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MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 401k Plan overview

Plan NameMILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN
Plan identification number 501

MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

MILWAUKEE HEALTH SERVICES has sponsored the creation of one or more 401k plans.

Company Name:MILWAUKEE HEALTH SERVICES
Employer identification number (EIN):391664109
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01
5012020-09-01LAURIE YAKE2022-03-31 LAURIE YAKE2022-03-31
5012019-09-01
5012018-09-01
5012017-09-01TANYA STAMPS TANYA STAMPS2019-02-20
5012016-09-01TANYA STAMPS TANYA STAMPS2018-02-19
5012015-09-01TANYA STAMPS TANYA STAMPS2017-02-16
5012014-09-01DONNA WOLAK DONNA WOLAK2016-05-09
5012013-09-01DONNA WOLAK DONNA WOLAK2015-07-16
5012012-09-01DONNA WOLAK DONNA WOLAK2014-04-10
5012011-09-01JULIA L HARRIS ROBINSON JULIA L HARRIS ROBINSON2013-03-20
5012009-09-01JULIA HARRIS ROBINSON JULIA HARRIS ROBINSON2011-02-14

Plan Statistics for MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN

401k plan membership statisitcs for MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN

Measure Date Value
2021: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01221
Total number of active participants reported on line 7a of the Form 55002021-09-01181
Total of all active and inactive participants2021-09-01181
2020: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01221
Total number of active participants reported on line 7a of the Form 55002020-09-01166
Total of all active and inactive participants2020-09-01166
2019: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01277
Total number of active participants reported on line 7a of the Form 55002019-09-01221
Total of all active and inactive participants2019-09-01221
2018: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01102
Total number of active participants reported on line 7a of the Form 55002018-09-01277
Total of all active and inactive participants2018-09-01277
2017: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01160
Total number of active participants reported on line 7a of the Form 55002017-09-0198
Total of all active and inactive participants2017-09-0198
2016: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01149
Total number of active participants reported on line 7a of the Form 55002016-09-01160
Total of all active and inactive participants2016-09-01160
2015: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01180
Total number of active participants reported on line 7a of the Form 55002015-09-01149
Total of all active and inactive participants2015-09-01149
2014: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01180
Total number of active participants reported on line 7a of the Form 55002014-09-01180
Total of all active and inactive participants2014-09-01180
2013: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-0183
Total number of active participants reported on line 7a of the Form 55002013-09-0161
Total of all active and inactive participants2013-09-0161
2012: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01374
Total number of active participants reported on line 7a of the Form 55002012-09-0192
Total of all active and inactive participants2012-09-0192
2011: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01209
Total number of active participants reported on line 7a of the Form 55002011-09-01374
Total of all active and inactive participants2011-09-01374
2009: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01201
Total number of active participants reported on line 7a of the Form 55002009-09-01191
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01191
Total participants2009-09-010

Form 5500 Responses for MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN

2021: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedYes
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: MILWAUKEE HEALTH SERVICES FLEXIBLE BENEFIT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01First time form 5500 has been submittedYes
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number305816
Policy instance 4
Insurance contract or identification number305816
Number of Individuals Covered55
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $4,957
Other welfare benefits providedCRITICAL ILLNESS, ACCIDENT PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $37,835
Commission paid to Insurance BrokerUSD $4,957
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 )
Policy contract numberL00908
Policy instance 3
Insurance contract or identification numberL00908
Number of Individuals Covered181
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $47,893
Total amount of fees paid to insurance companyUSD $1,088
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,658,401
Commission paid to Insurance BrokerUSD $47,893
Insurance broker organization code?3
Amount paid for insurance broker fees1088
CARE-PLUS DENTAL PLANS INC. (National Association of Insurance Commissioners NAIC id number: 55328 )
Policy contract numberPPD552
Policy instance 2
Insurance contract or identification numberPPD552
Number of Individuals Covered73
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $1,664
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,802
Commission paid to Insurance BrokerUSD $1,664
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract numberCM10000294
Policy instance 1
Insurance contract or identification numberCM10000294
Number of Individuals Covered147
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $12,253
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $163,597
Commission paid to Insurance BrokerUSD $12,253
Insurance broker organization code?3
CARE-PLUS DENTAL PLANS INC. (National Association of Insurance Commissioners NAIC id number: 55328 )
Policy contract numberPPD552
Policy instance 1
Insurance contract or identification numberPPD552
Number of Individuals Covered101
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $2,100
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,255
Commission paid to Insurance BrokerUSD $2,100
Insurance broker organization code?3
CARE-PLUS DENTAL PLANS INC. (National Association of Insurance Commissioners NAIC id number: 55328 )
Policy contract numberPPD552
Policy instance 3
Insurance contract or identification numberPPD552
Number of Individuals Covered83
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $1,363
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,042
Commission paid to Insurance BrokerUSD $1,363
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0915293
Policy instance 2
Insurance contract or identification number0915293
Number of Individuals Covered221
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $2,844
Total amount of fees paid to insurance companyUSD $4,658
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,454,650
Commission paid to Insurance BrokerUSD $2,844
Amount paid for insurance broker fees4658
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00543324
Policy instance 1
Insurance contract or identification number00543324
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $14,935
Total amount of fees paid to insurance companyUSD $5,297
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, OPTIONAL AD&D, OPTIONAL LIFE, SHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $103,910
Commission paid to Insurance BrokerUSD $14,935
Amount paid for insurance broker fees5297
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0915293
Policy instance 2
Insurance contract or identification number0915293
Number of Individuals Covered277
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $4,469
Total amount of fees paid to insurance companyUSD $54,869
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCRITICAL ILLNESS & ACCIDENTAL COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $1,371,648
Commission paid to Insurance BrokerUSD $4,469
Amount paid for insurance broker fees54869
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT & BONUS
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00543324
Policy instance 1
Insurance contract or identification number00543324
Number of Individuals Covered152
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $12,880
Total amount of fees paid to insurance companyUSD $4,166
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, OPTIONAL AD&D, OPTIONAL LIFE, SHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $100,970
Commission paid to Insurance BrokerUSD $12,880
Amount paid for insurance broker fees4166
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number545193
Policy instance 3
Insurance contract or identification number545193
Number of Individuals Covered98
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $41,590
Total amount of fees paid to insurance companyUSD $422
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,364,275
KANAWHA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65110 )
Policy contract number897975
Policy instance 2
Insurance contract or identification number897975
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $1,221
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL CRITICAL INS, ADD-VOLUNTARY, WVB AD&D GROUP VOLUNTARY, SECURE LIFE
Welfare Benefit Premiums Paid to CarrierUSD $15,335
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number545193
Policy instance 1
Insurance contract or identification number545193
Number of Individuals Covered98
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $4,902
Total amount of fees paid to insurance companyUSD $711
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,020

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