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MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 401k Plan overview

Plan NameMARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN
Plan identification number 501

MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN Benefits

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

401k Sponsoring company profile

MARQUETTE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:MARQUETTE UNIVERSITY
Employer identification number (EIN):390806251
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01CLAUDIA PAETSCH2023-07-24
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01STEVEN MCCAULEY
5012016-01-01OCTAVIO CASTRO
5012015-01-01OCTAVIO CASTRO
5012014-01-01OCTAVIO CASTRO
5012013-01-01OCTAVIO CASTRO
5012012-01-01OCTAVIO CASTRO
5012011-01-01OCTAVIO CASTRO
5012009-01-01OCTAVIO CASTRO
5012009-01-01 OCTAVIO CASTRO2010-07-30

Plan Statistics for MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN

401k plan membership statisitcs for MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN

Measure Date Value
2022: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,822
Total number of active participants reported on line 7a of the Form 55002022-01-011,778
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,778
Number of employers contributing to the scheme2022-01-010
2021: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,988
Total number of active participants reported on line 7a of the Form 55002021-01-011,822
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,822
2020: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,043
Total number of active participants reported on line 7a of the Form 55002020-01-011,952
Number of retired or separated participants receiving benefits2020-01-0136
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,988
2019: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,135
Total number of active participants reported on line 7a of the Form 55002019-01-012,022
Number of retired or separated participants receiving benefits2019-01-0121
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,043
2018: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,128
Total number of active participants reported on line 7a of the Form 55002018-01-012,115
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,135
2017: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,031
Total number of active participants reported on line 7a of the Form 55002017-01-012,062
Number of retired or separated participants receiving benefits2017-01-0144
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-012,128
2016: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,036
Total number of active participants reported on line 7a of the Form 55002016-01-011,967
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-012,031
2015: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,002
Total number of active participants reported on line 7a of the Form 55002015-01-011,954
Number of retired or separated participants receiving benefits2015-01-0150
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-012,036
2014: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,019
Total number of active participants reported on line 7a of the Form 55002014-01-011,944
Number of retired or separated participants receiving benefits2014-01-0140
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-012,002
2013: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,095
Total number of active participants reported on line 7a of the Form 55002013-01-011,959
Number of retired or separated participants receiving benefits2013-01-0160
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,019
2012: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,058
Total number of active participants reported on line 7a of the Form 55002012-01-012,047
Number of retired or separated participants receiving benefits2012-01-0148
Total of all active and inactive participants2012-01-012,095
Total participants2012-01-012,095
2011: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,018
Total number of active participants reported on line 7a of the Form 55002011-01-012,023
Number of retired or separated participants receiving benefits2011-01-0135
Total of all active and inactive participants2011-01-012,058
Total participants2011-01-012,058
2009: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,939
Total number of active participants reported on line 7a of the Form 55002009-01-011,979
Number of retired or separated participants receiving benefits2009-01-0124
Total of all active and inactive participants2009-01-012,003
Total participants2009-01-012,003

Form 5500 Responses for MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN

2022: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL 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 filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL 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 planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: MARQUETTE UNIVERSITY SELF FUNDED HEALTH AND DENTAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number216835
Policy instance 1
Insurance contract or identification number216835
Number of Individuals Covered430
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,416
Total amount of fees paid to insurance companyUSD $394
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $224,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,416
Amount paid for insurance broker fees394
Additional information about fees paid to insurance brokerPRODUCER SERVICE FEES, NON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0216835
Policy instance 1
Insurance contract or identification number0216835
Number of Individuals Covered461
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,651
Total amount of fees paid to insurance companyUSD $2,989
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCRITCAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $138,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,651
Amount paid for insurance broker fees2989
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0216836
Policy instance 2
Insurance contract or identification number0216836
Number of Individuals Covered354
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,373
Total amount of fees paid to insurance companyUSD $1,589
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $89,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,373
Amount paid for insurance broker fees1589
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0216835
Policy instance 1
Insurance contract or identification number0216835
Number of Individuals Covered460
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $41,928
Total amount of fees paid to insurance companyUSD $4,243
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCRITCAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $140,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,928
Amount paid for insurance broker fees4243
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0216836
Policy instance 2
Insurance contract or identification number0216836
Number of Individuals Covered315
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,633
Total amount of fees paid to insurance companyUSD $2,195
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $73,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,633
Amount paid for insurance broker fees2195
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3

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