401k Plan data: JONES-HARRISON RESIDENCE DENTAL PLAN plan

JONES-HARRISON RESIDENCE DENTAL PLAN 401k Plan overview

Plan Name	JONES-HARRISON RESIDENCE DENTAL PLAN
Plan identification number	502

JONES-HARRISON RESIDENCE DENTAL PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Dental

401k Sponsoring company profile

JONES-HARRISON RESIDENCE has sponsored the creation of one or more 401k plans.

Company Name: JONES-HARRISON RESIDENCE

Employer identification number (EIN): 410693899

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES-HARRISON RESIDENCE DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2022-01-01 ANNETTE GREELY 2023-04-26
502 2021-01-01 KELLY KARJA 2022-04-28
502 2020-01-01 LINDSEY HART 2021-05-17
502 2019-01-01 LINDSEY HART 2020-09-04
502 2018-01-01 LOWELL BERGGREN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
502	2022-01-01	ANNETTE GREELY	2023-04-26
502	2021-01-01	KELLY KARJA	2022-04-28
502	2020-01-01	LINDSEY HART	2021-05-17
502	2019-01-01	LINDSEY HART	2020-09-04
502	2018-01-01	LOWELL BERGGREN

Plan Statistics for JONES-HARRISON RESIDENCE DENTAL PLAN

401k plan membership statisitcs for JONES-HARRISON RESIDENCE DENTAL PLAN

Measure Date Value
2022: JONES-HARRISON RESIDENCE DENTAL PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 142
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 142
Number of employers contributing to the scheme 2022-01-01 0
2021: JONES-HARRISON RESIDENCE DENTAL PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 104
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 104
Number of employers contributing to the scheme 2021-01-01 0
2020: JONES-HARRISON RESIDENCE DENTAL PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 104
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 104
Number of employers contributing to the scheme 2020-01-01 0
2019: JONES-HARRISON RESIDENCE DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 107
Number of employers contributing to the scheme 2019-01-01 0
2018: JONES-HARRISON RESIDENCE DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 106
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 107

Measure	Date	Value
2022: JONES-HARRISON RESIDENCE DENTAL PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	142
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	142
Number of employers contributing to the scheme	2022-01-01	0
2021: JONES-HARRISON RESIDENCE DENTAL PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	104
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	104
Number of employers contributing to the scheme	2021-01-01	0
2020: JONES-HARRISON RESIDENCE DENTAL PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	104
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	104
Number of employers contributing to the scheme	2020-01-01	0
2019: JONES-HARRISON RESIDENCE DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	107
Number of employers contributing to the scheme	2019-01-01	0
2018: JONES-HARRISON RESIDENCE DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	106
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	107

Form 5500 Responses for JONES-HARRISON RESIDENCE DENTAL PLAN

2022: JONES-HARRISON RESIDENCE DENTAL PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: JONES-HARRISON RESIDENCE DENTAL PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: JONES-HARRISON RESIDENCE DENTAL PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: JONES-HARRISON RESIDENCE DENTAL PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: JONES-HARRISON RESIDENCE DENTAL PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

8120

Policy instance

Insurance contract or identification number	8120
Number of Individuals Covered	193
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,215
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $10,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,215
Insurance broker organization code?	3

Potentially related plans

JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D [EIN = 411831352]

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Company Name:	JONES-HARRISON RESIDENCE
Employer identification number (EIN):	410693899
NAIC Classification:	621610
NAIC Description:	Home Health Care Services