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MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 401k Plan overview

Plan NameMILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN
Plan identification number 506

MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

MILTON ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:MILTON ACADEMY
Employer identification number (EIN):042103603
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062015-11-16
5062014-11-15DEBORAH OTOOLE
5062013-11-15DEBORAH OTOOLE
5062012-11-15DEBORAH OTOOLE DEBORAH OTOOLE2014-05-01

Plan Statistics for MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN

401k plan membership statisitcs for MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN

Measure Date Value
2015: MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-16331
Total number of active participants reported on line 7a of the Form 55002015-11-160
Number of retired or separated participants receiving benefits2015-11-160
Number of other retired or separated participants entitled to future benefits2015-11-160
Total of all active and inactive participants2015-11-160
2014: MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-15336
Total number of active participants reported on line 7a of the Form 55002014-11-15331
Total of all active and inactive participants2014-11-15331
Total participants2014-11-15331
2013: MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-15335
Total number of active participants reported on line 7a of the Form 55002013-11-15336
Total of all active and inactive participants2013-11-15336
Total participants2013-11-15336
2012: MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-15333
Total number of active participants reported on line 7a of the Form 55002012-11-15335
Total of all active and inactive participants2012-11-15335
Total participants2012-11-15335

Form 5500 Responses for MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN

2015: MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 2015 form 5500 responses
2015-11-16Type of plan entitySingle employer plan
2015-11-16Submission has been amendedNo
2015-11-16This submission is the final filingYes
2015-11-16This return/report is a short plan year return/report (less than 12 months)Yes
2015-11-16Plan is a collectively bargained planNo
2015-11-16Plan funding arrangement – InsuranceYes
2015-11-16Plan benefit arrangement – InsuranceYes
2014: MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 2014 form 5500 responses
2014-11-15Type of plan entitySingle employer plan
2014-11-15Submission has been amendedNo
2014-11-15This submission is the final filingNo
2014-11-15This return/report is a short plan year return/report (less than 12 months)No
2014-11-15Plan is a collectively bargained planNo
2014-11-15Plan funding arrangement – InsuranceYes
2014-11-15Plan benefit arrangement – InsuranceYes
2013: MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 2013 form 5500 responses
2013-11-15Type of plan entitySingle employer plan
2013-11-15Submission has been amendedNo
2013-11-15This submission is the final filingNo
2013-11-15This return/report is a short plan year return/report (less than 12 months)No
2013-11-15Plan is a collectively bargained planNo
2013-11-15Plan funding arrangement – InsuranceYes
2013-11-15Plan benefit arrangement – InsuranceYes
2012: MILTON ACADEMY TRAVEL ACCIDENT INSURANCE PLAN 2012 form 5500 responses
2012-11-15Type of plan entitySingle employer plan
2012-11-15Submission has been amendedNo
2012-11-15This submission is the final filingNo
2012-11-15This return/report is a short plan year return/report (less than 12 months)No
2012-11-15Plan is a collectively bargained planNo
2012-11-15Plan funding arrangement – InsuranceYes
2012-11-15Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL630177
Policy instance 1
Insurance contract or identification numberABL630177
Number of Individuals Covered331
Insurance policy start date2015-11-15
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
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 providedBUSINESS TRAVEL ACCIDENT
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL630177
Policy instance 1
Insurance contract or identification numberABL630177
Insurance policy start date2013-11-15
Insurance policy end date2014-11-15
Total amount of commissions paid to insurance brokerUSD $405
Total amount of fees paid to insurance companyUSD $11
Are there contracts with allocated funds for individual policies?No
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
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
Amount paid for insurance broker fees11
Insurance broker nameFRED C CHURCH INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL630177
Policy instance 1
Insurance contract or identification numberABL630177
Insurance policy start date2012-11-15
Insurance policy end date2013-11-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14
Are there contracts with allocated funds for individual policies?No
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
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 $0
Amount paid for insurance broker fees0
Insurance broker nameHUB INTERNATIONAL NEW ENGLAND
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL630177
Policy instance 1
Insurance contract or identification numberABL630177
Number of Individuals Covered348
Insurance policy start date2010-11-15
Insurance policy end date2011-11-14
Total amount of commissions paid to insurance brokerUSD $405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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