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| Plan Name | LONG TERM DISABILITY PLAN |
| Plan identification number | 504 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | CARILION CLINIC |
| Employer identification number (EIN): | 541190771 |
| NAIC Classification: | 551112 |
| NAIC Description: | Offices of Other Holding Companies |
Additional information about CARILION CLINIC
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1981-12-15 |
| Company Identification Number: | 0224902 |
| Legal Registered Office Address: |
OFFICE OF COROPRATE COUNSEL 213 SOUTH JEFFERSON STREET, SUITE 1600 ROANOKE United States of America (USA) 24011 |
More information about CARILION CLINIC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 504 | 2021-01-01 | ||||
| 504 | 2021-01-01 | HEATHER DAVENPORT | |||
| 504 | 2020-01-01 | ||||
| 504 | 2019-01-01 | ||||
| 504 | 2018-01-01 | ||||
| 504 | 2017-01-01 | HEATHER SHEPARDSON | HEATHER SHEPARDSON | 2018-09-05 | |
| 504 | 2016-01-01 | HEATHER SHEPARDSON | HEATHER SHEPARDSON | 2017-10-13 | |
| 504 | 2015-01-01 | HEATHER SHEPARDSON | HEATHER SHEPARDSON | 2016-10-10 | |
| 504 | 2014-01-01 | HEATHER SHEPARDSON | HEATHER SHEPARDSON | 2015-09-29 | |
| 504 | 2013-01-01 | HEATHER SHEPARDSON | HEATHER SHEPARDSON | 2014-10-09 | |
| 504 | 2012-01-01 | JEANNE ARMENTROUT | JEANNE ARMENTROUT | 2013-07-29 | |
| 504 | 2011-01-01 | JEANNE ARMENTROUT | JEANNE ARMENTROUT | 2012-10-11 | |
| 504 | 2010-01-01 | JEANNE ARMENTROUT | JEANNE ARMENTROUT | 2011-10-10 | |
| 504 | 2009-01-01 | JEANNE ARMENTROUT | JEANNE ARMENTROUT | 2010-10-13 |
| Measure | Date | Value |
|---|---|---|
| 2021: LONG TERM DISABILITY PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| 2020: LONG TERM DISABILITY PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 8,014 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7,859 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 155 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 8,020 |
| Total participants | 2020-01-01 | 8,020 |
| 2019: LONG TERM DISABILITY PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 7,992 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7,765 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 163 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
| Total of all active and inactive participants | 2019-01-01 | 7,934 |
| Total participants | 2019-01-01 | 7,934 |
| 2018: LONG TERM DISABILITY PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 8,007 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7,756 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 193 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 7,954 |
| 2017: LONG TERM DISABILITY PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 7,738 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7,780 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 182 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 7,962 |
| 2016: LONG TERM DISABILITY PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 7,424 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7,545 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 191 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 7,738 |
| 2015: LONG TERM DISABILITY PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 7,419 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7,307 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 115 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 7,424 |
| 2014: LONG TERM DISABILITY PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 7,715 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7,282 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 127 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
| Total of all active and inactive participants | 2014-01-01 | 7,419 |
| 2013: LONG TERM DISABILITY PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 7,564 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7,492 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 209 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
| Total of all active and inactive participants | 2013-01-01 | 7,715 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 7,715 |
| 2012: LONG TERM DISABILITY PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 7,633 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7,368 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 181 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 15 |
| Total of all active and inactive participants | 2012-01-01 | 7,564 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 7,564 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Number of employers contributing to the scheme | 2012-01-01 | 0 |
| 2011: LONG TERM DISABILITY PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 7,246 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7,398 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 226 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
| Total of all active and inactive participants | 2011-01-01 | 7,633 |
| Total participants | 2011-01-01 | 7,633 |
| 2010: LONG TERM DISABILITY PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 7,739 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7,007 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 223 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 16 |
| Total of all active and inactive participants | 2010-01-01 | 7,246 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 7,246 |
| 2009: LONG TERM DISABILITY PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 7,580 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7,658 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 61 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 20 |
| Total of all active and inactive participants | 2009-01-01 | 7,739 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7,739 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2021: LONG TERM DISABILITY PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: LONG TERM DISABILITY PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: LONG TERM DISABILITY PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: LONG TERM DISABILITY PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: LONG TERM DISABILITY PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: LONG TERM DISABILITY PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: LONG TERM DISABILITY PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: LONG TERM DISABILITY PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: LONG TERM DISABILITY PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LONG TERM DISABILITY PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: LONG TERM DISABILITY PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: LONG TERM DISABILITY PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LONG TERM DISABILITY PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |
| Policy contract number | 648378 |
| Policy instance | 2 |
| THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | GLT-675143 |
| Policy instance | 1 |
| THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | GLT-675143 |
| Policy instance | 1 |