401k Plan data: EQHEALTH SOLUTIONS MEDICAL PLAN plan

EQHEALTH SOLUTIONS MEDICAL PLAN 401k Plan overview

Plan Name	EQHEALTH SOLUTIONS MEDICAL PLAN
Plan identification number	501

EQHEALTH SOLUTIONS MEDICAL PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

ADVISEWELL, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADVISEWELL, INC.

Employer identification number (EIN): 721081340

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQHEALTH SOLUTIONS MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2017-01-01 CHRISTINE GATLIN
501 2016-01-01 EMILY COBB EMILY COBB 2017-09-07
501 2016-01-01 EMILY COBB 2017-05-25
501 2015-01-01 ADAM GERACE
501 2015-01-01 ADAM GERACE
501 2014-01-01 ADAM GERACE
501 2012-01-01 ADAM GERACE
501 2011-01-01 JOHN ALLEN
501 2009-01-01 JOHN ALLEN
501 2009-01-01 JOHN ALLEN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2017-01-01	CHRISTINE GATLIN
501	2016-01-01	EMILY COBB	EMILY COBB	2017-09-07
501	2016-01-01		EMILY COBB	2017-05-25
501	2015-01-01	ADAM GERACE
501	2015-01-01	ADAM GERACE
501	2014-01-01	ADAM GERACE
501	2012-01-01	ADAM GERACE
501	2011-01-01	JOHN ALLEN
501	2009-01-01	JOHN ALLEN
501	2009-01-01	JOHN ALLEN

Plan Statistics for EQHEALTH SOLUTIONS MEDICAL PLAN

401k plan membership statisitcs for EQHEALTH SOLUTIONS MEDICAL PLAN

Measure Date Value
2017: EQHEALTH SOLUTIONS MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
2016: EQHEALTH SOLUTIONS MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 512
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 526
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 526
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EQHEALTH SOLUTIONS MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 505
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 506
Total participants 2015-01-01 506
2014: EQHEALTH SOLUTIONS MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 236
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 237
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
Number of employers contributing to the scheme 2014-01-01 0
2012: EQHEALTH SOLUTIONS MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 501
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 502
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 0
2011: EQHEALTH SOLUTIONS MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 431
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 431
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 0
2009: EQHEALTH SOLUTIONS MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 150
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 152
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2017: EQHEALTH SOLUTIONS MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
2016: EQHEALTH SOLUTIONS MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	512
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	526
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	526
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EQHEALTH SOLUTIONS MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	505
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	506
Total participants	2015-01-01	506
2014: EQHEALTH SOLUTIONS MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	236
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	237
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
Number of employers contributing to the scheme	2014-01-01	0
2012: EQHEALTH SOLUTIONS MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	501
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	502
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	0
2011: EQHEALTH SOLUTIONS MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	431
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	431
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	0
2009: EQHEALTH SOLUTIONS MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	150
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	152
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Form 5500 Responses for EQHEALTH SOLUTIONS MEDICAL PLAN

2017: EQHEALTH SOLUTIONS MEDICAL PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: EQHEALTH SOLUTIONS MEDICAL PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: EQHEALTH SOLUTIONS MEDICAL PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: EQHEALTH SOLUTIONS MEDICAL PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2012: EQHEALTH SOLUTIONS MEDICAL PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EQHEALTH SOLUTIONS MEDICAL PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: EQHEALTH SOLUTIONS MEDICAL PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )

Policy contract number

74972FF2

Policy instance

Insurance contract or identification number	74972FF2
Number of Individuals Covered	505
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	COBRA
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 Broker	USD $71,495
Amount paid for insurance broker fees	53170
Additional information about fees paid to insurance broker	INDIRECT COMPENSATION
Insurance broker name	BANCORPSOUTH INSURANCE

BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )

Policy contract number

74972FF2

Policy instance

Insurance contract or identification number	74972FF2
Number of Individuals Covered	265
Insurance policy start date	2012-01-01
Insurance policy end date	2013-12-31
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker name	BANCORPSOUTH INSURANCE

BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )

Policy contract number

74972FF2

Policy instance

Insurance contract or identification number	74972FF2
Number of Individuals Covered	312
Insurance policy start date	2011-01-01
Insurance policy end date	2012-01-01
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ADVISEWELL, INC.
Employer identification number (EIN):	721081340
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services