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IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN 401k Plan overview

Plan NameIBEW LOCAL 134 GROUP LIFE INSURANCE PLAN
Plan identification number 501

IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

IBEW LOCAL UNION NO. 134 has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL UNION NO. 134
Employer identification number (EIN):361264170
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012012-01-01TERRY ALLEN CHRISTOPHER MCCORMICK2013-10-14
5012011-01-01TERRY ALLEN CHRISTOPHER MCCORMICK2013-10-14
5012009-01-01MICHAEL CADDIGAN TIMOTHY FOLEY2010-08-30

Plan Statistics for IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN

401k plan membership statisitcs for IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN

Measure Date Value
2012: IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115,018
Total number of active participants reported on line 7a of the Form 55002012-01-0111,002
Number of other retired or separated participants entitled to future benefits2012-01-014,830
Total of all active and inactive participants2012-01-0115,832
Total participants2012-01-0115,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116,815
Total number of active participants reported on line 7a of the Form 55002011-01-0110,302
Number of other retired or separated participants entitled to future benefits2011-01-014,716
Total of all active and inactive participants2011-01-0115,018
Total participants2011-01-0115,018
2009: IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117,735
Total number of active participants reported on line 7a of the Form 55002009-01-0112,883
Number of retired or separated participants receiving benefits2009-01-014,576
Total of all active and inactive participants2009-01-0117,459
Total participants2009-01-0117,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN

2012: IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: IBEW LOCAL 134 GROUP LIFE INSURANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number701296
Policy instance 1
Insurance contract or identification number701296
Number of Individuals Covered15832
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $90,000
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90,000
Insurance broker nameCOMPREHENSIVE PLANNING, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number701296
Policy instance 1
Insurance contract or identification number701296
Number of Individuals Covered15018
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $97,500
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number701296
Policy instance 1
Insurance contract or identification number701296
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $82,500
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $82,500
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?7
Insurance broker nameCOMPREHENSIVE PLANNING INC.

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