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SHORT- TERM DISABILITY PLAN 401k Plan overview

Plan NameSHORT- TERM DISABILITY PLAN
Plan identification number 505

SHORT- TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

CARILION CLINIC has sponsored the creation of one or more 401k plans.

Company Name:CARILION CLINIC
Employer identification number (EIN):541190771
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about CARILION CLINIC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1981-12-15
Company Identification Number: 0224902
Legal Registered Office Address: OFFICE OF COROPRATE COUNSEL
213 SOUTH JEFFERSON STREET, SUITE 1600
ROANOKE
United States of America (USA)
24011

More information about CARILION CLINIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHORT- TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052021-01-01
5052020-01-01
5052019-01-01
5052018-01-01
5052017-01-01HEATHER SHEPARDSON HEATHER SHEPARDSON2018-09-05
5052016-01-01HEATHER SHEPARDSON HEATHER SHEPARDSON2017-10-13
5052015-01-01HEATHER SHEPARDSON HEATHER SHEPARDSON2016-10-10
5052014-01-01HEATHER SHEPARDSON HEATHER SHEPARDSON2015-09-29
5052013-01-01HEATHER SHEPARDSON HEATHER SHEPARDSON2014-10-09
5052012-01-01JEANNE ARMENTROUT JEANNE ARMENTROUT2013-07-29
5052011-01-01JEANNE ARMENTROUT JEANNE ARMENTROUT2012-10-11
5052009-01-01JEANNE ARMENTROUT JEANNE ARMENTROUT2010-10-13

Plan Statistics for SHORT- TERM DISABILITY PLAN

401k plan membership statisitcs for SHORT- TERM DISABILITY PLAN

Measure Date Value
2021: SHORT- TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-010
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
2020: SHORT- TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,769
Total number of active participants reported on line 7a of the Form 55002020-01-019,604
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-019,604
Total participants2020-01-019,604
2019: SHORT- TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,549
Total number of active participants reported on line 7a of the Form 55002019-01-019,332
Number of retired or separated participants receiving benefits2019-01-016
Total of all active and inactive participants2019-01-019,338
Total participants2019-01-019,338
2018: SHORT- TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,506
Total number of active participants reported on line 7a of the Form 55002018-01-019,196
Number of retired or separated participants receiving benefits2018-01-0116
Total of all active and inactive participants2018-01-019,212
2017: SHORT- TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,838
Total number of active participants reported on line 7a of the Form 55002017-01-019,201
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019,203
2016: SHORT- TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,495
Total number of active participants reported on line 7a of the Form 55002016-01-018,836
Number of retired or separated participants receiving benefits2016-01-012
Total of all active and inactive participants2016-01-018,838
2015: SHORT- TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,346
Total number of active participants reported on line 7a of the Form 55002015-01-018,489
Number of retired or separated participants receiving benefits2015-01-016
Total of all active and inactive participants2015-01-018,495
2014: SHORT- TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,395
Total number of active participants reported on line 7a of the Form 55002014-01-018,323
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-018,346
2013: SHORT- TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018,093
Total number of active participants reported on line 7a of the Form 55002013-01-018,395
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018,395
Total participants2013-01-018,395
2012: SHORT- TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,908
Total number of active participants reported on line 7a of the Form 55002012-01-018,085
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018,093
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-010
2011: SHORT- TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,619
Total number of active participants reported on line 7a of the Form 55002011-01-017,897
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017,908
2009: SHORT- TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,830
Total number of active participants reported on line 7a of the Form 55002009-01-018,067
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018,077
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for SHORT- TERM DISABILITY PLAN

2021: SHORT- TERM DISABILITY PLAN 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 filingYes
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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: SHORT- TERM DISABILITY PLAN 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 – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SHORT- TERM DISABILITY PLAN 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SHORT- TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SHORT- TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SHORT- TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SHORT- TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SHORT- TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SHORT- TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SHORT- TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SHORT- TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: SHORT- TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 1
Insurance contract or identification number648378
Number of Individuals Covered9773
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $107,095
Total amount of fees paid to insurance companyUSD $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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 $107,095
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 1
Insurance contract or identification number648378
Number of Individuals Covered9365
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 $0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 1
Insurance contract or identification number648378
Number of Individuals Covered9376
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 1
Insurance contract or identification number648378
Number of Individuals Covered9243
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 $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 1
Insurance contract or identification number648378
Number of Individuals Covered8570
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 1
Insurance contract or identification number648378
Number of Individuals Covered8371
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 1
Insurance contract or identification number648378
Number of Individuals Covered8395
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 1
Insurance contract or identification number648378
Number of Individuals Covered8093
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number648378
Policy instance 2
Insurance contract or identification number648378
Number of Individuals Covered7908
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $814,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberGRH-675143
Policy instance 1
Insurance contract or identification numberGRH-675143
Number of Individuals Covered7908
Insurance policy start date2011-01-01
Insurance policy end date2011-06-30
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,024,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE HARTFORD (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberGRH-675143
Policy instance 1
Insurance contract or identification numberGRH-675143
Number of Individuals Covered7619
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,129,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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