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| Plan Name | R.J. DOUGHERTY ASSOCIATES, LLC HEALTH |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | R.J. DOUGHERTY ASSOCIATES, LLC |
| Employer identification number (EIN): | 593092773 |
| NAIC Classification: | 336610 |
Additional information about R.J. DOUGHERTY ASSOCIATES, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2015-10-23 |
| Company Identification Number: | L15000181238 |
| Legal Registered Office Address: |
1201 HAYS STREET TALLAHASSEE 32301 |
More information about R.J. DOUGHERTY ASSOCIATES, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2010-11-01 | DOUG REED | |||
| 501 | 2009-11-01 | DOUG REED |
| Measure | Date | Value |
|---|---|---|
| 2010: R.J. DOUGHERTY ASSOCIATES, LLC HEALTH 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-11-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 94 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 0 |
| Total of all active and inactive participants | 2010-11-01 | 94 |
| 2009: R.J. DOUGHERTY ASSOCIATES, LLC HEALTH 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-11-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 110 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 0 |
| Total of all active and inactive participants | 2009-11-01 | 110 |
| 2010: R.J. DOUGHERTY ASSOCIATES, LLC HEALTH 2010 form 5500 responses | ||
|---|---|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | First time form 5500 has been submitted | Yes |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: R.J. DOUGHERTY ASSOCIATES, LLC HEALTH 2009 form 5500 responses | ||
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | First time form 5500 has been submitted | Yes |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 193090 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 193090 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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