401k Plan data: ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN plan

ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN 401k Plan overview

Plan Name	ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN
Plan identification number	502

ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

ROGERS, LOVELOCK & FRITZ, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROGERS, LOVELOCK & FRITZ, INC.

Employer identification number (EIN): 591873834

NAIC Classification: 541310
NAIC Description: Architectural Services

Additional information about ROGERS, LOVELOCK & FRITZ, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1978-12-13

Company Identification Number: 597263

Legal Registered Office Address: 4750 NEW BROAD STREET

ORLANDO

32814

More information about ROGERS, LOVELOCK & FRITZ, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2021-01-01

Plan Statistics for ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN

401k plan membership statisitcs for ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN

Measure Date Value
2021: ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0

Measure	Date	Value
2021: ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0

Form 5500 Responses for ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN

2021: ROGERS, LOVELOCK & FRITZ, INC. ANCILLARY BENEFITS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	First time form 5500 has been submitted	Yes
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

234317

Policy instance

Insurance contract or identification number	234317
Number of Individuals Covered	121
Insurance policy start date	2021-01-01
Insurance policy end date	2021-04-30
Total amount of commissions paid to insurance broker	USD $2,575
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
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 Carrier	USD $33,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,720
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

946035

Policy instance

Insurance contract or identification number	946035
Number of Individuals Covered	136
Insurance policy start date	2021-05-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $7,356
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
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 Carrier	USD $73,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,530
Insurance broker organization code?	3

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Company Name:	ROGERS, LOVELOCK & FRITZ, INC.
Employer identification number (EIN):	591873834
NAIC Classification:	541310
NAIC Description:	Architectural Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1978-12-13
Company Identification Number:	597263
Legal Registered Office Address:	4750 NEW BROAD STREET ORLANDO 32814