SAN GABRIEL VALLEY WATER COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE
401k plan membership statisitcs for SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE
| Measure | Date | Value |
|---|
| 2022: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 272 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 278 |
| Total of all active and inactive participants | 2022-07-01 | 278 |
| Total participants | 2022-07-01 | 278 |
| 2021: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 265 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 272 |
| Total of all active and inactive participants | 2021-07-01 | 272 |
| Total participants | 2021-07-01 | 272 |
| 2020: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 263 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 265 |
| Total of all active and inactive participants | 2020-07-01 | 265 |
| Total participants | 2020-07-01 | 265 |
| 2019: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 262 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 263 |
| Total of all active and inactive participants | 2019-07-01 | 263 |
| Total participants | 2019-07-01 | 263 |
| 2018: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 261 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 262 |
| Total of all active and inactive participants | 2018-07-01 | 262 |
| Total participants | 2018-07-01 | 262 |
| 2017: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 260 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 261 |
| Total of all active and inactive participants | 2017-07-01 | 261 |
| Total participants | 2017-07-01 | 261 |
| 2016: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 257 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 260 |
| Total of all active and inactive participants | 2016-07-01 | 260 |
| Total participants | 2016-07-01 | 260 |
| 2015: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 257 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 257 |
| Total of all active and inactive participants | 2015-07-01 | 257 |
| Total participants | 2015-07-01 | 0 |
| 2014: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 255 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 253 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 4 |
| Total of all active and inactive participants | 2014-07-01 | 257 |
| Total participants | 2014-07-01 | 0 |
| 2013: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 248 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 252 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 3 |
| Total of all active and inactive participants | 2013-07-01 | 255 |
| Total participants | 2013-07-01 | 0 |
| 2012: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 249 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 245 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 3 |
| Total of all active and inactive participants | 2012-07-01 | 248 |
| Total participants | 2012-07-01 | 0 |
| 2011: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 247 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 246 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 3 |
| Total of all active and inactive participants | 2011-07-01 | 249 |
| Total participants | 2011-07-01 | 249 |
| 2009: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 234 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 235 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 3 |
| Total of all active and inactive participants | 2009-07-01 | 238 |
| Total participants | 2009-07-01 | 238 |
| 2022: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: SAN GABRIEL VALLEY WATER COMPANY GROUP LONG TERM DISABILITY INSURANCE 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000BD2P |
| Policy instance | 1 |
| Insurance contract or identification number | G000BD2P | | Number of Individuals Covered | 278 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $15,086 | | Total amount of fees paid to insurance company | USD $5,196 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $108,873 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,086 | | Amount paid for insurance broker fees | 5196 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000BD2P |
| Policy instance | 1 |
| Insurance contract or identification number | G000BD2P | | Number of Individuals Covered | 272 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $13,942 | | Total amount of fees paid to insurance company | USD $4,820 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $101,031 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,942 | | Amount paid for insurance broker fees | 4820 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000BD2P |
| Policy instance | 1 |
| Insurance contract or identification number | G000BD2P | | Number of Individuals Covered | 265 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $13,047 | | Total amount of fees paid to insurance company | USD $4,656 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $94,543 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,047 | | Amount paid for insurance broker fees | 4656 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000BD2P |
| Policy instance | 1 |
| Insurance contract or identification number | G000BD2P | | Number of Individuals Covered | 263 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $12,556 | | Total amount of fees paid to insurance company | USD $4,438 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $90,982 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,556 | | Amount paid for insurance broker fees | 4438 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000BD2P |
| Policy instance | 1 |
| Insurance contract or identification number | G000BD2P | | Number of Individuals Covered | 263 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $9,459 | | Total amount of fees paid to insurance company | USD $820 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $87,151 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,459 | | Amount paid for insurance broker fees | 820 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 0804843-011-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 0804843-011-000 | | Number of Individuals Covered | 262 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $11,980 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $80,208 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,980 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFITS AMERICA INSURANCE SERVICES |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 ) |
| Policy contract number | 0804843-011-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 0804843-011-000 | | Number of Individuals Covered | 255 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $10,065 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $73,322 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,065 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFITS AMERICA INSURANCE SERVICES |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010130569 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010130569 | | Number of Individuals Covered | 249 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $10,472 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $69,810 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,472 | | Insurance broker organization code? | 3 | | Insurance broker name | DONALD W TAPERT INS AGCY INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010130569 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010130569 | | Number of Individuals Covered | 251 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $7,944 | | Total amount of fees paid to insurance company | USD $1,527 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $52,961 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,944 | | Amount paid for insurance broker fees | 1527 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | DONALD W TAPERT INS AGCY INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010130569 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010130569 | | Number of Individuals Covered | 245 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $7,557 | | Total amount of fees paid to insurance company | USD $1,342 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,557 | | Amount paid for insurance broker fees | 1342 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | DONALD W TAPERT INS AGCY INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010130569 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010130569 | | Number of Individuals Covered | 249 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $8,061 | | Total amount of fees paid to insurance company | USD $1,447 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $53,741 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010130569 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010130569 | | Number of Individuals Covered | 247 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $6,463 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $43,088 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
