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MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST 401k Plan overview

Plan NameMULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST
Plan identification number 501

MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST Benefits

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

401k Sponsoring company profile

MULTNOMAH BAR ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:MULTNOMAH BAR ASSOCIATION
Employer identification number (EIN):277315437
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MULTNOMAH BAR ASSOCIATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1971-09-16
Company Identification Number: 9441213
Legal Registered Office Address: 620 SW 5TH AVE STE 1220

PORTLAND
United States of America (USA)
97204

More information about MULTNOMAH BAR ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-04-01
5012017-04-01STEVEN DOTY GUY WALDEN2018-08-22
5012016-04-01STEVEN DOTY GUY WALDEN2017-08-29

Plan Statistics for MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST

401k plan membership statisitcs for MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST

Measure Date Value
2018: MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-011,461
Total number of active participants reported on line 7a of the Form 55002018-04-011,289
Total of all active and inactive participants2018-04-011,289
Total participants2018-04-011,289
Number of employers contributing to the scheme2018-04-01342
2017: MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-011,411
Total number of active participants reported on line 7a of the Form 55002017-04-011,461
Total of all active and inactive participants2017-04-011,461
Total participants2017-04-011,461
Number of employers contributing to the scheme2017-04-01325
2016: MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-011,217
Total number of active participants reported on line 7a of the Form 55002016-04-011,411
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-011,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-011,411
Number of participants with account balances2016-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
Number of employers contributing to the scheme2016-04-010

Form 5500 Responses for MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST

2018: MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST 2018 form 5500 responses
2018-04-01Type of plan entityMulitple employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST 2017 form 5500 responses
2017-04-01Type of plan entityMulitple employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: MULTNOMAH BAR ASSOCIATION GROUP INSURANCE PLAN AND TRUST 2016 form 5500 responses
2016-04-01Type of plan entityMulitple employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100218 100219
Policy instance 1
Insurance contract or identification number100218 100219
Number of Individuals Covered1104
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $212,131
Total amount of fees paid to insurance companyUSD $2,214
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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 $7,062,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $212,131
Amount paid for insurance broker fees2214
Additional information about fees paid to insurance brokerADMINISTRATION FOR INVOICING EMPLOYER GROUPS AND PAYMENT TO CARRIER
Insurance broker organization code?3
Insurance broker nameALDRICH BENEFITS, LLP
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1568
Policy instance 2
Insurance contract or identification number1568
Number of Individuals Covered357
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $65,068
Total amount of fees paid to insurance companyUSD $1,421
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitYes
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 $2,168,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,068
Amount paid for insurance broker fees1421
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE FOR INVOICING EMPLOYER GROUPS AND REMITTING PAYMENT TO CARRIER
Insurance broker organization code?3
Insurance broker nameALDRICH BENEFITS, LLP
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 54941 )
Policy contract number10001777
Policy instance 3
Insurance contract or identification number10001777
Number of Individuals Covered1173
Insurance policy start date2017-04-01
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $14,159
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
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 $707,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,159
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameALDRICH BENEFITS, LLP
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number03356975
Policy instance 4
Insurance contract or identification number03356975
Number of Individuals Covered672
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $2,273
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 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 $78,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,273
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameALDRICH BENEFITS, LLP
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 57069 )
Policy contract numberOR133
Policy instance 5
Insurance contract or identification numberOR133
Number of Individuals Covered198
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $2,835
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
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 $94,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,835
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameALDRICH BENEFITS, LLP

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