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PERMIRA ADVISERS, LLC HEALTH AAND WELFARE BENEFITS PLAN 401k Plan overview

Plan NamePERMIRA ADVISERS, LLC HEALTH AAND WELFARE BENEFITS PLAN
Plan identification number 501

PERMIRA ADVISERS, LLC HEALTH AAND WELFARE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

PERMIRA ADVISERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:PERMIRA ADVISERS, LLC
Employer identification number (EIN):020565670
NAIC Classification:523900

Additional information about PERMIRA ADVISERS, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2002-02-05
Company Identification Number: 2727610
Legal Registered Office Address: 320 PARK AVENUE
23RD FL
NEW YORK
United States of America (USA)
10022

More information about PERMIRA ADVISERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERMIRA ADVISERS, LLC HEALTH AAND WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-08-01
5012023-08-01JOHN COYLE

Form 5500 Responses for PERMIRA ADVISERS, LLC HEALTH AAND WELFARE BENEFITS PLAN

2023: PERMIRA ADVISERS, LLC HEALTH AAND WELFARE BENEFITS PLAN 2023 form 5500 responses
2023-08-01Type of plan entitySingle employer plan
2023-08-01First time form 5500 has been submittedYes
2023-08-01Submission has been amendedNo
2023-08-01This submission is the final filingYes
2023-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-08-01Plan is a collectively bargained planNo
2023-08-01Plan funding arrangement – InsuranceYes
2023-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0267915
Policy instance 1
Insurance contract or identification number0267915
Number of Individuals Covered243
Insurance policy start date2023-08-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $53,456
Total amount of fees paid to insurance companyUSD $2,652
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,295,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1130656
Policy instance 2
Insurance contract or identification number1130656
Number of Individuals Covered260
Insurance policy start date2023-08-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6,160
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $73,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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