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BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameBETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN
Plan identification number 501

BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES, LLC
Employer identification number (EIN):521976286
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ALLISON BEST2023-04-07
5012020-09-01CHUCK GRASMEDER2021-04-20
5012019-09-01CHUCK GRASMEDER2020-11-24
5012018-09-01CHUCK GRASMEDER2019-12-16
5012017-09-01CHUCK GRASMEDER2019-03-26
5012016-09-01
5012015-09-01CHUCK GRASMEDER

Plan Statistics for BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN

401k plan membership statisitcs for BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN

Measure Date Value
2022: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01141
Total number of active participants reported on line 7a of the Form 55002022-01-01313
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01364
Number of employers contributing to the scheme2022-01-010
2020: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-0188
Total number of active participants reported on line 7a of the Form 55002020-09-0188
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-0188
Number of employers contributing to the scheme2020-09-010
2019: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01148
Total number of active participants reported on line 7a of the Form 55002019-09-01134
Number of retired or separated participants receiving benefits2019-09-011
Number of other retired or separated participants entitled to future benefits2019-09-011
Total of all active and inactive participants2019-09-01136
Number of employers contributing to the scheme2019-09-010
2018: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01139
Total number of active participants reported on line 7a of the Form 55002018-09-01149
Number of retired or separated participants receiving benefits2018-09-01148
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-01297
Number of employers contributing to the scheme2018-09-010
2017: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01139
Total number of active participants reported on line 7a of the Form 55002017-09-01139
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01139
Number of employers contributing to the scheme2017-09-010
2016: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01115
Total number of active participants reported on line 7a of the Form 55002016-09-01127
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01127
2015: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01112
Total number of active participants reported on line 7a of the Form 55002015-09-01112
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01112

Form 5500 Responses for BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN

2022: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2020: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: BETHESDA-CHEVY CHASE ORTHOPAEDIC ASSOCIATES HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01First time form 5500 has been submittedYes
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberRS-17796
Policy instance 1
Insurance contract or identification numberRS-17796
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $71,840
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,254,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $71,840
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number251513
Policy instance 2
Insurance contract or identification number251513
Number of Individuals Covered172
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $21,408
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,609
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202933
Policy instance 3
Insurance contract or identification number202933
Number of Individuals Covered289
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $16,841
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $212,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,841
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS (National Association of Insurance Commissioners NAIC id number: 71773 )
Policy contract number22AN01B912
Policy instance 4
Insurance contract or identification number22AN01B912
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $460,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202933
Policy instance 5
Insurance contract or identification number202933
Number of Individuals Covered301
Insurance policy start date2022-09-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,163
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $115,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,163
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202933
Policy instance 1
Insurance contract or identification number202933
Number of Individuals Covered132
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,325
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $41,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,323
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202933
Policy instance 1
Insurance contract or identification number202933
Number of Individuals Covered134
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $12,967
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $163,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,824
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202933
Policy instance 1
Insurance contract or identification number202933
Number of Individuals Covered148
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $13,200
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $166,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,200
Amount paid for insurance broker fees0
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number202933
Policy instance 1
Insurance contract or identification number202933
Number of Individuals Covered139
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $11,676
Total amount of fees paid to insurance companyUSD $90
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $147,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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