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THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 401k Plan overview

Plan NameTHE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL
Plan identification number 501

THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

WILSON SENIOR CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILSON SENIOR CARE, INC.
Employer identification number (EIN):570798718
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-02-01
5012021-02-01
5012020-02-01
5012019-02-01
5012018-02-01
5012017-02-01SUSAN WEESNER
5012016-02-01SUSAN WEESNER
5012015-02-01SUSAN WEESNER
5012014-02-01SUSAN WEESNER
5012013-02-01SUSAN WEESNER
5012012-02-01SUSAN WEESNER
5012011-02-01SUSAN WEESNER
5012010-02-01SUSAN O WEESNER
5012009-02-01SUSAN WEESNER

Plan Statistics for THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL

401k plan membership statisitcs for THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL

Measure Date Value
2022: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2022 401k membership
Total participants, beginning-of-year2022-02-01472
Total number of active participants reported on line 7a of the Form 55002022-02-01428
Total of all active and inactive participants2022-02-01428
2021: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2021 401k membership
Total participants, beginning-of-year2021-02-01666
Total number of active participants reported on line 7a of the Form 55002021-02-01472
Total of all active and inactive participants2021-02-01472
2020: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2020 401k membership
Total participants, beginning-of-year2020-02-01703
Total number of active participants reported on line 7a of the Form 55002020-02-01666
Total of all active and inactive participants2020-02-01666
2019: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2019 401k membership
Total participants, beginning-of-year2019-02-01700
Total number of active participants reported on line 7a of the Form 55002019-02-01703
Total of all active and inactive participants2019-02-01703
2018: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2018 401k membership
Total participants, beginning-of-year2018-02-01619
Total number of active participants reported on line 7a of the Form 55002018-02-01700
Total of all active and inactive participants2018-02-01700
2017: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2017 401k membership
Total participants, beginning-of-year2017-02-01584
Total number of active participants reported on line 7a of the Form 55002017-02-01619
Total of all active and inactive participants2017-02-01619
2016: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2016 401k membership
Total participants, beginning-of-year2016-02-01495
Total number of active participants reported on line 7a of the Form 55002016-02-01584
Total of all active and inactive participants2016-02-01584
2015: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2015 401k membership
Total participants, beginning-of-year2015-02-01515
Total number of active participants reported on line 7a of the Form 55002015-02-01495
Total of all active and inactive participants2015-02-01495
2014: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2014 401k membership
Total participants, beginning-of-year2014-02-01400
Total number of active participants reported on line 7a of the Form 55002014-02-01515
Total of all active and inactive participants2014-02-01515
2013: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2013 401k membership
Total participants, beginning-of-year2013-02-01403
Total number of active participants reported on line 7a of the Form 55002013-02-01400
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
2012: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2012 401k membership
Total participants, beginning-of-year2012-02-01403
Total number of active participants reported on line 7a of the Form 55002012-02-01403
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-01403
2011: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2011 401k membership
Total participants, beginning-of-year2011-02-01404
Total number of active participants reported on line 7a of the Form 55002011-02-01382
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
2010: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2010 401k membership
Total participants, beginning-of-year2010-02-01418
Total number of active participants reported on line 7a of the Form 55002010-02-01404
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-010
Total of all active and inactive participants2010-02-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
2009: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2009 401k membership
Total participants, beginning-of-year2009-02-01210
Total number of active participants reported on line 7a of the Form 55002009-02-01210
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010

Form 5500 Responses for THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL

2022: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2018: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2010: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedNo
2010-02-01This submission is the final filingNo
2010-02-01This return/report is a short plan year return/report (less than 12 months)No
2010-02-01Plan is a collectively bargained planNo
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan benefit arrangement – InsuranceYes
2009: THE WILSON GROUP, INC. EMPLOYEE WELFARE BENEFIT PL 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number928283
Policy instance 1
Insurance contract or identification number928283
Number of Individuals Covered428
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $22,386
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $411,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,386
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number928283
Policy instance 1
Insurance contract or identification number928283
Number of Individuals Covered472
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $22,296
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $484,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,296
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number928283
Policy instance 1
Insurance contract or identification number928283
Number of Individuals Covered666
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $573,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract number580
Policy instance 1
Insurance contract or identification number580
Number of Individuals Covered703
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $477,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract number580
Policy instance 1
Insurance contract or identification number580
Number of Individuals Covered619
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $455,309
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 number580
Policy instance 1
Insurance contract or identification number580
Number of Individuals Covered0
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number580
Policy instance 2
Insurance contract or identification number580
Number of Individuals Covered495
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $435,543
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 number580
Policy instance 1
Insurance contract or identification number580
Number of Individuals Covered515
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $-58
Total amount of fees paid to insurance companyUSD $-29
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $444,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees-29
Additional information about fees paid to insurance brokerSTOP LOSS TPA COMMISSIONS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $-58
Insurance broker nameJAMES A SCOTT & SON, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number580
Policy instance 1
Insurance contract or identification number580
Number of Individuals Covered400
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $44,906
Total amount of fees paid to insurance companyUSD $22,453
Are there contracts with allocated funds for individual policies?No
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 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
Welfare Benefit Premiums Paid to CarrierUSD $381,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,909
Insurance broker organization code?3
Amount paid for insurance broker fees22453
Additional information about fees paid to insurance brokerSTOP LOSS TPA COMMISSIONS
Insurance broker nameJAMES A SCOTT & SON, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number580
Policy instance 1
Insurance contract or identification number580
Number of Individuals Covered785
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $55,965
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $37,310
Insurance broker organization code?3
Insurance broker namePLANNED ADMINISTRATORS,INCORPORATED
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number580
Policy instance 1
Insurance contract or identification number580
Number of Individuals Covered382
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $56,202
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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
Welfare Benefit Premiums Paid to CarrierUSD $318,473
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 number580
Policy instance 1
Insurance contract or identification number580
Number of Individuals Covered404
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $46,590
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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
Welfare Benefit Premiums Paid to CarrierUSD $264,012
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,530
Insurance broker organization code?3
Insurance broker nameINTEGRATED BENEFITS LLC

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