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AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 401k Plan overview

Plan NameAVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN
Plan identification number 502

AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN Benefits

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

401k Sponsoring company profile

AVON CONVALESCENT HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:AVON CONVALESCENT HOME, INC.
Employer identification number (EIN):060917232
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-11-01RUSSELL SCHWARTZ2023-08-08
5022020-11-01RUSSELL SCHWARTZ2022-02-25
5022019-11-01RUSSELL SCHWARTZ2021-02-13
5022018-11-01RUSSELL SCHWARTZ2020-04-15
5022017-11-01
5022016-11-01RUSSELL SCHWARTZ2019-03-19
5022015-11-01RUSSELL SCHWARTZ2019-03-25
5022015-11-01RUSSELL SCHWARTZ2019-03-19
5022014-11-01
5022013-11-01
5022013-04-01
5022012-04-01
5022011-04-01
5022010-04-01

Plan Statistics for AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN

401k plan membership statisitcs for AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN

Measure Date Value
2021: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01207
Total number of active participants reported on line 7a of the Form 55002021-11-01207
Number of retired or separated participants receiving benefits2021-11-010
Number of other retired or separated participants entitled to future benefits2021-11-010
Total of all active and inactive participants2021-11-01207
Number of employers contributing to the scheme2021-11-010
2020: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01200
Total number of active participants reported on line 7a of the Form 55002020-11-01207
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-010
Total of all active and inactive participants2020-11-01207
Number of employers contributing to the scheme2020-11-010
2019: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01102
Total number of active participants reported on line 7a of the Form 55002019-11-01200
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-01200
Number of employers contributing to the scheme2019-11-010
2018: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01214
Total number of active participants reported on line 7a of the Form 55002018-11-01102
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-010
Total of all active and inactive participants2018-11-01102
Number of employers contributing to the scheme2018-11-010
2017: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01212
Total number of active participants reported on line 7a of the Form 55002017-11-01214
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-01214
Number of employers contributing to the scheme2017-11-010
2016: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01227
Total number of active participants reported on line 7a of the Form 55002016-11-01212
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-01212
Number of employers contributing to the scheme2016-11-010
2015: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01227
Total number of active participants reported on line 7a of the Form 55002015-11-01227
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-01227
Number of employers contributing to the scheme2015-11-010
2014: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01243
Total number of active participants reported on line 7a of the Form 55002014-11-01227
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-01227
Number of employers contributing to the scheme2014-11-010
2013: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01242
Total number of active participants reported on line 7a of the Form 55002013-11-01243
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-010
Total of all active and inactive participants2013-11-01243
Number of employers contributing to the scheme2013-11-010
Total participants, beginning-of-year2013-04-01134
Total number of active participants reported on line 7a of the Form 55002013-04-01242
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-01242
Number of employers contributing to the scheme2013-04-010
2012: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01252
Total number of active participants reported on line 7a of the Form 55002012-04-01134
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01134
Number of employers contributing to the scheme2012-04-010
2011: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01134
Total number of active participants reported on line 7a of the Form 55002011-04-01252
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-01252
Number of employers contributing to the scheme2011-04-010
2010: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01149
Total number of active participants reported on line 7a of the Form 55002010-04-01149
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01149
Number of employers contributing to the scheme2010-04-010

Form 5500 Responses for AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN

2021: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan benefit arrangement – InsuranceYes
2020: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – InsuranceYes
2019: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – InsuranceYes
2018: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan benefit arrangement – InsuranceYes
2017: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes
2015: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedYes
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes
2014: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes
2013: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-04-01Type of plan entitySingle employer plan
2013-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: AVON AND WEST HARTFORD HEALTH CENTERS LIFE/STD/AD&D PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01First time form 5500 has been submittedYes
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number480553
Policy instance 1
Insurance contract or identification number480553
Number of Individuals Covered207
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number304387
Policy instance 2
Insurance contract or identification number304387
Number of Individuals Covered90
Insurance policy start date2021-10-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number304387
Policy instance 1
Insurance contract or identification number304387
Number of Individuals Covered93
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $97,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number304387
Policy instance 1
Insurance contract or identification number304387
Number of Individuals Covered200
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $98,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number304387
Policy instance 1
Insurance contract or identification number304387
Number of Individuals Covered109
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $34,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number304387
Policy instance 1
Insurance contract or identification number304387
Number of Individuals Covered214
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $102,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10181384
Policy instance 1
Insurance contract or identification number10181384
Number of Individuals Covered227
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $4,715
Total amount of fees paid to insurance companyUSD $2,158
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $81,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,715
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBROKER BONUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10181384
Policy instance 1
Insurance contract or identification number10181384
Number of Individuals Covered243
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $4,875
Total amount of fees paid to insurance companyUSD $3,243
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $89,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,875
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBROKER BONUS
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMLN00728
Policy instance 1
Insurance contract or identification numberMLN00728
Number of Individuals Covered242
Insurance policy start date2013-04-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $54,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMLN00728
Policy instance 1
Insurance contract or identification numberMLN00728
Number of Individuals Covered134
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $138
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $92,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees69
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMLN00728
Policy instance 1
Insurance contract or identification numberMLN00728
Number of Individuals Covered252
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $162
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $94,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees81
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberMLN00728
Policy instance 1
Insurance contract or identification numberMLN00728
Number of Individuals Covered149
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $170
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $91,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees85
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3

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