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| Plan Name | KAUFMAN, HALL & ASSOCIATES, LLC VISION PLAN |
| Plan identification number | 504 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | KAUFMAN, HALL & ASSOCIATES, LLC |
| Employer identification number (EIN): | 472564584 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about KAUFMAN, HALL & ASSOCIATES, LLC
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2016-06-29 |
| Company Identification Number: | 0802490610 |
| Legal Registered Office Address: |
5215 OLD ORCHARD RD STE 800 SKOKIE United States of America (USA) 60077 |
More information about KAUFMAN, HALL & ASSOCIATES, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 504 | 2015-04-01 | MICHAEL GORNIK | |||
| 504 | 2015-04-01 | CHELSEY GOVER | |||
| 504 | 2014-04-01 | MICHAEL GORNIK |
| Measure | Date | Value |
|---|---|---|
| 2015: KAUFMAN, HALL & ASSOCIATES, LLC VISION PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-04-01 | 177 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 192 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
| Total of all active and inactive participants | 2015-04-01 | 195 |
| 2014: KAUFMAN, HALL & ASSOCIATES, LLC VISION PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-04-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 180 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 182 |
| 2015: KAUFMAN, HALL & ASSOCIATES, LLC VISION PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: KAUFMAN, HALL & ASSOCIATES, LLC VISION PLAN 2014 form 5500 responses | ||
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | First time form 5500 has been submitted | Yes |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 30003062 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 30003062 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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