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| Plan Name | GROUP LIFE INSURANCE PLAN |
| Plan identification number | 508 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | SURGICAL APPLIANCE INDUSTRIES, INC. |
| Employer identification number (EIN): | 310397670 |
| NAIC Classification: | 339110 |
Additional information about SURGICAL APPLIANCE INDUSTRIES, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1911-04-12 |
| Company Identification Number: | 29242 |
| Legal Registered Office Address: |
3960 ROSSLYN DR - CINCINNATI United States of America (USA) 45209 |
More information about SURGICAL APPLIANCE INDUSTRIES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 508 | 2022-12-01 | ||||
| 508 | 2022-12-01 | JEFF CHILDS | |||
| 508 | 2021-12-01 | ||||
| 508 | 2021-12-01 | JEFF CHILDS | |||
| 508 | 2020-12-01 | ||||
| 508 | 2019-12-01 | ||||
| 508 | 2018-12-01 | ||||
| 508 | 2017-12-01 | ||||
| 508 | 2016-12-01 | JEFF CHILDS | JEFF CHILDS | 2018-04-12 | |
| 508 | 2015-12-01 | JEFF CHILDS | JEFF CHILDS | 2017-04-17 | |
| 508 | 2014-12-01 | JEFF CHILDS | JEFF CHILDS | 2016-04-14 | |
| 508 | 2013-12-01 | JEFF CHILDS | JEFF CHILDS | 2015-04-13 | |
| 508 | 2012-12-01 | JEFF CHILDS | JEFF CHILDS | 2014-04-10 | |
| 508 | 2011-12-01 | JEFF CHILDS | JEFF CHILDS | 2013-04-10 | |
| 508 | 2011-07-01 | JEFF CHILDS | JEFF CHILDS | 2013-04-10 | |
| 508 | 2010-07-01 | JEFF CHILDS | |||
| 508 | 2009-07-01 | JEFF CHILDS | 2011-04-14 | ||
| 508 | 2009-07-01 | JEFF CHILDS |
| Measure | Date | Value |
|---|---|---|
| 2022: GROUP LIFE INSURANCE PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-12-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-12-01 | 38 |
| Total of all active and inactive participants | 2022-12-01 | 38 |
| Total participants | 2022-12-01 | 38 |
| 2021: GROUP LIFE INSURANCE PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-12-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 43 |
| Total of all active and inactive participants | 2021-12-01 | 43 |
| Total participants | 2021-12-01 | 43 |
| 2020: GROUP LIFE INSURANCE PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-12-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 44 |
| Total of all active and inactive participants | 2020-12-01 | 44 |
| Total participants | 2020-12-01 | 44 |
| 2019: GROUP LIFE INSURANCE PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-12-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 54 |
| Total of all active and inactive participants | 2019-12-01 | 54 |
| Total participants | 2019-12-01 | 54 |
| 2018: GROUP LIFE INSURANCE PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-12-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 57 |
| Total of all active and inactive participants | 2018-12-01 | 57 |
| Total participants | 2018-12-01 | 57 |
| 2017: GROUP LIFE INSURANCE PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-12-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 58 |
| Total of all active and inactive participants | 2017-12-01 | 58 |
| Total participants | 2017-12-01 | 58 |
| 2016: GROUP LIFE INSURANCE PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-12-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 62 |
| Total of all active and inactive participants | 2016-12-01 | 62 |
| Total participants | 2016-12-01 | 62 |
| 2015: GROUP LIFE INSURANCE PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-12-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 58 |
| Total of all active and inactive participants | 2015-12-01 | 58 |
| Total participants | 2015-12-01 | 58 |
| 2014: GROUP LIFE INSURANCE PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-12-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 59 |
| Total of all active and inactive participants | 2014-12-01 | 59 |
| Total participants | 2014-12-01 | 59 |
| 2013: GROUP LIFE INSURANCE PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-12-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 59 |
| Total of all active and inactive participants | 2013-12-01 | 59 |
| Total participants | 2013-12-01 | 59 |
| 2012: GROUP LIFE INSURANCE PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-12-01 | 59 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 57 |
| Total of all active and inactive participants | 2012-12-01 | 57 |
| Total participants | 2012-12-01 | 57 |
| 2011: GROUP LIFE INSURANCE PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-12-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 59 |
| Total of all active and inactive participants | 2011-12-01 | 59 |
| Total participants | 2011-12-01 | 59 |
| Total participants, beginning-of-year | 2011-07-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 60 |
| Total of all active and inactive participants | 2011-07-01 | 60 |
| Total participants | 2011-07-01 | 60 |
| 2010: GROUP LIFE INSURANCE PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-07-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 66 |
| Total of all active and inactive participants | 2010-07-01 | 66 |
| Total participants | 2010-07-01 | 66 |
| 2009: GROUP LIFE INSURANCE PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-07-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 68 |
| Total of all active and inactive participants | 2009-07-01 | 68 |
| Total participants | 2009-07-01 | 68 |
| Number of participants with account balances | 2009-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Number of employers contributing to the scheme | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2023 : GROUP LIFE INSURANCE PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-11-30 | $12,120 |
| Expenses. Total of all expenses incurred | 2023-11-30 | $12,120 |
| Benefits paid (including direct rollovers) | 2023-11-30 | $12,120 |
| Net income (gross income less expenses) | 2023-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-11-30 | $12,120 |
| 2022 : GROUP LIFE INSURANCE PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-11-30 | $13,125 |
| Expenses. Total of all expenses incurred | 2022-11-30 | $13,125 |
| Benefits paid (including direct rollovers) | 2022-11-30 | $13,125 |
| Net income (gross income less expenses) | 2022-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-11-30 | $13,125 |
| 2021 : GROUP LIFE INSURANCE PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-11-30 | $14,363 |
| Expenses. Total of all expenses incurred | 2021-11-30 | $14,363 |
| Benefits paid (including direct rollovers) | 2021-11-30 | $14,363 |
| Net income (gross income less expenses) | 2021-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-11-30 | $14,363 |
| 2020 : GROUP LIFE INSURANCE PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-11-30 | $16,191 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $16,191 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $16,191 |
| Net income (gross income less expenses) | 2020-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $16,191 |
| 2019 : GROUP LIFE INSURANCE PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-11-30 | $15,975 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $15,975 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $15,975 |
| Net income (gross income less expenses) | 2019-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $15,975 |
| 2017 : GROUP LIFE INSURANCE PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-11-30 | $14,754 |
| Expenses. Total of all expenses incurred | 2017-11-30 | $14,754 |
| Benefits paid (including direct rollovers) | 2017-11-30 | $14,754 |
| Net income (gross income less expenses) | 2017-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2017-11-30 | $14,754 |
| 2016 : GROUP LIFE INSURANCE PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-11-30 | $13,778 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $13,778 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $13,778 |
| Net income (gross income less expenses) | 2016-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-11-30 | $13,778 |
| 2015 : GROUP LIFE INSURANCE PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-11-30 | $12,954 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $12,954 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $12,954 |
| Net income (gross income less expenses) | 2015-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $12,954 |
| 2014 : GROUP LIFE INSURANCE PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-11-30 | $13,382 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $13,382 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $13,382 |
| Net income (gross income less expenses) | 2014-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $13,382 |
| 2013 : GROUP LIFE INSURANCE PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-11-30 | $13,559 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $13,559 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $13,559 |
| Net income (gross income less expenses) | 2013-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $13,559 |
| 2012 : GROUP LIFE INSURANCE PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-11-30 | $13,634 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $13,634 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $13,634 |
| Net income (gross income less expenses) | 2012-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $13,634 |
| 2011 : GROUP LIFE INSURANCE PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-11-30 | $6,842 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $6,842 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $6,842 |
| Net income (gross income less expenses) | 2011-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $6,842 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $16,907 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $16,907 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $16,907 |
| Total plan assets at end of year | 2011-06-30 | $0 |
| Total plan assets at beginning of year | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $16,907 |
| 2022: GROUP LIFE INSURANCE PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | Submission has been amended | No |
| 2022-12-01 | This submission is the final filing | No |
| 2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-12-01 | Plan is a collectively bargained plan | No |
| 2022-12-01 | Plan funding arrangement – Insurance | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: GROUP LIFE INSURANCE PLAN 2021 form 5500 responses | ||
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GROUP LIFE INSURANCE PLAN 2020 form 5500 responses | ||
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP LIFE INSURANCE PLAN 2019 form 5500 responses | ||
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GROUP LIFE INSURANCE PLAN 2018 form 5500 responses | ||
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP LIFE INSURANCE PLAN 2017 form 5500 responses | ||
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP LIFE INSURANCE PLAN 2016 form 5500 responses | ||
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | Submission has been amended | No |
| 2016-12-01 | This submission is the final filing | No |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-01 | Plan is a collectively bargained plan | No |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP LIFE INSURANCE PLAN 2015 form 5500 responses | ||
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Submission has been amended | No |
| 2015-12-01 | This submission is the final filing | No |
| 2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-12-01 | Plan is a collectively bargained plan | No |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP LIFE INSURANCE PLAN 2014 form 5500 responses | ||
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | No |
| 2014-12-01 | This submission is the final filing | No |
| 2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-12-01 | Plan is a collectively bargained plan | No |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP LIFE INSURANCE PLAN 2013 form 5500 responses | ||
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | No |
| 2013-12-01 | This submission is the final filing | No |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-01 | Plan is a collectively bargained plan | No |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP LIFE INSURANCE PLAN 2012 form 5500 responses | ||
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | First time form 5500 has been submitted | Yes |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP LIFE INSURANCE PLAN 2011 form 5500 responses | ||
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | First time form 5500 has been submitted | Yes |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: GROUP LIFE INSURANCE PLAN 2010 form 5500 responses | ||
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | First time form 5500 has been submitted | Yes |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP LIFE INSURANCE PLAN 2009 form 5500 responses | ||
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | First time form 5500 has been submitted | Yes |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010150605 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010150605 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010150605 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010150605 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010150605 00 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 000010150605 |
| Policy instance | 1 |