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LONG TERM CARE 401k Plan overview

Plan NameLONG TERM CARE
Plan identification number 503

LONG TERM CARE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

ZELLE LLP has sponsored the creation of one or more 401k plans.

Company Name:ZELLE LLP
Employer identification number (EIN):943073879
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG TERM CARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032012-01-01JENNIFER WELCH
5032011-01-01JENNIFER WELCH
5032010-01-01JENNIFER WELCH
5032009-01-01JENNIFER WELCH
5032009-01-01JENNIFER WELCH

Plan Statistics for LONG TERM CARE

401k plan membership statisitcs for LONG TERM CARE

Measure Date Value
2012: LONG TERM CARE 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-010
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: LONG TERM CARE 2011 401k membership
Total participants, beginning-of-year2011-01-01142
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Total of all active and inactive participants2011-01-01132
Total participants2011-01-01132
2010: LONG TERM CARE 2010 401k membership
Total participants, beginning-of-year2010-01-01147
Total number of active participants reported on line 7a of the Form 55002010-01-01142
Total of all active and inactive participants2010-01-01142
Total participants2010-01-01142
2009: LONG TERM CARE 2009 401k membership
Total participants, beginning-of-year2009-01-01153
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Total of all active and inactive participants2009-01-01147
Total participants2009-01-01147

Form 5500 Responses for LONG TERM CARE

2012: LONG TERM CARE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LONG TERM CARE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: LONG TERM CARE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: LONG TERM CARE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number531680
Policy instance 1
Insurance contract or identification number531680
Number of Individuals Covered124
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,696
Total amount of fees paid to insurance companyUSD $1,471
Other welfare benefits providedLONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $99,267
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,348
Amount paid for insurance broker fees858
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameAGIS NETWORK INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number531680
Policy instance 1
Insurance contract or identification number531680
Number of Individuals Covered132
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,108
Total amount of fees paid to insurance companyUSD $1,134
Other welfare benefits providedLONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $100,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number531680
Policy instance 1
Insurance contract or identification number531680
Number of Individuals Covered142
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,282
Total amount of fees paid to insurance companyUSD $1,147
Other welfare benefits providedLONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $101,882
Commission paid to Insurance BrokerUSD $7,641
Amount paid for insurance broker fees637
Insurance broker organization code?3
Insurance broker nameAGIS NETWORK INC

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