?>
Logo

EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 401k Plan overview

Plan NameEMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS
Plan identification number 510

EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS Benefits

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

401k Sponsoring company profile

EMERITI RETIREMENT HEALTH SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name:EMERITI RETIREMENT HEALTH SOLUTIONS
Employer identification number (EIN):571194227
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102022-01-01
5102021-01-01
5102020-01-01
5102019-01-01
5102018-01-01ROGER MONTGOMERY
5102017-01-01ROGER MONTGOMERY
5102016-01-01ROGER MONTGOMERY
5102015-01-01ROGER MONTGOMERY
5102014-01-01ROGER MONTGOMERY
5102013-01-01ROGER MONTGOMERY
5102012-01-01ROGER MONTGOMERY
5102011-01-01ROGER MONTGOMERY
5102010-01-01ROGER MONTGOMERY
5102009-01-01ROGER MONTGOMERY2010-10-14 ROGER MONTGOMERY2010-10-14
5102009-01-01 ROGER MONTGOMERY2010-10-14
5102009-01-01 ROGER MONTGOMERY2010-10-14

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS

Measure Date Value
2022: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0111
2021: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0110
2020: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0111
2019: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0112
2018: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0112
2017: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0112
2016: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2016 401k membership
Total participants, beginning-of-year2016-01-0113
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0112
2015: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0113
2014: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0113
2013: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0115
2012: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0113
2011: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0118
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
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

Financial Data on EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS

Measure Date Value
2022 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2022 401k financial data
Total income from all sources2022-12-31$-20,006
Expenses. Total of all expenses incurred2022-12-31$18,311
Benefits paid (including direct rollovers)2022-12-31$17,532
Total plan assets at end of year2022-12-31$156,156
Total plan assets at beginning of year2022-12-31$194,473
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$1,536
Expenses. Other expenses not covered elsewhere2022-12-31$779
Other income received2022-12-31$-27,432
Net income (gross income less expenses)2022-12-31$-38,317
Net plan assets at end of year (total assets less liabilities)2022-12-31$156,156
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$194,473
Total contributions received or receivable from employer(s)2022-12-31$5,890
2021 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2021 401k financial data
Total income from all sources2021-12-31$23,971
Expenses. Total of all expenses incurred2021-12-31$22,669
Benefits paid (including direct rollovers)2021-12-31$21,938
Total plan assets at end of year2021-12-31$194,474
Total plan assets at beginning of year2021-12-31$193,172
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$2,244
Expenses. Other expenses not covered elsewhere2021-12-31$731
Other income received2021-12-31$18,607
Net income (gross income less expenses)2021-12-31$1,302
Net plan assets at end of year (total assets less liabilities)2021-12-31$194,474
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$193,172
Total contributions received or receivable from employer(s)2021-12-31$3,120
2020 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2020 401k financial data
Total income from all sources2020-12-31$23,381
Expenses. Total of all expenses incurred2020-12-31$21,287
Benefits paid (including direct rollovers)2020-12-31$20,487
Total plan assets at end of year2020-12-31$193,172
Total plan assets at beginning of year2020-12-31$191,078
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$1,710
Expenses. Other expenses not covered elsewhere2020-12-31$800
Other income received2020-12-31$21,671
Net income (gross income less expenses)2020-12-31$2,094
Net plan assets at end of year (total assets less liabilities)2020-12-31$193,172
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$191,078
Total contributions received or receivable from employer(s)2020-12-31$0
2019 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2019 401k financial data
Total income from all sources2019-12-31$30,261
Expenses. Total of all expenses incurred2019-12-31$32,365
Benefits paid (including direct rollovers)2019-12-31$31,436
Total plan assets at end of year2019-12-31$191,078
Total plan assets at beginning of year2019-12-31$193,182
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$484
Expenses. Other expenses not covered elsewhere2019-12-31$929
Other income received2019-12-31$28,664
Net income (gross income less expenses)2019-12-31$-2,104
Net plan assets at end of year (total assets less liabilities)2019-12-31$191,078
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$193,182
Total contributions received or receivable from employer(s)2019-12-31$1,113
2018 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2018 401k financial data
Total income from all sources2018-12-31$5,373
Expenses. Total of all expenses incurred2018-12-31$24,873
Benefits paid (including direct rollovers)2018-12-31$24,154
Total plan assets at end of year2018-12-31$193,182
Total plan assets at beginning of year2018-12-31$212,682
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$3,220
Expenses. Other expenses not covered elsewhere2018-12-31$719
Other income received2018-12-31$-9,271
Net income (gross income less expenses)2018-12-31$-19,500
Net plan assets at end of year (total assets less liabilities)2018-12-31$193,182
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$212,682
Total contributions received or receivable from employer(s)2018-12-31$11,424
2017 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2017 401k financial data
Total income from all sources2017-12-31$40,352
Expenses. Total of all expenses incurred2017-12-31$11,015
Benefits paid (including direct rollovers)2017-12-31$10,337
Total plan assets at end of year2017-12-31$212,682
Total plan assets at beginning of year2017-12-31$183,345
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$1,804
Expenses. Other expenses not covered elsewhere2017-12-31$678
Other income received2017-12-31$27,938
Net income (gross income less expenses)2017-12-31$29,337
Net plan assets at end of year (total assets less liabilities)2017-12-31$212,682
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$183,345
Total contributions received or receivable from employer(s)2017-12-31$10,610
2016 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2016 401k financial data
Total income from all sources2016-12-31$20,975
Expenses. Total of all expenses incurred2016-12-31$13,094
Benefits paid (including direct rollovers)2016-12-31$12,342
Total plan assets at end of year2016-12-31$183,345
Total plan assets at beginning of year2016-12-31$175,464
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$1,591
Expenses. Other expenses not covered elsewhere2016-12-31$752
Other income received2016-12-31$11,762
Net income (gross income less expenses)2016-12-31$7,881
Net plan assets at end of year (total assets less liabilities)2016-12-31$183,345
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$175,464
Total contributions received or receivable from employer(s)2016-12-31$7,622
2015 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2015 401k financial data
Total income from all sources2015-12-31$9,424
Expenses. Total of all expenses incurred2015-12-31$3,587
Benefits paid (including direct rollovers)2015-12-31$2,667
Total plan assets at end of year2015-12-31$175,464
Total plan assets at beginning of year2015-12-31$169,627
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$1,584
Expenses. Other expenses not covered elsewhere2015-12-31$920
Other income received2015-12-31$-700
Net income (gross income less expenses)2015-12-31$5,837
Net plan assets at end of year (total assets less liabilities)2015-12-31$175,464
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$169,627
Total contributions received or receivable from employer(s)2015-12-31$8,540
2014 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2014 401k financial data
Total income from all sources2014-12-31$18,699
Expenses. Total of all expenses incurred2014-12-31$2,420
Benefits paid (including direct rollovers)2014-12-31$1,478
Total plan assets at end of year2014-12-31$169,627
Total plan assets at beginning of year2014-12-31$153,348
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$1,511
Expenses. Other expenses not covered elsewhere2014-12-31$942
Other income received2014-12-31$7,678
Net income (gross income less expenses)2014-12-31$16,279
Net plan assets at end of year (total assets less liabilities)2014-12-31$169,627
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$153,348
Total contributions received or receivable from employer(s)2014-12-31$9,510
2013 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2013 401k financial data
Total income from all sources2013-12-31$37,050
Expenses. Total of all expenses incurred2013-12-31$3,889
Benefits paid (including direct rollovers)2013-12-31$3,073
Total plan assets at end of year2013-12-31$153,348
Total plan assets at beginning of year2013-12-31$120,187
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$1,781
Other income received2013-12-31$20,522
Net income (gross income less expenses)2013-12-31$33,161
Net plan assets at end of year (total assets less liabilities)2013-12-31$153,348
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$120,187
Total contributions received or receivable from employer(s)2013-12-31$14,747
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$816
2012 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2012 401k financial data
Total income from all sources2012-12-31$31,312
Expenses. Total of all expenses incurred2012-12-31$5,828
Benefits paid (including direct rollovers)2012-12-31$5,053
Total plan assets at end of year2012-12-31$120,187
Total plan assets at beginning of year2012-12-31$94,703
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$2,389
Other income received2012-12-31$13,612
Net income (gross income less expenses)2012-12-31$25,484
Net plan assets at end of year (total assets less liabilities)2012-12-31$120,187
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$94,703
Total contributions received or receivable from employer(s)2012-12-31$15,311
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$775
2011 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2011 401k financial data
Total income from all sources2011-12-31$11,310
Expenses. Total of all expenses incurred2011-12-31$21,738
Benefits paid (including direct rollovers)2011-12-31$21,008
Total plan assets at end of year2011-12-31$94,703
Total plan assets at beginning of year2011-12-31$105,131
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$2,386
Other income received2011-12-31$-921
Net income (gross income less expenses)2011-12-31$-10,428
Net plan assets at end of year (total assets less liabilities)2011-12-31$94,703
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$105,131
Total contributions received or receivable from employer(s)2011-12-31$9,845
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$730
2010 : EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2010 401k financial data
Total income from all sources2010-12-31$29,329
Expenses. Total of all expenses incurred2010-12-31$2,857
Benefits paid (including direct rollovers)2010-12-31$2,344
Total plan assets at end of year2010-12-31$105,131
Total plan assets at beginning of year2010-12-31$78,659
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$2,110
Other income received2010-12-31$10,120
Net income (gross income less expenses)2010-12-31$26,472
Net plan assets at end of year (total assets less liabilities)2010-12-31$105,131
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$78,659
Total contributions received or receivable from employer(s)2010-12-31$17,099
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$513

Form 5500 Responses for EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS

2022: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 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 filingNo
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMERITI RETIREE HEALTH PLAN FOR EMERITI RETIREMENT HEALTH SOLUTIONS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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 $4,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 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 $5,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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 $6,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 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 $4,841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 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 $6,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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 $2,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3