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GENERATIONS, L.L.C. 401k Plan overview

Plan NameGENERATIONS, L.L.C.
Plan identification number 745

GENERATIONS, L.L.C. Benefits

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

401k Sponsoring company profile

GENERATIONS, LLC has sponsored the creation of one or more 401k plans.

Company Name:GENERATIONS, LLC
Employer identification number (EIN):931140342
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERATIONS, L.L.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
7452021-11-01KRISTIN WALKER2023-07-14
7452020-11-01AMBER AUTRY2022-08-11
7452019-11-01AMBER AUTRY2021-05-07
7452018-11-01AMBER AUTRY2020-10-08
7452018-11-01AMBER AUTRY2021-03-11
7452017-11-01AMBER AUTRY2020-10-12
7452016-11-01RUTH KOBEL RUTH KOBEL2018-07-30
7452015-11-01RUTH KOBEL RUTH KOBEL2018-07-30
7452015-03-01AMBER AUTRY2020-10-12
7452014-03-01AMBER AUTRY2020-10-12
7452013-03-01AMBER AUTRY2020-10-12
7452012-03-01RUTH KOBEL
7452011-03-01RUTH KOBEL

Plan Statistics for GENERATIONS, L.L.C.

401k plan membership statisitcs for GENERATIONS, L.L.C.

Measure Date Value
2021: GENERATIONS, L.L.C. 2021 401k membership
Total participants, beginning-of-year2021-11-01300
Total number of active participants reported on line 7a of the Form 55002021-11-01287
Number of retired or separated participants receiving benefits2021-11-010
Number of other retired or separated participants entitled to future benefits2021-11-010
Total of all active and inactive participants2021-11-01287
Number of employers contributing to the scheme2021-11-010
2020: GENERATIONS, L.L.C. 2020 401k membership
Total participants, beginning-of-year2020-11-01266
Total number of active participants reported on line 7a of the Form 55002020-11-01261
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-010
Total of all active and inactive participants2020-11-01261
Number of employers contributing to the scheme2020-11-010
2019: GENERATIONS, L.L.C. 2019 401k membership
Total participants, beginning-of-year2019-11-0199
Total number of active participants reported on line 7a of the Form 55002019-11-01266
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-01266
Number of employers contributing to the scheme2019-11-010
2018: GENERATIONS, L.L.C. 2018 401k membership
Total participants, beginning-of-year2018-11-01187
Total number of active participants reported on line 7a of the Form 55002018-11-0188
Number of retired or separated participants receiving benefits2018-11-014
Number of other retired or separated participants entitled to future benefits2018-11-010
Total of all active and inactive participants2018-11-0192
Number of employers contributing to the scheme2018-11-010
2017: GENERATIONS, L.L.C. 2017 401k membership
Total participants, beginning-of-year2017-11-01162
Total number of active participants reported on line 7a of the Form 55002017-11-01120
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-01120
Number of employers contributing to the scheme2017-11-013
2016: GENERATIONS, L.L.C. 2016 401k membership
Total participants, beginning-of-year2016-11-01168
Total number of active participants reported on line 7a of the Form 55002016-11-01161
Number of retired or separated participants receiving benefits2016-11-011
Total of all active and inactive participants2016-11-01162
Total participants2016-11-01162
Number of employers contributing to the scheme2016-11-013
2015: GENERATIONS, L.L.C. 2015 401k membership
Total participants, beginning-of-year2015-11-01160
Total number of active participants reported on line 7a of the Form 55002015-11-01167
Number of retired or separated participants receiving benefits2015-11-011
Total of all active and inactive participants2015-11-01168
Total participants2015-11-01168
Number of employers contributing to the scheme2015-11-013
Total participants, beginning-of-year2015-03-01169
Total number of active participants reported on line 7a of the Form 55002015-03-01166
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-01166
Number of employers contributing to the scheme2015-03-013
2014: GENERATIONS, L.L.C. 2014 401k membership
Total participants, beginning-of-year2014-03-01170
Total number of active participants reported on line 7a of the Form 55002014-03-01153
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-01153
Number of employers contributing to the scheme2014-03-013
2013: GENERATIONS, L.L.C. 2013 401k membership
Total participants, beginning-of-year2013-03-01162
Total number of active participants reported on line 7a of the Form 55002013-03-01170
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-01170
Number of employers contributing to the scheme2013-03-013
2012: GENERATIONS, L.L.C. 2012 401k membership
Total participants, beginning-of-year2012-03-01127
Total number of active participants reported on line 7a of the Form 55002012-03-01162
Total of all active and inactive participants2012-03-01162
Total participants2012-03-01162
Number of employers contributing to the scheme2012-03-013
2011: GENERATIONS, L.L.C. 2011 401k membership
Total participants, beginning-of-year2011-03-01127
Total number of active participants reported on line 7a of the Form 55002011-03-01127
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-01127
Number of participants with account balances2011-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
Number of employers contributing to the scheme2011-03-013

Form 5500 Responses for GENERATIONS, L.L.C.

2021: GENERATIONS, L.L.C. 2021 form 5500 responses
2021-11-01Type of plan entityMulitple employer plan
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan benefit arrangement – InsuranceYes
2020: GENERATIONS, L.L.C. 2020 form 5500 responses
2020-11-01Type of plan entityMulti-employer plan
2020-11-01Plan is a collectively bargained planYes
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – InsuranceYes
2019: GENERATIONS, L.L.C. 2019 form 5500 responses
2019-11-01Type of plan entityMulti-employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – InsuranceYes
2018: GENERATIONS, L.L.C. 2018 form 5500 responses
2018-11-01Type of plan entityMulti-employer plan
2018-11-01Submission has been amendedYes
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan benefit arrangement – InsuranceYes
2017: GENERATIONS, L.L.C. 2017 form 5500 responses
2017-11-01Type of plan entityMulti-employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: GENERATIONS, L.L.C. 2016 form 5500 responses
2016-11-01Type of plan entityMulti-employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes
2015: GENERATIONS, L.L.C. 2015 form 5500 responses
2015-11-01Type of plan entityMulti-employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-03-01Type of plan entityMulti-employer plan
2015-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: GENERATIONS, L.L.C. 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: GENERATIONS, L.L.C. 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: GENERATIONS, L.L.C. 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: GENERATIONS, L.L.C. 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01First time form 5500 has been submittedYes
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-046365
Policy instance 1
Insurance contract or identification number010-046365
Number of Individuals Covered616
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $10,143
Total amount of fees paid to insurance companyUSD $7,655
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $202,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,143
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-046365
Policy instance 1
Insurance contract or identification number010-046365
Number of Individuals Covered574
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $10,859
Total amount of fees paid to insurance companyUSD $7,079
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $217,164
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,859
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-046365
Policy instance 2
Insurance contract or identification number010-046365
Number of Individuals Covered589
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $6,340
Total amount of fees paid to insurance companyUSD $2,100
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $126,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,261
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerFEES
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number745
Policy instance 1
Insurance contract or identification number745
Number of Individuals Covered82
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $18,248
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $577,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,248
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010046365
Policy instance 2
Insurance contract or identification number010046365
Number of Individuals Covered266
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $4,358
Total amount of fees paid to insurance companyUSD $779
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,169
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,381
Amount paid for insurance broker fees484
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number745
Policy instance 1
Insurance contract or identification number745
Number of Individuals Covered88
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $30,032
Total amount of fees paid to insurance companyUSD $8
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $810,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,480
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number1238298
Policy instance 2
Insurance contract or identification number1238298
Number of Individuals Covered120
Insurance policy start date2018-03-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $6,803
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number745
Policy instance 1
Insurance contract or identification number745
Number of Individuals Covered208
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $40,849
Total amount of fees paid to insurance companyUSD $298
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,203,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5238660
Policy instance 2
Insurance contract or identification number5238660
Number of Individuals Covered160
Insurance policy start date2015-03-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $6,140
Total amount of fees paid to insurance companyUSD $104
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,352
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,140
Amount paid for insurance broker fees104
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number745
Policy instance 1
Insurance contract or identification number745
Number of Individuals Covered160
Insurance policy start date2015-03-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5238660
Policy instance 2
Insurance contract or identification number5238660
Number of Individuals Covered126
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $7,317
Total amount of fees paid to insurance companyUSD $76
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,317
Amount paid for insurance broker fees76
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number745
Policy instance 1
Insurance contract or identification number745
Number of Individuals Covered174
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $33,512
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $973,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,512
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5238660
Policy instance 2
Insurance contract or identification number5238660
Number of Individuals Covered112
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $5,995
Total amount of fees paid to insurance companyUSD $42
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,995
Amount paid for insurance broker fees42
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number745
Policy instance 1
Insurance contract or identification number745
Number of Individuals Covered160
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $29,311
Total amount of fees paid to insurance companyUSD $695
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $853,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,311
Amount paid for insurance broker fees695
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number745
Policy instance 1
Insurance contract or identification number745
Number of Individuals Covered162
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $34,302
Total amount of fees paid to insurance companyUSD $642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,302
Amount paid for insurance broker fees642
Additional information about fees paid to insurance brokerRETENTION BONUS
Insurance broker organization code?3
Insurance broker namePROPEL INSURANCE - PORTLAND
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number745
Policy instance 1
Insurance contract or identification number745
Number of Individuals Covered127
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $28,924
Are there contracts with allocated funds for individual policies?No
Health Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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