Plan Name | PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | PLANSOURCE FINANCIAL SERVICES, INC. |
Employer identification number (EIN): | 593707284 |
NAIC Classification: | 523900 |
Additional information about PLANSOURCE FINANCIAL SERVICES, INC.
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 2000-12-07 |
Company Identification Number: | P00000112152 |
Legal Registered Office Address: |
101 S. GARLAND AVE ORLANDO 32801 |
More information about PLANSOURCE FINANCIAL SERVICES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
501 | 2020-11-01 | SHARON BRAND | 2022-05-28 | ||
501 | 2019-11-01 | JAGDISH CHUGANI | 2021-05-06 | ||
501 | 2018-11-01 | JAGDISH CHUGANI | 2020-05-12 | ||
501 | 2017-11-01 | JAGDISH CHUGANI | 2019-04-02 | ||
501 | 2016-11-01 | JAGDISH CHUGANI | |||
501 | 2015-11-01 | JENNY SCHMIDT | |||
501 | 2014-11-01 | ASHLEY NOTTI | |||
501 | 2013-11-01 | ASHLEY NOTTI | |||
501 | 2012-11-01 | JENNIFER SCHMIDT |
Measure | Date | Value |
---|---|---|
2020: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-11-01 | 464 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 489 |
Number of retired or separated participants receiving benefits | 2020-11-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
Total of all active and inactive participants | 2020-11-01 | 496 |
Number of employers contributing to the scheme | 2020-11-01 | 0 |
2019: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-11-01 | 508 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 464 |
Number of retired or separated participants receiving benefits | 2019-11-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
Total of all active and inactive participants | 2019-11-01 | 487 |
Number of employers contributing to the scheme | 2019-11-01 | 0 |
2018: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-11-01 | 469 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 481 |
Number of retired or separated participants receiving benefits | 2018-11-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
Total of all active and inactive participants | 2018-11-01 | 489 |
Number of employers contributing to the scheme | 2018-11-01 | 0 |
2017: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-11-01 | 392 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 454 |
Number of retired or separated participants receiving benefits | 2017-11-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
Total of all active and inactive participants | 2017-11-01 | 459 |
Number of employers contributing to the scheme | 2017-11-01 | 0 |
2016: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-11-01 | 304 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 317 |
Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
Total of all active and inactive participants | 2016-11-01 | 317 |
2015: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-11-01 | 335 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 304 |
Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
Total of all active and inactive participants | 2015-11-01 | 304 |
2014: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-11-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 258 |
Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
Total of all active and inactive participants | 2014-11-01 | 258 |
2013: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-11-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 162 |
Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 0 |
Total of all active and inactive participants | 2013-11-01 | 162 |
2012: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-11-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 139 |
Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 0 |
Total of all active and inactive participants | 2012-11-01 | 139 |
2020: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2020 form 5500 responses | ||
---|---|---|
2020-11-01 | Type of plan entity | Single employer plan |
2020-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2019 form 5500 responses | ||
2019-11-01 | Type of plan entity | Single employer plan |
2019-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2018 form 5500 responses | ||
2018-11-01 | Type of plan entity | Single employer plan |
2018-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2017 form 5500 responses | ||
2017-11-01 | Type of plan entity | Single employer plan |
2017-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2016 form 5500 responses | ||
2016-11-01 | Type of plan entity | Single employer plan |
2016-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2015 form 5500 responses | ||
2015-11-01 | Type of plan entity | Single employer plan |
2015-11-01 | Submission has been amended | No |
2015-11-01 | This submission is the final filing | No |
2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-11-01 | Plan is a collectively bargained plan | No |
2015-11-01 | Plan funding arrangement – Insurance | Yes |
2015-11-01 | Plan benefit arrangement – Insurance | Yes |
2014: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2014 form 5500 responses | ||
2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Insurance | Yes |
2014-11-01 | Plan benefit arrangement – Insurance | Yes |
2013: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2013 form 5500 responses | ||
2013-11-01 | Type of plan entity | Single employer plan |
2013-11-01 | Submission has been amended | No |
2013-11-01 | This submission is the final filing | No |
2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-11-01 | Plan is a collectively bargained plan | No |
2013-11-01 | Plan funding arrangement – Insurance | Yes |
2013-11-01 | Plan benefit arrangement – Insurance | Yes |
2012: PLANSOURCE FINANCIAL SERVICES, INC. MEDICAL PLAN 2012 form 5500 responses | ||
2012-11-01 | Type of plan entity | Single employer plan |
2012-11-01 | Submission has been amended | No |
2012-11-01 | This submission is the final filing | No |
2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-11-01 | Plan is a collectively bargained plan | No |
2012-11-01 | Plan funding arrangement – Insurance | Yes |
2012-11-01 | Plan benefit arrangement – Insurance | Yes |