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WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 401k Plan overview

Plan NameWHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN
Plan identification number 504

WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

WHITE RIVER HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHITE RIVER HEALTH SYSTEM, INC.
Employer identification number (EIN):710411459
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01LINDSEY CASTLEBERRY
5042021-01-01LINDSEY CASTLEBERRY2022-07-12
5042020-01-01LINDSEY CASTLEBERRY2021-09-01
5042019-01-01LINDSEY CASTLEBERRY2020-09-23
5042018-01-01
5042017-01-01
5042016-01-01LINDSEY CASTLEBERRY2019-01-30
5042015-01-01LINDSEY CASTLEBERRY2019-01-30
5042014-01-01
5042013-01-01
5042012-01-01
5042011-01-01
5042010-01-01
5042009-01-01
5042008-01-01

Plan Statistics for WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN

401k plan membership statisitcs for WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN

Measure Date Value
2022: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01570
Total number of active participants reported on line 7a of the Form 55002022-01-01557
Total of all active and inactive participants2022-01-01557
2021: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01522
Total number of active participants reported on line 7a of the Form 55002021-01-01570
Total of all active and inactive participants2021-01-01570
2020: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01595
Total number of active participants reported on line 7a of the Form 55002020-01-01522
Total of all active and inactive participants2020-01-01522
2019: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01621
Total number of active participants reported on line 7a of the Form 55002019-01-01595
Total of all active and inactive participants2019-01-01595
2018: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01623
Total number of active participants reported on line 7a of the Form 55002018-01-01621
Total of all active and inactive participants2018-01-01621
2017: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01636
Total number of active participants reported on line 7a of the Form 55002017-01-01623
Total of all active and inactive participants2017-01-01623
2016: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01604
Total number of active participants reported on line 7a of the Form 55002016-01-01636
Total of all active and inactive participants2016-01-01636
2015: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01636
Total number of active participants reported on line 7a of the Form 55002015-01-01604
Total of all active and inactive participants2015-01-01604
2014: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01642
Total number of active participants reported on line 7a of the Form 55002014-01-01636
Total of all active and inactive participants2014-01-01636
2013: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01545
Total number of active participants reported on line 7a of the Form 55002013-01-01642
Total of all active and inactive participants2013-01-01642
2012: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01553
Total number of active participants reported on line 7a of the Form 55002012-01-01545
Total of all active and inactive participants2012-01-01545
2011: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01553
Total number of active participants reported on line 7a of the Form 55002011-01-01553
Total of all active and inactive participants2011-01-01553
2010: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01557
Total number of active participants reported on line 7a of the Form 55002010-01-01553
Total of all active and inactive participants2010-01-01553
2009: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01852
Total number of active participants reported on line 7a of the Form 55002009-01-01557
Total of all active and inactive participants2009-01-01557
2008: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01852
Total number of active participants reported on line 7a of the Form 55002008-01-01852
Total of all active and inactive participants2008-01-01852

Form 5500 Responses for WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN

2022: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 benefit arrangement – InsuranceYes
2010: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2009: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2008: WHITE RIVER HEALTH SYSTEM GROUP SHORT TERM DISABILITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number918629
Policy instance 1
Insurance contract or identification number918629
Number of Individuals Covered557
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,942
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $474,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,942
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number918629
Policy instance 1
Insurance contract or identification number918629
Number of Individuals Covered570
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $112,102
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $448,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $100,892
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number918629
Policy instance 1
Insurance contract or identification number918629
Number of Individuals Covered522
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $114,944
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $459,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $103,450
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number918629
Policy instance 1
Insurance contract or identification number918629
Number of Individuals Covered595
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $118,499
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $473,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $106,649
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5480950
Policy instance 1
Insurance contract or identification number5480950
Number of Individuals Covered663
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $111,440
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $445,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $100,296
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5480950
Policy instance 1
Insurance contract or identification number5480950
Number of Individuals Covered623
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $104,653
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $418,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326131
Policy instance 1
Insurance contract or identification numberVPS 326131
Number of Individuals Covered636
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $113,831
Total amount of fees paid to insurance companyUSD $3,300
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $379,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,267
Insurance broker organization code?3
Amount paid for insurance broker fees3300
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker nameSTEPHEN H BAKER
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326131
Policy instance 1
Insurance contract or identification numberVPS 326131
Number of Individuals Covered642
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $130,375
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $434,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87,338
Insurance broker organization code?3
Insurance broker nameSTEPHEN H BAKER
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG0060524
Policy instance 1
Insurance contract or identification numberG0060524
Number of Individuals Covered545
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $79,441
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $397,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,441
Insurance broker organization code?3
Insurance broker nameGARY LYNN DEVUN
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00605924
Policy instance 1
Insurance contract or identification numberG00605924
Number of Individuals Covered553
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $66,052
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $330,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66,052
Insurance broker organization code?3
Insurance broker nameGARY LYNN DEVUN
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00605924
Policy instance 1
Insurance contract or identification numberG00605924
Number of Individuals Covered553
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $68,158
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $340,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,158
Insurance broker organization code?3
Insurance broker nameGARY LYNN DEVUN
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00605924
Policy instance 1
Insurance contract or identification numberG00605924
Number of Individuals Covered557
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $59,324
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $296,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,324
Insurance broker organization code?3
Insurance broker nameGARY LYNN DEVUN
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00605924
Policy instance 1
Insurance contract or identification numberG00605924
Number of Individuals Covered852
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $60,638
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $303,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,638
Insurance broker organization code?3
Insurance broker nameGARY LYNN DEVUN

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