CUSHING TERRELL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CTA INC LIFE & DISABILITY PLAN
| Measure | Date | Value |
|---|
| 2022: CTA INC LIFE & DISABILITY PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 370 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 414 |
| Total of all active and inactive participants | 2022-07-01 | 414 |
| 2021: CTA INC LIFE & DISABILITY PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 403 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 370 |
| Total of all active and inactive participants | 2021-07-01 | 370 |
| 2020: CTA INC LIFE & DISABILITY PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 368 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 403 |
| Total of all active and inactive participants | 2020-07-01 | 403 |
| 2019: CTA INC LIFE & DISABILITY PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 424 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 368 |
| Total of all active and inactive participants | 2019-07-01 | 368 |
| 2018: CTA INC LIFE & DISABILITY PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 418 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 424 |
| Total of all active and inactive participants | 2018-07-01 | 424 |
| 2017: CTA INC LIFE & DISABILITY PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 403 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 418 |
| Total of all active and inactive participants | 2017-07-01 | 418 |
| 2016: CTA INC LIFE & DISABILITY PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 388 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 403 |
| Total of all active and inactive participants | 2016-07-01 | 403 |
| 2015: CTA INC LIFE & DISABILITY PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 381 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 388 |
| Total of all active and inactive participants | 2015-07-01 | 388 |
| 2014: CTA INC LIFE & DISABILITY PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 336 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 381 |
| Total of all active and inactive participants | 2014-07-01 | 381 |
| 2013: CTA INC LIFE & DISABILITY PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 336 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 336 |
| Total of all active and inactive participants | 2013-07-01 | 336 |
| 2012: CTA INC LIFE & DISABILITY PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 338 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 338 |
| Total of all active and inactive participants | 2012-07-01 | 338 |
| 2022: CTA INC LIFE & DISABILITY PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: CTA INC LIFE & DISABILITY PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: CTA INC LIFE & DISABILITY PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: CTA INC LIFE & DISABILITY PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: CTA INC LIFE & DISABILITY PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: CTA INC LIFE & DISABILITY PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: CTA INC LIFE & DISABILITY PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: CTA INC LIFE & DISABILITY PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: CTA INC LIFE & DISABILITY PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: CTA INC LIFE & DISABILITY PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: CTA INC LIFE & DISABILITY PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | First time form 5500 has been submitted | Yes |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 005818 |
| Policy instance | 1 |
| Insurance contract or identification number | 005818 | | Number of Individuals Covered | 421 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $24,592 | | Total amount of fees paid to insurance company | USD $8,197 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $157,941 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,592 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 8197 | | Additional information about fees paid to insurance broker | BONUS |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 005818 |
| Policy instance | 1 |
| Insurance contract or identification number | 005818 | | Number of Individuals Covered | 414 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $20,534 | | Total amount of fees paid to insurance company | USD $6,845 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $130,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,534 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 6845 | | Additional information about fees paid to insurance broker | BONUS |
|
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
| Policy contract number | 005818 |
| Policy instance | 1 |
| Insurance contract or identification number | 005818 | | Number of Individuals Covered | 361 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $18,893 | | Total amount of fees paid to insurance company | USD $6,298 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $125,954 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,893 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 6298 | | Additional information about fees paid to insurance broker | BONUS |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000403005699 |
| Policy instance | 4 |
| Insurance contract or identification number | 000403005699 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $182 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | VOL- AD&D, SPOUSE AD&D, CHILD LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $1,210 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $182 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,939 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | VOL-LIFE, CHILD LIFE, & SPOUSE LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $12,923 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,939 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010218926 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010218926 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $6,905 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $46,034 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,905 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010218925 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010218925 | | Number of Individuals Covered | 419 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,355 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | DEPENDENT LIFE, AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $15,701 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,355 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000403005699 |
| Policy instance | 4 |
| Insurance contract or identification number | 000403005699 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $303 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | VOL- AD&D, SPOUSE AD&D, CHILD LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $2,016 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $303 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $3,309 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | VOL-LIFE, CHILD LIFE, & SPOUSE LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $22,060 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,309 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010218926 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010218926 | | Number of Individuals Covered | 424 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $13,903 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $92,683 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,903 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010218925 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010218925 | | Number of Individuals Covered | 424 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $4,871 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | DEPENDENT LIFE, AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $32,474 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,871 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010218926 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010218926 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $10,729 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $71,527 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,729 | | Insurance broker organization code? | 3 | | Insurance broker name | LEAVITT GREAT WEST INS SVCS |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010218925 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010218925 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $3,984 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | DEPENDENT LIFE, AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $26,562 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,984 | | Insurance broker organization code? | 3 | | Insurance broker name | LEAVITT GREAT WEST INS SVCS |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5463901 |
| Policy instance | 1 |
| Insurance contract or identification number | 5463901 | | Number of Individuals Covered | 388 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $16,474 | | Total amount of fees paid to insurance company | USD $590 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $118,586 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,474 | | Amount paid for insurance broker fees | 590 | | Additional information about fees paid to insurance broker | MARKETING FEE AND NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LEAVITT GREAT WEST INS SVCS LLC |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5463901 |
| Policy instance | 1 |
| Insurance contract or identification number | 5463901 | | Number of Individuals Covered | 381 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $14,682 | | Total amount of fees paid to insurance company | USD $3,255 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $106,263 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,682 | | Amount paid for insurance broker fees | 3255 | | Additional information about fees paid to insurance broker | BONUS AND NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LEAVITT GREAT WEST INS SVCS LLC |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5463901 |
| Policy instance | 1 |
| Insurance contract or identification number | 5463901 | | Number of Individuals Covered | 336 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $10,895 | | Total amount of fees paid to insurance company | USD $3,832 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $80,295 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,027 | | Amount paid for insurance broker fees | 3832 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | LEAVITT GREAT WEST INS SVCS LLC |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5463901 |
| Policy instance | 1 |
| Insurance contract or identification number | 5463901 | | Number of Individuals Covered | 338 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $10,638 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $79,062 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,106 | | Insurance broker organization code? | 3 | | Insurance broker name | COORDINATED CARE PARTNERS - LIFE |
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