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LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 401k Plan overview

Plan NameLIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER
Plan identification number 502

LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

ST. MARY'S MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:ST. MARY'S MEDICAL CENTER
Employer identification number (EIN):550357050
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022017-01-01SUSAN BETH ROBINSON SUSAN BETH ROBINSON2018-07-30
5022016-01-01SUSAN BETH ROBINSON SUSAN BETH ROBINSON2017-07-28
5022015-01-01SUSAN BETH ROBINSON SUSAN BETH ROBINSON2016-07-27
5022014-01-01SUSAN BETH ROBINSON SUSAN BETH ROBINSON2015-10-14
5022013-01-01SUSAN BETH ROBINSON SUSAN BETH ROBINSON2014-08-29
5022012-01-01SUSAN ROBINSON SUSAN ROBINSON2013-07-30
5022011-01-01SUSAN ROBINSON SUSAN ROBINSON2012-07-30
5022010-01-01SUSAN ROBINSON
5022009-01-01SUSAN ROBINSON

Plan Statistics for LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER

401k plan membership statisitcs for LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER

Measure Date Value
2017: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2017 401k membership
Total participants, beginning-of-year2017-01-012,567
Total number of active participants reported on line 7a of the Form 55002017-01-012,578
Total of all active and inactive participants2017-01-012,578
2016: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2016 401k membership
Total participants, beginning-of-year2016-01-012,181
Total number of active participants reported on line 7a of the Form 55002016-01-012,177
Total of all active and inactive participants2016-01-012,177
2015: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2015 401k membership
Total participants, beginning-of-year2015-01-012,182
Total number of active participants reported on line 7a of the Form 55002015-01-012,097
Total of all active and inactive participants2015-01-012,097
2014: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2014 401k membership
Total participants, beginning-of-year2014-01-012,103
Total number of active participants reported on line 7a of the Form 55002014-01-012,162
Total of all active and inactive participants2014-01-012,162
2013: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2013 401k membership
Total participants, beginning-of-year2013-01-012,083
Total number of active participants reported on line 7a of the Form 55002013-01-012,103
Total of all active and inactive participants2013-01-012,103
2012: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2012 401k membership
Total participants, beginning-of-year2012-01-012,007
Total number of active participants reported on line 7a of the Form 55002012-01-012,083
Total of all active and inactive participants2012-01-012,083
2011: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2011 401k membership
Total participants, beginning-of-year2011-01-012,010
Total number of active participants reported on line 7a of the Form 55002011-01-012,007
Total of all active and inactive participants2011-01-012,007
2010: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2010 401k membership
Total participants, beginning-of-year2010-01-012,051
Total number of active participants reported on line 7a of the Form 55002010-01-012,010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012,010
2009: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2009 401k membership
Total participants, beginning-of-year2009-01-011,907
Total number of active participants reported on line 7a of the Form 55002009-01-012,051
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,051

Form 5500 Responses for LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER

2017: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: LIFE INSURANCE & DISABILITY FOR THE FULL-TIME EMPLOYEES OF ST. MARY'S MEDICAL CENTER 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number079283
Policy instance 1
Insurance contract or identification number079283
Number of Individuals Covered2578
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $62,959
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $683,160
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,492
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number079283
Policy instance 1
Insurance contract or identification number079283
Number of Individuals Covered2097
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $40,248
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $403,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,699
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number079283
Policy instance 1
Insurance contract or identification number079283
Number of Individuals Covered2162
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $31,164
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $384,892
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,164
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES, LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number079283
Policy instance 1
Insurance contract or identification number079283
Number of Individuals Covered2103
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,672
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $354,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,672
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SVCS OF WV INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number079283
Policy instance 1
Insurance contract or identification number079283
Number of Individuals Covered2083
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,899
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $350,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,899
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SVCS OF WV INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number079283
Policy instance 1
Insurance contract or identification number079283
Number of Individuals Covered2007
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,679
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $296,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number079283
Policy instance 1
Insurance contract or identification number079283
Number of Individuals Covered2010
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $30,881
Total amount of fees paid to insurance companyUSD $25
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
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 $327,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,881
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerBONUSES
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SRVCS OF WV INC.

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