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ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN 401k Plan overview

Plan NameADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN
Plan identification number 502

ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED ORTHOPAEDIC ASSOCIATES, P.A.
Employer identification number (EIN):481253024
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ADVANCED ORTHOPAEDIC ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1996-11-15
Company Identification Number: P96000093863
Legal Registered Office Address: 201 EAST KENNEDY BLVD.

TAMPA

33601

More information about ADVANCED ORTHOPAEDIC ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01AMANDA ERMEY2023-07-17
5022021-01-01AMANDA ERMEY2022-10-12
5022020-01-01
5022020-01-01COURTNEY BACHRODT2022-12-15

Plan Statistics for ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN

401k plan membership statisitcs for ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN

Measure Date Value
2022: ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-01134
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 participants2022-01-01134
Number of employers contributing to the scheme2022-01-010
2021: ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01118
Total number of active participants reported on line 7a of the Form 55002021-01-01118
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 participants2021-01-01118
Number of employers contributing to the scheme2021-01-010
2020: ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01101
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Total of all active and inactive participants2020-01-0194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Number of employers contributing to the scheme2020-01-010

Form 5500 Responses for ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN

2022: ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN 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: ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN 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: ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. LIFE INSURANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05968487
Policy instance 1
Insurance contract or identification numberKM05968487
Number of Individuals Covered315
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,820
Total amount of fees paid to insurance companyUSD $987
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $78,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,820
Amount paid for insurance broker fees983
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION, SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5968487
Policy instance 1
Insurance contract or identification number5968487
Number of Individuals Covered311
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,208
Total amount of fees paid to insurance companyUSD $1,267
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $88,056
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,208
Amount paid for insurance broker fees1267
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION, SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5968487
Policy instance 1
Insurance contract or identification number5968487
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $467
Total amount of fees paid to insurance companyUSD $82
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $467
Amount paid for insurance broker fees82
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Dental Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes

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