SAN ANTONIO EYE CENTER, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GROUP TERM LIFE & DISABILITY POLICY FOR SAN ANTONI
401k plan membership statisitcs for GROUP TERM LIFE & DISABILITY POLICY FOR SAN ANTONI
| Measure | Date | Value |
|---|
| 2024 : GROUP TERM LIFE & DISABILITY POLICY FOR SAN ANTONI 2024 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-04-01 | No |
| Was this plan covered by a fidelity bond | 2024-04-01 | No |
| If this is an individual account plan, was there a blackout period | 2024-04-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-04-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-04-01 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-04-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-04-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-04-01 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-04-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-04-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-04-01 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2024-04-01 | No |
| Did the plan have assets held for investment | 2024-04-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-04-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-04-01 | No |
| 2023 : GROUP TERM LIFE & DISABILITY POLICY FOR SAN ANTONI 2023 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-01 | No |
| Was this plan covered by a fidelity bond | 2023-05-01 | No |
| If this is an individual account plan, was there a blackout period | 2023-05-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-01 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-01 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-01 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-05-01 | No |
| Did the plan have assets held for investment | 2023-05-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-01 | No |
| 2022 : GROUP TERM LIFE & DISABILITY POLICY FOR SAN ANTONI 2022 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-01 | No |
| Was this plan covered by a fidelity bond | 2022-05-01 | No |
| If this is an individual account plan, was there a blackout period | 2022-05-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-01 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-01 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-01 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-05-01 | No |
| Did the plan have assets held for investment | 2022-05-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-01 | No |
| 2021 : GROUP TERM LIFE & DISABILITY POLICY FOR SAN ANTONI 2021 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-01 | No |
| Was this plan covered by a fidelity bond | 2021-05-01 | No |
| If this is an individual account plan, was there a blackout period | 2021-05-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-01 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-01 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-01 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-05-01 | No |
| Did the plan have assets held for investment | 2021-05-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-01 | No |
| 2020 : GROUP TERM LIFE & DISABILITY POLICY FOR SAN ANTONI 2020 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-01 | No |
| Was this plan covered by a fidelity bond | 2020-05-01 | No |
| If this is an individual account plan, was there a blackout period | 2020-05-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-01 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-01 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-01 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-05-01 | No |
| Did the plan have assets held for investment | 2020-05-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-01 | No |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 931279 |
| Policy instance | 3 |
| Insurance contract or identification number | 931279 | | Number of Individuals Covered | 298 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $6,001 | | Total amount of fees paid to insurance company | USD $36,299 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $672,144 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000413516 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000413516 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-04-01 | | Total amount of commissions paid to insurance broker | USD $4,164 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,759 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000297658 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000297658 | | Number of Individuals Covered | 184 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-04-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $2,770 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $160,857 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000413516 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000413516 | | Number of Individuals Covered | 146 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-05-01 | | Total amount of commissions paid to insurance broker | USD $4,683 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,222 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,683 | | Additional information about fees paid to insurance broker | SALES COMMISSION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000297658 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000297658 | | Number of Individuals Covered | 201 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-05-01 | | Total amount of commissions paid to insurance broker | USD $2,816 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $168,363 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,816 | | Additional information about fees paid to insurance broker | SALES COMMISSION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000413516 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000413516 | | Number of Individuals Covered | 149 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-05-01 | | Total amount of commissions paid to insurance broker | USD $4,623 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,820 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,623 | | Additional information about fees paid to insurance broker | SALES COMMISSION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000297658 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000297658 | | Number of Individuals Covered | 195 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-05-01 | | Total amount of commissions paid to insurance broker | USD $2,733 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $162,107 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,733 | | Additional information about fees paid to insurance broker | SALES COMMISSION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000413516 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000413516 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-05-01 | | Total amount of commissions paid to insurance broker | USD $3,975 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,727 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,975 | | Additional information about fees paid to insurance broker | SALES COMMISSION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000297658 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000297658 | | Number of Individuals Covered | 170 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-05-01 | | Total amount of commissions paid to insurance broker | USD $8,681 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $167,774 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,014 | | Additional information about fees paid to insurance broker | SALES COMMISSION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000413516 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000413516 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-05-01 | | Total amount of commissions paid to insurance broker | USD $3,669 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,669 | | Additional information about fees paid to insurance broker | SALES COMMISSION |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000297658 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000297658 | | Number of Individuals Covered | 173 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-05-01 | | Total amount of commissions paid to insurance broker | USD $6,873 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $107,327 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,811 | | Additional information about fees paid to insurance broker | SALES COMMISION |
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