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HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 401k Plan overview

Plan NameHOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN
Plan identification number 501

HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN Benefits

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

401k Sponsoring company profile

HOPE MONTESSORI ACADEMY WELFARE BENEFIT has sponsored the creation of one or more 401k plans.

Company Name:HOPE MONTESSORI ACADEMY WELFARE BENEFIT
Employer identification number (EIN):810572844
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01BRAD LEMASTERS2023-07-25 BRAD LEMASTERS2023-07-25
5012021-04-01BRAD LEMASTERS BRAD LEMASTERS
5012020-04-01BRAD LEMASTERS2021-10-12 BRAD LEMASTERS2021-10-12
5012019-04-01BRAD LEMASTERS2020-07-30 BRAD LEMASTERS2020-07-30
5012018-04-01BRAD LEMASTERS2019-07-29 BRAD LEMASTERS2019-07-29
5012017-04-01
5012016-04-01
5012015-04-01
5012014-04-01
5012013-04-01
5012012-04-01BRAD LEMASTERS
5012011-04-01BRAD LEMASTERS

Plan Statistics for HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN

401k plan membership statisitcs for HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN

Measure Date Value
2022: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01124
Total number of active participants reported on line 7a of the Form 55002022-04-01125
Total of all active and inactive participants2022-04-01125
2021: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01115
Total number of active participants reported on line 7a of the Form 55002021-04-01124
Total of all active and inactive participants2021-04-01124
2020: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01145
Total number of active participants reported on line 7a of the Form 55002020-04-01115
Total of all active and inactive participants2020-04-01115
2019: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01146
Total number of active participants reported on line 7a of the Form 55002019-04-01145
Total of all active and inactive participants2019-04-01145
2018: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01172
Total number of active participants reported on line 7a of the Form 55002018-04-01146
Total of all active and inactive participants2018-04-01146
2017: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01143
Total number of active participants reported on line 7a of the Form 55002017-04-01172
Total of all active and inactive participants2017-04-01172
2016: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01171
Total number of active participants reported on line 7a of the Form 55002016-04-01143
Total of all active and inactive participants2016-04-01143
2015: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01145
Total number of active participants reported on line 7a of the Form 55002015-04-01171
Total of all active and inactive participants2015-04-01171
2014: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01142
Total number of active participants reported on line 7a of the Form 55002014-04-01145
Total of all active and inactive participants2014-04-01145
2013: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01170
Total number of active participants reported on line 7a of the Form 55002013-04-01142
Total of all active and inactive participants2013-04-01142
2012: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01180
Total number of active participants reported on line 7a of the Form 55002012-04-01170
Total of all active and inactive participants2012-04-01170
2011: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01131
Total number of active participants reported on line 7a of the Form 55002011-04-01180
Total of all active and inactive participants2011-04-01180

Form 5500 Responses for HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN

2022: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: HOPE MONTESSORI ACADEMY WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number902101
Policy instance 5
Insurance contract or identification number902101
Number of Individuals Covered58
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $2,089
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,089
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number622453
Policy instance 4
Insurance contract or identification number622453
Number of Individuals Covered62
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $808
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $808
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number622453
Policy instance 3
Insurance contract or identification number622453
Number of Individuals Covered62
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $18,700
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOS
Welfare Benefit Premiums Paid to CarrierUSD $465,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,700
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number622453
Policy instance 2
Insurance contract or identification number622453
Number of Individuals Covered21
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $5,768
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $143,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,768
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered125
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $1,018
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $10,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,018
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number622453
Policy instance 4
Insurance contract or identification number622453
Number of Individuals Covered55
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $939
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $939
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number622453
Policy instance 3
Insurance contract or identification number622453
Number of Individuals Covered75
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $21,372
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPOS
Welfare Benefit Premiums Paid to CarrierUSD $536,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,372
Insurance broker organization code?3
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number622453
Policy instance 2
Insurance contract or identification number622453
Number of Individuals Covered27
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $7,529
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $189,160
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,529
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered124
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $1,197
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $12,513
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,197
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered115
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $732
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $732
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered145
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $847
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $847
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered172
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,057
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $10,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1057
Insurance broker organization code?3
Insurance broker nameLANGDON BRUCE
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered171
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $935
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $9,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $935
Insurance broker organization code?3
Insurance broker nameLANGDON BRUCE
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered145
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $806
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $806
Insurance broker organization code?3
Insurance broker nameLANGDON BRUCE
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered142
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $871
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $871
Insurance broker organization code?3
Insurance broker nameLANGDON BRUCE
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered170
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $768
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $768
Insurance broker organization code?3
Insurance broker nameLANGDON BRUCE
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered180
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $409
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868742G
Policy instance 1
Insurance contract or identification number868742G
Number of Individuals Covered131
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $290
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $2,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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