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KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameKEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN
Plan identification number 501

KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE 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)

401k Sponsoring company profile

KEMPER & LEILA WILLIAMS FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEMPER & LEILA WILLIAMS FOUNDATION, INC.
Employer identification number (EIN):237336090
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01MICHAEL COHN2024-07-24

Plan Statistics for KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN

401k plan membership statisitcs for KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN

Measure Date Value
2023: KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01135
Total number of active participants reported on line 7a of the Form 55002023-01-01138
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01142
Number of employers contributing to the scheme2023-01-010

Form 5500 Responses for KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN

2023: KEMPER AND LEILA WILLIAMS FOUNDATION GROUP HEALTH AND WELFARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10272636
Policy instance 1
Insurance contract or identification number10272636
Number of Individuals Covered138
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6,108
Total amount of fees paid to insurance companyUSD $570
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $30,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10272637
Policy instance 2
Insurance contract or identification number10272637
Number of Individuals Covered138
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,248
Total amount of fees paid to insurance companyUSD $396
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number462097
Policy instance 3
Insurance contract or identification number462097
Number of Individuals Covered227
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $74,625
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 $1,348,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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