401k Plan data: FOWLER RODRIGUEZ GROUP INSURANCE PLAN plan

FOWLER RODRIGUEZ GROUP INSURANCE PLAN 401k Plan overview

Plan Name	FOWLER RODRIGUEZ GROUP INSURANCE PLAN
Plan identification number	502

FOWLER RODRIGUEZ GROUP INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

FOWLER, RODRIGUEZ, FLINT, GRAY, MCCOY AND SULLIVAN has sponsored the creation of one or more 401k plans.

Company Name: FOWLER, RODRIGUEZ, FLINT, GRAY, MCCOY AND SULLIVAN

Employer identification number (EIN): 721113170

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOWLER RODRIGUEZ GROUP INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2015-01-01 LYLE SCHILLING
502 2014-01-01 LYLE SCHILLING
502 2013-01-01 LYLE SCHILLING
502 2012-01-01 LYLE SCHILLING
502 2011-01-01 NORMAN C. SULLIVAN, JR. NORMAN C. SULLIVAN, JR. 2012-10-12
502 2010-01-01 NORMAN C. SULLIVAN, JR. NORMAN C. SULLIVAN, JR. 2011-10-13
502 2009-01-01 NORMAN C. SULLIVAN, JR. NORMAN C. SULLIVAN, JR. 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2015-01-01	LYLE SCHILLING
502	2014-01-01	LYLE SCHILLING
502	2013-01-01	LYLE SCHILLING
502	2012-01-01	LYLE SCHILLING
502	2011-01-01	NORMAN C. SULLIVAN, JR.	NORMAN C. SULLIVAN, JR.	2012-10-12
502	2010-01-01	NORMAN C. SULLIVAN, JR.	NORMAN C. SULLIVAN, JR.	2011-10-13
502	2009-01-01	NORMAN C. SULLIVAN, JR.	NORMAN C. SULLIVAN, JR.	2010-10-14

Plan Statistics for FOWLER RODRIGUEZ GROUP INSURANCE PLAN

401k plan membership statisitcs for FOWLER RODRIGUEZ GROUP INSURANCE PLAN

Measure Date Value
2015: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 109
Total of all active and inactive participants 2015-01-01 109
Total participants 2015-01-01 109
2014: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 116
Total of all active and inactive participants 2014-01-01 116
Total participants 2014-01-01 116
2013: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 105
Total of all active and inactive participants 2013-01-01 105
Total participants 2013-01-01 105
2012: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 105
Total of all active and inactive participants 2012-01-01 105
Total participants 2012-01-01 105
2011: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 110
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 110
Total participants 2011-01-01 110
2010: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 106
Number of retired or separated participants receiving benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 109
Total participants 2010-01-01 109
2009: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 105
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 112

Measure	Date	Value
2015: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	109
Total of all active and inactive participants	2015-01-01	109
Total participants	2015-01-01	109
2014: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	116
Total of all active and inactive participants	2014-01-01	116
Total participants	2014-01-01	116
2013: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	105
Total of all active and inactive participants	2013-01-01	105
Total participants	2013-01-01	105
2012: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	105
Total of all active and inactive participants	2012-01-01	105
Total participants	2012-01-01	105
2011: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	110
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	110
Total participants	2011-01-01	110
2010: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	106
Number of retired or separated participants receiving benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	109
Total participants	2010-01-01	109
2009: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	105
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	112

Form 5500 Responses for FOWLER RODRIGUEZ GROUP INSURANCE PLAN

2015: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: FOWLER RODRIGUEZ GROUP INSURANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10154435
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10154104
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10154435
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	10154104
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010154104
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000400001000
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010154103
Policy instance	3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010154435
Policy instance	4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010154435
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000400001000
Policy instance	3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010154103
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	85095
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	5-0284
Policy instance	2
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract number	W0000048
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	85095
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	5-0284
Policy instance	2
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract number	W0000048
Policy instance	3

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Company Name:	FOWLER, RODRIGUEZ, FLINT, GRAY, MCCOY AND SULLIVAN
Employer identification number (EIN):	721113170
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers