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MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 401k Plan overview

Plan NameMERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN
Plan identification number 501

MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

MERCHANTS FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:MERCHANTS FINANCIAL GROUP, INC.
Employer identification number (EIN):411504721
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-08-01
5012019-08-01
5012018-08-01
5012017-08-01ALBERTA A ROSBURG
5012016-08-01ALBERTA A ROSBURG
5012015-08-01ALBERTA A ROSBURG
5012014-08-01ALBERTA A ROSBURG
5012013-08-01ALBERTA A ROSBURG
5012012-08-01ALBERTA A ROSBURG
5012011-08-01ALBERTA A ROSBURG
5012009-08-01ALBERTA ROSBURG

Plan Statistics for MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN

401k plan membership statisitcs for MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN

Measure Date Value
2020: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01383
Total number of active participants reported on line 7a of the Form 55002020-08-010
Total of all active and inactive participants2020-08-010
2019: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01352
Total number of active participants reported on line 7a of the Form 55002019-08-01383
Total of all active and inactive participants2019-08-01383
2018: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01348
Total number of active participants reported on line 7a of the Form 55002018-08-01352
Total of all active and inactive participants2018-08-01352
2017: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01341
Total number of active participants reported on line 7a of the Form 55002017-08-01348
Total of all active and inactive participants2017-08-01348
2016: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01344
Total number of active participants reported on line 7a of the Form 55002016-08-01341
Total of all active and inactive participants2016-08-01341
2015: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01353
Total number of active participants reported on line 7a of the Form 55002015-08-01344
Total of all active and inactive participants2015-08-01344
2014: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01343
Total number of active participants reported on line 7a of the Form 55002014-08-01353
Total of all active and inactive participants2014-08-01353
2013: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01330
Total number of active participants reported on line 7a of the Form 55002013-08-01343
Total of all active and inactive participants2013-08-01343
2012: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01307
Total number of active participants reported on line 7a of the Form 55002012-08-01330
Total of all active and inactive participants2012-08-01330
2011: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01300
Total number of active participants reported on line 7a of the Form 55002011-08-01307
Total of all active and inactive participants2011-08-01307
Total participants2011-08-01307
2009: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01289
Total number of active participants reported on line 7a of the Form 55002009-08-01303
Total of all active and inactive participants2009-08-01303
Total participants2009-08-01303

Form 5500 Responses for MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN

2020: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01This submission is the final filingYes
2020-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2009: MERCHANTS FINANCIAL GROUP, INC. LONG TERM DISABILITY INCOME PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan 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 number000010061238
Policy instance 1
Insurance contract or identification number000010061238
Number of Individuals Covered383
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $10,996
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,996
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010061238
Policy instance 1
Insurance contract or identification number000010061238
Number of Individuals Covered352
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $9,757
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,757
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010061238
Policy instance 1
Insurance contract or identification number000010061238
Number of Individuals Covered348
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $9,304
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,304
Insurance broker organization code?3
Insurance broker nameWINONA AGENCY, INC.

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