401k Plan data: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE plan

LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 401k Plan overview

Plan Name	LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE
Plan identification number	503

LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Dental Vision 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

LOS ALAMOS TECHNICAL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: LOS ALAMOS TECHNICAL ASSOCIATES, INC.

Employer identification number (EIN): 850241011

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2024-01-01 WHITNEY BALL
503 2023-01-01
503 2023-01-01 WHITNEY BALL
503 2017-01-01
503 2016-01-01 CHRISTINE KYNOR
503 2015-01-01 CHRISTINE KYNOR CHRISTINE KYNOR 2016-05-05
503 2014-01-01 KAREN MCKINLEY
503 2012-01-01 KAREN WILSON
503 2011-03-01 KAREN WILSON
503 2009-03-01 LYNNE CARLBERG

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
503	2024-01-01	WHITNEY BALL
503	2023-01-01
503	2023-01-01	WHITNEY BALL
503	2017-01-01
503	2016-01-01	CHRISTINE KYNOR
503	2015-01-01	CHRISTINE KYNOR	CHRISTINE KYNOR	2016-05-05
503	2014-01-01	KAREN MCKINLEY
503	2012-01-01	KAREN WILSON
503	2011-03-01	KAREN WILSON
503	2009-03-01	LYNNE CARLBERG

Plan Statistics for LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE

401k plan membership statisitcs for LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE

Measure Date Value
2023: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2023 401k membership
Total participants, beginning-of-year 2023-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 152
Total of all active and inactive participants 2023-01-01 152
Total participants 2023-01-01 152
2017: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 301
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 301
2016: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 301
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 301
2015: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 397
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 397
Total participants 2015-01-01 397
2014: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 222
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 222
2012: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 148
Total of all active and inactive participants 2012-01-01 148
Total participants 2012-01-01 148
2011: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2011 401k membership
Total participants, beginning-of-year 2011-03-01 215
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 162
Total of all active and inactive participants 2011-03-01 162
Total participants 2011-03-01 162
2009: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2009 401k membership
Total participants, beginning-of-year 2009-03-01 136
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 159
Total of all active and inactive participants 2009-03-01 159
Total participants 2009-03-01 159

Measure	Date	Value
2023: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2023 401k membership
Total participants, beginning-of-year	2023-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	152
Total of all active and inactive participants	2023-01-01	152
Total participants	2023-01-01	152
2017: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	301
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	301
2016: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	301
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	301
2015: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	397
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	397
Total participants	2015-01-01	397
2014: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	222
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	222
2012: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	148
Total of all active and inactive participants	2012-01-01	148
Total participants	2012-01-01	148
2011: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2011 401k membership
Total participants, beginning-of-year	2011-03-01	215
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	162
Total of all active and inactive participants	2011-03-01	162
Total participants	2011-03-01	162
2009: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2009 401k membership
Total participants, beginning-of-year	2009-03-01	136
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	159
Total of all active and inactive participants	2009-03-01	159
Total participants	2009-03-01	159

Form 5500 Responses for LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE

2023: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2017: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2012: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	First time form 5500 has been submitted	Yes
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Insurance	Yes
2011-03-01	Plan benefit arrangement – Insurance	Yes
2009: LOS ALAMOS TECHNICAL ASSOCIATES, INC GROUP LIFE INSURANCE 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	First time form 5500 has been submitted	Yes
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Insurance	Yes
2009-03-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1167145

Policy instance

Insurance contract or identification number	1167145
Number of Individuals Covered	12
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $44,111
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	CRITICAL ILLNESS, ACCIDENT
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 $48,791
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 number

10225087

Policy instance

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Company Name:	LOS ALAMOS TECHNICAL ASSOCIATES, INC.
Employer identification number (EIN):	850241011
NAIC Classification:	541600