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GROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC 401k Plan overview

Plan NameGROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC
Plan identification number 501

GROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Other welfare benefit cover

401k Sponsoring company profile

FINANCIAL HEALTH STRATEGIES INC has sponsored the creation of one or more 401k plans.

Company Name:FINANCIAL HEALTH STRATEGIES INC
Employer identification number (EIN):522002429
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about FINANCIAL HEALTH STRATEGIES INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4589997

More information about FINANCIAL HEALTH STRATEGIES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012012-05-01HAL STERN

Plan Statistics for GROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC

401k plan membership statisitcs for GROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC

Measure Date Value
2012: GROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC 2012 401k membership
Total participants, beginning-of-year2012-05-01148
Total number of active participants reported on line 7a of the Form 55002012-05-010
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-010

Form 5500 Responses for GROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC

2012: GROUP LIFE DEPENDENT LIFE ACCIDENTAL DEATH AND DISMEMBERMENT AND DEPENDENT AD&D INSURANCE FOR EMPLOYEES OF FINANCIAL HEALTH STRATEGIES INC 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01First time form 5500 has been submittedYes
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingYes
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010141836
Policy instance 1
Insurance contract or identification number000010141836
Number of Individuals Covered105
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $318
Total amount of fees paid to insurance companyUSD $162
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $318
Amount paid for insurance broker fees162
Additional information about fees paid to insurance brokerFEES OVERRIDES AND BONUS
Insurance broker organization code?3
Insurance broker nameKELLY & ASSOCIATES INSURANCE GROUP

Potentially related plans

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