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LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC. 401k Plan overview

Plan NameLONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC.
Plan identification number 513

LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

OLD NATIONAL BANCORP has sponsored the creation of one or more 401k plans.

Company Name:OLD NATIONAL BANCORP
Employer identification number (EIN):351539838
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5132018-01-01MARY SCHELLER GEORGE LANCE2019-07-25

Plan Statistics for LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC.

401k plan membership statisitcs for LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC.

Measure Date Value
2018: LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01347
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010

Form 5500 Responses for LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC.

2018: LONG-TERM DISABILITY PLAN FOR KLEIN FINANCIAL, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number855573G
Policy instance 1
Insurance contract or identification number855573G
Number of Individuals Covered335
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,844
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $61,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,844
Insurance broker organization code?3

Potentially related plans

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