CARTER-HASTON REAL ESTATE SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about CARTER-HASTON REAL ESTATE SERVICES, INC.
Submission information for form 5500 for 401k plan 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 |
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2015: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-03-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
Total of all active and inactive participants | 2015-03-01 | 0 |
2014: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-03-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 201 |
Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 0 |
Total of all active and inactive participants | 2014-03-01 | 201 |
2013: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-03-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 196 |
Number of retired or separated participants receiving benefits | 2013-03-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 0 |
Total of all active and inactive participants | 2013-03-01 | 199 |
2012: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-03-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 162 |
Number of retired or separated participants receiving benefits | 2012-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 0 |
Total of all active and inactive participants | 2012-03-01 | 162 |
2011: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-03-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 146 |
Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 0 |
Total of all active and inactive participants | 2011-03-01 | 146 |
2009: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-03-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 142 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 0 |
Total of all active and inactive participants | 2009-03-01 | 142 |
Total participants | 2009-03-01 | 0 |
2008: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-03-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-03-01 | 119 |
Number of retired or separated participants receiving benefits | 2008-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-03-01 | 0 |
Total of all active and inactive participants | 2008-03-01 | 119 |
2007: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-03-01 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-03-01 | 120 |
Number of retired or separated participants receiving benefits | 2007-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-03-01 | 0 |
Total of all active and inactive participants | 2007-03-01 | 120 |
2006: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2006 401k membership |
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Total participants, beginning-of-year | 2006-03-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-03-01 | 142 |
Number of retired or separated participants receiving benefits | 2006-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-03-01 | 0 |
Total of all active and inactive participants | 2006-03-01 | 142 |
2005: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2005 401k membership |
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Total participants, beginning-of-year | 2005-03-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-03-01 | 153 |
Number of retired or separated participants receiving benefits | 2005-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2005-03-01 | 0 |
Total of all active and inactive participants | 2005-03-01 | 153 |
2004: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2004 401k membership |
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Total participants, beginning-of-year | 2004-03-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2004-03-01 | 157 |
Number of retired or separated participants receiving benefits | 2004-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2004-03-01 | 0 |
Total of all active and inactive participants | 2004-03-01 | 157 |
2015: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2015 form 5500 responses |
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2015-03-01 | Type of plan entity | Single employer plan |
2015-03-01 | Submission has been amended | No |
2015-03-01 | This submission is the final filing | Yes |
2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-03-01 | Plan is a collectively bargained plan | No |
2015-03-01 | Plan funding arrangement – Insurance | Yes |
2015-03-01 | Plan benefit arrangement – Insurance | Yes |
2014: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2014 form 5500 responses |
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2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Submission has been amended | No |
2014-03-01 | This submission is the final filing | No |
2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-03-01 | Plan is a collectively bargained plan | No |
2014-03-01 | Plan funding arrangement – Insurance | Yes |
2014-03-01 | Plan benefit arrangement – Insurance | Yes |
2013: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2013 form 5500 responses |
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2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Submission has been amended | No |
2013-03-01 | This submission is the final filing | No |
2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-03-01 | Plan is a collectively bargained plan | No |
2013-03-01 | Plan funding arrangement – Insurance | Yes |
2013-03-01 | Plan benefit arrangement – Insurance | Yes |
2012: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2012 form 5500 responses |
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2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Submission has been amended | No |
2012-03-01 | This submission is the final filing | No |
2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-03-01 | Plan is a collectively bargained plan | No |
2012-03-01 | Plan funding arrangement – Insurance | Yes |
2012-03-01 | Plan benefit arrangement – Insurance | Yes |
2011: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2011 form 5500 responses |
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2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Submission has been amended | No |
2011-03-01 | This submission is the final filing | No |
2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-03-01 | Plan is a collectively bargained plan | No |
2011-03-01 | Plan funding arrangement – Insurance | Yes |
2011-03-01 | Plan benefit arrangement – Insurance | Yes |
2009: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2009 form 5500 responses |
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2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Submission has been amended | No |
2009-03-01 | This submission is the final filing | No |
2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-03-01 | Plan is a collectively bargained plan | No |
2009-03-01 | Plan funding arrangement – Insurance | Yes |
2009-03-01 | Plan benefit arrangement – Insurance | Yes |
2008: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2008 form 5500 responses |
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2008-03-01 | Type of plan entity | Single employer plan |
2008-03-01 | Submission has been amended | No |
2008-03-01 | This submission is the final filing | No |
2008-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-03-01 | Plan is a collectively bargained plan | No |
2008-03-01 | Plan funding arrangement – Insurance | Yes |
2008-03-01 | Plan benefit arrangement – Insurance | Yes |
2007: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2007 form 5500 responses |
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2007-03-01 | Type of plan entity | Single employer plan |
2007-03-01 | Submission has been amended | No |
2007-03-01 | This submission is the final filing | No |
2007-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-03-01 | Plan is a collectively bargained plan | No |
2007-03-01 | Plan funding arrangement – Insurance | Yes |
2007-03-01 | Plan benefit arrangement – Insurance | Yes |
2006: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2006 form 5500 responses |
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2006-03-01 | Type of plan entity | Single employer plan |
2006-03-01 | Submission has been amended | No |
2006-03-01 | This submission is the final filing | No |
2006-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-03-01 | Plan is a collectively bargained plan | No |
2006-03-01 | Plan funding arrangement – Insurance | Yes |
2006-03-01 | Plan benefit arrangement – Insurance | Yes |
2005: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2005 form 5500 responses |
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2005-03-01 | Type of plan entity | Single employer plan |
2005-03-01 | Submission has been amended | No |
2005-03-01 | This submission is the final filing | No |
2005-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-03-01 | Plan is a collectively bargained plan | No |
2005-03-01 | Plan funding arrangement – Insurance | Yes |
2005-03-01 | Plan benefit arrangement – Insurance | Yes |
2004: CARTER-HASTON REAL ESTATE SERVICES, INC. GROUP DISABILITY PLAN 2004 form 5500 responses |
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2004-03-01 | Type of plan entity | Single employer plan |
2004-03-01 | First time form 5500 has been submitted | Yes |
2004-03-01 | Submission has been amended | No |
2004-03-01 | This submission is the final filing | No |
2004-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-03-01 | Plan is a collectively bargained plan | Yes |
2004-03-01 | Plan funding arrangement – Insurance | Yes |
2004-03-01 | Plan benefit arrangement – Insurance | Yes |
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05914165 |
Policy instance | 1 |
Insurance contract or identification number | TM05914165 | Number of Individuals Covered | 346 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $12,745 | Total amount of fees paid to insurance company | USD $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 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 | Yes | 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, 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 Carrier | USD $171,340 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,503 | Amount paid for insurance broker fees | 361 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 | Insurance broker name | ASSUREX AGENCY INC |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05914165 |
Policy instance | 1 |
Insurance contract or identification number | TM05914165 | Number of Individuals Covered | 350 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $9,548 | Total amount of fees paid to insurance company | USD $3,356 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $123,320 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,548 | Amount paid for insurance broker fees | 3356 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | CRICHTON-BRANDON JACKSON AND WARD |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 156 | Insurance policy start date | 2013-03-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,675 | Total amount of fees paid to insurance company | USD $506 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $61,342 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,675 | Amount paid for insurance broker fees | 506 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 | Insurance broker name | CRICHTON BRANDON JACKSON AND WARD |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05914165 |
Policy instance | 2 |
Insurance contract or identification number | TM05914165 | Number of Individuals Covered | 339 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $1,038 | Total amount of fees paid to insurance company | USD $250 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $9,518 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,038 | Amount paid for insurance broker fees | 250 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | CRICHTON-BRANDON JACKSON AND WARD |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 162 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $4,600 | Total amount of fees paid to insurance company | USD $450 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $59,969 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,600 | Amount paid for insurance broker fees | 450 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 | Insurance broker name | CRICHTON BRANDON JACKSON AND WARD |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 146 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-28 | Total amount of commissions paid to insurance broker | USD $4,573 | Total amount of fees paid to insurance company | USD $140 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $57,272 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 146 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $4,539 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $53,819 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 119 | Insurance policy start date | 2008-03-01 | Insurance policy end date | 2009-02-28 | Total amount of commissions paid to insurance broker | USD $4,223 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $44,455 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,223 | Insurance broker organization code? | 3 | Insurance broker name | BENEFIT ENROLLMENT SERVICES INC. |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 120 | Insurance policy start date | 2007-03-01 | Insurance policy end date | 2008-02-28 | Total amount of commissions paid to insurance broker | USD $4,123 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $42,462 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,123 | Insurance broker organization code? | 3 | Insurance broker name | BENEFIT ENROLLMENT SERVICES INC. |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 142 | Insurance policy start date | 2006-03-01 | Insurance policy end date | 2007-02-28 | Total amount of commissions paid to insurance broker | USD $4,388 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $47,753 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,388 | Insurance broker organization code? | 3 | Insurance broker name | SCHNEIDER BENEFITS |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 153 | Insurance policy start date | 2005-03-01 | Insurance policy end date | 2006-02-28 | Total amount of commissions paid to insurance broker | USD $4,323 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $46,458 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,323 | Insurance broker organization code? | 3 | Insurance broker name | SCHNEIDER BENEFITS |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 385089 |
Policy instance | 1 |
Insurance contract or identification number | 385089 | Number of Individuals Covered | 157 | Insurance policy start date | 2004-03-01 | Insurance policy end date | 2005-02-28 | Total amount of commissions paid to insurance broker | USD $4,194 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $43,881 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,194 | Insurance broker organization code? | 3 | Insurance broker name | SCHNEIDER BENEFITS |
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