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BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 401k Plan overview

Plan NameBREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN
Plan identification number 503

BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE 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

BREAZEALE, SACHSE & WILSON LLP has sponsored the creation of one or more 401k plans.

Company Name:BREAZEALE, SACHSE & WILSON LLP
Employer identification number (EIN):720442889
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-11-01LEANNA MCGEE2024-04-25
5032021-11-01LEANNA MCGEE2023-05-01
5032020-11-01
5032019-11-01
5032017-11-01JOHN MOORE
5032016-11-01JOHN MOORE
5032015-11-01LEANNA MCGEE
5032014-11-01JOHN MOORE
5032013-11-01JOHN MOORE
5032012-11-01JOHN MOORE
5032011-11-01JOHN MOORE
5032010-11-01JOHN MOORE
5032006-09-01JOHN MOORE
5032004-09-01JOHN MOORE
5032003-09-01JOHN MOORE
5032002-09-01JOHN MOORE
5032001-09-01JOHN MOORE

Plan Statistics for BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN

401k plan membership statisitcs for BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN

Measure Date Value
2022: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-11-01129
Total number of active participants reported on line 7a of the Form 55002022-11-01123
Number of retired or separated participants receiving benefits2022-11-014
Number of other retired or separated participants entitled to future benefits2022-11-010
Total of all active and inactive participants2022-11-01127
2021: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01127
Total number of active participants reported on line 7a of the Form 55002021-11-01129
Number of retired or separated participants receiving benefits2021-11-014
Number of other retired or separated participants entitled to future benefits2021-11-010
Total of all active and inactive participants2021-11-01133
2020: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01127
Total number of active participants reported on line 7a of the Form 55002020-11-01129
Number of retired or separated participants receiving benefits2020-11-014
Number of other retired or separated participants entitled to future benefits2020-11-010
Total of all active and inactive participants2020-11-01133
2019: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01126
Total number of active participants reported on line 7a of the Form 55002019-11-01123
Number of retired or separated participants receiving benefits2019-11-014
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-01127
2017: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01129
Total number of active participants reported on line 7a of the Form 55002017-11-01124
Number of retired or separated participants receiving benefits2017-11-014
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-01128
2016: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01130
Total number of active participants reported on line 7a of the Form 55002016-11-01124
Number of retired or separated participants receiving benefits2016-11-014
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-01128
2015: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01133
Total number of active participants reported on line 7a of the Form 55002015-11-01126
Number of retired or separated participants receiving benefits2015-11-013
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-01129
2014: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01134
Total number of active participants reported on line 7a of the Form 55002014-11-01129
Number of retired or separated participants receiving benefits2014-11-013
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-01132
2013: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01139
Total number of active participants reported on line 7a of the Form 55002013-11-01131
Number of retired or separated participants receiving benefits2013-11-013
Total of all active and inactive participants2013-11-01134
2012: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01145
Total number of active participants reported on line 7a of the Form 55002012-11-01139
Number of retired or separated participants receiving benefits2012-11-013
Total of all active and inactive participants2012-11-01142
2011: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01121
Total number of active participants reported on line 7a of the Form 55002011-11-01137
Number of retired or separated participants receiving benefits2011-11-016
Total of all active and inactive participants2011-11-01143
2010: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01182
Total number of active participants reported on line 7a of the Form 55002010-11-01170
Total of all active and inactive participants2010-11-01170
2006: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2006 401k membership
Total participants, beginning-of-year2006-09-01138
Total number of active participants reported on line 7a of the Form 55002006-09-01133
Total of all active and inactive participants2006-09-01133
2004: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2004 401k membership
Total participants, beginning-of-year2004-09-01154
Total number of active participants reported on line 7a of the Form 55002004-09-01153
Total of all active and inactive participants2004-09-01153
2003: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2003 401k membership
Total participants, beginning-of-year2003-09-01154
Total number of active participants reported on line 7a of the Form 55002003-09-01154
Total of all active and inactive participants2003-09-01154
2002: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2002 401k membership
Total participants, beginning-of-year2002-09-01143
Total number of active participants reported on line 7a of the Form 55002002-09-01154
Total of all active and inactive participants2002-09-01154
2001: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2001 401k membership
Total participants, beginning-of-year2001-09-01143
Total number of active participants reported on line 7a of the Form 55002001-09-01143
Total of all active and inactive participants2001-09-01143

Form 5500 Responses for BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN

2022: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2022 form 5500 responses
2022-11-01Type of plan entitySingle employer plan
2022-11-01Submission has been amendedNo
2022-11-01This submission is the final filingNo
2022-11-01This return/report is a short plan year return/report (less than 12 months)No
2022-11-01Plan is a collectively bargained planNo
2022-11-01Plan funding arrangement – InsuranceYes
2022-11-01Plan benefit arrangement – InsuranceYes
2021: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan benefit arrangement – InsuranceYes
2020: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – InsuranceYes
2019: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – InsuranceYes
2017: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes
2015: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes
2014: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes
2013: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – InsuranceYes
2012: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan benefit arrangement – InsuranceYes
2011: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan benefit arrangement – InsuranceYes
2010: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan benefit arrangement – InsuranceYes
2006: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2006 form 5500 responses
2006-09-01Type of plan entitySingle employer plan
2006-09-01Plan funding arrangement – InsuranceYes
2006-09-01Plan benefit arrangement – InsuranceYes
2004: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2004 form 5500 responses
2004-09-01Type of plan entitySingle employer plan
2004-09-01Plan funding arrangement – InsuranceYes
2004-09-01Plan benefit arrangement – InsuranceYes
2003: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2003 form 5500 responses
2003-09-01Type of plan entitySingle employer plan
2003-09-01Plan funding arrangement – InsuranceYes
2003-09-01Plan benefit arrangement – InsuranceYes
2002: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2002 form 5500 responses
2002-09-01Type of plan entitySingle employer plan
2002-09-01Plan funding arrangement – InsuranceYes
2002-09-01Plan benefit arrangement – InsuranceYes
2001: BREAZEALE, SACHSE & WILSON, LLP DISABILITY & LIFE INSURANCE PLAN 2001 form 5500 responses
2001-09-01Type of plan entitySingle employer plan
2001-09-01Plan funding arrangement – InsuranceYes
2001-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10206279
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206276
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number920465
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10206279
Policy instance 3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number920465
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206276
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number920465
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206276
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206276
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number920465
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206275
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206276
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206275
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206276
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010206275
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0473417
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0473417
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0473417
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0473417-SHORT
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number640487
Policy instance 1

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