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MEETING EXPECTATIONS 401k Plan overview

Plan NameMEETING EXPECTATIONS
Plan identification number 596

MEETING EXPECTATIONS Benefits

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

401k Sponsoring company profile

MEETING EXPECTATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEETING EXPECTATIONS, INC.
Employer identification number (EIN):581985253
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEETING EXPECTATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5962017-03-01 PHYLLIS ABRAMS2018-03-23
5962017-03-01PHYLLIS ABRAMS
5962015-01-01PHYLLIS ABRAMS
5962014-01-01 PHYLLIS ABRAMS2016-05-05
5962014-01-01PHYLLIS ABRAMS

Plan Statistics for MEETING EXPECTATIONS

401k plan membership statisitcs for MEETING EXPECTATIONS

Measure Date Value
2017: MEETING EXPECTATIONS 2017 401k membership
Total participants, beginning-of-year2017-03-01112
Total number of active participants reported on line 7a of the Form 55002017-03-01112
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01112
Number of participants with account balances2017-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-010
Number of employers contributing to the scheme2017-03-011
2015: MEETING EXPECTATIONS 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Total of all active and inactive participants2015-01-01110
Total participants2015-01-01110
2014: MEETING EXPECTATIONS 2014 401k membership
Total participants, beginning-of-year2014-01-01102
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Total of all active and inactive participants2014-01-01110
Total participants2014-01-01110
Number of employers contributing to the scheme2014-01-011

Form 5500 Responses for MEETING EXPECTATIONS

2017: MEETING EXPECTATIONS 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01First time form 5500 has been submittedYes
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2015: MEETING EXPECTATIONS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MEETING EXPECTATIONS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000V3378
Policy instance 1
Insurance contract or identification number000V3378
Number of Individuals Covered112
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $19,784
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $101,792
Commission paid to Insurance BrokerUSD $19,784
Insurance broker nameJ SMITH LANIER

Potentially related plans

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