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TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 401k Plan overview

Plan NameTOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN
Plan identification number 501

TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN Benefits

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

401k Sponsoring company profile

TOWARD INDEPENDENCE,INC. has sponsored the creation of one or more 401k plans.

Company Name:TOWARD INDEPENDENCE,INC.
Employer identification number (EIN):310856399
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about TOWARD INDEPENDENCE,INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1975-03-31
Company Identification Number: 464938
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about TOWARD INDEPENDENCE,INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01JOSEPH HARMON2024-05-21
5012022-07-01JOSEPH HARMON2023-07-18
5012021-07-01JOSEPH HARMON2022-11-16
5012020-07-01JOSEPH HARMON2021-11-15
5012019-07-01JOSEPH HARMON2020-11-10
5012018-07-01JOSEPH HARMON2020-01-14
5012018-07-01JOSEPH HARMON2020-11-10
5012017-07-01
5012016-07-01
5012016-02-26JOESPH HARMON
5012015-02-26
5012014-02-26MARK SCHLATER
5012013-02-26MARK SCHLATER
5012012-02-26STEPHANIE KELLUM ROBERT L. ARCHER2013-05-24
5012011-02-26STEPHANIE KELLUM ROBERT L. ARCHER2012-08-31
5012010-02-26STEPHANIE KELLUM ROBERT L. ARCHER2011-06-17
5012009-02-26STEPHANIE KELLUM ROBERT L. ARCHER2010-06-08

Form 5500 Responses for TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN

2023: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-02-26Type of plan entitySingle employer plan
2016-02-26Submission has been amendedNo
2016-02-26This submission is the final filingNo
2016-02-26This return/report is a short plan year return/report (less than 12 months)Yes
2016-02-26Plan is a collectively bargained planNo
2016-02-26Plan funding arrangement – InsuranceYes
2016-02-26Plan benefit arrangement – InsuranceYes
2015: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2015 form 5500 responses
2015-02-26Type of plan entitySingle employer plan
2015-02-26Submission has been amendedNo
2015-02-26This submission is the final filingNo
2015-02-26This return/report is a short plan year return/report (less than 12 months)No
2015-02-26Plan is a collectively bargained planNo
2015-02-26Plan funding arrangement – InsuranceYes
2015-02-26Plan benefit arrangement – InsuranceYes
2014: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2014 form 5500 responses
2014-02-26Type of plan entitySingle employer plan
2014-02-26Submission has been amendedNo
2014-02-26This submission is the final filingNo
2014-02-26This return/report is a short plan year return/report (less than 12 months)No
2014-02-26Plan is a collectively bargained planNo
2014-02-26Plan funding arrangement – InsuranceYes
2014-02-26Plan benefit arrangement – InsuranceYes
2013: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2013 form 5500 responses
2013-02-26Type of plan entitySingle employer plan
2013-02-26Submission has been amendedNo
2013-02-26This submission is the final filingNo
2013-02-26This return/report is a short plan year return/report (less than 12 months)No
2013-02-26Plan is a collectively bargained planNo
2013-02-26Plan funding arrangement – InsuranceYes
2013-02-26Plan benefit arrangement – InsuranceYes
2012: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2012 form 5500 responses
2012-02-26Type of plan entitySingle employer plan
2012-02-26Submission has been amendedNo
2012-02-26This submission is the final filingNo
2012-02-26This return/report is a short plan year return/report (less than 12 months)No
2012-02-26Plan is a collectively bargained planNo
2012-02-26Plan funding arrangement – InsuranceYes
2012-02-26Plan benefit arrangement – InsuranceYes
2011: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2011 form 5500 responses
2011-02-26Type of plan entitySingle employer plan
2011-02-26Submission has been amendedNo
2011-02-26This submission is the final filingNo
2011-02-26This return/report is a short plan year return/report (less than 12 months)No
2011-02-26Plan is a collectively bargained planNo
2011-02-26Plan funding arrangement – InsuranceYes
2011-02-26Plan benefit arrangement – InsuranceYes
2010: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2010 form 5500 responses
2010-02-26Type of plan entitySingle employer plan
2010-02-26Submission has been amendedNo
2010-02-26This submission is the final filingNo
2010-02-26This return/report is a short plan year return/report (less than 12 months)No
2010-02-26Plan is a collectively bargained planNo
2010-02-26Plan funding arrangement – InsuranceYes
2010-02-26Plan benefit arrangement – InsuranceYes
2009: TOWARD INDEPENDENCE,INC. PREMIUM EXPENSE FLEXIBLE SPENDING ACCOUNT PLAN 2009 form 5500 responses
2009-02-26Type of plan entitySingle employer plan
2009-02-26Submission has been amendedNo
2009-02-26This submission is the final filingNo
2009-02-26This return/report is a short plan year return/report (less than 12 months)No
2009-02-26Plan is a collectively bargained planNo
2009-02-26Plan funding arrangement – InsuranceYes
2009-02-26Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10233213
Policy instance 1
Insurance contract or identification number10233213
Number of Individuals Covered211
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6,235
Total amount of fees paid to insurance companyUSD $10,211
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $63,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10233213
Policy instance 1
Insurance contract or identification number10233213
Number of Individuals Covered177
Insurance policy start date2022-07-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,138
Total amount of fees paid to insurance companyUSD $5,305
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $42,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10233213
Policy instance 2
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number575368
Policy instance 1
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number575368
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10233213
Policy instance 2
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 95828 )
Policy contract number575368
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10233213
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10233213
Policy instance 2
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number575368
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10191659
Policy instance 4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number905278
Policy instance 3
MEDICAL MUTUAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 29076 )
Policy contract number575368
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10191659
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10233213
Policy instance 1
SUPERIOR DENTAL CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96280 )
Policy contract numberD2745, D6745
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10191659
Policy instance 2
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number00170879
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10191658
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number191658
Policy instance 5
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number00170879
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number191659
Policy instance 3
SUPERIOR DENTAL CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96280 )
Policy contract numberD2745
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5461241
Policy instance 2
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number00170879
Policy instance 4
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number170879
Policy instance 3
SUPERIOR DENTAL CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96280 )
Policy contract numberD2745
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5461241
Policy instance 2
SUPERIOR DENTAL CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96280 )
Policy contract numberD2745
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5461241
Policy instance 2
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number00170879
Policy instance 5
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 54380 )
Policy contract number12700723
Policy instance 4
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number170879
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 54380 )
Policy contract number12700723
Policy instance 4
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5461241
Policy instance 2
SUPERIOR DENTAL CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96280 )
Policy contract numberD2745
Policy instance 1
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number00170879
Policy instance 5
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number572633
Policy instance 3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number175562
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number572633
Policy instance 3
COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )
Policy contract number00170879
Policy instance 5
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 54380 )
Policy contract number12700723
Policy instance 4
SUPERIOR DENTAL CARE, INC. (National Association of Insurance Commissioners NAIC id number: 96280 )
Policy contract numberD2745
Policy instance 1

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