401k Plan data: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN plan

SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 401k Plan overview

Plan Name	SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN
Plan identification number	503

SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Long-term disability cover

401k Sponsoring company profile

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

Company Name: SOR, INC.

Employer identification number (EIN): 480891679

NAIC Classification: 334500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2011-12-01 CHARISSE KONRADY
503 2009-12-01 CHARISSE KONRADY
503 2007-12-01 CHARISSE KONRADY
503 2006-12-01 CHARISSE KONRADY
503 2005-12-01 CHARISSE KONRADY
503 2004-12-01 CHARISSE KONRADY
503 2003-12-01 CHARISSE KONRADY

Plan id#	Filing Submission Date	Name of Administrator
503	2011-12-01	CHARISSE KONRADY
503	2009-12-01	CHARISSE KONRADY
503	2007-12-01	CHARISSE KONRADY
503	2006-12-01	CHARISSE KONRADY
503	2005-12-01	CHARISSE KONRADY
503	2004-12-01	CHARISSE KONRADY
503	2003-12-01	CHARISSE KONRADY

Plan Statistics for SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN

401k plan membership statisitcs for SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN

Measure Date Value
2011: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 161
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 0
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 0
Total of all active and inactive participants 2011-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2009: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 187
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 165
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 0
Total of all active and inactive participants 2009-12-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 165
Number of participants with account balances 2009-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0
2007: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2007 401k membership
Total participants, beginning-of-year 2007-12-01 175
Total number of active participants reported on line 7a of the Form 5500 2007-12-01 190
Number of retired or separated participants receiving benefits 2007-12-01 0
Number of other retired or separated participants entitled to future benefits 2007-12-01 0
Total of all active and inactive participants 2007-12-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-12-01 0
Total participants 2007-12-01 190
Number of participants with account balances 2007-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-12-01 0
2006: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2006 401k membership
Total participants, beginning-of-year 2006-12-01 173
Total number of active participants reported on line 7a of the Form 5500 2006-12-01 175
Number of retired or separated participants receiving benefits 2006-12-01 0
Number of other retired or separated participants entitled to future benefits 2006-12-01 0
Total of all active and inactive participants 2006-12-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-12-01 0
Total participants 2006-12-01 175
Number of participants with account balances 2006-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-12-01 0
2005: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2005 401k membership
Total participants, beginning-of-year 2005-12-01 176
Total number of active participants reported on line 7a of the Form 5500 2005-12-01 173
Number of retired or separated participants receiving benefits 2005-12-01 0
Number of other retired or separated participants entitled to future benefits 2005-12-01 0
Total of all active and inactive participants 2005-12-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-12-01 0
Total participants 2005-12-01 173
Number of participants with account balances 2005-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-12-01 0
2004: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2004 401k membership
Total participants, beginning-of-year 2004-12-01 149
Total number of active participants reported on line 7a of the Form 5500 2004-12-01 176
Number of retired or separated participants receiving benefits 2004-12-01 0
Number of other retired or separated participants entitled to future benefits 2004-12-01 0
Total of all active and inactive participants 2004-12-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-12-01 0
Total participants 2004-12-01 176
Number of participants with account balances 2004-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-12-01 0
2003: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2003 401k membership
Total participants, beginning-of-year 2003-12-01 143
Total number of active participants reported on line 7a of the Form 5500 2003-12-01 149
Number of retired or separated participants receiving benefits 2003-12-01 0
Number of other retired or separated participants entitled to future benefits 2003-12-01 0
Total of all active and inactive participants 2003-12-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-12-01 0
Total participants 2003-12-01 149
Number of participants with account balances 2003-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-12-01 0

Measure	Date	Value
2011: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	161
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	0
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	0
Total of all active and inactive participants	2011-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2009: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	187
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	165
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	0
Total of all active and inactive participants	2009-12-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	165
Number of participants with account balances	2009-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0
2007: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2007 401k membership
Total participants, beginning-of-year	2007-12-01	175
Total number of active participants reported on line 7a of the Form 5500	2007-12-01	190
Number of retired or separated participants receiving benefits	2007-12-01	0
Number of other retired or separated participants entitled to future benefits	2007-12-01	0
Total of all active and inactive participants	2007-12-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-12-01	0
Total participants	2007-12-01	190
Number of participants with account balances	2007-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-12-01	0
2006: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2006 401k membership
Total participants, beginning-of-year	2006-12-01	173
Total number of active participants reported on line 7a of the Form 5500	2006-12-01	175
Number of retired or separated participants receiving benefits	2006-12-01	0
Number of other retired or separated participants entitled to future benefits	2006-12-01	0
Total of all active and inactive participants	2006-12-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-12-01	0
Total participants	2006-12-01	175
Number of participants with account balances	2006-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-12-01	0
2005: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2005 401k membership
Total participants, beginning-of-year	2005-12-01	176
Total number of active participants reported on line 7a of the Form 5500	2005-12-01	173
Number of retired or separated participants receiving benefits	2005-12-01	0
Number of other retired or separated participants entitled to future benefits	2005-12-01	0
Total of all active and inactive participants	2005-12-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-12-01	0
Total participants	2005-12-01	173
Number of participants with account balances	2005-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-12-01	0
2004: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2004 401k membership
Total participants, beginning-of-year	2004-12-01	149
Total number of active participants reported on line 7a of the Form 5500	2004-12-01	176
Number of retired or separated participants receiving benefits	2004-12-01	0
Number of other retired or separated participants entitled to future benefits	2004-12-01	0
Total of all active and inactive participants	2004-12-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-12-01	0
Total participants	2004-12-01	176
Number of participants with account balances	2004-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-12-01	0
2003: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2003 401k membership
Total participants, beginning-of-year	2003-12-01	143
Total number of active participants reported on line 7a of the Form 5500	2003-12-01	149
Number of retired or separated participants receiving benefits	2003-12-01	0
Number of other retired or separated participants entitled to future benefits	2003-12-01	0
Total of all active and inactive participants	2003-12-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-12-01	0
Total participants	2003-12-01	149
Number of participants with account balances	2003-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-12-01	0

Form 5500 Responses for SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN

2011: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	Yes
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Insurance	Yes
2011-12-01	Plan benefit arrangement – Insurance	Yes
2009: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Insurance	Yes
2009-12-01	Plan benefit arrangement – Insurance	Yes
2007: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2007 form 5500 responses
2007-12-01	Type of plan entity	Single employer plan
2007-12-01	Submission has been amended	No
2007-12-01	This submission is the final filing	No
2007-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-12-01	Plan is a collectively bargained plan	No
2007-12-01	Plan funding arrangement – Insurance	Yes
2007-12-01	Plan benefit arrangement – Insurance	Yes
2006: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2006 form 5500 responses
2006-12-01	Type of plan entity	Single employer plan
2006-12-01	Submission has been amended	No
2006-12-01	This submission is the final filing	No
2006-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-12-01	Plan is a collectively bargained plan	No
2006-12-01	Plan funding arrangement – Insurance	Yes
2006-12-01	Plan benefit arrangement – Insurance	Yes
2005: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2005 form 5500 responses
2005-12-01	Type of plan entity	Single employer plan
2005-12-01	Submission has been amended	No
2005-12-01	This submission is the final filing	No
2005-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-12-01	Plan is a collectively bargained plan	No
2005-12-01	Plan funding arrangement – Insurance	Yes
2005-12-01	Plan benefit arrangement – Insurance	Yes
2004: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2004 form 5500 responses
2004-12-01	Type of plan entity	Single employer plan
2004-12-01	Submission has been amended	No
2004-12-01	This submission is the final filing	No
2004-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-12-01	Plan is a collectively bargained plan	No
2004-12-01	Plan funding arrangement – Insurance	Yes
2004-12-01	Plan benefit arrangement – Insurance	Yes
2003: SOR INC GROUP ACCIDENT & SICKNESS DISABILITY INSURANCE PLAN 2003 form 5500 responses
2003-12-01	Type of plan entity	Single employer plan
2003-12-01	Submission has been amended	No
2003-12-01	This submission is the final filing	No
2003-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-12-01	Plan is a collectively bargained plan	No
2003-12-01	Plan funding arrangement – Insurance	Yes
2003-12-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	SOR, INC.
Employer identification number (EIN):	480891679
NAIC Classification:	334500