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WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 401k Plan overview

Plan NameWORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN
Plan identification number 505

WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN Benefits

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

401k Sponsoring company profile

WORD & BROWN INSURANCE ADMINISTRATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WORD & BROWN INSURANCE ADMINISTRATORS, INC.
Employer identification number (EIN):953161239
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052018-12-01IVONNE ROCA2020-04-08
5052017-12-01IVONNE ROCA2019-09-30
5052017-12-01IVONNE ROCA2019-09-30
5052016-12-01IVONNE ROCA2019-09-30
5052015-12-01IVONNE ROCA2019-09-30
5052014-12-01IVONNE ROCA2019-09-30

Plan Statistics for WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN

401k plan membership statisitcs for WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN

Measure Date Value
2018: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-010
Total number of active participants reported on line 7a of the Form 55002018-12-010
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-010
Total of all active and inactive participants2018-12-010
2017: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01464
Total number of active participants reported on line 7a of the Form 55002017-12-01438
Number of retired or separated participants receiving benefits2017-12-016
Number of other retired or separated participants entitled to future benefits2017-12-016
Total of all active and inactive participants2017-12-01450
2016: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01603
Total number of active participants reported on line 7a of the Form 55002016-12-01459
Number of retired or separated participants receiving benefits2016-12-015
Number of other retired or separated participants entitled to future benefits2016-12-015
Total of all active and inactive participants2016-12-01469
2015: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01591
Total number of active participants reported on line 7a of the Form 55002015-12-01588
Number of retired or separated participants receiving benefits2015-12-0115
Number of other retired or separated participants entitled to future benefits2015-12-0115
Total of all active and inactive participants2015-12-01618
2014: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01569
Total number of active participants reported on line 7a of the Form 55002014-12-01581
Number of retired or separated participants receiving benefits2014-12-0110
Number of other retired or separated participants entitled to future benefits2014-12-0110
Total of all active and inactive participants2014-12-01601

Form 5500 Responses for WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN

2018: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingYes
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – InsuranceYes
2017: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – InsuranceYes
2016: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – InsuranceYes
2015: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan benefit arrangement – InsuranceYes
2014: WORD & BROWN INSURANCE ADMINISTRATORS, INC. MEDICAL, DENTAL, VISION & CHIROPRACTIC PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01First time form 5500 has been submittedYes
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number02248
Policy instance 1
Insurance contract or identification number02248
Number of Individuals Covered444
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $428,097
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCHIROPRACTIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,505,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
CALIFORNIACHOICE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number02248
Policy instance 1
Insurance contract or identification number02248
Number of Individuals Covered591
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $671,351
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCHIROPRACTIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,568,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $671,351
Insurance broker organization code?3

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