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MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 401k Plan overview

Plan NameMILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN
Plan identification number 503

MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

MILLIKIN UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:MILLIKIN UNIVERSITY
Employer identification number (EIN):370706154
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032017-07-01DIANE LANE DIANE LANE2018-11-15
5032017-07-01
5032016-07-01DIANE LANE
5032015-07-01DIANE LANE DIANE LANE2017-01-12
5032014-07-01DIANE LANE DIANE LANE2015-11-24
5032013-07-01DIANE LANE DIANE LANE2014-11-24
5032012-07-01DIANE LANE
5032011-07-01DIANE LANE
5032009-05-01DIANE LANE

Plan Statistics for MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN

401k plan membership statisitcs for MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN

Measure Date Value
2017: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01324
Total number of active participants reported on line 7a of the Form 55002017-07-01342
Total of all active and inactive participants2017-07-01342
Total participants2017-07-01342
2016: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0131
Total number of active participants reported on line 7a of the Form 55002016-07-01324
Total of all active and inactive participants2016-07-01324
Total participants2016-07-01324
2015: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01315
Total number of active participants reported on line 7a of the Form 55002015-07-01311
Total of all active and inactive participants2015-07-01311
Total participants2015-07-01311
2014: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01316
Total number of active participants reported on line 7a of the Form 55002014-07-01315
Total of all active and inactive participants2014-07-01315
Total participants2014-07-01315
2013: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01320
Total number of active participants reported on line 7a of the Form 55002013-07-01316
Total of all active and inactive participants2013-07-01316
Total participants2013-07-01316
2012: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01328
Total number of active participants reported on line 7a of the Form 55002012-07-01320
Total of all active and inactive participants2012-07-01320
Total participants2012-07-01320
2011: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01325
Total number of active participants reported on line 7a of the Form 55002011-07-01328
Number of retired or separated participants receiving benefits2011-07-010
Total of all active and inactive participants2011-07-01328
Total participants2011-07-01328
2009: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01337
Total number of active participants reported on line 7a of the Form 55002009-05-01321
Total of all active and inactive participants2009-05-01321
Total participants2009-05-01321

Form 5500 Responses for MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN

2017: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01First time form 5500 has been submittedYes
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01First time form 5500 has been submittedYes
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01First time form 5500 has been submittedYes
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01First time form 5500 has been submittedYes
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: MILLIKIN UNIVERSITY GROUP LIFE INSURANCE PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010230314
Policy instance 1
Insurance contract or identification number000010230314
Number of Individuals Covered342
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $7,195
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $26,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7195
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameSTEALTH BENEFIT SOLUTIONS LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001035796
Policy instance 1
Insurance contract or identification number00001035796
Number of Individuals Covered311
Insurance policy start date2015-07-07
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $3,295
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
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 $14,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,295
Insurance broker organization code?3
Insurance broker nameRSC INSURANCE BROKERAGE INC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number283891
Policy instance 2
Insurance contract or identification number283891
Number of Individuals Covered311
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $4,570
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $14,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,719
Insurance broker organization code?3
Insurance broker nameSTEALTH PARTNER GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010135796
Policy instance 1
Insurance contract or identification number000010135796
Number of Individuals Covered315
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $7,254
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $27,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $542
Insurance broker organization code?3
Amount paid for insurance broker fees1199
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker nameNORTHWEST COMPREHENSIVE INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010135796
Policy instance 1
Insurance contract or identification number000010135796
Number of Individuals Covered316
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $8,384
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $32,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,128
Amount paid for insurance broker fees1256
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameNORTHWEST COMPREHENSIVE INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010135796
Policy instance 1
Insurance contract or identification number000010135796
Number of Individuals Covered320
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $7,700
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,380
Amount paid for insurance broker fees1320
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameNOTHWEEST COMPREHENSIVE INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010135796
Policy instance 1
Insurance contract or identification number000010135796
Number of Individuals Covered328
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $7,803
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL144270
Policy instance 1
Insurance contract or identification numberGL144270
Number of Individuals Covered328
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,060
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010135796
Policy instance 2
Insurance contract or identification number000010135796
Number of Individuals Covered325
Insurance policy start date2011-01-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,071
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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