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MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 401k Plan overview

Plan NameMEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL
Plan identification number 504

MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL Benefits

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

401k Sponsoring company profile

HEATHWOOD HALL EPISCOPAL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:HEATHWOOD HALL EPISCOPAL SCHOOL
Employer identification number (EIN):570358065
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042016-02-01HEIDI BECKWITH ELIZABETH SUMMERS2017-03-29
5042015-02-01HEIDI BECKWITH ELIZABETH SUMMERS2016-07-11
5042012-01-01HEIDI BECKWITH ELIZABETH SUMMERS2013-06-26
5042011-01-01ELIZABETH SUMMERS ELIZABETH SUMMERS2012-05-15
5042010-01-01ELIZABETH SUMMERS ELIZABETH SUMMERS2011-05-05
5042009-01-01HANK D. DELOACH

Plan Statistics for MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL

401k plan membership statisitcs for MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL

Measure Date Value
2016: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2016 401k membership
Total participants, beginning-of-year2016-02-0191
Total number of active participants reported on line 7a of the Form 55002016-02-0191
Total of all active and inactive participants2016-02-0191
Total participants2016-02-010
2015: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2015 401k membership
Total participants, beginning-of-year2015-02-01108
Total number of active participants reported on line 7a of the Form 55002015-02-01100
Total of all active and inactive participants2015-02-01100
Total participants2015-02-010
2012: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2012 401k membership
Total participants, beginning-of-year2012-01-01113
Total number of active participants reported on line 7a of the Form 55002012-01-01109
Total of all active and inactive participants2012-01-01109
Total participants2012-01-01109
2011: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2011 401k membership
Total participants, beginning-of-year2011-01-01113
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Total of all active and inactive participants2011-01-01113
Total participants2011-01-01113
2010: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2010 401k membership
Total participants, beginning-of-year2010-01-01123
Total number of active participants reported on line 7a of the Form 55002010-01-01113
Total of all active and inactive participants2010-01-01113
Total participants2010-01-01113
2009: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Total of all active and inactive participants2009-01-01123
Total participants2009-01-01123
Number of employers contributing to the scheme2009-01-01123

Form 5500 Responses for MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL

2016: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01This submission is the final filingYes
2016-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2012: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MEDICAL PLAN HEATHWOOD HALL EPISCOPAL SCHOOL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number25-30883-02
Policy instance 1
Insurance contract or identification number25-30883-02
Number of Individuals Covered91
Insurance policy start date2016-02-01
Insurance policy end date2016-09-01
Total amount of commissions paid to insurance brokerUSD $11,623
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 $11,623
Insurance broker organization code?3
Insurance broker nameTHE BENEFIT COMPANY
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number25-30883-02
Policy instance 1
Insurance contract or identification number25-30883-02
Number of Individuals Covered100
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $21,665
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 $21,665
Insurance broker organization code?3
Insurance broker nameTHE BENEFIT COMPANY
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number25-30883-02
Policy instance 1
Insurance contract or identification number25-30883-02
Number of Individuals Covered109
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number25-30883-02
Policy instance 1
Insurance contract or identification number25-30883-02
Number of Individuals Covered113
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Health Insurance Welfare BenefitYes
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number25-30883-02
Policy instance 1
Insurance contract or identification number25-30883-02
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2011-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes

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