401k Plan data: SUTLIFF AUTO GROUP LIFE AND DISABILITY plan

SUTLIFF AUTO GROUP LIFE AND DISABILITY 401k Plan overview

Plan Name	SUTLIFF AUTO GROUP LIFE AND DISABILITY
Plan identification number	504

SUTLIFF AUTO GROUP LIFE AND DISABILITY Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Long-term disability cover Death benefits (include travel accident but not life insurance) Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

SUTLIFF AUTO GROUP VISION WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name: SUTLIFF AUTO GROUP VISION WELFARE PLAN

Employer identification number (EIN): 251592104

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUTLIFF AUTO GROUP LIFE AND DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2019-01-01 GREGORY YOUNG 2020-10-02
504 2018-01-01 GREGORY YOUNG 2020-12-17
504 2017-01-01 GREGORY YOUNG 2020-12-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
504	2019-01-01	GREGORY YOUNG	2020-10-02
504	2018-01-01	GREGORY YOUNG	2020-12-17
504	2017-01-01	GREGORY YOUNG	2020-12-17

Plan Statistics for SUTLIFF AUTO GROUP LIFE AND DISABILITY

401k plan membership statisitcs for SUTLIFF AUTO GROUP LIFE AND DISABILITY

Measure Date Value
2019: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2019 401k membership
Total participants, beginning-of-year 2019-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 65
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 65
Number of employers contributing to the scheme 2019-01-01 0
2018: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2018 401k membership
Total participants, beginning-of-year 2018-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 148
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 148
Number of employers contributing to the scheme 2018-01-01 0
2017: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2017 401k membership
Total participants, beginning-of-year 2017-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 134
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 134
Number of employers contributing to the scheme 2017-01-01 0

Measure	Date	Value
2019: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2019 401k membership
Total participants, beginning-of-year	2019-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	65
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	65
Number of employers contributing to the scheme	2019-01-01	0
2018: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2018 401k membership
Total participants, beginning-of-year	2018-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	148
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	148
Number of employers contributing to the scheme	2018-01-01	0
2017: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2017 401k membership
Total participants, beginning-of-year	2017-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	134
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	134
Number of employers contributing to the scheme	2017-01-01	0

Form 5500 Responses for SUTLIFF AUTO GROUP LIFE AND DISABILITY

2019: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: SUTLIFF AUTO GROUP LIFE AND DISABILITY 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

R0336990

Policy instance

Insurance contract or identification number	R0336990
Number of Individuals Covered	12
Insurance policy start date	2018-04-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $1,669
Total amount of fees paid to insurance company	USD $137
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,600
Amount paid for insurance broker fees	133
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

587397

Policy instance

Insurance contract or identification number	587397
Number of Individuals Covered	65
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,208
Total amount of fees paid to insurance company	USD $191
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $22,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,910
Amount paid for insurance broker fees	138
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

R0336990

Policy instance

Insurance contract or identification number	R0336990
Number of Individuals Covered	5
Insurance policy start date	2019-04-01
Insurance policy end date	2019-07-31
Total amount of commissions paid to insurance broker	USD $72
Total amount of fees paid to insurance company	USD $4
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $72
Amount paid for insurance broker fees	4
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

587397

Policy instance

Insurance contract or identification number	587397
Number of Individuals Covered	148
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,265
Total amount of fees paid to insurance company	USD $924
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $66,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,396
Amount paid for insurance broker fees	924
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

587397

Policy instance

Insurance contract or identification number	587397
Number of Individuals Covered	134
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,785
Total amount of fees paid to insurance company	USD $677
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $63,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SUTLIFF AUTO GROUP VISION WELFARE PLAN
Employer identification number (EIN):	251592104
NAIC Classification:	441110
NAIC Description:	New Car Dealers