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JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 401k Plan overview

Plan NameJONES-HARRISON RESIDENCE GROUP LIFE AND AD & D
Plan identification number 599

JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

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 GROUP LIFE AND AD & D

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5992021-04-01ANNETTE GREELY2022-10-11
5992020-04-01KELLY KARJA2021-08-30
5992019-04-01LINDSEY HART2020-12-29
5992018-04-01
5992017-04-01LOWELL BERGGREN
5992016-04-01LOWELL BERGGREN
5992015-04-01LOWELL BERGGREN
5992014-04-01LOWELL BERGGREN
5992013-04-01LOWELL BERGGREN
5992013-01-01LOWELL BERGGREN
5992012-01-01LOWELL BERGGREN
5992011-01-01LOWELL BERGGREN
5992009-01-01LOWELL BERGGREN
5992007-01-01LOWELL BERGGREN
5992006-01-01LOWELL BERGGREN
5992005-01-01LOWELL BERGGREN
5992003-01-01LOWELL BERGGREN
5992001-01-01LOWELL BERGGREN

Plan Statistics for JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D

401k plan membership statisitcs for JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D

Measure Date Value
2021: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2021 401k membership
Total participants, beginning-of-year2021-04-01171
Total number of active participants reported on line 7a of the Form 55002021-04-01148
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01148
Number of employers contributing to the scheme2021-04-010
2020: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2020 401k membership
Total participants, beginning-of-year2020-04-01168
Total number of active participants reported on line 7a of the Form 55002020-04-01171
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01171
Number of employers contributing to the scheme2020-04-010
2019: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2019 401k membership
Total participants, beginning-of-year2019-04-01174
Total number of active participants reported on line 7a of the Form 55002019-04-01168
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01168
Number of employers contributing to the scheme2019-04-010
2018: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2018 401k membership
Total participants, beginning-of-year2018-04-01177
Total number of active participants reported on line 7a of the Form 55002018-04-01174
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-01174
2017: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2017 401k membership
Total participants, beginning-of-year2017-04-01164
Total number of active participants reported on line 7a of the Form 55002017-04-01177
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01177
2016: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2016 401k membership
Total participants, beginning-of-year2016-04-01170
Total number of active participants reported on line 7a of the Form 55002016-04-01164
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-01164
2015: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2015 401k membership
Total participants, beginning-of-year2015-04-01168
Total number of active participants reported on line 7a of the Form 55002015-04-01170
Total of all active and inactive participants2015-04-01170
2014: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2014 401k membership
Total participants, beginning-of-year2014-04-01163
Total number of active participants reported on line 7a of the Form 55002014-04-01168
Total of all active and inactive participants2014-04-01168
2013: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2013 401k membership
Total participants, beginning-of-year2013-04-01175
Total number of active participants reported on line 7a of the Form 55002013-04-01170
Total of all active and inactive participants2013-04-01170
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-01175
Total of all active and inactive participants2013-01-01175
2012: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2012 401k membership
Total participants, beginning-of-year2012-01-01178
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Total of all active and inactive participants2012-01-01164
2011: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2011 401k membership
Total participants, beginning-of-year2011-01-01180
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Total of all active and inactive participants2011-01-01178
2009: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2009 401k membership
Total participants, beginning-of-year2009-01-01165
Total number of active participants reported on line 7a of the Form 55002009-01-01177
Total of all active and inactive participants2009-01-01177
2007: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2007 401k membership
Total participants, beginning-of-year2007-01-01161
Total number of active participants reported on line 7a of the Form 55002007-01-01160
Total of all active and inactive participants2007-01-01160
2006: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2006 401k membership
Total participants, beginning-of-year2006-01-01173
Total number of active participants reported on line 7a of the Form 55002006-01-01161
Total of all active and inactive participants2006-01-01161
2005: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2005 401k membership
Total participants, beginning-of-year2005-01-01175
Total number of active participants reported on line 7a of the Form 55002005-01-01173
Total of all active and inactive participants2005-01-01173
2003: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2003 401k membership
Total participants, beginning-of-year2003-01-01158
Total number of active participants reported on line 7a of the Form 55002003-01-01178
Total of all active and inactive participants2003-01-01178
2001: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2001 401k membership
Total participants, beginning-of-year2001-01-01152
Total number of active participants reported on line 7a of the Form 55002001-01-01152
Total of all active and inactive participants2001-01-01152

Form 5500 Responses for JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D

2021: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2007: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes
2005: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes
2003: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan benefit arrangement – InsuranceYes
2001: JONES-HARRISON RESIDENCE GROUP LIFE AND AD & D 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number29031-9
Policy instance 1
Insurance contract or identification number29031-9
Number of Individuals Covered177
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $3,219
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $26,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,674
Amount paid for insurance broker fees0
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number29031-9
Policy instance 1
Insurance contract or identification number29031-9
Number of Individuals Covered198
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $2,709
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $24,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,440
Amount paid for insurance broker fees0
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number29031-9
Policy instance 1
Insurance contract or identification number29031-9
Number of Individuals Covered235
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $2,268
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $22,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,030
Amount paid for insurance broker fees0
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number29031-9
Policy instance 1
Insurance contract or identification number29031-9
Number of Individuals Covered183
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $1,954
Total amount of fees paid to insurance companyUSD $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 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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE AND AD & D, BASIC AD&D
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 $19,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,954
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number29031-9
Policy instance 1
Insurance contract or identification number29031-9
Number of Individuals Covered177
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $1,870
Total amount of fees paid to insurance companyUSD $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 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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE AND AD & D, BASIC AD&D
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 $18,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,870
Insurance broker organization code?3
Insurance broker nameAGING SERVICES GROUP INS SOLUTIONS

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