SAMARITAN'S PURSE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAMARITANS PURSE LONG TERM CARE PLAN
| Measure | Date | Value |
|---|
| 2018: SAMARITANS PURSE LONG TERM CARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 197 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| 2017: SAMARITANS PURSE LONG TERM CARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 179 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 197 |
| Total of all active and inactive participants | 2017-01-01 | 197 |
| 2016: SAMARITANS PURSE LONG TERM CARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 161 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 179 |
| Total of all active and inactive participants | 2016-01-01 | 179 |
| Total participants | 2016-01-01 | 179 |
| 2015: SAMARITANS PURSE LONG TERM CARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 157 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 161 |
| Total of all active and inactive participants | 2015-01-01 | 161 |
| 2014: SAMARITANS PURSE LONG TERM CARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 157 |
| Total of all active and inactive participants | 2014-01-01 | 157 |
| Total participants | 2014-01-01 | 157 |
| 2013: SAMARITANS PURSE LONG TERM CARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 139 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 150 |
| Total of all active and inactive participants | 2013-01-01 | 150 |
| 2012: SAMARITANS PURSE LONG TERM CARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 139 |
| Total of all active and inactive participants | 2012-01-01 | 139 |
| 2011: SAMARITANS PURSE LONG TERM CARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 107 |
| Total of all active and inactive participants | 2011-01-01 | 107 |
| 2018: SAMARITANS PURSE LONG TERM CARE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: SAMARITANS PURSE LONG TERM CARE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: SAMARITANS PURSE LONG TERM CARE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: SAMARITANS PURSE LONG TERM CARE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: SAMARITANS PURSE LONG TERM CARE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SAMARITANS PURSE LONG TERM CARE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SAMARITANS PURSE LONG TERM CARE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SAMARITANS PURSE LONG TERM CARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69000 ) |
| Policy contract number | 08403 |
| Policy instance | 1 |
| Insurance contract or identification number | 08403 | | Number of Individuals Covered | 197 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $54,246 | | Total amount of fees paid to insurance company | USD $20,255 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $446,037 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,647 | | Amount paid for insurance broker fees | 5524 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | JOHN B TRIPOLI |
|
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69000 ) |
| Policy contract number | 08403 |
| Policy instance | 1 |
| Insurance contract or identification number | 08403 | | Number of Individuals Covered | 161 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $44,789 | | Total amount of fees paid to insurance company | USD $16,378 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $370,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,729 | | Amount paid for insurance broker fees | 3536 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | DONALD E REED CLU, CHFC |
|
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69000 ) |
| Policy contract number | 08403 |
| Policy instance | 1 |
| Insurance contract or identification number | 08403 | | Number of Individuals Covered | 157 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $32,663 | | Total amount of fees paid to insurance company | USD $10,910 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $330,094 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,995 | | Amount paid for insurance broker fees | 3757 | | Additional information about fees paid to insurance broker | OTHER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | CAROLINA CONDREY GRP |
|
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69000 ) |
| Policy contract number | 08403 |
| Policy instance | 1 |
| Insurance contract or identification number | 08403 | | Number of Individuals Covered | 122 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $28,339 | | Total amount of fees paid to insurance company | USD $9,380 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $293,445 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,316 | | Amount paid for insurance broker fees | 3793 | | Additional information about fees paid to insurance broker | OTHER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | DONALD E REED CLU, CHFC |
|
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69000 ) |
| Policy contract number | 08410 |
| Policy instance | 2 |
| Insurance contract or identification number | 08410 | | Number of Individuals Covered | 28 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $-296 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $35,626 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $594 | | Amount paid for insurance broker fees | 123 | | Additional information about fees paid to insurance broker | OTHER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM JOHN COOPER |
|
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69000 ) |
| Policy contract number | 08403 |
| Policy instance | 1 |
| Insurance contract or identification number | 08403 | | Number of Individuals Covered | 112 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $33,156 | | Total amount of fees paid to insurance company | USD $10,484 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $258,624 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,631 | | Amount paid for insurance broker fees | 4820 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | DONALD E REED CLU, CHFC |
|
| NORTHWESTERN LONG TERM CARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69000 ) |
| Policy contract number | 08410 |
| Policy instance | 2 |
| Insurance contract or identification number | 08410 | | Number of Individuals Covered | 27 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $8,880 | | Total amount of fees paid to insurance company | USD $3,285 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $25,234 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,629 | | Amount paid for insurance broker fees | 1331 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | DONALD E REED CLU, CHFC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 8403 |
| Policy instance | 1 |
| Insurance contract or identification number | 8403 | | Number of Individuals Covered | 96 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $25,493 | | Total amount of fees paid to insurance company | USD $5,746 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $213,718 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 8410 |
| Policy instance | 2 |
| Insurance contract or identification number | 8410 | | Number of Individuals Covered | 11 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,555 | | Total amount of fees paid to insurance company | USD $467 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $25,601 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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
