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ELITE PHYSICAL THERAPY LIFE PLAN 401k Plan overview

Plan NameELITE PHYSICAL THERAPY LIFE PLAN
Plan identification number 501

ELITE PHYSICAL THERAPY LIFE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • 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

ELITE PHYSICAL THERAPY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ELITE PHYSICAL THERAPY, INC.
Employer identification number (EIN):010686228
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELITE PHYSICAL THERAPY LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-08-01PATRICIA MELKOUN2021-02-17
5012018-08-01STEPHANIE SENERCHIA2019-12-04

Plan Statistics for ELITE PHYSICAL THERAPY LIFE PLAN

401k plan membership statisitcs for ELITE PHYSICAL THERAPY LIFE PLAN

Measure Date Value
2019: ELITE PHYSICAL THERAPY LIFE PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01105
Total number of active participants reported on line 7a of the Form 55002019-08-0187
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-0187
Number of employers contributing to the scheme2019-08-010
2018: ELITE PHYSICAL THERAPY LIFE PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01101
Total number of active participants reported on line 7a of the Form 55002018-08-01105
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-01105
Number of employers contributing to the scheme2018-08-010

Form 5500 Responses for ELITE PHYSICAL THERAPY LIFE PLAN

2019: ELITE PHYSICAL THERAPY LIFE PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: ELITE PHYSICAL THERAPY LIFE PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01First time form 5500 has been submittedYes
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number223752
Policy instance 1
Insurance contract or identification number223752
Number of Individuals Covered87
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $1,422
Total amount of fees paid to insurance companyUSD $165
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $18,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,397
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberLIF94049
Policy instance 1
Insurance contract or identification numberLIF94049
Number of Individuals Covered100
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $1,409
Total amount of fees paid to insurance companyUSD $135
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $18,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,409
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE

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