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ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN
Plan identification number 501

ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

ALABAMA ASSOCIATION OF REALTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALABAMA ASSOCIATION OF REALTORS, INC.
Employer identification number (EIN):630380775
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-04-01JEREMY WALKER2020-10-13 JEREMY WALKER2020-10-13

Plan Statistics for ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN

Measure Date Value
2019: ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01327
Total number of active participants reported on line 7a of the Form 55002019-04-01327
Total of all active and inactive participants2019-04-01327

Form 5500 Responses for ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN

2019: ALABAMA ASSOCIATION OF REALTORS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-04-01Type of plan entityMulitple employer plan
2019-04-01First time form 5500 has been submittedYes
2019-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BOSTON MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61476 )
Policy contract number54726
Policy instance 1
Insurance contract or identification number54726
Number of Individuals Covered115
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,954
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedCRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $15,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,954
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30091080
Policy instance 2
Insurance contract or identification number30091080
Number of Individuals Covered194
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $889
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $889
Insurance broker organization code?3

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