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CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN 401k Plan overview

Plan NameCREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN
Plan identification number 509

CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover
  • 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

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:523110
NAIC Description:Investment Banking and Securities Dealing

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. LONG-TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092019-03-01
5092018-03-01
5092017-03-01JOE BUMPERS JOE BUMPERS2018-07-19

Plan Statistics for CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN

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

Measure Date Value
2019: CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01154
Total number of active participants reported on line 7a of the Form 55002019-03-010
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-010
2018: CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01160
Total number of active participants reported on line 7a of the Form 55002018-03-01154
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-01154
2017: CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-010
Total number of active participants reported on line 7a of the Form 55002017-03-01160
Total of all active and inactive participants2017-03-01160
Total participants2017-03-01160

Form 5500 Responses for CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN

2019: CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01This submission is the final filingYes
2019-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: CREWS AND ASSOCIATES, INC. LONG-TERM DISABILITY PLAN 2017 form 5500 responses
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)No
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

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF3-89046704601
Policy instance 1
Insurance contract or identification numberGF3-89046704601
Number of Individuals Covered149
Insurance policy start date2019-03-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $14,031
Total amount of fees paid to insurance companyUSD $525
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,031
Amount paid for insurance broker fees525
Additional information about fees paid to insurance brokerBONUS SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF3-89046704601
Policy instance 1
Insurance contract or identification numberGF3-89046704601
Number of Individuals Covered154
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $18,260
Total amount of fees paid to insurance companyUSD $1,731
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,260
Amount paid for insurance broker fees1731
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF389046704601
Policy instance 1
Insurance contract or identification numberGF389046704601
Number of Individuals Covered160
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $21,496
Total amount of fees paid to insurance companyUSD $1,770
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $92,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,496
Amount paid for insurance broker fees1770
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameTHE HATCHER AGENCY

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