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THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN 401k Plan overview

Plan NameTHE CORE INSTITUTE VOLUNTARY BENEFITS PLAN
Plan identification number 509

THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.
Employer identification number (EIN):201456157
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092017-01-01
5092016-01-01

Plan Statistics for THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN

401k plan membership statisitcs for THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN

Measure Date Value
2017: THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01270
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
2016: THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01100
Total number of active participants reported on line 7a of the Form 55002016-01-01270
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01270

Form 5500 Responses for THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN

2017: THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE CORE INSTITUTE VOLUNTARY BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number243080
Policy instance 1
Insurance contract or identification number243080
Number of Individuals Covered486
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,314
Total amount of fees paid to insurance companyUSD $433
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $77,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,736
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.

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