LULA-WESTFIELD, L.L.C. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: VOLUNTEER LIFE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-03-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 76 |
| Total of all active and inactive participants | 2022-03-01 | 76 |
| 2021: VOLUNTEER LIFE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 71 |
| Total of all active and inactive participants | 2021-03-01 | 71 |
| 2020: VOLUNTEER LIFE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-03-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 74 |
| Total of all active and inactive participants | 2020-03-01 | 74 |
| 2019: VOLUNTEER LIFE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 78 |
| Total of all active and inactive participants | 2019-03-01 | 78 |
| 2018: VOLUNTEER LIFE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 71 |
| Total of all active and inactive participants | 2018-03-01 | 71 |
| 2017: VOLUNTEER LIFE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 67 |
| Total of all active and inactive participants | 2017-03-01 | 67 |
| 2016: VOLUNTEER LIFE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 63 |
| Total of all active and inactive participants | 2016-03-01 | 63 |
| 2015: VOLUNTEER LIFE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 64 |
| Total of all active and inactive participants | 2015-03-01 | 64 |
| 2014: VOLUNTEER LIFE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 64 |
| Total of all active and inactive participants | 2014-03-01 | 64 |
| 2013: VOLUNTEER LIFE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 67 |
| Total of all active and inactive participants | 2013-03-01 | 67 |
| 2012: VOLUNTEER LIFE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 65 |
| Total of all active and inactive participants | 2012-04-01 | 65 |
| 2011: VOLUNTEER LIFE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 61 |
| Total of all active and inactive participants | 2011-04-01 | 61 |
| 2010: VOLUNTEER LIFE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 62 |
| Total of all active and inactive participants | 2010-04-01 | 62 |
| 2009: VOLUNTEER LIFE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 61 |
| Total of all active and inactive participants | 2009-04-01 | 61 |
| 2022: VOLUNTEER LIFE PLAN 2022 form 5500 responses |
|---|
| 2022-03-01 | Type of plan entity | Single employer plan |
| 2022-03-01 | Plan funding arrangement – Insurance | Yes |
| 2022-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: VOLUNTEER LIFE PLAN 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Single employer plan |
| 2021-03-01 | Plan funding arrangement – Insurance | Yes |
| 2021-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: VOLUNTEER LIFE PLAN 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Single employer plan |
| 2020-03-01 | Plan funding arrangement – Insurance | Yes |
| 2020-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: VOLUNTEER LIFE PLAN 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Single employer plan |
| 2019-03-01 | Plan funding arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: VOLUNTEER LIFE PLAN 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | Plan funding arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: VOLUNTEER LIFE PLAN 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Plan funding arrangement – Insurance | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: VOLUNTEER LIFE PLAN 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Plan funding arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: VOLUNTEER LIFE PLAN 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Single employer plan |
| 2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-03-01 | Plan funding arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: VOLUNTEER LIFE PLAN 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Plan funding arrangement – Insurance | Yes |
| 2014-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: VOLUNTEER LIFE PLAN 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Single employer plan |
| 2013-03-01 | Plan funding arrangement – Insurance | Yes |
| 2013-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: VOLUNTEER LIFE PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: VOLUNTEER LIFE PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: VOLUNTEER LIFE PLAN 2010 form 5500 responses |
|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Plan funding arrangement – Insurance | Yes |
| 2010-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: VOLUNTEER LIFE PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 76 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-03-01 | | Total amount of commissions paid to insurance broker | USD $9,006 | | Total amount of fees paid to insurance company | USD $2,327 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $45,032 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,006 | | Amount paid for insurance broker fees | 2327 | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 71 | | Insurance policy start date | 2021-03-01 | | Insurance policy end date | 2022-03-01 | | Total amount of commissions paid to insurance broker | USD $8,933 | | Total amount of fees paid to insurance company | USD $2,476 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $44,666 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,933 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2476 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 74 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2021-03-01 | | Total amount of commissions paid to insurance broker | USD $8,059 | | Total amount of fees paid to insurance company | USD $2,644 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $40,295 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,059 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2644 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 78 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-03-01 | | Total amount of commissions paid to insurance broker | USD $7,942 | | Total amount of fees paid to insurance company | USD $1,427 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $39,709 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,942 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1427 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 71 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-03-01 | | Total amount of commissions paid to insurance broker | USD $6,999 | | Total amount of fees paid to insurance company | USD $460 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $34,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,999 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 460 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 67 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-03-01 | | Total amount of commissions paid to insurance broker | USD $6,217 | | Total amount of fees paid to insurance company | USD $1,227 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $31,084 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,217 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1227 | | Insurance broker name | GALLAGHER BENEFIT SERVICES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 64 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-03-01 | | Total amount of commissions paid to insurance broker | USD $5,695 | | Total amount of fees paid to insurance company | USD $1,045 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $28,473 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,695 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1045 | | Insurance broker name | GALLAGHER BENEFIT SERVICES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 64 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-03-01 | | Total amount of commissions paid to insurance broker | USD $5,245 | | Total amount of fees paid to insurance company | USD $1,282 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $26,226 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,245 | | Amount paid for insurance broker fees | 1282 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 67 | | Insurance policy start date | 2013-03-01 | | Insurance policy end date | 2014-03-01 | | Total amount of commissions paid to insurance broker | USD $5,230 | | Total amount of fees paid to insurance company | USD $448 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $26,137 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,368 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 448 | | Insurance broker name | INTEGRATED INSURANCE SOLUTIONS, LLC |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AKZH |
| Policy instance | 1 |
| Insurance contract or identification number | G000AKZH | | Number of Individuals Covered | 65 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-03-01 | | Total amount of commissions paid to insurance broker | USD $4,598 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $22,991 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,598 | | Insurance broker organization code? | 3 | | Insurance broker name | INTEGRATED INSURANCE SOLUTIONS, LLC |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100-4979-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 100-4979-00 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-04-01 | | Total amount of commissions paid to insurance broker | USD $2,926 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $21,314 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100-4979-00 |
| Policy instance | 1 |
| Insurance contract or identification number | 100-4979-00 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-04-01 | | Total amount of commissions paid to insurance broker | USD $2,940 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL LIFE, VOL DEP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $19,599 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,940 | | Insurance broker organization code? | 3 | | Insurance broker name | INSURANCE UNLIMITED AGENCY INC |
|
