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EXCET GROUP LIFE AND DISABILITY INSURANCE PLAN 401k Plan overview

Plan NameEXCET GROUP LIFE AND DISABILITY INSURANCE PLAN
Plan identification number 502

EXCET GROUP LIFE AND DISABILITY INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

EXCET, INC has sponsored the creation of one or more 401k plans.

Company Name:EXCET, INC
Employer identification number (EIN):202633996
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXCET GROUP LIFE AND DISABILITY INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022015-08-01ANA RICHEY ANA RICHEY2017-01-25

Plan Statistics for EXCET GROUP LIFE AND DISABILITY INSURANCE PLAN

401k plan membership statisitcs for EXCET GROUP LIFE AND DISABILITY INSURANCE PLAN

Measure Date Value
2015: EXCET GROUP LIFE AND DISABILITY INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0195
Total number of active participants reported on line 7a of the Form 55002015-08-01101
Total of all active and inactive participants2015-08-01101
Total participants2015-08-01101

Form 5500 Responses for EXCET GROUP LIFE AND DISABILITY INSURANCE PLAN

2015: EXCET GROUP LIFE AND DISABILITY INSURANCE PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01First time form 5500 has been submittedYes
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number205193
Policy instance 1
Insurance contract or identification number205193
Number of Individuals Covered101
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $9,911
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 BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $81,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,911
Insurance broker organization code?3
Total amount of fees paid to insurance companyUSD $123,937
Amount paid for insurance broker fees123937
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION
Insurance broker nameCBIZ BENEFITS AND INSURANCE SERVICE

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