IRWIN FRITCHIE URQUHART & MOORE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN
401k plan membership statisitcs for IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2020: IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 97 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 100 |
| Number of employers contributing to the scheme | 2020-12-01 | 0 |
| 2019: IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 107 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 5 |
| Total of all active and inactive participants | 2019-12-01 | 114 |
| Number of employers contributing to the scheme | 2019-12-01 | 0 |
| 2020: IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | First time form 5500 has been submitted | Yes |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| BLUECROSS BLUESHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 54111 ) |
| Policy contract number | 78458ERC |
| Policy instance | 1 |
| Insurance contract or identification number | 78458ERC | | Number of Individuals Covered | 169 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $53,190 | | Total amount of fees paid to insurance company | USD $22,730 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,201,484 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $53,190 | | Amount paid for insurance broker fees | 22730 | | Additional information about fees paid to insurance broker | INDIRECT COMPENSATION | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 661252 |
| Policy instance | 2 |
| Insurance contract or identification number | 661252 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $5,894 | | Total amount of fees paid to insurance company | USD $1,473 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,912 | | Amount paid for insurance broker fees | 1238 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 1448 |
| Policy instance | 3 |
| Insurance contract or identification number | 1448 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $2,615 | | Total amount of fees paid to insurance company | USD $1,145 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,306 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $2,615 | | Amount paid for insurance broker fees | 1145 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| BLUECROSS BLUESHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 54111 ) |
| Policy contract number | 78458ERC |
| Policy instance | 1 |
| Insurance contract or identification number | 78458ERC | | Number of Individuals Covered | 175 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $9,881 | | Total amount of fees paid to insurance company | USD $437 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,328,563 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 661252 |
| Policy instance | 2 |
| Insurance contract or identification number | 661252 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $5,880 | | Total amount of fees paid to insurance company | USD $1,469 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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