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RSM HOLDINGS, LLC MEDICAL PLAN 401k Plan overview

Plan NameRSM HOLDINGS, LLC MEDICAL PLAN
Plan identification number 501

RSM HOLDINGS, LLC MEDICAL PLAN Benefits

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

401k Sponsoring company profile

RSM HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:RSM HOLDINGS, LLC
Employer identification number (EIN):113709515
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RSM HOLDINGS, LLC MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-10-01CINDY CALDERWOOD2024-04-01
5012022-10-01CINDY CALDERWOOD2024-03-21
5012021-10-01CINDY CALDERWOOD2022-12-06
5012021-09-01CINDY CALDERWOOD2022-06-30
5012020-09-01STEVE SARGENTI2022-04-12
5012019-09-01SABINA YOSSO2021-02-05
5012018-09-01MILLY VASSALLO2020-01-29
5012017-09-01MILLY VASSALLO2019-06-10
5012016-09-01
5012015-09-01JOANN MASIELLO
5012014-09-01ANITA MORAITIS

Plan Statistics for RSM HOLDINGS, LLC MEDICAL PLAN

401k plan membership statisitcs for RSM HOLDINGS, LLC MEDICAL PLAN

Measure Date Value
2023: RSM HOLDINGS, LLC MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-10-01155
Total number of active participants reported on line 7a of the Form 55002023-10-01155
Number of retired or separated participants receiving benefits2023-10-010
Number of other retired or separated participants entitled to future benefits2023-10-010
Total of all active and inactive participants2023-10-01155
Number of employers contributing to the scheme2023-10-010
2022: RSM HOLDINGS, LLC MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01155
Total number of active participants reported on line 7a of the Form 55002022-10-01155
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-01155
Number of employers contributing to the scheme2022-10-010
2021: RSM HOLDINGS, LLC MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01149
Total number of active participants reported on line 7a of the Form 55002021-10-01149
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01149
Number of employers contributing to the scheme2021-10-010
Total participants, beginning-of-year2021-09-01149
Total number of active participants reported on line 7a of the Form 55002021-09-01155
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-01155
Number of employers contributing to the scheme2021-09-010
2020: RSM HOLDINGS, LLC MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01137
Total number of active participants reported on line 7a of the Form 55002020-09-01149
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-01149
Number of employers contributing to the scheme2020-09-010
2019: RSM HOLDINGS, LLC MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01193
Total number of active participants reported on line 7a of the Form 55002019-09-01137
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-01137
Number of employers contributing to the scheme2019-09-010
2018: RSM HOLDINGS, LLC MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01169
Total number of active participants reported on line 7a of the Form 55002018-09-01193
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-01193
Number of employers contributing to the scheme2018-09-010
2017: RSM HOLDINGS, LLC MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01146
Total number of active participants reported on line 7a of the Form 55002017-09-01169
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01169
Number of employers contributing to the scheme2017-09-010
2016: RSM HOLDINGS, LLC MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01238
Total number of active participants reported on line 7a of the Form 55002016-09-01146
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01146
2015: RSM HOLDINGS, LLC MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01118
Total number of active participants reported on line 7a of the Form 55002015-09-01110
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01110
2014: RSM HOLDINGS, LLC MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01100
Total number of active participants reported on line 7a of the Form 55002014-09-01118
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01118

Form 5500 Responses for RSM HOLDINGS, LLC MEDICAL PLAN

2023: RSM HOLDINGS, LLC MEDICAL PLAN 2023 form 5500 responses
2023-10-01Type of plan entitySingle employer plan
2023-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-10-01Plan funding arrangement – General assets of the sponsorYes
2023-10-01Plan benefit arrangement – General assets of the sponsorYes
2022: RSM HOLDINGS, LLC MEDICAL PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – General assets of the sponsorYes
2022-10-01Plan benefit arrangement – General assets of the sponsorYes
2021: RSM HOLDINGS, LLC MEDICAL PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2021-09-01Type of plan entitySingle employer plan
2021-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: RSM HOLDINGS, LLC MEDICAL PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: RSM HOLDINGS, LLC MEDICAL PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: RSM HOLDINGS, LLC MEDICAL PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: RSM HOLDINGS, LLC MEDICAL PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: RSM HOLDINGS, LLC MEDICAL PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: RSM HOLDINGS, LLC MEDICAL PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: RSM HOLDINGS, LLC MEDICAL PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01First time form 5500 has been submittedYes
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number619632
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number619632
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number619632
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number619632
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number619632
Policy instance 1
NIPPON LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81264 )
Policy contract numberL991
Policy instance 1
MHN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberL991
Policy instance 1

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