?>
Logo

EOA EMPLOYEE WELFARE & 125 PLAN 401k Plan overview

Plan NameEOA EMPLOYEE WELFARE & 125 PLAN
Plan identification number 501

EOA EMPLOYEE WELFARE & 125 PLAN Benefits

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

401k Sponsoring company profile

ECONOMIC OPPORTUNITY AUTHORITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ECONOMIC OPPORTUNITY AUTHORITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.
Employer identification number (EIN):580952632
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EOA EMPLOYEE WELFARE & 125 PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-07-01TOM ELLA MCBETH TOM ELLA MCBETH2019-01-16
5012016-07-01TOM ELLA MCBETH TOM ELLA MCBETH2018-09-04
5012015-07-01JOHN H. FINNEY JOHN H. FINNEY2016-09-27
5012014-07-01JOHN H. FINNEY JOHN H. FINNEY2016-01-11
5012013-07-01JOHN H. FINNEY JOHN H. FINNEY2015-06-11
5012012-07-01JOHN H. FINNEY JOHN H. FINNEY2014-03-17
5012011-07-01JOHN H. FINNEY JOHN H. FINNEY2014-03-17
5012009-07-01JOHN H. FINNEY JOHN H. FINNEY2010-11-23

Plan Statistics for EOA EMPLOYEE WELFARE & 125 PLAN

401k plan membership statisitcs for EOA EMPLOYEE WELFARE & 125 PLAN

Measure Date Value
2017: EOA EMPLOYEE WELFARE & 125 PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
2016: EOA EMPLOYEE WELFARE & 125 PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-010
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
2015: EOA EMPLOYEE WELFARE & 125 PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-010
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
2014: EOA EMPLOYEE WELFARE & 125 PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-010
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-010
2013: EOA EMPLOYEE WELFARE & 125 PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01199
Total of all active and inactive participants2013-07-010
2012: EOA EMPLOYEE WELFARE & 125 PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01199
Total of all active and inactive participants2012-07-010
2011: EOA EMPLOYEE WELFARE & 125 PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01213
Total of all active and inactive participants2011-07-010
2009: EOA EMPLOYEE WELFARE & 125 PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01224
Total of all active and inactive participants2009-07-010

Form 5500 Responses for EOA EMPLOYEE WELFARE & 125 PLAN

2017: EOA EMPLOYEE WELFARE & 125 PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EOA EMPLOYEE WELFARE & 125 PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EOA EMPLOYEE WELFARE & 125 PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EOA EMPLOYEE WELFARE & 125 PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EOA EMPLOYEE WELFARE & 125 PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EOA EMPLOYEE WELFARE & 125 PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EOA EMPLOYEE WELFARE & 125 PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: EOA EMPLOYEE WELFARE & 125 PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0909137
Policy instance 3
Insurance contract or identification number0909137
Number of Individuals Covered193
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of fees paid to insurance companyUSD $53,185
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $971,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees53185
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA9445
Policy instance 2
Insurance contract or identification numberGA9445
Number of Individuals Covered234
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,602
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,602
Additional information about fees paid to insurance brokerSERVICE
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number245209
Policy instance 1
Insurance contract or identification number245209
Number of Individuals Covered162
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $762
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDETIAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $10,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $762
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameEBENCONCEPTS, INC.
HUMANA EMPLOYERS HEALTH PLAN OF GEORGIA, INC. (National Association of Insurance Commissioners NAIC id number: 95519 )
Policy contract number744662
Policy instance 3
Insurance contract or identification number744662
Number of Individuals Covered128
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $51,999
Welfare Benefit Premiums Paid to CarrierUSD $1,043,414
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,999
Additional information about fees paid to insurance brokerSERVICE
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract number1004405000
Policy instance 2
Insurance contract or identification number1004405000
Number of Individuals Covered237
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker organization code?3
Insurance broker nameA.J. GALLAGHER-GALLAGHER BENEFITS
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-6894-00
Policy instance 1
Insurance contract or identification number354-6894-00
Number of Individuals Covered172
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $680
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $10,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $680
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker organization code?3
Insurance broker nameEBENCONCEPTS INC
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-6894-00
Policy instance 1
Insurance contract or identification number354-6894-00
Number of Individuals Covered175
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $768
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $10,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $768
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker organization code?3
Insurance broker nameEBENCONCEPTS INC
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract number1004405000
Policy instance 2
Insurance contract or identification number1004405000
Number of Individuals Covered241
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,130
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,130
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker organization code?3
Insurance broker nameA.J. GALLAGHER-GALLAGHER BENEFITS
UNITED HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 95378 )
Policy contract number027J
Policy instance 3
Insurance contract or identification number027J
Number of Individuals Covered200
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of fees paid to insurance companyUSD $44,174
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,004,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees44174
Additional information about fees paid to insurance brokerSERVICE
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
UNITED HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 95378 )
Policy contract number027J
Policy instance 3
Insurance contract or identification number027J
Number of Individuals Covered217
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $48,916
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $977,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,916
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION 3
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract number1004405000
Policy instance 2
Insurance contract or identification number1004405000
Number of Individuals Covered230
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,926
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,926
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker organization code?3
Insurance broker nameA.J. GALLAGHER-GALLAGHER BENEFITS
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-6894-00
Policy instance 1
Insurance contract or identification number354-6894-00
Number of Individuals Covered180
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $855
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $11,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $855
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker organization code?3
Insurance broker nameEBENCONCEPTS INC
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number1004405000
Policy instance 2
Insurance contract or identification number1004405000
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,242
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,242
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker organization code?3
Insurance broker nameA.J. GALLAGHER-GALLAGHER BENEFITS
UNITED HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 95378 )
Policy contract number027J
Policy instance 3
Insurance contract or identification number027J
Number of Individuals Covered250
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $46,836
Total amount of fees paid to insurance companyUSD $51,550
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,172,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,836
Amount paid for insurance broker fees51550
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION 3
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-6894-00
Policy instance 1
Insurance contract or identification number354-6894-00
Number of Individuals Covered199
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $829
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $12,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $829
Additional information about fees paid to insurance brokerCOMMISSIONS 3
Insurance broker organization code?3
Insurance broker nameEBENCONCEPTS INC
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-6894-00
Policy instance 1
Insurance contract or identification number354-6894-00
Number of Individuals Covered211
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $889
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC ADD
Welfare Benefit Premiums Paid to CarrierUSD $13,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number1004405000
Policy instance 2
Insurance contract or identification number1004405000
Number of Individuals Covered267
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $39,010
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,271,809
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05578146
Policy instance 3
Insurance contract or identification numberTM05578146
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $391
Total amount of fees paid to insurance companyUSD $76
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9723958
Policy instance 4
Insurance contract or identification number9723958
Number of Individuals Covered170
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,354
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number1004405000
Policy instance 2
Insurance contract or identification number1004405000
Number of Individuals Covered267
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $38,093
Total amount of fees paid to insurance companyUSD $1,966
Welfare Benefit Premiums Paid to CarrierUSD $1,220,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number354-6894-00
Policy instance 1
Insurance contract or identification number354-6894-00
Number of Individuals Covered213
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $882
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC ADD
Welfare Benefit Premiums Paid to CarrierUSD $13,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05578146
Policy instance 3
Insurance contract or identification numberTM05578146
Number of Individuals Covered305
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $4,121
Total amount of fees paid to insurance companyUSD $752
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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