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SILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN 401k Plan overview

Plan NameSILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN
Plan identification number 503

SILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

SILVERCREST ASSET MANAGEMENT GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:SILVERCREST ASSET MANAGEMENT GROUP LLC
Employer identification number (EIN):134194623
NAIC Classification:523900

Additional information about SILVERCREST ASSET MANAGEMENT GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4633265

More information about SILVERCREST ASSET MANAGEMENT GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032017-01-01TERRI PALMESE
5032017-01-01

Plan Statistics for SILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN

401k plan membership statisitcs for SILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN

Measure Date Value
2017: SILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01115
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01119

Form 5500 Responses for SILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN

2017: SILVERCREST ASSET MANAGEMENT GROUP LLC LIFE, ACCIDENT, AND DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number133941
Policy instance 1
Insurance contract or identification number133941
Number of Individuals Covered121
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,902
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $91,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,902
Insurance broker organization code?3
Insurance broker nameTHE WHITMORE GROUP LTD

Potentially related plans

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