BENEFICIAL BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN
401k plan membership statisitcs for BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN
| Measure | Date | Value |
|---|
| 2018: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 779 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 751 |
| Total of all active and inactive participants | 2018-08-01 | 751 |
| 2017: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 777 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 779 |
| Total of all active and inactive participants | 2017-08-01 | 779 |
| 2016: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 766 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 777 |
| Total of all active and inactive participants | 2016-08-01 | 777 |
| 2015: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 743 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 766 |
| Total of all active and inactive participants | 2015-08-01 | 766 |
| 2013: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 947 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 755 |
| Total of all active and inactive participants | 2013-08-01 | 755 |
| 2012: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 924 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 947 |
| Total of all active and inactive participants | 2012-08-01 | 947 |
| 2011: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 950 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 924 |
| Total of all active and inactive participants | 2011-08-01 | 924 |
| 2009: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 696 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 762 |
| Total of all active and inactive participants | 2009-08-01 | 762 |
| Total participants, beginning-of-year | 2009-01-01 | 157 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 157 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 157 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| 2018: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D 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: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D 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: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D 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: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D 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 |
| 2013: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D 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: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D 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: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D 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: BENEFICIAL SAVINGS BANK GROUP LIFE & AD&D 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 |
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G 00615576 |
| Policy instance | 1 |
| Insurance contract or identification number | G 00615576 | | Number of Individuals Covered | 751 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $206,144 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT IN | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $125,662 | | Insurance broker organization code? | 3 |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G 00615576 |
| Policy instance | 1 |
| Insurance contract or identification number | G 00615576 | | Number of Individuals Covered | 779 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $128,259 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT IN | | 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 | 213926 |
| Policy instance | 4 |
| Insurance contract or identification number | 213926 | | Number of Individuals Covered | 192 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-01-01 | | Total amount of commissions paid to insurance broker | USD $4,302 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | VOLUNTARY LIFE PROGRAM | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,302 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 213925 |
| Policy instance | 3 |
| Insurance contract or identification number | 213925 | | Number of Individuals Covered | 766 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-01-01 | | Total amount of commissions paid to insurance broker | USD $1,762 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD, SHORT-TERM DISABILITY | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,762 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL962482 |
| Policy instance | 2 |
| Insurance contract or identification number | ABL962482 | | Number of Individuals Covered | 115 | | Insurance policy start date | 2015-07-15 | | Insurance policy end date | 2016-07-14 | | Total amount of commissions paid to insurance broker | USD $943 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $943 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99063440 |
| Policy instance | 1 |
| Insurance contract or identification number | 99063440 | | Number of Individuals Covered | 766 | | Insurance policy start date | 2015-07-27 | | Insurance policy end date | 2016-07-27 | | Total amount of commissions paid to insurance broker | USD $510 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT IN | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $510 | | Insurance broker organization code? | 4 | | Insurance broker name | BENEFICIAL INSURANCE SERVICES LLC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 213926 |
| Policy instance | 4 |
| Insurance contract or identification number | 213926 | | Number of Individuals Covered | 214 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-08-01 | | Total amount of commissions paid to insurance broker | USD $8,987 | | 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 | | Other welfare benefits provided | VOLUNTARY LIFE PROGRAM | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,987 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 213925 |
| Policy instance | 3 |
| Insurance contract or identification number | 213925 | | Number of Individuals Covered | 755 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-08-01 | | Total amount of commissions paid to insurance broker | USD $6,281 | | 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 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD, SHORT-TERM DISABILITY | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,281 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL962482 |
| Policy instance | 2 |
| Insurance contract or identification number | ABL962482 | | Number of Individuals Covered | 135 | | Insurance policy start date | 2013-07-15 | | Insurance policy end date | 2014-07-14 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99063440 |
| Policy instance | 1 |
| Insurance contract or identification number | 99063440 | | Number of Individuals Covered | 755 | | Insurance policy start date | 2013-07-27 | | Insurance policy end date | 2014-07-27 | | Total amount of commissions paid to insurance broker | USD $510 | | 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 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT IN | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $510 | | Insurance broker organization code? | 4 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99063440 |
| Policy instance | 1 |
| Insurance contract or identification number | 99063440 | | Number of Individuals Covered | 947 | | Insurance policy start date | 2012-07-27 | | Insurance policy end date | 2013-07-27 | | Total amount of commissions paid to insurance broker | USD $510 | | 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 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT IN | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $510 | | Insurance broker organization code? | 4 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0145284 |
| Policy instance | 2 |
| Insurance contract or identification number | 0145284 | | Number of Individuals Covered | 947 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $12,005 | | Total amount of fees paid to insurance company | USD $16 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PADD | | Welfare Benefit Premiums Paid to Carrier | USD $127,381 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,005 | | Amount paid for insurance broker fees | 16 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFICIAL INS SERVICES LLC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL962482 |
| Policy instance | 3 |
| Insurance contract or identification number | ABL962482 | | Number of Individuals Covered | 165 | | Insurance policy start date | 2012-07-15 | | Insurance policy end date | 2013-07-15 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFICIAL INS SERVICES |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99063440 |
| Policy instance | 1 |
| Insurance contract or identification number | 99063440 | | Number of Individuals Covered | 924 | | Insurance policy start date | 2011-07-27 | | Insurance policy end date | 2012-07-27 | | Total amount of commissions paid to insurance broker | USD $510 | | 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 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT IN | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0145284 |
| Policy instance | 2 |
| Insurance contract or identification number | 0145284 | | Number of Individuals Covered | 924 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $15,110 | | 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 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PADD | | Welfare Benefit Premiums Paid to Carrier | USD $207,220 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL962482 |
| Policy instance | 3 |
| Insurance contract or identification number | ABL962482 | | Number of Individuals Covered | 165 | | Insurance policy start date | 2011-07-15 | | Insurance policy end date | 2012-07-15 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99063440 |
| Policy instance | 1 |
| Insurance contract or identification number | 99063440 | | Number of Individuals Covered | 950 | | Insurance policy start date | 2010-07-27 | | Insurance policy end date | 2011-07-27 | | Total amount of commissions paid to insurance broker | USD $510 | | 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 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT IN | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL962482 |
| Policy instance | 3 |
| Insurance contract or identification number | ABL962482 | | Number of Individuals Covered | 165 | | Insurance policy start date | 2010-07-15 | | Insurance policy end date | 2011-07-15 | | Total amount of commissions paid to insurance broker | USD $6,025 | | 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 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $40,168 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0145284 |
| Policy instance | 2 |
| Insurance contract or identification number | 0145284 | | Number of Individuals Covered | 950 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $13,911 | | Total amount of fees paid to insurance company | USD $21 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PADD | | Welfare Benefit Premiums Paid to Carrier | USD $222,562 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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