BERNSTEIN, SHUR, SAWYER & NELSON, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN
401k plan membership statisitcs for BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN
| Measure | Date | Value |
|---|
| 2015: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| 2014: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 188 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 189 |
| 2013: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 187 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 191 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 192 |
| 2012: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 187 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 186 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 187 |
| Total participants | 2012-01-01 | 0 |
| 2011: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 186 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 187 |
| Total participants | 2011-01-01 | 187 |
| 2010: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 190 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 195 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 196 |
| Total participants | 2010-01-01 | 196 |
| 2009: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 173 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 189 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 190 |
| Total participants | 2009-01-01 | 190 |
| 2015: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | This submission is the final filing | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: BERNSTEIN, SHUR, SAWYER & NELSON, P.A. LONG TERM DISABILITY INCOME PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 038232 |
| Policy instance | 1 |
| Insurance contract or identification number | 038232 | | Number of Individuals Covered | 190 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,474 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $144,736 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,474 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN D BURWELL |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 038232 |
| Policy instance | 1 |
| Insurance contract or identification number | 038232 | | Number of Individuals Covered | 192 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $5,151 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $138,490 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,151 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN D BURWELL |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 038232 |
| Policy instance | 1 |
| Insurance contract or identification number | 038232 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $5,364 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $136,478 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,364 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN D BURWELL |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 038232 |
| Policy instance | 1 |
| Insurance contract or identification number | 038232 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $5,434 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $143,451 | | 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 number | 038232 |
| Policy instance | 1 |
| Insurance contract or identification number | 038232 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $5,561 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $156,150 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,561 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN D BURWELL |
|
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