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GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 401k Plan overview

Plan NameGROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC.
Plan identification number 508

GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

BETHESDA HEALTH GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:BETHESDA HEALTH GROUP INC.
Employer identification number (EIN):430666738
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082023-01-01CAPRINA WAKEFIELD2024-06-20
5082022-01-01KATHERINE JOSLIN2023-04-11
5082021-01-01KATHERINE JOSLIN2022-05-13
5082020-01-01KATHERINE JOSLIN2021-05-05
5082019-01-01KATHERINE JOSLIN2020-08-10
5082018-01-01KATHERINE JOSLIN
5082017-01-01KATHERINE JOSLIN
5082016-01-01KATHERINE JOSLIN
5082015-01-01KATHERINE JOSLIN
5082014-01-01KATHERINE JOSLIN KATHERINE JOSLIN2015-08-28
5082013-01-01KATHERINE JOSLIN
5082012-01-01KATHERINE JOSLIN
5082011-01-01KATHERINE JOSLIN
5082009-01-01KATHERINE JOSLIN KATHERINE JOSLIN2010-08-20

Plan Statistics for GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC.

401k plan membership statisitcs for GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC.

Measure Date Value
2023: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2023 401k membership
Total participants, beginning-of-year2023-01-01644
Total number of active participants reported on line 7a of the Form 55002023-01-01688
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01688
Number of employers contributing to the scheme2023-01-010
2022: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01680
Total number of active participants reported on line 7a of the Form 55002022-01-01644
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01644
Number of employers contributing to the scheme2022-01-010
2021: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01726
Total number of active participants reported on line 7a of the Form 55002021-01-01680
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01680
Number of employers contributing to the scheme2021-01-010
2020: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01596
Total number of active participants reported on line 7a of the Form 55002020-01-01726
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01726
Number of employers contributing to the scheme2020-01-010
2019: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01766
Total number of active participants reported on line 7a of the Form 55002019-01-01902
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01902
Number of employers contributing to the scheme2019-01-010
2018: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01774
Total number of active participants reported on line 7a of the Form 55002018-01-01766
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01766
2017: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01823
Total number of active participants reported on line 7a of the Form 55002017-01-01774
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01774
2016: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01698
Total number of active participants reported on line 7a of the Form 55002016-01-01823
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01823
2015: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01585
Total number of active participants reported on line 7a of the Form 55002015-01-01698
Total of all active and inactive participants2015-01-01698
2014: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01652
Total number of active participants reported on line 7a of the Form 55002014-01-01585
Total of all active and inactive participants2014-01-01585
2013: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01667
Total number of active participants reported on line 7a of the Form 55002013-01-01652
Total of all active and inactive participants2013-01-01652
2012: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01726
Total number of active participants reported on line 7a of the Form 55002012-01-01667
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01667
Total participants2012-01-01667
2011: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01759
Total number of active participants reported on line 7a of the Form 55002011-01-01726
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01726
Total participants2011-01-01726
2009: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01692
Total number of active participants reported on line 7a of the Form 55002009-01-01756
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01756

Form 5500 Responses for GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC.

2023: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: GROUP LONG TERM DISABILITY AND GROUP SHORT TERM DISABILITY PLAN FOR BETHESDA HEALTH GROUP INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0AZ5W
Policy instance 1
Insurance contract or identification numberGUG0AZ5W
Number of Individuals Covered688
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,740
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $261,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0AZ5W
Policy instance 1
Insurance contract or identification numberGUG0AZ5W
Number of Individuals Covered644
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 $10,283
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $274,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0AZ5W
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUD0AZ5W
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUD0AZ5W
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AZ5W
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AZ5W
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AZ5W
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065874
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065875
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065875
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065874
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065874
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065875
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065874
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065875
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065874
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065875
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065874
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10065875
Policy instance 1

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