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MEDICAL PLAN 401k Plan overview

Plan NameMEDICAL PLAN
Plan identification number 508

MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ORCHARD PLACE has sponsored the creation of one or more 401k plans.

Company Name:ORCHARD PLACE
Employer identification number (EIN):421463736
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ORCHARD PLACE

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1996-07-22
Company Identification Number: 197681
Legal Registered Office Address: 2116 GRAND AVE

DES MOINES
United States of America (USA)
50312

More information about ORCHARD PLACE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082023-07-01VALERIE SALTSGAVER2024-10-29 VALERIE SALTSGAVER2024-10-29
5082022-07-01VALERIE SALTSGAVER2023-11-02 VALERIE SALTSGAVER2023-11-02
5082021-07-01VALERIE SALTSGAVER2022-11-10 VALERIE SALTSGAVER2022-11-10
5082020-07-01VALERIE SALTSGAVER2021-10-25 VALERIE SALTSGAVER2021-10-25
5082019-07-01VALERIE SALTSGAVER2020-10-09 VALERIE SALTSGAVER2020-10-09
5082018-07-01VALERIE SALTSGAVER2019-09-13 VALERIE SALTSGAVER2019-09-13
5082017-07-01
5082016-07-01
5082015-07-01
5082014-07-01
5082013-07-01
5082012-07-01VALERIE SALTSGAVER
5082011-07-01VALERIE SALTSGAVER
5082010-07-01VALERIE SALTSGAVER
5082009-07-01VALARIE SALTSGAVER

Plan Statistics for MEDICAL PLAN

401k plan membership statisitcs for MEDICAL PLAN

Measure Date Value
2023: MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-01190
Total number of active participants reported on line 7a of the Form 55002023-07-01196
Total of all active and inactive participants2023-07-01196
2022: MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01210
Total number of active participants reported on line 7a of the Form 55002022-07-01190
Total of all active and inactive participants2022-07-01190
2021: MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01196
Total number of active participants reported on line 7a of the Form 55002021-07-01210
Total of all active and inactive participants2021-07-01210
2020: MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01211
Total number of active participants reported on line 7a of the Form 55002020-07-01196
Total of all active and inactive participants2020-07-01196
2019: MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01192
Total number of active participants reported on line 7a of the Form 55002019-07-01211
Total of all active and inactive participants2019-07-01211
2018: MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01201
Total number of active participants reported on line 7a of the Form 55002018-07-01192
Total of all active and inactive participants2018-07-01192
2017: MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01215
Total number of active participants reported on line 7a of the Form 55002017-07-01201
Total of all active and inactive participants2017-07-01201
2016: MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01237
Total number of active participants reported on line 7a of the Form 55002016-07-01215
Total of all active and inactive participants2016-07-01215
2015: MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01255
Total number of active participants reported on line 7a of the Form 55002015-07-01237
Total of all active and inactive participants2015-07-01237
2014: MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01242
Total number of active participants reported on line 7a of the Form 55002014-07-01255
Total of all active and inactive participants2014-07-01255
2013: MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01220
Total number of active participants reported on line 7a of the Form 55002013-07-01242
Total of all active and inactive participants2013-07-01242
2012: MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01208
Total number of active participants reported on line 7a of the Form 55002012-07-01220
Total of all active and inactive participants2012-07-01220
2011: MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01212
Total number of active participants reported on line 7a of the Form 55002011-07-01208
Total of all active and inactive participants2011-07-01208
2010: MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01231
Total number of active participants reported on line 7a of the Form 55002010-07-01212
Total of all active and inactive participants2010-07-01212
2009: MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01345
Total number of active participants reported on line 7a of the Form 55002009-07-01231
Total of all active and inactive participants2009-07-01231

Form 5500 Responses for MEDICAL PLAN

2023: MEDICAL PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan benefit arrangement – InsuranceYes
2022: MEDICAL PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: MEDICAL PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: MEDICAL PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: MEDICAL PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: MEDICAL PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: MEDICAL PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: MEDICAL PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: MEDICAL PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: MEDICAL PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: MEDICAL PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: MEDICAL PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: MEDICAL PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: MEDICAL PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: MEDICAL PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered196
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $25,050
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,466,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered190
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $25,930
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,449,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,930
Insurance broker organization code?3
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered210
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $26,844
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,565,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,844
Insurance broker organization code?3
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered196
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $27,445
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,660,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,445
Insurance broker organization code?3
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered211
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $26,532
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,669,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,532
Insurance broker organization code?3
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered192
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $25,861
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,712,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,861
Insurance broker organization code?3
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered201
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $28,171
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,763,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,171
Insurance broker organization code?3
Insurance broker nameMARK J BECKER & ASSOCIATES LLC
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered237
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $37,538
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,804,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,538
Insurance broker organization code?3
Insurance broker nameMARK J BECKER & ASSOCIATES LLC
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered255
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $38,003
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,822,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,003
Insurance broker organization code?3
Insurance broker nameMARK J BECKER & ASSOCIATES LLC
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered242
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $39,793
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,793
Insurance broker organization code?3
Insurance broker nameMARK J BECKER & ASSOCIATES LLC
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered220
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $36,369
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,369
Insurance broker organization code?3
Insurance broker nameMARK J BECKER & ASSOCIATES LLC
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered208
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $34,847
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK HEALTH PLAN OF IOWA (National Association of Insurance Commissioners NAIC id number: 95531 )
Policy contract number00017326
Policy instance 1
Insurance contract or identification number00017326
Number of Individuals Covered212
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $37,625
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,625
Insurance broker organization code?3
Insurance broker nameDAVID P LIND & ASSOCIATES LC

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