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STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 401k Plan overview

Plan NameSTEIN HOSPICE SERVICE LIFE INSURANCE PLAN
Plan identification number 503

STEIN HOSPICE SERVICE LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

STEIN HOSPICE SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEIN HOSPICE SERVICE, INC.
Employer identification number (EIN):341411008
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEIN HOSPICE SERVICE LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032021-01-01
5032020-01-01
5032019-01-01
5032018-01-01
5032017-01-01TAMARA ZUILHOF TAMARA ZUILHOF2018-10-11
5032016-01-01TAMARA ZUILHOF TAMARA ZUILHOF2017-10-09
5032015-01-01TAMARA ZUILHOF TAMARA ZUILHOF2016-10-14
5032014-01-01TAMARA ZUILHOF TAMARA ZUILHOF2015-10-08
5032013-01-01TAMARA ZUILHOF TAMARA ZUILHOF2014-10-08
5032012-01-01TAMARA ZUILHOF TAMARA ZUILHOF2013-10-04
5032011-01-01TAMARA ZUILHOF TAMARA ZUILHOF2012-09-11
5032010-01-01TAMARA ZUILHOF TAMARA ZUILHOF2011-10-11

Plan Statistics for STEIN HOSPICE SERVICE LIFE INSURANCE PLAN

401k plan membership statisitcs for STEIN HOSPICE SERVICE LIFE INSURANCE PLAN

Measure Date Value
2021: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01108
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01106
2020: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01133
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01108
2019: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01133
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01133
2018: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-01151
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01151
2017: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01149
2016: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01176
Total number of active participants reported on line 7a of the Form 55002016-01-01162
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01162
2015: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01176
2014: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01268
Total number of active participants reported on line 7a of the Form 55002014-01-01197
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01197
2013: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01268
Total of all active and inactive participants2013-01-01268
2012: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01264
Total number of active participants reported on line 7a of the Form 55002012-01-01239
Total of all active and inactive participants2012-01-01239
2011: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01248
Total number of active participants reported on line 7a of the Form 55002011-01-01264
Total of all active and inactive participants2011-01-01264
2010: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01218
Total number of active participants reported on line 7a of the Form 55002010-01-01248
Total of all active and inactive participants2010-01-01248

Form 5500 Responses for STEIN HOSPICE SERVICE LIFE INSURANCE PLAN

2021: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: STEIN HOSPICE SERVICE LIFE INSURANCE 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: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: STEIN HOSPICE SERVICE LIFE INSURANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan 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 number000010249456
Policy instance 1
Insurance contract or identification number000010249456
Number of Individuals Covered106
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,135
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,135
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010249456
Policy instance 1
Insurance contract or identification number000010249456
Number of Individuals Covered108
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,066
Total amount of fees paid to insurance companyUSD $285
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,066
Amount paid for insurance broker fees285
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010249456
Policy instance 1
Insurance contract or identification number000010249456
Number of Individuals Covered133
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,382
Total amount of fees paid to insurance companyUSD $331
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,051
Amount paid for insurance broker fees331
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number00172493A
Policy instance 1
Insurance contract or identification number00172493A
Number of Individuals Covered151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,967
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,353
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 157263
Policy instance 1
Insurance contract or identification numberGL 157263
Number of Individuals Covered149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,742
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $37,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,742
Insurance broker organization code?3
Insurance broker nameDAWSON INSURANCE INC
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number00172493
Policy instance 1
Insurance contract or identification number00172493
Number of Individuals Covered176
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,521
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,521
Insurance broker organization code?3
Insurance broker nameASSURED PARTNERS OF OHIO LLC
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number00172493
Policy instance 1
Insurance contract or identification number00172493
Number of Individuals Covered197
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,304
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,304
Insurance broker organization code?3
Insurance broker nameASSURED PARTNERS OF OHIO LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1031966
Policy instance 1
Insurance contract or identification number1031966
Number of Individuals Covered595
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,532
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $176,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,532
Insurance broker organization code?3
Insurance broker nameASSURED PARTNERS OF OHIO LLC
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number00171221
Policy instance 1
Insurance contract or identification number00171221
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,802
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,224
Additional information about fees paid to insurance brokerSALES & BUSINESS COMMISSION
Insurance broker organization code?3
Insurance broker nameASSURED PARTNERS OH OHIO LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AFHQ
Policy instance 2
Insurance contract or identification numberG000AFHQ
Number of Individuals Covered246
Insurance policy start date2011-03-01
Insurance policy end date2011-06-01
Total amount of commissions paid to insurance brokerUSD $403
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD D
Welfare Benefit Premiums Paid to CarrierUSD $4,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number00171221
Policy instance 1
Insurance contract or identification number00171221
Insurance policy start date2011-06-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $903
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD D
Welfare Benefit Premiums Paid to CarrierUSD $10,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AFHQ
Policy instance 2
Insurance contract or identification numberG000AFHQ
Number of Individuals Covered240
Insurance policy start date2010-03-01
Insurance policy end date2011-03-01
Total amount of commissions paid to insurance brokerUSD $1,642
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD D
Welfare Benefit Premiums Paid to CarrierUSD $16,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,642
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Insurance broker nameALLEN THORLEY DELLOYD INC
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number00100027
Policy instance 1
Insurance contract or identification number00100027
Number of Individuals Covered219
Insurance policy start date2010-01-01
Insurance policy end date2010-01-31
Total amount of commissions paid to insurance brokerUSD $87
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD D
Welfare Benefit Premiums Paid to CarrierUSD $870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMILLER INSURANCE AGENCY INC

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