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THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 401k Plan overview

Plan NameTHE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666
Plan identification number 506

THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

OUR LADY OF THE LAKE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:OUR LADY OF THE LAKE UNIVERSITY
Employer identification number (EIN):741109631
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062021-10-01PHILLIP JOHN VARGAS2023-07-17 ANTHONY E. TURRIETTA2023-07-17
5062020-10-01PHILLIP JOHN VARGAS2022-04-28 ANTHONY E. TURRIETTA2022-04-28
5062019-10-01PHILLIP JOHN VARGAS2021-04-06 ANTHONY E. TURRIETTA2021-04-06
5062018-10-01PHILLIP JOHN VARGAS2020-07-15
5062018-10-01PHILLIP JOHN VARGAS2020-06-18
5062017-10-01PHILLIP JOHN VARGAS2019-04-30
5062016-10-01
5062015-10-01PHILLIP JOHN VARGAS
5062014-10-01PHILLIP JOHN VARGAS
5062013-10-01PHILLIP JOHN VARGAS
5062012-10-01PHILLIP JOHN VARGAS
5062011-10-01PHILLIP JOHN VARGAS
5062009-10-01PHILLIP JOHN VARGAS
5062008-10-01

Plan Statistics for THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666

401k plan membership statisitcs for THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666

Measure Date Value
2021: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2021 401k membership
Total participants, beginning-of-year2021-10-01263
Total number of active participants reported on line 7a of the Form 55002021-10-01249
Total of all active and inactive participants2021-10-01249
Total participants2021-10-01249
2020: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2020 401k membership
Total participants, beginning-of-year2020-10-01289
Total number of active participants reported on line 7a of the Form 55002020-10-01263
Total of all active and inactive participants2020-10-01263
Total participants2020-10-01263
2019: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2019 401k membership
Total participants, beginning-of-year2019-10-01291
Total number of active participants reported on line 7a of the Form 55002019-10-01289
Total of all active and inactive participants2019-10-01289
Total participants2019-10-01289
2018: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2018 401k membership
Total participants, beginning-of-year2018-10-01283
Total number of active participants reported on line 7a of the Form 55002018-10-01291
Total of all active and inactive participants2018-10-01291
Total participants2018-10-01291
2017: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2017 401k membership
Total participants, beginning-of-year2017-10-01266
Total number of active participants reported on line 7a of the Form 55002017-10-01283
Total of all active and inactive participants2017-10-01283
Total participants2017-10-01283
2016: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2016 401k membership
Total participants, beginning-of-year2016-10-01267
Total number of active participants reported on line 7a of the Form 55002016-10-01266
Total of all active and inactive participants2016-10-01266
Total participants2016-10-01266
2015: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2015 401k membership
Total participants, beginning-of-year2015-10-01245
Total number of active participants reported on line 7a of the Form 55002015-10-01267
Total of all active and inactive participants2015-10-01267
Total participants2015-10-01267
2014: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2014 401k membership
Total participants, beginning-of-year2014-10-01236
Total number of active participants reported on line 7a of the Form 55002014-10-01245
Total of all active and inactive participants2014-10-01245
Total participants2014-10-01245
2013: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2013 401k membership
Total participants, beginning-of-year2013-10-01213
Total number of active participants reported on line 7a of the Form 55002013-10-01236
Total of all active and inactive participants2013-10-01236
Total participants2013-10-01236
2012: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2012 401k membership
Total participants, beginning-of-year2012-10-01217
Total number of active participants reported on line 7a of the Form 55002012-10-01213
Total of all active and inactive participants2012-10-01213
Total participants2012-10-01213
2011: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2011 401k membership
Total participants, beginning-of-year2011-10-01242
Total number of active participants reported on line 7a of the Form 55002011-10-01217
Total of all active and inactive participants2011-10-01217
Total participants2011-10-01217
2009: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2009 401k membership
Total participants, beginning-of-year2009-10-01244
Total number of active participants reported on line 7a of the Form 55002009-10-01241
Number of retired or separated participants receiving benefits2009-10-013
Total of all active and inactive participants2009-10-01244
Total participants2009-10-01244

Form 5500 Responses for THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666

2021: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedYes
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement – General assets of the sponsorYes
2008: THE HEALTH PLAN 411 S.W. 24TH STREET SAN ANTONIO, TX 78207-4666 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 )
Policy contract number417006410027
Policy instance 1
Insurance contract or identification number417006410027
Number of Individuals Covered249
Insurance policy start date2021-04-01
Insurance policy end date2022-04-01
Welfare Benefit Premiums Paid to CarrierUSD $491,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 )
Policy contract number417007410027
Policy instance 1
Insurance contract or identification number417007410027
Number of Individuals Covered263
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Welfare Benefit Premiums Paid to CarrierUSD $661,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 )
Policy contract number417006410027
Policy instance 1
Insurance contract or identification number417006410027
Number of Individuals Covered289
Insurance policy start date2019-04-01
Insurance policy end date2020-04-01
Welfare Benefit Premiums Paid to CarrierUSD $632,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 )
Policy contract number417006410027
Policy instance 1
Insurance contract or identification number417006410027
Number of Individuals Covered291
Insurance policy start date2018-04-01
Insurance policy end date2019-04-01
Welfare Benefit Premiums Paid to CarrierUSD $468,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTPORT INSURANCE CORP (National Association of Insurance Commissioners NAIC id number: 34207 )
Policy contract number417006410027
Policy instance 1
Insurance contract or identification number417006410027
Number of Individuals Covered283
Insurance policy start date2017-04-01
Insurance policy end date2018-04-01
Welfare Benefit Premiums Paid to CarrierUSD $445,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract number417005410027
Policy instance 1
Insurance contract or identification number417005410027
Number of Individuals Covered245
Insurance policy start date2014-04-01
Insurance policy end date2015-04-01
Total amount of commissions paid to insurance brokerUSD $33,441
Welfare Benefit Premiums Paid to CarrierUSD $334,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,441
Additional information about fees paid to insurance brokerMANAGING PRODUCER FEE
Insurance broker organization code?3
Insurance broker nameEICHLITZ DENNIS WRAY & WESTHEIMER
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number417004410027
Policy instance 1
Insurance contract or identification number417004410027
Number of Individuals Covered236
Insurance policy start date2013-04-01
Insurance policy end date2014-04-01
Welfare Benefit Premiums Paid to CarrierUSD $407,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07434
Policy instance 1
Insurance contract or identification numberADDS07434
Number of Individuals Covered213
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $146
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $146
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameEICHLITZ DENNIS WRAY & WESTHEIEMER
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07434
Policy instance 1
Insurance contract or identification numberADDS07434
Number of Individuals Covered217
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $425
Total amount of fees paid to insurance companyUSD $38
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS07434
Policy instance 1
Insurance contract or identification numberADDS07434
Number of Individuals Covered342
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $349
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,329

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