SOUTHFIELD OPCO LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST
401k plan membership statisitcs for MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2021: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 46 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 26 |
| Total of all active and inactive participants | 2021-01-01 | 73 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 73 |
| Number of participants with account balances | 2021-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 71 |
| Number of participants with account balances | 2020-01-01 | 58 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 14 |
| Total of all active and inactive participants | 2019-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 63 |
| Number of participants with account balances | 2019-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 70 |
| Number of participants with account balances | 2018-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 81 |
| Number of participants with account balances | 2017-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $33,547 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $22,784 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $17,108 |
| Total plan assets at end of year | 2021-12-31 | $231,736 |
| Total plan assets at beginning of year | 2021-12-31 | $220,973 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $8,805 |
| Other income received | 2021-12-31 | $12,648 |
| Net income (gross income less expenses) | 2021-12-31 | $10,763 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $231,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $220,973 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $12,094 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,676 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $57,183 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $82,607 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $76,799 |
| Total plan assets at end of year | 2020-12-31 | $220,973 |
| Total plan assets at beginning of year | 2020-12-31 | $246,397 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $9,566 |
| Other income received | 2020-12-31 | $12,922 |
| Net income (gross income less expenses) | 2020-12-31 | $-25,424 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $220,973 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $246,397 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $34,695 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,808 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $42,084 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $43,693 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $37,520 |
| Total plan assets at end of year | 2019-12-31 | $246,397 |
| Total plan assets at beginning of year | 2019-12-31 | $248,006 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $13,440 |
| Other income received | 2019-12-31 | $17,119 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,609 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $246,397 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $248,006 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $11,525 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,173 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $26,794 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $15,154 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $10,035 |
| Total plan assets at end of year | 2018-12-31 | $248,006 |
| Total plan assets at beginning of year | 2018-12-31 | $236,366 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $14,075 |
| Other income received | 2018-12-31 | $-1,281 |
| Net income (gross income less expenses) | 2018-12-31 | $11,640 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $248,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $236,366 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $14,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,119 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $42,347 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $16,172 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $11,183 |
| Total plan assets at end of year | 2017-12-31 | $236,366 |
| Total plan assets at beginning of year | 2017-12-31 | $210,191 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $13,945 |
| Other income received | 2017-12-31 | $11,727 |
| Net income (gross income less expenses) | 2017-12-31 | $26,175 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $236,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $210,191 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $2,435 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $16,675 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,989 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2021: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MEDILODGE OF SOUTHFIELD COLLECTIVELY BARGAINED 401(K) PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP38846/FEW5 |
| Policy instance | 1 |
| Insurance contract or identification number | GP38846/FEW5 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $113 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 113 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP38846/FEW5 |
| Policy instance | 1 |
| Insurance contract or identification number | GP38846/FEW5 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $113 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 113 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP38846/FEW5 |
| Policy instance | 1 |
| Insurance contract or identification number | GP38846/FEW5 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $125 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 125 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP38846/FEW5 |
| Policy instance | 1 |
| Insurance contract or identification number | GP38846/FEW5 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $136 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 136 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | GP38846/FEW5 |
| Policy instance | 1 |
| Insurance contract or identification number | GP38846/FEW5 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $135 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $0 | | Amount paid for insurance broker fees | 107 | | Additional information about fees paid to insurance broker | TPA SUBSIDY | | Insurance broker organization code? | 5 | | Insurance broker name | THE RETIREMENT ADVANTAGE, INC |
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