401k Plan data: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN plan

PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 401k Plan overview

Plan Name	PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN
Plan identification number	502

PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

PHILLIPS EXETER ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: PHILLIPS EXETER ACADEMY

Employer identification number (EIN): 020222174

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2020-06-01 CAROLINE HOOPER 2021-01-27
502 2019-06-01 CAROLINE HOOPER 2021-01-27
502 2017-06-01 MARIJKA BEAUCHESNE MARIJKA BEAUCHESNE 2019-03-14
502 2016-06-01 MARIJKA BEAUCHESNE MARIJKA BEAUCHESNE 2017-12-20
502 2015-06-01 MARIJKA BEAUCHESNE MARIJKA BEAUCHESNE 2016-12-20
502 2014-06-01 MARIJKA BEAUCHESNE MARIJKA BEAUCHESNE 2015-12-22
502 2013-06-01 MARIJKA BEAUCHESNE, CONTROLLER
502 2012-06-01 MARIJKA BEAUCHESNE, CONTROLLER
502 2011-06-01 CHRISTOPHER V. WEJCHERT
502 2010-06-01 CHRISTOPHER V. WEJCHERT MOYA S. JOOSTEN 2011-12-30
502 2009-06-01 CHRISTOPHER V. WEJCHERT KATHLEEN M. TAYLOR 2010-12-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2020-06-01	CAROLINE HOOPER	2021-01-27
502	2019-06-01	CAROLINE HOOPER	2021-01-27
502	2017-06-01	MARIJKA BEAUCHESNE		MARIJKA BEAUCHESNE	2019-03-14
502	2016-06-01	MARIJKA BEAUCHESNE		MARIJKA BEAUCHESNE	2017-12-20
502	2015-06-01	MARIJKA BEAUCHESNE		MARIJKA BEAUCHESNE	2016-12-20
502	2014-06-01	MARIJKA BEAUCHESNE		MARIJKA BEAUCHESNE	2015-12-22
502	2013-06-01	MARIJKA BEAUCHESNE, CONTROLLER
502	2012-06-01	MARIJKA BEAUCHESNE, CONTROLLER
502	2011-06-01	CHRISTOPHER V. WEJCHERT
502	2010-06-01	CHRISTOPHER V. WEJCHERT		MOYA S. JOOSTEN	2011-12-30
502	2009-06-01	CHRISTOPHER V. WEJCHERT		KATHLEEN M. TAYLOR	2010-12-22

Plan Statistics for PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN

401k plan membership statisitcs for PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN

Measure Date Value
2020: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 521
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 0
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 0
Total of all active and inactive participants 2020-06-01 0
Number of employers contributing to the scheme 2020-06-01 0
2019: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 526
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 509
Number of retired or separated participants receiving benefits 2019-06-01 12
Number of other retired or separated participants entitled to future benefits 2019-06-01 0
Total of all active and inactive participants 2019-06-01 521
Number of employers contributing to the scheme 2019-06-01 0
2017: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 521
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 502
Number of retired or separated participants receiving benefits 2017-06-01 8
Total of all active and inactive participants 2017-06-01 510
Total participants 2017-06-01 510
2016: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 508
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 512
Number of retired or separated participants receiving benefits 2016-06-01 9
Total of all active and inactive participants 2016-06-01 521
Total participants 2016-06-01 521
2015: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 502
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 499
Number of retired or separated participants receiving benefits 2015-06-01 9
Total of all active and inactive participants 2015-06-01 508
Total participants 2015-06-01 508
2014: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 489
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 493
Number of retired or separated participants receiving benefits 2014-06-01 9
Total of all active and inactive participants 2014-06-01 502
Total participants 2014-06-01 502
2013: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 508
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 480
Number of retired or separated participants receiving benefits 2013-06-01 9
Total of all active and inactive participants 2013-06-01 489
Total participants 2013-06-01 489
2012: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 508
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 492
Number of retired or separated participants receiving benefits 2012-06-01 16
Total of all active and inactive participants 2012-06-01 508
Total participants 2012-06-01 508
2011: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 512
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 493
Number of retired or separated participants receiving benefits 2011-06-01 15
Total of all active and inactive participants 2011-06-01 508
Total participants 2011-06-01 508
2010: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 533
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 493
Number of retired or separated participants receiving benefits 2010-06-01 19
Total of all active and inactive participants 2010-06-01 512
Total participants 2010-06-01 512
2009: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 535
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 514
Number of retired or separated participants receiving benefits 2009-06-01 19
Total of all active and inactive participants 2009-06-01 533
Total participants 2009-06-01 533

Measure	Date	Value
2020: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	521
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	0
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	0
Total of all active and inactive participants	2020-06-01	0
Number of employers contributing to the scheme	2020-06-01	0
2019: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	526
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	509
Number of retired or separated participants receiving benefits	2019-06-01	12
Number of other retired or separated participants entitled to future benefits	2019-06-01	0
Total of all active and inactive participants	2019-06-01	521
Number of employers contributing to the scheme	2019-06-01	0
2017: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	521
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	502
Number of retired or separated participants receiving benefits	2017-06-01	8
Total of all active and inactive participants	2017-06-01	510
Total participants	2017-06-01	510
2016: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	508
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	512
Number of retired or separated participants receiving benefits	2016-06-01	9
Total of all active and inactive participants	2016-06-01	521
Total participants	2016-06-01	521
2015: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	502
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	499
Number of retired or separated participants receiving benefits	2015-06-01	9
Total of all active and inactive participants	2015-06-01	508
Total participants	2015-06-01	508
2014: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	489
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	493
Number of retired or separated participants receiving benefits	2014-06-01	9
Total of all active and inactive participants	2014-06-01	502
Total participants	2014-06-01	502
2013: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	508
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	480
Number of retired or separated participants receiving benefits	2013-06-01	9
Total of all active and inactive participants	2013-06-01	489
Total participants	2013-06-01	489
2012: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	508
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	492
Number of retired or separated participants receiving benefits	2012-06-01	16
Total of all active and inactive participants	2012-06-01	508
Total participants	2012-06-01	508
2011: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	512
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	493
Number of retired or separated participants receiving benefits	2011-06-01	15
Total of all active and inactive participants	2011-06-01	508
Total participants	2011-06-01	508
2010: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	533
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	493
Number of retired or separated participants receiving benefits	2010-06-01	19
Total of all active and inactive participants	2010-06-01	512
Total participants	2010-06-01	512
2009: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	535
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	514
Number of retired or separated participants receiving benefits	2009-06-01	19
Total of all active and inactive participants	2009-06-01	533
Total participants	2009-06-01	533

Form 5500 Responses for PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN

2020: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	This submission is the final filing	Yes
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-06-01	Plan benefit arrangement – Insurance	Yes
2013-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	Yes
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: PHILLIPS EXETER ACADEMY GROUP HEALTH PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-06-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

RED TREE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 13646 )
Policy contract number	903670
Policy instance	1
HR CONCEPTS, LLC (National Association of Insurance Commissioners NAIC id number: 52492 )
Policy contract number	NONE
Policy instance	3
RED TREE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 13646 )
Policy contract number	000903670
Policy instance	2
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	0376863
Policy instance	1
HR CONCEPTS, LLC (National Association of Insurance Commissioners NAIC id number: 52492 )
Policy contract number	NONE
Policy instance	3
RED TREE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 13646 )
Policy contract number	000903670
Policy instance	2
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	0376863
Policy instance	1
HR CONCEPTS, LLC (National Association of Insurance Commissioners NAIC id number: 52492 )
Policy contract number	NONE
Policy instance	3
RED TREE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 13646 )
Policy contract number	000903670
Policy instance	2
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	0376863
Policy instance	1
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	0376863
Policy instance	1
HR CONCEPTS, LLC (National Association of Insurance Commissioners NAIC id number: 52492 )
Policy contract number	NONE
Policy instance	2
RED TREE INSURANCE COMPANY, INC. (National Association of Insurance Commissioners NAIC id number: 13646 )
Policy contract number	000903670
Policy instance	3
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	0376863
Policy instance	1
HR CONCEPTS, LLC (National Association of Insurance Commissioners NAIC id number: 52492 )
Policy contract number	NONE
Policy instance	2
HR CONCEPTS, LLC (National Association of Insurance Commissioners NAIC id number: 52492 )
Policy contract number	NONE
Policy instance	2
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	0376863
Policy instance	1

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Company Name:	PHILLIPS EXETER ACADEMY
Employer identification number (EIN):	020222174
NAIC Classification:	611000