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HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 401k Plan overview

Plan NameHOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN
Plan identification number 535

HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

HOLY FAMILY INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:HOLY FAMILY INSTITUTE
Employer identification number (EIN):250984606
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about HOLY FAMILY INSTITUTE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 163345

More information about HOLY FAMILY INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5352015-07-01
5352014-07-01
5352013-07-01
5352012-07-01SUSAN J. SANFORD
5352011-07-01SUSAN J. SANFORD
5352010-07-01SUSAN J. SANFORD
5352009-07-01SUSAN J. SANFORD

Plan Statistics for HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN

401k plan membership statisitcs for HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN

Measure Date Value
2015: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01221
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
2014: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01199
Total number of active participants reported on line 7a of the Form 55002014-07-01219
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01219
2013: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01209
Total number of active participants reported on line 7a of the Form 55002013-07-01200
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-01201
2012: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01338
Total number of active participants reported on line 7a of the Form 55002012-07-01308
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01308
2011: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01377
Total number of active participants reported on line 7a of the Form 55002011-07-01330
Number of retired or separated participants receiving benefits2011-07-017
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-01338
Total participants2011-07-01338
2010: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01819
Total number of active participants reported on line 7a of the Form 55002010-07-01657
Total of all active and inactive participants2010-07-01657
2009: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01876
Total number of active participants reported on line 7a of the Form 55002009-07-01819
Total of all active and inactive participants2009-07-01819

Form 5500 Responses for HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN

2015: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT 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: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT 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: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT 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: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT 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: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT 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: HOLY FAMILY INSTITUTE FLEXIBLE BENEFIT 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

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01091503
Policy instance 1
Insurance contract or identification number01091503
Number of Individuals Covered203
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $28,130
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,322,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,053
Insurance broker organization code?3
Insurance broker nameTUCKER JOHNSTON & SMELZER INC
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01091503
Policy instance 1
Insurance contract or identification number01091503
Number of Individuals Covered350
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $35,533
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,652,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,533
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01091503
Policy instance 1
Insurance contract or identification number01091503
Number of Individuals Covered329
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $31,358
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,835,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,780
Insurance broker organization code?3
Insurance broker nameTRIAD USA, INC.
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01091503
Policy instance 1
Insurance contract or identification number01091503
Number of Individuals Covered540
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $51,233
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,657,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,508
Insurance broker organization code?3
Insurance broker nameTRIAD USA, INC.
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01308904
Policy instance 1
Insurance contract or identification number01308904
Number of Individuals Covered607
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $54,823
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,845,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01091500
Policy instance 1
Insurance contract or identification number01091500
Number of Individuals Covered657
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $50,082
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,549,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01091500
Policy instance 2
Insurance contract or identification number01091500
Number of Individuals Covered657
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $11,535
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
Welfare Benefit Premiums Paid to CarrierUSD $587,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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