401k Plan data: SEI GROUP HEALTH AND WELFARE PLAN plan

SEI GROUP HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	SEI GROUP HEALTH AND WELFARE PLAN
Plan identification number	501

SEI GROUP HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SEI GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: SEI GROUP, LLC

Employer identification number (EIN): 582478990

NAIC Classification: 238290
NAIC Description: Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEI GROUP HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-07-01 CAT CRUZ 2024-02-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-07-01	CAT CRUZ	2024-02-05

Plan Statistics for SEI GROUP HEALTH AND WELFARE PLAN

401k plan membership statisitcs for SEI GROUP HEALTH AND WELFARE PLAN

Measure Date Value
2022: SEI GROUP HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 100
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 948
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 948
Number of employers contributing to the scheme 2022-07-01 0

Measure	Date	Value
2022: SEI GROUP HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	100
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	948
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	948
Number of employers contributing to the scheme	2022-07-01	0

Form 5500 Responses for SEI GROUP HEALTH AND WELFARE PLAN

2022: SEI GROUP HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	First time form 5500 has been submitted	Yes
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

924917

Policy instance

Insurance contract or identification number	924917
Number of Individuals Covered	1115
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $38,638
Total amount of fees paid to insurance company	USD $236,076
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,374,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,638
Amount paid for insurance broker fees	236076
Additional information about fees paid to insurance broker	SERVICE FEE AGREEMENT, BONUS
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

954079

Policy instance

Insurance contract or identification number	954079
Number of Individuals Covered	948
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $72,093
Total amount of fees paid to insurance company	USD $17,959
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, HOSPITAL
Welfare Benefit Premiums Paid to Carrier	USD $387,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,680
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	OVERRIDE

Potentially related plans

SEI GROUP, INC. 401K PLAN [EIN = 631184869]

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Company Name:	SEI GROUP, LLC
Employer identification number (EIN):	582478990
NAIC Classification:	238290
NAIC Description:	Other Building Equipment Contractors