MATSON, DRISCOLL & DAMICO, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN
401k plan membership statisitcs for MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN
| Measure | Date | Value |
|---|
| 2018: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 222 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 0 |
| Total of all active and inactive participants | 2018-07-01 | 0 |
| 2017: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 221 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 222 |
| Total of all active and inactive participants | 2017-07-01 | 222 |
| 2016: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 221 |
| Total of all active and inactive participants | 2016-07-01 | 221 |
| Total participants | 2016-07-01 | 221 |
| 2015: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 244 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 227 |
| Total of all active and inactive participants | 2015-07-01 | 227 |
| Total participants | 2015-07-01 | 0 |
| 2014: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 223 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 244 |
| Total of all active and inactive participants | 2014-07-01 | 244 |
| Total participants | 2014-07-01 | 0 |
| 2012: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 220 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 220 |
| Total of all active and inactive participants | 2012-07-01 | 220 |
| Total participants | 2012-07-01 | 0 |
| 2011: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 208 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 220 |
| Total of all active and inactive participants | 2011-07-01 | 220 |
| Total participants | 2011-07-01 | 220 |
| 2009: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 206 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 203 |
| Total of all active and inactive participants | 2009-07-01 | 203 |
| Total participants | 2009-07-01 | 203 |
| 2018: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | Yes |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: MATSON DRISCOLL & DAMICO LLP GROUP LIFE & LTD PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05949954 |
| Policy instance | 1 |
| Insurance contract or identification number | KM05949954 | | Number of Individuals Covered | 601 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $16,776 | | Total amount of fees paid to insurance company | USD $2,738 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,783 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,776 | | Amount paid for insurance broker fees | 89 | | Additional information about fees paid to insurance broker | NON-MONETARY COMP | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 140865 |
| Policy instance | 1 |
| Insurance contract or identification number | 140865 | | Number of Individuals Covered | 227 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $20,215 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $84,145 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,215 | | Insurance broker organization code? | 3 | | Insurance broker name | AXION RMS, LTD |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KM05949954 |
| Policy instance | 2 |
| Insurance contract or identification number | KM05949954 | | Number of Individuals Covered | 588 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $13,959 | | Total amount of fees paid to insurance company | USD $985 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $87,891 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,959 | | Amount paid for insurance broker fees | 985 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMP | | Insurance broker organization code? | 3 | | Insurance broker name | AXION RMS LTD |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 140865 |
| Policy instance | 1 |
| Insurance contract or identification number | 140865 | | Number of Individuals Covered | 227 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $44,914 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $224,571 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $44,914 | | Insurance broker organization code? | 3 | | Insurance broker name | MID AMERICAN GROUP INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 140865 |
| Policy instance | 1 |
| Insurance contract or identification number | 140865 | | Number of Individuals Covered | 244 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $37,981 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $189,904 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,981 | | Insurance broker organization code? | 3 | | Insurance broker name | MID AMERICAN GROUP INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 140865 |
| Policy instance | 1 |
| Insurance contract or identification number | 140865 | | Number of Individuals Covered | 220 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $29,688 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $148,440 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 140865 |
| Policy instance | 1 |
| Insurance contract or identification number | 140865 | | Number of Individuals Covered | 220 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $29,688 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $148,440 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,688 | | Insurance broker organization code? | 3 | | Insurance broker name | MID AMERICAN GROUP INC. |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 140865 |
| Policy instance | 1 |
| Insurance contract or identification number | 140865 | | Number of Individuals Covered | 220 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2013-01-01 | | Total amount of commissions paid to insurance broker | USD $29,687 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $148,439 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 140865 |
| Policy instance | 1 |
| Insurance contract or identification number | 140865 | | Number of Individuals Covered | 208 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2011-01-01 | | Total amount of commissions paid to insurance broker | USD $27,358 | | Total amount of fees paid to insurance company | USD $2,052 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $136,791 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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