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| Plan Name | IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN |
| Plan identification number | 502 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | IRWIN, FRITCHIE, URQUHART, MOORE AND DANIELS, L.L.C. |
| Employer identification number (EIN): | 721484836 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 502 | 2020-12-01 | MELISSA TOKAR | 2022-07-01 | ||
| 502 | 2019-12-01 | CAROL WALDRIP | 2021-08-06 |
| Measure | Date | Value |
|---|---|---|
| 2020: IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-12-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 97 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 100 |
| Number of employers contributing to the scheme | 2020-12-01 | 0 |
| 2019: IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-12-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 107 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 5 |
| Total of all active and inactive participants | 2019-12-01 | 114 |
| Number of employers contributing to the scheme | 2019-12-01 | 0 |
| 2020: IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN 2020 form 5500 responses | ||
|---|---|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: IRWIN FRITCHIE URQUHART & MOORE LLC HEALTH & WELFARE PLAN 2019 form 5500 responses | ||
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | First time form 5500 has been submitted | Yes |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| BLUECROSS BLUESHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 54111 ) | |
| Policy contract number | 78458ERC |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 661252 |
| Policy instance | 2 |
| MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) | |
| Policy contract number | 1448 |
| Policy instance | 3 |
| BLUECROSS BLUESHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 54111 ) | |
| Policy contract number | 78458ERC |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 661252 |
| Policy instance | 2 |
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