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GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD 401k Plan overview

Plan NameGROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD
Plan identification number 501

GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

APPLE VALLEY MEDICAL CLINIC, LTD. has sponsored the creation of one or more 401k plans.

Company Name:APPLE VALLEY MEDICAL CLINIC, LTD.
Employer identification number (EIN):411302714
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01
5012017-01-01SUSAN BERG

Plan Statistics for GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD

401k plan membership statisitcs for GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD

Measure Date Value
2018: GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01116
2017: GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD 2017 401k membership
Total participants, beginning-of-year2017-01-01114
Total number of active participants reported on line 7a of the Form 55002017-01-01114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01114

Form 5500 Responses for GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD

2018: GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP LONG TERM DISABILITY, BASIC TEM LIFE, BASIC ACCIDENTAL DEATH AND DISMEMBERMENT PLAN OF EMPLOYEES OF APPLE VALLEY MEDICAL CLINIC, LTD 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan 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 number676367G
Policy instance 1
Insurance contract or identification number676367G
Number of Individuals Covered116
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,082
Total amount of fees paid to insurance companyUSD $2,040
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $84,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,082
Amount paid for insurance broker fees2040
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number676367G
Policy instance 1
Insurance contract or identification number676367G
Number of Individuals Covered114
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,919
Total amount of fees paid to insurance companyUSD $908
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $56,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,919
Amount paid for insurance broker fees908
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameASSOCIATED FINANCIAL GROUP

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