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ORTEGA FAMILY ENTERPRISES BENEFIT PLAN 401k Plan overview

Plan NameORTEGA FAMILY ENTERPRISES BENEFIT PLAN
Plan identification number 501

ORTEGA FAMILY ENTERPRISES BENEFIT PLAN Benefits

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

401k Sponsoring company profile

ORTEGA FAMILY ENTERPRISES has sponsored the creation of one or more 401k plans.

Company Name:ORTEGA FAMILY ENTERPRISES
Employer identification number (EIN):271727087
NAIC Classification:721210
NAIC Description: RV (Recreational Vehicle) Parks and Recreational Camps

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTEGA FAMILY ENTERPRISES BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-04-01

Plan Statistics for ORTEGA FAMILY ENTERPRISES BENEFIT PLAN

401k plan membership statisitcs for ORTEGA FAMILY ENTERPRISES BENEFIT PLAN

Measure Date Value
2017: ORTEGA FAMILY ENTERPRISES BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01150
Total number of active participants reported on line 7a of the Form 55002017-04-01150
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01150

Form 5500 Responses for ORTEGA FAMILY ENTERPRISES BENEFIT PLAN

2017: ORTEGA FAMILY ENTERPRISES BENEFIT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01First time form 5500 has been submittedYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0910992
Policy instance 1
Insurance contract or identification number0910992
Number of Individuals Covered125
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,491
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $611,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF NEW MEXICO (National Association of Insurance Commissioners NAIC id number: 47287 )
Policy contract number12777
Policy instance 2
Insurance contract or identification number12777
Number of Individuals Covered133
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $4,530
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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