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SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 401k Plan overview

Plan NameSAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN
Plan identification number 505

SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

SAMUEL I. WHITE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SAMUEL I. WHITE, P.C.
Employer identification number (EIN):541096577
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052020-05-01
5052019-05-01
5052017-05-01BARBARA POWELL
5052016-05-01BARBARA POWELL
5052015-05-01EMMANUEL VOCES
5052014-05-01EMMANUEL VOCES

Plan Statistics for SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN

401k plan membership statisitcs for SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN

Measure Date Value
2020: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01106
Total number of active participants reported on line 7a of the Form 55002020-05-0148
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-0148
2019: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01173
Total number of active participants reported on line 7a of the Form 55002019-05-01106
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-01106
2017: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01203
Total number of active participants reported on line 7a of the Form 55002017-05-01149
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01149
2016: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01189
Total number of active participants reported on line 7a of the Form 55002016-05-01164
Number of retired or separated participants receiving benefits2016-05-012
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01166
2015: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01231
Total number of active participants reported on line 7a of the Form 55002015-05-01181
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-01181
2014: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01260
Total number of active participants reported on line 7a of the Form 55002014-05-01224
Number of retired or separated participants receiving benefits2014-05-013
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-01227

Form 5500 Responses for SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN

2020: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – General assets of the sponsorYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – General assets of the sponsorYes
2019: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – General assets of the sponsorYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – General assets of the sponsorYes
2017: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – General assets of the sponsorYes
2016: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes
2015: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: SAMUEL I. WHITE, P.C. HEALTH & WELFARE PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01First time form 5500 has been submittedYes
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30047441
Policy instance 2
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339*OOA
Policy instance 11
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number41090000V
Policy instance 1
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number20113
Policy instance 3
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract numberDD7074
Policy instance 4
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number60758
Policy instance 5
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72751
Policy instance 6
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72752
Policy instance 7
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339
Policy instance 8
OPTIMA BEHAVIORAL HEALTH SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberN/A
Policy instance 9
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339*COBRA
Policy instance 10
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72751
Policy instance 6
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number60758
Policy instance 5
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number361048
Policy instance 4
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number20113
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30047441
Policy instance 2
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339*OOA
Policy instance 13
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72751*COBRA
Policy instance 7
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72752
Policy instance 8
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339
Policy instance 9
OPTIMA BEHAVIORAL HEALTH SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberN/A
Policy instance 10
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72751*TNT
Policy instance 11
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339*COBRA
Policy instance 12
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339*TNT
Policy instance 14
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number41090000V
Policy instance 1
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72751
Policy instance 10
OPTIMA BEHAVIORAL HEALTH SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberN/A
Policy instance 16
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number41090000V
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30047441
Policy instance 2
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number20113
Policy instance 3
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number361048
Policy instance 4
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number60758
Policy instance 5
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339
Policy instance 6
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339*TNT
Policy instance 7
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339*COBRA
Policy instance 8
OHIC-OOA IND (National Association of Insurance Commissioners NAIC id number: 70715 )
Policy contract number61339*OOA
Policy instance 9
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72751*COBRA
Policy instance 11
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72751*TNT
Policy instance 12
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72752
Policy instance 13
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72752*TNT
Policy instance 14
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number72752*COBRA
Policy instance 15
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract numberA011W
Policy instance 1
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number41090000V
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30047441
Policy instance 3
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number20113
Policy instance 4
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number361048
Policy instance 5
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract number361048
Policy instance 5
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number20113
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30047441
Policy instance 3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number41090000V
Policy instance 2
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 )
Policy contract numberA011W
Policy instance 1

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