KOELSCH SENIOR COMMUNITIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS
Measure | Date | Value |
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2021: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2021 401k membership |
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Total participants, beginning-of-year | 2021-09-01 | 457 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 468 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 0 |
Total of all active and inactive participants | 2021-09-01 | 471 |
Number of employers contributing to the scheme | 2021-09-01 | 0 |
2020: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2020 401k membership |
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Total participants, beginning-of-year | 2020-09-01 | 408 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 449 |
Number of retired or separated participants receiving benefits | 2020-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 0 |
Total of all active and inactive participants | 2020-09-01 | 449 |
Number of employers contributing to the scheme | 2020-09-01 | 0 |
2019: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2019 401k membership |
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Total participants, beginning-of-year | 2019-09-01 | 332 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 345 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 0 |
Total of all active and inactive participants | 2019-09-01 | 349 |
Number of employers contributing to the scheme | 2019-09-01 | 0 |
2018: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2018 401k membership |
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Total participants, beginning-of-year | 2018-09-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 157 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
Total of all active and inactive participants | 2018-09-01 | 157 |
Number of employers contributing to the scheme | 2018-09-01 | 0 |
2017: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 139 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 0 |
Total of all active and inactive participants | 2017-09-01 | 139 |
Number of employers contributing to the scheme | 2017-09-01 | 0 |
2016: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 233 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 271 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 0 |
Total of all active and inactive participants | 2016-09-01 | 272 |
2015: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2015 401k membership |
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Total participants, beginning-of-year | 2015-09-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 232 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 0 |
Total of all active and inactive participants | 2015-09-01 | 232 |
2014: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2014 401k membership |
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Total participants, beginning-of-year | 2014-09-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 206 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 0 |
Total of all active and inactive participants | 2014-09-01 | 208 |
2013: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2013 401k membership |
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Total participants, beginning-of-year | 2013-09-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 198 |
Number of retired or separated participants receiving benefits | 2013-09-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 0 |
Total of all active and inactive participants | 2013-09-01 | 199 |
2012: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2012 401k membership |
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Total participants, beginning-of-year | 2012-09-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 178 |
Number of retired or separated participants receiving benefits | 2012-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 0 |
Total of all active and inactive participants | 2012-09-01 | 178 |
2011: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2011 401k membership |
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Total participants, beginning-of-year | 2011-09-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 143 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 0 |
Total of all active and inactive participants | 2011-09-01 | 145 |
2009: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2009 401k membership |
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Total participants, beginning-of-year | 2009-09-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 114 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 0 |
Total of all active and inactive participants | 2009-09-01 | 114 |
Total participants | 2009-09-01 | 0 |
2021: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2021 form 5500 responses |
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2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Plan funding arrangement – Insurance | Yes |
2021-09-01 | Plan benefit arrangement – Insurance | Yes |
2020: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2020 form 5500 responses |
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2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Plan funding arrangement – Insurance | Yes |
2020-09-01 | Plan benefit arrangement – Insurance | Yes |
2019: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2019 form 5500 responses |
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2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Plan funding arrangement – Insurance | Yes |
2019-09-01 | Plan benefit arrangement – Insurance | Yes |
2018: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2018 form 5500 responses |
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2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Plan funding arrangement – Insurance | Yes |
2018-09-01 | Plan benefit arrangement – Insurance | Yes |
2017: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2017 form 5500 responses |
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2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Plan funding arrangement – Insurance | Yes |
2017-09-01 | Plan benefit arrangement – Insurance | Yes |
2016: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2016 form 5500 responses |
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2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – Insurance | Yes |
2016-09-01 | Plan benefit arrangement – Insurance | Yes |
2015: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2015 form 5500 responses |
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2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | No |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-09-01 | Plan is a collectively bargained plan | No |
2015-09-01 | Plan funding arrangement – Insurance | Yes |
2015-09-01 | Plan benefit arrangement – Insurance | Yes |
2014: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2014 form 5500 responses |
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2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | No |
2014-09-01 | Plan funding arrangement – Insurance | Yes |
2014-09-01 | Plan benefit arrangement – Insurance | Yes |
2013: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2013 form 5500 responses |
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2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | No |
2013-09-01 | Plan funding arrangement – Insurance | Yes |
2013-09-01 | Plan benefit arrangement – Insurance | Yes |
2012: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2012 form 5500 responses |
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2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | No |
2012-09-01 | Plan funding arrangement – Insurance | Yes |
2012-09-01 | Plan benefit arrangement – Insurance | Yes |
2011: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2011 form 5500 responses |
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2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2009: KOELSCH SENIOR COMMUNITIES VOLUNTARY PLANS 2009 form 5500 responses |
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2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | First time form 5500 has been submitted | Yes |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 908901 |
Policy instance | 2 |
Insurance contract or identification number | 908901 | Number of Individuals Covered | 105 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $1,505 | Total amount of fees paid to insurance company | USD $582 | Other welfare benefits provided | CRITICAL ILLNESS | Welfare Benefit Premiums Paid to Carrier | USD $30,078 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,505 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | BONUS |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 930941 |
Policy instance | 1 |
Insurance contract or identification number | 930941 | Number of Individuals Covered | 468 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $21,985 | Total amount of fees paid to insurance company | USD $1,355 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $215,983 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,985 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | BONUS |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 930941 |
Policy instance | 1 |
Insurance contract or identification number | 930941 | Number of Individuals Covered | 449 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $17,415 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $170,795 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,415 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 930941 |
Policy instance | 1 |
Insurance contract or identification number | 930941 | Number of Individuals Covered | 404 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $15,628 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $158,440 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,628 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5487930 |
Policy instance | 1 |
Insurance contract or identification number | 5487930 | Number of Individuals Covered | 368 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $13,834 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,878 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,834 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5487930 |
Policy instance | 2 |
Insurance contract or identification number | 5487930 | Number of Individuals Covered | 323 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $3,900 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,912 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | LM1020985 |
Policy instance | 1 |
Insurance contract or identification number | LM1020985 | Number of Individuals Covered | 327 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-04-30 | Total amount of commissions paid to insurance broker | USD $7,400 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $62,714 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5257863 |
Policy instance | 1 |
Insurance contract or identification number | 5257863 | Number of Individuals Covered | 242 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $12,278 | Total amount of fees paid to insurance company | USD $166 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $121,915 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,278 | Amount paid for insurance broker fees | 166 | Additional information about fees paid to insurance broker | NON MONETARY COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | BRATRUD MIDDLETON INSURANCE |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5257863 |
Policy instance | 1 |
Insurance contract or identification number | 5257863 | Number of Individuals Covered | 215 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $12,216 | Total amount of fees paid to insurance company | USD $137 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $122,387 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,216 | Amount paid for insurance broker fees | 137 | Additional information about fees paid to insurance broker | FEES AND OTHER COMMISSIONS PAID | Insurance broker organization code? | 3 | Insurance broker name | BRATRUD MIDDLETON INSURANCE |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5257863 |
Policy instance | 1 |
Insurance contract or identification number | 5257863 | Number of Individuals Covered | 206 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $10,498 | Total amount of fees paid to insurance company | USD $71 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $105,350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,498 | Amount paid for insurance broker fees | 71 | Additional information about fees paid to insurance broker | FEES AND OTHER COMMISSIONS PAID | Insurance broker organization code? | 3 | Insurance broker name | BRATRUD MIDDLETON INSURANCE |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5257863 |
Policy instance | 1 |
Insurance contract or identification number | 5257863 | Number of Individuals Covered | 178 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $9,143 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $91,837 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,143 | Insurance broker organization code? | 3 | Insurance broker name | BRATRUD MIDDLETON INSURANCE |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5257863 |
Policy instance | 1 |
Insurance contract or identification number | 5257863 | Number of Individuals Covered | 143 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $8,238 | Total amount of fees paid to insurance company | USD $1,759 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $83,636 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 5257863 |
Policy instance | 1 |
Insurance contract or identification number | 5257863 | Number of Individuals Covered | 99 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $6,500 | Total amount of fees paid to insurance company | USD $1,345 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $67,733 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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