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ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 401k Plan overview

Plan NameROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN
Plan identification number 501

ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

ROWLAND HALL, ST. MARK'S SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ROWLAND HALL, ST. MARK'S SCHOOL
Employer identification number (EIN):870212477
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01GWEN FONAROW GWEN FONAROW2018-10-15
5012016-10-01GWEN FONAROW GWEN FONAROW2017-10-13
5012015-10-01GWEN FONAROW GWEN FONAROW2017-07-14
5012014-10-01GWEN FONAROW GWEN FONAROW2016-07-15
5012013-10-01GWEN FONAROW GWEN FONAROW2015-07-15
5012012-10-01KEVIN HANSON KEVIN HANSON2014-07-09
5012011-10-01KEVIN HANSON KEVIN HANSON2013-07-15
5012009-10-01KEVIN HANSON KEVIN HANSON2011-07-14
5012009-10-01KEVIN HANSON KEVIN HANSON2011-07-14
5012009-10-01KEVIN HANSON KEVIN HANSON2011-07-14
5012008-10-01

Plan Statistics for ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN

401k plan membership statisitcs for ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN

Measure Date Value
2022: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01280
Total of all active and inactive participants2022-01-01280
Total participants2022-01-01280
2021: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01271
Total number of active participants reported on line 7a of the Form 55002021-01-01268
Total of all active and inactive participants2021-01-01268
Total participants2021-01-01268
2020: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01281
Total number of active participants reported on line 7a of the Form 55002020-01-01271
Total of all active and inactive participants2020-01-01271
Total participants2020-01-01271
2019: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01268
Total number of active participants reported on line 7a of the Form 55002019-01-01281
Total of all active and inactive participants2019-01-01281
Total participants2019-01-01281
2018: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-01268
Total of all active and inactive participants2018-01-01268
Total participants2018-01-01268
2017: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01239
Total number of active participants reported on line 7a of the Form 55002017-01-01245
Total of all active and inactive participants2017-01-01245
Total participants2017-01-01245
2016: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01256
Total number of active participants reported on line 7a of the Form 55002016-10-01239
Total of all active and inactive participants2016-10-01239
Total participants2016-10-01239
2015: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01230
Total number of active participants reported on line 7a of the Form 55002015-10-01256
Total of all active and inactive participants2015-10-01256
Total participants2015-10-01256
2014: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01236
Total number of active participants reported on line 7a of the Form 55002014-10-01229
Total of all active and inactive participants2014-10-01229
Total participants2014-10-01229
2013: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01247
Total number of active participants reported on line 7a of the Form 55002013-10-01245
Total of all active and inactive participants2013-10-01245
Total participants2013-10-01245
2012: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01264
Total number of active participants reported on line 7a of the Form 55002012-10-01247
Total of all active and inactive participants2012-10-01247
Total participants2012-10-01247
2011: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01279
Total number of active participants reported on line 7a of the Form 55002011-10-01264
Total of all active and inactive participants2011-10-01264
2009: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01272
Total number of active participants reported on line 7a of the Form 55002009-10-01282
Total of all active and inactive participants2009-10-01282

Form 5500 Responses for ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN

2022: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL 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: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL 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
2009: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: ROWLAND HALL ST MARKS SCHOOL HEALTH & DENTAL 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

REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $32,687
Total amount of fees paid to insurance companyUSD $3,930
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,625,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,687
Amount paid for insurance broker fees3930
Insurance broker organization code?3
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered268
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $31,191
Total amount of fees paid to insurance companyUSD $2,406
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,489,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,191
Amount paid for insurance broker fees2406
Insurance broker organization code?3
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered271
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $32,259
Total amount of fees paid to insurance companyUSD $3,206
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,520,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,259
Amount paid for insurance broker fees3206
Insurance broker organization code?3
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered281
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $32,196
Total amount of fees paid to insurance companyUSD $2,550
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,481,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,196
Amount paid for insurance broker fees2550
Insurance broker organization code?3
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered268
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $29,976
Total amount of fees paid to insurance companyUSD $1,708
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,324,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,976
Amount paid for insurance broker fees1708
Insurance broker organization code?3
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered245
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $29,265
Total amount of fees paid to insurance companyUSD $1,812
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,253,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,265
Amount paid for insurance broker fees1812
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameHUB INT'L INS SERVICES INC - UT
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered229
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $25,268
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,306,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,268
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameHUB INT'L INS SERVICES INC - UT
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered245
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $49,797
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,274,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,797
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL OF UTAH LTD
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered247
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $25,010
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,223,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,010
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL OF UTAH LTD
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered264
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $29,849
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,063,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF UTAH (National Association of Insurance Commissioners NAIC id number: 54550 )
Policy contract number60018512
Policy instance 1
Insurance contract or identification number60018512
Number of Individuals Covered279
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $42,944
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,203,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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