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AKGK LIFE 401k Plan overview

Plan NameAKGK LIFE
Plan identification number 501

AKGK LIFE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BROTHERHOOD OF LOCOMOTIVE ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name:BROTHERHOOD OF LOCOMOTIVE ENGINEERS
Employer identification number (EIN):300262854
NAIC Classification:482110
NAIC Description: Rail Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AKGK LIFE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-01-01MARK WALLACE
5012017-01-01MARK WALLACE
5012017-01-01MARK WALLACE
5012016-01-01
5012016-01-01
5012016-01-01
5012015-01-01
5012015-01-01
5012015-01-01
5012014-01-01MARK WALLACE2018-12-05
5012014-01-01MARK WALLACE2018-12-05
5012014-01-01MARK WALLACE2018-10-12

Plan Statistics for AKGK LIFE

401k plan membership statisitcs for AKGK LIFE

Measure Date Value
2017: AKGK LIFE 2017 401k membership
Total participants, beginning-of-year2017-01-011,830
Total number of active participants reported on line 7a of the Form 55002017-01-012,090
Total of all active and inactive participants2017-01-012,090
Total participants2017-01-012,090
2016: AKGK LIFE 2016 401k membership
Total participants, beginning-of-year2016-01-011,794
Total number of active participants reported on line 7a of the Form 55002016-01-011,830
Total of all active and inactive participants2016-01-011,830
Total participants2016-01-011,830
2015: AKGK LIFE 2015 401k membership
Total participants, beginning-of-year2015-01-01842
Total number of active participants reported on line 7a of the Form 55002015-01-01797
Total of all active and inactive participants2015-01-01797
Total participants2015-01-01797
2014: AKGK LIFE 2014 401k membership
Total participants, beginning-of-year2014-01-011,987
Total number of active participants reported on line 7a of the Form 55002014-01-011,895
Total of all active and inactive participants2014-01-011,895
Total participants2014-01-011,895

Form 5500 Responses for AKGK LIFE

2017: AKGK LIFE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: AKGK LIFE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: AKGK LIFE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: AKGK LIFE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AKGK
Policy instance 1
Insurance contract or identification numberG000AKGK
Number of Individuals Covered2090
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $147,546
Total amount of fees paid to insurance companyUSD $40,982
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,475,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,584
Insurance broker organization code?3
Amount paid for insurance broker fees40982
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker nameJAMES D WIEDERSTEIN
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AKGH
Policy instance 1
Insurance contract or identification numberG000AKGH
Number of Individuals Covered1445
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $117,999
Total amount of fees paid to insurance companyUSD $39,167
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,179,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,310
Insurance broker organization code?3
Amount paid for insurance broker fees39167
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker nameRAIL ROAD MARKETING INSURANCE SERVI
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AKGL
Policy instance 1
Insurance contract or identification numberG000AKGL
Number of Individuals Covered826
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $62,219
Total amount of fees paid to insurance companyUSD $34,829
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $622,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,816
Insurance broker organization code?3
Amount paid for insurance broker fees34829
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker nameRAIL ROAD MARKETING INSURANCE SERVI

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