401k Plan data: WELLFRAME, INC. plan

WELLFRAME, INC. 401k Plan overview

Plan Name	WELLFRAME, INC.
Plan identification number	501

WELLFRAME, INC. Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

WELLFRAME, INC. has sponsored the creation of one or more 401k plans.

Company Name: WELLFRAME, INC.

Employer identification number (EIN): 454144637

NAIC Classification: 519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLFRAME, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2020-07-01 NICOLE CURLEY 2022-02-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2020-07-01	NICOLE CURLEY	2022-02-11

Plan Statistics for WELLFRAME, INC.

401k plan membership statisitcs for WELLFRAME, INC.

Measure Date Value
2020: WELLFRAME, INC. 2020 401k membership
Total participants, beginning-of-year 2020-07-01 105
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 163
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 2020-07-01 163
Number of employers contributing to the scheme 2020-07-01 0

Measure	Date	Value
2020: WELLFRAME, INC. 2020 401k membership
Total participants, beginning-of-year	2020-07-01	105
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	163
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	163
Number of employers contributing to the scheme	2020-07-01	0

Form 5500 Responses for WELLFRAME, INC.

2020: WELLFRAME, INC. 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	First time form 5500 has been submitted	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

5959246

Policy instance

Insurance contract or identification number	5959246
Number of Individuals Covered	163
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $9,971
Total amount of fees paid to insurance company	USD $1,739
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $68,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,971
Amount paid for insurance broker fees	1739
Additional information about fees paid to insurance broker	SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION
Insurance broker organization code?	3

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Company Name:	WELLFRAME, INC.
Employer identification number (EIN):	454144637
NAIC Classification:	519100