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UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN 401k Plan overview

Plan NameUNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN
Plan identification number 501

UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

UNIVERSITY OF ARIZONA FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF ARIZONA FOUNDATION
Employer identification number (EIN):866050388
NAIC Classification:611000

Additional information about UNIVERSITY OF ARIZONA FOUNDATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3167273

More information about UNIVERSITY OF ARIZONA FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01CRAIG BARKER2024-03-06

Plan Statistics for UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN

401k plan membership statisitcs for UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN

Measure Date Value
2022: UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01100
Total number of active participants reported on line 7a of the Form 55002022-07-01121
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01121
Number of employers contributing to the scheme2022-07-010

Form 5500 Responses for UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN

2022: UNIVERSITY OF ARIZONA FOUNDATION EMPLOYEE BENEFITS PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01First time form 5500 has been submittedYes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05560196
Policy instance 1
Insurance contract or identification numberKM05560196
Number of Individuals Covered235
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $39,255
Total amount of fees paid to insurance companyUSD $12,524
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $217,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,255
Amount paid for insurance broker fees8815
Additional information about fees paid to insurance brokerTPA ADMIN FEES
Insurance broker organization code?5
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number636447
Policy instance 2
Insurance contract or identification number636447
Number of Individuals Covered169
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $59,516
Health Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $410,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees37398
Additional information about fees paid to insurance brokerBENEFIT ADVISOR FEES
Insurance broker organization code?3
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2646
Policy instance 3
Insurance contract or identification number2646
Number of Individuals Covered121
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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