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STRATIFI HEALTH, LLC GROUP INSURANCE PLAN 401k Plan overview

Plan NameSTRATIFI HEALTH, LLC GROUP INSURANCE PLAN
Plan identification number 503

STRATIFI HEALTH, LLC GROUP INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

PHYSICIAN INNOVATION COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:PHYSICIAN INNOVATION COMPANY, LLC
Employer identification number (EIN):454368294
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATIFI HEALTH, LLC GROUP INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032020-10-01LANCE SPIVEY2021-07-16
5032019-10-01LANCE SPIVEY2021-01-13
5032018-10-01LANCE SPIVEY2020-08-13

Plan Statistics for STRATIFI HEALTH, LLC GROUP INSURANCE PLAN

401k plan membership statisitcs for STRATIFI HEALTH, LLC GROUP INSURANCE PLAN

Measure Date Value
2020: STRATIFI HEALTH, LLC GROUP INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01181
Total number of active participants reported on line 7a of the Form 55002020-10-010
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-010
Number of employers contributing to the scheme2020-10-010
2019: STRATIFI HEALTH, LLC GROUP INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01145
Total number of active participants reported on line 7a of the Form 55002019-10-01181
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01181
Number of employers contributing to the scheme2019-10-010
2018: STRATIFI HEALTH, LLC GROUP INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01100
Total number of active participants reported on line 7a of the Form 55002018-10-01145
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-01145
Number of employers contributing to the scheme2018-10-010

Form 5500 Responses for STRATIFI HEALTH, LLC GROUP INSURANCE PLAN

2020: STRATIFI HEALTH, LLC GROUP INSURANCE PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingYes
2020-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: STRATIFI HEALTH, LLC GROUP INSURANCE PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: STRATIFI HEALTH, LLC GROUP INSURANCE PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01First time form 5500 has been submittedYes
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number664916
Policy instance 1
Insurance contract or identification number664916
Number of Individuals Covered0
Insurance policy start date2020-10-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number664916
Policy instance 1
Insurance contract or identification number664916
Number of Individuals Covered181
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,269
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees743
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number664916
Policy instance 1
Insurance contract or identification number664916
Number of Individuals Covered145
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $4,493
Total amount of fees paid to insurance companyUSD $1,033
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,872
Amount paid for insurance broker fees472
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3

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