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GOOSEHEAD INSURANCE HEALTH PLAN 401k Plan overview

Plan NameGOOSEHEAD INSURANCE HEALTH PLAN
Plan identification number 501

GOOSEHEAD INSURANCE HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

GOOSEHEAD INSURANCE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:GOOSEHEAD INSURANCE AGENCY
Employer identification number (EIN):262637311
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOOSEHEAD INSURANCE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-05-01DERICKA MARSHALL2023-11-20
5012021-05-01DERICKA MARSHALL2022-11-03
5012020-05-01DERICKA MARSHALL2022-02-03
5012019-05-01THAO NGUYEN2021-02-04
5012018-05-01SHANA R. CAPODAGLI2020-02-04
5012017-05-01
5012016-05-01SHANA HARTFORD

Plan Statistics for GOOSEHEAD INSURANCE HEALTH PLAN

401k plan membership statisitcs for GOOSEHEAD INSURANCE HEALTH PLAN

Measure Date Value
2022: GOOSEHEAD INSURANCE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01484
Total number of active participants reported on line 7a of the Form 55002022-05-010
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-010
Number of employers contributing to the scheme2022-05-010
2021: GOOSEHEAD INSURANCE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01385
Total number of active participants reported on line 7a of the Form 55002021-05-01484
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01484
Number of employers contributing to the scheme2021-05-010
2020: GOOSEHEAD INSURANCE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01377
Total number of active participants reported on line 7a of the Form 55002020-05-01382
Number of retired or separated participants receiving benefits2020-05-013
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-01385
Number of employers contributing to the scheme2020-05-010
2019: GOOSEHEAD INSURANCE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01297
Total number of active participants reported on line 7a of the Form 55002019-05-01377
Number of retired or separated participants receiving benefits2019-05-014
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-01381
Number of employers contributing to the scheme2019-05-010
2018: GOOSEHEAD INSURANCE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01215
Total number of active participants reported on line 7a of the Form 55002018-05-01282
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-01282
Number of employers contributing to the scheme2018-05-010
2017: GOOSEHEAD INSURANCE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01159
Total number of active participants reported on line 7a of the Form 55002017-05-01208
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01208
Number of employers contributing to the scheme2017-05-010
2016: GOOSEHEAD INSURANCE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01133
Total number of active participants reported on line 7a of the Form 55002016-05-01158
Number of retired or separated participants receiving benefits2016-05-011
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01159

Form 5500 Responses for GOOSEHEAD INSURANCE HEALTH PLAN

2022: GOOSEHEAD INSURANCE HEALTH PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01This submission is the final filingYes
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – InsuranceYes
2021: GOOSEHEAD INSURANCE HEALTH PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – InsuranceYes
2020: GOOSEHEAD INSURANCE HEALTH PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: GOOSEHEAD INSURANCE HEALTH PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: GOOSEHEAD INSURANCE HEALTH PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – General assets of the sponsorYes
2017: GOOSEHEAD INSURANCE HEALTH PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: GOOSEHEAD INSURANCE HEALTH PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01First time form 5500 has been submittedYes
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number340901
Policy instance 1
Insurance contract or identification number340901
Number of Individuals Covered1247
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $387,186
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,259,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $257,524
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF027316
Policy instance 2
Insurance contract or identification numberF027316
Number of Individuals Covered707
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $8,388
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,445
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number917510
Policy instance 1
Insurance contract or identification number917510
Number of Individuals Covered1137
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $9,321
Total amount of fees paid to insurance companyUSD $169,631
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,214,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,321
Amount paid for insurance broker fees169631
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number917510
Policy instance 1
Insurance contract or identification number917510
Number of Individuals Covered592
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $7,763
Total amount of fees paid to insurance companyUSD $119,554
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,196,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,763
Amount paid for insurance broker fees119554
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number917510
Policy instance 1
Insurance contract or identification number917510
Number of Individuals Covered405
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $4,422
Total amount of fees paid to insurance companyUSD $68,655
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,835,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,422
Amount paid for insurance broker fees68655
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911292
Policy instance 1
Insurance contract or identification number911292
Number of Individuals Covered318
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $12,624
Total amount of fees paid to insurance companyUSD $34,053
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,003,639
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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