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UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 401k Plan overview

Plan NameUNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN
Plan identification number 501

UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

UNIV OF TEXAS SYSTEM MEDICAL FDN has sponsored the creation of one or more 401k plans.

Company Name:UNIV OF TEXAS SYSTEM MEDICAL FDN
Employer identification number (EIN):741769336
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-07-01
5012018-07-01
5012017-07-01PATRICIA BUTLER
5012016-07-01PATRICIA BUTLER
5012015-07-01PATRICIA BUTLER
5012014-07-01PATRICIA BUTLER
5012013-07-01PATRICIA BUTLER
5012012-07-01DAVID KUSNERIK
5012011-07-01DAVID KUSNERIK
5012010-07-01DAVID KUSNERIK
5012009-07-01DAVID KUSNERIK

Plan Statistics for UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN

401k plan membership statisitcs for UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN

Measure Date Value
2019: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0160
Total of all active and inactive participants2019-07-010
Total participants2019-07-010
Number of participants with account balances2019-07-010
2018: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,121
Total number of active participants reported on line 7a of the Form 55002018-07-011,133
Number of retired or separated participants receiving benefits2018-07-017
Total of all active and inactive participants2018-07-011,140
Total participants2018-07-011,140
2017: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,071
Total number of active participants reported on line 7a of the Form 55002017-07-011,112
Number of retired or separated participants receiving benefits2017-07-019
Total of all active and inactive participants2017-07-011,121
Total participants2017-07-011,121
2016: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,016
Total number of active participants reported on line 7a of the Form 55002016-07-011,061
Number of retired or separated participants receiving benefits2016-07-0110
Total of all active and inactive participants2016-07-011,071
Total participants2016-07-011,071
2015: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01982
Total number of active participants reported on line 7a of the Form 55002015-07-011,016
Number of retired or separated participants receiving benefits2015-07-011
Total of all active and inactive participants2015-07-011,017
Total participants2015-07-010
2014: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01967
Total number of active participants reported on line 7a of the Form 55002014-07-01981
Number of retired or separated participants receiving benefits2014-07-011
Total of all active and inactive participants2014-07-01982
Total participants2014-07-010
2013: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01926
Total number of active participants reported on line 7a of the Form 55002013-07-01964
Number of retired or separated participants receiving benefits2013-07-013
Total of all active and inactive participants2013-07-01967
Total participants2013-07-010
2012: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01909
Total number of active participants reported on line 7a of the Form 55002012-07-01925
Number of retired or separated participants receiving benefits2012-07-011
Total of all active and inactive participants2012-07-01926
Total participants2012-07-010
2011: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01909
Total number of active participants reported on line 7a of the Form 55002011-07-01903
Number of retired or separated participants receiving benefits2011-07-016
Total of all active and inactive participants2011-07-01909
Total participants2011-07-01909
2010: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01978
Total number of active participants reported on line 7a of the Form 55002010-07-01904
Number of retired or separated participants receiving benefits2010-07-015
Total of all active and inactive participants2010-07-01909
Total participants2010-07-01909
2009: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01859
Total number of active participants reported on line 7a of the Form 55002009-07-01911
Total of all active and inactive participants2009-07-01911
Total participants2009-07-01911

Form 5500 Responses for UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN

2019: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2010: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – General assets of the sponsorYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HEALTH PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 1
Insurance contract or identification number27422
Number of Individuals Covered65
Insurance policy start date2019-07-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $604
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $604
Insurance broker organization code?3
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 2
Insurance contract or identification number44-03633
Number of Individuals Covered60
Insurance policy start date2019-07-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $59
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59
Insurance broker organization code?3
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 2
Insurance contract or identification number44-03633
Number of Individuals Covered1509
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $10,590
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $352,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,590
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 1
Insurance contract or identification number27422
Number of Individuals Covered1143
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $6,939
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,939
Insurance broker organization code?3
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 2
Insurance contract or identification number44-03633
Number of Individuals Covered1681
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $10,473
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $349,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 1
Insurance contract or identification number27422
Number of Individuals Covered1792
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $6,341
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 2
Insurance contract or identification number44-03633
Number of Individuals Covered1532
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $9,543
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $317,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,543
Insurance broker organization code?3
Insurance broker nameDAVID B. WHELESS
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 1
Insurance contract or identification number27422
Number of Individuals Covered1296
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,229
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,229
Insurance broker organization code?3
Insurance broker nameDAVID B. WHELESS
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 2
Insurance contract or identification number44-03633
Number of Individuals Covered1346
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $9,232
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $307,688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,232
Insurance broker organization code?3
Insurance broker nameDAVID B. WHELESS
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 1
Insurance contract or identification number27422
Number of Individuals Covered1244
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $6,022
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,022
Insurance broker organization code?3
Insurance broker nameDAVID B. WHELESS
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 2
Insurance contract or identification number44-03633
Number of Individuals Covered969
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $9,069
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $302,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,069
Insurance broker organization code?3
Insurance broker nameDAVID B. WHELESS
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 1
Insurance contract or identification number27422
Number of Individuals Covered1228
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $4,341
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,341
Insurance broker organization code?3
Insurance broker nameDAVID BROWNELL WHELESS
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 1
Insurance contract or identification number44-03633
Number of Individuals Covered1305
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $8,605
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $286,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,605
Insurance broker organization code?3
Insurance broker nameDAVID B. WHELESS
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 2
Insurance contract or identification number27422
Number of Individuals Covered1184
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $5,095
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,119
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,095
Insurance broker organization code?3
Insurance broker nameDAVID BROWNELL WHELESS
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 2
Insurance contract or identification number27422
Number of Individuals Covered1135
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $5,426
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 1
Insurance contract or identification number44-03633
Number of Individuals Covered1390
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $8,455
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $281,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number44-03633
Policy instance 1
Insurance contract or identification number44-03633
Number of Individuals Covered1228
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $7,623
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $280,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number27422
Policy instance 2
Insurance contract or identification number27422
Number of Individuals Covered1120
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,427
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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