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MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 401k Plan overview

Plan NameMADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN
Plan identification number 501

MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

MADISON-HAYWOOD DEVELOPMENTAL SERV has sponsored the creation of one or more 401k plans.

Company Name:MADISON-HAYWOOD DEVELOPMENTAL SERV
Employer identification number (EIN):621046018
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01BILL BREWER

Plan Statistics for MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN

401k plan membership statisitcs for MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN

Measure Date Value
2022: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01254
Total number of active participants reported on line 7a of the Form 55002022-07-01326
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01326
2021: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01289
Total number of active participants reported on line 7a of the Form 55002021-07-01254
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01254
2020: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01274
Total number of active participants reported on line 7a of the Form 55002020-07-01274
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01274
2019: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01331
Total number of active participants reported on line 7a of the Form 55002019-07-01331
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01331
2018: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-010
Total number of active participants reported on line 7a of the Form 55002018-07-01274
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01274
2017: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010

Form 5500 Responses for MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN

2022: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: MADISON HAYWOOD DEVELOPMENT SERVICES WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01First time form 5500 has been submittedYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50025085
Policy instance 3
Insurance contract or identification number50025085
Number of Individuals Covered326
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $2,159
Total amount of fees paid to insurance companyUSD $189
Welfare Benefit Premiums Paid to CarrierUSD $9,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,216
Amount paid for insurance broker fees189
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number130191
Policy instance 2
Insurance contract or identification number130191
Number of Individuals Covered213
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $71,150
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,150
Additional information about fees paid to insurance brokerACQ/RET
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7926686
Policy instance 1
Insurance contract or identification numberE7926686
Number of Individuals Covered168
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Welfare Benefit Premiums Paid to CarrierUSD $187,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number130191
Policy instance 2
Insurance contract or identification number130191
Number of Individuals Covered254
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $70,939
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,939
Additional information about fees paid to insurance brokerACQ/RET
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7926686
Policy instance 1
Insurance contract or identification numberE7926686
Number of Individuals Covered174
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $17,721
Total amount of fees paid to insurance companyUSD $228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,662
Insurance broker organization code?3
Amount paid for insurance broker fees29
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number130191
Policy instance 2
Insurance contract or identification number130191
Number of Individuals Covered274
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $79,441
Welfare Benefit Premiums Paid to CarrierUSD $23,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,441
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7926686
Policy instance 1
Insurance contract or identification numberE7926686
Number of Individuals Covered175
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $17,102
Total amount of fees paid to insurance companyUSD $163
Welfare Benefit Premiums Paid to CarrierUSD $180,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,755
Insurance broker organization code?3
Amount paid for insurance broker fees54
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number130191
Policy instance 2
Insurance contract or identification number130191
Number of Individuals Covered331
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $76,910
Welfare Benefit Premiums Paid to CarrierUSD $23,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,910
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7926686
Policy instance 1
Insurance contract or identification numberE7926686
Number of Individuals Covered214
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $27,575
Total amount of fees paid to insurance companyUSD $2,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,542
Amount paid for insurance broker fees1161
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number130191
Policy instance 2
Insurance contract or identification number130191
Number of Individuals Covered274
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $71,130
Welfare Benefit Premiums Paid to CarrierUSD $20,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,790
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7926686
Policy instance 1
Insurance contract or identification numberE7926686
Number of Individuals Covered226
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $33,882
Total amount of fees paid to insurance companyUSD $1,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,436
Amount paid for insurance broker fees948
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number130191
Policy instance 2
Insurance contract or identification number130191
Number of Individuals Covered254
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $65,794
Welfare Benefit Premiums Paid to CarrierUSD $19,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,794
Insurance broker organization code?3
Insurance broker nameCHRISTY KELLEY
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7926686
Policy instance 1
Insurance contract or identification numberE7926686
Number of Individuals Covered211
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $32,330
Total amount of fees paid to insurance companyUSD $1,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,900
Amount paid for insurance broker fees492
Insurance broker organization code?3
Insurance broker nameLINDA MARCUM

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