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FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 401k Plan overview

Plan NameFORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN
Plan identification number 501

FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

FORT WORTH COUNTRY DAY SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:FORT WORTH COUNTRY DAY SCHOOL
Employer identification number (EIN):751085363
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01REBECCA GLEASON2024-03-22
5012022-01-01REBECCA GLEASON2023-07-06
5012021-01-01TOM MITCHELL2022-08-24
5012020-10-01TOM MITCHELL2021-05-20
5012019-10-01TOM MITCHELL2021-01-26
5012018-10-01TOM MITCHELL2020-03-26
5012017-10-01TOM MITCHELL2019-06-24
5012016-10-01LAURIE VALENTINE
5012015-10-01LAURIE VALENTINE
5012014-10-01
5012013-10-01
5012012-10-01THOMAS MITCHELL
5012011-10-01THOMAS MITCHELL
5012009-10-01THOMAS MITCHELL

Plan Statistics for FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN

401k plan membership statisitcs for FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN

Measure Date Value
2023: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01124
Total number of active participants reported on line 7a of the Form 55002023-01-01114
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01114
Number of employers contributing to the scheme2023-01-010
2022: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01125
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01124
Number of employers contributing to the scheme2022-01-010
2021: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01242
Total number of active participants reported on line 7a of the Form 55002021-01-01125
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01125
Number of employers contributing to the scheme2021-01-010
2020: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01238
Total number of active participants reported on line 7a of the Form 55002020-10-01242
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01242
Number of employers contributing to the scheme2020-10-010
2019: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01225
Total number of active participants reported on line 7a of the Form 55002019-10-01238
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01238
Number of employers contributing to the scheme2019-10-010
2018: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01225
Total number of active participants reported on line 7a of the Form 55002018-10-01225
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-01225
Number of employers contributing to the scheme2018-10-010
2017: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01220
Total number of active participants reported on line 7a of the Form 55002017-10-01225
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-01225
Number of employers contributing to the scheme2017-10-010
2016: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01223
Total number of active participants reported on line 7a of the Form 55002016-10-01220
Number of retired or separated participants receiving benefits2016-10-013
Total of all active and inactive participants2016-10-01223
Total participants2016-10-01223
2015: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01215
Total number of active participants reported on line 7a of the Form 55002015-10-01223
Number of retired or separated participants receiving benefits2015-10-013
Total of all active and inactive participants2015-10-01226
Total participants2015-10-01226
2014: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01329
Total number of active participants reported on line 7a of the Form 55002014-10-01325
Number of retired or separated participants receiving benefits2014-10-0110
Total of all active and inactive participants2014-10-01335
2013: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01348
Total number of active participants reported on line 7a of the Form 55002013-10-01304
Number of retired or separated participants receiving benefits2013-10-0119
Total of all active and inactive participants2013-10-01323
2012: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01387
Total number of active participants reported on line 7a of the Form 55002012-10-01346
Number of retired or separated participants receiving benefits2012-10-012
Total of all active and inactive participants2012-10-01348
2011: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01336
Total number of active participants reported on line 7a of the Form 55002011-10-01386
Number of retired or separated participants receiving benefits2011-10-011
Total of all active and inactive participants2011-10-01387
2009: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01320
Total number of active participants reported on line 7a of the Form 55002009-10-01321
Number of retired or separated participants receiving benefits2009-10-0122
Total of all active and inactive participants2009-10-01343

Form 5500 Responses for FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN

2023: FORT WORTH COUNTRY DAY SCHOOL BENEFIT 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: FORT WORTH COUNTRY DAY SCHOOL BENEFIT 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: FORT WORTH COUNTRY DAY SCHOOL BENEFIT 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: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedYes
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: FORT WORTH COUNTRY DAY SCHOOL BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan 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 number10195272
Policy instance 1
Insurance contract or identification number10195272
Number of Individuals Covered114
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,480
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195272
Policy instance 1
Insurance contract or identification number10195272
Number of Individuals Covered124
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,804
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195272
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195269
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number611874
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195269
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number611874
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195269
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number611874
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195269
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00611874
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number611874
Policy instance 5
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number491125
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195270
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195272
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10195269
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00611874
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010195272
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010195270
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010195269
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000B5833
Policy instance 1
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95490 )
Policy contract number0849467HNO
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUCOAH4P
Policy instance 3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTLOAH4P
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUDOAH4P
Policy instance 4
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUGOAH4P
Policy instance 5
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000B5833
Policy instance 7
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0849467
Policy instance 6
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5463605
Policy instance 6
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTLOAH4P
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUCOAH4P
Policy instance 3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUDOAH4P
Policy instance 4
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUGOAH4P
Policy instance 5
UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 )
Policy contract number5463605
Policy instance 7
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95490 )
Policy contract numberUS139986
Policy instance 1
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95490 )
Policy contract numberUS139986
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5463605
Policy instance 8
UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 )
Policy contract number5463605
Policy instance 9
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTLOAH4P
Policy instance 4
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUGOAH4P
Policy instance 7
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUDOAH4P
Policy instance 6
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUCOAH4P
Policy instance 5
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number004240610
Policy instance 3
UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 )
Policy contract number004UDO292
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUDOAH4P
Policy instance 6
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUGOAH4P
Policy instance 7
UNITED DENTAL CARE OF TEXAS INC (National Association of Insurance Commissioners NAIC id number: 95142 )
Policy contract number004UDO292
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTLOAH4P
Policy instance 4
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95490 )
Policy contract numberUS139986
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number004240610
Policy instance 3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUCOAH4P
Policy instance 5

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