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THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN 401k Plan overview

Plan NameTHE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN
Plan identification number 501

THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN Benefits

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

401k Sponsoring company profile

THE ROTHBERG INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ROTHBERG INSTITUTE, INC.
Employer identification number (EIN):061634985
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-12-01
5012016-12-01ELIZABETH WHAYLAND
5012015-12-01ELIZABETH WHAYLAND

Plan Statistics for THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN

401k plan membership statisitcs for THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN

Measure Date Value
2017: THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01174
Total number of active participants reported on line 7a of the Form 55002017-12-01235
Total of all active and inactive participants2017-12-01235
Total participants2017-12-01235
2016: THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01247
Total number of active participants reported on line 7a of the Form 55002016-12-01174
Total of all active and inactive participants2016-12-01174
Total participants2016-12-01174
2015: THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01103
Total number of active participants reported on line 7a of the Form 55002015-12-01247
Total of all active and inactive participants2015-12-01247
Total participants2015-12-010

Form 5500 Responses for THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN

2017: THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-12-01Type of plan entityMulitple employer plan
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – InsuranceYes
2016: THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-12-01Type of plan entityMulitple employer plan
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – InsuranceYes
2015: THE ROTHBERG INSTITUTE, INC. HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-12-01Type of plan entityMulitple employer plan
2015-12-01First time form 5500 has been submittedYes
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number057929
Policy instance 1
Insurance contract or identification number057929
Number of Individuals Covered234
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $113,040
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number752881
Policy instance 2
Insurance contract or identification number752881
Number of Individuals Covered235
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $19,448
Dental Insurance Welfare BenefitYes
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 numberAL000061699
Policy instance 3
Insurance contract or identification numberAL000061699
Number of Individuals Covered227
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $12,397
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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