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VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN 401k Plan overview

Plan NameVALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN
Plan identification number 501

VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • 10 or more employer plan under Code section 419A(f)(6).

401k Sponsoring company profile

VALBRIDGE PROPERTY ADVISORS, INC has sponsored the creation of one or more 401k plans.

Company Name:VALBRIDGE PROPERTY ADVISORS, INC
Employer identification number (EIN):452469085
NAIC Classification:531320
NAIC Description:Offices of Real Estate Appraisers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-06-01
5012023-06-01KARLENE PERRY
5012018-06-01
5012017-06-01
5012016-06-01KARLENE PERRY KARLENE PERRY2018-01-02
5012015-06-01KARLENE PERRY KARLENE PERRY2017-03-08
5012014-06-01KARLENE PERRY KARLENE PERRY2015-12-30
5012014-06-01 KARLENE PERRY2015-12-21

Form 5500 Responses for VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN

2023: VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN 2023 form 5500 responses
2023-06-01Type of plan entitySingle employer plan
2023-06-01Submission has been amendedNo
2023-06-01This submission is the final filingNo
2023-06-01This return/report is a short plan year return/report (less than 12 months)No
2023-06-01Plan is a collectively bargained planNo
2023-06-01Plan funding arrangement – InsuranceYes
2023-06-01Plan benefit arrangement – InsuranceYes
2018: VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulitple employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulitple employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulitple employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulitple employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulitple employer plan
2014-06-01First time form 5500 has been submittedYes
2014-06-01Submission has been amendedYes
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1142127
Policy instance 1
Insurance contract or identification number1142127
Number of Individuals Covered170
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $3,334
Total amount of fees paid to insurance companyUSD $1,559
Welfare Benefit Premiums Paid to CarrierUSD $66,392
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30077238
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00619048
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00619048
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0847154
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0847154
Policy instance 1

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