401k Plan data: UTAH GASTROENTEROLOGY, PC WRAP PLAN plan

UTAH GASTROENTEROLOGY, PC WRAP PLAN 401k Plan overview

Plan Name	UTAH GASTROENTEROLOGY, PC WRAP PLAN
Plan identification number	502

UTAH GASTROENTEROLOGY, PC WRAP PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

UTAH GASTROENTEROLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: UTAH GASTROENTEROLOGY, P.C.

Employer identification number (EIN): 870543318

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTAH GASTROENTEROLOGY, PC WRAP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2020-08-01 CHRISTINE MORRIS-GABRENAS 2021-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2020-08-01	CHRISTINE MORRIS-GABRENAS	2021-06-21

Plan Statistics for UTAH GASTROENTEROLOGY, PC WRAP PLAN

401k plan membership statisitcs for UTAH GASTROENTEROLOGY, PC WRAP PLAN

Measure Date Value
2020: UTAH GASTROENTEROLOGY, PC WRAP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 103
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 101
Number of retired or separated participants receiving benefits 2020-08-01 0
Number of other retired or separated participants entitled to future benefits 2020-08-01 0
Total of all active and inactive participants 2020-08-01 101
Number of employers contributing to the scheme 2020-08-01 0

Measure	Date	Value
2020: UTAH GASTROENTEROLOGY, PC WRAP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	103
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	101
Number of retired or separated participants receiving benefits	2020-08-01	0
Number of other retired or separated participants entitled to future benefits	2020-08-01	0
Total of all active and inactive participants	2020-08-01	101
Number of employers contributing to the scheme	2020-08-01	0

Form 5500 Responses for UTAH GASTROENTEROLOGY, PC WRAP PLAN

2020: UTAH GASTROENTEROLOGY, PC WRAP PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	First time form 5500 has been submitted	Yes
2020-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-08-01	Plan funding arrangement – Insurance	Yes
2020-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-08-01	Plan benefit arrangement – Insurance	Yes
2020-08-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

224190

Policy instance

Insurance contract or identification number	224190
Number of Individuals Covered	102
Insurance policy start date	2020-08-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,096
Total amount of fees paid to insurance company	USD $75
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $52,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,096
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	ADMINISTRATIVE FEE

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )

Policy contract number

14021814

Policy instance

Insurance contract or identification number	14021814
Number of Individuals Covered	69
Insurance policy start date	2020-08-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,605
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Welfare Benefit Premiums Paid to Carrier	USD $22,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $1,605
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )

Policy contract number

22323

Policy instance

Insurance contract or identification number	22323
Number of Individuals Covered	75
Insurance policy start date	2020-08-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,497
Total amount of fees paid to insurance company	USD $115
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	HOSPITAL,ACCIDENT
Welfare Benefit Premiums Paid to Carrier	USD $9,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,497
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SUPPLEMENTAL COMPENSATION

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UTAH GASTROENTEROLOGY, P.C.
Employer identification number (EIN):	870543318
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)