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LIFE INSURANCE 401k Plan overview

Plan NameLIFE INSURANCE
Plan identification number 502

LIFE INSURANCE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

SGA DESIGN GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SGA DESIGN GROUP, P.C.
Employer identification number (EIN):731466773
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-05-01
5022012-05-01CLINT HOPPES CLINT HOPPES2013-11-27
5022011-05-01CLINT HOPPES

Plan Statistics for LIFE INSURANCE

401k plan membership statisitcs for LIFE INSURANCE

Measure Date Value
2022: LIFE INSURANCE 2022 401k membership
Total participants, beginning-of-year2022-05-01106
Total number of active participants reported on line 7a of the Form 55002022-05-01105
Total of all active and inactive participants2022-05-01105
Total participants2022-05-01105
2012: LIFE INSURANCE 2012 401k membership
Total participants, beginning-of-year2012-05-01104
Total number of active participants reported on line 7a of the Form 55002012-05-01100
Total of all active and inactive participants2012-05-01100
Total participants2012-05-01100
2011: LIFE INSURANCE 2011 401k membership
Total participants, beginning-of-year2011-05-0196
Total number of active participants reported on line 7a of the Form 55002011-05-01104
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01104
Total participants2011-05-01104

Form 5500 Responses for LIFE INSURANCE

2022: LIFE INSURANCE 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingYes
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – InsuranceYes
2012: LIFE INSURANCE 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01First time form 5500 has been submittedYes
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: LIFE INSURANCE 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01First time form 5500 has been submittedYes
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number88626
Policy instance 1
Insurance contract or identification number88626
Number of Individuals Covered105
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $2,339
Total amount of fees paid to insurance companyUSD $402
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $29,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Amount paid for insurance broker fees402
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,339

Potentially related plans

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