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TRAVEL ACCIDENT 401k Plan overview

Plan NameTRAVEL ACCIDENT
Plan identification number 504

TRAVEL ACCIDENT Benefits

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

401k Sponsoring company profile

HERITAGE HOME GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE HOME GROUP LLC
Employer identification number (EIN):464099506
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about HERITAGE HOME GROUP LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-11-21
Company Identification Number: 0801887571
Legal Registered Office Address: 350 N SAINT PAUL ST STE 2900

DALLAS
United States of America (USA)
75201

More information about HERITAGE HOME GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVEL ACCIDENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042013-05-24CATHRYN BEISEL
5042012-05-24FILED WITH AN AUTHORIZED SIGNATURE

Plan Statistics for TRAVEL ACCIDENT

401k plan membership statisitcs for TRAVEL ACCIDENT

Measure Date Value
2013: TRAVEL ACCIDENT 2013 401k membership
Total participants, beginning-of-year2013-05-245,295
Total number of active participants reported on line 7a of the Form 55002013-05-240
Number of retired or separated participants receiving benefits2013-05-240
Number of other retired or separated participants entitled to future benefits2013-05-240
Total of all active and inactive participants2013-05-240
2012: TRAVEL ACCIDENT 2012 401k membership
Total participants, beginning-of-year2012-05-245,283
Total number of active participants reported on line 7a of the Form 55002012-05-245,295
Number of retired or separated participants receiving benefits2012-05-240
Number of other retired or separated participants entitled to future benefits2012-05-240
Total of all active and inactive participants2012-05-245,295

Form 5500 Responses for TRAVEL ACCIDENT

2013: TRAVEL ACCIDENT 2013 form 5500 responses
2013-05-24Type of plan entitySingle employer plan
2013-05-24Submission has been amendedNo
2013-05-24This submission is the final filingYes
2013-05-24This return/report is a short plan year return/report (less than 12 months)Yes
2013-05-24Plan is a collectively bargained planNo
2013-05-24Plan funding arrangement – InsuranceYes
2013-05-24Plan benefit arrangement – InsuranceYes
2012: TRAVEL ACCIDENT 2012 form 5500 responses
2012-05-24Type of plan entitySingle employer plan
2012-05-24Submission has been amendedNo
2012-05-24This submission is the final filingNo
2012-05-24This return/report is a short plan year return/report (less than 12 months)No
2012-05-24Plan is a collectively bargained planNo
2012-05-24Plan funding arrangement – InsuranceYes
2012-05-24Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N04158052
Policy instance 1
Insurance contract or identification numberADD N04158052
Number of Individuals Covered0
Insurance policy start date2013-05-24
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N04158052
Policy instance 1
Insurance contract or identification numberADD N04158052
Number of Individuals Covered6500
Insurance policy start date2012-05-24
Insurance policy end date2013-05-23
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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