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BENEFIT PLANS 401k Plan overview

Plan NameBENEFIT PLANS
Plan identification number 503

BENEFIT PLANS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Other welfare benefit cover

401k Sponsoring company profile

JAEB CENTER FOR HEALTH RESEARCH FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAEB CENTER FOR HEALTH RESEARCH FOUNDATION, INC.
Employer identification number (EIN):593187624
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032020-02-01
5032019-02-01
5032018-02-01
5032017-02-01ROY BECK ROY BECK2018-08-28
5032016-02-01ROY BECK ROY BECK2017-08-21

Plan Statistics for BENEFIT PLANS

401k plan membership statisitcs for BENEFIT PLANS

Measure Date Value
2020: BENEFIT PLANS 2020 401k membership
Total participants, beginning-of-year2020-02-01125
Total number of active participants reported on line 7a of the Form 55002020-02-010
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-010
2019: BENEFIT PLANS 2019 401k membership
Total participants, beginning-of-year2019-02-01119
Total number of active participants reported on line 7a of the Form 55002019-02-01125
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-01125
2018: BENEFIT PLANS 2018 401k membership
Total participants, beginning-of-year2018-02-01116
Total number of active participants reported on line 7a of the Form 55002018-02-01119
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-010
Total of all active and inactive participants2018-02-01119
2017: BENEFIT PLANS 2017 401k membership
Total participants, beginning-of-year2017-02-01167
Total number of active participants reported on line 7a of the Form 55002017-02-01116
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-01116
2016: BENEFIT PLANS 2016 401k membership
Total participants, beginning-of-year2016-02-01152
Total number of active participants reported on line 7a of the Form 55002016-02-01167
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-01167

Form 5500 Responses for BENEFIT PLANS

2020: BENEFIT PLANS 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01This submission is the final filingYes
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: BENEFIT PLANS 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2018: BENEFIT PLANS 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: BENEFIT PLANS 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: BENEFIT PLANS 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01First time form 5500 has been submittedYes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number247501
Policy instance 1
Insurance contract or identification number247501
Number of Individuals Covered125
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $3,924
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $26,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,924
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number247501
Policy instance 1
Insurance contract or identification number247501
Number of Individuals Covered119
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $3,516
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $23,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,516
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number247501
Policy instance 1
Insurance contract or identification number247501
Number of Individuals Covered116
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $3,101
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $20,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,101
Insurance broker organization code?3
Insurance broker nameBENEFIT RESOURCES GROUP INC

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