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HERITAGE BANK LIFE INSURANCE PLAN 401k Plan overview

Plan NameHERITAGE BANK LIFE INSURANCE PLAN
Plan identification number 504

HERITAGE BANK LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

HERITAGE BANK has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE BANK
Employer identification number (EIN):610229082
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE BANK LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042013-01-01MIKE WOOLFOLK
5042012-01-01MIKE WOOLFOLK
5042011-01-01MIKE WOOLFOLK
5042010-01-01MIKE WOOLFOLK
5042009-01-01MIKE WOOLFOLK

Plan Statistics for HERITAGE BANK LIFE INSURANCE PLAN

401k plan membership statisitcs for HERITAGE BANK LIFE INSURANCE PLAN

Measure Date Value
2013: HERITAGE BANK LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
2012: HERITAGE BANK LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01250
Total number of active participants reported on line 7a of the Form 55002012-01-01256
Total of all active and inactive participants2012-01-01256
2011: HERITAGE BANK LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01238
Total number of active participants reported on line 7a of the Form 55002011-01-01250
Total of all active and inactive participants2011-01-01250
2010: HERITAGE BANK LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01226
Total number of active participants reported on line 7a of the Form 55002010-01-01238
Total of all active and inactive participants2010-01-01238
2009: HERITAGE BANK LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01226
Total of all active and inactive participants2009-01-01226

Form 5500 Responses for HERITAGE BANK LIFE INSURANCE PLAN

2013: HERITAGE BANK LIFE INSURANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HERITAGE BANK LIFE INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HERITAGE BANK LIFE INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HERITAGE BANK LIFE INSURANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HERITAGE BANK LIFE INSURANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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