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WALKER ZANGER LIFE INSURANCE PLAN 401k Plan overview

Plan NameWALKER ZANGER LIFE INSURANCE PLAN
Plan identification number 506

WALKER ZANGER LIFE INSURANCE PLAN Benefits

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

401k Sponsoring company profile

WALKER ZANGER has sponsored the creation of one or more 401k plans.

Company Name:WALKER ZANGER
Employer identification number (EIN):131916215
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALKER ZANGER LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062022-01-01
5062021-01-01
5062020-01-01
5062019-01-01
5062018-01-01
5062017-01-01GAURAV MALHOTRA
5062016-01-01PAT PETROCELLI
5062015-01-01PAT PETROCELLI
5062014-01-01PAT PETROCELLI
5062013-01-01PAT PETROCELLI
5062012-01-01VICKI TALLE
5062011-01-01VICKI TALLE
5062010-01-01VICKI TALLE
5062009-01-01VICKI TALLE

Plan Statistics for WALKER ZANGER LIFE INSURANCE PLAN

401k plan membership statisitcs for WALKER ZANGER LIFE INSURANCE PLAN

Measure Date Value
2022: WALKER ZANGER LIFE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-010
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
2021: WALKER ZANGER LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01176
Total of all active and inactive participants2021-01-01176
Total participants2021-01-01176
2020: WALKER ZANGER LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Total of all active and inactive participants2020-01-01204
Total participants2020-01-01204
2019: WALKER ZANGER LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01230
Total number of active participants reported on line 7a of the Form 55002019-01-01223
Total of all active and inactive participants2019-01-01223
Total participants2019-01-01223
2018: WALKER ZANGER LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01230
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01230
Total participants2018-01-01230
2017: WALKER ZANGER LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01237
Total number of active participants reported on line 7a of the Form 55002017-01-01226
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01226
Total participants2017-01-01226
2016: WALKER ZANGER LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01168
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01237
Total participants2016-01-01237
2015: WALKER ZANGER LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01148
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01168
Total participants2015-01-01168
2014: WALKER ZANGER LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01148
Total participants2014-01-01148
2013: WALKER ZANGER LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01185
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Total of all active and inactive participants2013-01-01156
Total participants2013-01-01156
2012: WALKER ZANGER LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01193
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Total of all active and inactive participants2012-01-01185
2011: WALKER ZANGER LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01284
Total number of active participants reported on line 7a of the Form 55002011-01-01193
Total of all active and inactive participants2011-01-01193
Total participants2011-01-01193
2010: WALKER ZANGER LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01364
Total number of active participants reported on line 7a of the Form 55002010-01-01284
Total of all active and inactive participants2010-01-01284
Total participants2010-01-01284
2009: WALKER ZANGER LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01399
Total number of active participants reported on line 7a of the Form 55002009-01-01364
Total of all active and inactive participants2009-01-01364
Total participants2009-01-01364

Form 5500 Responses for WALKER ZANGER LIFE INSURANCE PLAN

2022: WALKER ZANGER LIFE INSURANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: WALKER ZANGER LIFE INSURANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: WALKER ZANGER LIFE INSURANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: WALKER ZANGER LIFE INSURANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WALKER ZANGER LIFE INSURANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: WALKER ZANGER LIFE INSURANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WALKER ZANGER LIFE INSURANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WALKER ZANGER LIFE INSURANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WALKER ZANGER LIFE INSURANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WALKER ZANGER LIFE INSURANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WALKER ZANGER LIFE INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WALKER ZANGER LIFE INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WALKER ZANGER LIFE INSURANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WALKER ZANGER LIFE INSURANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70201-3
Policy instance 1
Insurance contract or identification number70201-3
Number of Individuals Covered176
Insurance policy start date2020-08-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $3,270
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOLUNTARY
Welfare Benefit Premiums Paid to CarrierUSD $32,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,270
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70201-3
Policy instance 1
Insurance contract or identification number70201-3
Number of Individuals Covered204
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $6,000
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOLUNTARY
Welfare Benefit Premiums Paid to CarrierUSD $59,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,000
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70201-3
Policy instance 1
Insurance contract or identification number70201-3
Number of Individuals Covered223
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $6,512
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOLUNTARY
Welfare Benefit Premiums Paid to CarrierUSD $65,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,512
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70201-3
Policy instance 2
Insurance contract or identification number70201-3
Number of Individuals Covered230
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $7,104
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D, VOLUNTARY
Welfare Benefit Premiums Paid to CarrierUSD $71,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,104
Insurance broker organization code?3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberFG3199
Policy instance 1
Insurance contract or identification numberFG3199
Number of Individuals Covered186
Insurance policy start date2017-04-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $2,027
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D , VOLUNTARY
Welfare Benefit Premiums Paid to CarrierUSD $20,273
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,027
Insurance broker organization code?3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberFG3199
Policy instance 1
Insurance contract or identification numberFG3199
Number of Individuals Covered176
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $7,642
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D , VOLUNTARY
Welfare Benefit Premiums Paid to CarrierUSD $76,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,642
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136788
Policy instance 1
Insurance contract or identification numberGL 136788
Number of Individuals Covered148
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $4,851
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,851
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 178679
Policy instance 2
Insurance contract or identification numberVG 178679
Number of Individuals Covered42
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $3,106
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,106
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136788
Policy instance 1
Insurance contract or identification numberGL 136788
Number of Individuals Covered148
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $3,870
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,870
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 178679
Policy instance 2
Insurance contract or identification numberVG 178679
Number of Individuals Covered45
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $3,432
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,432
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136788
Policy instance 1
Insurance contract or identification numberGL 136788
Number of Individuals Covered156
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $3,940
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,940
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 178679
Policy instance 2
Insurance contract or identification numberVG 178679
Number of Individuals Covered44
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $2,503
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,503
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 178679
Policy instance 2
Insurance contract or identification numberVG 178679
Number of Individuals Covered43
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $3,067
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,067
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136788
Policy instance 1
Insurance contract or identification numberGL 136788
Number of Individuals Covered185
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $3,086
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,086
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 178679
Policy instance 1
Insurance contract or identification numberVG 178679
Number of Individuals Covered52
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $3,169
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136788
Policy instance 2
Insurance contract or identification numberGL 136788
Number of Individuals Covered193
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $5,576
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVG 178679
Policy instance 1
Insurance contract or identification numberVG 178679
Number of Individuals Covered83
Insurance policy start date2009-03-01
Insurance policy end date2010-02-28
Total amount of commissions paid to insurance brokerUSD $3,016
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,016
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATORS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 136788
Policy instance 2
Insurance contract or identification numberGL 136788
Number of Individuals Covered284
Insurance policy start date2009-04-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $7,372
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,717
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,372
Insurance broker organization code?3
Insurance broker nameEMPLOYEE BENEFIT ADMINISTRATOR

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