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LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN 401k Plan overview

Plan NameLEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN
Plan identification number 504

LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

LEGACY EDUCATION ALLIANCE HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEGACY EDUCATION ALLIANCE HOLDINGS, INC.
Employer identification number (EIN):472784099
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042016-09-01LINDA POINSOT
5042015-09-01LINDA POINSOT
5042014-09-01CONSTANCE SCHWARBERG

Plan Statistics for LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN

401k plan membership statisitcs for LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN

Measure Date Value
2016: LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01103
Total number of active participants reported on line 7a of the Form 55002016-09-0189
Number of retired or separated participants receiving benefits2016-09-014
Number of other retired or separated participants entitled to future benefits2016-09-016
Total of all active and inactive participants2016-09-0199
2015: LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01119
Total number of active participants reported on line 7a of the Form 55002015-09-01129
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01129
2014: LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01115
Total number of active participants reported on line 7a of the Form 55002014-09-01119
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01119

Form 5500 Responses for LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN

2016: LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: LEGACY EDUCATION ALLIANCE HOLDINGS, INC. WELFARE BENEFITS - LIFE AND ADD INSURANCE PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number838255
Policy instance 1
Insurance contract or identification number838255
Number of Individuals Covered134
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $4,744
Total amount of fees paid to insurance companyUSD $184
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $46,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,744
Amount paid for insurance broker fees184
Additional information about fees paid to insurance broker2014/2015 PPP ENGAGEMENT CREDIT
Insurance broker organization code?3
Insurance broker nameWILLIS OF FLORIDA
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number838255
Policy instance 1
Insurance contract or identification number838255
Number of Individuals Covered148
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $4,487
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $48,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,487
Insurance broker organization code?3
Insurance broker nameWILLIS OF FLORIDA

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