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CLICKSOFTWARE, INC. 401k Plan overview

Plan NameCLICKSOFTWARE, INC.
Plan identification number 505

CLICKSOFTWARE, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental

401k Sponsoring company profile

CLICKSOFTWARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLICKSOFTWARE, INC.
Employer identification number (EIN):954252722
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about CLICKSOFTWARE, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1989-09-29
Company Identification Number: C1650909
Legal Registered Office Address: 4687 Pine Valley

Westlake Village
United States of America (USA)
91362

More information about CLICKSOFTWARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLICKSOFTWARE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052017-04-01
5052017-04-01JAY SCHAUFELD2019-08-26
5052016-04-01MEREDITH WILLOUGHBY
5052015-04-01JESSICA LOCKHART
5052014-04-01MICHELLE KEEFE
5052013-04-01MICHELLE KEEFE

Plan Statistics for CLICKSOFTWARE, INC.

401k plan membership statisitcs for CLICKSOFTWARE, INC.

Measure Date Value
2017: CLICKSOFTWARE, INC. 2017 401k membership
Total participants, beginning-of-year2017-04-01130
Total number of active participants reported on line 7a of the Form 55002017-04-01117
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-016
Total of all active and inactive participants2017-04-01123
Number of employers contributing to the scheme2017-04-010
2016: CLICKSOFTWARE, INC. 2016 401k membership
Total participants, beginning-of-year2016-04-01126
Total number of active participants reported on line 7a of the Form 55002016-04-01130
Total of all active and inactive participants2016-04-01130
2015: CLICKSOFTWARE, INC. 2015 401k membership
Total participants, beginning-of-year2015-04-01146
Total number of active participants reported on line 7a of the Form 55002015-04-01126
Total of all active and inactive participants2015-04-01126
2014: CLICKSOFTWARE, INC. 2014 401k membership
Total participants, beginning-of-year2014-04-01132
Total number of active participants reported on line 7a of the Form 55002014-04-01146
Total of all active and inactive participants2014-04-01146
2013: CLICKSOFTWARE, INC. 2013 401k membership
Total participants, beginning-of-year2013-04-010
Total number of active participants reported on line 7a of the Form 55002013-04-01341
Total of all active and inactive participants2013-04-01341

Financial Data on CLICKSOFTWARE, INC.

Measure Date Value
2014 : CLICKSOFTWARE, INC. 2014 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31No
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Did the plan have assets held for investment2014-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No

Form 5500 Responses for CLICKSOFTWARE, INC.

2017: CLICKSOFTWARE, INC. 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedYes
2017-04-01This submission is the final filingYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: CLICKSOFTWARE, INC. 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: CLICKSOFTWARE, INC. 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: CLICKSOFTWARE, INC. 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: CLICKSOFTWARE, INC. 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01First time form 5500 has been submittedYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 )
Policy contract number012860
Policy instance 1
Insurance contract or identification number012860
Number of Individuals Covered377
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $6,224
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,209
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBRUCE CROHN LLC
DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 )
Policy contract number012860
Policy instance 1
Insurance contract or identification number012860
Number of Individuals Covered358
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $6,103
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $189,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,103
Insurance broker organization code?3
Insurance broker nameBRUCE CROHN, LLC
DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 )
Policy contract number012860
Policy instance 1
Insurance contract or identification number012860
Number of Individuals Covered448
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $3,543
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $182,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,543
Insurance broker organization code?3
Insurance broker nameBRUCE CROHN
DELTA DENTAL OF MASSACHUSETTS (National Association of Insurance Commissioners NAIC id number: 52060 )
Policy contract number021860
Policy instance 1
Insurance contract or identification number021860
Number of Individuals Covered341
Insurance policy start date2013-03-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $5,141
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $141,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,141
Insurance broker nameBRUCE CROHN

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