LIFE-SPAN has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2018: LIFE SPAN 403(B) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 28 |
Total participants | 2018-01-01 | 28 |
2017: LIFE SPAN 403(B) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 29 |
Total participants | 2017-01-01 | 29 |
2016: LIFE SPAN 403(B) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17 |
Total of all active and inactive participants | 2016-01-01 | 48 |
Total participants | 2016-01-01 | 48 |
2015: LIFE SPAN 403(B) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 45 |
Total participants | 2015-01-01 | 45 |
Number of participants with account balances | 2015-01-01 | 30 |
2014: LIFE SPAN 403(B) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 15 |
Total of all active and inactive participants | 2014-01-01 | 45 |
Total participants | 2014-01-01 | 45 |
Number of participants with account balances | 2014-01-01 | 30 |
2013: LIFE SPAN 403(B) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 17 |
Total of all active and inactive participants | 2013-01-01 | 31 |
Total participants | 2013-01-01 | 31 |
Number of participants with account balances | 2013-01-01 | 31 |
2012: LIFE SPAN 403(B) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 28 |
Total participants | 2012-01-01 | 28 |
Number of participants with account balances | 2012-01-01 | 28 |
2011: LIFE SPAN 403(B) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 31 |
Total of all active and inactive participants | 2011-01-01 | 31 |
Total participants | 2011-01-01 | 31 |
Measure | Date | Value |
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2018 : LIFE SPAN 403(B) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $98,959 |
Expenses. Total of all expenses incurred | 2018-12-31 | $175,754 |
Benefits paid (including direct rollovers) | 2018-12-31 | $175,290 |
Total plan assets at end of year | 2018-12-31 | $789,410 |
Total plan assets at beginning of year | 2018-12-31 | $866,205 |
Total contributions received or receivable from participants | 2018-12-31 | $98,685 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $464 |
Other income received | 2018-12-31 | $-8,673 |
Net income (gross income less expenses) | 2018-12-31 | $-76,795 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $789,410 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $866,205 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $8,947 |
2017 : LIFE SPAN 403(B) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $151,200 |
Expenses. Total of all expenses incurred | 2017-12-31 | $84,460 |
Benefits paid (including direct rollovers) | 2017-12-31 | $84,383 |
Total plan assets at end of year | 2017-12-31 | $866,205 |
Total plan assets at beginning of year | 2017-12-31 | $799,465 |
Total contributions received or receivable from participants | 2017-12-31 | $87,616 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $77 |
Other income received | 2017-12-31 | $60,501 |
Net income (gross income less expenses) | 2017-12-31 | $66,740 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $866,205 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $799,465 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $3,083 |
2016 : LIFE SPAN 403(B) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $111,099 |
Expenses. Total of all expenses incurred | 2016-12-31 | $19,899 |
Benefits paid (including direct rollovers) | 2016-12-31 | $19,824 |
Total plan assets at end of year | 2016-12-31 | $799,465 |
Total plan assets at beginning of year | 2016-12-31 | $708,265 |
Total contributions received or receivable from participants | 2016-12-31 | $66,387 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $75 |
Other income received | 2016-12-31 | $39,712 |
Net income (gross income less expenses) | 2016-12-31 | $91,200 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $799,465 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $708,265 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $5,000 |
2015 : LIFE SPAN 403(B) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $72,588 |
Expenses. Total of all expenses incurred | 2015-12-31 | $107 |
Benefits paid (including direct rollovers) | 2015-12-31 | $107 |
Total plan assets at end of year | 2015-12-31 | $708,265 |
Total plan assets at beginning of year | 2015-12-31 | $635,784 |
Total contributions received or receivable from participants | 2015-12-31 | $63,820 |
Other income received | 2015-12-31 | $3,768 |
Net income (gross income less expenses) | 2015-12-31 | $72,481 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $708,265 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $635,784 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $5,000 |
2014 : LIFE SPAN 403(B) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $86,711 |
Expenses. Total of all expenses incurred | 2014-12-31 | $39,834 |
Benefits paid (including direct rollovers) | 2014-12-31 | $39,834 |
Total plan assets at end of year | 2014-12-31 | $635,784 |
Total plan assets at beginning of year | 2014-12-31 | $588,907 |
Total contributions received or receivable from participants | 2014-12-31 | $56,924 |
Other income received | 2014-12-31 | $24,787 |
Net income (gross income less expenses) | 2014-12-31 | $46,877 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $635,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $588,907 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $5,000 |
2013 : LIFE SPAN 403(B) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $67,130 |
Total income from all sources | 2013-12-31 | $141,565 |
Expenses. Total of all expenses incurred | 2013-12-31 | $19,990 |
Benefits paid (including direct rollovers) | 2013-12-31 | $19,990 |
Total plan assets at end of year | 2013-12-31 | $588,907 |
Total plan assets at beginning of year | 2013-12-31 | $400,202 |
Total contributions received or receivable from participants | 2013-12-31 | $56,048 |
Other income received | 2013-12-31 | $72,698 |
Net income (gross income less expenses) | 2013-12-31 | $121,575 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $588,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $400,202 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $12,819 |
2012 : LIFE SPAN 403(B) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $41,412 |
Expenses. Total of all expenses incurred | 2012-12-31 | $26,987 |
Benefits paid (including direct rollovers) | 2012-12-31 | $26,987 |
Total plan assets at end of year | 2012-12-31 | $400,202 |
Total plan assets at beginning of year | 2012-12-31 | $385,777 |
Total contributions received or receivable from participants | 2012-12-31 | $15,353 |
Other income received | 2012-12-31 | $26,059 |
Net income (gross income less expenses) | 2012-12-31 | $14,425 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $400,202 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $385,777 |
2011 : LIFE SPAN 403(B) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $22,800 |
Expenses. Total of all expenses incurred | 2011-12-31 | $42 |
Total plan assets at end of year | 2011-12-31 | $385,777 |
Total plan assets at beginning of year | 2011-12-31 | $363,019 |
Total contributions received or receivable from participants | 2011-12-31 | $33,010 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $42 |
Other income received | 2011-12-31 | $-10,210 |
Net income (gross income less expenses) | 2011-12-31 | $22,758 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $385,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $363,019 |
2010 : LIFE SPAN 403(B) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $-1,896 |
Total income from all sources | 2010-12-31 | $70,183 |
Expenses. Total of all expenses incurred | 2010-12-31 | $10,083 |
Total plan assets at end of year | 2010-12-31 | $363,019 |
Total plan assets at beginning of year | 2010-12-31 | $304,815 |
Total contributions received or receivable from participants | 2010-12-31 | $12,638 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $10,083 |
Other income received | 2010-12-31 | $57,545 |
Net income (gross income less expenses) | 2010-12-31 | $60,100 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $363,019 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $304,815 |
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 354-2189-00 |
Policy instance | 2 |
Insurance contract or identification number | 354-2189-00 | Insurance policy start date | 2017-11-01 | Insurance policy end date | 2018-11-01 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker organization code? | 3 |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 015174329 |
Policy instance | 1 |
Insurance contract or identification number | 015174329 | Number of Individuals Covered | 15 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 354-2189-00 |
Policy instance | 2 |
Insurance contract or identification number | 354-2189-00 | Insurance policy start date | 2016-11-01 | Insurance policy end date | 2017-11-01 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL LLC |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 015174329 |
Policy instance | 1 |
Insurance contract or identification number | 015174329 | Number of Individuals Covered | 19 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 354-2189-00 |
Policy instance | 2 |
Insurance contract or identification number | 354-2189-00 | Number of Individuals Covered | 24 | Insurance policy start date | 2014-11-01 | Insurance policy end date | 2015-11-01 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL LLC |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 015174329 |
Policy instance | 1 |
Insurance contract or identification number | 015174329 | Number of Individuals Covered | 23 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 015174329 |
Policy instance | 1 |
Insurance contract or identification number | 015174329 | Number of Individuals Covered | 23 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 354-2189-00 |
Policy instance | 2 |
Insurance contract or identification number | 354-2189-00 | Number of Individuals Covered | 24 | Insurance policy start date | 2013-11-01 | Insurance policy end date | 2014-11-01 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL LLC |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 354-2189-00 |
Policy instance | 2 |
Insurance contract or identification number | 354-2189-00 | Number of Individuals Covered | 23 | Insurance policy start date | 2002-11-01 | Insurance policy end date | 2013-11-01 | 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 name | LPL FINANCIAL LLC |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 015174329 |
Policy instance | 1 |
Insurance contract or identification number | 015174329 | Number of Individuals Covered | 26 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 015174329 |
Policy instance | 1 |
Insurance contract or identification number | 015174329 | Number of Individuals Covered | 28 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 015174329 |
Policy instance | 1 |
Insurance contract or identification number | 015174329 | Number of Individuals Covered | 31 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,506 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
Policy contract number | 354-2189-00 |
Policy instance | 2 |
Insurance contract or identification number | 354-2189-00 | Number of Individuals Covered | 25 | Insurance policy start date | 2009-11-01 | Insurance policy end date | 2010-11-01 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 015174329 |
Policy instance | 1 |
Insurance contract or identification number | 015174329 | Number of Individuals Covered | 30 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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