ORCHARD PLACE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LONG TERM DISABILITY, LIFE, AD & D
| Measure | Date | Value |
|---|
| 2022: LONG TERM DISABILITY, LIFE, AD & D 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 281 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 261 |
| Total of all active and inactive participants | 2022-07-01 | 261 |
| 2021: LONG TERM DISABILITY, LIFE, AD & D 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 272 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 281 |
| Total of all active and inactive participants | 2021-07-01 | 281 |
| 2020: LONG TERM DISABILITY, LIFE, AD & D 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 298 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 272 |
| Total of all active and inactive participants | 2020-07-01 | 272 |
| 2019: LONG TERM DISABILITY, LIFE, AD & D 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 296 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 298 |
| Total of all active and inactive participants | 2019-07-01 | 298 |
| 2018: LONG TERM DISABILITY, LIFE, AD & D 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 280 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 296 |
| Total of all active and inactive participants | 2018-07-01 | 296 |
| 2017: LONG TERM DISABILITY, LIFE, AD & D 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 287 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 280 |
| Total of all active and inactive participants | 2017-07-01 | 280 |
| 2016: LONG TERM DISABILITY, LIFE, AD & D 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 334 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 287 |
| Total of all active and inactive participants | 2016-07-01 | 287 |
| 2015: LONG TERM DISABILITY, LIFE, AD & D 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 331 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 334 |
| Total of all active and inactive participants | 2015-07-01 | 334 |
| 2014: LONG TERM DISABILITY, LIFE, AD & D 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 332 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 331 |
| Total of all active and inactive participants | 2014-07-01 | 331 |
| 2013: LONG TERM DISABILITY, LIFE, AD & D 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 286 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 332 |
| Total of all active and inactive participants | 2013-07-01 | 332 |
| 2012: LONG TERM DISABILITY, LIFE, AD & D 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 275 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 286 |
| Total of all active and inactive participants | 2012-07-01 | 286 |
| 2011: LONG TERM DISABILITY, LIFE, AD & D 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 271 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 275 |
| Total of all active and inactive participants | 2011-07-01 | 275 |
| 2010: LONG TERM DISABILITY, LIFE, AD & D 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 280 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 271 |
| Total of all active and inactive participants | 2010-07-01 | 271 |
| 2009: LONG TERM DISABILITY, LIFE, AD & D 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 273 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 280 |
| Total of all active and inactive participants | 2009-07-01 | 280 |
| 2022: LONG TERM DISABILITY, LIFE, AD & D 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: LONG TERM DISABILITY, LIFE, AD & D 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: LONG TERM DISABILITY, LIFE, AD & D 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: LONG TERM DISABILITY, LIFE, AD & D 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: LONG TERM DISABILITY, LIFE, AD & D 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: LONG TERM DISABILITY, LIFE, AD & D 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: LONG TERM DISABILITY, LIFE, AD & D 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: LONG TERM DISABILITY, LIFE, AD & D 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: LONG TERM DISABILITY, LIFE, AD & D 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: LONG TERM DISABILITY, LIFE, AD & D 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LONG TERM DISABILITY, LIFE, AD & D 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: LONG TERM DISABILITY, LIFE, AD & D 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: LONG TERM DISABILITY, LIFE, AD & D 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LONG TERM DISABILITY, LIFE, AD & D 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 887898G |
| Policy instance | 1 |
| Insurance contract or identification number | 887898G | | Number of Individuals Covered | 261 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $56,526 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 887898G |
| Policy instance | 1 |
| Insurance contract or identification number | 887898G | | Number of Individuals Covered | 281 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $55,038 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 887898G |
| Policy instance | 1 |
| Insurance contract or identification number | 887898G | | Number of Individuals Covered | 272 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $63,374 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 887898G |
| Policy instance | 1 |
| Insurance contract or identification number | 887898G | | Number of Individuals Covered | 298 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $4,122 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $64,943 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4122 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 008812 |
| Policy instance | 1 |
| Insurance contract or identification number | 008812 | | Number of Individuals Covered | 296 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $72,949 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 008812 |
| Policy instance | 1 |
| Insurance contract or identification number | 008812 | | Number of Individuals Covered | 280 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $70,895 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 008812 |
| Policy instance | 1 |
| Insurance contract or identification number | 008812 | | Number of Individuals Covered | 334 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $79,602 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 008812 |
| Policy instance | 1 |
| Insurance contract or identification number | 008812 | | Number of Individuals Covered | 331 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $83,247 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 008812 |
| Policy instance | 1 |
| Insurance contract or identification number | 008812 | | Number of Individuals Covered | 332 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $79,159 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 008812 |
| Policy instance | 1 |
| Insurance contract or identification number | 008812 | | Number of Individuals Covered | 286 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $67,043 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 008812 |
| Policy instance | 1 |
| Insurance contract or identification number | 008812 | | Number of Individuals Covered | 275 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $67,382 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 008812 |
| Policy instance | 1 |
| Insurance contract or identification number | 008812 | | Number of Individuals Covered | 271 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $65,736 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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