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| Plan Name | UNIFIED RESIDENTIAL MANAGEMENT WRAP PLAN |
| Plan identification number | 502 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | UNIFIED RESIDENTIAL MANAGEMENT, LLC |
| Employer identification number (EIN): | 842441320 |
| NAIC Classification: | 531310 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 502 | 2022-06-01 | DAVID ROTHSTEIN | 2023-08-18 | ||
| 502 | 2021-06-01 | DAVID ROTHSTEIN | 2022-10-26 |
| Measure | Date | Value |
|---|---|---|
| 2022: UNIFIED RESIDENTIAL MANAGEMENT WRAP PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-06-01 | 124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 133 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
| Total of all active and inactive participants | 2022-06-01 | 133 |
| Number of employers contributing to the scheme | 2022-06-01 | 0 |
| 2021: UNIFIED RESIDENTIAL MANAGEMENT WRAP PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-06-01 | 126 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 113 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 57 |
| Total of all active and inactive participants | 2021-06-01 | 170 |
| Number of employers contributing to the scheme | 2021-06-01 | 0 |
| 2022: UNIFIED RESIDENTIAL MANAGEMENT WRAP PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: UNIFIED RESIDENTIAL MANAGEMENT WRAP PLAN 2021 form 5500 responses | ||
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | First time form 5500 has been submitted | Yes |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 344500 ET AL | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | VF027371 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||
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| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 309164 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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