401k Plan data: SWLAHEC 401(K) PLAN plan

SWLAHEC 401(K) PLAN 401k Plan overview

Plan Name	SWLAHEC 401(K) PLAN
Plan identification number	002

SWLAHEC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHWEST LA AREA HEALTH EDUCATION CNTR. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST LA AREA HEALTH EDUCATION CNTR.

Employer identification number (EIN): 721191867

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWLAHEC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01 BRIAN BURTON
002 2017-01-01 BRIAN BURTON
002 2016-01-01 MARGARET B. DURAND
002 2015-01-01 PHIL TISUE 2016-07-25
002 2014-01-01 PHIL TISUE 2015-07-07
002 2013-01-01 PHIL TISUE 2014-07-09
002 2012-01-01 PHIL TISUE 2013-08-08
002 2011-01-01 CINDY GARY
002 2009-01-01 DAVEY LEWIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01	BRIAN BURTON
002	2017-01-01	BRIAN BURTON
002	2016-01-01	MARGARET B. DURAND
002	2015-01-01	PHIL TISUE	2016-07-25
002	2014-01-01	PHIL TISUE	2015-07-07
002	2013-01-01	PHIL TISUE	2014-07-09
002	2012-01-01	PHIL TISUE	2013-08-08
002	2011-01-01	CINDY GARY
002	2009-01-01	DAVEY LEWIS

Plan Statistics for SWLAHEC 401(K) PLAN

401k plan membership statisitcs for SWLAHEC 401(K) PLAN

Measure Date Value
2020: SWLAHEC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 68
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 78
Number of participants with account balances 2020-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SWLAHEC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 56
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 67
Number of participants with account balances 2019-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SWLAHEC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 46
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 55
Number of participants with account balances 2018-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SWLAHEC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 49
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 12
Total of all active and inactive participants 2017-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 61
Number of participants with account balances 2017-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SWLAHEC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 49
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 7
Total of all active and inactive participants 2016-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 56
Number of participants with account balances 2016-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2011: SWLAHEC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 22
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 32
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SWLAHEC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: SWLAHEC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	68
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	78
Number of participants with account balances	2020-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SWLAHEC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	56
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	67
Number of participants with account balances	2019-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SWLAHEC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	46
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	55
Number of participants with account balances	2018-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SWLAHEC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	49
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	12
Total of all active and inactive participants	2017-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	61
Number of participants with account balances	2017-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SWLAHEC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	49
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	7
Total of all active and inactive participants	2016-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	56
Number of participants with account balances	2016-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2011: SWLAHEC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	22
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	32
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SWLAHEC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SWLAHEC 401(K) PLAN

Measure	Date	Value
2020 : SWLAHEC 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$435,515
Expenses. Total of all expenses incurred	2020-12-31	$104,783
Benefits paid (including direct rollovers)	2020-12-31	$102,685
Total plan assets at end of year	2020-12-31	$1,412,943
Total plan assets at beginning of year	2020-12-31	$1,082,211
Value of fidelity bond covering the plan	2020-12-31	$0
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$141,885
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$207,348
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$330,732
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,412,943
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,082,211
Assets. Value of participant loans	2020-12-31	$23,759
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$86,282
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,098
2019 : SWLAHEC 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$340,832
Expenses. Total of all expenses incurred	2019-12-31	$19,765
Benefits paid (including direct rollovers)	2019-12-31	$17,963
Total plan assets at end of year	2019-12-31	$1,082,211
Total plan assets at beginning of year	2019-12-31	$761,144
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$85,013
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$4,071
Other income received	2019-12-31	$182,451
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$321,067
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,082,211
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$761,144
Assets. Value of participant loans	2019-12-31	$24,554
Total contributions received or receivable from employer(s)	2019-12-31	$69,297
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,802
2018 : SWLAHEC 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$120,833
Expenses. Total of all expenses incurred	2018-12-31	$566,885
Benefits paid (including direct rollovers)	2018-12-31	$565,095
Total plan assets at end of year	2018-12-31	$761,144
Total plan assets at beginning of year	2018-12-31	$1,207,196
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$87,606
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$27,975
Other income received	2018-12-31	$-54,948
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-446,052
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$761,144
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,207,196
Assets. Value of participant loans	2018-12-31	$17,740
Total contributions received or receivable from employer(s)	2018-12-31	$60,200
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,790
2017 : SWLAHEC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$325,881
Expenses. Total of all expenses incurred	2017-12-31	$83,997
Benefits paid (including direct rollovers)	2017-12-31	$82,094
Total plan assets at end of year	2017-12-31	$1,207,196
Total plan assets at beginning of year	2017-12-31	$965,312
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$95,905
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$165,127
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$241,884
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,207,196
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$965,312
Assets. Value of participant loans	2017-12-31	$18,437
Total contributions received or receivable from employer(s)	2017-12-31	$64,849
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,903
2016 : SWLAHEC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$243,015
Expenses. Total of all expenses incurred	2016-12-31	$55,112
Benefits paid (including direct rollovers)	2016-12-31	$53,510
Total plan assets at end of year	2016-12-31	$965,312
Total plan assets at beginning of year	2016-12-31	$777,409
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$76,388
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$19,242
Other income received	2016-12-31	$78,943
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$187,903
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$965,312
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$777,409
Assets. Value of participant loans	2016-12-31	$23,701
Total contributions received or receivable from employer(s)	2016-12-31	$68,442
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,602
2011 : SWLAHEC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$57,123
Expenses. Total of all expenses incurred	2011-12-31	$37,943
Benefits paid (including direct rollovers)	2011-12-31	$37,768
Total plan assets at end of year	2011-12-31	$429,820
Total plan assets at beginning of year	2011-12-31	$410,640
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$37,415
Other income received	2011-12-31	$-17,580
Net income (gross income less expenses)	2011-12-31	$19,180
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$429,820
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$410,640
Total contributions received or receivable from employer(s)	2011-12-31	$37,288
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$175
2010 : SWLAHEC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$122,894
Expenses. Total of all expenses incurred	2010-12-31	$6,712
Benefits paid (including direct rollovers)	2010-12-31	$6,637
Total plan assets at end of year	2010-12-31	$410,640
Total plan assets at beginning of year	2010-12-31	$294,458
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$38,022
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$45,564
Net income (gross income less expenses)	2010-12-31	$116,182
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$410,640
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$294,458
Total contributions received or receivable from employer(s)	2010-12-31	$39,308
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$75

Form 5500 Responses for SWLAHEC 401(K) PLAN

2020: SWLAHEC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SWLAHEC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SWLAHEC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SWLAHEC 401(K) 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	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SWLAHEC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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 funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2011: SWLAHEC 401(K) 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: SWLAHEC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

929474

Policy instance

Insurance contract or identification number	929474
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,972
Total amount of fees paid to insurance company	USD $0
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	No
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
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

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

929474

Policy instance

Insurance contract or identification number	929474
Number of Individuals Covered	34
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,514
Total amount of fees paid to insurance company	USD $0
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	No
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
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 $1,514
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	SOUTHWEST LA AREA HEALTH EDUCATION CNTR.
Employer identification number (EIN):	721191867
NAIC Classification:	611000