ROSE & KIERNAN, INC. has sponsored the creation of one or more 401k plans.
Additional information about ROSE & KIERNAN, INC.
Submission information for form 5500 for 401k plan GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC.
401k plan membership statisitcs for GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC.
| Measure | Date | Value |
|---|
| 2020: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 190 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 0 |
| Total participants | 2020-05-01 | 0 |
| 2019: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 194 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 190 |
| Total of all active and inactive participants | 2019-05-01 | 190 |
| Total participants | 2019-05-01 | 190 |
| 2018: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 200 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 194 |
| Total of all active and inactive participants | 2018-05-01 | 194 |
| Total participants | 2018-05-01 | 194 |
| 2017: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 185 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 200 |
| Total of all active and inactive participants | 2017-05-01 | 200 |
| Total participants | 2017-05-01 | 200 |
| 2016: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 190 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 185 |
| Total of all active and inactive participants | 2016-05-01 | 185 |
| Total participants | 2016-05-01 | 185 |
| 2015: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 190 |
| Total of all active and inactive participants | 2015-05-01 | 190 |
| Total participants | 2015-05-01 | 190 |
| 2014: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 192 |
| Total of all active and inactive participants | 2014-05-01 | 192 |
| Total participants | 2014-05-01 | 192 |
| 2013: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 190 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 177 |
| Total of all active and inactive participants | 2013-05-01 | 177 |
| Total participants | 2013-05-01 | 177 |
| 2012: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 182 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 190 |
| Total of all active and inactive participants | 2012-05-01 | 190 |
| Total participants | 2012-05-01 | 190 |
| 2011: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 185 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 182 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
| Total of all active and inactive participants | 2011-05-01 | 182 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
| Total participants | 2011-05-01 | 182 |
| 2009: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 193 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 189 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 0 |
| Total of all active and inactive participants | 2009-05-01 | 189 |
| 2020: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | Yes |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP LONG TERM DISABILITY INSURANCE PLAN OF ROSE & KIERNAN, INC. 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | Yes |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 040673 |
| Policy instance | 1 |
| Insurance contract or identification number | 040673 | | Number of Individuals Covered | 181 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $4,675 | | Total amount of fees paid to insurance company | USD $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 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 | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 $84,938 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,865 | | Amount paid for insurance broker fees | 0 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 040673 |
| Policy instance | 1 |
| Insurance contract or identification number | 040673 | | Number of Individuals Covered | 190 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-05-01 | | Total amount of commissions paid to insurance broker | USD $4,865 | | Total amount of fees paid to insurance company | USD $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 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 | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 $123,021 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,865 | | Amount paid for insurance broker fees | 0 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 040673 |
| Policy instance | 1 |
| Insurance contract or identification number | 040673 | | Number of Individuals Covered | 194 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-05-01 | | Total amount of commissions paid to insurance broker | USD $4,736 | | Total amount of fees paid to insurance company | USD $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 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 | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 $97,209 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,736 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
| Policy contract number | 040673 |
| Policy instance | 1 |
| Insurance contract or identification number | 040673 | | Number of Individuals Covered | 200 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-05-01 | | Total amount of commissions paid to insurance broker | USD $4,645 | | Total amount of fees paid to insurance company | USD $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 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 | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 $79,090 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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