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NORRIS & STEVENS INC MEDICAL PLAN 401k Plan overview

Plan NameNORRIS & STEVENS INC MEDICAL PLAN
Plan identification number 501

NORRIS & STEVENS INC MEDICAL PLAN Benefits

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

401k Sponsoring company profile

NORRIS & STEVENS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORRIS & STEVENS, INC.
Employer identification number (EIN):930570087
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about NORRIS & STEVENS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2068-07-30
Company Identification Number: 8405516
Legal Registered Office Address: 900 SW 5TH AVE STE 1700

PORTLAND
United States of America (USA)
97204

More information about NORRIS & STEVENS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORRIS & STEVENS INC MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01COLLEEN NELMARK2023-10-06
5012021-01-01COLLEEN NELMARK2022-10-11
5012021-01-01COLLEEN NELMARK2023-11-15

Plan Statistics for NORRIS & STEVENS INC MEDICAL PLAN

401k plan membership statisitcs for NORRIS & STEVENS INC MEDICAL PLAN

Measure Date Value
2022: NORRIS & STEVENS INC MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01139
Total number of active participants reported on line 7a of the Form 55002022-01-01157
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01157
Number of employers contributing to the scheme2022-01-010
2021: NORRIS & STEVENS INC MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01101
Total number of active participants reported on line 7a of the Form 55002021-01-01139
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01139
Number of employers contributing to the scheme2021-01-010

Form 5500 Responses for NORRIS & STEVENS INC MEDICAL PLAN

2022: NORRIS & STEVENS INC MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: NORRIS & STEVENS INC MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3193
Policy instance 1
Insurance contract or identification number3193
Number of Individuals Covered157
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $32,163
Total amount of fees paid to insurance companyUSD $147
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,070,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,163
Amount paid for insurance broker fees147
Additional information about fees paid to insurance brokerRETENTION BONUS, NON-MONETARY COMPENSATION
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3193
Policy instance 1
Insurance contract or identification number3193
Number of Individuals Covered139
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $27,628
Total amount of fees paid to insurance companyUSD $535
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $937,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,628
Amount paid for insurance broker fees535
Additional information about fees paid to insurance brokerBONUS, RETENTION BONUS
Insurance broker organization code?3
Vision Insurance Welfare BenefitYes

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