401k Plan data: CONNECTWISE HEALTH AND WELFARE PLAN plan

CONNECTWISE HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	CONNECTWISE HEALTH AND WELFARE PLAN
Plan identification number	501

CONNECTWISE HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

CONNECTWISE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CONNECTWISE, INC.

Employer identification number (EIN): 592874220

NAIC Classification: 518210
NAIC Description: Data Processing, Hosting, and Related Services

Additional information about CONNECTWISE, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-12-30

Company Identification Number: 0802358804

Legal Registered Office Address: PO BOX 25738

TAMPA
United States of America (USA)
33622

More information about CONNECTWISE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTWISE HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2016-01-01
501 2015-07-01
501 2015-07-01
501 2014-07-01 JOSH POE
501 2013-07-01 DAVID BELLINI DAVID BELLINI 2015-03-02
501 2012-07-01 DAVID BELLINI DAVID BELLINI 2014-03-10
501 2011-07-01 DAVID BELLINI DAVID BELLINI 2013-04-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2016-01-01
501	2015-07-01
501	2015-07-01
501	2014-07-01	JOSH POE
501	2013-07-01	DAVID BELLINI	DAVID BELLINI	2015-03-02
501	2012-07-01	DAVID BELLINI	DAVID BELLINI	2014-03-10
501	2011-07-01	DAVID BELLINI	DAVID BELLINI	2013-04-09

Plan Statistics for CONNECTWISE HEALTH AND WELFARE PLAN

401k plan membership statisitcs for CONNECTWISE HEALTH AND WELFARE PLAN

Measure Date Value
2016: CONNECTWISE HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 760
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 814
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 814
2015: CONNECTWISE HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 718
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 728
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 728
2014: CONNECTWISE HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 639
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 718
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 718
2013: CONNECTWISE HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 461
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 639
Total of all active and inactive participants 2013-07-01 639
Total participants 2013-07-01 639
2012: CONNECTWISE HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 293
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 461
Total of all active and inactive participants 2012-07-01 461
Total participants 2012-07-01 461
2011: CONNECTWISE HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 230
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 293
Total of all active and inactive participants 2011-07-01 293
Total participants 2011-07-01 293

Measure	Date	Value
2016: CONNECTWISE HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	760
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	814
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	814
2015: CONNECTWISE HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	718
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	728
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	728
2014: CONNECTWISE HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	639
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	718
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	718
2013: CONNECTWISE HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	461
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	639
Total of all active and inactive participants	2013-07-01	639
Total participants	2013-07-01	639
2012: CONNECTWISE HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	293
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	461
Total of all active and inactive participants	2012-07-01	461
Total participants	2012-07-01	461
2011: CONNECTWISE HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	230
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	293
Total of all active and inactive participants	2011-07-01	293
Total participants	2011-07-01	293

Form 5500 Responses for CONNECTWISE HEALTH AND WELFARE PLAN

2016: CONNECTWISE HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: CONNECTWISE HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	Yes
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: CONNECTWISE HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: CONNECTWISE HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: CONNECTWISE HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: CONNECTWISE HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	First time form 5500 has been submitted	Yes
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	CONNECTWISE, INC.
Employer identification number (EIN):	592874220
NAIC Classification:	518210
NAIC Description:	Data Processing, Hosting, and Related Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-12-30
Company Identification Number:	0802358804
Legal Registered Office Address:	PO BOX 25738 TAMPA United States of America (USA) 33622