401k Plan data: TANNER LLC HEALTH & BENEFITS PLAN plan

TANNER LLC HEALTH & BENEFITS PLAN 401k Plan overview

Plan Name	TANNER LLC HEALTH & BENEFITS PLAN
Plan identification number	501

TANNER LLC HEALTH & 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 Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TANNER LLC has sponsored the creation of one or more 401k plans.

Company Name: TANNER LLC

Employer identification number (EIN): 202253063

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TANNER LLC HEALTH & BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2023-01-01 MARK ERICKSON 2024-06-17
501 2022-01-01 MARK ERICKSON 2023-06-12
501 2021-01-01 JEFF BICKEL 2022-05-19
501 2020-01-01 JEFF BICKEL 2021-06-01
501 2019-01-01 JEFFREY G BICKEL 2020-07-17
501 2018-01-01 JEFFREY G. BICKEL 2019-07-29
501 2017-01-01 JEFFREY BICKEL JEFFREY BICKEL 2018-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2023-01-01	MARK ERICKSON	2024-06-17
501	2022-01-01	MARK ERICKSON	2023-06-12
501	2021-01-01	JEFF BICKEL	2022-05-19
501	2020-01-01	JEFF BICKEL	2021-06-01
501	2019-01-01	JEFFREY G BICKEL	2020-07-17
501	2018-01-01	JEFFREY G. BICKEL	2019-07-29
501	2017-01-01	JEFFREY BICKEL		JEFFREY BICKEL	2018-10-15

Plan Statistics for TANNER LLC HEALTH & BENEFITS PLAN

401k plan membership statisitcs for TANNER LLC HEALTH & BENEFITS PLAN

Measure Date Value
2023: TANNER LLC HEALTH & BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 210
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 210
Number of employers contributing to the scheme 2023-01-01 0
2022: TANNER LLC HEALTH & BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 179
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 179
Number of employers contributing to the scheme 2022-01-01 0
2021: TANNER LLC HEALTH & BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 165
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 165
Number of employers contributing to the scheme 2021-01-01 0
2020: TANNER LLC HEALTH & BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 160
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 161
Number of employers contributing to the scheme 2020-01-01 0
2019: TANNER LLC HEALTH & BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 123
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 125
Number of employers contributing to the scheme 2019-01-01 0
2018: TANNER LLC HEALTH & BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 134
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 134
Number of employers contributing to the scheme 2018-01-01 0
2017: TANNER LLC HEALTH & BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 104
Total of all active and inactive participants 2017-01-01 104
Total participants 2017-01-01 104

Measure	Date	Value
2023: TANNER LLC HEALTH & BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	210
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	210
Number of employers contributing to the scheme	2023-01-01	0
2022: TANNER LLC HEALTH & BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	179
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	179
Number of employers contributing to the scheme	2022-01-01	0
2021: TANNER LLC HEALTH & BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	165
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	165
Number of employers contributing to the scheme	2021-01-01	0
2020: TANNER LLC HEALTH & BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	160
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	161
Number of employers contributing to the scheme	2020-01-01	0
2019: TANNER LLC HEALTH & BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	123
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	125
Number of employers contributing to the scheme	2019-01-01	0
2018: TANNER LLC HEALTH & BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	134
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	134
Number of employers contributing to the scheme	2018-01-01	0
2017: TANNER LLC HEALTH & BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	104
Total of all active and inactive participants	2017-01-01	104
Total participants	2017-01-01	104

Form 5500 Responses for TANNER LLC HEALTH & BENEFITS PLAN

2023: TANNER LLC HEALTH & BENEFITS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: TANNER LLC HEALTH & BENEFITS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: TANNER LLC HEALTH & BENEFITS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: TANNER LLC HEALTH & BENEFITS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: TANNER LLC HEALTH & BENEFITS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: TANNER LLC HEALTH & BENEFITS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: TANNER LLC HEALTH & BENEFITS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

702998

Policy instance

Insurance contract or identification number	702998
Number of Individuals Covered	210
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $15,103
Total amount of fees paid to insurance company	USD $4,537
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DENTAL MANAGEMENT ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: 77674 )

Policy contract number

TAN01012020

Policy instance

Insurance contract or identification number	TAN01012020
Number of Individuals Covered	148
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $3,594
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $89,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

702998

Policy instance

Insurance contract or identification number	702998
Number of Individuals Covered	179
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $13,608
Total amount of fees paid to insurance company	USD $3,988
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DENTAL MANAGEMENT ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: 77674 )

Policy contract number

TAN01012020

Policy instance

Insurance contract or identification number	TAN01012020
Number of Individuals Covered	121
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,998
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $74,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

702998

Policy instance

DENTAL MANAGEMENT ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: 77674 )

Policy contract number

TAN01012020

Policy instance

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )

Policy contract number

702998

Policy instance

DENTAL MANAGEMENT ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: 77674 )

Policy contract number

TAN01012020

Policy instance

EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )

Policy contract number

4971

Policy instance

SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 )

Policy contract number

417002412627

Policy instance

DENTAL MANAGEMENT ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

CQM UTH35943

Policy instance

TOTAL DENTAL ADMINISTRATORS OF UTAH,, INC. (National Association of Insurance Commissioners NAIC id number: 11560 )

Policy contract number

423790

Policy instance

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Company Name:	TANNER LLC
Employer identification number (EIN):	202253063
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants