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SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN 401k Plan overview

Plan NameSOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN
Plan identification number 510

SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS 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)
  • Other welfare benefit cover

401k Sponsoring company profile

SOCIETY FOR HUMAN RESOURCE MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:SOCIETY FOR HUMAN RESOURCE MANAGEMENT
Employer identification number (EIN):340948453
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SOCIETY FOR HUMAN RESOURCE MANAGEMENT

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1949-06-08
Company Identification Number: 213378
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about SOCIETY FOR HUMAN RESOURCE MANAGEMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102022-01-01JIM LINK2023-05-27

Plan Statistics for SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN

401k plan membership statisitcs for SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN

Measure Date Value
2022: SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01335
Total number of active participants reported on line 7a of the Form 55002022-01-01348
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-01357
Number of employers contributing to the scheme2022-01-010

Form 5500 Responses for SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN

2022: SOCIETY FOR HUMAN RESOURCE MANAGEMENT HEALTH AND WELFARE BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

BUSINESS HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberSHRM
Policy instance 1
Insurance contract or identification numberSHRM
Number of Individuals Covered435
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $12,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00
Policy instance 2
Insurance contract or identification number00
Number of Individuals Covered348
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLONG TERM CARE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0A1CH
Policy instance 3
Insurance contract or identification numberGLUG0A1CH
Number of Individuals Covered326
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $38,762
Total amount of fees paid to insurance companyUSD $5,407
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM,ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $267,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,762
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerOTHER COMPENSATION

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