401k Plan data: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN plan

WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 401k Plan overview

Plan Name	WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN
Plan identification number	503

WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Dental

401k Sponsoring company profile

WELLINGTON INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: WELLINGTON INSURANCE SERVICES, INC.

Employer identification number (EIN): 452968825

NAIC Classification: 524290

Additional information about WELLINGTON INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-07-26

Company Identification Number: 0801457828

Legal Registered Office Address: PO BOX 483

WINSTON SALEM
United States of America (USA)
27102

More information about WELLINGTON INSURANCE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2020-07-01
503 2019-07-01
503 2018-07-01
503 2017-07-01 CAROLYN HYMAN
503 2017-05-01 ANN MARIE PRESSLEY-RAINES CAROLYN HYMAN 2017-09-29

Plan Statistics for WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN

401k plan membership statisitcs for WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN

Measure Date Value
2020: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 0
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 0
2019: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 117
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 110
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 111
2018: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 105
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 113
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 114
2017: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 111
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 106
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 106
Total participants, beginning-of-year 2017-05-01 107
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 107
Number of retired or separated participants receiving benefits 2017-05-01 0
Number of other retired or separated participants entitled to future benefits 2017-05-01 0
Total of all active and inactive participants 2017-05-01 107

Measure	Date	Value
2020: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	0
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	0
2019: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	117
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	110
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	111
2018: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	105
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	113
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	114
2017: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	111
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	106
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	106
Total participants, beginning-of-year	2017-05-01	107
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	107
Number of retired or separated participants receiving benefits	2017-05-01	0
Number of other retired or separated participants entitled to future benefits	2017-05-01	0
Total of all active and inactive participants	2017-05-01	107

Form 5500 Responses for WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN

2020: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	Yes
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN 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	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
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: WELLINGTON INSURANCE SERVICES, INC. GUARDIAN 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
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	First time form 5500 has been submitted	Yes
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00486334

Policy instance

Insurance contract or identification number	00486334
Number of Individuals Covered	120
Insurance policy start date	2020-07-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,911
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $49,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,911
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00486334

Policy instance

Insurance contract or identification number	00486334
Number of Individuals Covered	112
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $8,562
Total amount of fees paid to insurance company	USD $5,835
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $85,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,315
Amount paid for insurance broker fees	5835
Additional information about fees paid to insurance broker	FEES PAID
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00486334

Policy instance

Insurance contract or identification number	00486334
Number of Individuals Covered	114
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $8,883
Total amount of fees paid to insurance company	USD $5,091
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $88,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,883
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00486334

Policy instance

Insurance contract or identification number	00486334
Number of Individuals Covered	111
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $9,098
Total amount of fees paid to insurance company	USD $5,377
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $90,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,098
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	0
Insurance broker name	COMPENSATION STRATEGIES GROUP OF TX

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Company Name:	WELLINGTON INSURANCE SERVICES, INC.
Employer identification number (EIN):	452968825
NAIC Classification:	524290

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-07-26
Company Identification Number:	0801457828
Legal Registered Office Address:	PO BOX 483 WINSTON SALEM United States of America (USA) 27102