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SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN 401k Plan overview

Plan NameSOMERSET INVESTMENTS HEALTH AND DENTAL PLAN
Plan identification number 503

SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

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

Company Name:SOMERSET INVESTMENTS, INC.
Employer identification number (EIN):753091379
NAIC Classification:451211
NAIC Description:Book Stores

Additional information about SOMERSET INVESTMENTS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2002-12-16
Company Identification Number: 11905692

More information about SOMERSET INVESTMENTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032015-11-01DIEGO LUGLI
5032014-11-01RUSSELL R BOEDEKER

Plan Statistics for SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN

401k plan membership statisitcs for SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN

Measure Date Value
2015: SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01166
Total number of active participants reported on line 7a of the Form 55002015-11-01153
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-01153
2014: SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01100
Total number of active participants reported on line 7a of the Form 55002014-11-01166
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-01166

Form 5500 Responses for SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN

2015: SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – General assets of the sponsorYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – General assets of the sponsorYes
2014: SOMERSET INVESTMENTS HEALTH AND DENTAL PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01First time form 5500 has been submittedYes
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number16626
Policy instance 1
Insurance contract or identification number16626
Number of Individuals Covered166
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $13,586
Total amount of fees paid to insurance companyUSD $535
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 BenefitYes
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 $716,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,301
Amount paid for insurance broker fees535
Insurance broker organization code?3
Insurance broker nameUSI NORTHWEST

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