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SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 401k Plan overview

Plan NameSOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN
Plan identification number 502

SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Other welfare benefit cover

401k Sponsoring company profile

SOUTHERN MEDICAL HEALTH SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN MEDICAL HEALTH SYSTEMS, INC.
Employer identification number (EIN):630885975
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022024-01-01REBECCA CRAWFORD
5022023-01-01
5022023-01-01REBECCA CRAWFORD
5022022-01-01
5022022-01-01REBECCA CRAWFORD
5022021-01-01
5022021-01-01REBECCA CRAWFORD
5022020-01-01
5022019-01-01
5022018-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2019-07-21
5022017-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2018-07-21
5022016-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2017-07-18
5022015-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2016-10-05
5022014-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2015-10-12
5022013-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2014-10-10
5022012-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2013-10-11
5022011-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2012-10-15
5022009-01-01REBECCA A. CRAWFORD REBECCA A. CRAWFORD2010-10-13

Plan Statistics for SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN

401k plan membership statisitcs for SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN

Measure Date Value
2023: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,564
Total number of active participants reported on line 7a of the Form 55002023-01-011,575
Total of all active and inactive participants2023-01-011,575
Total participants2023-01-011,575
2022: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,596
Total number of active participants reported on line 7a of the Form 55002022-01-011,564
Total of all active and inactive participants2022-01-011,564
Total participants2022-01-011,564
2021: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,939
Total number of active participants reported on line 7a of the Form 55002021-01-011,596
Total of all active and inactive participants2021-01-011,596
Total participants2021-01-011,596
2020: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,955
Total number of active participants reported on line 7a of the Form 55002020-01-011,939
Total of all active and inactive participants2020-01-011,939
Total participants2020-01-011,939
2019: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,872
Total number of active participants reported on line 7a of the Form 55002019-01-011,955
Total of all active and inactive participants2019-01-011,955
Total participants2019-01-011,955
2018: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,797
Total number of active participants reported on line 7a of the Form 55002018-01-011,872
Total of all active and inactive participants2018-01-011,872
Total participants2018-01-011,872
2017: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,818
Total number of active participants reported on line 7a of the Form 55002017-01-011,797
Total of all active and inactive participants2017-01-011,797
Total participants2017-01-011,797
2016: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,890
Total number of active participants reported on line 7a of the Form 55002016-01-011,818
Total of all active and inactive participants2016-01-011,818
Total participants2016-01-011,818
2015: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,787
Total number of active participants reported on line 7a of the Form 55002015-01-011,890
Total of all active and inactive participants2015-01-011,890
Total participants2015-01-011,890
2014: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,683
Total number of active participants reported on line 7a of the Form 55002014-01-011,787
Total of all active and inactive participants2014-01-011,787
Total participants2014-01-011,787
2013: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,343
Total number of active participants reported on line 7a of the Form 55002013-01-011,683
Total of all active and inactive participants2013-01-011,683
Total participants2013-01-011,683
2012: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,276
Total number of active participants reported on line 7a of the Form 55002012-01-011,343
Total of all active and inactive participants2012-01-011,343
Total participants2012-01-011,343
Number of employers contributing to the scheme2012-01-017
2011: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,077
Total number of active participants reported on line 7a of the Form 55002011-01-011,276
Total of all active and inactive participants2011-01-011,276
Total participants2011-01-011,276
2009: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,058
Total number of active participants reported on line 7a of the Form 55002009-01-011,063
Total of all active and inactive participants2009-01-011,063
Total participants2009-01-011,063

Form 5500 Responses for SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN

2023: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 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: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 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: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 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: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 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: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 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: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 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: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SOUTHERN MEDICAL HEALTH SYSTEMS, INC. LIFE AND AD&D PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000403008418 00
Policy instance 4
Insurance contract or identification number000403008418 00
Number of Individuals Covered264
Insurance policy start date2023-06-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $119
Total amount of fees paid to insurance companyUSD $0
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 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
Other welfare benefits providedAD&D
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 $1,984
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010275819 00
Policy instance 3
Insurance contract or identification number000010275819 00
Number of Individuals Covered1026
Insurance policy start date2023-06-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,687
Total amount of fees paid to insurance companyUSD $5,821
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 BenefitNo
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 $44,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400275820 00
Policy instance 2
Insurance contract or identification number000400275820 00
Number of Individuals Covered285
Insurance policy start date2023-06-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,736
Total amount of fees paid to insurance companyUSD $5,928
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 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 $45,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70601-9
Policy instance 1
Insurance contract or identification number70601-9
Number of Individuals Covered1617
Insurance policy start date2023-01-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $10,685
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 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
Other welfare benefits providedAD&D
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 $83,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number
Policy instance 1
Number of Individuals Covered1564
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $27,237
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 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
Other welfare benefits providedAD&D
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 $180,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70601-9
Policy instance 1
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70601-9
Policy instance 1
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70601-9
Policy instance 1
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number70601-9
Policy instance 3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR672931
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL668954
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR672931
Policy instance 2
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL668954
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668954
Policy instance 1
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 668954
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0390039
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965357
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963722
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965357
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965357
Policy instance 1
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberALL00003
Policy instance 1

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