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OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN 401k Plan overview

Plan NameOSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN
Plan identification number 501

OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN Benefits

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

401k Sponsoring company profile

THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING has sponsored the creation of one or more 401k plans.

Company Name:THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING
Employer identification number (EIN):521624834
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-11-01KRISTI SAVELL2023-08-08

Plan Statistics for OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN

401k plan membership statisitcs for OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN

Measure Date Value
2021: OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01100
Total number of active participants reported on line 7a of the Form 55002021-11-01206
Number of retired or separated participants receiving benefits2021-11-010
Number of other retired or separated participants entitled to future benefits2021-11-010
Total of all active and inactive participants2021-11-01206
Number of employers contributing to the scheme2021-11-010

Form 5500 Responses for OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN

2021: OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01First time form 5500 has been submittedYes
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number633704
Policy instance 1
Insurance contract or identification number633704
Number of Individuals Covered99
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $65,279
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $481,286
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 fees65279
Additional information about fees paid to insurance brokerBENEFIT ADVISOR FEES, INCENTIVE COMPENSATION
Insurance broker organization code?3
HEALTHCARE DENTAL, INC. (National Association of Insurance Commissioners NAIC id number: 11146 )
Policy contract number80284
Policy instance 2
Insurance contract or identification number80284
Number of Individuals Covered9
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $137
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $137
Amount paid for insurance broker fees0
Insurance broker organization code?3
HORIZON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14690 )
Policy contract number80284
Policy instance 3
Insurance contract or identification number80284
Number of Individuals Covered72
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $608
Amount paid for insurance broker fees0
Insurance broker organization code?3
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 )
Policy contract number80284
Policy instance 4
Insurance contract or identification number80284
Number of Individuals Covered57
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $2,218
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,218
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B9VT
Policy instance 5
Insurance contract or identification numberGLUG0B9VT
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $27,187
Total amount of fees paid to insurance companyUSD $22,651
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $231,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,187
Amount paid for insurance broker fees13755
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3

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