PHILLIPS EXETER ACADEMY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2019: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 559 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
| Total of all active and inactive participants | 2019-07-01 | 0 |
| Number of employers contributing to the scheme | 2019-07-01 | 0 |
| 2018: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 557 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 562 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 11 |
| Total of all active and inactive participants | 2018-07-01 | 573 |
| Total participants | 2018-07-01 | 573 |
| 2017: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 556 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 547 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 10 |
| Total of all active and inactive participants | 2017-07-01 | 557 |
| Total participants | 2017-07-01 | 557 |
| 2016: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 550 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 548 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 8 |
| Total of all active and inactive participants | 2016-07-01 | 556 |
| Total participants | 2016-07-01 | 556 |
| 2015: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 543 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 542 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 8 |
| Total of all active and inactive participants | 2015-07-01 | 550 |
| Total participants | 2015-07-01 | 550 |
| 2014: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 539 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 534 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 9 |
| Total of all active and inactive participants | 2014-07-01 | 543 |
| Total participants | 2014-07-01 | 543 |
| 2013: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 537 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 528 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 11 |
| Total of all active and inactive participants | 2013-07-01 | 539 |
| Total participants | 2013-07-01 | 539 |
| 2012: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 529 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 525 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 12 |
| Total of all active and inactive participants | 2012-07-01 | 537 |
| Total participants | 2012-07-01 | 537 |
| 2011: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 524 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 516 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 13 |
| Total of all active and inactive participants | 2011-07-01 | 529 |
| Total participants | 2011-07-01 | 529 |
| 2010: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 539 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 523 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 10 |
| Total of all active and inactive participants | 2010-01-01 | 533 |
| Total participants | 2010-01-01 | 533 |
| 2009: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 550 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 529 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 10 |
| Total of all active and inactive participants | 2009-01-01 | 539 |
| Total participants | 2009-01-01 | 539 |
| 2019: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | This submission is the final filing | Yes |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 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: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 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 |
| 2010: PHILLIPS EXETER ACADEMY GROUP INSURANCE PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PHILLIPS EXETER ACADEMY GROUP INSURANCE 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 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLTD0BCPX |
| Policy instance | 1 |
| Insurance contract or identification number | GLTD0BCPX | | Number of Individuals Covered | 560 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $10,621 | | Total amount of fees paid to insurance company | USD $13,880 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $237,064 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,621 | | Amount paid for insurance broker fees | 13880 | | 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 | GLTD0BCPX |
| Policy instance | 1 |
| Insurance contract or identification number | GLTD0BCPX | | Number of Individuals Covered | 573 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $10,482 | | Total amount of fees paid to insurance company | USD $3,880 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $223,232 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,482 | | Amount paid for insurance broker fees | 3880 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
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| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 44031 |
| Policy instance | 1 |
| Insurance contract or identification number | 44031 | | Number of Individuals Covered | 547 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $13,247 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $239,937 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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