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FLEXIBLE BENEFITS ACCOUNT PLAN 401k Plan overview

Plan NameFLEXIBLE BENEFITS ACCOUNT PLAN
Plan identification number 506

FLEXIBLE BENEFITS ACCOUNT PLAN Benefits

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

401k Sponsoring company profile

FIRST TRUST PORTFOLIOS L.P. has sponsored the creation of one or more 401k plans.

Company Name:FIRST TRUST PORTFOLIOS L.P.
Employer identification number (EIN):363768815
NAIC Classification:523900

Additional information about FIRST TRUST PORTFOLIOS L.P.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-07-17
Company Identification Number: 0802028470
Legal Registered Office Address: 120 E LIBERTY DR STE 400
1999 BRYAN STREET SUITE 900
WHEATON
United States of America (USA)
60187

More information about FIRST TRUST PORTFOLIOS L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLEXIBLE BENEFITS ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062014-01-01PATRICIA L. COSTELLO
5062014-01-01PATRICIA L. COSTELLO
5062013-01-01PATRICIA L. COSTELLO
5062012-01-01PATRICIA L. COSTELLO
5062011-01-01PATRICIA L. COSTELLO
5062009-01-01PATRICIA L. COSTELLO

Plan Statistics for FLEXIBLE BENEFITS ACCOUNT PLAN

401k plan membership statisitcs for FLEXIBLE BENEFITS ACCOUNT PLAN

Measure Date Value
2014: FLEXIBLE BENEFITS ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01160
2013: FLEXIBLE BENEFITS ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01148
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01154
2012: FLEXIBLE BENEFITS ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01157
2011: FLEXIBLE BENEFITS ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01179
Total number of active participants reported on line 7a of the Form 55002011-01-01183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01183
2009: FLEXIBLE BENEFITS ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01190

Form 5500 Responses for FLEXIBLE BENEFITS ACCOUNT PLAN

2014: FLEXIBLE BENEFITS ACCOUNT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: FLEXIBLE BENEFITS ACCOUNT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: FLEXIBLE BENEFITS ACCOUNT 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 – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: FLEXIBLE BENEFITS ACCOUNT 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 – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: FLEXIBLE BENEFITS ACCOUNT 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 – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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