401k Plan data: SAGE HEALTH CARE PLLC 401(K) PROFIT SHARING PLAN plan

SAGE HEALTH CARE PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAGE HEALTH CARE PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SAGE HEALTH CARE PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='820471268' AND PlanID='001'

401k Sponsoring company profile

SAGE HEALTH CARE PLLC has sponsored the creation of one or more 401k plans.

Company Name: SAGE HEALTH CARE PLLC

Employer identification number (EIN): 820471268

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAGE HEALTH CARE PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ROBERTO A NEGRON MD
001 2023-01-01
001 2023-01-01 ROBERTO A NEGRON MD
001 2022-01-01
001 2022-01-01 ROBERTO A NEGRON MD
001 2021-01-01
001 2021-01-01 CHARLES C NOVAK MD
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHARLES C NOVAK MD
001 2017-01-01 CHARLES C NOVAK MD
001 2016-01-01 CHARLES C NOVAK MD
001 2015-01-01 CHARLES C NOVAK MD
001 2014-01-01
001 2013-01-01
001 2012-01-01 DAVID A. KENT
001 2011-01-01 DAVID A. KENT
001 2009-01-01 DAVID A. KENT
001 2009-01-01 DAVID A. KENT
SELECT Description,401k_plan_data.* , ValueType,YEAR(Date) AS Year FROM 401k_plan_data_820471268 AS 401k_plan_data LEFT JOIN 401k_plan_data_naming ON 401k_plan_data_naming.FieldName= 401k_plan_data.FieldName WHERE EIN='820471268' AND PlanID='001' AND (DataType='SCHED_R_PART1' OR DataType='F_SCH_H') AND Description IS NOT NULL ORDER BY Date DESC , 401k_plan_data.FieldName DESC

Insurance Providers Used on plan

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

Insurance contract or identification number	2209892
Number of Individuals Covered	1
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

Insurance contract or identification number	2209892
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209888

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209888

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209888

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

5003469

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209888

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

2052391750

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

5003469

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209888

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

2052391750

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

2052391750

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209888

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

5003469

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

5003469

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209888

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

2052391750

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

5003469

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209892

Policy instance

BENEFICIAL LIFE INS. CO. (National Association of Insurance Commissioners NAIC id number: 61395 )

Policy contract number

2209888

Policy instance

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

2052391750

Policy instance

Potentially related plans

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Company Name:	SAGE HEALTH CARE PLLC
Employer identification number (EIN):	820471268
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	ROBERTO A NEGRON MD
001	2023-01-01
001	2023-01-01	ROBERTO A NEGRON MD
001	2022-01-01
001	2022-01-01	ROBERTO A NEGRON MD
001	2021-01-01
001	2021-01-01	CHARLES C NOVAK MD
001	2020-01-01
001	2019-01-01
001	2018-01-01	CHARLES C NOVAK MD
001	2017-01-01	CHARLES C NOVAK MD
001	2016-01-01	CHARLES C NOVAK MD
001	2015-01-01	CHARLES C NOVAK MD
001	2014-01-01
001	2013-01-01
001	2012-01-01	DAVID A. KENT
001	2011-01-01	DAVID A. KENT
001	2009-01-01	DAVID A. KENT
001	2009-01-01	DAVID A. KENT