GREENBAUM, ROWE, SMITH & DAVIS LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN
401k plan membership statisitcs for GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN
| Measure | Date | Value |
|---|
| 2021: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 156 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 163 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Total of all active and inactive participants | 2021-08-01 | 163 |
| 2020: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 146 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 156 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 156 |
| 2019: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 160 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 146 |
| Total of all active and inactive participants | 2019-08-01 | 146 |
| 2018: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 178 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 160 |
| Total of all active and inactive participants | 2018-08-01 | 160 |
| 2017: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 178 |
| Number of retired or separated participants receiving benefits | 2017-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 0 |
| Total of all active and inactive participants | 2017-08-01 | 178 |
| 2016: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 174 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 111 |
| 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 | 111 |
| 2015: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 158 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 174 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
| Total of all active and inactive participants | 2015-08-01 | 174 |
| 2014: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 168 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 158 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 0 |
| Total of all active and inactive participants | 2014-08-01 | 158 |
| 2013: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 165 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 168 |
| Total of all active and inactive participants | 2013-08-01 | 168 |
| 2012: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 165 |
| Total of all active and inactive participants | 2012-08-01 | 165 |
| 2011: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 156 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 151 |
| Total of all active and inactive participants | 2011-08-01 | 151 |
| 2009: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 159 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 163 |
| Total of all active and inactive participants | 2009-08-01 | 163 |
| 2021: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 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 |
| 2009: GREENBAUM, ROWE, SMITH & DAVIS LLP LONG-TERM DISABILITY PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 407053 |
| Policy instance | 1 |
| Insurance contract or identification number | 407053 | | Number of Individuals Covered | 163 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-11-01 | | Total amount of commissions paid to insurance broker | USD $14,404 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $173,398 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,404 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 407053 |
| Policy instance | 1 |
| Insurance contract or identification number | 407053 | | Number of Individuals Covered | 156 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-11-01 | | Total amount of commissions paid to insurance broker | USD $13,967 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $166,120 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,967 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 407053 |
| Policy instance | 1 |
| Insurance contract or identification number | 407053 | | Number of Individuals Covered | 146 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-11-01 | | Total amount of commissions paid to insurance broker | USD $13,498 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $158,304 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,498 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 407053 |
| Policy instance | 1 |
| Insurance contract or identification number | 407053 | | Number of Individuals Covered | 160 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-11-01 | | Total amount of commissions paid to insurance broker | USD $14,622 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $177,025 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,622 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 407053 |
| Policy instance | 1 |
| Insurance contract or identification number | 407053 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2016-11-01 | | Insurance policy end date | 2017-11-01 | | Total amount of commissions paid to insurance broker | USD $12,815 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $146,909 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 407053 |
| Policy instance | 1 |
| Insurance contract or identification number | 407053 | | Number of Individuals Covered | 174 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-11-01 | | Total amount of commissions paid to insurance broker | USD $16,311 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $143,277 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,311 | | Insurance broker organization code? | 3 | | Insurance broker name | STRATFORD FINANCIAL GROUP INC |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867404G |
| Policy instance | 1 |
| Insurance contract or identification number | 867404G | | Number of Individuals Covered | 158 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $10,288 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $128,605 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,288 | | Insurance broker organization code? | 3 | | Insurance broker name | STRATFORD FINANCIAL GROUP INC |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867404G |
| Policy instance | 1 |
| Insurance contract or identification number | 867404G | | Number of Individuals Covered | 166 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $10,521 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $131,504 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,630 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL CHODORCOFF |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867404G |
| Policy instance | 1 |
| Insurance contract or identification number | 867404G | | Number of Individuals Covered | 164 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $10,660 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $133,248 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,660 | | Insurance broker organization code? | 3 | | Insurance broker name | MICHAEL CHODORCOFF |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867404G |
| Policy instance | 1 |
| Insurance contract or identification number | 867404G | | Number of Individuals Covered | 153 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $9,347 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $116,841 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 867404G |
| Policy instance | 2 |
| Insurance contract or identification number | 867404G | | Number of Individuals Covered | 157 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $132,660 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 581333 |
| Policy instance | 1 |
| Insurance contract or identification number | 581333 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2009-11-01 | | Insurance policy end date | 2010-11-01 | | Total amount of commissions paid to insurance broker | USD $3,043 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,648 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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