WHEATON FRANCISCAN SERVICES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 513 | 2017-01-01 | JOHN OLIVERIO | | JOHN OLIVERIO | 2018-10-10 |
| 513 | 2016-01-01 | JOHN OLIVERIO | | JOHN OLIVERIO | 2017-10-10 |
| 513 | 2015-01-01 | VERONICA A BARICEVIC, VP BENEFITS | | | |
| 513 | 2014-01-01 | VERONICA A BARICEVIC, VP BENEFITS | | | |
| 513 | 2013-01-01 | VERONICA A BARICEVIC, VP BENEFITS | | | |
| 513 | 2012-01-01 | VERONICA A BARICEVIC, VP BENEFITS | | | |
| 513 | 2011-01-01 | VERONICA A BARICEVIC, VP BENEFITS | | | |
| 513 | 2010-01-01 | VERONICA A BARICEVIC, VP BENEFITS | | JONATHAN W SOHN, SENIOR VP AND CFO | 2011-10-17 |
| 513 | 2009-01-01 | VERONICA A BARICEVIC, VP BENEFITS | | | |
401k plan membership statisitcs for WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN
| Measure | Date | Value |
|---|
| 2017: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 0 |
| Number of participants with account balances | 2017-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 456 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 441 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 441 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 441 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 443 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 459 |
| Total of all active and inactive participants | 2015-01-01 | 459 |
| Total participants | 2015-01-01 | 459 |
| 2014: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 445 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 447 |
| Total of all active and inactive participants | 2014-01-01 | 447 |
| Total participants | 2014-01-01 | 447 |
| 2013: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 445 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 445 |
| Total of all active and inactive participants | 2013-01-01 | 445 |
| Total participants | 2013-01-01 | 445 |
| 2012: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 436 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 449 |
| Total of all active and inactive participants | 2012-01-01 | 449 |
| Total participants | 2012-01-01 | 449 |
| 2011: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 427 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 436 |
| Total of all active and inactive participants | 2011-01-01 | 436 |
| Total participants | 2011-01-01 | 436 |
| 2010: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 429 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 431 |
| Total of all active and inactive participants | 2010-01-01 | 431 |
| Total participants | 2010-01-01 | 431 |
| 2009: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 431 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 429 |
| Total of all active and inactive participants | 2009-01-01 | 429 |
| Total participants | 2009-01-01 | 429 |
| 2017: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: WHEATON FRANCISCAN SERVICES EXECUTIVE LTD PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 387319 |
| Policy instance | 1 |
| Insurance contract or identification number | 387319 | | Number of Individuals Covered | 460 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2016-01-01 | | Total amount of commissions paid to insurance broker | USD $26,027 | | Total amount of fees paid to insurance company | USD $22,236 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,193,784 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,027 | | Amount paid for insurance broker fees | 22236 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 | | Insurance broker name | THE BENEFIT SERVICES GROUP INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 387319 |
| Policy instance | 1 |
| Insurance contract or identification number | 387319 | | Number of Individuals Covered | 447 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2015-01-01 | | Total amount of commissions paid to insurance broker | USD $25,527 | | Total amount of fees paid to insurance company | USD $15,954 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,383,910 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,527 | | Amount paid for insurance broker fees | 15954 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 | | Insurance broker name | THE BENEFIT SERVICES GROUP INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 387319 |
| Policy instance | 1 |
| Insurance contract or identification number | 387319 | | Number of Individuals Covered | 445 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2014-01-01 | | Total amount of commissions paid to insurance broker | USD $28,738 | | Total amount of fees paid to insurance company | USD $8,735 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,346,153 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,445 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 8735 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker name | THE BENEFIT SERVICES GROUP INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 387319 |
| Policy instance | 1 |
| Insurance contract or identification number | 387319 | | Number of Individuals Covered | 452 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2013-01-01 | | Total amount of commissions paid to insurance broker | USD $64,029 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,134,890 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $64,029 | | Insurance broker organization code? | 3 | | Insurance broker name | SEBS MILWAUKEE INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 387319 |
| Policy instance | 1 |
| Insurance contract or identification number | 387319 | | Number of Individuals Covered | 439 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2012-01-01 | | Total amount of commissions paid to insurance broker | USD $63,760 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,124,766 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 387319 |
| Policy instance | 1 |
| Insurance contract or identification number | 387319 | | Number of Individuals Covered | 431 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2011-01-01 | | Total amount of commissions paid to insurance broker | USD $64,467 | | Total amount of fees paid to insurance company | USD $1,266 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,036,383 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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