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LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameLEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN
Plan identification number 501

LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

LEGACY TRADITIONAL SCHOOLS has sponsored the creation of one or more 401k plans.

Company Name:LEGACY TRADITIONAL SCHOOLS
Employer identification number (EIN):460641842
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-07-01DENISE ALYESHMERNI2024-11-14
5012022-07-01DENISE ALYESHMERNI2023-11-21
5012021-07-01DENISE ALYESHMERNI2023-03-16
5012020-07-01DENISE ALYESHMERNI2022-02-22
5012020-07-01DENISE ALYESHMERNI2022-03-02
5012019-07-01
5012017-07-01ALONZO WILLIAMS ALONZO WILLIAMS2019-01-29
5012016-07-01ALONZO WILLIAMS ALONZO WILLIAMS2018-01-31
5012015-07-01COREY KENNEDY COREY KENNEDY2017-01-26

Plan Statistics for LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN

Measure Date Value
2023: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-011,754
Total number of active participants reported on line 7a of the Form 55002023-07-011,776
Number of retired or separated participants receiving benefits2023-07-010
Number of other retired or separated participants entitled to future benefits2023-07-010
Total of all active and inactive participants2023-07-011,776
Number of employers contributing to the scheme2023-07-010
2022: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,803
Total number of active participants reported on line 7a of the Form 55002022-07-011,754
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-011,754
Number of employers contributing to the scheme2022-07-010
2021: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,775
Total number of active participants reported on line 7a of the Form 55002021-07-011,816
Number of retired or separated participants receiving benefits2021-07-015
Number of other retired or separated participants entitled to future benefits2021-07-01211
Total of all active and inactive participants2021-07-012,032
Number of employers contributing to the scheme2021-07-010
2020: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,755
Total number of active participants reported on line 7a of the Form 55002020-07-012,380
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-012,380
Number of employers contributing to the scheme2020-07-010
2019: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,341
Total number of active participants reported on line 7a of the Form 55002019-07-011,747
Number of retired or separated participants receiving benefits2019-07-0118
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011,765
2017: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01764
Total number of active participants reported on line 7a of the Form 55002017-07-011,074
Number of retired or separated participants receiving benefits2017-07-0111
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-011,085
2016: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01622
Total number of active participants reported on line 7a of the Form 55002016-07-01758
Number of retired or separated participants receiving benefits2016-07-016
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01764
2015: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01641
Total number of active participants reported on line 7a of the Form 55002015-07-01617
Number of retired or separated participants receiving benefits2015-07-015
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01622

Form 5500 Responses for LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN

2023: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan funding arrangement – General assets of the sponsorYes
2023-07-01Plan benefit arrangement – InsuranceYes
2023-07-01Plan benefit arrangement – General assets of the sponsorYes
2022: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2017: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
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 – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
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 – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE 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 – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number651941
Policy instance 4
Insurance contract or identification number651941
Number of Individuals Covered1966
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,241
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $489,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number60007300
Policy instance 3
Insurance contract or identification number60007300
Number of Individuals Covered349
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $34,627
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,650,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
CURALINC, LLC, D.B.A. CURALINC HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number1779
Policy instance 2
Insurance contract or identification number1779
Number of Individuals Covered2021
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $32,013
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number241484
Policy instance 1
Insurance contract or identification number241484
Number of Individuals Covered2141
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $681,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number241484
Policy instance 1
CURALINC HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract number1779
Policy instance 2
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number60007300
Policy instance 3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number651941
Policy instance 4
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number60007300
Policy instance 4
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number651941
Policy instance 5
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number350871
Policy instance 1
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10172331001
Policy instance 2
CURALINC HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract number1779
Policy instance 3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number651941
Policy instance 6
PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 )
Policy contract number652192
Policy instance 5
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number60007300
Policy instance 4
CURALINC HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract number1779
Policy instance 3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10172331001
Policy instance 2
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number350871
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number651941
Policy instance 1
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number31574
Policy instance 2
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10172331001
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00526892
Policy instance 4
CURALINC HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract number01779
Policy instance 5
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350871
Policy instance 6
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number002544
Policy instance 7
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number651942
Policy instance 8
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00626287
Policy instance 9
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350871
Policy instance 4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00526892
Policy instance 3
BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )
Policy contract number31574
Policy instance 2
MHN SERVICES (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number002544
Policy instance 1

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