401k Plan data: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN plan

CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 401k Plan overview

Plan Name	CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN
Plan identification number	501

CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Dental Death benefits (include travel accident but not life insurance) Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

CARDIAC ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CARDIAC ASSOCIATES, P.C.

Employer identification number (EIN): 521087711

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-02-01 BEA ATKINSON 2022-11-08
501 2020-02-01 BEA ATKINSON 2021-08-20
501 2017-02-01
501 2016-02-01 JANE GREEN
501 2015-02-01 JANE GREEN
501 2014-02-01 JANE GREEN
501 2013-02-01 JANE GREEN
501 2012-02-01 JANE GREEN
501 2011-02-01 JANE GREEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2021-02-01	BEA ATKINSON	2022-11-08
501	2020-02-01	BEA ATKINSON	2021-08-20
501	2017-02-01
501	2016-02-01	JANE GREEN
501	2015-02-01	JANE GREEN
501	2014-02-01	JANE GREEN
501	2013-02-01	JANE GREEN
501	2012-02-01	JANE GREEN
501	2011-02-01	JANE GREEN

Plan Statistics for CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN

401k plan membership statisitcs for CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN

Measure Date Value
2021: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 97
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 0
Number of retired or separated participants receiving benefits 2021-02-01 0
Number of other retired or separated participants entitled to future benefits 2021-02-01 0
Total of all active and inactive participants 2021-02-01 0
Number of employers contributing to the scheme 2021-02-01 0
2020: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 114
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 97
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 0
Total of all active and inactive participants 2020-02-01 97
Number of employers contributing to the scheme 2020-02-01 0
2017: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 105
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 82
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 0
Total of all active and inactive participants 2017-02-01 82
2016: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 103
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 105
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 105
2015: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 114
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 103
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 103
2014: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 106
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 114
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 114
2013: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 108
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 106
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 106
2012: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 109
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 108
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 108
2011: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 102
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 109
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 109

Measure	Date	Value
2021: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	97
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	0
Number of retired or separated participants receiving benefits	2021-02-01	0
Number of other retired or separated participants entitled to future benefits	2021-02-01	0
Total of all active and inactive participants	2021-02-01	0
Number of employers contributing to the scheme	2021-02-01	0
2020: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	114
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	97
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	0
Total of all active and inactive participants	2020-02-01	97
Number of employers contributing to the scheme	2020-02-01	0
2017: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	105
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	82
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	0
Total of all active and inactive participants	2017-02-01	82
2016: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	103
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	105
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	105
2015: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	114
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	103
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	103
2014: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	106
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	114
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	114
2013: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	108
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	106
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	106
2012: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	109
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	108
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	108
2011: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	102
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	109
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	109

Form 5500 Responses for CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN

2021: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	This submission is the final filing	Yes
2021-02-01	Plan funding arrangement – Insurance	Yes
2021-02-01	Plan benefit arrangement – Insurance	Yes
2020: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Plan funding arrangement – Insurance	Yes
2020-02-01	Plan benefit arrangement – Insurance	Yes
2017: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Plan funding arrangement – Insurance	Yes
2017-02-01	Plan benefit arrangement – Insurance	Yes
2016: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Insurance	Yes
2016-02-01	Plan benefit arrangement – Insurance	Yes
2015: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Insurance	Yes
2015-02-01	Plan benefit arrangement – Insurance	Yes
2014: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Insurance	Yes
2014-02-01	Plan benefit arrangement – Insurance	Yes
2013: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Insurance	Yes
2013-02-01	Plan benefit arrangement – Insurance	Yes
2012: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Insurance	Yes
2012-02-01	Plan benefit arrangement – Insurance	Yes
2011: CARDIAC ASSOCIATES, PC LIFE INSURANCE PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	First time form 5500 has been submitted	Yes
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	GL161435
Policy instance	2
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number	401639
Policy instance	1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number	GL161435
Policy instance	2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	401639
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	401639
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	401639
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	401639
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	401639
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	401639
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	401639
Policy instance	1

Potentially related plans

CARDIAC ASSOCIATES,S.C. 401(K) PROFIT SHARING PLAN [EIN = 362654256]

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Company Name:	CARDIAC ASSOCIATES, P.C.
Employer identification number (EIN):	521087711
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)