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UNION HOME MORTGAGE CORP. BENEFITS PLAN 401k Plan overview

Plan NameUNION HOME MORTGAGE CORP. BENEFITS PLAN
Plan identification number 508

UNION HOME MORTGAGE CORP. BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

UNION HOME MORTGAGE CORP. has sponsored the creation of one or more 401k plans.

Company Name:UNION HOME MORTGAGE CORP.
Employer identification number (EIN):341084436
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION HOME MORTGAGE CORP. BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082018-05-01SCOTT SCHADEN2020-07-23

Plan Statistics for UNION HOME MORTGAGE CORP. BENEFITS PLAN

401k plan membership statisitcs for UNION HOME MORTGAGE CORP. BENEFITS PLAN

Measure Date Value
2018: UNION HOME MORTGAGE CORP. BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01196
Total number of active participants reported on line 7a of the Form 55002018-05-010
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-010
Number of employers contributing to the scheme2018-05-010

Form 5500 Responses for UNION HOME MORTGAGE CORP. BENEFITS PLAN

2018: UNION HOME MORTGAGE CORP. BENEFITS PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01This submission is the final filingYes
2018-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number319446-1200101
Policy instance 2
Insurance contract or identification number319446-1200101
Number of Individuals Covered103
Insurance policy start date2018-05-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,449
Total amount of fees paid to insurance companyUSD $4,271
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,187
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,630
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerDIRECT COMPENSATION INDIRECT COMPENSATION
BANNER HEALTH AND AETNA HEALTH (National Association of Insurance Commissioners NAIC id number: 16058 )
Policy contract number319446BH
Policy instance 1
Insurance contract or identification number319446BH
Number of Individuals Covered132
Insurance policy start date2018-05-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,876
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $462,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees29876
Additional information about fees paid to insurance brokerBANNER MM (51-3000) 2018 BROKER BONUS DIRECT COMPENSATION
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number136-007881
Policy instance 3
Insurance contract or identification number136-007881
Number of Individuals Covered211
Insurance policy start date2018-05-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,959
Total amount of fees paid to insurance companyUSD $124
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $77,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,228
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES

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