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ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 401k Plan overview

Plan NameASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN
Plan identification number 502

ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

ASSOCIATED AGENCIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED AGENCIES, INC.
Employer identification number (EIN):362709020
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about ASSOCIATED AGENCIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-06-01
Company Identification Number: M83375
Legal Registered Office Address: 1010 EAST ADAMS STREET

JACKSONVILLE

32202

More information about ASSOCIATED AGENCIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022017-01-01JOHN TURNER
5022016-09-08CAROL J. ULASY
5022015-09-08CAROL J. ULASY
5022014-09-08CAROL J. ULASY

Plan Statistics for ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN

401k plan membership statisitcs for ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN

Measure Date Value
2017: ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01103
Total number of active participants reported on line 7a of the Form 55002017-01-01106
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 participants2017-01-01106
2016: ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-08101
Total number of active participants reported on line 7a of the Form 55002016-09-08103
Number of retired or separated participants receiving benefits2016-09-080
Number of other retired or separated participants entitled to future benefits2016-09-080
Total of all active and inactive participants2016-09-08103
2015: ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-08108
Total number of active participants reported on line 7a of the Form 55002015-09-08101
Number of retired or separated participants receiving benefits2015-09-080
Number of other retired or separated participants entitled to future benefits2015-09-080
Total of all active and inactive participants2015-09-08101
2014: ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-08103
Total number of active participants reported on line 7a of the Form 55002014-09-08108
Number of retired or separated participants receiving benefits2014-09-080
Number of other retired or separated participants entitled to future benefits2014-09-080
Total of all active and inactive participants2014-09-08108

Form 5500 Responses for ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN

2017: ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 2016 form 5500 responses
2016-09-08Type of plan entitySingle employer plan
2016-09-08Submission has been amendedNo
2016-09-08This submission is the final filingNo
2016-09-08This return/report is a short plan year return/report (less than 12 months)Yes
2016-09-08Plan is a collectively bargained planNo
2016-09-08Plan funding arrangement – InsuranceYes
2016-09-08Plan benefit arrangement – InsuranceYes
2015: ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 2015 form 5500 responses
2015-09-08Type of plan entitySingle employer plan
2015-09-08Submission has been amendedNo
2015-09-08This submission is the final filingNo
2015-09-08This return/report is a short plan year return/report (less than 12 months)No
2015-09-08Plan is a collectively bargained planNo
2015-09-08Plan funding arrangement – InsuranceYes
2015-09-08Plan benefit arrangement – InsuranceYes
2014: ASSOCIATED AGENCIES, INC. BUSINESS TRAVEL ACCIDENT PLAN 2014 form 5500 responses
2014-09-08Type of plan entitySingle employer plan
2014-09-08First time form 5500 has been submittedYes
2014-09-08Submission has been amendedNo
2014-09-08This submission is the final filingNo
2014-09-08This return/report is a short plan year return/report (less than 12 months)No
2014-09-08Plan is a collectively bargained planNo
2014-09-08Plan funding arrangement – InsuranceYes
2014-09-08Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL960948
Policy instance 1
Insurance contract or identification numberABL960948
Number of Individuals Covered106
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $36
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $263
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
Insurance broker nameASSOCIATED AGENCIES, INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL960948
Policy instance 1
Insurance contract or identification numberABL960948
Number of Individuals Covered101
Insurance policy start date2015-09-08
Insurance policy end date2016-09-07
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $31
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 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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $263
Amount paid for insurance broker fees31
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
Insurance broker nameASSOCIATED AGENCIES, INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL960948
Policy instance 1
Insurance contract or identification numberABL960948
Number of Individuals Covered108
Insurance policy start date2014-09-08
Insurance policy end date2015-09-07
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $31
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 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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $1,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $263
Amount paid for insurance broker fees31
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
Insurance broker nameASSOCIATED AGENCIES, INC

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