VITA HEALTH FUND, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: VITA HEALTH FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 1,003 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 967 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 2 |
| Total of all active and inactive participants | 2022-06-01 | 969 |
| 2021: VITA HEALTH FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 843 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 1,001 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 2 |
| Total of all active and inactive participants | 2021-06-01 | 1,003 |
| 2020: VITA HEALTH FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 967 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 842 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 1 |
| Total of all active and inactive participants | 2020-06-01 | 843 |
| 2019: VITA HEALTH FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 590 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 963 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 4 |
| Total of all active and inactive participants | 2019-06-01 | 967 |
| 2018: VITA HEALTH FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 588 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 2 |
| Total of all active and inactive participants | 2018-06-01 | 590 |
| 2022: VITA HEALTH FUND 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: VITA HEALTH FUND 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: VITA HEALTH FUND 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: VITA HEALTH FUND 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: VITA HEALTH FUND 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | First time form 5500 has been submitted | Yes |
| 2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 912463 |
| Policy instance | 1 |
| Insurance contract or identification number | 912463 | | Number of Individuals Covered | 967 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $37,461 | | Welfare Benefit Premiums Paid to Carrier | USD $1,166,637 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 37461 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 912463 |
| Policy instance | 1 |
| Insurance contract or identification number | 912463 | | Number of Individuals Covered | 1003 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $45,000 | | Welfare Benefit Premiums Paid to Carrier | USD $1,071,915 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 45000 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 912463 |
| Policy instance | 1 |
| Insurance contract or identification number | 912463 | | Number of Individuals Covered | 843 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27,367 | | Welfare Benefit Premiums Paid to Carrier | USD $1,645,469 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27367 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 912463 |
| Policy instance | 1 |
| Insurance contract or identification number | 912463 | | Number of Individuals Covered | 967 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $56,713 | | Welfare Benefit Premiums Paid to Carrier | USD $1,114,246 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 56713 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 912463 |
| Policy instance | 1 |
| Insurance contract or identification number | 912463 | | Number of Individuals Covered | 590 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $11,930 | | Welfare Benefit Premiums Paid to Carrier | USD $765,326 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 11930 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
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