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SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 401k Plan overview

Plan NameSOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS
Plan identification number 501

SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

SOUTHERN JEWERLY TRAVELERS ASSOCIATION,INC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN JEWERLY TRAVELERS ASSOCIATION,INC
Employer identification number (EIN):580597209
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01MORGAN LAW2023-10-30
5012021-04-01MORGAN LAW2022-10-31
5012020-04-01MORGAN LAW2021-10-27
5012020-02-01MORGAN LAW2020-12-22
5012015-10-01CAROL YOUNG CAROL YOUNG2016-10-31
5012014-10-01CAROL YOUNG CAROL YOUNG2016-10-24
5012013-10-01CAROL YOUNG CAROL YOUNG2016-10-24
5012012-10-01CAROL YOUNG CAROL YOUNG2016-10-24
5012011-10-01CAROL YOUNG CAROL YOUNG2016-10-24
5012010-10-01CAROL YOUNG CAROL YOUNG2016-10-24
5012009-10-01CAROL YOUNG

Plan Statistics for SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS

401k plan membership statisitcs for SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS

Measure Date Value
2015: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2015 401k membership
Total participants, beginning-of-year2015-10-01430
Total number of active participants reported on line 7a of the Form 55002015-10-01429
Total of all active and inactive participants2015-10-01429
Total participants2015-10-01429
2014: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2014 401k membership
Total participants, beginning-of-year2014-10-01439
Total number of active participants reported on line 7a of the Form 55002014-10-01430
Total of all active and inactive participants2014-10-01430
Total participants2014-10-01430
2013: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2013 401k membership
Total participants, beginning-of-year2013-10-01469
Total number of active participants reported on line 7a of the Form 55002013-10-01439
Total of all active and inactive participants2013-10-01439
Total participants2013-10-01439
2012: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2012 401k membership
Total participants, beginning-of-year2012-10-01464
Total number of active participants reported on line 7a of the Form 55002012-10-01469
Total of all active and inactive participants2012-10-01469
Total participants2012-10-01469
2011: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2011 401k membership
Total participants, beginning-of-year2011-10-01496
Total number of active participants reported on line 7a of the Form 55002011-10-01464
Total of all active and inactive participants2011-10-01464
Total participants2011-10-01464
2010: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2010 401k membership
Total participants, beginning-of-year2010-10-01493
Total number of active participants reported on line 7a of the Form 55002010-10-01496
Total of all active and inactive participants2010-10-01496
Total participants2010-10-01496
2009: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2009 401k membership
Total participants, beginning-of-year2009-10-01553
Total number of active participants reported on line 7a of the Form 55002009-10-01506
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010

Form 5500 Responses for SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS

2015: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2010 form 5500 responses
2010-10-01Type of plan entityMulti-employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: SOUTHERN JEWELRY TRAVELERS ASSOCIATION,INC GROUP LIFE & AD&D FOR ASSOCIATION MEMBERS 2009 form 5500 responses
2009-10-01Type of plan entityMulitple employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608101
Policy instance 1
Insurance contract or identification number608101
Number of Individuals Covered429
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,412
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,412
Insurance broker organization code?3
Insurance broker nameJOHN M REED
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608101
Policy instance 1
Insurance contract or identification number608101
Number of Individuals Covered430
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,444
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,444
Insurance broker organization code?3
Insurance broker nameJOHN M REED
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608101
Policy instance 1
Insurance contract or identification number608101
Number of Individuals Covered439
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,380
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,380
Insurance broker nameJOHN M REED
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608101
Policy instance 1
Insurance contract or identification number608101
Number of Individuals Covered469
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,479
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,479
Insurance broker organization code?3
Insurance broker nameJOHN M REED
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608101
Policy instance 1
Insurance contract or identification number608101
Number of Individuals Covered464
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,547
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,547
Insurance broker organization code?3
Insurance broker nameJOHN M REED
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608101
Policy instance 1
Insurance contract or identification number608101
Number of Individuals Covered496
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,565
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,565
Insurance broker organization code?3
Insurance broker nameJOHN M REED

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