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HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN 401k Plan overview

Plan NameHOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN
Plan identification number 505

HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Vision

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 FASHION ADVANTAGE OPTION VI PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052015-07-01
5052014-07-01
5052013-07-01
5052012-07-01SUSAN J. SANFORD
5052011-07-01SUSAN J. SANFORD
5052009-07-01SUSAN J. SANFORD

Plan Statistics for HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN

401k plan membership statisitcs for HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN

Measure Date Value
2015: HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01203
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 FASHION ADVANTAGE OPTION VI PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01176
Total number of active participants reported on line 7a of the Form 55002014-07-01202
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 participants2014-07-01202
Total participants2014-07-01202
2013: HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01191
Total number of active participants reported on line 7a of the Form 55002013-07-01175
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-01176
2012: HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01272
Total number of active participants reported on line 7a of the Form 55002012-07-01258
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01258
2011: HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01290
Total number of active participants reported on line 7a of the Form 55002011-07-01265
Number of retired or separated participants receiving benefits2011-07-016
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-01272
Total participants2011-07-01272
2009: HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01737
Total number of active participants reported on line 7a of the Form 55002009-07-01689
Total of all active and inactive participants2009-07-01689

Form 5500 Responses for HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI PLAN

2015: HOLY FAMILY INSTITUTE FASHION ADVANTAGE OPTION VI 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 FASHION ADVANTAGE OPTION VI 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 FASHION ADVANTAGE OPTION VI 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 FASHION ADVANTAGE OPTION VI 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 FASHION ADVANTAGE OPTION VI 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 FASHION ADVANTAGE OPTION VI 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 Covered211
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $320
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $228
Insurance broker organization code?3
Insurance broker nameTUCKER, JOHNSTON & SMELZER INC
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 Covered341
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $396
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $396
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
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 Covered315
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $386
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $386
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
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 Covered465
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $569
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $331
Insurance broker organization code?3
Insurance broker nameTRIAD USA, INC.
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01308904
Policy instance 1
Insurance contract or identification number01308904
Number of Individuals Covered513
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $633
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberHOL-001
Policy instance 1
Insurance contract or identification numberHOL-001
Number of Individuals Covered574
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $915
Total amount of fees paid to insurance companyUSD $2,058
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,731
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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