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SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 401k Plan overview

Plan NameSALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN
Plan identification number 503

SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover

401k Sponsoring company profile

SALTZER MEDICAL GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name:SALTZER MEDICAL GROUP, P.A.
Employer identification number (EIN):820299231
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032012-10-01CINDY HODGES CINDY HODGES2014-06-23
5032011-10-01CINDY HODGES CINDY HODGES2013-07-12
5032010-10-01CINDY HODGES CINDY HODGES2012-06-27
5032009-10-01CINDY HODGES NANCY POWELL2011-07-11
5032008-10-01

Plan Statistics for SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN

401k plan membership statisitcs for SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN

Measure Date Value
2012: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01361
Total number of active participants reported on line 7a of the Form 55002012-10-0141
Total of all active and inactive participants2012-10-0141
2011: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01310
Total number of active participants reported on line 7a of the Form 55002011-10-01361
Total of all active and inactive participants2011-10-01361
2010: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01310
Total number of active participants reported on line 7a of the Form 55002010-10-01310
Total of all active and inactive participants2010-10-01310
2009: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01311
Total number of active participants reported on line 7a of the Form 55002009-10-01310
Total of all active and inactive participants2009-10-01310

Form 5500 Responses for SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN

2012: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: SALTZER MEDICAL GROUP, P.A. LIFE & DISABILITY PLAN 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

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number94049
Policy instance 1
Insurance contract or identification number94049
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,482
Total amount of fees paid to insurance companyUSD $165
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $136,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,482
Insurance broker organization code?3
Amount paid for insurance broker fees165
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker nameMEDICAL GROUP INS SERVICES
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number94049
Policy instance 1
Insurance contract or identification number94049
Number of Individuals Covered316
Insurance policy start date2011-03-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,656
Total amount of fees paid to insurance companyUSD $150
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,731
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number68146
Policy instance 1
Insurance contract or identification number68146
Number of Individuals Covered310
Insurance policy start date2010-03-01
Insurance policy end date2011-03-01
Total amount of commissions paid to insurance brokerUSD $8,255
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number68147
Policy instance 2
Insurance contract or identification number68147
Number of Individuals Covered97
Insurance policy start date2010-03-01
Insurance policy end date2011-03-01
Total amount of commissions paid to insurance brokerUSD $4,130
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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