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UNIVERSITY OF MARY HEALTH INSURANCE PLAN 401k Plan overview

Plan NameUNIVERSITY OF MARY HEALTH INSURANCE PLAN
Plan identification number 503

UNIVERSITY OF MARY HEALTH INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

UNIVERSITY OF MARY has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF MARY
Employer identification number (EIN):450273403
NAIC Classification:611000

Additional information about UNIVERSITY OF MARY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3506462

More information about UNIVERSITY OF MARY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF MARY HEALTH INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032015-10-01BONNIE DAHL
5032014-10-01BONNIE DAHL
5032013-10-01CHERYL EVENSVOLD
5032012-10-01SISTER ROSANNE ZASTOUPIL
5032011-10-01SR. ROSANNE ZASTOUPIL
5032010-10-01SISTER ROSANNE ZASTOUPIL
5032009-10-01SISTER ROSANNE ZASTOUPIL

Plan Statistics for UNIVERSITY OF MARY HEALTH INSURANCE PLAN

401k plan membership statisitcs for UNIVERSITY OF MARY HEALTH INSURANCE PLAN

Measure Date Value
2015: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01223
Total number of active participants reported on line 7a of the Form 55002015-10-010
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-010
2014: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01210
Total number of active participants reported on line 7a of the Form 55002014-10-01223
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-01223
2013: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01199
Total number of active participants reported on line 7a of the Form 55002013-10-01223
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-01223
2012: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01198
Total number of active participants reported on line 7a of the Form 55002012-10-01191
Number of other retired or separated participants entitled to future benefits2012-10-014
Total of all active and inactive participants2012-10-01195
2011: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01193
Total number of active participants reported on line 7a of the Form 55002011-10-01196
Number of other retired or separated participants entitled to future benefits2011-10-012
Total of all active and inactive participants2011-10-01198
2010: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01188
Total number of active participants reported on line 7a of the Form 55002010-10-01187
Number of retired or separated participants receiving benefits2010-10-014
Number of other retired or separated participants entitled to future benefits2010-10-012
Total of all active and inactive participants2010-10-01193
2009: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01191
Total number of active participants reported on line 7a of the Form 55002009-10-01178
Number of retired or separated participants receiving benefits2009-10-012
Total of all active and inactive participants2009-10-01180

Form 5500 Responses for UNIVERSITY OF MARY HEALTH INSURANCE PLAN

2015: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 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 filingYes
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 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 – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 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: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: UNIVERSITY OF MARY HEALTH INSURANCE PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number5695
Policy instance 1
Insurance contract or identification number5695
Number of Individuals Covered524
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $55,442
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,442
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INSURANCE SERVICES
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number5695
Policy instance 1
Insurance contract or identification number5695
Number of Individuals Covered438
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number5695
Policy instance 1
Insurance contract or identification number5695
Number of Individuals Covered434
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number5695
Policy instance 1
Insurance contract or identification number5695
Number of Individuals Covered416
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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