UNION PARTNERS I LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VOLUNTARY LIFE AND AD&D BENEFIT PLAN FOR UPG ENTERPRISES LLC
401k plan membership statisitcs for VOLUNTARY LIFE AND AD&D BENEFIT PLAN FOR UPG ENTERPRISES LLC
| Measure | Date | Value |
|---|
| 2022: VOLUNTARY LIFE AND AD&D BENEFIT PLAN FOR UPG ENTERPRISES LLC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 231 |
| 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: VOLUNTARY LIFE AND AD&D BENEFIT PLAN FOR UPG ENTERPRISES LLC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 167 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 231 |
| 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 | 231 |
| Number of employers contributing to the scheme | 2021-01-01 | 0 |
| 2020: VOLUNTARY LIFE AND AD&D BENEFIT PLAN FOR UPG ENTERPRISES LLC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-02-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 167 |
| Number of retired or separated participants receiving benefits | 2020-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 0 |
| Total of all active and inactive participants | 2020-02-01 | 167 |
| Number of employers contributing to the scheme | 2020-02-01 | 0 |
| 2022: VOLUNTARY LIFE AND AD&D 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: VOLUNTARY LIFE AND AD&D 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: VOLUNTARY LIFE AND AD&D BENEFIT PLAN FOR UPG ENTERPRISES LLC 2020 form 5500 responses |
|---|
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | First time form 5500 has been submitted | Yes |
| 2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-02-01 | Plan funding arrangement – Insurance | Yes |
| 2020-02-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | SA890LF071201 |
| Policy instance | 1 |
| Insurance contract or identification number | SA890LF071201 | | 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 | 605813 |
| Policy instance | 1 |
| Insurance contract or identification number | 605813 | | Number of Individuals Covered | 231 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $16,708 | | Total amount of fees paid to insurance company | USD $627 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $76,385 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,708 | | Amount paid for insurance broker fees | 627 | | 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 | 605813 |
| Policy instance | 1 |
| Insurance contract or identification number | 605813 | | Number of Individuals Covered | 167 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $13,449 | | Total amount of fees paid to insurance company | USD $323 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $67,310 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,611 | | Amount paid for insurance broker fees | 323 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
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