401k Plan data: STUDENT ASSISTANCE FOUNDATION plan

STUDENT ASSISTANCE FOUNDATION 401k Plan overview

Plan Name	STUDENT ASSISTANCE FOUNDATION
Plan identification number	506

STUDENT ASSISTANCE FOUNDATION Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Temporary disability (accident and sickness)

401k Sponsoring company profile

STUDENT ASSISTANCE FOUNDATION OF MT has sponsored the creation of one or more 401k plans.

Company Name: STUDENT ASSISTANCE FOUNDATION OF MT

Employer identification number (EIN): 810527529

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUDENT ASSISTANCE FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
506 2015-07-01 JOLENE SELBY JOLENE SELBY 2017-01-12
506 2014-07-01 DONNIE WHITAKER
506 2013-07-01 JOLENE SELBY
506 2012-07-01 JOLENE SELBY JOLENE SELBY 2014-01-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
506	2015-07-01	JOLENE SELBY	JOLENE SELBY	2017-01-12
506	2014-07-01	DONNIE WHITAKER
506	2013-07-01	JOLENE SELBY
506	2012-07-01	JOLENE SELBY	JOLENE SELBY	2014-01-29

Plan Statistics for STUDENT ASSISTANCE FOUNDATION

401k plan membership statisitcs for STUDENT ASSISTANCE FOUNDATION

Measure Date Value
2015: STUDENT ASSISTANCE FOUNDATION 2015 401k membership
Total participants, beginning-of-year 2015-07-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 53
Total of all active and inactive participants 2015-07-01 53
Total participants 2015-07-01 53
2014: STUDENT ASSISTANCE FOUNDATION 2014 401k membership
Total participants, beginning-of-year 2014-07-01 53
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 53
Total of all active and inactive participants 2014-07-01 53
Total participants 2014-07-01 53
2013: STUDENT ASSISTANCE FOUNDATION 2013 401k membership
Total participants, beginning-of-year 2013-07-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 53
Total of all active and inactive participants 2013-07-01 53
Total participants 2013-07-01 53
2012: STUDENT ASSISTANCE FOUNDATION 2012 401k membership
Total participants, beginning-of-year 2012-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 50
Total of all active and inactive participants 2012-07-01 50
Total participants 2012-07-01 50

Measure	Date	Value
2015: STUDENT ASSISTANCE FOUNDATION 2015 401k membership
Total participants, beginning-of-year	2015-07-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	53
Total of all active and inactive participants	2015-07-01	53
Total participants	2015-07-01	53
2014: STUDENT ASSISTANCE FOUNDATION 2014 401k membership
Total participants, beginning-of-year	2014-07-01	53
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	53
Total of all active and inactive participants	2014-07-01	53
Total participants	2014-07-01	53
2013: STUDENT ASSISTANCE FOUNDATION 2013 401k membership
Total participants, beginning-of-year	2013-07-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	53
Total of all active and inactive participants	2013-07-01	53
Total participants	2013-07-01	53
2012: STUDENT ASSISTANCE FOUNDATION 2012 401k membership
Total participants, beginning-of-year	2012-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	50
Total of all active and inactive participants	2012-07-01	50
Total participants	2012-07-01	50

Form 5500 Responses for STUDENT ASSISTANCE FOUNDATION

2015: STUDENT ASSISTANCE FOUNDATION 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: STUDENT ASSISTANCE FOUNDATION 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: STUDENT ASSISTANCE FOUNDATION 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: STUDENT ASSISTANCE FOUNDATION 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )

Policy contract number

0000012363

Policy instance

Insurance contract or identification number	0000012363
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,262
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $13,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $101
Amount paid for insurance broker fees	0
Insurance broker name	DAWN D SHEUE

CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )

Policy contract number

0000012363

Policy instance

Insurance contract or identification number	0000012363
Number of Individuals Covered	53
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $2,217
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $15,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $159
Amount paid for insurance broker fees	0
Insurance broker name	DAWN D SHEUE

CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )

Policy contract number

0000012363

Policy instance

Insurance contract or identification number	0000012363
Number of Individuals Covered	53
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $4,975
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $19,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $326
Amount paid for insurance broker fees	0
Insurance broker name	DAWN D SHEUE

CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )

Policy contract number

0000012363

Policy instance

Insurance contract or identification number	0000012363
Number of Individuals Covered	50
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $11,364
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $16,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $678
Amount paid for insurance broker fees	0
Insurance broker name	TREVOR G NORENBERG

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STUDENT ASSISTANCE FOUNDATION OF MT
Employer identification number (EIN):	810527529
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles