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ASSURANCE FINANCIAL LIFE/AD&D PLAN 401k Plan overview

Plan NameASSURANCE FINANCIAL LIFE/AD&D PLAN
Plan identification number 502

ASSURANCE FINANCIAL LIFE/AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

ASSURANCE FINANCIAL GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:ASSURANCE FINANCIAL GROUP LLC
Employer identification number (EIN):721505298
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about ASSURANCE FINANCIAL GROUP LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 366249

More information about ASSURANCE FINANCIAL GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSURANCE FINANCIAL LIFE/AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01LAYNE LINDSLY2024-07-23
5022022-01-01LAYNE LINDSLY2024-07-23
5022021-01-01LAYNE LINDSLY2024-07-23
5022020-01-01LAYNE LINDSLY2024-07-23

Form 5500 Responses for ASSURANCE FINANCIAL LIFE/AD&D PLAN

2023: ASSURANCE FINANCIAL LIFE/AD&D PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: ASSURANCE FINANCIAL LIFE/AD&D PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: ASSURANCE FINANCIAL LIFE/AD&D PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: ASSURANCE FINANCIAL LIFE/AD&D PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number15278
Policy instance 1
Insurance contract or identification number15278
Number of Individuals Covered133
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $636
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $2,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0C27X
Policy instance 1
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number4575
Policy instance 1
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number4575
Policy instance 1
Insurance contract or identification number4575
Number of Individuals Covered178
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $372
Total amount of fees paid to insurance companyUSD $631
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $3,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

Potentially related plans

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