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EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMPLOYERS HEALTH COALITION, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYERS HEALTH COALITION, INC.
Employer identification number (EIN):341403820
NAIC Classification:561490

Additional information about EMPLOYERS HEALTH COALITION, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-01-26
Company Identification Number: 766707
Legal Registered Office Address: 1111 N WESTSHORE

TAMPA

33607

More information about EMPLOYERS HEALTH COALITION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012016-10-01
0012016-10-01
0012015-10-01
0012014-10-01CHRISTOPHER V. GOFF2016-06-13
0012013-10-01CHRISTOPHER V. GOFF2015-03-11
0012012-10-01CHRISTOPHER V. GOFF2014-03-03
0012011-10-01CHRISTOPHER V. GOFF2013-05-03
0012010-10-01CHRISTOPHER V. GOFF2012-07-03
0012008-10-01

Plan Statistics for EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0168
Total number of active participants reported on line 7a of the Form 55002023-01-0169
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0178
Number of participants with account balances2023-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0154
Total number of active participants reported on line 7a of the Form 55002022-01-0159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0168
Number of participants with account balances2022-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0148
Total number of active participants reported on line 7a of the Form 55002021-01-0147
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0154
Number of participants with account balances2021-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0145
Total number of active participants reported on line 7a of the Form 55002020-01-0144
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0148
Number of participants with account balances2020-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-0143
Total number of active participants reported on line 7a of the Form 55002019-10-0141
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-014
Total of all active and inactive participants2019-10-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-0145
Number of participants with account balances2019-10-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010

Financial Data on EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$4,174,105
Expenses. Total of all expenses incurred2023-12-31$77,121
Benefits paid (including direct rollovers)2023-12-31$75,638
Total plan assets at end of year2023-12-31$12,932,207
Total plan assets at beginning of year2023-12-31$8,835,223
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$686,831
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$89,133
Other income received2023-12-31$2,444,256
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$4,096,984
Net plan assets at end of year (total assets less liabilities)2023-12-31$12,932,207
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$8,835,223
Assets. Value of participant loans2023-12-31$97,233
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$953,885
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,483
2022 : EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,164,938
Expenses. Total of all expenses incurred2022-12-31$229,351
Benefits paid (including direct rollovers)2022-12-31$228,877
Total plan assets at end of year2022-12-31$8,835,223
Total plan assets at beginning of year2022-12-31$10,229,512
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$522,737
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$36,826
Other income received2022-12-31$-2,434,062
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,394,289
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,835,223
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,229,512
Assets. Value of participant loans2022-12-31$21,581
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$709,561
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$474
2021 : EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,320,766
Expenses. Total of all expenses incurred2021-12-31$286,386
Benefits paid (including direct rollovers)2021-12-31$286,254
Total plan assets at end of year2021-12-31$10,229,512
Total plan assets at beginning of year2021-12-31$8,195,132
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$437,600
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$181
Other income received2021-12-31$1,286,124
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$2,034,380
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,229,512
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,195,132
Assets. Value of participant loans2021-12-31$16,324
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$596,861
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$132
2020 : EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,137,513
Expenses. Total of all expenses incurred2020-12-31$329,285
Benefits paid (including direct rollovers)2020-12-31$329,166
Total plan assets at end of year2020-12-31$8,195,132
Total plan assets at beginning of year2020-12-31$6,386,904
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$411,284
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,240,980
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,808,228
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,195,132
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,386,904
Assets. Value of participant loans2020-12-31$76,270
Total contributions received or receivable from employer(s)2020-12-31$485,249
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$119
2019 : EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$562,245
Expenses. Total of all expenses incurred2019-12-31$4,676
Benefits paid (including direct rollovers)2019-12-31$4,339
Total plan assets at end of year2019-12-31$6,386,904
Total plan assets at beginning of year2019-12-31$5,829,335
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$95,234
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$356,241
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$557,569
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,386,904
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,829,335
Assets. Value of participant loans2019-12-31$47,506
Total contributions received or receivable from employer(s)2019-12-31$110,770
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$337

Form 5500 Responses for EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN

2023: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2008: EMPLOYERS HEALTH COALITION, INC., AND EMPLOYERS HEALTH PURCHASING CORPORATION 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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