THE ALFRED AND ADELE DAVIS ACADEMY ,INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ALFRED AND ADELE DAVIS ACADEMY, INC.
401k plan membership statisitcs for THE ALFRED AND ADELE DAVIS ACADEMY, INC.
| Measure | Date | Value |
|---|
| 2020: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 189 |
| Total of all active and inactive participants | 2020-07-01 | 189 |
| Total participants | 2020-07-01 | 189 |
| 2019: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 144 |
| Total of all active and inactive participants | 2019-07-01 | 144 |
| Total participants | 2019-07-01 | 144 |
| Total participants, beginning-of-year | 2019-05-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 107 |
| Total of all active and inactive participants | 2019-05-01 | 107 |
| Total participants | 2019-05-01 | 107 |
| 2018: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 104 |
| Total of all active and inactive participants | 2018-05-01 | 104 |
| Total participants | 2018-05-01 | 104 |
| 2017: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 122 |
| Total of all active and inactive participants | 2017-05-01 | 122 |
| Total participants | 2017-05-01 | 122 |
| 2016: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 127 |
| Total of all active and inactive participants | 2016-05-01 | 127 |
| Total participants | 2016-05-01 | 127 |
| 2020: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | Yes |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | Yes |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: THE ALFRED AND ADELE DAVIS ACADEMY, INC. 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | First time form 5500 has been submitted | Yes |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
| Policy contract number | 839397 |
| Policy instance | 1 |
| Insurance contract or identification number | 839397 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $7,183 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $59,594 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,183 | | Insurance broker organization code? | 3 |
|
| HUMANA EMPLOYERS HEALTH PLAN OF GEORGIA, INC. (National Association of Insurance Commissioners NAIC id number: 95519 ) |
| Policy contract number | 839397 |
| Policy instance | 2 |
| Insurance contract or identification number | 839397 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $42,531 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $787,054 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,531 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0918365 |
| Policy instance | 1 |
| Insurance contract or identification number | 0918365 | | Number of Individuals Covered | 144 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $8,484 | | Total amount of fees paid to insurance company | USD $35,355 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $733,381 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,484 | | Amount paid for insurance broker fees | 35355 | | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0224263 |
| Policy instance | 1 |
| Insurance contract or identification number | 0224263 | | Number of Individuals Covered | 107 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $967 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $122,705 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $967 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0224263 |
| Policy instance | 1 |
| Insurance contract or identification number | 0224263 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $6,163 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $770,278 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,163 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0224263 |
| Policy instance | 1 |
| Insurance contract or identification number | 0224263 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $5,736 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $696,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,736 | | Insurance broker name | CBIZ BENEFITS & INSURANCE SVCS INC |
|
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