401k Plan data: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY plan

PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 401k Plan overview

Plan Name	PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY
Plan identification number	503

PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Long-term disability cover Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

PORT BLAKELY TREE FARMS LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: PORT BLAKELY TREE FARMS LIMITED PARTNERSHIP

Employer identification number (EIN): 911289012

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2015-01-01 EVE HEWITT
503 2014-01-01 EVE HEWITT
503 2013-01-01 BARB MEYER
503 2012-01-01 BARB MEYER BARB MEYER 2013-07-31
503 2011-01-01 BARB MEYER
503 2009-01-01 BARB MEYER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
503	2015-01-01	EVE HEWITT
503	2014-01-01	EVE HEWITT
503	2013-01-01	BARB MEYER
503	2012-01-01	BARB MEYER	BARB MEYER	2013-07-31
503	2011-01-01	BARB MEYER
503	2009-01-01	BARB MEYER

Plan Statistics for PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY

401k plan membership statisitcs for PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY

Measure Date Value
2015: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year 2015-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 80
Total of all active and inactive participants 2015-01-01 80
Total participants 2015-01-01 80
2014: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year 2014-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 95
Total of all active and inactive participants 2014-01-01 95
Total participants 2014-01-01 95
2013: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year 2013-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 98
Total of all active and inactive participants 2013-01-01 98
Total participants 2013-01-01 98
2012: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Total of all active and inactive participants 2012-01-01 97
Total participants 2012-01-01 97
2011: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 113
Total of all active and inactive participants 2011-01-01 113
Total participants 2011-01-01 113
2009: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 102
Total of all active and inactive participants 2009-01-01 102
Total participants 2009-01-01 102

Measure	Date	Value
2015: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year	2015-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	80
Total of all active and inactive participants	2015-01-01	80
Total participants	2015-01-01	80
2014: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year	2014-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	95
Total of all active and inactive participants	2014-01-01	95
Total participants	2014-01-01	95
2013: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year	2013-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	98
Total of all active and inactive participants	2013-01-01	98
Total participants	2013-01-01	98
2012: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Total of all active and inactive participants	2012-01-01	97
Total participants	2012-01-01	97
2011: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	113
Total of all active and inactive participants	2011-01-01	113
Total participants	2011-01-01	113
2009: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	102
Total of all active and inactive participants	2009-01-01	102
Total participants	2009-01-01	102

Form 5500 Responses for PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY

2015: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 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: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 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
2013: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: PORT BLAKELY TREE FARMS, L.P. LONG TERM DISABILITY 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

643574

Policy instance

Insurance contract or identification number	643574
Number of Individuals Covered	80
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,718
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,718
Insurance broker organization code?	3
Insurance broker name	DUNCAN & HALEY, LTD.

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

643574

Policy instance

Insurance contract or identification number	643574
Number of Individuals Covered	95
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,589
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,589
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	DUNCAN & HALEY, LTD.

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

643574

Policy instance

Insurance contract or identification number	643574
Number of Individuals Covered	98
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,740
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,740
Insurance broker organization code?	3
Insurance broker name	DUNCAN & HALEY, LTD.

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

643574

Policy instance

Insurance contract or identification number	643574
Number of Individuals Covered	97
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,761
Long Term Disability Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,761
Insurance broker organization code?	3
Insurance broker name	DUNCAN & HALEY, LTD.

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

643574

Policy instance

Insurance contract or identification number	643574
Number of Individuals Covered	113
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,418
Total amount of fees paid to insurance company	USD $0
Long Term Disability Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

643574

Policy instance

Insurance contract or identification number	643574
Number of Individuals Covered	100
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-21
Total amount of commissions paid to insurance broker	USD $3,557
Total amount of fees paid to insurance company	USD $0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,557
Insurance broker organization code?	3
Insurance broker name	DUNCAN & HALEY LTD

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Company Name:	PORT BLAKELY TREE FARMS LIMITED PARTNERSHIP
Employer identification number (EIN):	911289012
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations