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ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. GROUP HEALTH PLAN. 401k Plan overview

Plan NameADVANCED ORTHOPAEDIC ASSOCIATES, P.A. GROUP HEALTH PLAN.
Plan identification number 501

ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. GROUP HEALTH PLAN. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED ORTHOPAEDIC ASSOCIATES, P.A.
Employer identification number (EIN):481253024
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ADVANCED ORTHOPAEDIC ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1996-11-15
Company Identification Number: P96000093863
Legal Registered Office Address: 201 EAST KENNEDY BLVD.

TAMPA

33601

More information about ADVANCED ORTHOPAEDIC ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. GROUP HEALTH PLAN.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01COURTNEY BACHRODT2024-08-20

Form 5500 Responses for ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. GROUP HEALTH PLAN.

2023: ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. GROUP HEALTH PLAN. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01First time form 5500 has been submittedYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0C7DG
Policy instance 1
Insurance contract or identification numberGLUG0C7DG
Number of Individuals Covered101
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $308
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPAC INC (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberAOA
Policy instance 4
Insurance contract or identification numberAOA
Number of Individuals Covered122
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $3,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1166791
Policy instance 5
Insurance contract or identification number1166791
Number of Individuals Covered163
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $3,664
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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