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WALTERS, BALIDO & CRAIN L.L.P. 401k Plan overview

Plan NameWALTERS, BALIDO & CRAIN L.L.P.
Plan identification number 502

WALTERS, BALIDO & CRAIN L.L.P. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

WALTERS, BALIDO, & CRAIN L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:WALTERS, BALIDO, & CRAIN L.L.P.
Employer identification number (EIN):611497895
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTERS, BALIDO & CRAIN L.L.P.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022018-01-01
5022018-01-01

Plan Statistics for WALTERS, BALIDO & CRAIN L.L.P.

401k plan membership statisitcs for WALTERS, BALIDO & CRAIN L.L.P.

Measure Date Value
2018: WALTERS, BALIDO & CRAIN L.L.P. 2018 401k membership
Total participants, beginning-of-year2018-01-01111
Total number of active participants reported on line 7a of the Form 55002018-01-01128
Total of all active and inactive participants2018-01-01128
Total participants2018-01-01128

Form 5500 Responses for WALTERS, BALIDO & CRAIN L.L.P.

2018: WALTERS, BALIDO & CRAIN L.L.P. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number661862
Policy instance 1
Insurance contract or identification number661862
Number of Individuals Covered128
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,106
Total amount of fees paid to insurance companyUSD $1,175
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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,256
Amount paid for insurance broker fees1072
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3

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