401k Plan data: AETNA GLOBAL BENEFITS plan

AETNA GLOBAL BENEFITS 401k Plan overview

Plan Name	AETNA GLOBAL BENEFITS
Plan identification number	514

AETNA GLOBAL BENEFITS Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

INTERNATIONAL SCHOOLS SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: INTERNATIONAL SCHOOLS SERVICES, INC.

Employer identification number (EIN): 131926673

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AETNA GLOBAL BENEFITS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
514 2016-08-01 DESIREE BRYANT DESIREE BRYANT 2018-03-05
514 2016-08-01 DEIRDRE SIMON 2018-03-05
514 2015-08-01 DESIREE BRYANT DESIREE BRYANT 2016-10-06
514 2014-08-01 DESIREE BRYANT DESIREE BRYANT 2015-12-08
514 2013-08-01 DESIREE BRYANT DESIREE BRYANT 2014-12-08
514 2012-08-01 DESIREE BRYANT DESIREE BRYANT 2014-02-21
514 2011-08-01 DESIREE R BRYANT DESIREE R BRYANT 2013-02-25
514 2011-07-01 DESIREE R. BRYANT DESIREE R. BRYANT 2012-03-26
514 2010-07-01 DESIREE R. BRYANT DESIREE R. BRYANT 2012-01-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
514	2016-08-01	DESIREE BRYANT	DESIREE BRYANT	2018-03-05
514	2016-08-01		DEIRDRE SIMON	2018-03-05
514	2015-08-01	DESIREE BRYANT	DESIREE BRYANT	2016-10-06
514	2014-08-01	DESIREE BRYANT	DESIREE BRYANT	2015-12-08
514	2013-08-01	DESIREE BRYANT	DESIREE BRYANT	2014-12-08
514	2012-08-01	DESIREE BRYANT	DESIREE BRYANT	2014-02-21
514	2011-08-01	DESIREE R BRYANT	DESIREE R BRYANT	2013-02-25
514	2011-07-01	DESIREE R. BRYANT	DESIREE R. BRYANT	2012-03-26
514	2010-07-01	DESIREE R. BRYANT	DESIREE R. BRYANT	2012-01-11

Plan Statistics for AETNA GLOBAL BENEFITS

401k plan membership statisitcs for AETNA GLOBAL BENEFITS

Measure Date Value
2016: AETNA GLOBAL BENEFITS 2016 401k membership
Total participants, beginning-of-year 2016-08-01 71
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 41
Number of retired or separated participants receiving benefits 2016-08-01 0
Number of other retired or separated participants entitled to future benefits 2016-08-01 0
Total of all active and inactive participants 2016-08-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-08-01 0
Total participants 2016-08-01 41
Number of participants with account balances 2016-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 0
Number of employers contributing to the scheme 2016-08-01 0
2015: AETNA GLOBAL BENEFITS 2015 401k membership
Total participants, beginning-of-year 2015-08-01 70
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 71
Total of all active and inactive participants 2015-08-01 71
Total participants 2015-08-01 71
2014: AETNA GLOBAL BENEFITS 2014 401k membership
Total participants, beginning-of-year 2014-08-01 128
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 70
Total of all active and inactive participants 2014-08-01 70
Total participants 2014-08-01 70
2013: AETNA GLOBAL BENEFITS 2013 401k membership
Total participants, beginning-of-year 2013-08-01 129
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 128
Total of all active and inactive participants 2013-08-01 128
Total participants 2013-08-01 128
2012: AETNA GLOBAL BENEFITS 2012 401k membership
Total participants, beginning-of-year 2012-08-01 112
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 129
Total of all active and inactive participants 2012-08-01 129
Total participants 2012-08-01 129
2011: AETNA GLOBAL BENEFITS 2011 401k membership
Total participants, beginning-of-year 2011-08-01 233
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 112
Total of all active and inactive participants 2011-08-01 112
Total participants 2011-08-01 112
Total participants, beginning-of-year 2011-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 233
Total of all active and inactive participants 2011-07-01 233
Total participants 2011-07-01 233
2010: AETNA GLOBAL BENEFITS 2010 401k membership
Total participants, beginning-of-year 2010-07-01 95
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 233
Total of all active and inactive participants 2010-07-01 233
Total participants 2010-07-01 233

Measure	Date	Value
2016: AETNA GLOBAL BENEFITS 2016 401k membership
Total participants, beginning-of-year	2016-08-01	71
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	41
Number of retired or separated participants receiving benefits	2016-08-01	0
Number of other retired or separated participants entitled to future benefits	2016-08-01	0
Total of all active and inactive participants	2016-08-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-08-01	0
Total participants	2016-08-01	41
Number of participants with account balances	2016-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	0
Number of employers contributing to the scheme	2016-08-01	0
2015: AETNA GLOBAL BENEFITS 2015 401k membership
Total participants, beginning-of-year	2015-08-01	70
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	71
Total of all active and inactive participants	2015-08-01	71
Total participants	2015-08-01	71
2014: AETNA GLOBAL BENEFITS 2014 401k membership
Total participants, beginning-of-year	2014-08-01	128
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	70
Total of all active and inactive participants	2014-08-01	70
Total participants	2014-08-01	70
2013: AETNA GLOBAL BENEFITS 2013 401k membership
Total participants, beginning-of-year	2013-08-01	129
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	128
Total of all active and inactive participants	2013-08-01	128
Total participants	2013-08-01	128
2012: AETNA GLOBAL BENEFITS 2012 401k membership
Total participants, beginning-of-year	2012-08-01	112
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	129
Total of all active and inactive participants	2012-08-01	129
Total participants	2012-08-01	129
2011: AETNA GLOBAL BENEFITS 2011 401k membership
Total participants, beginning-of-year	2011-08-01	233
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	112
Total of all active and inactive participants	2011-08-01	112
Total participants	2011-08-01	112
Total participants, beginning-of-year	2011-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	233
Total of all active and inactive participants	2011-07-01	233
Total participants	2011-07-01	233
2010: AETNA GLOBAL BENEFITS 2010 401k membership
Total participants, beginning-of-year	2010-07-01	95
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	233
Total of all active and inactive participants	2010-07-01	233
Total participants	2010-07-01	233

Form 5500 Responses for AETNA GLOBAL BENEFITS

2016: AETNA GLOBAL BENEFITS 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	Yes
2016-08-01	This submission is the final filing	Yes
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan benefit arrangement – Insurance	Yes
2015: AETNA GLOBAL BENEFITS 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan benefit arrangement – Insurance	Yes
2014: AETNA GLOBAL BENEFITS 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2013: AETNA GLOBAL BENEFITS 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan benefit arrangement – Insurance	Yes
2012: AETNA GLOBAL BENEFITS 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Insurance	Yes
2012-08-01	Plan benefit arrangement – Insurance	Yes
2011: AETNA GLOBAL BENEFITS 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: AETNA GLOBAL BENEFITS 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AETNA GLOBAL BENEFITS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

299743

Policy instance

Insurance contract or identification number	299743
Number of Individuals Covered	71
Insurance policy start date	2015-08-01
Insurance policy end date	2016-07-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $705,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA GLOBAL BENEFITS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

299743

Policy instance

Insurance contract or identification number	299743
Number of Individuals Covered	70
Insurance policy start date	2014-08-01
Insurance policy end date	2015-07-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $725,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA GLOBAL BENEFITS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

299743

Policy instance

Insurance contract or identification number	299743
Number of Individuals Covered	128
Insurance policy start date	2013-08-01
Insurance policy end date	2014-07-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $1,044,288

AETNA GLOBAL BENEFITS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

299743

Policy instance

Insurance contract or identification number	299743
Insurance policy start date	2012-08-01
Insurance policy end date	2013-07-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $967,552

AETNA GLOBAL BENEFITS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

299743

Policy instance

Insurance contract or identification number	299743
Number of Individuals Covered	112
Insurance policy start date	2011-08-01
Insurance policy end date	2012-07-31
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $789,452

AETNA GLOBAL BENEFITS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

299743

Policy instance

Insurance contract or identification number	299743
Number of Individuals Covered	233
Insurance policy start date	2011-07-01
Insurance policy end date	2011-07-31
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $54,918

AETNA GLOBAL BENEFITS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

299743

Policy instance

Insurance contract or identification number	299743
Number of Individuals Covered	233
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $670,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	INTERNATIONAL SCHOOLS SERVICES, INC.
Employer identification number (EIN):	131926673
NAIC Classification:	611000