401k Plan data: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN plan

PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan Name	PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN
Plan identification number	501

PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

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

Company Name: PROGENYHEALTH, LLC

Employer identification number (EIN): 134281270

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about PROGENYHEALTH, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4389675

More information about PROGENYHEALTH, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01 GINA ARNOLD 2023-07-06
501 2021-01-01 GINA ARNOLD 2022-10-17
501 2020-01-01
501 2019-02-01
501 2019-02-01
501 2018-02-01
501 2017-02-01 DONNA THOMPSON

Plan Statistics for PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 163
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 163
Number of employers contributing to the scheme 2022-01-01 0
2021: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 163
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 163
Number of employers contributing to the scheme 2021-01-01 0
2020: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 161
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 166
2019: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 155
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 152
Number of retired or separated participants receiving benefits 2019-02-01 5
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 157
2018: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 99
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 149
Number of retired or separated participants receiving benefits 2018-02-01 6
Number of other retired or separated participants entitled to future benefits 2018-02-01 0
Total of all active and inactive participants 2018-02-01 155
2017: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 99
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 0
Total of all active and inactive participants 2017-02-01 99

Measure	Date	Value
2022: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	163
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	163
Number of employers contributing to the scheme	2022-01-01	0
2021: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	163
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	163
Number of employers contributing to the scheme	2021-01-01	0
2020: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	161
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	166
2019: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	155
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	152
Number of retired or separated participants receiving benefits	2019-02-01	5
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	157
2018: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	99
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	149
Number of retired or separated participants receiving benefits	2018-02-01	6
Number of other retired or separated participants entitled to future benefits	2018-02-01	0
Total of all active and inactive participants	2018-02-01	155
2017: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	99
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	0
Total of all active and inactive participants	2017-02-01	99

Financial Data on PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN

Measure	Date	Value
2021 : PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$110,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$163,321
Total income from all sources (including contributions)	2021-12-31	$1,356,994
Total of all expenses incurred	2021-12-31	$1,562,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,502,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,356,790
Value of total assets at end of year	2021-12-31	$0
Value of total assets at beginning of year	2021-12-31	$258,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$60,727
Total interest from all sources	2021-12-31	$204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$60,727
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$100,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$488,471
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$27,464
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$47,729
Total non interest bearing cash at beginning of year	2021-12-31	$211,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-205,890
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$-110,298
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$95,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$204
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$530,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$840,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$972,018
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$110,298
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$163,321
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$163,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$591,477
Total income from all sources (including contributions)	2020-12-31	$1,967,705
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,771,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,591,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,967,261
Value of total assets at end of year	2020-12-31	$258,913
Value of total assets at beginning of year	2020-12-31	$490,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$180,218
Total interest from all sources	2020-12-31	$444
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$119,439
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$100,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$523,425
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$67,345
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$47,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$483,645
Total non interest bearing cash at end of year	2020-12-31	$211,184
Total non interest bearing cash at beginning of year	2020-12-31	$6,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$196,450
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$95,592
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$-100,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$444
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$399,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,376,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,191,888
Contract administrator fees	2020-12-31	$60,779
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$163,321
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$591,477
Did the plan have assets held for investment	2020-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$591,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$211,590
Total income from all sources (including contributions)	2019-12-31	$1,544,480
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,582,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,406,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,544,378
Value of total assets at end of year	2019-12-31	$490,619
Value of total assets at beginning of year	2019-12-31	$148,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$175,517
Total interest from all sources	2019-12-31	$102
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$118,679
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$496,568
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,267
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$483,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$6,974
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-38,013
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$-100,858
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$-62,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$148,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$148,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$102
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$360,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,016,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,046,010
Contract administrator fees	2019-12-31	$56,838
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$591,477
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$211,590
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
Total plan liabilities at end of year	2019-01-31	$211,590
Total income from all sources	2019-01-31	$1,322,549
Expenses. Total of all expenses incurred	2019-01-31	$1,385,394
Benefits paid (including direct rollovers)	2019-01-31	$883,664
Total plan assets at end of year	2019-01-31	$148,745
Value of fidelity bond covering the plan	2019-01-31	$100,000
Total contributions received or receivable from participants	2019-01-31	$344,749
Expenses. Other expenses not covered elsewhere	2019-01-31	$438,279
Other income received	2019-01-31	$124
Net income (gross income less expenses)	2019-01-31	$-62,845
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$-62,845
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$0
Total contributions received or receivable from employer(s)	2019-01-31	$977,676
Expenses. Administrative service providers (salaries,fees and commissions)	2019-01-31	$63,451

Form 5500 Responses for PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN

2022: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Insurance	Yes
2019-02-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-02-01	Plan benefit arrangement – Insurance	Yes
2019-02-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Insurance	Yes
2018-02-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-02-01	Plan benefit arrangement – Insurance	Yes
2018-02-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: PROGENYHEALTH, LLC EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	First time form 5500 has been submitted	Yes
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Insurance	Yes
2017-02-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

944782

Policy instance

Insurance contract or identification number	944782
Number of Individuals Covered	163
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $72,846
Total amount of fees paid to insurance company	USD $10,774
Welfare Benefit Premiums Paid to Carrier	USD $524,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $72,846
Amount paid for insurance broker fees	10774
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

30500353

Policy instance

Insurance contract or identification number	30500353
Number of Individuals Covered	166
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $399,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

VERIS

Policy instance

Insurance contract or identification number	VERIS
Number of Individuals Covered	157
Insurance policy start date	2019-02-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $360,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )

Policy contract number

1745584

Policy instance

Insurance contract or identification number	1745584
Number of Individuals Covered	99
Insurance policy start date	2017-02-01
Insurance policy end date	2018-01-31
Total amount of commissions paid to insurance broker	USD $18,135
Total amount of fees paid to insurance company	USD $3,555
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,135
Amount paid for insurance broker fees	3555
Additional information about fees paid to insurance broker	OVERRIDE/NON MONETARY COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	M.F. IRVINE COMPANIES, LLC

KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )

Policy contract number

1745584

Policy instance

Insurance contract or identification number	1745584
Number of Individuals Covered	88
Insurance policy start date	2017-02-01
Insurance policy end date	2018-01-31
Total amount of commissions paid to insurance broker	USD $20,085
Total amount of fees paid to insurance company	USD $3,923
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,085
Amount paid for insurance broker fees	3923
Additional information about fees paid to insurance broker	OVERRIDE/NON MONETARY COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	M.F. IRVINE COMPANIES, LLC

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Company Name:	PROGENYHEALTH, LLC
Employer identification number (EIN):	134281270
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4389675

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2022-01-01	GINA ARNOLD	2023-07-06
501	2021-01-01	GINA ARNOLD	2022-10-17
501	2020-01-01
501	2019-02-01
501	2019-02-01
501	2018-02-01
501	2017-02-01	DONNA THOMPSON