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THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 401k Plan overview

Plan NameTHE SHUBERT ORGANIZATION GROUP LIFE & AD&D
Plan identification number 502

THE SHUBERT ORGANIZATION GROUP LIFE & AD&D Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

THE SHUBERT ORGANIZATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE SHUBERT ORGANIZATION, INC.
Employer identification number (EIN):132751366
NAIC Classification:531190
NAIC Description:Lessors of Other Real Estate Property

Additional information about THE SHUBERT ORGANIZATION, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1973-06-14
Company Identification Number: 263652
Legal Registered Office Address: 234 WEST 44TH STREET
6TH FL
NEW YORK
United States of America (USA)
10036

More information about THE SHUBERT ORGANIZATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SHUBERT ORGANIZATION GROUP LIFE & AD&D

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-02-01
5022022-02-01
5022021-02-01
5022020-02-01
5022019-02-01
5022018-02-01ELLIOT GREENE
5022017-02-01ELLIOT GREENE
5022016-02-01ELLIOT GREENE
5022015-02-01ELLIOT GREENE
5022014-02-01ELLIOT GREENE
5022013-02-01ELLIOT GREENE
5022012-02-01ELLIOT GREENE
5022011-02-01ELLIOT GREENE
5022010-02-01ELLIOT GREENE
5022009-02-01ELLIOT GREENE

Plan Statistics for THE SHUBERT ORGANIZATION GROUP LIFE & AD&D

401k plan membership statisitcs for THE SHUBERT ORGANIZATION GROUP LIFE & AD&D

Measure Date Value
2023: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2023 401k membership
Total participants, beginning-of-year2023-02-01224
Total number of active participants reported on line 7a of the Form 55002023-02-01226
Total of all active and inactive participants2023-02-01226
2022: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2022 401k membership
Total participants, beginning-of-year2022-02-01196
Total number of active participants reported on line 7a of the Form 55002022-02-01224
Total of all active and inactive participants2022-02-01224
2021: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2021 401k membership
Total participants, beginning-of-year2021-02-01172
Total number of active participants reported on line 7a of the Form 55002021-02-01196
Total of all active and inactive participants2021-02-01196
2020: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2020 401k membership
Total participants, beginning-of-year2020-02-01282
Total number of active participants reported on line 7a of the Form 55002020-02-01172
Total of all active and inactive participants2020-02-01172
2019: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2019 401k membership
Total participants, beginning-of-year2019-02-01283
Total number of active participants reported on line 7a of the Form 55002019-02-01282
Total of all active and inactive participants2019-02-01282
2018: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2018 401k membership
Total participants, beginning-of-year2018-02-01279
Total number of active participants reported on line 7a of the Form 55002018-02-01271
Number of retired or separated participants receiving benefits2018-02-0112
Total of all active and inactive participants2018-02-01283
2017: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2017 401k membership
Total participants, beginning-of-year2017-02-01276
Total number of active participants reported on line 7a of the Form 55002017-02-01267
Number of retired or separated participants receiving benefits2017-02-0112
Total of all active and inactive participants2017-02-01279
Total participants2017-02-01279
2016: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2016 401k membership
Total participants, beginning-of-year2016-02-01265
Total number of active participants reported on line 7a of the Form 55002016-02-01265
Number of retired or separated participants receiving benefits2016-02-0111
Total of all active and inactive participants2016-02-01276
Total participants2016-02-01276
2015: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2015 401k membership
Total participants, beginning-of-year2015-02-01221
Total number of active participants reported on line 7a of the Form 55002015-02-01254
Number of retired or separated participants receiving benefits2015-02-0111
Total of all active and inactive participants2015-02-01265
Total participants2015-02-01265
2014: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2014 401k membership
Total participants, beginning-of-year2014-02-01236
Total number of active participants reported on line 7a of the Form 55002014-02-01208
Number of retired or separated participants receiving benefits2014-02-0113
Total of all active and inactive participants2014-02-01221
Total participants2014-02-01221
2013: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2013 401k membership
Total participants, beginning-of-year2013-02-01228
Total number of active participants reported on line 7a of the Form 55002013-02-01223
Number of retired or separated participants receiving benefits2013-02-0113
Total of all active and inactive participants2013-02-01236
Total participants2013-02-01236
2012: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2012 401k membership
Total participants, beginning-of-year2012-02-01221
Total number of active participants reported on line 7a of the Form 55002012-02-01215
Number of retired or separated participants receiving benefits2012-02-0113
Total of all active and inactive participants2012-02-01228
Total participants2012-02-01228
2011: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2011 401k membership
Total participants, beginning-of-year2011-02-01209
Total number of active participants reported on line 7a of the Form 55002011-02-01208
Number of retired or separated participants receiving benefits2011-02-0113
Total of all active and inactive participants2011-02-01221
Total participants2011-02-01221
2010: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2010 401k membership
Total participants, beginning-of-year2010-02-01205
Total number of active participants reported on line 7a of the Form 55002010-02-01196
Number of retired or separated participants receiving benefits2010-02-0113
Total of all active and inactive participants2010-02-01209
Total participants2010-02-01209
2009: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2009 401k membership
Total participants, beginning-of-year2009-02-01199
Total number of active participants reported on line 7a of the Form 55002009-02-01192
Number of retired or separated participants receiving benefits2009-02-0113
Total of all active and inactive participants2009-02-01205
Total participants2009-02-01205

Form 5500 Responses for THE SHUBERT ORGANIZATION GROUP LIFE & AD&D

2023: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2023 form 5500 responses
2023-02-01Type of plan entitySingle employer plan
2023-02-01Plan funding arrangement – InsuranceYes
2023-02-01Plan benefit arrangement – InsuranceYes
2022: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2018: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2010: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan benefit arrangement – InsuranceYes
2009: THE SHUBERT ORGANIZATION GROUP LIFE & AD&D 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered226
Insurance policy start date2023-02-01
Insurance policy end date2024-01-31
Total amount of commissions paid to insurance brokerUSD $28,625
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $175,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered224
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $26,879
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $180,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,879
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered196
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $20,820
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $152,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,820
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered172
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $37,511
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $155,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,511
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered282
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $39,350
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $393,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,350
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered283
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $31,545
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $210,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,545
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered279
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $30,358
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $202,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,358
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameKINLOCH CONSULTING GROUP, INC.
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered265
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $23,458
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $172,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,458
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameKINLOCH CONSULTING GROUP, INC.
ANTHEM LIFE & DISABILITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 13573 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered221
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $17,454
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $156,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,454
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameKINLOCH CONSULTING GROUP, INC.
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberNY0188
Policy instance 1
Insurance contract or identification numberNY0188
Number of Individuals Covered236
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $23,465
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $156,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,465
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameKINLOCH CONSULTING GROUP, INC.
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberNY0188
Policy instance 2
Insurance contract or identification numberNY0188
Number of Individuals Covered228
Insurance policy start date2012-10-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $5,690
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $50,658
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,690
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameKINLOCH CONSULTING GROUP, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL125757
Policy instance 1
Insurance contract or identification numberGL125757
Number of Individuals Covered228
Insurance policy start date2012-02-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $16,200
Total amount of fees paid to insurance companyUSD $4,531
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $107,998
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,200
Amount paid for insurance broker fees4531
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameKINLOCH CONSULTING GROUP, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL125757
Policy instance 1
Insurance contract or identification numberGL125757
Number of Individuals Covered221
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $22,797
Total amount of fees paid to insurance companyUSD $3,310
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $151,980
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 numberGL125757
Policy instance 1
Insurance contract or identification numberGL125757
Number of Individuals Covered209
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $22,141
Total amount of fees paid to insurance companyUSD $3,704
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $147,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,141
Amount paid for insurance broker fees3704
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameKINLOCH CONSULTING GROUP, INC

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