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CALABRIO INC GROUP VISION PLAN 401k Plan overview

Plan NameCALABRIO INC GROUP VISION PLAN
Plan identification number 504

CALABRIO INC GROUP VISION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Vision

401k Sponsoring company profile

CALABRIO INC has sponsored the creation of one or more 401k plans.

Company Name:CALABRIO INC
Employer identification number (EIN):260874583
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about CALABRIO INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4420023

More information about CALABRIO INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALABRIO INC GROUP VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01DENELL HELLER2023-09-28
5042021-01-01JEANNINE EDGREN2022-09-29
5042020-01-01
5042019-06-01
5042018-06-01
5042017-06-01DEBORAH WILLIAMS DEBORAH WILLIAMS2018-10-11
5042016-06-01KRISTIN MATHEWS KRISTIN MATHEWS2018-01-15
5042015-06-01KRISTIN MATHEWS KRISTIN MATHEWS2016-11-23

Plan Statistics for CALABRIO INC GROUP VISION PLAN

401k plan membership statisitcs for CALABRIO INC GROUP VISION PLAN

Measure Date Value
2022: CALABRIO INC GROUP VISION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01235
Total number of active participants reported on line 7a of the Form 55002022-01-01216
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01225
2021: CALABRIO INC GROUP VISION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01218
Total number of active participants reported on line 7a of the Form 55002021-01-01228
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01235
2020: CALABRIO INC GROUP VISION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01166
Total number of active participants reported on line 7a of the Form 55002020-01-01192
Number of retired or separated participants receiving benefits2020-01-014
Total of all active and inactive participants2020-01-01196
2019: CALABRIO INC GROUP VISION PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01169
Total number of active participants reported on line 7a of the Form 55002019-06-01162
Number of retired or separated participants receiving benefits2019-06-014
Total of all active and inactive participants2019-06-01166
2018: CALABRIO INC GROUP VISION PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01145
Total number of active participants reported on line 7a of the Form 55002018-06-01164
Number of retired or separated participants receiving benefits2018-06-012
Total of all active and inactive participants2018-06-01166
2017: CALABRIO INC GROUP VISION PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01130
Total number of active participants reported on line 7a of the Form 55002017-06-01139
Number of retired or separated participants receiving benefits2017-06-013
Total of all active and inactive participants2017-06-01142
2016: CALABRIO INC GROUP VISION PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01112
Total number of active participants reported on line 7a of the Form 55002016-06-01119
Number of retired or separated participants receiving benefits2016-06-012
Total of all active and inactive participants2016-06-01121
2015: CALABRIO INC GROUP VISION PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01102
Total number of active participants reported on line 7a of the Form 55002015-06-01108
Number of retired or separated participants receiving benefits2015-06-011
Total of all active and inactive participants2015-06-01109

Form 5500 Responses for CALABRIO INC GROUP VISION PLAN

2022: CALABRIO INC GROUP VISION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: CALABRIO INC GROUP VISION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: CALABRIO INC GROUP VISION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CALABRIO INC GROUP VISION PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: CALABRIO INC GROUP VISION PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: CALABRIO INC GROUP VISION PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: CALABRIO INC GROUP VISION PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: CALABRIO INC GROUP VISION PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01First time form 5500 has been submittedYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number97493671001
Policy instance 1
Insurance contract or identification number97493671001
Number of Individuals Covered486
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,277
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $32,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,277
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number97493671001
Policy instance 1
Insurance contract or identification number97493671001
Number of Individuals Covered453
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,728
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $27,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,230
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number97493671001
Policy instance 1
Insurance contract or identification number97493671001
Number of Individuals Covered484
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,605
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,051
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,605
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number97493671001
Policy instance 1
Insurance contract or identification number97493671001
Number of Individuals Covered373
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,530
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,530
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number97493671001
Policy instance 1
Insurance contract or identification number97493671001
Number of Individuals Covered366
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $1,938
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,938
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number97493671001
Policy instance 1
Insurance contract or identification number97493671001
Number of Individuals Covered328
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $1,915
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,915
Insurance broker organization code?3
Insurance broker nameRJF A MARSH AND MCLENNAN AGENCY LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9749367
Policy instance 1
Insurance contract or identification number9749367
Number of Individuals Covered252
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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