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MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 401k Plan overview

Plan NameMATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN
Plan identification number 505

MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Vision

401k Sponsoring company profile

MATSON, DRISCOLL & DAMICO, LLP has sponsored the creation of one or more 401k plans.

Company Name:MATSON, DRISCOLL & DAMICO, LLP
Employer identification number (EIN):363799916
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052018-08-01CARYN SEGEROTH CARYN SEGEROTH2019-06-27
5052017-08-01CARYN SEGEROTH CARYN SEGEROTH2019-01-07
5052016-08-01CARYN SEGEROTH
5052015-08-01CARYN SEGEROTH
5052014-08-01CARYN SEGEROTH
5052013-08-01CARYN SEGEROTH
5052012-08-01CARYN SEGEROTH
5052011-08-01CARYN SEGEROTH
5052009-08-01WILLIAM BRADSHAW WILLIAM BRADSHAW2010-10-06

Plan Statistics for MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN

401k plan membership statisitcs for MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN

Measure Date Value
2018: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01151
Total number of active participants reported on line 7a of the Form 55002018-08-010
Number of retired or separated participants receiving benefits2018-08-010
Total of all active and inactive participants2018-08-010
2017: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01146
Total number of active participants reported on line 7a of the Form 55002017-08-01151
Total of all active and inactive participants2017-08-01151
2016: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01162
Total number of active participants reported on line 7a of the Form 55002016-08-01146
Total of all active and inactive participants2016-08-01146
Total participants2016-08-01146
2015: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01169
Total number of active participants reported on line 7a of the Form 55002015-08-01162
Total of all active and inactive participants2015-08-01162
Total participants2015-08-010
2014: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01164
Total number of active participants reported on line 7a of the Form 55002014-08-01169
Total of all active and inactive participants2014-08-01169
Total participants2014-08-010
2013: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01170
Total number of active participants reported on line 7a of the Form 55002013-08-01164
Total of all active and inactive participants2013-08-01164
Total participants2013-08-010
2012: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01165
Total number of active participants reported on line 7a of the Form 55002012-08-01170
Total of all active and inactive participants2012-08-01170
Total participants2012-08-010
2011: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01160
Total number of active participants reported on line 7a of the Form 55002011-08-01165
Total of all active and inactive participants2011-08-01165
Total participants2011-08-01165
2009: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01180
Total number of active participants reported on line 7a of the Form 55002009-08-01180
Total of all active and inactive participants2009-08-01180
Total participants2009-08-01180

Form 5500 Responses for MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN

2018: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingYes
2018-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2009: MATSON DRISCOLL & DAMICO LLP GROUP VISION PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12076093
Policy instance 1
Insurance contract or identification number12076093
Number of Individuals Covered149
Insurance policy start date2018-08-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,131
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,131
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12076093
Policy instance 1
Insurance contract or identification number12076093
Number of Individuals Covered151
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $2,932
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,476
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12076093
Policy instance 1
Insurance contract or identification number12076093
Number of Individuals Covered162
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,188
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,188
Insurance broker organization code?3
Insurance broker nameMID AMERICAN GROUP INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12076093
Policy instance 1
Insurance contract or identification number12076093
Number of Individuals Covered169
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,288
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,288
Insurance broker organization code?3
Insurance broker nameMID AMERICAN GROUP INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12076093
Policy instance 1
Insurance contract or identification number12076093
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $3,037
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,037
Insurance broker organization code?3
Insurance broker nameMID AMERICAN GROUP INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12076093
Policy instance 1
Insurance contract or identification number12076093
Number of Individuals Covered170
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $2,667
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,667
Insurance broker organization code?3
Insurance broker nameMID AMERICAN GROUP, INC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12076093
Policy instance 1
Insurance contract or identification number12076093
Number of Individuals Covered165
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $2,610
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12076093
Policy instance 1
Insurance contract or identification number12076093
Number of Individuals Covered160
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $2,709
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 $27,086
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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