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MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameMEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN
Plan identification number 501

MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

MEMPHIS ZOOLOGICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:MEMPHIS ZOOLOGICAL SOCIETY
Employer identification number (EIN):237236155
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-02-01MARY ANN BEIL2023-06-19
5012021-02-01MARY ANN BEIL2022-10-11
5012020-02-01MARY ANN BEIL2021-11-15
5012019-02-01MARY ANN BEIL2020-11-09
5012018-02-01MARY ANN LEE2019-08-22
5012017-02-01
5012016-02-01
5012015-02-01
5012014-02-01
5012013-02-01
5012012-02-01JOY MOORE ADAMS
5012011-02-01JOY MOORE ADAMS
5012009-02-01JOY MOORE ADAMS

Plan Statistics for MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN

401k plan membership statisitcs for MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN

Measure Date Value
2022: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01198
Total number of active participants reported on line 7a of the Form 55002022-02-01204
Total of all active and inactive participants2022-02-01204
2021: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01158
Total number of active participants reported on line 7a of the Form 55002021-02-01198
Total of all active and inactive participants2021-02-01198
2020: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01158
Total number of active participants reported on line 7a of the Form 55002020-02-01158
Total of all active and inactive participants2020-02-01158
2019: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01154
Total number of active participants reported on line 7a of the Form 55002019-02-01158
Total of all active and inactive participants2019-02-01158
2018: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01163
Total number of active participants reported on line 7a of the Form 55002018-02-01154
Total of all active and inactive participants2018-02-01154
2017: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01167
Total number of active participants reported on line 7a of the Form 55002017-02-01163
Total of all active and inactive participants2017-02-01163
2016: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01159
Total number of active participants reported on line 7a of the Form 55002016-02-01167
Total of all active and inactive participants2016-02-01167
2015: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01156
Total number of active participants reported on line 7a of the Form 55002015-02-01159
Total of all active and inactive participants2015-02-01159
2014: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01157
Total number of active participants reported on line 7a of the Form 55002014-02-01156
Total of all active and inactive participants2014-02-01156
2013: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01155
Total number of active participants reported on line 7a of the Form 55002013-02-01157
Total of all active and inactive participants2013-02-01157
2012: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01140
Total number of active participants reported on line 7a of the Form 55002012-02-01155
Total of all active and inactive participants2012-02-01155
2011: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01130
Total number of active participants reported on line 7a of the Form 55002011-02-01140
Total of all active and inactive participants2011-02-01140
2009: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01132
Total number of active participants reported on line 7a of the Form 55002009-02-01128
Total of all active and inactive participants2009-02-01128

Form 5500 Responses for MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN

2022: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2018: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2009: MEMPHIS ZOOLOGICAL SOCIETY LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number895302G
Policy instance 1
Insurance contract or identification number895302G
Number of Individuals Covered204
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,782
Total amount of fees paid to insurance companyUSD $1,970
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, WD
Welfare Benefit Premiums Paid to CarrierUSD $87,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,782
Insurance broker organization code?3
Amount paid for insurance broker fees1970
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK602220
Policy instance 5
Insurance contract or identification numberSOK602220
Number of Individuals Covered198
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $176
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $176
Insurance broker organization code?4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603490
Policy instance 4
Insurance contract or identification numberSGM603490
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,660
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,660
Insurance broker organization code?4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603490
Policy instance 3
Insurance contract or identification numberSGM603490
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $1,265
Total amount of fees paid to insurance companyUSD $133
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,265
Amount paid for insurance broker fees133
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK602220
Policy instance 2
Insurance contract or identification numberSOK602220
Number of Individuals Covered198
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $157
Total amount of fees paid to insurance companyUSD $18
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $157
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD 603439
Policy instance 1
Insurance contract or identification numberSGD 603439
Number of Individuals Covered189
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $818
Total amount of fees paid to insurance companyUSD $87
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $818
Amount paid for insurance broker fees87
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSION
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603490
Policy instance 3
Insurance contract or identification numberSGM603490
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $1,954
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,954
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK602220
Policy instance 2
Insurance contract or identification numberSOK602220
Number of Individuals Covered171
Insurance policy start date2020-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $258
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $258
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD 603439
Policy instance 1
Insurance contract or identification numberSGD 603439
Number of Individuals Covered158
Insurance policy start date2020-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $1,552
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,552
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603490
Policy instance 3
Insurance contract or identification numberSGM603490
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,165
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2165
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK602220
Policy instance 2
Insurance contract or identification numberSOK602220
Number of Individuals Covered171
Insurance policy start date2019-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $229
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $229
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD 603439
Policy instance 1
Insurance contract or identification numberSGD 603439
Number of Individuals Covered158
Insurance policy start date2019-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $1,573
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,573
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603490
Policy instance 3
Insurance contract or identification numberSGM603490
Number of Individuals Covered123
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $2,143
Total amount of fees paid to insurance companyUSD $141
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,143
Amount paid for insurance broker fees141
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK602220
Policy instance 2
Insurance contract or identification numberSOK602220
Number of Individuals Covered123
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $133
Total amount of fees paid to insurance companyUSD $9
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $133
Amount paid for insurance broker fees9
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD 603439
Policy instance 1
Insurance contract or identification numberSGD 603439
Number of Individuals Covered154
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $1,311
Total amount of fees paid to insurance companyUSD $87
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,311
Amount paid for insurance broker fees87
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603490
Policy instance 3
Insurance contract or identification numberSGM603490
Number of Individuals Covered111
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $2,228
Total amount of fees paid to insurance companyUSD $147
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,228
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS, LLC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK602220
Policy instance 2
Insurance contract or identification numberSOK602220
Number of Individuals Covered106
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $162
Total amount of fees paid to insurance companyUSD $11
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $162
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS, LLC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD 603439
Policy instance 1
Insurance contract or identification numberSGD 603439
Number of Individuals Covered163
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $1,348
Total amount of fees paid to insurance companyUSD $86
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,348
Amount paid for insurance broker fees86
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS, LLC

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