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NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 401k Plan overview

Plan NameNATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN
Plan identification number 501

NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

NATIONAL INTERSTATE INSURANCE CO. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL INTERSTATE INSURANCE CO.
Employer identification number (EIN):341607395
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01PAMELA MCDERMID
5012012-01-01PAM MCDERMID
5012011-01-01PAM MCDERMID
5012009-01-01PAMELA MCDERMID

Plan Statistics for NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN

401k plan membership statisitcs for NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN

Measure Date Value
2017: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01715
Total number of active participants reported on line 7a of the Form 55002017-01-01713
Number of retired or separated participants receiving benefits2017-01-013
Total of all active and inactive participants2017-01-01716
2016: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01693
Total number of active participants reported on line 7a of the Form 55002016-01-01594
Number of retired or separated participants receiving benefits2016-01-018
Total of all active and inactive participants2016-01-01602
2015: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01606
Total number of active participants reported on line 7a of the Form 55002015-01-01679
Number of retired or separated participants receiving benefits2015-01-0114
Total of all active and inactive participants2015-01-01693
2014: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01562
Total number of active participants reported on line 7a of the Form 55002014-01-01602
Number of retired or separated participants receiving benefits2014-01-014
Total of all active and inactive participants2014-01-01606
2013: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01529
Total number of active participants reported on line 7a of the Form 55002013-01-01553
Number of retired or separated participants receiving benefits2013-01-019
Total of all active and inactive participants2013-01-01562
Total participants2013-01-01562
2012: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01513
Total number of active participants reported on line 7a of the Form 55002012-01-01523
Number of retired or separated participants receiving benefits2012-01-016
Total of all active and inactive participants2012-01-01529
Total participants2012-01-01529
2011: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01353
Total number of active participants reported on line 7a of the Form 55002011-01-01507
Number of retired or separated participants receiving benefits2011-01-016
Total of all active and inactive participants2011-01-01513
Total participants2011-01-01513
2009: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01348
Total number of active participants reported on line 7a of the Form 55002009-01-01339
Number of retired or separated participants receiving benefits2009-01-016
Total of all active and inactive participants2009-01-01345
Total participants2009-01-01345

Form 5500 Responses for NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN

2017: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
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: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 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: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 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: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 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: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 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
2012: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 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
2009: NATIONAL INTERSTATE INSURANCE COMPANY WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0882207
Policy instance 2
Insurance contract or identification number0882207
Number of Individuals Covered1025
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,646
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $82,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,646
Insurance broker organization code?3
Insurance broker nameTHE FEDELI GROUP INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number233420
Policy instance 1
Insurance contract or identification number233420
Number of Individuals Covered713
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,694
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $359,473
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,694
Insurance broker organization code?3
Insurance broker nameTHE FEDELI GROUP INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0882207
Policy instance 2
Insurance contract or identification number0882207
Number of Individuals Covered1224
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27,041
Total amount of fees paid to insurance companyUSD $8,856
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $452,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,041
Amount paid for insurance broker fees8856
Additional information about fees paid to insurance brokerPM CROSS SALE AND ENGAGEMENT CREDIT
Insurance broker organization code?3
Insurance broker nameTHE FEDELI GROUP INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number233420
Policy instance 1
Insurance contract or identification number233420
Number of Individuals Covered683
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,611
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $290,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,611
Insurance broker organization code?3
Insurance broker nameTHE FEDELI GROUP INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0882207
Policy instance 2
Insurance contract or identification number0882207
Number of Individuals Covered1785
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,049
Total amount of fees paid to insurance companyUSD $2,368
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $418,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,049
Amount paid for insurance broker fees2368
Additional information about fees paid to insurance brokerPM CROSS SALE
Insurance broker organization code?3
Insurance broker nameTHE FEDELI GROUP INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number233420
Policy instance 1
Insurance contract or identification number233420
Number of Individuals Covered602
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,638
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $256,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,638
Insurance broker organization code?3
Insurance broker nameTHE FEDELI GROUP INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00329756
Policy instance 1
Insurance contract or identification number00329756
Number of Individuals Covered562
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,021
Total amount of fees paid to insurance companyUSD $14,413
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $658,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,102
Amount paid for insurance broker fees14413
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameFIDELI GROUP INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00329756
Policy instance 1
Insurance contract or identification number00329756
Number of Individuals Covered546
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $29,057
Total amount of fees paid to insurance companyUSD $13,704
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $583,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,057
Amount paid for insurance broker fees13704
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00329756
Policy instance 1
Insurance contract or identification number00329756
Number of Individuals Covered507
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,339
Total amount of fees paid to insurance companyUSD $13,179
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $526,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00329756
Policy instance 1
Insurance contract or identification number00329756
Number of Individuals Covered353
Insurance policy start date2009-02-01
Insurance policy end date2010-01-31
Total amount of commissions paid to insurance brokerUSD $8,876
Total amount of fees paid to insurance companyUSD $9,126
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $224,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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