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ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 401k Plan overview

Plan NameADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY
Plan identification number 502

ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

ADVANCED ORTHOPAEDICS & REHABILITATION, LLC has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED ORTHOPAEDICS & REHABILITATION, LLC
Employer identification number (EIN):262620544
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022016-01-01
5022015-01-01
5022014-01-01
5022013-01-01
5022012-01-01JOSEPH P STRACCI

Plan Statistics for ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY

401k plan membership statisitcs for ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY

Measure Date Value
2016: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year2016-01-01138
Total number of active participants reported on line 7a of the Form 55002016-01-0158
Total of all active and inactive participants2016-01-0158
Total participants2016-01-0158
2015: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Total of all active and inactive participants2015-01-01138
Total participants2015-01-01138
2014: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year2014-01-01107
Total number of active participants reported on line 7a of the Form 55002014-01-01121
Total of all active and inactive participants2014-01-01121
Total participants2014-01-01121
2013: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year2013-01-01106
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01107
2012: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01106
Total participants2012-01-01106

Form 5500 Responses for ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY

2016: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ADVANCED ORTHOPAEDICS & REHABILITATION BENEFITS PLAN FOR AD&D, GROUP LIFE AND LONG TERM DISABILITY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number000000210469
Policy instance 1
Insurance contract or identification number000000210469
Number of Individuals Covered138
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $5,446
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTIAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $60,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,446
Insurance broker organization code?4
Insurance broker nameTHE JJAN FINANCIAL GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number000000210469
Policy instance 1
Insurance contract or identification number000000210469
Number of Individuals Covered121
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $5,233
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTIAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $56,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $5,233
Insurance broker organization code?4
Insurance broker nameTHE JJAN FINANCIAL GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number210469
Policy instance 1
Insurance contract or identification number210469
Number of Individuals Covered107
Insurance policy start date2013-01-01
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $4,618
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTIAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $52,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,618
Insurance broker organization code?4
Insurance broker nameTHE JJAN FINANCIAL GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number210469
Policy instance 1
Insurance contract or identification number210469
Number of Individuals Covered106
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $4,444
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTIAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $47,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,444
Insurance broker organization code?4
Insurance broker nameTHE JJAN FINANCIAL GROUP, INC.

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