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VIALTO PARTNERS LEGAL PLAN 401k Plan overview

Plan NameVIALTO PARTNERS LEGAL PLAN
Plan identification number 506

VIALTO PARTNERS LEGAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Prepaid legal

401k Sponsoring company profile

VIALTO PARTNERS has sponsored the creation of one or more 401k plans.

Company Name:VIALTO PARTNERS
Employer identification number (EIN):873913943
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIALTO PARTNERS LEGAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062022-07-01TECLA PALLI-SANDLER2024-01-10
5062022-05-01PENNY PARTRIDGE2023-04-10

Plan Statistics for VIALTO PARTNERS LEGAL PLAN

401k plan membership statisitcs for VIALTO PARTNERS LEGAL PLAN

Measure Date Value
2022: VIALTO PARTNERS LEGAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01100
Total number of active participants reported on line 7a of the Form 55002022-07-01207
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01207
Number of employers contributing to the scheme2022-07-010
Total participants, beginning-of-year2022-05-01100
Total number of active participants reported on line 7a of the Form 55002022-05-01100
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-01100
Number of employers contributing to the scheme2022-05-010

Form 5500 Responses for VIALTO PARTNERS LEGAL PLAN

2022: VIALTO PARTNERS LEGAL PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-05-01Type of plan entitySingle employer plan
2022-05-01First time form 5500 has been submittedYes
2022-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-05-01Plan funding arrangement – General assets of the sponsorYes
2022-05-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN PROPERTY AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26298 )
Policy contract number9905802
Policy instance 1
Insurance contract or identification number9905802
Number of Individuals Covered204
Insurance policy start date2022-07-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $898
Total amount of fees paid to insurance companyUSD $7
Other welfare benefits providedLEGAL
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $898
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA ADMIN FEES
METROPOLITAN GENERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 39950 )
Policy contract number9905802
Policy instance 2
Insurance contract or identification number9905802
Number of Individuals Covered207
Insurance policy start date2022-10-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $2,823
Total amount of fees paid to insurance companyUSD $808
Other welfare benefits providedLEGAL
Welfare Benefit Premiums Paid to CarrierUSD $37,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,823
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION

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