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ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 401k Plan overview

Plan NameORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN
Plan identification number 502

ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN Benefits

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

401k Sponsoring company profile

ORTHOPEDIC ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC ASSOCIATES
Employer identification number (EIN):370909238
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022014-01-01
5022013-01-01
5022012-01-01JANET E SMITH
5022011-01-01JANET E SMITH
5022009-01-01JANET E SMITH

Plan Statistics for ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN

401k plan membership statisitcs for ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN

Measure Date Value
2014: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0197
Total number of active participants reported on line 7a of the Form 55002014-01-0190
Total of all active and inactive participants2014-01-0190
2013: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01109
Total number of active participants reported on line 7a of the Form 55002013-01-0197
Total of all active and inactive participants2013-01-0197
2012: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-01107
Number of retired or separated participants receiving benefits2012-01-012
Total of all active and inactive participants2012-01-01109
2011: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01107
Total number of active participants reported on line 7a of the Form 55002011-01-01100
Number of retired or separated participants receiving benefits2011-01-014
Total of all active and inactive participants2011-01-01104
2009: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01109
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Total of all active and inactive participants2009-01-01107

Form 5500 Responses for ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN

2014: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: ORTHOPEDIC INSTITUTE OF ILLINOIS HEALTH AND DENTAL BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number553516
Policy instance 1
Insurance contract or identification number553516
Number of Individuals Covered37
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number553516
Policy instance 1
Insurance contract or identification number553516
Number of Individuals Covered37
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number553516
Policy instance 1
Insurance contract or identification number553516
Number of Individuals Covered30
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $306
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,062
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $306
Insurance broker organization code?3
Insurance broker nameKEPPLE HEALTHCARE CONSULTING INC

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