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TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 401k Plan overview

Plan NameTOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD
Plan identification number 509

TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD Benefits

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

401k Sponsoring company profile

COLLEGE BOARD has sponsored the creation of one or more 401k plans.

Company Name:COLLEGE BOARD
Employer identification number (EIN):131623965
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092015-01-01WOODY RICHARDS WOODY RICHARDS2016-10-11
5092015-01-01JEANETTE BRIZEL2020-10-07
5092014-01-01WOODY RICHARDS WOODY RICHARDS2015-10-14
5092013-01-01WOODY RICHARDS WOODY RICHARDS2014-10-15
5092012-01-01DANA PREECE
5092011-01-01DANA PREECE
5092009-01-01DANA PREECE

Plan Statistics for TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD

401k plan membership statisitcs for TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD

Measure Date Value
2015: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2015 401k membership
Total participants, beginning-of-year2015-01-011,241
Total number of active participants reported on line 7a of the Form 55002015-01-011,351
Total of all active and inactive participants2015-01-011,351
Total participants2015-01-011,351
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2014 401k membership
Total participants, beginning-of-year2014-01-011,154
Total number of active participants reported on line 7a of the Form 55002014-01-011,241
Total of all active and inactive participants2014-01-011,241
Total participants2014-01-011,241
2013: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2013 401k membership
Total participants, beginning-of-year2013-01-011,295
Total number of active participants reported on line 7a of the Form 55002013-01-011,127
Total of all active and inactive participants2013-01-011,127
Total participants2013-01-011,127
2012: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2012 401k membership
Total participants, beginning-of-year2012-01-011,246
Total number of active participants reported on line 7a of the Form 55002012-01-011,295
Total of all active and inactive participants2012-01-011,295
Total participants2012-01-011,295
2011: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2011 401k membership
Total participants, beginning-of-year2011-01-011,145
Total number of active participants reported on line 7a of the Form 55002011-01-011,200
Total of all active and inactive participants2011-01-011,200
Total participants2011-01-011,200
2009: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2009 401k membership
Total participants, beginning-of-year2009-01-011,027
Total number of active participants reported on line 7a of the Form 55002009-01-011,054
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,054

Form 5500 Responses for TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD

2015: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: TOTAL DISABILITY INSURANCE FOR EMPLOYEES OF THE COLLEGE BOARD 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYK960229
Policy instance 1
Insurance contract or identification numberNYK960229
Insurance policy start date2015-08-01
Insurance policy end date2016-08-01
Total amount of commissions paid to insurance brokerUSD $46,218
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 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
Welfare Benefit Premiums Paid to CarrierUSD $355,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,109
Insurance broker organization code?3
Number of Individuals Covered1351
Total amount of fees paid to insurance companyUSD $0
Amount paid for insurance broker fees0
Insurance broker nameEVAN CONGER BROUSSARD
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0147626
Policy instance 1
Insurance contract or identification number0147626
Number of Individuals Covered1217
Insurance policy start date2014-01-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $18,828
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 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
Welfare Benefit Premiums Paid to CarrierUSD $92,169
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,414
Insurance broker organization code?0
Insurance broker nameECBP LP
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYK960229
Policy instance 2
Insurance contract or identification numberNYK960229
Number of Individuals Covered1241
Insurance policy start date2014-08-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $39,472
Total amount of fees paid to insurance companyUSD $5,901
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 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
Welfare Benefit Premiums Paid to CarrierUSD $303,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $19,736
Insurance broker organization code?3
Amount paid for insurance broker fees5901
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker nameECBP LP
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0147626
Policy instance 1
Insurance contract or identification number0147626
Number of Individuals Covered1127
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,103
Total amount of fees paid to insurance companyUSD $0
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 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
Welfare Benefit Premiums Paid to CarrierUSD $164,467
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,343
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBROKERAGE CONCEPTS, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0147626
Policy instance 1
Insurance contract or identification number0147626
Number of Individuals Covered1295
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $26,794
Total amount of fees paid to insurance companyUSD $3,981
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $170,301
Commission paid to Insurance BrokerUSD $25,460
Amount paid for insurance broker fees3723
Insurance broker organization code?3
Insurance broker nameBROKERAGE CONCEPTS INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0147626
Policy instance 2
Insurance contract or identification number0147626
Number of Individuals Covered1242
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,476
Total amount of fees paid to insurance companyUSD $554
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYK960102
Policy instance 1
Insurance contract or identification numberNYK960102
Number of Individuals Covered1200
Insurance policy start date2011-01-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $16,262
Total amount of fees paid to insurance companyUSD $683
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $162,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYK960102
Policy instance 1
Insurance contract or identification numberNYK960102
Number of Individuals Covered1054
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $26,471
Total amount of fees paid to insurance companyUSD $1,209
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 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
Welfare Benefit Premiums Paid to CarrierUSD $264,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $26,471
Amount paid for insurance broker fees1209
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSION
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES

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