HOPE ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN
401k plan membership statisitcs for HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2017: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 345 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 322 |
| Total of all active and inactive participants | 2017-07-01 | 322 |
| 2016: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 353 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 345 |
| Total of all active and inactive participants | 2016-07-01 | 345 |
| 2015: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 357 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 353 |
| Total of all active and inactive participants | 2015-07-01 | 353 |
| 2014: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 368 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 357 |
| Total of all active and inactive participants | 2014-07-01 | 357 |
| 2013: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 383 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 368 |
| Total of all active and inactive participants | 2013-07-01 | 368 |
| 2012: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 387 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 383 |
| Total of all active and inactive participants | 2012-07-01 | 383 |
| 2011: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 393 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 387 |
| Total of all active and inactive participants | 2011-07-01 | 387 |
| 2010: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 369 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 393 |
| Total of all active and inactive participants | 2010-07-01 | 393 |
| 2009: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 417 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 369 |
| Total of all active and inactive participants | 2009-07-01 | 369 |
| 2017: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: HOPE ENTERPRISES, INC LIFE AND AD&D BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK969446 |
| Policy instance | 2 |
| Insurance contract or identification number | OK969446 | | Number of Individuals Covered | 322 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $335 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,788 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $335 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES AND SERVICE | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERVICES LLC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX967958 |
| Policy instance | 1 |
| Insurance contract or identification number | FLX967958 | | Number of Individuals Covered | 322 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $2,102 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,883 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,102 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES AND SERVICE | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERVICES LLC |
|
| DEARBORN NATIONAL (National Association of Insurance Commissioners NAIC id number: 85090 ) |
| Policy contract number | F018600 |
| Policy instance | 1 |
| Insurance contract or identification number | F018600 | | Number of Individuals Covered | 353 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $2,479 | | Total amount of fees paid to insurance company | USD $1,763 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $25,182 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,479 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1763 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker name | EMERSON REID & COMPANY, INC. |
|
| DEARBORN NATIONAL (National Association of Insurance Commissioners NAIC id number: 85090 ) |
| Policy contract number | F018600 |
| Policy instance | 1 |
| Insurance contract or identification number | F018600 | | Number of Individuals Covered | 364 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $2,458 | | Total amount of fees paid to insurance company | USD $1,609 | | 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 AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $22,989 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,458 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1609 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker name | EMERSON REID & COMPANY, INC. |
|
| DEARBORN NATIONAL (National Association of Insurance Commissioners NAIC id number: 85090 ) |
| Policy contract number | F018600 |
| Policy instance | 1 |
| Insurance contract or identification number | F018600 | | Number of Individuals Covered | 368 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $2,525 | | Total amount of fees paid to insurance company | USD $1,681 | | 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 AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $24,020 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,525 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1681 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker name | EMERSON REID & COMPANY, INC. |
|
| DEARBORN NATIONAL (National Association of Insurance Commissioners NAIC id number: 85090 ) |
| Policy contract number | F018600 |
| Policy instance | 1 |
| Insurance contract or identification number | F018600 | | Number of Individuals Covered | 375 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $2,526 | | Total amount of fees paid to insurance company | USD $1,716 | | 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 AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $24,518 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,526 | | Additional information about fees paid to insurance broker | INCENTIVE PLAN PAYOUTS, OVERRIDES, THIRD PARTY ADMINISTRATIVE FEES AN | | Amount paid for insurance broker fees | 1716 | | Insurance broker organization code? | 3 | | Insurance broker name | EMERSON REID & COMPANY, INC. |
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| SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 ) |
| Policy contract number | 38281 |
| Policy instance | 2 |
| Insurance contract or identification number | 38281 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $736 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $5,145 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $736 | | Insurance broker organization code? | 3 | | Insurance broker name | BARRY K RAKE |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 24338 |
| Policy instance | 1 |
| Insurance contract or identification number | 24338 | | Number of Individuals Covered | 338 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $3,359 | | 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 AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $25,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 ) |
| Policy contract number | 38281 |
| Policy instance | 2 |
| Insurance contract or identification number | 38281 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-02-29 | | Total amount of commissions paid to insurance broker | USD $1,522 | | Total amount of fees paid to insurance company | USD $2,045 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $10,226 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 24338 |
| Policy instance | 1 |
| Insurance contract or identification number | 24338 | | Number of Individuals Covered | 393 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $1,073 | | 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 AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $28,221 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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