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DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE 401k Plan overview

Plan NameDENNIS ALLEN & ASSOCIATES HEALTH & WELFARE
Plan identification number 501

DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

DENNIS ALLEN ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:DENNIS ALLEN ASSOCIATES
Employer identification number (EIN):770101316
NAIC Classification:236110

Additional information about DENNIS ALLEN ASSOCIATES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1357431

More information about DENNIS ALLEN ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-09-01LINDSAY HELMICK2020-02-18
5012017-09-01

Plan Statistics for DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE

401k plan membership statisitcs for DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE

Measure Date Value
2018: DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE 2018 401k membership
Total participants, beginning-of-year2018-09-01105
Total number of active participants reported on line 7a of the Form 55002018-09-0183
Number of retired or separated participants receiving benefits2018-09-013
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-0186
Number of employers contributing to the scheme2018-09-010
2017: DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE 2017 401k membership
Total participants, beginning-of-year2017-09-01110
Total number of active participants reported on line 7a of the Form 55002017-09-01110
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01110
Number of employers contributing to the scheme2017-09-010

Form 5500 Responses for DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE

2018: DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – General assets of the sponsorYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – General assets of the sponsorYes
2017: DENNIS ALLEN & ASSOCIATES HEALTH & WELFARE 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01First time form 5500 has been submittedYes
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – General assets of the sponsorYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number623275
Policy instance 1
Insurance contract or identification number623275
Number of Individuals Covered52
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $2,223
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,223
Amount paid for insurance broker fees0
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK606757
Policy instance 2
Insurance contract or identification numberSOK606757
Number of Individuals Covered83
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $705
Total amount of fees paid to insurance companyUSD $172
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $705
Amount paid for insurance broker fees172
Additional information about fees paid to insurance brokerSALES & SERVICE OVERRIDE, SALES & SERVICE OVERRIDE
Insurance broker organization code?3
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277390
Policy instance 1
Insurance contract or identification number277390
Number of Individuals Covered119
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $1,065
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberACA2163401
Policy instance 2
Insurance contract or identification numberACA2163401
Number of Individuals Covered71
Insurance policy start date2017-09-01
Insurance policy end date2018-08-30
Total amount of commissions paid to insurance brokerUSD $2,944
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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