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ST CHARLES SURGICAL HOSPITAL 401k Plan overview

Plan NameST CHARLES SURGICAL HOSPITAL
Plan identification number 502

ST CHARLES SURGICAL HOSPITAL Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

ST CHARLES SURGICAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:ST CHARLES SURGICAL HOSPITAL
Employer identification number (EIN):200094270
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST CHARLES SURGICAL HOSPITAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-02-01SCOTT SULLIVAN2023-10-16
5022021-02-01SARAH UNDERWOOD2022-09-15
5022021-02-01SCOTT SULLIVAN2023-10-13
5022020-02-01SARAH UNDERWOOD2021-08-16
5022019-02-01SARAH UNDERWOOD2020-08-25
5022019-02-01SCOTT SULLIVAN2023-10-13

Plan Statistics for ST CHARLES SURGICAL HOSPITAL

401k plan membership statisitcs for ST CHARLES SURGICAL HOSPITAL

Measure Date Value
2022: ST CHARLES SURGICAL HOSPITAL 2022 401k membership
Total participants, beginning-of-year2022-02-01152
Total number of active participants reported on line 7a of the Form 55002022-02-01145
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-01145
Number of employers contributing to the scheme2022-02-010
2021: ST CHARLES SURGICAL HOSPITAL 2021 401k membership
Total participants, beginning-of-year2021-02-01115
Total number of active participants reported on line 7a of the Form 55002021-02-01121
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-01121
Number of employers contributing to the scheme2021-02-010
2020: ST CHARLES SURGICAL HOSPITAL 2020 401k membership
Total participants, beginning-of-year2020-02-01109
Total number of active participants reported on line 7a of the Form 55002020-02-01115
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-01115
Number of employers contributing to the scheme2020-02-010
2019: ST CHARLES SURGICAL HOSPITAL 2019 401k membership
Total participants, beginning-of-year2019-02-01100
Total number of active participants reported on line 7a of the Form 55002019-02-01109
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-01109
Number of employers contributing to the scheme2019-02-010

Form 5500 Responses for ST CHARLES SURGICAL HOSPITAL

2022: ST CHARLES SURGICAL HOSPITAL 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: ST CHARLES SURGICAL HOSPITAL 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedYes
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: ST CHARLES SURGICAL HOSPITAL 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: ST CHARLES SURGICAL HOSPITAL 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01First time form 5500 has been submittedYes
2019-02-01Submission has been amendedYes
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number10-050115
Policy instance 3
Insurance contract or identification number10-050115
Number of Individuals Covered151
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $8,520
Total amount of fees paid to insurance companyUSD $2,935
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,520
Insurance broker organization code?3
Amount paid for insurance broker fees2935
Additional information about fees paid to insurance brokerFEES
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract number27A90ERC
Policy instance 2
Insurance contract or identification number27A90ERC
Number of Individuals Covered151
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $21,961
Total amount of fees paid to insurance companyUSD $10,183
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $962,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $21,961
Amount paid for insurance broker fees10183
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number9557
Policy instance 1
Insurance contract or identification number9557
Number of Individuals Covered129
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $13,145
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $121,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,145
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number10-050115
Policy instance 3
Insurance contract or identification number10-050115
Number of Individuals Covered151
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $9,955
Total amount of fees paid to insurance companyUSD $3,505
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,955
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number9557
Policy instance 1
Insurance contract or identification number9557
Number of Individuals Covered121
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $14,956
Total amount of fees paid to insurance companyUSD $6,980
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $99,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $14,956
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract number27A90ERC
Policy instance 2
Insurance contract or identification number27A90ERC
Number of Individuals Covered160
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $22,157
Total amount of fees paid to insurance companyUSD $14,042
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $947,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $22,157
Amount paid for insurance broker fees14042
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0BB9K
Policy instance 1
Insurance contract or identification numberGVTL0BB9K
Number of Individuals Covered115
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $16,579
Total amount of fees paid to insurance companyUSD $9,567
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $110,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,579
Amount paid for insurance broker fees6753
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD0BB9K
Policy instance 3
Insurance contract or identification numberGLTD0BB9K
Number of Individuals Covered109
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $13,879
Total amount of fees paid to insurance companyUSD $7,656
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $92,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,879
Amount paid for insurance broker fees5344
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number10-050115
Policy instance 2
Insurance contract or identification number10-050115
Number of Individuals Covered143
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $7,446
Total amount of fees paid to insurance companyUSD $1,325
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,446
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract number27A90ERC
Policy instance 1
Insurance contract or identification number27A90ERC
Number of Individuals Covered160
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $18,999
Total amount of fees paid to insurance companyUSD $14,687
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $697,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $18,999
Amount paid for insurance broker fees14687
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD0BB9K
Policy instance 1
Insurance contract or identification numberGLTD0BB9K
Number of Individuals Covered109
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $13,879
Total amount of fees paid to insurance companyUSD $7,656
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $92,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,879
Amount paid for insurance broker fees5344
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3

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