401k Plan data: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN plan

SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 401k Plan overview

Plan Name	SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN
Plan identification number	502

SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

SPECTRUM HEALTHCARE PARTNERS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SPECTRUM HEALTHCARE PARTNERS, P.A.

Employer identification number (EIN): 010510040

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2019-08-01 NORMAN BELAIR 2020-11-11
502 2018-08-01 NORMAN BELAIR 2020-02-28
502 2017-08-01
502 2016-08-01 NORM BELAIR 2018-11-01
502 2015-08-01 NORM BELAIR 2018-11-01
502 2014-08-01
502 2013-08-01
502 2012-08-01
502 2011-08-01
502 2010-08-01 WILLIAM FERENTZ
502 2009-08-01 WILLIAM FERENTZ
502 2009-08-01 WILLIAM FERENTZ 2011-03-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2019-08-01	NORMAN BELAIR	2020-11-11
502	2018-08-01	NORMAN BELAIR	2020-02-28
502	2017-08-01
502	2016-08-01	NORM BELAIR	2018-11-01
502	2015-08-01	NORM BELAIR	2018-11-01
502	2014-08-01
502	2013-08-01
502	2012-08-01
502	2011-08-01
502	2010-08-01	WILLIAM FERENTZ
502	2009-08-01	WILLIAM FERENTZ
502	2009-08-01			WILLIAM FERENTZ	2011-03-01

Plan Statistics for SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN

401k plan membership statisitcs for SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN

Measure Date Value
2019: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 625
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 0
Total of all active and inactive participants 2019-08-01 0
2018: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 629
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 625
Total of all active and inactive participants 2018-08-01 625
2017: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 607
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 629
Total of all active and inactive participants 2017-08-01 629
2016: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 586
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 607
Total of all active and inactive participants 2016-08-01 607
2015: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 477
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 529
Total of all active and inactive participants 2015-08-01 529
2014: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 484
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 477
Total of all active and inactive participants 2014-08-01 477
Total participants 2014-08-01 477
2013: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 295
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 484
Total of all active and inactive participants 2013-08-01 484
2012: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 242
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 295
Total of all active and inactive participants 2012-08-01 295
2011: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 191
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 242
Total of all active and inactive participants 2011-08-01 242
2010: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 185
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 191
Number of retired or separated participants receiving benefits 2010-08-01 0
Number of other retired or separated participants entitled to future benefits 2010-08-01 0
Total of all active and inactive participants 2010-08-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-08-01 0
Total participants 2010-08-01 191
2009: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 165
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 185
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 0
Total of all active and inactive participants 2009-08-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 185

Measure	Date	Value
2019: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	625
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	0
Total of all active and inactive participants	2019-08-01	0
2018: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	629
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	625
Total of all active and inactive participants	2018-08-01	625
2017: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	607
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	629
Total of all active and inactive participants	2017-08-01	629
2016: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	586
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	607
Total of all active and inactive participants	2016-08-01	607
2015: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	477
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	529
Total of all active and inactive participants	2015-08-01	529
2014: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	484
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	477
Total of all active and inactive participants	2014-08-01	477
Total participants	2014-08-01	477
2013: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	295
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	484
Total of all active and inactive participants	2013-08-01	484
2012: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	242
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	295
Total of all active and inactive participants	2012-08-01	295
2011: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	191
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	242
Total of all active and inactive participants	2011-08-01	242
2010: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	185
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	191
Number of retired or separated participants receiving benefits	2010-08-01	0
Number of other retired or separated participants entitled to future benefits	2010-08-01	0
Total of all active and inactive participants	2010-08-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-08-01	0
Total participants	2010-08-01	191
2009: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	165
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	185
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	0
Total of all active and inactive participants	2009-08-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	185

Form 5500 Responses for SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN

2019: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	This submission is the final filing	Yes
2019-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-08-01	Plan funding arrangement – Insurance	Yes
2019-08-01	Plan benefit arrangement – Insurance	Yes
2018: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Plan funding arrangement – Insurance	Yes
2018-08-01	Plan benefit arrangement – Insurance	Yes
2017: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Plan funding arrangement – Insurance	Yes
2017-08-01	Plan benefit arrangement – Insurance	Yes
2016: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan benefit arrangement – Insurance	Yes
2015: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan benefit arrangement – Insurance	Yes
2014: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2013: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan benefit arrangement – Insurance	Yes
2012: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Insurance	Yes
2012-08-01	Plan benefit arrangement – Insurance	Yes
2011: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2010: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Submission has been amended	Yes
2010-08-01	This submission is the final filing	No
2010-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-08-01	Plan is a collectively bargained plan	No
2010-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-08-01	Plan benefit arrangement – Insurance	Yes
2009: SPECTRUM MEDICAL GROUP LIFE INSURANCE PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	Yes
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

349442

Policy instance

Insurance contract or identification number	349442
Number of Individuals Covered	625
Insurance policy start date	2019-08-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $11,130
Total amount of fees paid to insurance company	USD $8,701
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $435,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,130
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

411194

Policy instance

Insurance contract or identification number	411194
Number of Individuals Covered	192
Insurance policy start date	2019-08-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,607
Total amount of fees paid to insurance company	USD $614
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	LIFESTYLE AD&D, LIFESTYLE LIFE
Welfare Benefit Premiums Paid to Carrier	USD $37,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,607
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

349442

Policy instance

Insurance contract or identification number	349442
Number of Individuals Covered	625
Insurance policy start date	2018-08-01
Insurance policy end date	2019-07-31
Total amount of commissions paid to insurance broker	USD $17,327
Total amount of fees paid to insurance company	USD $20,859
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $1,042,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	20859
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

349442

Policy instance

Insurance contract or identification number	349442
Number of Individuals Covered	629
Insurance policy start date	2017-08-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $17,269
Total amount of fees paid to insurance company	USD $18,363
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $1,037,035
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

411194

Policy instance

Insurance contract or identification number	411194
Number of Individuals Covered	192
Insurance policy start date	2017-08-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $11,289
Total amount of fees paid to insurance company	USD $1,333
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $75,261
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

349442

Policy instance

Insurance contract or identification number	349442
Number of Individuals Covered	484
Insurance policy start date	2013-08-01
Insurance policy end date	2014-07-31
Total amount of commissions paid to insurance broker	USD $22,547
Total amount of fees paid to insurance company	USD $7,088
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $878,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,534
Amount paid for insurance broker fees	6495
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	ACADIA BENEFITS, INC.

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

349442

Policy instance

Insurance contract or identification number	349442
Number of Individuals Covered	295
Insurance policy start date	2012-08-01
Insurance policy end date	2013-07-31
Total amount of commissions paid to insurance broker	USD $10,333
Total amount of fees paid to insurance company	USD $5,218
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $762,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,700
Amount paid for insurance broker fees	4745
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	JOHN M CONDON/ACADIA BENEFITS, INC.

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )

Policy contract number

349442

Policy instance

Insurance contract or identification number	349442
Number of Individuals Covered	242
Insurance policy start date	2011-08-01
Insurance policy end date	2012-07-31
Total amount of commissions paid to insurance broker	USD $14,866
Total amount of fees paid to insurance company	USD $5,017
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $669,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,313
Amount paid for insurance broker fees	6845
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3
Insurance broker name	ACADIA BENEFITS, INC.

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SPECTRUM HEALTHCARE PARTNERS, P.A.
Employer identification number (EIN):	010510040
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)