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401k Plan overview

Plan NameCENTRAL COAST PEDIATRIC DENTAL GROUP LIFE/AD&D PLAN
Plan identification number 502

CENTRAL COAST PEDIATRIC DENTAL GROUP LIFE/AD&D PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    SANGER, STEWARD & CHAING has sponsored the creation of one or more 401k plans.

    Company Name:SANGER, STEWARD & CHAING
    Employer identification number (EIN):770204484
    NAIC Classification:621210
    NAIC Description:Offices of Dentists

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan CENTRAL COAST PEDIATRIC DENTAL GROUP LIFE/AD&D PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    5022015-02-01KATHLEEN DIAZ
    5022014-02-01KATHLEEN DIAZ
    5022013-02-01KATHLEEN DIAZ
    5022012-02-01KATHLEEN DIAZ

    Plan Statistics for CENTRAL COAST PEDIATRIC DENTAL GROUP LIFE/AD&D PLAN

    401k plan membership statisitcs for CENTRAL COAST PEDIATRIC DENTAL GROUP LIFE/AD&D PLAN

    Measure Date Value
    2015
    Total participants, beginning-of-year2015-02-01105
    Total number of active participants reported on line 7a of the Form 55002015-02-010
    Number of retired or separated participants receiving benefits2015-02-010
    Number of other retired or separated participants entitled to future benefits2015-02-010
    Total of all active and inactive participants2015-02-010
    2014
    Total participants, beginning-of-year2014-02-01116
    Total number of active participants reported on line 7a of the Form 55002014-02-01105
    Number of retired or separated participants receiving benefits2014-02-010
    Number of other retired or separated participants entitled to future benefits2014-02-010
    Total of all active and inactive participants2014-02-01105
    2013
    Total participants, beginning-of-year2013-02-01111
    Total number of active participants reported on line 7a of the Form 55002013-02-01116
    Number of retired or separated participants receiving benefits2013-02-010
    Number of other retired or separated participants entitled to future benefits2013-02-010
    Total of all active and inactive participants2013-02-01116
    2012
    Total participants, beginning-of-year2012-02-01100
    Total number of active participants reported on line 7a of the Form 55002012-02-01111
    Number of retired or separated participants receiving benefits2012-02-010
    Number of other retired or separated participants entitled to future benefits2012-02-010
    Total of all active and inactive participants2012-02-01111

    Form 5500 Responses

    2015
    2015-02-01Type of plan entitySingle employer plan
    2015-02-01Submission has been amendedNo
    2015-02-01This submission is the final filingYes
    2015-02-01This return/report is a short plan year return/report (less than 12 months)Yes
    2015-02-01Plan is a collectively bargained planNo
    2015-02-01Plan funding arrangement – InsuranceYes
    2015-02-01Plan benefit arrangement – InsuranceYes
    2014
    2014-02-01Type of plan entitySingle employer plan
    2014-02-01Submission has been amendedNo
    2014-02-01This submission is the final filingNo
    2014-02-01This return/report is a short plan year return/report (less than 12 months)No
    2014-02-01Plan is a collectively bargained planNo
    2014-02-01Plan funding arrangement – InsuranceYes
    2014-02-01Plan benefit arrangement – InsuranceYes
    2013
    2013-02-01Type of plan entitySingle employer plan
    2013-02-01Submission has been amendedNo
    2013-02-01This submission is the final filingNo
    2013-02-01This return/report is a short plan year return/report (less than 12 months)No
    2013-02-01Plan is a collectively bargained planNo
    2013-02-01Plan funding arrangement – InsuranceYes
    2013-02-01Plan benefit arrangement – InsuranceYes
    2012
    2012-02-01Type of plan entitySingle employer plan
    2012-02-01First time form 5500 has been submittedYes
    2012-02-01Submission has been amendedNo
    2012-02-01This submission is the final filingNo
    2012-02-01This return/report is a short plan year return/report (less than 12 months)No
    2012-02-01Plan is a collectively bargained planNo
    2012-02-01Plan funding arrangement – InsuranceYes
    2012-02-01Plan benefit arrangement – InsuranceYes

    Insurance Providers Used on plan

    ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
    Policy contract number277115
    Policy instance 1
    Insurance contract or identification number277115
    Number of Individuals Covered105
    Insurance policy start date2015-02-01
    Insurance policy end date2015-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    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 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
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    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 number277115
    Policy instance 1
    Insurance contract or identification number277115
    Number of Individuals Covered105
    Insurance policy start date2014-02-01
    Insurance policy end date2015-01-31
    Total amount of commissions paid to insurance brokerUSD $430
    Total amount of fees paid to insurance companyUSD $0
    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 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
    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 $4,259
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $430
    Insurance broker organization code?3
    Insurance broker nameLEAVITT GROUP
    ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
    Policy contract number277115
    Policy instance 1
    Insurance contract or identification number277115
    Number of Individuals Covered116
    Insurance policy start date2013-02-01
    Insurance policy end date2014-01-31
    Total amount of commissions paid to insurance brokerUSD $433
    Total amount of fees paid to insurance companyUSD $0
    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 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
    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 $4,349
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $433
    Insurance broker organization code?3
    Insurance broker nameLEAVITT GROUP
    ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
    Policy contract number277115
    Policy instance 1
    Insurance contract or identification number277115
    Number of Individuals Covered111
    Insurance policy start date2012-02-01
    Insurance policy end date2013-01-31
    Total amount of commissions paid to insurance brokerUSD $403
    Total amount of fees paid to insurance companyUSD $0
    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 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
    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 $4,397
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $403
    Insurance broker organization code?3
    Insurance broker nameLEAVITT GROUP

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