MEDLOGIX, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN
401k plan membership statisitcs for CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN
| Measure | Date | Value |
|---|
| 2017: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 156 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 162 |
| Total of all active and inactive participants | 2017-03-01 | 162 |
| Total participants | 2017-03-01 | 162 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 0 |
| Number of employers contributing to the scheme | 2017-03-01 | 0 |
| 2016: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 170 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 156 |
| Total of all active and inactive participants | 2016-03-01 | 156 |
| Total participants | 2016-03-01 | 156 |
| 2014: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 160 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 1 |
| Total of all active and inactive participants | 2014-03-01 | 161 |
| Total participants | 2014-03-01 | 161 |
| 2013: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-15 | 206 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-15 | 195 |
| Number of retired or separated participants receiving benefits | 2013-03-15 | 1 |
| Total of all active and inactive participants | 2013-03-15 | 196 |
| Total participants | 2013-03-15 | 196 |
| 2012: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-15 | 210 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-15 | 205 |
| Number of retired or separated participants receiving benefits | 2012-03-15 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-03-15 | 0 |
| Total of all active and inactive participants | 2012-03-15 | 206 |
| 2011: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-15 | 149 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-15 | 202 |
| Number of retired or separated participants receiving benefits | 2011-03-15 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2011-03-15 | 0 |
| Total of all active and inactive participants | 2011-03-15 | 210 |
| 2009: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-15 | 289 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-15 | 235 |
| Number of retired or separated participants receiving benefits | 2009-03-15 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-15 | 0 |
| Total of all active and inactive participants | 2009-03-15 | 238 |
| 2017: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Single employer plan |
| 2017-03-01 | Submission has been amended | No |
| 2017-03-01 | This submission is the final filing | No |
| 2017-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-03-01 | Plan is a collectively bargained plan | No |
| 2017-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Single employer plan |
| 2016-03-01 | Submission has been amended | No |
| 2016-03-01 | This submission is the final filing | No |
| 2016-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-03-01 | Plan is a collectively bargained plan | No |
| 2016-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Single employer plan |
| 2014-03-01 | Submission has been amended | No |
| 2014-03-01 | This submission is the final filing | No |
| 2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-03-01 | Plan is a collectively bargained plan | No |
| 2014-03-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-03-15 | Type of plan entity | Single employer plan |
| 2013-03-15 | Submission has been amended | No |
| 2013-03-15 | This submission is the final filing | No |
| 2013-03-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-03-15 | Plan is a collectively bargained plan | No |
| 2013-03-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-03-15 | Plan benefit arrangement – Insurance | Yes |
| 2012: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-03-15 | Type of plan entity | Single employer plan |
| 2012-03-15 | Submission has been amended | No |
| 2012-03-15 | This submission is the final filing | No |
| 2012-03-15 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2012-03-15 | Plan is a collectively bargained plan | No |
| 2012-03-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-03-15 | Plan benefit arrangement – Insurance | Yes |
| 2011: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-03-15 | Type of plan entity | Single employer plan |
| 2011-03-15 | Submission has been amended | No |
| 2011-03-15 | This submission is the final filing | No |
| 2011-03-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-03-15 | Plan is a collectively bargained plan | No |
| 2011-03-15 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-03-15 | Plan benefit arrangement – Insurance | Yes |
| 2009: CONSOLIDATED SERVICES GROUP HEALTH/WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-03-15 | Type of plan entity | Single employer plan |
| 2009-03-15 | Submission has been amended | No |
| 2009-03-15 | This submission is the final filing | No |
| 2009-03-15 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-03-15 | Plan is a collectively bargained plan | No |
| 2009-03-15 | Plan funding arrangement – Insurance | Yes |
| 2009-03-15 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 339696 |
| Policy instance | 1 |
| Insurance contract or identification number | 339696 | | Number of Individuals Covered | 213 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $11,045 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $60,496 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,045 | | Insurance broker organization code? | 3 | | Total amount of fees paid to insurance company | USD $0 | | Insurance broker name | JAMES FRETZ |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 888938 |
| Policy instance | 2 |
| Insurance contract or identification number | 888938 | | Number of Individuals Covered | 162 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $5,347 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $123,009 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,347 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES FRETZ |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 888938 |
| Policy instance | 2 |
| Insurance contract or identification number | 888938 | | Number of Individuals Covered | 336 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,708 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $100,913 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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