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H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM 401k Plan overview

Plan NameH & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM
Plan identification number 515

H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

H&R BLOCK MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:H&R BLOCK MANAGEMENT, LLC
Employer identification number (EIN):431632589
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5152012-01-01GINA MONGER
5152011-01-01GINA MONGER
5152009-01-01RYAN GAMBLE

Plan Statistics for H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM

401k plan membership statisitcs for H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM

Measure Date Value
2012: H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-011,216
Total number of active participants reported on line 7a of the Form 55002012-01-01866
Number of retired or separated participants receiving benefits2012-01-01248
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,114
2011: H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-011,054
Total number of active participants reported on line 7a of the Form 55002011-01-011,216
Number of retired or separated participants receiving benefits2011-01-01217
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,433
2009: H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-01645
Total number of active participants reported on line 7a of the Form 55002009-01-01823
Number of retired or separated participants receiving benefits2009-01-01498
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,321

Form 5500 Responses for H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM

2012: H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: H & R BLOCK LIMITED MEDICAL BENEFIT PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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