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MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 401k Plan overview

Plan NameMID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN
Plan identification number 501

MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY has sponsored the creation of one or more 401k plans.

Company Name:MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY
Employer identification number (EIN):237056987
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2069-02-12
Company Identification Number: 8554115
Legal Registered Office Address: 2475 CENTER ST NE

SALEM
United States of America (USA)
97301

More information about MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01JIMMY JONES2023-07-17
5012020-10-01KAOLEE HOYLE2022-06-16
5012019-10-01KAOLEE HOYLE2021-07-14
5012018-10-01KAOLEE HOYLE2020-03-20
5012017-10-01HELANA HAYTAS2019-08-08
5012016-10-01
5012015-10-01
5012014-10-01
5012013-10-01
5012012-10-01CYNDI ASTLEY
5012011-10-01TERESA K COX

Plan Statistics for MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN

401k plan membership statisitcs for MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN

Measure Date Value
2021: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01392
Total number of active participants reported on line 7a of the Form 55002021-10-01440
Total of all active and inactive participants2021-10-01440
2020: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01326
Total number of active participants reported on line 7a of the Form 55002020-10-01392
Total of all active and inactive participants2020-10-01392
2019: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01285
Total number of active participants reported on line 7a of the Form 55002019-10-01326
Total of all active and inactive participants2019-10-01326
2018: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01247
Total number of active participants reported on line 7a of the Form 55002018-10-01285
Total of all active and inactive participants2018-10-01285
2017: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01267
Total number of active participants reported on line 7a of the Form 55002017-10-01247
Total of all active and inactive participants2017-10-01247
2016: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01369
Total number of active participants reported on line 7a of the Form 55002016-10-01267
Total of all active and inactive participants2016-10-01267
2015: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01384
Total number of active participants reported on line 7a of the Form 55002015-10-01369
Total of all active and inactive participants2015-10-01369
2014: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01383
Total number of active participants reported on line 7a of the Form 55002014-10-01384
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-01384
2013: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01391
Total number of active participants reported on line 7a of the Form 55002013-10-01382
Number of retired or separated participants receiving benefits2013-10-011
Total of all active and inactive participants2013-10-01383
2012: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01411
Total number of active participants reported on line 7a of the Form 55002012-10-01389
Number of retired or separated participants receiving benefits2012-10-012
Total of all active and inactive participants2012-10-01391
2011: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01400
Total number of active participants reported on line 7a of the Form 55002011-10-01407
Number of retired or separated participants receiving benefits2011-10-014
Total of all active and inactive participants2011-10-01411

Form 5500 Responses for MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN

2021: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes
2012: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – General assets of the sponsorYes
2011: MID-WILLAMETTE VALLEY COMMUNITY ACTION AGENCY WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number759577
Policy instance 2
Insurance contract or identification number759577
Number of Individuals Covered440
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $3,507
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,507
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3447
Policy instance 1
Insurance contract or identification number3447
Number of Individuals Covered357
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $53,150
Total amount of fees paid to insurance companyUSD $1,250
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,657,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,150
Amount paid for insurance broker fees1250
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number759577
Policy instance 2
Insurance contract or identification number759577
Number of Individuals Covered392
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $3,287
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,287
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3447
Policy instance 1
Insurance contract or identification number3447
Number of Individuals Covered337
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $50,463
Total amount of fees paid to insurance companyUSD $600
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,126,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,463
Amount paid for insurance broker fees600
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?3
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberGRP00004170
Policy instance 2
Insurance contract or identification numberGRP00004170
Number of Individuals Covered326
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $6,216
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,216
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3447
Policy instance 1
Insurance contract or identification number3447
Number of Individuals Covered282
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $42,434
Total amount of fees paid to insurance companyUSD $5,600
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,952,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,434
Amount paid for insurance broker fees5600
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?3
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberGRP00004170
Policy instance 2
Insurance contract or identification numberGRP00004170
Number of Individuals Covered285
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $6,009
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,009
Amount paid for insurance broker fees0
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3447
Policy instance 1
Insurance contract or identification number3447
Number of Individuals Covered251
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $41,303
Total amount of fees paid to insurance companyUSD $600
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,981,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,303
Amount paid for insurance broker fees600
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number3447
Policy instance 1
Insurance contract or identification number3447
Number of Individuals Covered231
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $43,674
Total amount of fees paid to insurance companyUSD $2,100
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,575,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract number1080508
Policy instance 2
Insurance contract or identification number1080508
Number of Individuals Covered247
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $6,848
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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