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WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 401k Plan overview

Plan NameWHEATON FRANCISCAN SERVICES INC MEDICAL PLAN
Plan identification number 501

WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Other welfare benefit cover

401k Sponsoring company profile

WHEATON FRANCISCAN SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:WHEATON FRANCISCAN SERVICES INC
Employer identification number (EIN):363262111
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-01-01JOHN OLIVERIO
5012016-01-01JOHN OLIVERIO JOHN OLIVERIO2017-10-10
5012015-01-01VERONICA A BARICEVIC, VP BENEFITS
5012014-01-01VERONICA A BARICEVIC, VP BENEFITS
5012013-01-01VERONICA A BARICEVIC, VP BENEFITS
5012012-01-01VERONICA A BARICEVIC, VP BENEFITS
5012011-01-01VERONICA A BARICEVIC, VP BENEFITS

Plan Statistics for WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN

401k plan membership statisitcs for WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN

Measure Date Value
2017: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-010
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 participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,494
Total number of active participants reported on line 7a of the Form 55002016-01-018,476
Number of retired or separated participants receiving benefits2016-01-01128
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018,604
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,515
Total number of active participants reported on line 7a of the Form 55002015-01-019,312
Number of retired or separated participants receiving benefits2015-01-0180
Total of all active and inactive participants2015-01-019,392
Total participants2015-01-019,392
2014: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,343
Total number of active participants reported on line 7a of the Form 55002014-01-019,317
Number of retired or separated participants receiving benefits2014-01-0144
Total of all active and inactive participants2014-01-019,361
Total participants2014-01-019,361
2013: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,391
Total number of active participants reported on line 7a of the Form 55002013-01-019,224
Number of retired or separated participants receiving benefits2013-01-01119
Total of all active and inactive participants2013-01-019,343
Total participants2013-01-019,343
2012: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,130
Total number of active participants reported on line 7a of the Form 55002012-01-019,075
Number of retired or separated participants receiving benefits2012-01-0199
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-019,177
Total participants2012-01-019,177
2011: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,057
Total number of active participants reported on line 7a of the Form 55002011-01-018,966
Number of retired or separated participants receiving benefits2011-01-01105
Total of all active and inactive participants2011-01-019,071
Total participants2011-01-019,071

Form 5500 Responses for WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN

2017: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: WHEATON FRANCISCAN SERVICES INC MEDICAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB64528
Policy instance 1
Insurance contract or identification numberB64528
Number of Individuals Covered138
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $47,337
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $987,624
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,337
Insurance broker organization code?3
Insurance broker nameTHE BENEFITS SERVICES GROUP INC
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number02394
Policy instance 2
Insurance contract or identification number02394
Number of Individuals Covered48
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,763
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $213,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,763
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB64528
Policy instance 1
Insurance contract or identification numberB64528
Number of Individuals Covered195
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $60,447
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,246,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,447
Insurance broker organization code?3
Insurance broker nameTHE BENEFITS SERVICES GROUP INC
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number02394
Policy instance 2
Insurance contract or identification number02394
Number of Individuals Covered38
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,009
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $221,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,009
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB64528
Policy instance 1
Insurance contract or identification numberB64528
Number of Individuals Covered222
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $73,322
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,469,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,322
Insurance broker nameTHE BENEFITS SERVICES GROUP INC
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number02394
Policy instance 2
Insurance contract or identification number02394
Number of Individuals Covered41
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,149
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $217,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,149
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB64528
Policy instance 1
Insurance contract or identification numberB64528
Number of Individuals Covered370
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $107,070
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,141,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $107,070
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number02394
Policy instance 2
Insurance contract or identification number02394
Number of Individuals Covered53
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,024
Total amount of fees paid to insurance companyUSD $627
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $243,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,024
Amount paid for insurance broker fees627
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB64528
Policy instance 1
Insurance contract or identification numberB64528
Number of Individuals Covered350
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $105,261
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,003,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number02394
Policy instance 2
Insurance contract or identification number02394
Number of Individuals Covered56
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,791
Total amount of fees paid to insurance companyUSD $957
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $252,718
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB64528 264528
Policy instance 1
Insurance contract or identification numberB64528 264528
Number of Individuals Covered519
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $126,510
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,529,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number02394
Policy instance 2
Insurance contract or identification number02394
Number of Individuals Covered60
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,000
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $276,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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