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ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN 401k Plan overview

Plan NameARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN
Plan identification number 502

ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental

401k Sponsoring company profile

ARISTOTLE CAPITAL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:ARISTOTLE CAPITAL MANAGEMENT, LLC
Employer identification number (EIN):954833644
NAIC Classification:523900

Additional information about ARISTOTLE CAPITAL MANAGEMENT, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200100910019

More information about ARISTOTLE CAPITAL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022020-12-01RICHARD SCHWEITZER2022-06-22
5022019-12-01RICHARD SCHWEITZER2021-07-01
5022018-12-01

Plan Statistics for ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN

401k plan membership statisitcs for ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN

Measure Date Value
2020: ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-01113
Total number of active participants reported on line 7a of the Form 55002020-12-01125
Total of all active and inactive participants2020-12-01125
2019: ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-01108
Total number of active participants reported on line 7a of the Form 55002019-12-01113
Total of all active and inactive participants2019-12-01113
2018: ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01100
Total number of active participants reported on line 7a of the Form 55002018-12-01102
Total of all active and inactive participants2018-12-01102

Form 5500 Responses for ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN

2020: ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan benefit arrangement – InsuranceYes
2019: ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan benefit arrangement – InsuranceYes
2018: ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01First time form 5500 has been submittedYes
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5955599
Policy instance 1
Insurance contract or identification number5955599
Number of Individuals Covered463
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $15,955
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $150,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,955
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5955599
Policy instance 1
Insurance contract or identification number5955599
Number of Individuals Covered425
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $11,642
Total amount of fees paid to insurance companyUSD $3,698
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $127,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,642
Insurance broker organization code?3
Amount paid for insurance broker fees3698
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number595599
Policy instance 1
Insurance contract or identification number595599
Number of Individuals Covered396
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $11,647
Total amount of fees paid to insurance companyUSD $875
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $127,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,647
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3

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