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GROUP TOTAL DISABILITY PLAN 401k Plan overview

Plan NameGROUP TOTAL DISABILITY PLAN
Plan identification number 508

GROUP TOTAL DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

BRANDEIS UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:BRANDEIS UNIVERSITY
Employer identification number (EIN):042103552
NAIC Classification:611000

Additional information about BRANDEIS UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1893190

More information about BRANDEIS UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP TOTAL DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082019-01-01KEVIN M PIERSON2020-07-29
5082018-01-01KEVIN M PIERSON2019-07-24 SAMUEL SOLOMON2019-07-24
5082017-01-01
5082016-01-01
5082015-01-01
5082014-01-01
5082013-01-01
5082012-01-01HARRY KALAJIAN HARRY KALAJIAN2013-07-15
5082011-01-01HARRY KALAJIAN HARRY KALAJIAN2012-07-13
5082009-01-01HARRY KALAJIAN HARRY KALAJIAN2010-10-13
5082009-01-01HARRY KALAJIAN HARRY KALAJIAN2010-10-13

Plan Statistics for GROUP TOTAL DISABILITY PLAN

401k plan membership statisitcs for GROUP TOTAL DISABILITY PLAN

Measure Date Value
2019: GROUP TOTAL DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,370
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
2018: GROUP TOTAL DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,380
Total number of active participants reported on line 7a of the Form 55002018-01-011,370
Total of all active and inactive participants2018-01-011,370
2017: GROUP TOTAL DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,404
Total number of active participants reported on line 7a of the Form 55002017-01-011,380
Total of all active and inactive participants2017-01-011,380
2016: GROUP TOTAL DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,376
Total number of active participants reported on line 7a of the Form 55002016-01-011,404
Total of all active and inactive participants2016-01-011,404
Total participants2016-01-011,404
2015: GROUP TOTAL DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,326
Total number of active participants reported on line 7a of the Form 55002015-01-011,376
Total of all active and inactive participants2015-01-011,376
Total participants2015-01-011,376
2014: GROUP TOTAL DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,326
Total number of active participants reported on line 7a of the Form 55002014-01-011,326
Total of all active and inactive participants2014-01-011,326
Total participants2014-01-011,326
2013: GROUP TOTAL DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,336
Total number of active participants reported on line 7a of the Form 55002013-01-011,326
Total of all active and inactive participants2013-01-011,326
Total participants2013-01-011,326
2012: GROUP TOTAL DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,348
Total number of active participants reported on line 7a of the Form 55002012-01-011,336
Total of all active and inactive participants2012-01-011,336
Total participants2012-01-011,336
2011: GROUP TOTAL DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,344
Total number of active participants reported on line 7a of the Form 55002011-01-011,348
Total of all active and inactive participants2011-01-011,348
Total participants2011-01-011,348
2009: GROUP TOTAL DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,365
Total number of active participants reported on line 7a of the Form 55002009-01-011,307
Number of retired or separated participants receiving benefits2009-01-015
Total of all active and inactive participants2009-01-011,312
Total participants2009-01-011,312

Form 5500 Responses for GROUP TOTAL DISABILITY PLAN

2019: GROUP TOTAL DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP TOTAL DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP TOTAL DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP TOTAL DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP TOTAL DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP TOTAL DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP TOTAL DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GROUP TOTAL DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GROUP TOTAL DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: GROUP TOTAL DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1417
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,797
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,020
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1370
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,813
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,813
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1380
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,771
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,771
Insurance broker organization code?3
Insurance broker nameBENEFIT REPORTS INS SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1376
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,159
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,543
Insurance broker organization code?3
Insurance broker nameELIOT LAPPEN INS ANGECY INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1326
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $5,656
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,656
Insurance broker organization code?3
Insurance broker nameBENEFIT REPORTS INS SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 2
Insurance contract or identification number120533
Number of Individuals Covered1326
Insurance policy start date2014-12-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $975
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $975
Insurance broker nameBENEFIT REPORTS INS SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1326
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $5,220
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,220
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBENEFIT REPORTS INS SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1336
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $7,527
Total amount of fees paid to insurance companyUSD $2,413
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,527
Amount paid for insurance broker fees2413
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameBENEFIT REPORTS INS SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1348
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $8,646
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number120533
Policy instance 1
Insurance contract or identification number120533
Number of Individuals Covered1344
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $8,271
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $8,271
Insurance broker organization code?3
Insurance broker nameBENEFIT REPORTS INS SERVICES

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