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CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 401k Plan overview

Plan NameCARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN
Plan identification number 503

CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN Benefits

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

401k Sponsoring company profile

CARTER-HASTON REAL ESTATE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CARTER-HASTON REAL ESTATE SERVICES, INC.
Employer identification number (EIN):621345197
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about CARTER-HASTON REAL ESTATE SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-05-06
Company Identification Number: 0801985321
Legal Registered Office Address: 1005 17TH AVE S STE 700

NASHVILLE
United States of America (USA)
37212

More information about CARTER-HASTON REAL ESTATE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032015-03-01EVA CONLEY
5032015-03-01EVA W. CONLEY
5032014-03-01SUSIE CONLEY SUSIE CONLEY2015-11-04
5032013-03-01EVA WHITE EVA WHITE2014-10-20
5032012-03-01EVA WHITE EVA WHITE2013-10-09
5032011-03-01EVA WHITE EVA WHITE2013-10-09
5032009-03-01EVA WHITE EVA WHITE2013-10-09
5032008-03-01EVA WHITE EVA WHITE2013-10-09
5032007-03-01EVA WHITE EVA WHITE2013-10-09
5032006-03-01EVA WHITE EVA WHITE2013-10-09
5032005-03-01EVA WHITE EVA WHITE2013-10-09
5032004-03-01EVA WHITE EVA WHITE2013-10-09

Plan Statistics for CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN

401k plan membership statisitcs for CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN

Measure Date Value
2015: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01201
Total number of active participants reported on line 7a of the Form 55002015-03-010
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-010
2014: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01152
Total number of active participants reported on line 7a of the Form 55002014-03-01201
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-01201
2013: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01162
Total number of active participants reported on line 7a of the Form 55002013-03-01196
Number of retired or separated participants receiving benefits2013-03-013
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-01199
2012: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01146
Total number of active participants reported on line 7a of the Form 55002012-03-01162
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-01162
2011: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01146
Total number of active participants reported on line 7a of the Form 55002011-03-01146
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-01146
2009: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01119
Total number of active participants reported on line 7a of the Form 55002009-03-01142
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-01142
Total participants2009-03-010
2008: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-03-01120
Total number of active participants reported on line 7a of the Form 55002008-03-01119
Number of retired or separated participants receiving benefits2008-03-010
Number of other retired or separated participants entitled to future benefits2008-03-010
Total of all active and inactive participants2008-03-01119
2007: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2007 401k membership
Total participants, beginning-of-year2007-03-01142
Total number of active participants reported on line 7a of the Form 55002007-03-01120
Number of retired or separated participants receiving benefits2007-03-010
Number of other retired or separated participants entitled to future benefits2007-03-010
Total of all active and inactive participants2007-03-01120
2006: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2006 401k membership
Total participants, beginning-of-year2006-03-01153
Total number of active participants reported on line 7a of the Form 55002006-03-01142
Number of retired or separated participants receiving benefits2006-03-010
Number of other retired or separated participants entitled to future benefits2006-03-010
Total of all active and inactive participants2006-03-01142
2005: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2005 401k membership
Total participants, beginning-of-year2005-03-01157
Total number of active participants reported on line 7a of the Form 55002005-03-01153
Number of retired or separated participants receiving benefits2005-03-010
Number of other retired or separated participants entitled to future benefits2005-03-010
Total of all active and inactive participants2005-03-01153
2004: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2004 401k membership
Total participants, beginning-of-year2004-03-01157
Total number of active participants reported on line 7a of the Form 55002004-03-01157
Number of retired or separated participants receiving benefits2004-03-010
Number of other retired or separated participants entitled to future benefits2004-03-010
Total of all active and inactive participants2004-03-01157

Form 5500 Responses for CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN

2015: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingYes
2015-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2009: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes
2008: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2008 form 5500 responses
2008-03-01Type of plan entitySingle employer plan
2008-03-01Submission has been amendedNo
2008-03-01This submission is the final filingNo
2008-03-01This return/report is a short plan year return/report (less than 12 months)No
2008-03-01Plan is a collectively bargained planNo
2008-03-01Plan funding arrangement – InsuranceYes
2008-03-01Plan benefit arrangement – InsuranceYes
2007: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2007 form 5500 responses
2007-03-01Type of plan entitySingle employer plan
2007-03-01Submission has been amendedNo
2007-03-01This submission is the final filingNo
2007-03-01This return/report is a short plan year return/report (less than 12 months)No
2007-03-01Plan is a collectively bargained planNo
2007-03-01Plan funding arrangement – InsuranceYes
2007-03-01Plan benefit arrangement – InsuranceYes
2006: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2006 form 5500 responses
2006-03-01Type of plan entitySingle employer plan
2006-03-01Submission has been amendedNo
2006-03-01This submission is the final filingNo
2006-03-01This return/report is a short plan year return/report (less than 12 months)No
2006-03-01Plan is a collectively bargained planNo
2006-03-01Plan funding arrangement – InsuranceYes
2006-03-01Plan benefit arrangement – InsuranceYes
2005: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2005 form 5500 responses
2005-03-01Type of plan entitySingle employer plan
2005-03-01Submission has been amendedNo
2005-03-01This submission is the final filingNo
2005-03-01This return/report is a short plan year return/report (less than 12 months)No
2005-03-01Plan is a collectively bargained planNo
2005-03-01Plan funding arrangement – InsuranceYes
2005-03-01Plan benefit arrangement – InsuranceYes
2004: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2004 form 5500 responses
2004-03-01Type of plan entitySingle employer plan
2004-03-01First time form 5500 has been submittedYes
2004-03-01Submission has been amendedNo
2004-03-01This submission is the final filingNo
2004-03-01This return/report is a short plan year return/report (less than 12 months)No
2004-03-01Plan is a collectively bargained planYes
2004-03-01Plan funding arrangement – InsuranceYes
2004-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05914165
Policy instance 1
Insurance contract or identification numberTM05914165
Number of Individuals Covered346
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,745
Total amount of fees paid to insurance companyUSD $361
Are there contracts with allocated funds for individual policies?No
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
Other welfare benefits providedAD&D, SUPPLEMENTAL AND DEPENDENT LIFE AND 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 CarrierUSD $171,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,503
Amount paid for insurance broker fees361
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameASSUREX AGENCY INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05914165
Policy instance 1
Insurance contract or identification numberTM05914165
Number of Individuals Covered350
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $9,548
Total amount of fees paid to insurance companyUSD $3,356
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $123,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,548
Amount paid for insurance broker fees3356
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameCRICHTON-BRANDON JACKSON AND WARD
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered156
Insurance policy start date2013-03-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,675
Total amount of fees paid to insurance companyUSD $506
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,342
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,675
Amount paid for insurance broker fees506
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameCRICHTON BRANDON JACKSON AND WARD
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05914165
Policy instance 2
Insurance contract or identification numberTM05914165
Number of Individuals Covered339
Insurance policy start date2014-01-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $1,038
Total amount of fees paid to insurance companyUSD $250
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,038
Amount paid for insurance broker fees250
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameCRICHTON-BRANDON JACKSON AND WARD
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered162
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $4,600
Total amount of fees paid to insurance companyUSD $450
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,600
Amount paid for insurance broker fees450
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameCRICHTON BRANDON JACKSON AND WARD
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered146
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $4,573
Total amount of fees paid to insurance companyUSD $140
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered146
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $4,539
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered119
Insurance policy start date2008-03-01
Insurance policy end date2009-02-28
Total amount of commissions paid to insurance brokerUSD $4,223
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,223
Insurance broker organization code?3
Insurance broker nameBENEFIT ENROLLMENT SERVICES INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered120
Insurance policy start date2007-03-01
Insurance policy end date2008-02-28
Total amount of commissions paid to insurance brokerUSD $4,123
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,462
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,123
Insurance broker organization code?3
Insurance broker nameBENEFIT ENROLLMENT SERVICES INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered142
Insurance policy start date2006-03-01
Insurance policy end date2007-02-28
Total amount of commissions paid to insurance brokerUSD $4,388
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,388
Insurance broker organization code?3
Insurance broker nameSCHNEIDER BENEFITS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered153
Insurance policy start date2005-03-01
Insurance policy end date2006-02-28
Total amount of commissions paid to insurance brokerUSD $4,323
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,323
Insurance broker organization code?3
Insurance broker nameSCHNEIDER BENEFITS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number385089
Policy instance 1
Insurance contract or identification number385089
Number of Individuals Covered157
Insurance policy start date2004-03-01
Insurance policy end date2005-02-28
Total amount of commissions paid to insurance brokerUSD $4,194
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,194
Insurance broker organization code?3
Insurance broker nameSCHNEIDER BENEFITS

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