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FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 401k Plan overview

Plan NameFANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY
Plan identification number 505

FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

FANNING/HOWEY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FANNING/HOWEY ASSOCIATES, INC.
Employer identification number (EIN):341053065
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052019-01-01
5052018-01-01
5052017-01-01DORINE VOGEL
5052016-01-01DORINE VOGEL
5052015-01-01DORINE VOGEL2016-07-27
5052014-01-01DORINE VOGEL2015-07-24
5052013-01-01DORINE VOGEL2014-10-15
5052011-01-01DORINE VOGEL2012-08-09
5052010-01-01DORINE VOGEL
5052009-01-01DORINE VOGEL

Plan Statistics for FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY

401k plan membership statisitcs for FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY

Measure Date Value
2019: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2019 401k membership
Total participants, beginning-of-year2019-01-0185
Total number of active participants reported on line 7a of the Form 55002019-01-0179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0179
2018: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2018 401k membership
Total participants, beginning-of-year2018-01-0195
Total number of active participants reported on line 7a of the Form 55002018-01-0185
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0185
2017: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2017 401k membership
Total participants, beginning-of-year2017-01-0195
Total number of active participants reported on line 7a of the Form 55002017-01-0195
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0195
2016: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year2016-01-0192
Total number of active participants reported on line 7a of the Form 55002016-01-0195
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0195
2015: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year2015-01-0194
Total number of active participants reported on line 7a of the Form 55002015-01-0192
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0192
2014: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year2014-01-01105
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0194
2013: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-01105
Total of all active and inactive participants2013-01-01105
2011: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01176
Total of all active and inactive participants2011-01-01176
2010: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2010 401k membership
Total participants, beginning-of-year2010-01-01247
Total number of active participants reported on line 7a of the Form 55002010-01-01225
Total of all active and inactive participants2010-01-01225
2009: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year2009-01-01252
Total number of active participants reported on line 7a of the Form 55002009-01-01247
Total of all active and inactive participants2009-01-01247

Form 5500 Responses for FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY

2019: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: FANNING/HOWEY ASSOCIATES, INC. LIFE INS, ACCIDENTA DEATH, AND LONG TERM DISABILITY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number400001000
Policy instance 4
Insurance contract or identification number400001000
Number of Individuals Covered22
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $911
Total amount of fees paid to insurance companyUSD $76
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $911
Amount paid for insurance broker fees76
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10232361
Policy instance 3
Insurance contract or identification number10232361
Number of Individuals Covered79
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,820
Total amount of fees paid to insurance companyUSD $252
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $28,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,820
Amount paid for insurance broker fees252
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10232362
Policy instance 2
Insurance contract or identification number10232362
Number of Individuals Covered79
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,343
Total amount of fees paid to insurance companyUSD $81
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,343
Amount paid for insurance broker fees81
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number561538
Policy instance 1
Insurance contract or identification number561538
Number of Individuals Covered71
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $7,069
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $51,788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,069
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number403006721
Policy instance 5
Insurance contract or identification number403006721
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH&DISMEMBERMENT-VOLU
Welfare Benefit Premiums Paid to CarrierUSD $625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number400001000
Policy instance 4
Insurance contract or identification number400001000
Number of Individuals Covered25
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,511
Total amount of fees paid to insurance companyUSD $751
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,511
Amount paid for insurance broker fees751
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10232361
Policy instance 3
Insurance contract or identification number10232361
Number of Individuals Covered85
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,031
Total amount of fees paid to insurance companyUSD $2,473
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $50,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,031
Amount paid for insurance broker fees2473
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10232362
Policy instance 2
Insurance contract or identification number10232362
Number of Individuals Covered84
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,395
Total amount of fees paid to insurance companyUSD $817
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,395
Amount paid for insurance broker fees817
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number561538
Policy instance 1
Insurance contract or identification number561538
Number of Individuals Covered81
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,945
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $47,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,945
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number403006721
Policy instance 8
Insurance contract or identification number403006721
Number of Individuals Covered22
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH&DISMEMBERMENT-VOLU
Welfare Benefit Premiums Paid to CarrierUSD $218
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 nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number400001000
Policy instance 7
Insurance contract or identification number400001000
Number of Individuals Covered27
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $506
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $506
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10232361
Policy instance 6
Insurance contract or identification number10232361
Number of Individuals Covered95
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,611
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $16,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,611
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number10232362
Policy instance 5
Insurance contract or identification number10232362
Number of Individuals Covered95
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $795
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,301
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $795
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD607092
Policy instance 4
Insurance contract or identification numberSGD607092
Number of Individuals Covered89
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of fees paid to insurance companyUSD $329
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees329
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM606833
Policy instance 3
Insurance contract or identification numberSGM606833
Number of Individuals Covered89
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of fees paid to insurance companyUSD $1,150
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1150
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK604855
Policy instance 2
Insurance contract or identification numberSOK604855
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of fees paid to insurance companyUSD $111
Other welfare benefits providedACCIDENTAL DEATH&DISMEMBERMENT-VOLU
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees111
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFITS SERVICES INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number561538
Policy instance 1
Insurance contract or identification number561538
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $6,133
Other welfare benefits providedLONG TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $41,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,133
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SVCS INC

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