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THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 401k Plan overview

Plan NameTHE FOUNTAINHEAD GROUP, INC. WELFARE PLAN
Plan identification number 501

THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

THE FOUNTAINHEAD GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FOUNTAINHEAD GROUP, INC.
Employer identification number (EIN):043686486
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-02-01JOHN F. ROMANO, CEO
5012023-02-01
5012023-02-01JOHN F. ROMANO, CEO
5012022-02-01
5012022-02-01JOHN F. ROMANO, CEO
5012021-02-01
5012021-02-01JOHN F. ROMANO, CEO
5012020-02-01
5012019-02-01
5012017-02-01JOHN F. ROMANO, CEO2018-05-22 JOHN F. ROMANO, CEO2018-05-22
5012016-02-01JOHN F. ROMANO, CEO2018-05-22 JOHN F. ROMANO, CEO2018-05-22
5012015-02-01JOHN F. ROMANO, CEO2018-05-22 JOHN F. ROMANO, CEO2018-05-22
5012014-02-01
5012013-02-01JOHN F. ROMANO, CEO2018-05-22 JOHN F. ROMANO, CEO2018-05-22
5012012-02-01JOHN F. ROMANO, CEO2018-05-22 JOHN F. ROMANO, CEO2018-05-22
5012011-02-01JOHN F. ROMANO, CEO2018-05-22 JOHN F. ROMANO, CEO2018-05-22
5012010-02-01JOHN F. ROMANO, CEO2018-05-22 JOHN F. ROMANO, CEO2018-05-22

Plan Statistics for THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN

401k plan membership statisitcs for THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN

Measure Date Value
2023: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-02-01116
Total number of active participants reported on line 7a of the Form 55002023-02-01102
Total of all active and inactive participants2023-02-01102
2022: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01122
Total number of active participants reported on line 7a of the Form 55002022-02-01116
Total of all active and inactive participants2022-02-01116
2021: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01115
Total number of active participants reported on line 7a of the Form 55002021-02-01122
Total of all active and inactive participants2021-02-01122
2020: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01106
Total number of active participants reported on line 7a of the Form 55002020-02-01115
Total of all active and inactive participants2020-02-01115
2019: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01176
Total number of active participants reported on line 7a of the Form 55002019-02-01106
Total of all active and inactive participants2019-02-01106
2017: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01114
Total number of active participants reported on line 7a of the Form 55002017-02-01189
Total of all active and inactive participants2017-02-01189
2016: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01122
Total number of active participants reported on line 7a of the Form 55002016-02-01114
Total of all active and inactive participants2016-02-01114
2015: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01116
Total number of active participants reported on line 7a of the Form 55002015-02-01122
Total of all active and inactive participants2015-02-01122
2014: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01106
Total number of active participants reported on line 7a of the Form 55002014-02-01116
Total of all active and inactive participants2014-02-01116
2013: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01109
Total number of active participants reported on line 7a of the Form 55002013-02-01106
Total of all active and inactive participants2013-02-01106
2012: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01111
Total number of active participants reported on line 7a of the Form 55002012-02-01109
Total of all active and inactive participants2012-02-01109
2011: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01114
Total number of active participants reported on line 7a of the Form 55002011-02-01111
Total of all active and inactive participants2011-02-01111
2010: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-0188
Total number of active participants reported on line 7a of the Form 55002010-02-01114
Total of all active and inactive participants2010-02-01114

Form 5500 Responses for THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN

2023: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2023 form 5500 responses
2023-02-01Type of plan entityMulitple employer plan
2023-02-01Plan funding arrangement – InsuranceYes
2023-02-01Plan benefit arrangement – InsuranceYes
2022: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2022 form 5500 responses
2022-02-01Type of plan entityMulitple employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2021 form 5500 responses
2021-02-01Type of plan entityMulitple employer plan
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2020 form 5500 responses
2020-02-01Type of plan entityMulitple employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2019 form 5500 responses
2019-02-01Type of plan entityMulitple employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2017: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2017 form 5500 responses
2017-02-01Type of plan entityMulitple employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2010: THE FOUNTAINHEAD GROUP, INC. WELFARE PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01First time form 5500 has been submittedYes
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00362333
Policy instance 2
Insurance contract or identification number00362333
Number of Individuals Covered102
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
Total amount of commissions paid to insurance brokerUSD $9,528
Total amount of fees paid to insurance companyUSD $2,433
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACC. DEATH AND DISMEM., ST DISABIL
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
Insurance contract or identification number00015034
Number of Individuals Covered94
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $35,728
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00362333
Policy instance 2
Insurance contract or identification number00362333
Number of Individuals Covered116
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $9,915
Total amount of fees paid to insurance companyUSD $2,564
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACC. DEATH AND DISMEM., ST DISABIL
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
Insurance contract or identification number00015034
Number of Individuals Covered95
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00362333
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00362333
Policy instance 2
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00362333
Policy instance 4
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number819903
Policy instance 3
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number819904
Policy instance 2
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number819904
Policy instance 2
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number819903
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00362333
Policy instance 4
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00015034
Policy instance 1

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