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FRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL 401k Plan overview

Plan NameFRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL
Plan identification number 508

FRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

FRIENDS SCHOOL OF BALTIMORE has sponsored the creation of one or more 401k plans.

Company Name:FRIENDS SCHOOL OF BALTIMORE
Employer identification number (EIN):520591602
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082020-07-01CHRISTOPHER CRESSWELL2022-03-09

Plan Statistics for FRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL

401k plan membership statisitcs for FRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL

Measure Date Value
2020: FRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL 2020 401k membership
Total participants, beginning-of-year2020-07-010
Total number of active participants reported on line 7a of the Form 55002020-07-01183
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 participants2020-07-01183

Form 5500 Responses for FRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL

2020: FRIENDS SCHOOL OF BALTIMORE LIFE AND DISABILITY PL 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01First time form 5500 has been submittedYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number933148
Policy instance 1
Insurance contract or identification number933148
Number of Individuals Covered183
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $25,245
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $107,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,245
Insurance broker organization code?3

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