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| Plan Name | STONE COAST FUND SERVICES LLC LIFE AND DISABILITY PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | STONE COAST FUND SERVICES, LLC |
| Employer identification number (EIN): | 061781234 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2017-02-01 | SARA MORRIS | |||
| 501 | 2017-02-01 |
| Measure | Date | Value |
|---|---|---|
| 2017: STONE COAST FUND SERVICES LLC LIFE AND DISABILITY PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-02-01 | 153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 149 |
| Total of all active and inactive participants | 2017-02-01 | 149 |
| Total participants | 2017-02-01 | 149 |
| 2017: STONE COAST FUND SERVICES LLC LIFE AND DISABILITY PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | First time form 5500 has been submitted | Yes |
| 2017-02-01 | Submission has been amended | Yes |
| 2017-02-01 | This submission is the final filing | Yes |
| 2017-02-01 | Plan funding arrangement – Insurance | Yes |
| 2017-02-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||
| Policy contract number | 135130 | ||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||
| Policy contract number | 135131 | ||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||
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