401k Plan data: PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN plan

PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN 401k Plan overview

Plan Name	PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN
Plan identification number	501

PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

PREFERRED MEDICAL MARKETING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PREFERRED MEDICAL MARKETING CORPORATION

Employer identification number (EIN): 561544376

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-04-01

Plan Statistics for PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN

401k plan membership statisitcs for PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN

Measure Date Value
2022: PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 125
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 132
Number of retired or separated participants receiving benefits 2022-04-01 0
Number of other retired or separated participants entitled to future benefits 2022-04-01 2
Total of all active and inactive participants 2022-04-01 134

Measure	Date	Value
2022: PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	125
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	132
Number of retired or separated participants receiving benefits	2022-04-01	0
Number of other retired or separated participants entitled to future benefits	2022-04-01	2
Total of all active and inactive participants	2022-04-01	134

Form 5500 Responses for PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN

2022: PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	First time form 5500 has been submitted	Yes
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Insurance	Yes
2022-04-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1156130

Policy instance

Insurance contract or identification number	1156130
Number of Individuals Covered	132
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
Total amount of commissions paid to insurance broker	USD $22,316
Total amount of fees paid to insurance company	USD $10,272
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	CRITICAL ILLNESS, ACCIDENT
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 Carrier	USD $191,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,316
Amount paid for insurance broker fees	10272
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

927607

Policy instance

Insurance contract or identification number	927607
Number of Individuals Covered	197
Insurance policy start date	2022-04-01
Insurance policy end date	2023-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $46,269
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $815,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	46269
Additional information about fees paid to insurance broker	SERVICE FEE AGREEMENT
Insurance broker organization code?	3

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Company Name:	PREFERRED MEDICAL MARKETING CORPORATION
Employer identification number (EIN):	561544376
NAIC Classification:	541600