401k Plan data: RELYANCE BANK GROUP LIFE AND AD&D plan

RELYANCE BANK GROUP LIFE AND AD&D 401k Plan overview

Plan Name	RELYANCE BANK GROUP LIFE AND AD&D
Plan identification number	502

RELYANCE BANK GROUP LIFE AND AD&D Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Other welfare benefit cover

401k Sponsoring company profile

JEFFERSON BANCSHARES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEFFERSON BANCSHARES, INC.

Employer identification number (EIN): 710759281

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about JEFFERSON BANCSHARES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1983-08-25

Company Identification Number: 0066913600

Legal Registered Office Address: 1900 BROADWAY ST STE 900

SAN ANTONIO
United States of America (USA)
78215

More information about JEFFERSON BANCSHARES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RELYANCE BANK GROUP LIFE AND AD&D

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2014-10-01
502 2013-10-01
502 2012-10-01 GREG GARNER GREG GARNER 2014-06-25
502 2011-10-01 GREG GARNER GREG GARNER 2014-06-25
502 2010-10-01 GREG GARNER GREG GARNER 2014-06-25
502 2009-10-01
502 2009-07-01
502 2008-07-01
502 2007-07-01
502 2006-07-01

Plan Statistics for RELYANCE BANK GROUP LIFE AND AD&D

401k plan membership statisitcs for RELYANCE BANK GROUP LIFE AND AD&D

Measure Date Value
2014: RELYANCE BANK GROUP LIFE AND AD&D 2014 401k membership
Total participants, beginning-of-year 2014-10-01 154
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 0
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 0
2013: RELYANCE BANK GROUP LIFE AND AD&D 2013 401k membership
Total participants, beginning-of-year 2013-10-01 154
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 154
Total of all active and inactive participants 2013-10-01 154
2012: RELYANCE BANK GROUP LIFE AND AD&D 2012 401k membership
Total participants, beginning-of-year 2012-10-01 159
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 154
Total of all active and inactive participants 2012-10-01 154
2011: RELYANCE BANK GROUP LIFE AND AD&D 2011 401k membership
Total participants, beginning-of-year 2011-10-01 155
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 159
Total of all active and inactive participants 2011-10-01 159
2010: RELYANCE BANK GROUP LIFE AND AD&D 2010 401k membership
Total participants, beginning-of-year 2010-10-01 158
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 155
Total of all active and inactive participants 2010-10-01 155
2009: RELYANCE BANK GROUP LIFE AND AD&D 2009 401k membership
Total participants, beginning-of-year 2009-10-01 155
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 158
Total of all active and inactive participants 2009-10-01 158
Total participants, beginning-of-year 2009-07-01 154
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 155
Total of all active and inactive participants 2009-07-01 155
2008: RELYANCE BANK GROUP LIFE AND AD&D 2008 401k membership
Total participants, beginning-of-year 2008-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 154
Total of all active and inactive participants 2008-07-01 154
2007: RELYANCE BANK GROUP LIFE AND AD&D 2007 401k membership
Total participants, beginning-of-year 2007-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 144
Total of all active and inactive participants 2007-07-01 144
2006: RELYANCE BANK GROUP LIFE AND AD&D 2006 401k membership
Total participants, beginning-of-year 2006-07-01 119
Total number of active participants reported on line 7a of the Form 5500 2006-07-01 119
Total of all active and inactive participants 2006-07-01 119

Measure	Date	Value
2014: RELYANCE BANK GROUP LIFE AND AD&D 2014 401k membership
Total participants, beginning-of-year	2014-10-01	154
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	0
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	0
2013: RELYANCE BANK GROUP LIFE AND AD&D 2013 401k membership
Total participants, beginning-of-year	2013-10-01	154
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	154
Total of all active and inactive participants	2013-10-01	154
2012: RELYANCE BANK GROUP LIFE AND AD&D 2012 401k membership
Total participants, beginning-of-year	2012-10-01	159
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	154
Total of all active and inactive participants	2012-10-01	154
2011: RELYANCE BANK GROUP LIFE AND AD&D 2011 401k membership
Total participants, beginning-of-year	2011-10-01	155
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	159
Total of all active and inactive participants	2011-10-01	159
2010: RELYANCE BANK GROUP LIFE AND AD&D 2010 401k membership
Total participants, beginning-of-year	2010-10-01	158
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	155
Total of all active and inactive participants	2010-10-01	155
2009: RELYANCE BANK GROUP LIFE AND AD&D 2009 401k membership
Total participants, beginning-of-year	2009-10-01	155
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	158
Total of all active and inactive participants	2009-10-01	158
Total participants, beginning-of-year	2009-07-01	154
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	155
Total of all active and inactive participants	2009-07-01	155
2008: RELYANCE BANK GROUP LIFE AND AD&D 2008 401k membership
Total participants, beginning-of-year	2008-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	154
Total of all active and inactive participants	2008-07-01	154
2007: RELYANCE BANK GROUP LIFE AND AD&D 2007 401k membership
Total participants, beginning-of-year	2007-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	144
Total of all active and inactive participants	2007-07-01	144
2006: RELYANCE BANK GROUP LIFE AND AD&D 2006 401k membership
Total participants, beginning-of-year	2006-07-01	119
Total number of active participants reported on line 7a of the Form 5500	2006-07-01	119
Total of all active and inactive participants	2006-07-01	119

Form 5500 Responses for RELYANCE BANK GROUP LIFE AND AD&D

2014: RELYANCE BANK GROUP LIFE AND AD&D 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	Yes
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2013: RELYANCE BANK GROUP LIFE AND AD&D 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2012: RELYANCE BANK GROUP LIFE AND AD&D 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2011: RELYANCE BANK GROUP LIFE AND AD&D 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2010: RELYANCE BANK GROUP LIFE AND AD&D 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2009: RELYANCE BANK GROUP LIFE AND AD&D 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2008: RELYANCE BANK GROUP LIFE AND AD&D 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	Plan benefit arrangement – Insurance	Yes
2007: RELYANCE BANK GROUP LIFE AND AD&D 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Insurance	Yes
2007-07-01	Plan benefit arrangement – Insurance	Yes
2006: RELYANCE BANK GROUP LIFE AND AD&D 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No
2006-07-01	Plan funding arrangement – Insurance	Yes
2006-07-01	Plan benefit arrangement – Insurance	Yes

Potentially related plans

RELYANCE BANK, N.A. SAFE HARBOR 401(K) PLAN [EIN = 710764688]

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Company Name:	JEFFERSON BANCSHARES, INC.
Employer identification number (EIN):	710759281
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1983-08-25
Company Identification Number:	0066913600
Legal Registered Office Address:	1900 BROADWAY ST STE 900 SAN ANTONIO United States of America (USA) 78215