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HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 401k Plan overview

Plan NameHARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE
Plan identification number 519

HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE Benefits

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

401k Sponsoring company profile

PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI has sponsored the creation of one or more 401k plans.

Company Name:PRESIDENT & FELLOWS OF HARVARD COLLEGE HARVARD HUMAN RESOURCES, BENEFI
Employer identification number (EIN):042103580
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5192015-07-01LYNN CORDARO
5192014-07-01LYNN CORDARO
5192013-07-01LYNN CORDARO
5192012-07-01LYNN CORDARO
5192011-07-01LYNN CORDARO
5192010-07-01LYNN CORDARO
5192009-07-01RITA MOORE

Plan Statistics for HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE

401k plan membership statisitcs for HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE

Measure Date Value
2015: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2015 401k membership
Total participants, beginning-of-year2015-07-011,775
Total number of active participants reported on line 7a of the Form 55002015-07-011,776
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011,776
2014: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2014 401k membership
Total participants, beginning-of-year2014-07-011,770
Total number of active participants reported on line 7a of the Form 55002014-07-011,775
Total of all active and inactive participants2014-07-011,775
2013: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2013 401k membership
Total participants, beginning-of-year2013-07-011,797
Total number of active participants reported on line 7a of the Form 55002013-07-011,770
Total of all active and inactive participants2013-07-011,770
Total participants2013-07-011,770
2012: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2012 401k membership
Total participants, beginning-of-year2012-07-01503
Total number of active participants reported on line 7a of the Form 55002012-07-011,797
Total of all active and inactive participants2012-07-011,797
Total participants2012-07-011,797
2011: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2011 401k membership
Total participants, beginning-of-year2011-07-01514
Total number of active participants reported on line 7a of the Form 55002011-07-01503
Total of all active and inactive participants2011-07-01503
Total participants2011-07-01503
2010: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2010 401k membership
Total participants, beginning-of-year2010-07-01519
Total number of active participants reported on line 7a of the Form 55002010-07-01514
Total of all active and inactive participants2010-07-01514
Total participants2010-07-01514
2009: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2009 401k membership
Total participants, beginning-of-year2009-07-01520
Total number of active participants reported on line 7a of the Form 55002009-07-01519
Total of all active and inactive participants2009-07-01519
Total participants2009-07-01519

Form 5500 Responses for HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE

2015: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: HARVARD UNIVERSITY GROUP LONG TERM CARE INSURANCE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12041
Policy instance 2
Insurance contract or identification number12041
Number of Individuals Covered1336
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $310,235
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
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 $2,068,332
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $310,235
Insurance broker organization code?3
Insurance broker nameMARK BAKER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28213
Policy instance 1
Insurance contract or identification number28213
Number of Individuals Covered440
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
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 $979,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12041
Policy instance 2
Insurance contract or identification number12041
Number of Individuals Covered1326
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $301,968
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
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 $2,022,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $301,968
Insurance broker organization code?3
Insurance broker nameMARK BAKER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28213
Policy instance 1
Insurance contract or identification number28213
Number of Individuals Covered449
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
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 $887,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28213
Policy instance 1
Insurance contract or identification number28213
Number of Individuals Covered455
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $927,392
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12041
Policy instance 2
Insurance contract or identification number12041
Number of Individuals Covered1315
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $301,130
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $2,012,245
Commission paid to Insurance BrokerUSD $301,130
Insurance broker organization code?3
Insurance broker nameMARK BAKER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28213
Policy instance 1
Insurance contract or identification number28213
Number of Individuals Covered466
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $905,091
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12041
Policy instance 2
Insurance contract or identification number12041
Number of Individuals Covered1331
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $160,749
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $1,250,970
Commission paid to Insurance BrokerUSD $160,749
Insurance broker nameMARK BAKER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28213
Policy instance 1
Insurance contract or identification number28213
Number of Individuals Covered503
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $861,915
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28213
Policy instance 1
Insurance contract or identification number28213
Number of Individuals Covered514
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Other welfare benefits providedGROUP LONG TERM CARE INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $861,915

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