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SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 401k Plan overview

Plan NameSIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY
Plan identification number 501

SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

SIU PHYSICIANS & SURGEONS, INC has sponsored the creation of one or more 401k plans.

Company Name:SIU PHYSICIANS & SURGEONS, INC
Employer identification number (EIN):364143823
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-10-01
5012023-10-01JOHN HORVAT
5012022-10-01
5012022-10-01JOHN HORVAT
5012021-10-01
5012021-10-01JOHN HORVAT
5012020-10-01
5012019-10-01
5012017-10-01ELIZABETH COLLIER ELIZABETH COLLIER2019-01-23
5012016-10-01NELSON WEICHOLD NELSON WEICHOLD2018-02-23
5012015-10-01NELSON WEICHOLD NELSON WEICHOLD2017-04-25
5012014-10-01NELSON WEICHOLD NELSON WEICHOLD2016-06-02
5012013-10-01NELSON WEICHOLD NELSON WEICHOLD2015-04-30
5012012-10-01NELSON WEICHOLD NELSON WEICHOLD2014-04-30
5012011-10-01WENDY COX-LARGENT WENDY COX-LARGENT2013-04-19
5012009-10-01WENDY COX-LARGENT

Plan Statistics for SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY

401k plan membership statisitcs for SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY

Measure Date Value
2023: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2023 401k membership
Total participants, beginning-of-year2023-10-01282
Total number of active participants reported on line 7a of the Form 55002023-10-01271
Total of all active and inactive participants2023-10-01271
Total participants2023-10-01271
2022: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2022 401k membership
Total participants, beginning-of-year2022-10-01285
Total number of active participants reported on line 7a of the Form 55002022-10-01282
Total of all active and inactive participants2022-10-01282
Total participants2022-10-01282
2021: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2021 401k membership
Total participants, beginning-of-year2021-10-01273
Total number of active participants reported on line 7a of the Form 55002021-10-01285
Total of all active and inactive participants2021-10-01285
Total participants2021-10-01285
2020: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2020 401k membership
Total participants, beginning-of-year2020-10-01263
Total number of active participants reported on line 7a of the Form 55002020-10-01273
Total of all active and inactive participants2020-10-01273
Total participants2020-10-01273
2019: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2019 401k membership
Total participants, beginning-of-year2019-10-01260
Total number of active participants reported on line 7a of the Form 55002019-10-01263
Total of all active and inactive participants2019-10-01263
Total participants2019-10-01263
2017: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2017 401k membership
Total participants, beginning-of-year2017-10-01239
Total number of active participants reported on line 7a of the Form 55002017-10-01252
Total of all active and inactive participants2017-10-01252
Total participants2017-10-01252
2016: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year2016-10-01252
Total number of active participants reported on line 7a of the Form 55002016-10-01239
Total of all active and inactive participants2016-10-01239
Total participants2016-10-01239
2015: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year2015-10-01262
Total number of active participants reported on line 7a of the Form 55002015-10-01252
Total of all active and inactive participants2015-10-01252
Total participants2015-10-01252
2014: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year2014-10-01255
Total number of active participants reported on line 7a of the Form 55002014-10-01262
Total of all active and inactive participants2014-10-01262
Total participants2014-10-01262
2013: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year2013-10-01244
Total number of active participants reported on line 7a of the Form 55002013-10-01255
Total of all active and inactive participants2013-10-01255
Total participants2013-10-01255
2012: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year2012-10-01264
Total number of active participants reported on line 7a of the Form 55002012-10-01244
Total of all active and inactive participants2012-10-01244
Total participants2012-10-01244
2011: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year2011-10-01267
Total number of active participants reported on line 7a of the Form 55002011-10-01264
Total of all active and inactive participants2011-10-01264
Total participants2011-10-01264
2009: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year2009-10-01258
Total number of active participants reported on line 7a of the Form 55002009-10-01258
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Form 5500 Responses for SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY

2023: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2023 form 5500 responses
2023-10-01Type of plan entitySingle employer plan
2023-10-01Submission has been amendedNo
2023-10-01This submission is the final filingNo
2023-10-01This return/report is a short plan year return/report (less than 12 months)No
2023-10-01Plan is a collectively bargained planNo
2023-10-01Plan funding arrangement – InsuranceYes
2023-10-01Plan benefit arrangement – InsuranceYes
2022: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – InsuranceYes
2021: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2017: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
Insurance contract or identification number659682
Number of Individuals Covered271
Insurance policy start date2023-10-01
Insurance policy end date2024-09-30
Total amount of commissions paid to insurance brokerUSD $39,107
Total amount of fees paid to insurance companyUSD $9,228
Are there contracts with allocated funds for individual policies?0
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number659682
Policy instance 1

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