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HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 401k Plan overview

Plan NameHEALTH PLAN FOR KENYON COLLEGE EMPLOYEES
Plan identification number 501

HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES Benefits

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

401k Sponsoring company profile

KENYON COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:KENYON COLLEGE
Employer identification number (EIN):314379507
NAIC Classification:611000

Additional information about KENYON COLLEGE

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1824-12-29
Company Identification Number: 206668
Legal Registered Office Address: 209 CHASE AVE.
-
GAMBIER
United States of America (USA)
43022

More information about KENYON COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-07-01SHIRLEY OBRIEN SHIRLEY OBRIEN2017-04-07
5012014-07-01SHIRLEY OBRIEN
5012013-07-01SHIRLEY OBRIEN SHIRLEY OBRIEN2015-04-15
5012012-07-01SHIRLEY OBRIEN
5012011-07-01SHIRLEY OBRIEN
5012010-07-01SHIRLEY OBRIEN
5012009-07-01SHIRLEY OBRIEN

Plan Statistics for HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES

401k plan membership statisitcs for HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES

Measure Date Value
2015: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-07-01545
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
2014: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-07-01536
Total number of active participants reported on line 7a of the Form 55002014-07-01518
Number of retired or separated participants receiving benefits2014-07-0124
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01542
Total participants2014-07-01542
2013: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-07-01528
Total number of active participants reported on line 7a of the Form 55002013-07-01512
Number of retired or separated participants receiving benefits2013-07-0130
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01542
Total participants2013-07-01542
2012: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-07-01523
Total number of active participants reported on line 7a of the Form 55002012-07-01488
Number of retired or separated participants receiving benefits2012-07-0134
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01522
Total participants2012-07-01522
2011: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-07-01519
Total number of active participants reported on line 7a of the Form 55002011-07-01490
Number of retired or separated participants receiving benefits2011-07-0134
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01524
Total participants2011-07-01524
2010: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-07-01505
Total number of active participants reported on line 7a of the Form 55002010-07-01491
Number of retired or separated participants receiving benefits2010-07-0126
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01517
Total participants2010-07-01517
2009: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-07-01492
Total number of active participants reported on line 7a of the Form 55002009-07-01469
Number of retired or separated participants receiving benefits2009-07-0126
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01495

Form 5500 Responses for HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES

2015: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2010: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – General assets of the sponsorYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: HEALTH PLAN FOR KENYON COLLEGE EMPLOYEES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract number417008411216
Policy instance 1
Insurance contract or identification number417008411216
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $588,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberMSL3702919
Policy instance 1
Insurance contract or identification numberMSL3702919
Number of Individuals Covered542
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $401,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number223984
Policy instance 1
Insurance contract or identification number223984
Number of Individuals Covered542
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $50,882
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $555,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,882
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number223984
Policy instance 1
Insurance contract or identification number223984
Number of Individuals Covered522
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $44,496
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $444,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,496
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS. SERVICES INC.
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number430100010
Policy instance 1
Insurance contract or identification number430100010
Number of Individuals Covered524
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $44,114
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $441,143
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 number403010010
Policy instance 1
Insurance contract or identification number403010010
Number of Individuals Covered517
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $24,026
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $240,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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