SOUTHERN ORTHOPEDIC ASSOCIATES SC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2020: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-02-01 | 242 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 134 |
| Number of retired or separated participants receiving benefits | 2020-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 0 |
| Total of all active and inactive participants | 2020-02-01 | 134 |
| Number of employers contributing to the scheme | 2020-02-01 | 0 |
| 2019: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 237 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 242 |
| Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
| Total of all active and inactive participants | 2019-02-01 | 242 |
| Number of employers contributing to the scheme | 2019-02-01 | 0 |
| 2018: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 233 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 237 |
| Number of retired or separated participants receiving benefits | 2018-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 0 |
| Total of all active and inactive participants | 2018-02-01 | 237 |
| Number of employers contributing to the scheme | 2018-02-01 | 0 |
| 2017: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 348 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 233 |
| Number of retired or separated participants receiving benefits | 2017-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 0 |
| Total of all active and inactive participants | 2017-02-01 | 233 |
| Number of employers contributing to the scheme | 2017-02-01 | 0 |
| 2016: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 210 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 348 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 0 |
| Total of all active and inactive participants | 2016-02-01 | 348 |
| Number of employers contributing to the scheme | 2016-02-01 | 0 |
| 2015: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 210 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 210 |
| Number of retired or separated participants receiving benefits | 2015-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-02-01 | 0 |
| Total of all active and inactive participants | 2015-02-01 | 210 |
| Number of employers contributing to the scheme | 2015-02-01 | 0 |
| 2014: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 210 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 210 |
| Number of retired or separated participants receiving benefits | 2014-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 0 |
| Total of all active and inactive participants | 2014-02-01 | 210 |
| Number of employers contributing to the scheme | 2014-02-01 | 0 |
| 2013: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 210 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 210 |
| Number of retired or separated participants receiving benefits | 2013-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-02-01 | 0 |
| Total of all active and inactive participants | 2013-02-01 | 210 |
| Number of employers contributing to the scheme | 2013-02-01 | 0 |
| 2012: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 210 |
| Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 0 |
| Total of all active and inactive participants | 2012-02-01 | 210 |
| Number of employers contributing to the scheme | 2012-02-01 | 0 |
| 2020: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | Plan funding arrangement – Insurance | Yes |
| 2020-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | Plan funding arrangement – Insurance | Yes |
| 2019-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Plan funding arrangement – Insurance | Yes |
| 2018-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Plan funding arrangement – Insurance | Yes |
| 2017-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Plan funding arrangement – Insurance | Yes |
| 2016-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: SOUTHERN ORTHOPEDIC ASSOCIATES MEDICAL PLAN 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | First time form 5500 has been submitted | Yes |
| 2012-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F025282 |
| Policy instance | 3 |
| Insurance contract or identification number | F025282 | | Number of Individuals Covered | 162 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $15,663 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $89,556 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,663 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 253152 |
| Policy instance | 2 |
| Insurance contract or identification number | 253152 | | Number of Individuals Covered | 315 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $8,658 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,320,234 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $8,658 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | Y1108 |
| Policy instance | 1 |
| Insurance contract or identification number | Y1108 | | Number of Individuals Covered | 141 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $20,014 | | Total amount of fees paid to insurance company | USD $1,115 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL, CANCER | | Welfare Benefit Premiums Paid to Carrier | USD $107,836 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,657 | | Amount paid for insurance broker fees | 799 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 508583 |
| Policy instance | 1 |
| Insurance contract or identification number | 508583 | | Number of Individuals Covered | 213 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $19,564 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $195,643 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,564 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | Y1108 |
| Policy instance | 3 |
| Insurance contract or identification number | Y1108 | | Number of Individuals Covered | 162 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $21,343 | | Total amount of fees paid to insurance company | USD $1,107 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL, CANCER | | Welfare Benefit Premiums Paid to Carrier | USD $112,920 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,470 | | Amount paid for insurance broker fees | 791 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 768046G |
| Policy instance | 2 |
| Insurance contract or identification number | 768046G | | Number of Individuals Covered | 242 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $17,075 | | Total amount of fees paid to insurance company | USD $537 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $78,818 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,075 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | BONUS |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 508583 |
| Policy instance | 1 |
| Insurance contract or identification number | 508583 | | Number of Individuals Covered | 225 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $20,023 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $200,227 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,023 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | Y1108 |
| Policy instance | 3 |
| Insurance contract or identification number | Y1108 | | Number of Individuals Covered | 151 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $20,416 | | Total amount of fees paid to insurance company | USD $715 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL, CANCER | | Welfare Benefit Premiums Paid to Carrier | USD $101,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,070 | | Amount paid for insurance broker fees | 513 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 768046G |
| Policy instance | 2 |
| Insurance contract or identification number | 768046G | | Number of Individuals Covered | 237 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $13,560 | | Total amount of fees paid to insurance company | USD $762 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $67,826 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,560 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | BONUS |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 768046G |
| Policy instance | 2 |
| Insurance contract or identification number | 768046G | | Number of Individuals Covered | 233 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $12,988 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $69,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | Y1108 |
| Policy instance | 3 |
| Insurance contract or identification number | Y1108 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $15,680 | | Total amount of fees paid to insurance company | USD $130 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL, CANCER | | Welfare Benefit Premiums Paid to Carrier | USD $93,092 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 508583 |
| Policy instance | 1 |
| Insurance contract or identification number | 508583 | | Number of Individuals Covered | 209 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $14,163 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $141,629 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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