UNION PARTNERS I LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC
401k plan membership statisitcs for LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC
| Measure | Date | Value |
|---|
| 2022: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 752 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Number of employers contributing to the scheme | 2022-01-01 | 0 |
| 2021: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 703 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 752 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 752 |
| Number of employers contributing to the scheme | 2021-01-01 | 0 |
| 2020: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 770 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 703 |
| Number of retired or separated participants receiving benefits | 2020-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 0 |
| Total of all active and inactive participants | 2020-09-01 | 703 |
| Number of employers contributing to the scheme | 2020-09-01 | 0 |
| 2019: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 401 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 770 |
| Number of retired or separated participants receiving benefits | 2019-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 0 |
| Total of all active and inactive participants | 2019-09-01 | 770 |
| Number of employers contributing to the scheme | 2019-09-01 | 0 |
| 2018: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 401 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 401 |
| Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
| Total of all active and inactive participants | 2018-09-01 | 401 |
| Number of employers contributing to the scheme | 2018-09-01 | 0 |
| 2017: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 234 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 401 |
| Number of retired or separated participants receiving benefits | 2017-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 0 |
| Total of all active and inactive participants | 2017-09-01 | 401 |
| Number of employers contributing to the scheme | 2017-09-01 | 0 |
| 2016: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 234 |
| Number of retired or separated participants receiving benefits | 2016-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 0 |
| Total of all active and inactive participants | 2016-09-01 | 234 |
| Number of employers contributing to the scheme | 2016-09-01 | 0 |
| 2022: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-09-01 | Plan funding arrangement – Insurance | Yes |
| 2020-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: LIFE AND ADD BENEFIT PLAN FOR UPG ENTERPRISES LLC 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | First time form 5500 has been submitted | Yes |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | SA2890LF071201 |
| Policy instance | 1 |
| Insurance contract or identification number | SA2890LF071201 | | Number of Individuals Covered | 970 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $28,873 | | Total amount of fees paid to insurance company | USD $18,562 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $269,986 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,873 | | Amount paid for insurance broker fees | 18562 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 605612 |
| Policy instance | 1 |
| Insurance contract or identification number | 605612 | | Number of Individuals Covered | 752 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $14,742 | | Total amount of fees paid to insurance company | USD $4,273 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $540,132 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,742 | | Amount paid for insurance broker fees | 4273 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 605612 |
| Policy instance | 1 |
| Insurance contract or identification number | 605612 | | Number of Individuals Covered | 703 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,049 | | Total amount of fees paid to insurance company | USD $1,292 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $174,167 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,049 | | Amount paid for insurance broker fees | 1292 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 605612 |
| Policy instance | 1 |
| Insurance contract or identification number | 605612 | | Number of Individuals Covered | 770 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $14,972 | | Total amount of fees paid to insurance company | USD $956 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $431,284 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,867 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 605612 |
| Policy instance | 1 |
| Insurance contract or identification number | 605612 | | Number of Individuals Covered | 401 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $10,130 | | Total amount of fees paid to insurance company | USD $401 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $200,754 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,850 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 605612 |
| Policy instance | 1 |
| Insurance contract or identification number | 605612 | | Number of Individuals Covered | 401 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $1,114 | | Total amount of fees paid to insurance company | USD $2,130 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $133,129 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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