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| Plan Name | EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE |
| Plan identification number | 505 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | ADVISEWELL, INC. |
| Employer identification number (EIN): | 721081340 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 505 | 2015-01-01 | ADAM GERACE | |||
| 505 | 2014-01-01 | ADAM GERACE | |||
| 505 | 2011-01-01 | JOHN ALLEN | |||
| 505 | 2009-07-01 | JOHN ALLEN | |||
| 505 | 2009-07-01 | JOHN ALLEN |
| Measure | Date | Value |
|---|---|---|
| 2015: EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 337 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 337 |
| Total of all active and inactive participants | 2015-01-01 | 337 |
| Total participants | 2015-01-01 | 337 |
| 2014: EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 149 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 289 |
| Total of all active and inactive participants | 2014-01-01 | 289 |
| Total participants | 2014-01-01 | 289 |
| 2011: EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 149 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 247 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 247 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 247 |
| Number of participants with account balances | 2011-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Number of employers contributing to the scheme | 2011-01-01 | 0 |
| 2009: EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-07-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 175 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 175 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 175 |
| Number of participants with account balances | 2009-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Number of employers contributing to the scheme | 2009-07-01 | 0 |
| 2015: EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: EQ HEALTH SOLUTIONS LIFE, STD, LTD, VOL LIFE 2009 form 5500 responses | ||
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | Yes |
| 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) | No |
| 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 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 100481500 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 100-4815-00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 100-4815-00 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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