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PLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN 401k Plan overview

Plan NamePLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN
Plan identification number 502

PLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN Benefits

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

401k Sponsoring company profile

PLANNED COMPANIES HOLDING, INC. has sponsored the creation of one or more 401k plans.

Company Name:PLANNED COMPANIES HOLDING, INC.
Employer identification number (EIN):371559272
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Additional information about PLANNED COMPANIES HOLDING, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4471599

More information about PLANNED COMPANIES HOLDING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022017-01-01CATHERINE BRUNO CATHERINE BRUNO2018-07-09

Plan Statistics for PLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN

401k plan membership statisitcs for PLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN

Measure Date Value
2017: PLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01107
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010

Form 5500 Responses for PLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN

2017: PLANNED COMPANIES HOLDING, INC. DENTAL AND VISION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan 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 number00507639
Policy instance 1
Insurance contract or identification number00507639
Number of Individuals Covered251
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,459
Total amount of fees paid to insurance companyUSD $3,869
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 BenefitYes
Vision Insurance Welfare BenefitYes
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 $151,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $3,874
Insurance broker organization code?3
Amount paid for insurance broker fees3869
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker namePROFESSIONAL PENSIONS, INC.

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