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GROUP LIFE INSURANCE 401k Plan overview

Plan NameGROUP LIFE INSURANCE
Plan identification number 507

GROUP LIFE INSURANCE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover

401k Sponsoring company profile

UPLAND HILLS HEALTH INC has sponsored the creation of one or more 401k plans.

Company Name:UPLAND HILLS HEALTH INC
Employer identification number (EIN):421017512
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LIFE INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072022-07-01TROY MARX2024-03-04 TROY MARX2024-03-04
5072021-07-01TROY MARX2023-03-30 TROY MARX2023-03-30
5072020-07-01TROY MARX2022-03-28 TROY MARX2022-03-28
5072019-07-01TROY MARX2021-01-06 TROY MARX2021-01-06
5072018-07-01TROY MARX2019-12-05 TROY MARX2019-12-05
5072017-07-01
5072016-07-01
5072015-07-01
5072014-07-01
5072013-07-01
5072012-07-01TROY MARX
5072011-07-01TROY MARX
5072010-07-01TROY MARX
5072009-07-01TROY MARX

Plan Statistics for GROUP LIFE INSURANCE

401k plan membership statisitcs for GROUP LIFE INSURANCE

Measure Date Value
2022: GROUP LIFE INSURANCE 2022 401k membership
Total participants, beginning-of-year2022-07-01462
Total number of active participants reported on line 7a of the Form 55002022-07-01447
Total of all active and inactive participants2022-07-01447
Total participants2022-07-01447
2021: GROUP LIFE INSURANCE 2021 401k membership
Total participants, beginning-of-year2021-07-01456
Total number of active participants reported on line 7a of the Form 55002021-07-01462
Total of all active and inactive participants2021-07-01462
Total participants2021-07-01462
2020: GROUP LIFE INSURANCE 2020 401k membership
Total participants, beginning-of-year2020-07-01427
Total number of active participants reported on line 7a of the Form 55002020-07-01456
Total of all active and inactive participants2020-07-01456
Total participants2020-07-01456
2019: GROUP LIFE INSURANCE 2019 401k membership
Total participants, beginning-of-year2019-07-01437
Total number of active participants reported on line 7a of the Form 55002019-07-01427
Total of all active and inactive participants2019-07-01427
Total participants2019-07-01427
2018: GROUP LIFE INSURANCE 2018 401k membership
Total participants, beginning-of-year2018-07-01398
Total number of active participants reported on line 7a of the Form 55002018-07-01437
Total of all active and inactive participants2018-07-01437
Total participants2018-07-01437
2017: GROUP LIFE INSURANCE 2017 401k membership
Total participants, beginning-of-year2017-07-01388
Total number of active participants reported on line 7a of the Form 55002017-07-01398
Total of all active and inactive participants2017-07-01398
Total participants2017-07-01398
2016: GROUP LIFE INSURANCE 2016 401k membership
Total participants, beginning-of-year2016-07-01391
Total number of active participants reported on line 7a of the Form 55002016-07-01388
Total of all active and inactive participants2016-07-01388
Total participants2016-07-01388
2015: GROUP LIFE INSURANCE 2015 401k membership
Total participants, beginning-of-year2015-07-01385
Total number of active participants reported on line 7a of the Form 55002015-07-01391
Total of all active and inactive participants2015-07-01391
Total participants2015-07-01391
2014: GROUP LIFE INSURANCE 2014 401k membership
Total participants, beginning-of-year2014-07-01363
Total number of active participants reported on line 7a of the Form 55002014-07-01385
Total of all active and inactive participants2014-07-01385
Total participants2014-07-01385
2013: GROUP LIFE INSURANCE 2013 401k membership
Total participants, beginning-of-year2013-07-01361
Total number of active participants reported on line 7a of the Form 55002013-07-01363
Total of all active and inactive participants2013-07-01363
Total participants2013-07-01363
2012: GROUP LIFE INSURANCE 2012 401k membership
Total participants, beginning-of-year2012-07-01360
Total number of active participants reported on line 7a of the Form 55002012-07-01361
Total of all active and inactive participants2012-07-01361
Total participants2012-07-01361
2011: GROUP LIFE INSURANCE 2011 401k membership
Total participants, beginning-of-year2011-07-01351
Total number of active participants reported on line 7a of the Form 55002011-07-01360
Total of all active and inactive participants2011-07-01360
Total participants2011-07-01360
2010: GROUP LIFE INSURANCE 2010 401k membership
Total participants, beginning-of-year2010-07-01344
Total number of active participants reported on line 7a of the Form 55002010-07-01351
Total of all active and inactive participants2010-07-01351
Total participants2010-07-01351
2009: GROUP LIFE INSURANCE 2009 401k membership
Total participants, beginning-of-year2009-07-01326
Total number of active participants reported on line 7a of the Form 55002009-07-01344
Total of all active and inactive participants2009-07-01344
Total participants2009-07-01344

Form 5500 Responses for GROUP LIFE INSURANCE

2022: GROUP LIFE INSURANCE 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: GROUP LIFE INSURANCE 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: GROUP LIFE INSURANCE 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: GROUP LIFE INSURANCE 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: GROUP LIFE INSURANCE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: GROUP LIFE INSURANCE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: GROUP LIFE INSURANCE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: GROUP LIFE INSURANCE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: GROUP LIFE INSURANCE 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: GROUP LIFE INSURANCE 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: GROUP LIFE INSURANCE 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: GROUP LIFE INSURANCE 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: GROUP LIFE INSURANCE 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: GROUP LIFE INSURANCE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number161022/208715/1
Policy instance 1
Insurance contract or identification number161022/208715/1
Number of Individuals Covered447
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $55,460
Total amount of fees paid to insurance companyUSD $5,644
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $245,165
Commission paid to Insurance BrokerUSD $43,202
Amount paid for insurance broker fees3386
Additional information about fees paid to insurance brokerADMINSTRATION
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number161022/208715/1
Policy instance 1
Insurance contract or identification number161022/208715/1
Number of Individuals Covered462
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $63,104
Total amount of fees paid to insurance companyUSD $2,799
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $288,505
Commission paid to Insurance BrokerUSD $48,679
Insurance broker organization code?3
Amount paid for insurance broker fees2799
Additional information about fees paid to insurance brokerADMINISTRATIVE
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number161022/208715/1
Policy instance 1
Insurance contract or identification number161022/208715/1
Number of Individuals Covered472
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $64,982
Total amount of fees paid to insurance companyUSD $19,219
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $297,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,084
Amount paid for insurance broker fees12404
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number161022/208715/1
Policy instance 2
Insurance contract or identification number161022/208715/1
Number of Individuals Covered427
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $49,553
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $227,135
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,196
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202462
Policy instance 1
Insurance contract or identification number202462
Number of Individuals Covered441
Insurance policy start date2019-07-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $10,043
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,043
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202462
Policy instance 1
Insurance contract or identification number202462
Number of Individuals Covered398
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $41,565
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $231,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202462
Policy instance 1
Insurance contract or identification number202462
Number of Individuals Covered391
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $31,031
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $175,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,031
Insurance broker organization code?3
Insurance broker nameISG ADVISORS LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202462
Policy instance 1
Insurance contract or identification number202462
Number of Individuals Covered385
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $35,694
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $202,603
Commission paid to Insurance BrokerUSD $35,694
Insurance broker organization code?4
Insurance broker nameISG ADVISORS LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202462
Policy instance 1
Insurance contract or identification number202462
Number of Individuals Covered363
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $33,689
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $191,243
Commission paid to Insurance BrokerUSD $33,689
Insurance broker organization code?3
Insurance broker nameISG ADVISORS LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202462
Policy instance 1
Insurance contract or identification number202462
Number of Individuals Covered361
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $32,804
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $186,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,804
Insurance broker organization code?3
Insurance broker nameISG ADVISORS LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202462
Policy instance 1
Insurance contract or identification number202462
Number of Individuals Covered360
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $30,998
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202462
Policy instance 1
Insurance contract or identification number202462
Number of Individuals Covered351
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $26,519
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $149,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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