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 LIFE PLAN
| Measure | Date | Value |
|---|
| 2015: SOUTHERN ORTHOPEDIC ASSOCIATES LIFE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 0 |
| 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 | 0 |
| Number of employers contributing to the scheme | 2015-02-01 | 0 |
| 2014: SOUTHERN ORTHOPEDIC ASSOCIATES LIFE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 166 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 155 |
| 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 | 155 |
| Number of employers contributing to the scheme | 2014-02-01 | 0 |
| 2013: SOUTHERN ORTHOPEDIC ASSOCIATES LIFE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 140 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 166 |
| 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 | 166 |
| Number of employers contributing to the scheme | 2013-02-01 | 0 |
| 2012: SOUTHERN ORTHOPEDIC ASSOCIATES LIFE 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 | 140 |
| 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 | 140 |
| Number of employers contributing to the scheme | 2012-02-01 | 0 |
| 2015: SOUTHERN ORTHOPEDIC ASSOCIATES LIFE PLAN 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | This submission is the final filing | Yes |
| 2015-02-01 | Plan funding arrangement – Insurance | Yes |
| 2015-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: SOUTHERN ORTHOPEDIC ASSOCIATES LIFE PLAN 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Plan funding arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SOUTHERN ORTHOPEDIC ASSOCIATES LIFE PLAN 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Plan funding arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SOUTHERN ORTHOPEDIC ASSOCIATES LIFE 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 – Insurance | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 768046G |
| Policy instance | 1 |
| Insurance contract or identification number | 768046G | | Number of Individuals Covered | 370 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $9,872 | | 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 $49,359 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,872 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 40000100014699 |
| Policy instance | 1 |
| Insurance contract or identification number | 40000100014699 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $8,495 | | Total amount of fees paid to insurance company | USD $786 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $42,476 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,811 | | Amount paid for insurance broker fees | 786 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 40000100014699 |
| Policy instance | 1 |
| Insurance contract or identification number | 40000100014699 | | Number of Individuals Covered | 166 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $8,016 | | Total amount of fees paid to insurance company | USD $1,054 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,302 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,016 | | Amount paid for insurance broker fees | 1054 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 40000100014699 |
| Policy instance | 1 |
| Insurance contract or identification number | 40000100014699 | | Number of Individuals Covered | 140 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $8,336 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,344 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,336 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
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