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ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN 401k Plan overview

Plan NameORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN
Plan identification number 507

ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

ORTHOPAEDIC ASSOCIATES OF PORTLAND, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC ASSOCIATES OF PORTLAND, P.A.
Employer identification number (EIN):010356992
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072014-01-01COLETTE DAVIES COLETTE DAVIES2015-10-15
5072013-01-01KIM FOGLIO KIM FOGLIO2014-10-14
5072012-01-01KIM FOGLIO KIM FOGLIO2013-10-11
5072011-01-01KIM FOGLIO KIM FOGLIO2012-07-27
5072009-01-01KIM FOGLIO KIM FOGLIO2010-07-28

Plan Statistics for ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN

401k plan membership statisitcs for ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN

Measure Date Value
2014: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01178
Total number of active participants reported on line 7a of the Form 55002014-01-010
Total of all active and inactive participants2014-01-010
2013: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01178
Total number of active participants reported on line 7a of the Form 55002013-01-01178
Total of all active and inactive participants2013-01-01178
2012: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01208
Total number of active participants reported on line 7a of the Form 55002012-01-01178
Total of all active and inactive participants2012-01-01178
2011: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01208
Total of all active and inactive participants2011-01-01208
2009: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01194
Total of all active and inactive participants2009-01-01194

Form 5500 Responses for ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN

2014: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD 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: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD 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: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD 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: ORTHOPAEDIC ASSOCIATES OF PORTLAND, PA LTD PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567550
Policy instance 1
Insurance contract or identification number567550
Number of Individuals Covered174
Insurance policy start date2014-01-01
Insurance policy end date2014-04-01
Total amount of commissions paid to insurance brokerUSD $5,342
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,342
Insurance broker organization code?3
Insurance broker nameE A SCRIBNER INSURANCE AGENCY
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567550
Policy instance 1
Insurance contract or identification number567550
Number of Individuals Covered178
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,343
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $185,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,343
Insurance broker organization code?3
Insurance broker nameE A SCRIBNER INSURANCE AGENCY
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567550
Policy instance 1
Insurance contract or identification number567550
Number of Individuals Covered165
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $20,943
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $226,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,943
Insurance broker organization code?3
Insurance broker nameE A SCRIBNER INSURANCE AGENCY
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567550
Policy instance 1
Insurance contract or identification number567550
Number of Individuals Covered210
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,076
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $230,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number567550
Policy instance 1
Insurance contract or identification number567550
Number of Individuals Covered201
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $21,075
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $210,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,075
Insurance broker organization code?3
Insurance broker nameE A SCRIBNER INSURANCE AGENCY

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