401k Plan data: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN plan

BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 401k Plan overview

Plan Name	BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN
Plan identification number	503

BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN Benefits

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

401k Sponsoring company profile

BLUM, SHAPIRO & CO., P.C. has sponsored the creation of one or more 401k plans.

Company Name: BLUM, SHAPIRO & CO., P.C.

Employer identification number (EIN): 061009205

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2020-02-01
503 2019-02-01 MATTHEW YOPCHICK 2020-07-20
503 2018-02-01 MATTHEW YOPCHICK 2019-08-20 MATTHEW YOPCHICK 2019-08-20
503 2017-02-01
503 2016-02-01
503 2015-02-01
503 2014-02-01
503 2013-02-01
503 2012-02-01 DINA OUELLETTE
503 2011-02-01 DINA OUELLETTE
503 2009-02-01 FREDERICK J. KAPLAN

Plan Statistics for BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN

401k plan membership statisitcs for BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN

Measure Date Value
2020: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 490
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 0
Number of retired or separated participants receiving benefits 2020-02-01 0
Number of other retired or separated participants entitled to future benefits 2020-02-01 0
Total of all active and inactive participants 2020-02-01 0
2019: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 437
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 482
Number of retired or separated participants receiving benefits 2019-02-01 8
Total of all active and inactive participants 2019-02-01 490
2018: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 432
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 429
Number of retired or separated participants receiving benefits 2018-02-01 8
Total of all active and inactive participants 2018-02-01 437
2017: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 425
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 424
Number of retired or separated participants receiving benefits 2017-02-01 8
Total of all active and inactive participants 2017-02-01 432
2016: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 391
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 407
Number of retired or separated participants receiving benefits 2016-02-01 18
Total of all active and inactive participants 2016-02-01 425
2015: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 387
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 386
Number of retired or separated participants receiving benefits 2015-02-01 5
Total of all active and inactive participants 2015-02-01 391
2014: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 383
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 382
Number of retired or separated participants receiving benefits 2014-02-01 5
Total of all active and inactive participants 2014-02-01 387
2013: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 270
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 362
Number of retired or separated participants receiving benefits 2013-02-01 21
Total of all active and inactive participants 2013-02-01 383
2012: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 271
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 252
Number of retired or separated participants receiving benefits 2012-02-01 18
Total of all active and inactive participants 2012-02-01 270
2011: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 294
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 252
Number of retired or separated participants receiving benefits 2011-02-01 19
Total of all active and inactive participants 2011-02-01 271
2009: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 194
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 213
Number of retired or separated participants receiving benefits 2009-02-01 9
Total of all active and inactive participants 2009-02-01 222

Measure	Date	Value
2020: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	490
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	0
Number of retired or separated participants receiving benefits	2020-02-01	0
Number of other retired or separated participants entitled to future benefits	2020-02-01	0
Total of all active and inactive participants	2020-02-01	0
2019: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	437
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	482
Number of retired or separated participants receiving benefits	2019-02-01	8
Total of all active and inactive participants	2019-02-01	490
2018: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	432
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	429
Number of retired or separated participants receiving benefits	2018-02-01	8
Total of all active and inactive participants	2018-02-01	437
2017: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	425
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	424
Number of retired or separated participants receiving benefits	2017-02-01	8
Total of all active and inactive participants	2017-02-01	432
2016: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	391
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	407
Number of retired or separated participants receiving benefits	2016-02-01	18
Total of all active and inactive participants	2016-02-01	425
2015: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	387
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	386
Number of retired or separated participants receiving benefits	2015-02-01	5
Total of all active and inactive participants	2015-02-01	391
2014: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	383
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	382
Number of retired or separated participants receiving benefits	2014-02-01	5
Total of all active and inactive participants	2014-02-01	387
2013: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	270
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	362
Number of retired or separated participants receiving benefits	2013-02-01	21
Total of all active and inactive participants	2013-02-01	383
2012: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	271
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	252
Number of retired or separated participants receiving benefits	2012-02-01	18
Total of all active and inactive participants	2012-02-01	270
2011: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	294
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	252
Number of retired or separated participants receiving benefits	2011-02-01	19
Total of all active and inactive participants	2011-02-01	271
2009: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	194
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	213
Number of retired or separated participants receiving benefits	2009-02-01	9
Total of all active and inactive participants	2009-02-01	222

Form 5500 Responses for BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN

2020: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Submission has been amended	No
2020-02-01	This submission is the final filing	Yes
2020-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-02-01	Plan is a collectively bargained plan	No
2020-02-01	Plan funding arrangement – Insurance	Yes
2020-02-01	Plan benefit arrangement – Insurance	Yes
2019: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Plan funding arrangement – Insurance	Yes
2019-02-01	Plan benefit arrangement – Insurance	Yes
2018: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Plan funding arrangement – Insurance	Yes
2018-02-01	Plan benefit arrangement – Insurance	Yes
2017: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Plan funding arrangement – Insurance	Yes
2017-02-01	Plan benefit arrangement – Insurance	Yes
2016: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Plan funding arrangement – Insurance	Yes
2016-02-01	Plan benefit arrangement – Insurance	Yes
2015: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Insurance	Yes
2015-02-01	Plan benefit arrangement – Insurance	Yes
2014: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Insurance	Yes
2014-02-01	Plan benefit arrangement – Insurance	Yes
2013: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Plan funding arrangement – Insurance	Yes
2013-02-01	Plan benefit arrangement – Insurance	Yes
2012: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Plan funding arrangement – Insurance	Yes
2012-02-01	Plan benefit arrangement – Insurance	Yes
2011: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes
2009: BLUM, SHAPIRO & CO., P.C. EMPLOYEE BENEFITS PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	This submission is the final filing	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00459363
Policy instance	3
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	0473047-SL
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	0473047-SL
Policy instance	4
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number	XE473
Policy instance	5
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number	10085861001
Policy instance	6
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	SDPSCHAJ
Policy instance	7
DELTA DENTAL OF CT, INC. (National Association of Insurance Commissioners NAIC id number: 15987 )
Policy contract number	04285
Policy instance	8
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	701840
Policy instance	9
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number	10298911001
Policy instance	10
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00459363
Policy instance	3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	0473047-SL
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	0473047-SL
Policy instance	4
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number	XE473
Policy instance	5
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number	10085861001
Policy instance	6
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number
Policy instance	7
DELTA DENTAL OF CT, INC. (National Association of Insurance Commissioners NAIC id number: 15987 )
Policy contract number	04285
Policy instance	8
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	701840
Policy instance	9
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	0473047-SL
Policy instance	1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00459363
Policy instance	3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	473047-SL
Policy instance	4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	752184
Policy instance	5
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number	04285
Policy instance	6
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number	XE473
Policy instance	7
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number	10085861001
Policy instance	8
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number
Policy instance	9
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number	XE473
Policy instance	7
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number	04285
Policy instance	6
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	752184
Policy instance	5
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	473047-SL
Policy instance	4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00459363
Policy instance	3
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	800371
Policy instance	1
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number	XE473
Policy instance	8
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number	04285
Policy instance	7
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	8006549
Policy instance	5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	220977
Policy instance	6
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	473047
Policy instance	4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00459363
Policy instance	3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	800371
Policy instance	1
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	800371
Policy instance	9
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number	XE473
Policy instance	8
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00483849
Policy instance	9
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number	533138
Policy instance	10
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	800371
Policy instance	11
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	220977
Policy instance	6
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	8006549
Policy instance	5
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00459363
Policy instance	3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	800371
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	473047
Policy instance	4
DELTA DENTAL OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 55301 )
Policy contract number	3392-1
Policy instance	7
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	220977
Policy instance	7
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	1004117
Policy instance	5
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	473047
Policy instance	4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00459363
Policy instance	3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	8006549
Policy instance	6
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	800371
Policy instance	1
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number	8006549
Policy instance	6
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	473047
Policy instance	4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00459363
Policy instance	3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	800371
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	1004117
Policy instance	5
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	473047
Policy instance	6
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	473047
Policy instance	5
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	426926
Policy instance	3
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract number	800371
Policy instance	1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number	861512G
Policy instance	4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number	00383245
Policy instance	2

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Company Name:	BLUM, SHAPIRO & CO., P.C.
Employer identification number (EIN):	061009205
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
503	2020-02-01
503	2019-02-01			MATTHEW YOPCHICK	2020-07-20
503	2018-02-01	MATTHEW YOPCHICK	2019-08-20	MATTHEW YOPCHICK	2019-08-20
503	2017-02-01
503	2016-02-01
503	2015-02-01
503	2014-02-01
503	2013-02-01
503	2012-02-01	DINA OUELLETTE
503	2011-02-01	DINA OUELLETTE
503	2009-02-01	FREDERICK J. KAPLAN