
2017: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01180
Total number of active participants reported on line 7a of the Form 55002017-09-01174
Total of all active and inactive participants2017-09-01174
Total participants2017-09-01174
Total participants, beginning-of-year2017-03-010
Total number of active participants reported on line 7a of the Form 55002017-03-01180
Total of all active and inactive participants2017-03-01180
Total participants2017-03-01180

Form 5500 Responses for CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN

2021: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: CREWS AND ASSOCIATES, INC. LIFE INSURANCE AND SHORT-TERM DISABILITY PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-03-01Type of plan entitySingle employer plan
2017-03-01First time form 5500 has been submittedYes
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50014092
Policy instance 1
Insurance contract or identification number50014092
Number of Individuals Covered149
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $13,683
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $52,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,216
Insurance broker organization code?3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50014092
Policy instance 1
Insurance contract or identification number50014092
Number of Individuals Covered168
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $11,417
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,068
Insurance broker organization code?3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50014092
Policy instance 1
Insurance contract or identification number50014092
Number of Individuals Covered157
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $11,570
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,152
Insurance broker organization code?3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50014092
Policy instance 1
Insurance contract or identification number50014092
Number of Individuals Covered176
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $12,262
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,837
Insurance broker organization code?3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50014092
Policy instance 1
Insurance contract or identification number50014092
Number of Individuals Covered174
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $12,142
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $46,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50014092
Policy instance 1
Insurance contract or identification number50014092
Number of Individuals Covered180
Insurance policy start date2017-03-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $5,994
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $23,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27
Insurance broker organization code?3
Insurance broker nameACRISURE, LLC

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