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GUTHRIE THEATER MEDICAL/DENTAL PLAN 401k Plan overview

Plan NameGUTHRIE THEATER MEDICAL/DENTAL PLAN
Plan identification number 501

GUTHRIE THEATER MEDICAL/DENTAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

GUTHRIE THEATER FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:GUTHRIE THEATER FOUNDATION
Employer identification number (EIN):410854160
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GUTHRIE THEATER MEDICAL/DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-09-01JANET ELIZABETH BALEJ2024-02-19
5012021-09-01JANET ELIZABETH BALEJ2023-02-24
5012021-05-01JANET ELIZABETH BALEJ2022-02-16
5012020-05-01JANET ELIZABETH BALEJ2021-12-15
5012019-05-01JANET ELIZABETH BALEJ2020-11-13
5012018-05-01JANET ELIZABETH BALEJ2019-11-22
5012017-05-01
5012016-05-01
5012015-05-01JANET ELIZABETH BALEJ
5012014-05-01JANET ELIZABETH BALEJ
5012013-05-01JANET ELIZABETH BALEJ
5012012-05-01STEVEN BADER
5012011-05-01STEVEN BAKER
5012009-05-01STEVEN BADER

Plan Statistics for GUTHRIE THEATER MEDICAL/DENTAL PLAN

401k plan membership statisitcs for GUTHRIE THEATER MEDICAL/DENTAL PLAN

Measure Date Value
2022: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-09-01100
Total number of active participants reported on line 7a of the Form 55002022-09-01118
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-010
Total of all active and inactive participants2022-09-01118
Number of employers contributing to the scheme2022-09-010
2021: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01100
Total number of active participants reported on line 7a of the Form 55002021-09-01100
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-01100
Number of employers contributing to the scheme2021-09-010
Total participants, beginning-of-year2021-05-0156
Total number of active participants reported on line 7a of the Form 55002021-05-0192
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-0192
Number of employers contributing to the scheme2021-05-010
2020: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01132
Total number of active participants reported on line 7a of the Form 55002020-05-0156
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-0156
Number of employers contributing to the scheme2020-05-010
2019: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01130
Total number of active participants reported on line 7a of the Form 55002019-05-01138
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-01138
Number of employers contributing to the scheme2019-05-010
2018: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01130
Total number of active participants reported on line 7a of the Form 55002018-05-01130
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-01130
Number of employers contributing to the scheme2018-05-010
2017: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01130
Total number of active participants reported on line 7a of the Form 55002017-05-01130
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01130
Number of employers contributing to the scheme2017-05-010
2016: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01130
Total number of active participants reported on line 7a of the Form 55002016-05-01130
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01130
2015: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01135
Total number of active participants reported on line 7a of the Form 55002015-05-01130
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-01130
2014: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01135
Total number of active participants reported on line 7a of the Form 55002014-05-01135
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-01135
2013: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01144
Total number of active participants reported on line 7a of the Form 55002013-05-01134
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-01134
2012: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01145
Total number of active participants reported on line 7a of the Form 55002012-05-01144
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-01144
2011: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01147
Total number of active participants reported on line 7a of the Form 55002011-05-01145
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01145
2009: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01161
Total number of active participants reported on line 7a of the Form 55002009-05-01153
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-01153

Form 5500 Responses for GUTHRIE THEATER MEDICAL/DENTAL PLAN

2022: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – General assets of the sponsorYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement – General assets of the sponsorYes
2021: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – General assets of the sponsorYes
2021-09-01Plan benefit arrangement – General assets of the sponsorYes
2021-05-01Type of plan entitySingle employer plan
2021-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-05-01Plan funding arrangement – General assets of the sponsorYes
2021-05-01Plan benefit arrangement – General assets of the sponsorYes
2020: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – General assets of the sponsorYes
2020-05-01Plan benefit arrangement – General assets of the sponsorYes
2019: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – General assets of the sponsorYes
2019-05-01Plan benefit arrangement – General assets of the sponsorYes
2018: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – General assets of the sponsorYes
2017: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – General assets of the sponsorYes
2016: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – General assets of the sponsorYes
2016-05-01Plan benefit arrangement – General assets of the sponsorYes
2015: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – General assets of the sponsorYes
2015-05-01Plan benefit arrangement – General assets of the sponsorYes
2014: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – General assets of the sponsorYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – General assets of the sponsorYes
2013: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedYes
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – General assets of the sponsorYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – General assets of the sponsorYes
2012: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – General assets of the sponsorYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – General assets of the sponsorYes
2011: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – General assets of the sponsorYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – General assets of the sponsorYes
2009: GUTHRIE THEATER MEDICAL/DENTAL PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – General assets of the sponsorYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

MEDICA (National Association of Insurance Commissioners NAIC id number: 1259 )
Policy contract number311210
Policy instance 1
Insurance contract or identification number311210
Number of Individuals Covered164
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
Total amount of commissions paid to insurance brokerUSD $48,203
Total amount of fees paid to insurance companyUSD $5,474
Health Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $1,754,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,203
Amount paid for insurance broker fees5474
Additional information about fees paid to insurance brokerBROKER INCENTIVE PROGRAM
Insurance broker organization code?3

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