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ST OLAF COLLEGE MEDICAL BENEFITS PLAN 401k Plan overview

Plan NameST OLAF COLLEGE MEDICAL BENEFITS PLAN
Plan identification number 504

ST OLAF COLLEGE MEDICAL BENEFITS PLAN Benefits

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

401k Sponsoring company profile

ST OLAF COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:ST OLAF COLLEGE
Employer identification number (EIN):410693979
NAIC Classification:611000

Additional information about ST OLAF COLLEGE

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5309830

More information about ST OLAF COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST OLAF COLLEGE MEDICAL BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042018-09-01
5042017-09-01
5042016-09-01NATHAN ENGLE
5042015-09-01NATHAN ENGLE
5042014-09-01NATHAN ENGLE
5042014-09-01NATHAN ENGLE
5042013-09-01NATHAN ENGLE
5042012-09-01ANGELA MATHEWS ANGELA MATHEWS2014-03-14
5042011-09-01ANGELA MATHEWS ANGELA MATHEWS2013-03-07
5042010-09-01ANGELA MATHEWS
5042009-09-01ANGELA MATHEWS
5042009-09-01 ANGELA MATHEWS2011-03-16

Plan Statistics for ST OLAF COLLEGE MEDICAL BENEFITS PLAN

401k plan membership statisitcs for ST OLAF COLLEGE MEDICAL BENEFITS PLAN

Measure Date Value
2018: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01546
Total of all active and inactive participants2018-09-010
Total participants2018-09-010
2017: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01560
Total number of active participants reported on line 7a of the Form 55002017-09-01514
Number of retired or separated participants receiving benefits2017-09-0130
Total of all active and inactive participants2017-09-01544
Total participants2017-09-01544
2016: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01559
Total number of active participants reported on line 7a of the Form 55002016-09-01545
Number of retired or separated participants receiving benefits2016-09-0122
Total of all active and inactive participants2016-09-01567
Total participants2016-09-01567
2015: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01549
Total number of active participants reported on line 7a of the Form 55002015-09-01541
Number of retired or separated participants receiving benefits2015-09-0122
Total of all active and inactive participants2015-09-01563
Total participants2015-09-01563
2014: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01554
Total number of active participants reported on line 7a of the Form 55002014-09-01524
Number of retired or separated participants receiving benefits2014-09-0117
Total of all active and inactive participants2014-09-01541
Total participants2014-09-01541
2013: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01553
Total number of active participants reported on line 7a of the Form 55002013-09-01529
Number of retired or separated participants receiving benefits2013-09-0114
Total of all active and inactive participants2013-09-01543
Total participants2013-09-01543
2012: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01543
Total number of active participants reported on line 7a of the Form 55002012-09-01554
Number of retired or separated participants receiving benefits2012-09-0112
Total of all active and inactive participants2012-09-01566
Total participants2012-09-01566
2011: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01561
Total number of active participants reported on line 7a of the Form 55002011-09-01570
Number of retired or separated participants receiving benefits2011-09-0119
Total of all active and inactive participants2011-09-01589
Total participants2011-09-01589
2010: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01597
Total number of active participants reported on line 7a of the Form 55002010-09-01579
Number of retired or separated participants receiving benefits2010-09-0119
Total of all active and inactive participants2010-09-01598
Total participants2010-09-01598
2009: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01586
Total number of active participants reported on line 7a of the Form 55002009-09-01572
Number of retired or separated participants receiving benefits2009-09-0116
Total of all active and inactive participants2009-09-01588
Total participants2009-09-01588

Form 5500 Responses for ST OLAF COLLEGE MEDICAL BENEFITS PLAN

2018: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingYes
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – General assets of the sponsorYes
2018-09-01Plan benefit arrangement – General assets of the sponsorYes
2017: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – General assets of the sponsorYes
2017-09-01Plan benefit arrangement – General assets of the sponsorYes
2016: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – General assets of the sponsorYes
2016-09-01Plan benefit arrangement – General assets of the sponsorYes
2015: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – General assets of the sponsorYes
2015-09-01Plan benefit arrangement – General assets of the sponsorYes
2014: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedYes
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – General assets of the sponsorYes
2014-09-01Plan benefit arrangement – General assets of the sponsorYes
2013: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – General assets of the sponsorYes
2013-09-01Plan benefit arrangement – General assets of the sponsorYes
2012: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – General assets of the sponsorYes
2012-09-01Plan benefit arrangement – General assets of the sponsorYes
2011: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – General assets of the sponsorYes
2011-09-01Plan benefit arrangement – General assets of the sponsorYes
2010: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – General assets of the sponsorYes
2010-09-01Plan benefit arrangement – General assets of the sponsorYes
2009: ST OLAF COLLEGE MEDICAL BENEFITS PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – General assets of the sponsorYes
2009-09-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberEP994
Policy instance 1
Insurance contract or identification numberEP994
Number of Individuals Covered1109
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $15,154
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 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 $540,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,154
Amount paid for insurance broker fees0
Insurance broker organization code?3
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberEP994
Policy instance 1
Insurance contract or identification numberEP994
Number of Individuals Covered1125
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
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 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 $469,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberEP994
Policy instance 1
Insurance contract or identification numberEP994
Number of Individuals Covered1173
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $41,598
Total amount of fees paid to insurance companyUSD $14,837
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 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 $521,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,598
Amount paid for insurance broker fees14837
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberEP994, EP125
Policy instance 1
Insurance contract or identification numberEP994, EP125
Number of Individuals Covered1148
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $37,905
Total amount of fees paid to insurance companyUSD $9,476
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 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 $484,841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,905
Amount paid for insurance broker fees9476
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberEP994, EP125
Policy instance 1
Insurance contract or identification numberEP994, EP125
Number of Individuals Covered1158
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $41,746
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 $451,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,746
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberEP125,. EP994
Policy instance 1
Insurance contract or identification numberEP125,. EP994
Number of Individuals Covered1199
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $42,864
Total amount of fees paid to insurance companyUSD $4,014
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 $338,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,864
Amount paid for insurance broker fees4014
Additional information about fees paid to insurance brokerINCENTIVE
Insurance broker organization code?3
Insurance broker nameRJF A MARSH & MCLENNAN AGENCY
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberEP125, EP994
Policy instance 1
Insurance contract or identification numberEP125, EP994
Number of Individuals Covered589
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $43,779
Total amount of fees paid to insurance companyUSD $5,927
Welfare Benefit Premiums Paid to CarrierUSD $374,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberEP125
Policy instance 1
Insurance contract or identification numberEP125
Number of Individuals Covered598
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $37,417
Welfare Benefit Premiums Paid to CarrierUSD $336,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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