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Plan Name | FAYEZ SAROFIM & CO MEDICAL PLAN |
Plan identification number | 502 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | FAYEZ SAROFIM & CO |
Employer identification number (EIN): | 741312679 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
502 | 2017-03-01 | DANIEL S CRUMRINE | |||
502 | 2016-03-01 | JOHN M RATCLIFF, VICE PRESIDENT | |||
502 | 2015-03-01 | JOHN M RATCLIFF, VICE PRESIDENT | JOHN M RATCLIFF, VICE PRESIDENT | 2016-08-18 | |
502 | 2014-03-01 | JOHN M RATCLIFF, VICE PRESIDENT | JOHN M RATCLIFF, VICE PRESIDENT | 2015-08-13 | |
502 | 2013-03-01 | JOHN M RATCLIFF, VICE PRESIDENT | JOHN M RATCLIFF, VICE PRESIDENT | 2014-08-13 | |
502 | 2012-03-01 | JOHN M RATCLIFF, VICE PRESIDENT | JOHN M RATCLIFF, VICE PRESIDENT | 2013-08-14 | |
502 | 2011-03-01 | JOHN M RATCLIFF, VICE PRESIDENT | JOHN M RATCLIFF, VICE PRESIDENT | 2012-08-14 | |
502 | 2009-03-01 | JOHN M RATCLIFF, VICE PRESIDENT | JOHN M RATCLIFF, VICE PRESIDENT | 2010-07-31 |
Measure | Date | Value |
---|---|---|
2017: FAYEZ SAROFIM & CO MEDICAL PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-03-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 0 |
Total of all active and inactive participants | 2017-03-01 | 0 |
2016: FAYEZ SAROFIM & CO MEDICAL PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-03-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 109 |
Number of retired or separated participants receiving benefits | 2016-03-01 | 34 |
Total of all active and inactive participants | 2016-03-01 | 143 |
Total participants | 2016-03-01 | 143 |
2015: FAYEZ SAROFIM & CO MEDICAL PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-03-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 144 |
Total of all active and inactive participants | 2015-03-01 | 144 |
Total participants | 2015-03-01 | 144 |
2014: FAYEZ SAROFIM & CO MEDICAL PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-03-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 146 |
Total of all active and inactive participants | 2014-03-01 | 146 |
Total participants | 2014-03-01 | 146 |
2013: FAYEZ SAROFIM & CO MEDICAL PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-03-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 148 |
Total of all active and inactive participants | 2013-03-01 | 148 |
Total participants | 2013-03-01 | 148 |
2012: FAYEZ SAROFIM & CO MEDICAL PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-03-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 148 |
Total of all active and inactive participants | 2012-03-01 | 148 |
Total participants | 2012-03-01 | 148 |
2011: FAYEZ SAROFIM & CO MEDICAL PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-03-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 157 |
Total of all active and inactive participants | 2011-03-01 | 157 |
Total participants | 2011-03-01 | 157 |
2009: FAYEZ SAROFIM & CO MEDICAL PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-03-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 136 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 24 |
Total of all active and inactive participants | 2009-03-01 | 160 |
Total participants | 2009-03-01 | 160 |
2017: FAYEZ SAROFIM & CO MEDICAL PLAN 2017 form 5500 responses | ||
---|---|---|
2017-03-01 | Type of plan entity | Single employer plan |
2017-03-01 | Submission has been amended | No |
2017-03-01 | This submission is the final filing | Yes |
2017-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-03-01 | Plan is a collectively bargained plan | No |
2017-03-01 | Plan funding arrangement – Insurance | Yes |
2017-03-01 | Plan benefit arrangement – Insurance | Yes |
2016: FAYEZ SAROFIM & CO MEDICAL PLAN 2016 form 5500 responses | ||
2016-03-01 | Type of plan entity | Single employer plan |
2016-03-01 | Plan funding arrangement – Insurance | Yes |
2016-03-01 | Plan benefit arrangement – Insurance | Yes |
2015: FAYEZ SAROFIM & CO MEDICAL PLAN 2015 form 5500 responses | ||
2015-03-01 | Type of plan entity | Single employer plan |
2015-03-01 | Plan funding arrangement – Insurance | Yes |
2015-03-01 | Plan benefit arrangement – Insurance | Yes |
2014: FAYEZ SAROFIM & CO MEDICAL PLAN 2014 form 5500 responses | ||
2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Plan funding arrangement – Insurance | Yes |
2014-03-01 | Plan benefit arrangement – Insurance | Yes |
2013: FAYEZ SAROFIM & CO MEDICAL PLAN 2013 form 5500 responses | ||
2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Plan funding arrangement – Insurance | Yes |
2013-03-01 | Plan benefit arrangement – Insurance | Yes |
2012: FAYEZ SAROFIM & CO MEDICAL PLAN 2012 form 5500 responses | ||
2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Plan funding arrangement – Insurance | Yes |
2012-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-03-01 | Plan benefit arrangement – Insurance | Yes |
2012-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: FAYEZ SAROFIM & CO MEDICAL PLAN 2011 form 5500 responses | ||
2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Submission has been amended | Yes |
2011-03-01 | Plan funding arrangement – Insurance | Yes |
2011-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-03-01 | Plan benefit arrangement – Insurance | Yes |
2011-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: FAYEZ SAROFIM & CO MEDICAL PLAN 2009 form 5500 responses | ||
2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Plan funding arrangement – Insurance | Yes |
2009-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-03-01 | Plan benefit arrangement – Insurance | Yes |
2009-03-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 00247811 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 743497 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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