THE FORTUNE SOCIETY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE FORTUNE SOCIETY VISION PLAN
| Measure | Date | Value |
|---|
| 2019: THE FORTUNE SOCIETY VISION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 0 |
| Number of employers contributing to the scheme | 2019-08-01 | 0 |
| 2018: THE FORTUNE SOCIETY VISION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 198 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-08-01 | 0 |
| Total of all active and inactive participants | 2018-08-01 | 199 |
| Number of employers contributing to the scheme | 2018-08-01 | 0 |
| 2017: THE FORTUNE SOCIETY VISION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 236 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 225 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 230 |
| Number of employers contributing to the scheme | 2017-08-01 | 0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 619378 |
| Policy instance | 1 |
| Insurance contract or identification number | 619378 | | Number of Individuals Covered | 290 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,485 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 619378 |
| Policy instance | 1 |
| Insurance contract or identification number | 619378 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $-3 | | Total amount of fees paid to insurance company | USD $609 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,581 | | 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 | | Amount paid for insurance broker fees | 609 | | Additional information about fees paid to insurance broker | BENEFIT ADVISOR FEE INCENTIVE COMPENSATION | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00619378 |
| Policy instance | 1 |
| Insurance contract or identification number | 00619378 | | Number of Individuals Covered | 241 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $86,630 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,470,474 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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