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LEE & MASON FINANCIAL SERVICES, INC. 401k Plan overview

Plan NameLEE & MASON FINANCIAL SERVICES, INC.
Plan identification number 501

LEE & MASON FINANCIAL SERVICES, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

LEE & MASON FINANCIAL SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:LEE & MASON FINANCIAL SERVICES, INC
Employer identification number (EIN):141722170
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE & MASON FINANCIAL SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01

Plan Statistics for LEE & MASON FINANCIAL SERVICES, INC.

401k plan membership statisitcs for LEE & MASON FINANCIAL SERVICES, INC.

Measure Date Value
2023: LEE & MASON FINANCIAL SERVICES, INC. 2023 401k membership
Total participants, beginning-of-year2023-01-0190
Total number of active participants reported on line 7a of the Form 55002023-01-01102
Total of all active and inactive participants2023-01-01102
Total participants2023-01-01102

Form 5500 Responses for LEE & MASON FINANCIAL SERVICES, INC.

2023: LEE & MASON FINANCIAL SERVICES, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01First time form 5500 has been submittedYes
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: 55204 )
Policy contract number
Policy instance 1
Number of Individuals Covered179
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $51,788
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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