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MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN 401k Plan overview

Plan NameMORNINGSIDE HEALTH & WELFARE BENEFIT PLAN
Plan identification number 501

MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

MORNINGSIDE has sponsored the creation of one or more 401k plans.

Company Name:MORNINGSIDE
Employer identification number (EIN):910757099
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about MORNINGSIDE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1963-06-11
Company Identification Number: 342010568
Legal Registered Office Address: 809 LEGION WAY SE

OLYMPIA
United States of America (USA)
985011518

More information about MORNINGSIDE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01WHITLEY BUTLER2023-11-02
5012020-01-01
5012020-01-01

Plan Statistics for MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN

401k plan membership statisitcs for MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN

Measure Date Value
2022: MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01114
Total number of active participants reported on line 7a of the Form 55002022-04-01109
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-01109
Number of employers contributing to the scheme2022-04-010
2020: MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0167
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Form 5500 Responses for MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN

2022: MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2020: MORNINGSIDE HEALTH & WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number34438
Policy instance 1
Insurance contract or identification number34438
Number of Individuals Covered109
Insurance policy start date2022-04-01
Insurance policy end date2023-03-30
Total amount of commissions paid to insurance brokerUSD $14,879
Total amount of fees paid to insurance companyUSD $3,337
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, HOSPITAL
Welfare Benefit Premiums Paid to CarrierUSD $101,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,806
Amount paid for insurance broker fees3337
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA844
Policy instance 2
Insurance contract or identification numberWA844
Number of Individuals Covered30
Insurance policy start date2022-04-01
Insurance policy end date2023-03-30
Total amount of commissions paid to insurance brokerUSD $1,350
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $1,350
Amount paid for insurance broker fees0
Insurance broker organization code?3
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number2389200
Policy instance 3
Insurance contract or identification number2389200
Number of Individuals Covered83
Insurance policy start date2022-04-01
Insurance policy end date2023-03-30
Total amount of commissions paid to insurance brokerUSD $45,399
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $945,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,399
Amount paid for insurance broker fees0
Insurance broker organization code?3
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number6349700
Policy instance 1
Insurance contract or identification number6349700
Number of Individuals Covered65
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $25,926
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,926
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerMEDICAL INSURANCE
Insurance broker organization code?3

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