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GROELLE & SALMON MEDICAL PLAN 401k Plan overview

Plan NameGROELLE & SALMON MEDICAL PLAN
Plan identification number 502

GROELLE & SALMON MEDICAL 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 will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
  • 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

GROELLE SALMON, P.A. has sponsored the creation of one or more 401k plans.

Company Name:GROELLE SALMON, P.A.
Employer identification number (EIN):651093512
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROELLE & SALMON MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022019-01-01KEITH MIXON2020-07-23
5022019-01-01KEITH MIXON2021-10-05
5022017-01-01
5022017-01-01KEITH MIXON2019-06-17

Plan Statistics for GROELLE & SALMON MEDICAL PLAN

401k plan membership statisitcs for GROELLE & SALMON MEDICAL PLAN

Measure Date Value
2019: GROELLE & SALMON MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01100
Total number of active participants reported on line 7a of the Form 55002019-01-01107
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01107
Number of employers contributing to the scheme2019-01-010
2017: GROELLE & SALMON MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01100
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01111
Number of employers contributing to the scheme2017-01-010

Form 5500 Responses for GROELLE & SALMON MEDICAL PLAN

2019: GROELLE & SALMON MEDICAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2017: GROELLE & SALMON MEDICAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number793766
Policy instance 1
Insurance contract or identification number793766
Number of Individuals Covered107
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $51,349
Total amount of fees paid to insurance companyUSD $403
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $933,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,349
Amount paid for insurance broker fees403
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number618303
Policy instance 1
Insurance contract or identification number618303
Number of Individuals Covered111
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $52,401
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $785,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees39300
Additional information about fees paid to insurance brokerBENEFIT ADVISOR FEES
Insurance broker organization code?3
Insurance broker nameCENTERSTONE INS. AND FIN. SVCS.

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