VERTELLUS HOLDINGS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2015: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-24 | 585 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-24 | 0 |
| Number of retired or separated participants receiving benefits | 2015-10-24 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-24 | 0 |
| Total of all active and inactive participants | 2015-10-24 | 0 |
| 2014: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-24 | 518 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-24 | 585 |
| Number of retired or separated participants receiving benefits | 2014-10-24 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-24 | 0 |
| Total of all active and inactive participants | 2014-10-24 | 585 |
| 2013: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-24 | 505 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-24 | 518 |
| Number of retired or separated participants receiving benefits | 2013-10-24 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-24 | 0 |
| Total of all active and inactive participants | 2013-10-24 | 518 |
| 2012: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-24 | 499 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-24 | 500 |
| Number of retired or separated participants receiving benefits | 2012-10-24 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-24 | 0 |
| Total of all active and inactive participants | 2012-10-24 | 505 |
| 2011: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-24 | 525 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-24 | 499 |
| Number of retired or separated participants receiving benefits | 2011-10-24 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-24 | 0 |
| Total of all active and inactive participants | 2011-10-24 | 499 |
| 2009: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-24 | 508 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-24 | 527 |
| Number of retired or separated participants receiving benefits | 2009-10-24 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-24 | 0 |
| Total of all active and inactive participants | 2009-10-24 | 527 |
| 2007: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-10-24 | 510 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-10-24 | 727 |
| Number of retired or separated participants receiving benefits | 2007-10-24 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-10-24 | 0 |
| Total of all active and inactive participants | 2007-10-24 | 727 |
| 2015: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-10-24 | Type of plan entity | Single employer plan |
| 2015-10-24 | This submission is the final filing | Yes |
| 2015-10-24 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-10-24 | Plan funding arrangement – Insurance | Yes |
| 2015-10-24 | Plan benefit arrangement – Insurance | Yes |
| 2014: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-10-24 | Type of plan entity | Single employer plan |
| 2014-10-24 | Plan funding arrangement – Insurance | Yes |
| 2014-10-24 | Plan benefit arrangement – Insurance | Yes |
| 2013: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2013 form 5500 responses |
|---|
| 2013-10-24 | Type of plan entity | Single employer plan |
| 2013-10-24 | Submission has been amended | No |
| 2013-10-24 | This submission is the final filing | No |
| 2013-10-24 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-24 | Plan is a collectively bargained plan | No |
| 2013-10-24 | Plan funding arrangement – Insurance | Yes |
| 2013-10-24 | Plan benefit arrangement – Insurance | Yes |
| 2012: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-10-24 | Type of plan entity | Single employer plan |
| 2012-10-24 | Submission has been amended | No |
| 2012-10-24 | This submission is the final filing | No |
| 2012-10-24 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-24 | Plan is a collectively bargained plan | No |
| 2012-10-24 | Plan funding arrangement – Insurance | Yes |
| 2012-10-24 | Plan benefit arrangement – Insurance | Yes |
| 2011: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2011 form 5500 responses |
|---|
| 2011-10-24 | Type of plan entity | Single employer plan |
| 2011-10-24 | Submission has been amended | No |
| 2011-10-24 | This submission is the final filing | No |
| 2011-10-24 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-24 | Plan is a collectively bargained plan | No |
| 2011-10-24 | Plan funding arrangement – Insurance | Yes |
| 2011-10-24 | Plan benefit arrangement – Insurance | Yes |
| 2009: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2009 form 5500 responses |
|---|
| 2009-10-24 | Type of plan entity | Single employer plan |
| 2009-10-24 | Submission has been amended | Yes |
| 2009-10-24 | This submission is the final filing | No |
| 2009-10-24 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-24 | Plan is a collectively bargained plan | No |
| 2009-10-24 | Plan funding arrangement – Insurance | Yes |
| 2009-10-24 | Plan benefit arrangement – Insurance | Yes |
| 2008: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2008 form 5500 responses |
|---|
| 2008-10-24 | Type of plan entity | Single employer plan |
| 2008-10-24 | Submission has been amended | No |
| 2008-10-24 | This submission is the final filing | No |
| 2008-10-24 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-24 | Plan is a collectively bargained plan | No |
| 2007: EMPLOYEE BUSINESS TRAVEL INSURANCE PLAN 2007 form 5500 responses |
|---|
| 2007-10-24 | Type of plan entity | Single employer plan |
| 2007-10-24 | Submission has been amended | Yes |
| 2007-10-24 | This submission is the final filing | No |
| 2007-10-24 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-10-24 | Plan is a collectively bargained plan | No |
| 2007-10-24 | Plan funding arrangement – Insurance | Yes |
| 2007-10-24 | Plan benefit arrangement – Insurance | Yes |
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 9905-02-89 |
| Policy instance | 1 |
| Insurance contract or identification number | 9905-02-89 | | Number of Individuals Covered | 583 | | Insurance policy start date | 2015-10-23 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,936 | | Other welfare benefits provided | BTA | | Welfare Benefit Premiums Paid to Carrier | USD $6,455 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $968 | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99050289 |
| Policy instance | 1 |
| Insurance contract or identification number | 99050289 | | Number of Individuals Covered | 585 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,936 | | Total amount of fees paid to insurance company | USD $107 | | Other welfare benefits provided | BTA | | Welfare Benefit Premiums Paid to Carrier | USD $6,455 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $968 | | Amount paid for insurance broker fees | 107 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99050289 |
| Policy instance | 1 |
| Insurance contract or identification number | 99050289 | | Number of Individuals Covered | 507 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,936 | | Total amount of fees paid to insurance company | USD $26 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BTA | | 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 Carrier | USD $6,455 | | Commission paid to Insurance Broker | USD $968 | | Amount paid for insurance broker fees | 26 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99050289 |
| Policy instance | 1 |
| Insurance contract or identification number | 99050289 | | Number of Individuals Covered | 500 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,936 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BTA | | 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 Carrier | USD $6,455 | | Commission paid to Insurance Broker | USD $968 | | Insurance broker organization code? | 3 | | Insurance broker name | MMG AGENCY |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 99050289 |
| Policy instance | 1 |
| Insurance contract or identification number | 99050289 | | Number of Individuals Covered | 499 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $916 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BTA | | 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 Carrier | USD $2,965 |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 000099050289 |
| Policy instance | 1 |
| Insurance contract or identification number | 000099050289 | | Number of Individuals Covered | 527 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $426 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BTA | | 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 Carrier | USD $2,840 |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 000099050289 |
| Policy instance | 1 |
| Insurance contract or identification number | 000099050289 | | Number of Individuals Covered | 525 | | Insurance policy start date | 2008-11-18 | | Insurance policy end date | 2009-11-17 | | Total amount of commissions paid to insurance broker | USD $597 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BTA | | 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 Carrier | USD $3,980 |
|
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
| Policy contract number | 000099050289 |
| Policy instance | 2 |
| Insurance contract or identification number | 000099050289 | | Number of Individuals Covered | 547 | | Insurance policy start date | 2009-11-18 | | Insurance policy end date | 2009-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BTA | | 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 Carrier | USD $0 |
|
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