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CAPIN CROUSE LLP MEDICAL PLAN 401k Plan overview

Plan NameCAPIN CROUSE LLP MEDICAL PLAN
Plan identification number 501

CAPIN CROUSE LLP MEDICAL PLAN Benefits

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

401k Sponsoring company profile

CAPIN CROUSE LLP has sponsored the creation of one or more 401k plans.

Company Name:CAPIN CROUSE LLP
Employer identification number (EIN):363990892
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPIN CROUSE LLP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01LEANN FRITZLER2024-08-16
5012022-01-01ROSEMARY K WATKINS2023-10-16
5012021-01-01
5012021-01-01TABORAH MILEY
5012020-06-01
5012019-06-01
5012017-06-01DAVE GUNTER
5012016-06-01
5012015-06-01
5012014-06-01
5012013-06-01

Plan Statistics for CAPIN CROUSE LLP MEDICAL PLAN

401k plan membership statisitcs for CAPIN CROUSE LLP MEDICAL PLAN

Measure Date Value
2023: CAPIN CROUSE LLP MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01119
Total number of active participants reported on line 7a of the Form 55002023-01-01162
Total of all active and inactive participants2023-01-01162
2022: CAPIN CROUSE LLP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01134
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Total of all active and inactive participants2022-01-01119
2021: CAPIN CROUSE LLP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01125
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Total of all active and inactive participants2021-01-01134
2020: CAPIN CROUSE LLP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01129
Total number of active participants reported on line 7a of the Form 55002020-06-01125
Total of all active and inactive participants2020-06-01125
2019: CAPIN CROUSE LLP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01118
Total number of active participants reported on line 7a of the Form 55002019-06-01129
Total of all active and inactive participants2019-06-01129
2017: CAPIN CROUSE LLP MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01126
Total number of active participants reported on line 7a of the Form 55002017-06-01127
Total of all active and inactive participants2017-06-01127
2016: CAPIN CROUSE LLP MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01115
Total number of active participants reported on line 7a of the Form 55002016-06-01126
Total of all active and inactive participants2016-06-01126
2015: CAPIN CROUSE LLP MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01124
Total number of active participants reported on line 7a of the Form 55002015-06-01115
Total of all active and inactive participants2015-06-01115
2014: CAPIN CROUSE LLP MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01122
Total number of active participants reported on line 7a of the Form 55002014-06-01124
Total of all active and inactive participants2014-06-01124
2013: CAPIN CROUSE LLP MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01101
Total number of active participants reported on line 7a of the Form 55002013-06-01119
Number of retired or separated participants receiving benefits2013-06-012
Number of other retired or separated participants entitled to future benefits2013-06-011
Total of all active and inactive participants2013-06-01122

Form 5500 Responses for CAPIN CROUSE LLP MEDICAL PLAN

2023: CAPIN CROUSE LLP MEDICAL PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: CAPIN CROUSE LLP MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CAPIN CROUSE LLP MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CAPIN CROUSE LLP MEDICAL PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: CAPIN CROUSE LLP MEDICAL PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2017: CAPIN CROUSE LLP MEDICAL PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: CAPIN CROUSE LLP MEDICAL PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: CAPIN CROUSE LLP MEDICAL PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: CAPIN CROUSE LLP MEDICAL PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: CAPIN CROUSE LLP MEDICAL PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01First time form 5500 has been submittedYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGMA6673138
Policy instance 2
Insurance contract or identification numberGMA6673138
Number of Individuals Covered126
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $37,291
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $177,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0176019
Policy instance 1
Insurance contract or identification number0176019
Number of Individuals Covered320
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $10,339
Total amount of fees paid to insurance companyUSD $3,543
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,630,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract number
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0176019
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0921479
Policy instance 1
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberMDX N18018391
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0921479
Policy instance 1
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 )
Policy contract number18251
Policy instance 2
ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC. (National Association of Insurance Commissioners NAIC id number: 11011 )
Policy contract number195635
Policy instance 1
AMERICAN PUBLIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60801 )
Policy contract number18251
Policy instance 2
ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC. (National Association of Insurance Commissioners NAIC id number: 11011 )
Policy contract number195635
Policy instance 1
BEAZLEY INSURANCE COMPANY INC (National Association of Insurance Commissioners NAIC id number: 37540 )
Policy contract numberCP7848
Policy instance 2
ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC. (National Association of Insurance Commissioners NAIC id number: 11011 )
Policy contract number195635
Policy instance 1
BEAZLEY INSURANCE COMPANY INC (National Association of Insurance Commissioners NAIC id number: 37540 )
Policy contract numberCP7848
Policy instance 2
ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC. (National Association of Insurance Commissioners NAIC id number: 11011 )
Policy contract number195635
Policy instance 1
ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC. (National Association of Insurance Commissioners NAIC id number: 11011 )
Policy contract number195635
Policy instance 1

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