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THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 401k Plan overview

Plan NameTHE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN
Plan identification number 501

THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

THE KENNEDY COLLECTIVE has sponsored the creation of one or more 401k plans.

Company Name:THE KENNEDY COLLECTIVE
Employer identification number (EIN):060709295
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-07-01RICHARD SEBASTIAN2025-01-10
5012022-07-01RICHARD SEBASTIAN2024-02-20
5012021-07-01R E SEBASTIAN JR.2023-01-09
5012020-07-01RICHARD E SEBASTIAN2022-03-07
5012019-07-01RICHARD E. SEBASTIAN JR2021-01-26
5012017-07-01
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01MARTIN D. SCHWARTZ
5012011-07-01MARTIN D. SCHWARTZ
5012010-07-01MARTIN D. SCHWARTZ
5012009-07-01MARTY D. SCHWARTZ

Plan Statistics for THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN

401k plan membership statisitcs for THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN

Measure Date Value
2023: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-01334
Total number of active participants reported on line 7a of the Form 55002023-07-01313
Number of retired or separated participants receiving benefits2023-07-010
Number of other retired or separated participants entitled to future benefits2023-07-010
Total of all active and inactive participants2023-07-01313
Number of employers contributing to the scheme2023-07-010
2022: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01340
Total number of active participants reported on line 7a of the Form 55002022-07-01334
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01334
Number of employers contributing to the scheme2022-07-010
2021: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01323
Total number of active participants reported on line 7a of the Form 55002021-07-01340
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01340
Number of employers contributing to the scheme2021-07-010
2020: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01403
Total number of active participants reported on line 7a of the Form 55002020-07-01323
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01323
Number of employers contributing to the scheme2020-07-010
2019: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01393
Total number of active participants reported on line 7a of the Form 55002019-07-01403
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01403
Number of employers contributing to the scheme2019-07-010
2017: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01429
Total number of active participants reported on line 7a of the Form 55002017-07-01469
Total of all active and inactive participants2017-07-01469
2016: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01446
Total number of active participants reported on line 7a of the Form 55002016-07-01429
Total of all active and inactive participants2016-07-01429
2015: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01468
Total number of active participants reported on line 7a of the Form 55002015-07-01446
Total of all active and inactive participants2015-07-01446
2014: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01464
Total number of active participants reported on line 7a of the Form 55002014-07-01468
Total of all active and inactive participants2014-07-01468
2013: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01494
Total number of active participants reported on line 7a of the Form 55002013-07-01464
Total of all active and inactive participants2013-07-01464
2012: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01507
Total number of active participants reported on line 7a of the Form 55002012-07-01494
Total of all active and inactive participants2012-07-01494
2011: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01516
Total number of active participants reported on line 7a of the Form 55002011-07-01507
Total of all active and inactive participants2011-07-01507
2010: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01470
Total number of active participants reported on line 7a of the Form 55002010-07-01516
Total of all active and inactive participants2010-07-01516
2009: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01440
Total number of active participants reported on line 7a of the Form 55002009-07-01470
Total of all active and inactive participants2009-07-01470

Form 5500 Responses for THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN

2023: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan funding arrangement – General assets of the sponsorYes
2023-07-01Plan benefit arrangement – InsuranceYes
2023-07-01Plan benefit arrangement – General assets of the sponsorYes
2022: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2017: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005888
Policy instance 4
Insurance contract or identification numberAL00005888
Number of Individuals Covered313
Insurance policy start date2024-04-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $1,536
Total amount of fees paid to insurance companyUSD $2,653
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00650330
Policy instance 1
Insurance contract or identification number00650330
Number of Individuals Covered198
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $1,344
Total amount of fees paid to insurance companyUSD $112,695
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $876,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005888
Policy instance 2
Insurance contract or identification numberAL00005888
Number of Individuals Covered323
Insurance policy start date2023-07-01
Insurance policy end date2024-03-31
Total amount of commissions paid to insurance brokerUSD $4,591
Total amount of fees paid to insurance companyUSD $2,024
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $40,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number925628
Policy instance 3
Insurance contract or identification number925628
Number of Individuals Covered241
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $9,191
Total amount of fees paid to insurance companyUSD $8,418
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005888
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number925628
Policy instance 1
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract numberL00463
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005888
Policy instance 2
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract numberL00463
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005888
Policy instance 2
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number800905
Policy instance 1
DELTA DENTAL OF CT, INC. (National Association of Insurance Commissioners NAIC id number: 15987 )
Policy contract number04355
Policy instance 2
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005888
Policy instance 3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberAL00005888
Policy instance 4
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number339579
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010192230
Policy instance 3
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number800905
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010192229
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010192230
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D028360
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010192229
Policy instance 2
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number800905
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337197
Policy instance 4
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberKC12230
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00469098
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00468508
Policy instance 1
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberKC12230
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00469098
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00468508
Policy instance 1
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 78026 )
Policy contract numberKC12230
Policy instance 4
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number4238
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number866055G
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00468508
Policy instance 3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number866055G
Policy instance 3
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number4238
Policy instance 1
CONNECTICARE, INC. (National Association of Insurance Commissioners NAIC id number: 95675 )
Policy contract number006416
Policy instance 2

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