PHILLIPS PROGRAMS LIFE INSURANCE PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN
| Measure | Date | Value |
|---|
| 2022: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-09-01 | 453 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 453 |
| Total of all active and inactive participants | 2022-09-01 | 453 |
| 2021: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-09-01 | 310 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 453 |
| Total of all active and inactive participants | 2021-09-01 | 453 |
| 2020: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 318 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 310 |
| Total of all active and inactive participants | 2020-09-01 | 310 |
| 2019: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 310 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 318 |
| Total of all active and inactive participants | 2019-09-01 | 318 |
| 2018: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 337 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 310 |
| Total of all active and inactive participants | 2018-09-01 | 310 |
| 2017: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 312 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 337 |
| Total of all active and inactive participants | 2017-09-01 | 337 |
| 2016: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 212 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 312 |
| Total of all active and inactive participants | 2016-09-01 | 312 |
| 2015: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 212 |
| Total of all active and inactive participants | 2015-09-01 | 212 |
| 2014: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 186 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 196 |
| Total of all active and inactive participants | 2014-09-01 | 196 |
| 2013: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 194 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 186 |
| Total of all active and inactive participants | 2013-09-01 | 186 |
| 2012: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 178 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 194 |
| Total of all active and inactive participants | 2012-09-01 | 194 |
| 2011: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 175 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 178 |
| Total of all active and inactive participants | 2011-09-01 | 178 |
| 2010: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-09-01 | 174 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 175 |
| Total of all active and inactive participants | 2010-09-01 | 175 |
| 2009: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 201 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 174 |
| Total of all active and inactive participants | 2009-09-01 | 174 |
| 2022: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-09-01 | Plan funding arrangement – Insurance | Yes |
| 2022-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | Plan funding arrangement – Insurance | Yes |
| 2021-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Plan funding arrangement – Insurance | Yes |
| 2020-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Plan funding arrangement – Insurance | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2010 form 5500 responses |
|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2010-09-01 | Submission has been amended | Yes |
| 2010-09-01 | Plan funding arrangement – Insurance | Yes |
| 2010-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | IZVE |
| Policy instance | 1 |
| Insurance contract or identification number | IZVE | | Number of Individuals Covered | 453 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $7,567 | | Total amount of fees paid to insurance company | USD $85,645 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,232,321 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,567 | | Amount paid for insurance broker fees | 72595 | | Additional information about fees paid to insurance broker | PRODUCER SERVICE FEE AND PERSISTENCY BONUS | | Insurance broker organization code? | 3 |
|
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | IZVE |
| Policy instance | 1 |
| Insurance contract or identification number | IZVE | | Number of Individuals Covered | 453 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $7,567 | | Total amount of fees paid to insurance company | USD $85,645 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,232,321 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,567 | | Amount paid for insurance broker fees | 72595 | | Additional information about fees paid to insurance broker | PRODUCER SERVICE FEE AND PERSISTENCY BONUS | | Insurance broker organization code? | 3 |
|
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | IZVE |
| Policy instance | 1 |
| Insurance contract or identification number | IZVE | | Number of Individuals Covered | 310 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $6,325 | | Total amount of fees paid to insurance company | USD $55,593 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,043,889 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,325 | | Amount paid for insurance broker fees | 41652 | | Insurance broker organization code? | 5 |
|
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | IZVE |
| Policy instance | 1 |
| Insurance contract or identification number | IZVE | | Number of Individuals Covered | 318 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $7,654 | | Total amount of fees paid to insurance company | USD $79,634 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,118,309 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,654 | | Amount paid for insurance broker fees | 63424 | | Insurance broker organization code? | 5 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5941796 |
| Policy instance | 1 |
| Insurance contract or identification number | 5941796 | | Number of Individuals Covered | 310 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $7,283 | | Total amount of fees paid to insurance company | USD $74,667 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,110,630 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,283 | | Amount paid for insurance broker fees | 61788 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5941796 |
| Policy instance | 1 |
| Insurance contract or identification number | 5941796 | | Number of Individuals Covered | 337 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,152 | | Total amount of fees paid to insurance company | USD $3,092 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,494 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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