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VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 401k Plan overview

Plan NameVIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN
Plan identification number 501

VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

VIZION HEALTH - OKLAHOMA, LLC has sponsored the creation of one or more 401k plans.

Company Name:VIZION HEALTH - OKLAHOMA, LLC
Employer identification number (EIN):475231054
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-10-01JANET PALMER2024-01-11
5012021-10-01
5012021-10-01JANET PALMER2023-12-29
5012020-10-01
5012019-10-01
5012018-10-01
5012017-10-01KATHY HENDERSON KATHY HENDERSON2019-03-13
5012016-10-13KATHY HENDERSON KATHY HENDERSON2018-04-24

Plan Statistics for VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN

401k plan membership statisitcs for VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN

Measure Date Value
2022: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01264
Total number of active participants reported on line 7a of the Form 55002022-10-01249
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-01249
Number of employers contributing to the scheme2022-10-010
2021: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01119
Total number of active participants reported on line 7a of the Form 55002021-10-010
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-010
Number of employers contributing to the scheme2021-10-010
2020: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01110
Total number of active participants reported on line 7a of the Form 55002020-10-01114
Number of retired or separated participants receiving benefits2020-10-011
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01115
2019: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01114
Total number of active participants reported on line 7a of the Form 55002019-10-01108
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 participants2019-10-01108
2018: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01106
Total number of active participants reported on line 7a of the Form 55002018-10-01124
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 participants2018-10-01124
2017: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01106
Total number of active participants reported on line 7a of the Form 55002017-10-01108
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-01108
2016: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-13109
Total number of active participants reported on line 7a of the Form 55002016-10-13109
Number of retired or separated participants receiving benefits2016-10-130
Number of other retired or separated participants entitled to future benefits2016-10-130
Total of all active and inactive participants2016-10-13109

Form 5500 Responses for VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN

2022: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – InsuranceYes
2021: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingYes
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: VIZION HEALTH - OKLAHOMA, LLC LIFE, LTD & ADD PLAN 2016 form 5500 responses
2016-10-13Type of plan entitySingle employer plan
2016-10-13First time form 5500 has been submittedYes
2016-10-13Submission has been amendedNo
2016-10-13This submission is the final filingNo
2016-10-13This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-13Plan is a collectively bargained planNo
2016-10-13Plan funding arrangement – InsuranceYes
2016-10-13Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number873678G
Policy instance 1
Insurance contract or identification number873678G
Number of Individuals Covered249
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $19,115
Total amount of fees paid to insurance companyUSD $1,695
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $127,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,115
Amount paid for insurance broker fees1695
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number531012
Policy instance 2
Insurance contract or identification number531012
Number of Individuals Covered197
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $13,962
Total amount of fees paid to insurance companyUSD $3,597
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS, HOSPITAL
Welfare Benefit Premiums Paid to CarrierUSD $184,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,962
Amount paid for insurance broker fees3597
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number284337
Policy instance 3
Insurance contract or identification number284337
Number of Individuals Covered272
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,275
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,494,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5275
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number873678G
Policy instance 1
Insurance contract or identification number873678G
Number of Individuals Covered119
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $6,435
Total amount of fees paid to insurance companyUSD $217
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $42,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,435
Amount paid for insurance broker fees217
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number531012
Policy instance 2
Insurance contract or identification number531012
Number of Individuals Covered198
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $2,041
Total amount of fees paid to insurance companyUSD $1,197
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,041
Amount paid for insurance broker fees1197
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number873678G
Policy instance 1
Insurance contract or identification number873678G
Number of Individuals Covered112
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $5,466
Total amount of fees paid to insurance companyUSD $424
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $36,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,466
Amount paid for insurance broker fees429
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number873678G
Policy instance 1
Insurance contract or identification number873678G
Number of Individuals Covered113
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $5,655
Total amount of fees paid to insurance companyUSD $476
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $37,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,740
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number873678G
Policy instance 1
Insurance contract or identification number873678G
Number of Individuals Covered117
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $4,999
Total amount of fees paid to insurance companyUSD $164
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $33,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,861
Insurance broker organization code?3
Amount paid for insurance broker fees164
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number873678G
Policy instance 1
Insurance contract or identification number873678G
Number of Individuals Covered105
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $4,922
Total amount of fees paid to insurance companyUSD $279
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $32,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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