401k Plan data: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN plan

STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 401k Plan overview

Plan Name	STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN
Plan identification number	502

STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

STEVEN DOUGLAS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVEN DOUGLAS ASSOCIATES, INC.

Employer identification number (EIN): 592322942

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about STEVEN DOUGLAS ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1983-09-01

Company Identification Number: G57817

Legal Registered Office Address: 1301 INTERNATIONAL PARKWAY

SUNRISE

33323

More information about STEVEN DOUGLAS ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2017-09-01 SYLVIA ALVAREZ
502 2016-09-01 SYLVIA ALVAREZ
502 2015-09-01 SYLVIA ALVAREZ
502 2014-09-01 MIA ROTTMAN
502 2013-09-01 MATT SHORE

Plan id#	Filing Submission Date	Name of Administrator
502	2017-09-01	SYLVIA ALVAREZ
502	2016-09-01	SYLVIA ALVAREZ
502	2015-09-01	SYLVIA ALVAREZ
502	2014-09-01	MIA ROTTMAN
502	2013-09-01	MATT SHORE

Plan Statistics for STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN

401k plan membership statisitcs for STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN

Measure Date Value
2017: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 143
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 158
Number of retired or separated participants receiving benefits 2017-09-01 10
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 168
2016: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 138
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 130
Number of retired or separated participants receiving benefits 2016-09-01 3
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 133
2015: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 138
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 141
Number of retired or separated participants receiving benefits 2015-09-01 2
Number of other retired or separated participants entitled to future benefits 2015-09-01 2
Total of all active and inactive participants 2015-09-01 145
2014: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 123
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 138
Number of retired or separated participants receiving benefits 2014-09-01 5
Number of other retired or separated participants entitled to future benefits 2014-09-01 16
Total of all active and inactive participants 2014-09-01 159
2013: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 100
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 123
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 123

Measure	Date	Value
2017: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	143
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	158
Number of retired or separated participants receiving benefits	2017-09-01	10
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	168
2016: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	138
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	130
Number of retired or separated participants receiving benefits	2016-09-01	3
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	133
2015: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	138
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	141
Number of retired or separated participants receiving benefits	2015-09-01	2
Number of other retired or separated participants entitled to future benefits	2015-09-01	2
Total of all active and inactive participants	2015-09-01	145
2014: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	123
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	138
Number of retired or separated participants receiving benefits	2014-09-01	5
Number of other retired or separated participants entitled to future benefits	2014-09-01	16
Total of all active and inactive participants	2014-09-01	159
2013: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	100
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	123
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	123

Form 5500 Responses for STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN

2017: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2016: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2015: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2014: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2013: STEVEN DOUGLAS ASSOCIATES EMPLOYEE BENEFITS PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	First time form 5500 has been submitted	Yes
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )

Policy contract number

65859

Policy instance

Insurance contract or identification number	65859
Number of Individuals Covered	146
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $76,116
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	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $76,116
Insurance broker organization code?	3
Insurance broker name	LAROCCA & ASSOC INC

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

98841561001

Policy instance

Insurance contract or identification number	98841561001
Number of Individuals Covered	211
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $1,098
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	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 $12,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,098
Insurance broker organization code?	3
Insurance broker name	LAROCCA & ASSSOCIATES, INC.

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00490665

Policy instance

Insurance contract or identification number	00490665
Number of Individuals Covered	211
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $20,131
Total amount of fees paid to insurance company	USD $6,606
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	Yes
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 $174,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,514
Amount paid for insurance broker fees	6606
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3
Insurance broker name	LAROCCA & ASSOCIATES INC.

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Company Name:	STEVEN DOUGLAS ASSOCIATES, INC.
Employer identification number (EIN):	592322942
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1983-09-01
Company Identification Number:	G57817
Legal Registered Office Address:	1301 INTERNATIONAL PARKWAY SUNRISE 33323