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MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 401k Plan overview

Plan NameMEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST
Plan identification number 003

MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHFIELD OPCO LLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHFIELD OPCO LLC
Employer identification number (EIN):462995269
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SOUTHFIELD OPCO LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5350216

More information about SOUTHFIELD OPCO LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01STACEY ROGERS2022-12-08
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01BILL GRAY

Plan Statistics for MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST

401k plan membership statisitcs for MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST

Measure Date Value
2021: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0171
Total number of active participants reported on line 7a of the Form 55002021-01-0146
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0173
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0176
Total number of active participants reported on line 7a of the Form 55002020-01-0142
Number of retired or separated participants receiving benefits2020-01-0129
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0171
Number of participants with account balances2020-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0170
Total number of active participants reported on line 7a of the Form 55002019-01-0148
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0163
Number of participants with account balances2019-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0181
Total number of active participants reported on line 7a of the Form 55002018-01-0158
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0170
Number of participants with account balances2018-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0183
Total number of active participants reported on line 7a of the Form 55002017-01-0173
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0181
Number of participants with account balances2017-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST

Measure Date Value
2021 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$33,547
Expenses. Total of all expenses incurred2021-12-31$22,784
Benefits paid (including direct rollovers)2021-12-31$17,108
Total plan assets at end of year2021-12-31$231,736
Total plan assets at beginning of year2021-12-31$220,973
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$8,805
Other income received2021-12-31$12,648
Net income (gross income less expenses)2021-12-31$10,763
Net plan assets at end of year (total assets less liabilities)2021-12-31$231,736
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$220,973
Total contributions received or receivable from employer(s)2021-12-31$12,094
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,676
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$57,183
Expenses. Total of all expenses incurred2020-12-31$82,607
Benefits paid (including direct rollovers)2020-12-31$76,799
Total plan assets at end of year2020-12-31$220,973
Total plan assets at beginning of year2020-12-31$246,397
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$9,566
Other income received2020-12-31$12,922
Net income (gross income less expenses)2020-12-31$-25,424
Net plan assets at end of year (total assets less liabilities)2020-12-31$220,973
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$246,397
Total contributions received or receivable from employer(s)2020-12-31$34,695
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$42,084
Expenses. Total of all expenses incurred2019-12-31$43,693
Benefits paid (including direct rollovers)2019-12-31$37,520
Total plan assets at end of year2019-12-31$246,397
Total plan assets at beginning of year2019-12-31$248,006
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$13,440
Other income received2019-12-31$17,119
Net income (gross income less expenses)2019-12-31$-1,609
Net plan assets at end of year (total assets less liabilities)2019-12-31$246,397
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$248,006
Total contributions received or receivable from employer(s)2019-12-31$11,525
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$26,794
Expenses. Total of all expenses incurred2018-12-31$15,154
Benefits paid (including direct rollovers)2018-12-31$10,035
Total plan assets at end of year2018-12-31$248,006
Total plan assets at beginning of year2018-12-31$236,366
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$14,075
Other income received2018-12-31$-1,281
Net income (gross income less expenses)2018-12-31$11,640
Net plan assets at end of year (total assets less liabilities)2018-12-31$248,006
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$236,366
Total contributions received or receivable from employer(s)2018-12-31$14,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$42,347
Expenses. Total of all expenses incurred2017-12-31$16,172
Benefits paid (including direct rollovers)2017-12-31$11,183
Total plan assets at end of year2017-12-31$236,366
Total plan assets at beginning of year2017-12-31$210,191
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$13,945
Other income received2017-12-31$11,727
Net income (gross income less expenses)2017-12-31$26,175
Net plan assets at end of year (total assets less liabilities)2017-12-31$236,366
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$210,191
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$2,435
Total contributions received or receivable from employer(s)2017-12-31$16,675
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,989
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST

2021: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP38846/FEW5
Policy instance 1
Insurance contract or identification numberGP38846/FEW5
Number of Individuals Covered67
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $113
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?Yes
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
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 fees113
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP38846/FEW5
Policy instance 1
Insurance contract or identification numberGP38846/FEW5
Number of Individuals Covered72
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $113
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?Yes
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
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 fees113
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP38846/FEW5
Policy instance 1
Insurance contract or identification numberGP38846/FEW5
Number of Individuals Covered57
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $125
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?Yes
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
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 fees125
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP38846/FEW5
Policy instance 1
Insurance contract or identification numberGP38846/FEW5
Number of Individuals Covered63
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $135
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?Yes
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
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 fees107
Additional information about fees paid to insurance brokerTPA SUBSIDY
Insurance broker organization code?5
Insurance broker nameTHE RETIREMENT ADVANTAGE, INC

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