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DISABILITY - LONG TERM 401k Plan overview

Plan NameDISABILITY - LONG TERM
Plan identification number 503

DISABILITY - LONG TERM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

MARSHFIELD CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARSHFIELD CLINIC, INC.
Employer identification number (EIN):390452970
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MARSHFIELD CLINIC, INC.

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 90083H

More information about MARSHFIELD CLINIC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DISABILITY - LONG TERM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032015-01-01STEVEN CHRISTIANSON
5032014-01-01STEVEN CHRISTIANSON
5032013-01-01STEVEN CHRISTIANSON
5032012-01-01STEVEN CHRISTIANSON
5032011-01-01STEVEN CHRISTIANSON
5032010-01-01STEVEN CHRISTIANSON
5032009-01-01STEVEN CHRISTIANSON

Plan Statistics for DISABILITY - LONG TERM

401k plan membership statisitcs for DISABILITY - LONG TERM

Measure Date Value
2015: DISABILITY - LONG TERM 2015 401k membership
Total participants, beginning-of-year2015-01-016,390
Total number of active participants reported on line 7a of the Form 55002015-01-016,411
Total of all active and inactive participants2015-01-016,411
Total participants2015-01-016,411
2014: DISABILITY - LONG TERM 2014 401k membership
Total participants, beginning-of-year2014-01-017,256
Total number of active participants reported on line 7a of the Form 55002014-01-016,835
Total of all active and inactive participants2014-01-016,835
Total participants2014-01-016,835
2013: DISABILITY - LONG TERM 2013 401k membership
Total participants, beginning-of-year2013-01-017,511
Total number of active participants reported on line 7a of the Form 55002013-01-017,256
Total of all active and inactive participants2013-01-017,256
Total participants2013-01-017,256
2012: DISABILITY - LONG TERM 2012 401k membership
Total participants, beginning-of-year2012-01-017,516
Total number of active participants reported on line 7a of the Form 55002012-01-017,511
Total of all active and inactive participants2012-01-017,511
Total participants2012-01-017,511
2011: DISABILITY - LONG TERM 2011 401k membership
Total participants, beginning-of-year2011-01-017,325
Total number of active participants reported on line 7a of the Form 55002011-01-017,516
Total of all active and inactive participants2011-01-017,516
Total participants2011-01-017,516
2010: DISABILITY - LONG TERM 2010 401k membership
Total participants, beginning-of-year2010-01-017,194
Total number of active participants reported on line 7a of the Form 55002010-01-017,325
Total of all active and inactive participants2010-01-017,325
Total participants2010-01-017,325
2009: DISABILITY - LONG TERM 2009 401k membership
Total participants, beginning-of-year2009-01-017,033
Total number of active participants reported on line 7a of the Form 55002009-01-017,194
Total of all active and inactive participants2009-01-017,194
Total participants2009-01-017,194

Form 5500 Responses for DISABILITY - LONG TERM

2015: DISABILITY - LONG TERM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: DISABILITY - LONG TERM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DISABILITY - LONG TERM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DISABILITY - LONG TERM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DISABILITY - LONG TERM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: DISABILITY - LONG TERM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: DISABILITY - LONG TERM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number676354G
Policy instance 1
Insurance contract or identification number676354G
Number of Individuals Covered6411
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,368
Total amount of fees paid to insurance companyUSD $116,698
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,868,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,368
Amount paid for insurance broker fees116698
Additional information about fees paid to insurance brokerALLOCATION OF CONTINGENT COMPENSATION
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number676354G
Policy instance 1
Insurance contract or identification number676354G
Number of Individuals Covered6835
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $37,322
Total amount of fees paid to insurance companyUSD $106,289
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $2,159,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Insurance broker organization code?3
Amount paid for insurance broker fees10289
Additional information about fees paid to insurance brokerALLOCATION OF CONTINGENT COMPENSATION
Insurance broker nameLOCKTON COMPANIES
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number676354G
Policy instance 1
Insurance contract or identification number676354G
Number of Individuals Covered7256
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $176,760
Total amount of fees paid to insurance companyUSD $118,540
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $2,639,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31974
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $29,415
Insurance broker nameBUCHHOLZ PLANNING CORP
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number676354G
Policy instance 1
Insurance contract or identification number676354G
Number of Individuals Covered7511
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $179,368
Total amount of fees paid to insurance companyUSD $113,447
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,448,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $179,368
Amount paid for insurance broker fees78495
Additional information about fees paid to insurance brokerALLOCATION OF CONTINGENT COMPENSATION
Insurance broker organization code?3
Insurance broker nameBPC CLIENT SERVICES
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number676354G
Policy instance 1
Insurance contract or identification number676354G
Number of Individuals Covered7516
Insurance policy start date2011-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $171,955
Total amount of fees paid to insurance companyUSD $33,239
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,560,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number676354G
Policy instance 1
Insurance contract or identification number676354G
Number of Individuals Covered7325
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $147,772
Total amount of fees paid to insurance companyUSD $71,497
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,439,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $147,772
Amount paid for insurance broker fees71497
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
Insurance broker nameBPC CLIENT SERVICES

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