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BELLIN MEMORIAL HOSPITAL GROUP HEALTH 401k Plan overview

Plan NameBELLIN MEMORIAL HOSPITAL GROUP HEALTH
Plan identification number 503

BELLIN MEMORIAL HOSPITAL GROUP HEALTH Benefits

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

401k Sponsoring company profile

BELLIN MEMORIAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:BELLIN MEMORIAL HOSPITAL
Employer identification number (EIN):390884478
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELLIN MEMORIAL HOSPITAL GROUP HEALTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032016-10-01TROY KOEBKE
5032015-10-01TROY KOEBKE
5032014-10-01TROY KOEBKE
5032013-10-01TROY KOEBKE
5032012-10-01TROY KOEBKE TROY KOEBKE2014-04-30
5032011-10-01KENNETH PETERS KENNETH PETERS2013-07-09
5032009-10-01KENNETH PETERS

Plan Statistics for BELLIN MEMORIAL HOSPITAL GROUP HEALTH

401k plan membership statisitcs for BELLIN MEMORIAL HOSPITAL GROUP HEALTH

Measure Date Value
2016: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2016 401k membership
Total participants, beginning-of-year2016-10-012,487
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-010
2015: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2015 401k membership
Total participants, beginning-of-year2015-10-012,285
Total number of active participants reported on line 7a of the Form 55002015-10-012,450
Number of retired or separated participants receiving benefits2015-10-0137
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-012,487
2014: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2014 401k membership
Total participants, beginning-of-year2014-10-012,108
Total number of active participants reported on line 7a of the Form 55002014-10-012,248
Number of retired or separated participants receiving benefits2014-10-0137
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-012,285
2013: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2013 401k membership
Total participants, beginning-of-year2013-10-012,051
Total number of active participants reported on line 7a of the Form 55002013-10-012,066
Number of retired or separated participants receiving benefits2013-10-0142
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-012,108
2012: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2012 401k membership
Total participants, beginning-of-year2012-10-012,142
Total number of active participants reported on line 7a of the Form 55002012-10-012,051
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-012,051
Total participants2012-10-012,051
2011: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2011 401k membership
Total participants, beginning-of-year2011-10-011,972
Total number of active participants reported on line 7a of the Form 55002011-10-012,050
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-012,050
Total participants2011-10-012,050
2009: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2009 401k membership
Total participants, beginning-of-year2009-10-011,764
Total number of active participants reported on line 7a of the Form 55002009-10-011,853
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-011,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-011,853

Form 5500 Responses for BELLIN MEMORIAL HOSPITAL GROUP HEALTH

2016: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingYes
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes
2012: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – General assets of the sponsorYes
2011: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes
2009: BELLIN MEMORIAL HOSPITAL GROUP HEALTH 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number8734
Policy instance 1
Insurance contract or identification number8734
Number of Individuals Covered3622
Insurance policy start date2016-01-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $15,202
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $152,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,202
Insurance broker organization code?3
Insurance broker nameASSOCIATED FINANCIAL GROUP LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number706603
Policy instance 1
Insurance contract or identification number706603
Number of Individuals Covered2051
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $57,721
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
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 $576,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,721
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameASSOCIATED FINANCIAL GROUP LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number706603
Policy instance 1
Insurance contract or identification number706603
Number of Individuals Covered2050
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $53,871
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $500,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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