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THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 401k Plan overview

Plan NameTHE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY
Plan identification number 503

THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • 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, INC. LONG TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032023-04-01
5032022-04-01
5032021-04-01
5032020-04-01
5032019-04-01
5032018-04-01ELLIOT GREENE
5032017-04-01ELLIOT GREENE
5032016-04-01ELLIOT GREENE
5032015-04-01ELLIOT GREENE
5032014-04-01ELLIOT GREENE
5032013-04-01ELLIOT GREENE
5032012-04-01ELLIOT GREENE
5032011-04-01ELLIOT GREENE
5032010-04-01ELLIOT GREENE
5032009-04-01ELLIOT GREENE

Plan Statistics for THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY

401k plan membership statisitcs for THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY

Measure Date Value
2023: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2023 401k membership
Total participants, beginning-of-year2023-04-01191
Total number of active participants reported on line 7a of the Form 55002023-04-01190
Total of all active and inactive participants2023-04-01190
2022: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2022 401k membership
Total participants, beginning-of-year2022-04-01177
Total number of active participants reported on line 7a of the Form 55002022-04-01191
Total of all active and inactive participants2022-04-01191
2021: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2021 401k membership
Total participants, beginning-of-year2021-04-01141
Total number of active participants reported on line 7a of the Form 55002021-04-01177
Total of all active and inactive participants2021-04-01177
2020: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2020 401k membership
Total participants, beginning-of-year2020-04-01238
Total number of active participants reported on line 7a of the Form 55002020-04-01141
Total of all active and inactive participants2020-04-01141
2019: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2019 401k membership
Total participants, beginning-of-year2019-04-01239
Total number of active participants reported on line 7a of the Form 55002019-04-01238
Total of all active and inactive participants2019-04-01238
2018: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2018 401k membership
Total participants, beginning-of-year2018-04-01240
Total number of active participants reported on line 7a of the Form 55002018-04-01239
Total of all active and inactive participants2018-04-01239
2017: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2017 401k membership
Total participants, beginning-of-year2017-04-01265
Total number of active participants reported on line 7a of the Form 55002017-04-01240
Total of all active and inactive participants2017-04-01240
Total participants2017-04-01240
2016: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year2016-04-01230
Total number of active participants reported on line 7a of the Form 55002016-04-01265
Total of all active and inactive participants2016-04-01265
Total participants2016-04-01265
2015: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year2015-04-01207
Total number of active participants reported on line 7a of the Form 55002015-04-01230
Total of all active and inactive participants2015-04-01230
Total participants2015-04-01230
2014: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year2014-04-01221
Total number of active participants reported on line 7a of the Form 55002014-04-01207
Total of all active and inactive participants2014-04-01207
Total participants2014-04-01207
2013: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year2013-04-01222
Total number of active participants reported on line 7a of the Form 55002013-04-01221
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01221
2012: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year2012-04-01206
Total number of active participants reported on line 7a of the Form 55002012-04-01222
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01222
2011: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year2011-04-01195
Total number of active participants reported on line 7a of the Form 55002011-04-01206
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01206
2010: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2010 401k membership
Total participants, beginning-of-year2010-04-01189
Total number of active participants reported on line 7a of the Form 55002010-04-01195
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-01195
2009: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year2009-04-01178
Total number of active participants reported on line 7a of the Form 55002009-04-01189
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01189

Form 5500 Responses for THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY

2023: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan benefit arrangement – InsuranceYes
2022: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: THE SHUBERT ORGANIZATION, INC. LONG TERM DISABILITY 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan 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 Covered190
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
Total amount of commissions paid to insurance brokerUSD $12,415
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $82,582
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 Covered191
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $11,713
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,713
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 Covered177
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $9,827
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,827
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 Covered141
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $5,269
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,352
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,269
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 Covered238
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $26,732
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,732
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 Covered239
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $13,226
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $88,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,226
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 Covered265
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $13,678
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,678
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 Covered230
Insurance policy start date2015-04-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $11,404
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,404
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.
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number498477
Policy instance 1
Insurance contract or identification number498477
Number of Individuals Covered207
Insurance policy start date2014-04-01
Insurance policy end date2014-12-01
Total amount of commissions paid to insurance brokerUSD $4,616
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,616
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 2
Insurance contract or identification numberNY0188
Number of Individuals Covered207
Insurance policy start date2014-12-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $2,922
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,922
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.
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number498477
Policy instance 1
Insurance contract or identification number498477
Number of Individuals Covered221
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $4,941
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,941
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.
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number498477
Policy instance 1
Insurance contract or identification number498477
Number of Individuals Covered222
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $4,899
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $89,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,899
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.
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number498477
Policy instance 1
Insurance contract or identification number498477
Number of Individuals Covered206
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $5,625
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number498477
Policy instance 1
Insurance contract or identification number498477
Number of Individuals Covered195
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $5,657
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $80,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,657
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.

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