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PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 401k Plan overview

Plan NamePLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN
Plan identification number 510

PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN Benefits

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

401k Sponsoring company profile

PLANSOURCE FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANSOURCE FINANCIAL SERVICES, INC.
Employer identification number (EIN):593707284
NAIC Classification:523900

Additional information about PLANSOURCE FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-12-07
Company Identification Number: P00000112152
Legal Registered Office Address: 101 S. GARLAND AVE

ORLANDO

32801

More information about PLANSOURCE FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102020-11-01SHARON BRAND2022-05-30
5102019-11-01JAGDISH CHUGANI2021-05-06
5102018-11-01JAGDISH CHUGANI2020-05-12
5102017-11-01JAGDISH CHUGANI2019-04-02
5102016-11-01

Plan Statistics for PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN

401k plan membership statisitcs for PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN

Measure Date Value
2020: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01463
Total number of active participants reported on line 7a of the Form 55002020-11-015,686
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-010
Total of all active and inactive participants2020-11-015,686
Number of employers contributing to the scheme2020-11-010
2019: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01503
Total number of active participants reported on line 7a of the Form 55002019-11-01463
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-01463
Number of employers contributing to the scheme2019-11-010
2018: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01465
Total number of active participants reported on line 7a of the Form 55002018-11-01480
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-010
Total of all active and inactive participants2018-11-01480
Number of employers contributing to the scheme2018-11-010
2017: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01393
Total number of active participants reported on line 7a of the Form 55002017-11-01455
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-01455
Number of employers contributing to the scheme2017-11-010
2016: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01338
Total number of active participants reported on line 7a of the Form 55002016-11-01316
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-01316

Form 5500 Responses for PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN

2020: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – InsuranceYes
2019: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – InsuranceYes
2018: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan benefit arrangement – InsuranceYes
2017: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: PLANSOURCE FINANCIAL SERVICES, INC. TELEHEALTH PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01First time form 5500 has been submittedYes
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELYMD, LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberMYIDR1126
Policy instance 1
Insurance contract or identification numberMYIDR1126
Number of Individuals Covered5686
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberMYIDR1126
Policy instance 1
Insurance contract or identification numberMYIDR1126
Number of Individuals Covered463
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberMYIDR1126
Policy instance 1
Insurance contract or identification numberMYIDR1126
Number of Individuals Covered480
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberMYIDR1126
Policy instance 1
Insurance contract or identification numberMYIDR1126
Number of Individuals Covered127
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,095
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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