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FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 401k Plan overview

Plan NameFIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY
Plan identification number 501

FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

FIRST MUTUAL HOLDING CO. has sponsored the creation of one or more 401k plans.

Company Name:FIRST MUTUAL HOLDING CO.
Employer identification number (EIN):340220715
NAIC Classification:522120
NAIC Description:Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-05-01DEBRA KAPUT
5012017-05-01MAUREEN L. SWANSON
5012016-05-01MAUREEN L. SWANSON
5012014-05-01MAUREEN L. SWANSON
5012013-05-01MAUREEN L. SWANSON
5012012-05-01MAUREEN L. SWANSON
5012011-05-01MAUREEN L. SWANSON
5012010-05-01KAREN HERRMANN
5012009-05-01KAREN HERRMANN

Plan Statistics for FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY

401k plan membership statisitcs for FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY

Measure Date Value
2018: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2018 401k membership
Total participants, beginning-of-year2018-05-01395
Total number of active participants reported on line 7a of the Form 55002018-05-010
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-010
2017: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2017 401k membership
Total participants, beginning-of-year2017-05-01366
Total number of active participants reported on line 7a of the Form 55002017-05-01389
Total of all active and inactive participants2017-05-01389
Total participants2017-05-01389
2016: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year2016-05-01377
Total number of active participants reported on line 7a of the Form 55002016-05-01366
Total of all active and inactive participants2016-05-01366
Total participants2016-05-01366
2014: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year2014-05-01369
Total number of active participants reported on line 7a of the Form 55002014-05-01387
Total of all active and inactive participants2014-05-01387
Total participants2014-05-01387
2013: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year2013-05-01321
Total number of active participants reported on line 7a of the Form 55002013-05-01369
Total of all active and inactive participants2013-05-01369
Total participants2013-05-01369
2012: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year2012-05-01260
Total number of active participants reported on line 7a of the Form 55002012-05-01321
Total of all active and inactive participants2012-05-01321
Total participants2012-05-01321
2011: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year2011-05-01243
Total number of active participants reported on line 7a of the Form 55002011-05-01260
Total of all active and inactive participants2011-05-01260
Total participants2011-05-01260
2010: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2010 401k membership
Total participants, beginning-of-year2010-05-01170
Total number of active participants reported on line 7a of the Form 55002010-05-01243
Total of all active and inactive participants2010-05-01243
Total participants2010-05-01243
2009: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year2009-05-01178
Total number of active participants reported on line 7a of the Form 55002009-05-01170
Total of all active and inactive participants2009-05-01170
Total participants2009-05-01170

Form 5500 Responses for FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY

2018: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingYes
2018-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – General assets of the sponsorYes
2016-05-01Plan benefit arrangement – InsuranceYes
2014: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – General assets of the sponsorYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – General assets of the sponsorYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Plan funding arrangement – General assets of the sponsorYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: FIRST FEDERAL SAVINGS & LOAN ASSOCIATION OF LAKEWOOD GROUP TERM LIFE, ACCIDENTAL DEATH & DISMEMBERMENT & LONG TERM DISABILITY 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Plan funding arrangement – General assets of the sponsorYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00508251
Policy instance 1
Insurance contract or identification number00508251
Number of Individuals Covered439
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $23,985
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, VOLUNTARY LIFE, VOLUNTARY AD&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 $198,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,621
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00508251
Policy instance 1
Insurance contract or identification number00508251
Number of Individuals Covered388
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,076
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $181,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,816
Insurance broker organization code?3
Insurance broker nameNATIONAL BENEFIT CENTER LLC

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