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UNITED METHODIST FAMILY SERVICES OF VIRGINIA 401k Plan overview

Plan NameUNITED METHODIST FAMILY SERVICES OF VIRGINIA
Plan identification number 502

UNITED METHODIST FAMILY SERVICES OF VIRGINIA Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

UNITED METHODIST FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:UNITED METHODIST FAMILY SERVICES
Employer identification number (EIN):540505969
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED METHODIST FAMILY SERVICES OF VIRGINIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-09-01ROBIN MYERS2024-12-23
5022022-09-01ROBIN MYERS2024-03-07
5022021-09-01ERICA ELLISON2022-12-28
5022020-09-01ERICA ELLISON2022-01-19
5022017-09-01
5022016-09-01
5022015-09-01ARIC ALVAREZ
5022014-09-01ARIC ALVAREZ
5022013-09-01EBONY JONES
5022012-09-01EBONY JONES
5022011-09-01EBONY JONES
5022010-09-01EBONY JONES
5022009-09-01SHERRY LEYSHON NAPOLITAN

Plan Statistics for UNITED METHODIST FAMILY SERVICES OF VIRGINIA

401k plan membership statisitcs for UNITED METHODIST FAMILY SERVICES OF VIRGINIA

Measure Date Value
2023: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2023 401k membership
Total participants, beginning-of-year2023-09-01238
Total number of active participants reported on line 7a of the Form 55002023-09-01253
Number of retired or separated participants receiving benefits2023-09-010
Number of other retired or separated participants entitled to future benefits2023-09-010
Total of all active and inactive participants2023-09-01253
Number of employers contributing to the scheme2023-09-010
2022: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2022 401k membership
Total participants, beginning-of-year2022-09-01223
Total number of active participants reported on line 7a of the Form 55002022-09-01238
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-010
Total of all active and inactive participants2022-09-01238
Number of employers contributing to the scheme2022-09-010
2021: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2021 401k membership
Total participants, beginning-of-year2021-09-01246
Total number of active participants reported on line 7a of the Form 55002021-09-01223
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-01223
Number of employers contributing to the scheme2021-09-010
2020: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2020 401k membership
Total participants, beginning-of-year2020-09-01278
Total number of active participants reported on line 7a of the Form 55002020-09-01246
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-01246
Number of employers contributing to the scheme2020-09-010
2017: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2017 401k membership
Total participants, beginning-of-year2017-09-01298
Total number of active participants reported on line 7a of the Form 55002017-09-01289
Number of retired or separated participants receiving benefits2017-09-012
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01291
Number of employers contributing to the scheme2017-09-010
2016: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2016 401k membership
Total participants, beginning-of-year2016-09-01255
Total number of active participants reported on line 7a of the Form 55002016-09-01249
Number of retired or separated participants receiving benefits2016-09-011
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01250
2015: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2015 401k membership
Total participants, beginning-of-year2015-09-01227
Total number of active participants reported on line 7a of the Form 55002015-09-01254
Number of retired or separated participants receiving benefits2015-09-011
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01255
2014: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2014 401k membership
Total participants, beginning-of-year2014-09-01351
Total number of active participants reported on line 7a of the Form 55002014-09-01227
Number of retired or separated participants receiving benefits2014-09-017
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01234
2013: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2013 401k membership
Total participants, beginning-of-year2013-09-01187
Total number of active participants reported on line 7a of the Form 55002013-09-01210
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-01210
2012: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2012 401k membership
Total participants, beginning-of-year2012-09-01184
Total number of active participants reported on line 7a of the Form 55002012-09-01193
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-01193
2011: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2011 401k membership
Total participants, beginning-of-year2011-09-01181
Total number of active participants reported on line 7a of the Form 55002011-09-01187
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-01187
2010: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2010 401k membership
Total participants, beginning-of-year2010-09-01162
Total number of active participants reported on line 7a of the Form 55002010-09-01181
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-010
Total of all active and inactive participants2010-09-01181
2009: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2009 401k membership
Total participants, beginning-of-year2009-09-01134
Total number of active participants reported on line 7a of the Form 55002009-09-01144
Number of retired or separated participants receiving benefits2009-09-011
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01145

Form 5500 Responses for UNITED METHODIST FAMILY SERVICES OF VIRGINIA

2023: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2023 form 5500 responses
2023-09-01Type of plan entitySingle employer plan
2023-09-01Plan funding arrangement – InsuranceYes
2023-09-01Plan benefit arrangement – InsuranceYes
2022: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan benefit arrangement – InsuranceYes
2021: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2017: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2010: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan benefit arrangement – InsuranceYes
2009: UNITED METHODIST FAMILY SERVICES OF VIRGINIA 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number891695G
Policy instance 2
Insurance contract or identification number891695G
Number of Individuals Covered253
Insurance policy start date2023-09-01
Insurance policy end date2024-08-31
Total amount of commissions paid to insurance brokerUSD $13,698
Total amount of fees paid to insurance companyUSD $2,942
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $136,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 1
Insurance contract or identification number3336170
Number of Individuals Covered190
Insurance policy start date2023-09-01
Insurance policy end date2024-08-31
Total amount of commissions paid to insurance brokerUSD $4,377
Total amount of fees paid to insurance companyUSD $35,694
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,856,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number891695G
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number891695G
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number891695G
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 1
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number33521
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 2
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number33521
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 2
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number33521
Policy instance 1
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number33521
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3336170
Policy instance 2
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number4183-I000,I099
Policy instance 3
HEALTHKEEPERS, INC (National Association of Insurance Commissioners NAIC id number: 95169 )
Policy contract number5429
Policy instance 2
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number5429
Policy instance 1
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number4183-I000,I099
Policy instance 3
HEALTHKEEPERS, INC (National Association of Insurance Commissioners NAIC id number: 95169 )
Policy contract number5429
Policy instance 2
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number5429
Policy instance 1

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