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HEALTH PLAN 401k Plan overview

Plan NameHEALTH PLAN
Plan identification number 502

HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

JAEB CENTER FOR HEALTH RESEARCH FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAEB CENTER FOR HEALTH RESEARCH FOUNDATION, INC.
Employer identification number (EIN):593187624
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022024-02-01ADAM GLASSMAN
5022023-02-01
5022023-02-01ADAM GLASSMAN
5022022-02-01
5022022-02-01ADAM GLASSMAN
5022021-02-01
5022021-02-01ROY BECK
5022020-02-01
5022019-02-01
5022017-02-01ROY BECK ROY BECK2018-08-28
5022016-02-01ROY BECK ROY BECK2017-08-21

Plan Statistics for HEALTH PLAN

401k plan membership statisitcs for HEALTH PLAN

Measure Date Value
2023: HEALTH PLAN 2023 401k membership
Total participants, beginning-of-year2023-02-01149
Total number of active participants reported on line 7a of the Form 55002023-02-01156
Number of retired or separated participants receiving benefits2023-02-010
Number of other retired or separated participants entitled to future benefits2023-02-010
Total of all active and inactive participants2023-02-01156
2022: HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01130
Total number of active participants reported on line 7a of the Form 55002022-02-01136
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-01136
2021: HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01114
Total number of active participants reported on line 7a of the Form 55002021-02-01130
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-01130
2020: HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01140
Total number of active participants reported on line 7a of the Form 55002020-02-01114
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-01114
2019: HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-0172
Total number of active participants reported on line 7a of the Form 55002019-02-01140
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-01140
2017: HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-0175
Total number of active participants reported on line 7a of the Form 55002017-02-0175
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-0175
2016: HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-0162
Total number of active participants reported on line 7a of the Form 55002016-02-0175
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-0175

Form 5500 Responses for HEALTH PLAN

2023: HEALTH PLAN 2023 form 5500 responses
2023-02-01Type of plan entitySingle employer plan
2023-02-01Submission has been amendedNo
2023-02-01This submission is the final filingNo
2023-02-01This return/report is a short plan year return/report (less than 12 months)No
2023-02-01Plan is a collectively bargained planNo
2023-02-01Plan funding arrangement – InsuranceYes
2023-02-01Plan benefit arrangement – InsuranceYes
2022: HEALTH PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: HEALTH PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: HEALTH PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: HEALTH PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2017: HEALTH PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: HEALTH PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01First time form 5500 has been submittedYes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number930840
Policy instance 1
Insurance contract or identification number930840
Number of Individuals Covered183
Insurance policy start date2023-02-01
Insurance policy end date2024-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $73,239
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 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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
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 $1,219,446
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 number00628981
Policy instance 1
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract number00628981
Policy instance 1
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract number00628981
Policy instance 1
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract number31520
Policy instance 1
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract number31520
Policy instance 1

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