401k Plan data: GROUP LONG TERM CARE plan

GROUP LONG TERM CARE 401k Plan overview

Plan Name	GROUP LONG TERM CARE
Plan identification number	507

GROUP LONG TERM CARE Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Other welfare benefit cover

401k Sponsoring company profile

WESTERN NEW ENGLAND UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: WESTERN NEW ENGLAND UNIVERSITY

Employer identification number (EIN): 042108376

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LONG TERM CARE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
507 2015-01-01 JOANNE OLLSON JOANNE OLLSON 2016-06-14
507 2014-01-01 JOANNE OLLSON
507 2013-01-01 JOANNE OLLSON JOANNE OLLSON 2014-05-28
507 2012-07-01 JOANNE OLLSON
507 2012-01-01 JOANNE OLLSON
507 2011-07-01 JOANNE OLLSON
507 2011-01-01 WILLIAM KELLEHER
507 2009-07-01 WILLIAM KELLEHER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
507	2015-01-01	JOANNE OLLSON	JOANNE OLLSON	2016-06-14
507	2014-01-01	JOANNE OLLSON
507	2013-01-01	JOANNE OLLSON	JOANNE OLLSON	2014-05-28
507	2012-07-01	JOANNE OLLSON
507	2012-01-01	JOANNE OLLSON
507	2011-07-01	JOANNE OLLSON
507	2011-01-01	WILLIAM KELLEHER
507	2009-07-01	WILLIAM KELLEHER

Plan Statistics for GROUP LONG TERM CARE

401k plan membership statisitcs for GROUP LONG TERM CARE

Measure Date Value
2015: GROUP LONG TERM CARE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: GROUP LONG TERM CARE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 663
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 665
Total of all active and inactive participants 2014-01-01 665
Total participants 2014-01-01 665
2013: GROUP LONG TERM CARE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 649
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 663
Total of all active and inactive participants 2013-01-01 663
Total participants 2013-01-01 663
2012: GROUP LONG TERM CARE 2012 401k membership
Total participants, beginning-of-year 2012-07-01 649
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 663
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 663
Total participants, beginning-of-year 2012-01-01 649
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 649
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 649
2011: GROUP LONG TERM CARE 2011 401k membership
Total participants, beginning-of-year 2011-07-01 645
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 649
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 649
Total participants, beginning-of-year 2011-01-01 645
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 649
Total of all active and inactive participants 2011-01-01 649
Total participants 2011-01-01 649
2009: GROUP LONG TERM CARE 2009 401k membership
Total participants, beginning-of-year 2009-07-01 617
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 629
Total of all active and inactive participants 2009-07-01 629
Total participants 2009-07-01 629

Measure	Date	Value
2015: GROUP LONG TERM CARE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: GROUP LONG TERM CARE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	663
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	665
Total of all active and inactive participants	2014-01-01	665
Total participants	2014-01-01	665
2013: GROUP LONG TERM CARE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	649
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	663
Total of all active and inactive participants	2013-01-01	663
Total participants	2013-01-01	663
2012: GROUP LONG TERM CARE 2012 401k membership
Total participants, beginning-of-year	2012-07-01	649
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	663
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	663
Total participants, beginning-of-year	2012-01-01	649
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	649
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	649
2011: GROUP LONG TERM CARE 2011 401k membership
Total participants, beginning-of-year	2011-07-01	645
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	649
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	649
Total participants, beginning-of-year	2011-01-01	645
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	649
Total of all active and inactive participants	2011-01-01	649
Total participants	2011-01-01	649
2009: GROUP LONG TERM CARE 2009 401k membership
Total participants, beginning-of-year	2009-07-01	617
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	629
Total of all active and inactive participants	2009-07-01	629
Total participants	2009-07-01	629

Form 5500 Responses for GROUP LONG TERM CARE

2015: GROUP LONG TERM CARE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: GROUP LONG TERM CARE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: GROUP LONG TERM CARE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: GROUP LONG TERM CARE 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: GROUP LONG TERM CARE 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: GROUP LONG TERM CARE 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

582379

Policy instance

Insurance contract or identification number	582379
Number of Individuals Covered	665
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $18,208
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	LONG TERM CARE
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 Carrier	USD $124,016
Commission paid to Insurance Broker	USD $12,924
Insurance broker organization code?	3
Amount paid for insurance broker fees	264
Additional information about fees paid to insurance broker	SERVICE FEES
Insurance broker name	USI INSURANCE SERVICES LLC

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

582379

Policy instance

Insurance contract or identification number	582379
Number of Individuals Covered	663
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $17,692
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	LONG TERM CARE
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 Carrier	USD $114,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,120
Insurance broker organization code?	3
Amount paid for insurance broker fees	856
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker name	USI INSURANCE SERVICES LLC

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

582379

Policy instance

Insurance contract or identification number	582379
Number of Individuals Covered	663
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $17,120
Total amount of fees paid to insurance company	USD $856
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	LONG TERM CARE
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 Carrier	USD $114,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,120
Insurance broker organization code?	3
Amount paid for insurance broker fees	856
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker name	USI INSURANCE SERVICES, LLC

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

582379

Policy instance

Insurance contract or identification number	582379
Number of Individuals Covered	649
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $18,053
Total amount of fees paid to insurance company	USD $903
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	LONG TERM CARE
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 Carrier	USD $120,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,053
Insurance broker organization code?	3
Amount paid for insurance broker fees	903
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker name	TD INSURANCE, INC.

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

582379

Policy instance

Insurance contract or identification number	582379
Number of Individuals Covered	649
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $18,956
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	LONG TERM CARE
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 Carrier	USD $120,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

582379

Policy instance

Insurance contract or identification number	582379
Number of Individuals Covered	649
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $18,053
Total amount of fees paid to insurance company	USD $903
Other welfare benefits provided	LONG TERM CARE INSURANCE
Welfare Benefit Premiums Paid to Carrier	USD $120,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

582379

Policy instance

Insurance contract or identification number	582379
Number of Individuals Covered	645
Insurance policy start date	2010-07-01
Insurance policy end date	2011-07-01
Total amount of commissions paid to insurance broker	USD $16,587
Other welfare benefits provided	LONG TERM CARE INSURANCE
Welfare Benefit Premiums Paid to Carrier	USD $104,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WESTERN NEW ENGLAND UNIVERSITY
Employer identification number (EIN):	042108376
NAIC Classification:	611000