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CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 401k Plan overview

Plan NameCROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN
Plan identification number 501

CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

CROWE & DUNLEVY, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CROWE & DUNLEVY, A PROFESSIONAL CORPORATION
Employer identification number (EIN):731055796
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about CROWE & DUNLEVY, A PROFESSIONAL CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-08-17
Company Identification Number: 0802794097
Legal Registered Office Address: 324 N ROBINSON AVE STE 100

OKLAHOMA CITY
United States of America (USA)
73102

More information about CROWE & DUNLEVY, A PROFESSIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-01-01ROGER FLOWER
5012015-01-01ROGER FLOWER
5012014-01-01ROGER FLOWER ROGER FLOWER2015-03-11
5012013-01-01ROGER FLOWER
5012012-04-01TOM KEIFER
5012011-04-01TOM KEIFER
5012009-04-01TOM KEIFER
5012009-01-01TOM KEIFER
5012008-01-01TOM KEIFER

Plan Statistics for CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN

401k plan membership statisitcs for CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN

Measure Date Value
2016: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01180
Total number of active participants reported on line 7a of the Form 55002015-01-01179
Number of retired or separated participants receiving benefits2015-01-015
Total of all active and inactive participants2015-01-01184
Total participants2015-01-01184
2014: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01180
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-014
Total of all active and inactive participants2014-01-01180
Total participants2014-01-01180
2013: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01197
Total number of active participants reported on line 7a of the Form 55002013-01-01196
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-01197
Total participants2013-01-01197
2012: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01185
Total number of active participants reported on line 7a of the Form 55002012-04-01184
Number of retired or separated participants receiving benefits2012-04-011
Total of all active and inactive participants2012-04-01185
Total participants2012-04-01185
2011: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01190
Total number of active participants reported on line 7a of the Form 55002011-04-01188
Number of retired or separated participants receiving benefits2011-04-012
Total of all active and inactive participants2011-04-01190
Total participants2011-04-01190
2009: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01187
Total number of active participants reported on line 7a of the Form 55002009-04-01186
Number of retired or separated participants receiving benefits2009-04-011
Total of all active and inactive participants2009-04-01187
Total participants2009-04-01187
Total participants, beginning-of-year2009-01-01198
Total number of active participants reported on line 7a of the Form 55002009-01-01197
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-01198
Total participants2009-01-01198
2008: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01192
Total number of active participants reported on line 7a of the Form 55002008-01-01185
Number of retired or separated participants receiving benefits2008-01-017
Total of all active and inactive participants2008-01-01192
Total participants2008-01-01192

Form 5500 Responses for CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN

2016: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL 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 filingYes
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: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL 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: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL 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: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL 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: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01First time form 5500 has been submittedYes
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01First time form 5500 has been submittedYes
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01First time form 5500 has been submittedYes
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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)Yes
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, GROUP MEDICAL PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
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

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberYY1372
Policy instance 1
Insurance contract or identification numberYY1372
Number of Individuals Covered317
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $81,383
Total amount of fees paid to insurance companyUSD $3,600
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 $1,691,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,903
Insurance broker organization code?3
Amount paid for insurance broker fees3600
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker nameNFP CORPORATE SERVICES
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberYY1372
Policy instance 1
Insurance contract or identification numberYY1372
Number of Individuals Covered289
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $81,810
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 $1,644,054
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,110
Amount paid for insurance broker fees2700
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
Insurance broker nameMASCHINO HUDELSON & ASSOCIATES
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberYY1372
Policy instance 1
Insurance contract or identification numberYY1372
Number of Individuals Covered301
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $93,847
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 $1,876,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93,847
Insurance broker nameMASCHINO HUDELSON & ASSOCIATES
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberYY1372
Policy instance 1
Insurance contract or identification numberYY1372
Number of Individuals Covered337
Insurance policy start date2012-04-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $71,643
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $143,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,643
Insurance broker namePEGGIE HUNTER
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberYY1372
Policy instance 1
Insurance contract or identification numberYY1372
Number of Individuals Covered304
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $89,092
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,781,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberYY1372
Policy instance 1
Insurance contract or identification numberYY1372
Number of Individuals Covered316
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $77,567
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,564,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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