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EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 401k Plan overview

Plan NameEPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN
Plan identification number 501

EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

EPHRAIM MCDOWELL HEALTH has sponsored the creation of one or more 401k plans.

Company Name:EPHRAIM MCDOWELL HEALTH
Employer identification number (EIN):610492356
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01
5012018-01-01LIBBY MAYES2020-07-23
5012017-01-01LIBBY MAYES LIBBY MAYES2018-07-30
5012017-01-01 LIBBY MAYES2018-07-30
5012016-01-01LIBBY MAYES
5012015-01-01CARL METZ CARL METZ2016-07-26
5012014-01-01CARL METZ CARL METZ2015-09-30
5012013-01-01CARL METZ CARL METZ2014-10-15
5012012-01-01CARL METZ CARL METZ2014-04-10
5012011-01-01CARL METZ
5012010-01-01CARL METZ
5012009-01-01CARL METZ
5012009-01-01CARL METZ
5012009-01-01 CARL METZ2010-10-14

Plan Statistics for EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN

401k plan membership statisitcs for EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN

Measure Date Value
2018: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,456
Total number of active participants reported on line 7a of the Form 55002018-01-011,456
Total of all active and inactive participants2018-01-011,456
2017: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,152
Total number of active participants reported on line 7a of the Form 55002017-01-011,452
Number of retired or separated participants receiving benefits2017-01-014
Total of all active and inactive participants2017-01-011,456
Total participants2017-01-011,456
2016: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,168
Total number of active participants reported on line 7a of the Form 55002016-01-011,155
Number of retired or separated participants receiving benefits2016-01-0118
Total of all active and inactive participants2016-01-011,173
Total participants2016-01-011,173
2015: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,058
Total number of active participants reported on line 7a of the Form 55002015-01-011,371
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,383
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,089
Total number of active participants reported on line 7a of the Form 55002014-01-011,282
Number of retired or separated participants receiving benefits2014-01-0122
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,304
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,101
Total number of active participants reported on line 7a of the Form 55002013-01-011,274
Number of retired or separated participants receiving benefits2013-01-01210
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,484
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,110
Total number of active participants reported on line 7a of the Form 55002012-01-011,275
Number of retired or separated participants receiving benefits2012-01-015
Total of all active and inactive participants2012-01-011,280
Total participants2012-01-011,280
2011: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,121
Total number of active participants reported on line 7a of the Form 55002011-01-011,104
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,105
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,045
Total number of active participants reported on line 7a of the Form 55002010-01-011,267
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,279
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,301
Total number of active participants reported on line 7a of the Form 55002009-01-011,049
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,053
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN

2018: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: EPHRAIM MCDOWELL HEALTH HEALTH PROTECTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201482
Policy instance 1
Insurance contract or identification numberUNI-201482
Number of Individuals Covered1456
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $407,482
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $288,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $242,075
Additional information about fees paid to insurance brokerREINSURANCE
Insurance broker organization code?3
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201482
Policy instance 1
Insurance contract or identification numberUNI-201482
Number of Individuals Covered1456
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $76,241
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $341,419
Additional information about fees paid to insurance brokerCOMMISSION, REINSURANCE, PHARMACY BENEFIT, AND NETWORK ACCESS FEES
Insurance broker organization code?3
Insurance broker nameBLUEGRASS FAMILY HEALTH
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberNBR102539
Policy instance 1
Insurance contract or identification numberNBR102539
Number of Individuals Covered1371
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $70,504
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $282,291
Additional information about fees paid to insurance brokerCOMMISSION, REINSURANCE, PHARMACY BENEFIT, AND NETWORK ACCESS FEES
Insurance broker organization code?3
Insurance broker nameBLUEGRASS FAMILY HEALTH
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201482
Policy instance 1
Insurance contract or identification numberUNI-201482
Number of Individuals Covered1304
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $62,385
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $248,706
Additional information about fees paid to insurance brokerCOMMISSION, REINSURANCE, PHARMACY BENEFIT, AND NETWORK ACCESS FEES
Insurance broker organization code?3
Amount paid for insurance broker fees31815
Insurance broker nameBLUEGRASS FAMILY HEALTH
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201482
Policy instance 1
Insurance contract or identification numberUNI-201482
Number of Individuals Covered1484
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $46,610
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $266,910
Additional information about fees paid to insurance brokerCOMMISSION, REINSURANCE, PHARMACY BENEFIT, AND NETWORK ACCESS FEES.
Insurance broker organization code?3
Insurance broker nameBLUEGRASS FAMILY HEALTH
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberNBR102539
Policy instance 1
Insurance contract or identification numberNBR102539
Number of Individuals Covered1275
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $528,374
Total amount of fees paid to insurance companyUSD $45,396
Health Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $232,274
Amount paid for insurance broker fees16179
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameBLUEGRASS FAMILY HEALTH
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberNBR102539
Policy instance 1
Insurance contract or identification numberNBR102539
Number of Individuals Covered1104
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $37,259
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberNBR102539
Policy instance 1
Insurance contract or identification numberNBR102539
Number of Individuals Covered1267
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $71,376
Total amount of fees paid to insurance companyUSD $2,491,584
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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