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CLICKSOFTWARE, INC. 401k Plan overview

Plan NameCLICKSOFTWARE, INC.
Plan identification number 501

CLICKSOFTWARE, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

CLICKSOFTWARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLICKSOFTWARE, INC.
Employer identification number (EIN):954252722
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Additional information about CLICKSOFTWARE, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1989-09-29
Company Identification Number: C1650909
Legal Registered Office Address: 4687 Pine Valley

Westlake Village
United States of America (USA)
91362

More information about CLICKSOFTWARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLICKSOFTWARE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-04-01
5012017-04-01JAY SCHAUFELD2019-08-27
5012016-04-01MEREDITH WILLOUGHBY
5012015-04-01JESSICA LOCKHART
5012014-04-01MICHELLE KEEFE
5012013-04-01MICHELLE KEEFE
5012012-04-01JOEL JESELSOHN JOEL JESELSOHN2013-07-18

Plan Statistics for CLICKSOFTWARE, INC.

401k plan membership statisitcs for CLICKSOFTWARE, INC.

Measure Date Value
2017: CLICKSOFTWARE, INC. 2017 401k membership
Total participants, beginning-of-year2017-04-01141
Total number of active participants reported on line 7a of the Form 55002017-04-01147
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01147
Number of employers contributing to the scheme2017-04-010
2016: CLICKSOFTWARE, INC. 2016 401k membership
Total participants, beginning-of-year2016-04-01137
Total number of active participants reported on line 7a of the Form 55002016-04-01141
Total of all active and inactive participants2016-04-01141
2015: CLICKSOFTWARE, INC. 2015 401k membership
Total participants, beginning-of-year2015-04-01184
Total number of active participants reported on line 7a of the Form 55002015-04-01137
Total of all active and inactive participants2015-04-01137
2014: CLICKSOFTWARE, INC. 2014 401k membership
Total participants, beginning-of-year2014-04-01198
Total number of active participants reported on line 7a of the Form 55002014-04-01184
Total of all active and inactive participants2014-04-01184
2013: CLICKSOFTWARE, INC. 2013 401k membership
Total participants, beginning-of-year2013-04-01115
Total number of active participants reported on line 7a of the Form 55002013-04-01181
Total of all active and inactive participants2013-04-01181
2012: CLICKSOFTWARE, INC. 2012 401k membership
Total participants, beginning-of-year2012-04-01105
Total number of active participants reported on line 7a of the Form 55002012-04-01129
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01129
Number of participants with account balances2012-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
Number of employers contributing to the scheme2012-04-011

Financial Data on CLICKSOFTWARE, INC.

Measure Date Value
2014 : CLICKSOFTWARE, INC. 2014 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31No
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Did the plan have assets held for investment2014-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No

Form 5500 Responses for CLICKSOFTWARE, INC.

2017: CLICKSOFTWARE, INC. 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedYes
2017-04-01This submission is the final filingYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: CLICKSOFTWARE, INC. 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: CLICKSOFTWARE, INC. 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: CLICKSOFTWARE, INC. 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: CLICKSOFTWARE, INC. 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: CLICKSOFTWARE, INC. 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01First time form 5500 has been submittedYes
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1063620
Policy instance 1
Insurance contract or identification number1063620
Number of Individuals Covered185
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $8,569
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $93,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,157
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH67822
Policy instance 1
Insurance contract or identification numberH67822
Number of Individuals Covered183
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $8,841
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,841
Insurance broker organization code?3
Insurance broker nameBRUCE CROHN, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH67822
Policy instance 1
Insurance contract or identification numberH67822
Number of Individuals Covered247
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $10,219
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,219
Insurance broker organization code?3
Insurance broker nameBRUCE CROHN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH67822
Policy instance 1
Insurance contract or identification numberH67822
Number of Individuals Covered181
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $8,175
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,175
Insurance broker organization code?3
Insurance broker nameBRUCE CROHN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH67822
Policy instance 1
Insurance contract or identification numberH67822
Number of Individuals Covered140
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $6,106
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6106
Insurance broker organization code?3
Insurance broker nameBRUCE CROHN LLC

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