401k Plan data: STUDENT ASSISTANCE FOUNDATION plan

STUDENT ASSISTANCE FOUNDATION 401k Plan overview

Plan Name	STUDENT ASSISTANCE FOUNDATION
Plan identification number	507

STUDENT ASSISTANCE FOUNDATION Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Vision

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
507 2015-07-01 JOLENE SELBY JOLENE SELBY 2017-01-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
507	2015-07-01	JOLENE SELBY		JOLENE SELBY	2017-01-12

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 2015-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 119
Total of all active and inactive participants 2015-07-01 119
Total participants 2015-07-01 119

Measure	Date	Value
2015: STUDENT ASSISTANCE FOUNDATION 2015 401k membership
Total participants, beginning-of-year	2015-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	119
Total of all active and inactive participants	2015-07-01	119
Total participants	2015-07-01	119

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

Insurance Providers Used on plan

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5467595

Policy instance

Insurance contract or identification number	5467595
Number of Individuals Covered	119
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $2,564
Total amount of fees paid to insurance company	USD $13
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
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 $20,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,564
Amount paid for insurance broker fees	13
Additional information about fees paid to insurance broker	NON MONETARY COMPENSATION WHICH REPRESENTS A PROPORTIONATE SHARE OF THE FAIR MARKET VALUE OF NON MONETARY
Insurance broker organization code?	3
Insurance broker name	PAYNEWEST INSURANCE INC

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