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WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN 401k Plan overview

Plan NameWORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN
Plan identification number 507

WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN Benefits

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

401k Sponsoring company profile

WORD & BROWN INSURANCE ADMINISTRATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WORD & BROWN INSURANCE ADMINISTRATORS, INC.
Employer identification number (EIN):953161239
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072018-12-01IVONNE ROCA2020-04-08
5072017-12-01IVONNE ROCA2019-09-30
5072016-12-01IVONNE ROCA2019-09-30

Plan Statistics for WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN

401k plan membership statisitcs for WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN

Measure Date Value
2018: WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-010
Total number of active participants reported on line 7a of the Form 55002018-12-010
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-010
Total of all active and inactive participants2018-12-010
2017: WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01117
Total number of active participants reported on line 7a of the Form 55002017-12-01130
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-01130
2016: WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01102
Total number of active participants reported on line 7a of the Form 55002016-12-01117
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-01117

Form 5500 Responses for WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN

2018: WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingYes
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – InsuranceYes
2017: WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – InsuranceYes
2016: WORD & BROWN INSURANCE ADMINISTRATORS, INC. AFLAC PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01First time form 5500 has been submittedYes
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number0000007503
Policy instance 1
Insurance contract or identification number0000007503
Number of Individuals Covered130
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $17,050
Total amount of fees paid to insurance companyUSD $0
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENT, HOSPITALIZATION AND CRITICAL ILLNESS
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 $123,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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