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SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 401k Plan overview

Plan NameSOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN
Plan identification number 502

SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental
  • Vision

401k Sponsoring company profile

SOUTHERN ORTHOPEDIC ASSOCIATES SC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN ORTHOPEDIC ASSOCIATES SC
Employer identification number (EIN):371395805
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022015-02-01MICHELLE ANDOLSEK2020-08-10
5022014-02-01MICHELLE ANDOLSEK2020-08-10
5022013-02-01MICHELLE ANDOLSEK2020-08-10
5022012-02-01MICHELLE ANDOLSEK2020-08-10

Plan Statistics for SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN

401k plan membership statisitcs for SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN

Measure Date Value
2015: SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01159
Total number of active participants reported on line 7a of the Form 55002015-02-010
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-010
Number of employers contributing to the scheme2015-02-010
2014: SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01142
Total number of active participants reported on line 7a of the Form 55002014-02-01159
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-01159
Number of employers contributing to the scheme2014-02-010
2013: SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01137
Total number of active participants reported on line 7a of the Form 55002013-02-01142
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-01142
Number of employers contributing to the scheme2013-02-010
2012: SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01100
Total number of active participants reported on line 7a of the Form 55002012-02-01137
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-01137
Number of employers contributing to the scheme2012-02-010

Form 5500 Responses for SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN

2015: SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01This submission is the final filingYes
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: SOUTHERN ORTHOPEDIC ASSOCIATES DENTAL AND VISION PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01First time form 5500 has been submittedYes
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number508583
Policy instance 1
Insurance contract or identification number508583
Number of Individuals Covered180
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $11,407
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $114,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,407
Amount paid for insurance broker fees0
Insurance broker organization code?3
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number685396
Policy instance 1
Insurance contract or identification number685396
Number of Individuals Covered159
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $4,216
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $118,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,216
Amount paid for insurance broker fees0
Insurance broker organization code?3
ADVANTICA ADMINISTRATIVE SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12020201
Policy instance 1
Insurance contract or identification number12020201
Number of Individuals Covered335
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $7,068
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,068
Amount paid for insurance broker fees0
Insurance broker organization code?3
ADVANTICA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number12020201
Policy instance 2
Insurance contract or identification number12020201
Number of Individuals Covered234
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $1,289
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,289
Amount paid for insurance broker fees0
Insurance broker organization code?3
ADVANTICA ADMINISTRATIVE SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12020201
Policy instance 1
Insurance contract or identification number12020201
Number of Individuals Covered323
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $9,267
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,267
Amount paid for insurance broker fees0
Insurance broker organization code?3
ADVANTICA REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number12020201
Policy instance 2
Insurance contract or identification number12020201
Number of Individuals Covered210
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $1,239
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,239
Amount paid for insurance broker fees0
Insurance broker organization code?3

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