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HOLY FAMILY INSTITUTE DENTAL PLAN 401k Plan overview

Plan NameHOLY FAMILY INSTITUTE DENTAL PLAN
Plan identification number 501

HOLY FAMILY INSTITUTE DENTAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental

401k Sponsoring company profile

HOLY FAMILY INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:HOLY FAMILY INSTITUTE
Employer identification number (EIN):250984606
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about HOLY FAMILY INSTITUTE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 163345

More information about HOLY FAMILY INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLY FAMILY INSTITUTE DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01SUSAN J. SANFORD
5012011-07-01SUSAN J. SANFORD
5012009-07-01SUSAN J. SANFORD

Plan Statistics for HOLY FAMILY INSTITUTE DENTAL PLAN

401k plan membership statisitcs for HOLY FAMILY INSTITUTE DENTAL PLAN

Measure Date Value
2015: HOLY FAMILY INSTITUTE DENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01231
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
2014: HOLY FAMILY INSTITUTE DENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01199
Total number of active participants reported on line 7a of the Form 55002014-07-01229
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01229
Total participants2014-07-01229
2013: HOLY FAMILY INSTITUTE DENTAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01209
Total number of active participants reported on line 7a of the Form 55002013-07-01228
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-012
Total of all active and inactive participants2013-07-01231
2012: HOLY FAMILY INSTITUTE DENTAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01337
Total number of active participants reported on line 7a of the Form 55002012-07-01335
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01337
2011: HOLY FAMILY INSTITUTE DENTAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01355
Total number of active participants reported on line 7a of the Form 55002011-07-01328
Number of retired or separated participants receiving benefits2011-07-018
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-01337
Total participants2011-07-01337
2009: HOLY FAMILY INSTITUTE DENTAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01867
Total number of active participants reported on line 7a of the Form 55002009-07-01827
Total of all active and inactive participants2009-07-01827

Form 5500 Responses for HOLY FAMILY INSTITUTE DENTAL PLAN

2015: HOLY FAMILY INSTITUTE DENTAL PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: HOLY FAMILY INSTITUTE DENTAL PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: HOLY FAMILY INSTITUTE DENTAL PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: HOLY FAMILY INSTITUTE DENTAL PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: HOLY FAMILY INSTITUTE DENTAL PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: HOLY FAMILY INSTITUTE DENTAL PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01091503
Policy instance 1
Insurance contract or identification number01091503
Number of Individuals Covered249
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,168
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,868
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $807
Insurance broker organization code?3
Insurance broker nameTUCKER, JOHNSTON & SMELZER INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5999860
Policy instance 1
Insurance contract or identification number5999860
Number of Individuals Covered357
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,111
Total amount of fees paid to insurance companyUSD $1,502
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,111
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFITS SERVICES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05999860
Policy instance 1
Insurance contract or identification numberKM05999860
Number of Individuals Covered214
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $773
Total amount of fees paid to insurance companyUSD $1,132
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1122
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFITS SERVICES INC
UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62294 )
Policy contract number850201-000
Policy instance 1
Insurance contract or identification number850201-000
Number of Individuals Covered635
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameTRIAD USA, INC.
UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62294 )
Policy contract number850101-000
Policy instance 1
Insurance contract or identification number850101-000
Number of Individuals Covered664
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,368
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62294 )
Policy contract number850101-000
Policy instance 1
Insurance contract or identification number850101-000
Number of Individuals Covered663
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $5,782
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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