JAMES M PLEASANTS COMPANY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN
401k plan membership statisitcs for JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN
| Measure | Date | Value |
|---|
| 2022: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 179 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 184 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 184 |
| 2021: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 181 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 179 |
| Number of retired or separated participants receiving benefits | 2021-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-03-01 | 0 |
| Total of all active and inactive participants | 2021-03-01 | 179 |
| 2020: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-03-01 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 181 |
| Number of retired or separated participants receiving benefits | 2020-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-03-01 | 0 |
| Total of all active and inactive participants | 2020-03-01 | 181 |
| 2019: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 166 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 177 |
| Number of retired or separated participants receiving benefits | 2019-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-03-01 | 0 |
| Total of all active and inactive participants | 2019-03-01 | 177 |
| 2018: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 164 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 166 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 0 |
| Total of all active and inactive participants | 2018-03-01 | 166 |
| 2017: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 164 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 0 |
| Total of all active and inactive participants | 2017-03-01 | 164 |
| 2016: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 153 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
| Total of all active and inactive participants | 2016-03-01 | 153 |
| 2015: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 136 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
| Total of all active and inactive participants | 2015-03-01 | 136 |
| 2014: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 134 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 0 |
| Total of all active and inactive participants | 2014-03-01 | 134 |
| 2013: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 128 |
| Total of all active and inactive participants | 2013-03-01 | 128 |
| 2012: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 123 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 124 |
| Total of all active and inactive participants | 2012-03-01 | 124 |
| 2011: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 123 |
| Total of all active and inactive participants | 2011-03-01 | 123 |
| 2009: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 124 |
| Total of all active and inactive participants | 2009-03-01 | 124 |
| 2022: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-03-01 | Plan funding arrangement – Insurance | Yes |
| 2021-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Single employer plan |
| 2020-03-01 | Plan funding arrangement – Insurance | Yes |
| 2020-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Plan funding arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Plan funding arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Plan funding arrangement – Insurance | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Plan funding arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Plan funding arrangement – Insurance | Yes |
| 2014-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | Plan funding arrangement – Insurance | Yes |
| 2013-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Single employer plan |
| 2012-03-01 | Plan funding arrangement – Insurance | Yes |
| 2012-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Single employer plan |
| 2011-03-01 | Plan funding arrangement – Insurance | Yes |
| 2011-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: JAMES M PLEASANTS CO INC AD&D DISABILITY LIFE PLAN 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Single employer plan |
| 2009-03-01 | First time form 5500 has been submitted | Yes |
| 2009-03-01 | Plan funding arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 184 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $18,921 | | Total amount of fees paid to insurance company | USD $9,286 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $142,054 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,921 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 9286 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 179 | | Insurance policy start date | 2021-03-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $17,505 | | Total amount of fees paid to insurance company | USD $8,570 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $130,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,505 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 8570 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 181 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2021-02-28 | | Total amount of commissions paid to insurance broker | USD $19,321 | | Total amount of fees paid to insurance company | USD $7,868 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $144,537 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,321 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 7868 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 177 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-29 | | Total amount of commissions paid to insurance broker | USD $17,800 | | Total amount of fees paid to insurance company | USD $5,959 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $133,660 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,800 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 5959 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 166 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $16,080 | | Total amount of fees paid to insurance company | USD $7,101 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $121,637 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,080 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 7101 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 164 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $15,645 | | Total amount of fees paid to insurance company | USD $2,515 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $118,209 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,645 | | Amount paid for insurance broker fees | 2515 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 136 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $12,513 | | Total amount of fees paid to insurance company | USD $1,957 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $94,613 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,513 | | Amount paid for insurance broker fees | 1957 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 134 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of commissions paid to insurance broker | USD $11,638 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,268 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,071 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 128 | | Insurance policy start date | 2013-03-01 | | Insurance policy end date | 2014-02-28 | | Total amount of commissions paid to insurance broker | USD $10,655 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $81,412 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,655 | | Insurance broker organization code? | 3 | | Insurance broker name | SDM&R INC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 124 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-02-28 | | Total amount of commissions paid to insurance broker | USD $10,762 | | Total amount of fees paid to insurance company | USD $1,658 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $81,999 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,762 | | Amount paid for insurance broker fees | 1658 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | SDM&R INC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AIJW |
| Policy instance | 1 |
| Insurance contract or identification number | G000AIJW | | Number of Individuals Covered | 123 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-29 | | Total amount of commissions paid to insurance broker | USD $10,662 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $81,230 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G 00609420 |
| Policy instance | 1 |
| Insurance contract or identification number | G 00609420 | | Number of Individuals Covered | 124 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $8,742 | | Total amount of fees paid to insurance company | USD $1,495 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $76,998 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,742 | | Amount paid for insurance broker fees | 1495 | | Insurance broker organization code? | 3 | | Insurance broker name | SENN DUNN MARSH & ROLAND LLC |
|
