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CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 401k Plan overview

Plan NameCENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST
Plan identification number 501

CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

CENLA HEART SPECIALIST, LLC has sponsored the creation of one or more 401k plans.

Company Name:CENLA HEART SPECIALIST, LLC
Employer identification number (EIN):721270358
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01
5012023-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01HEATHER RACHAL
5012016-01-01HEATHER RACHAL
5012015-01-01HEATHER RACHAL
5012014-01-01JACKIE CLARK
5012013-02-01JACKIE CLARK

Plan Statistics for CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

401k plan membership statisitcs for CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

Measure Date Value
2024: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2024 401k membership
Total participants, beginning-of-year2024-01-010
Total number of active participants reported on line 7a of the Form 55002024-01-010
Total of all active and inactive participants2024-01-010
2023: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-010
Total number of active participants reported on line 7a of the Form 55002023-01-010
Total of all active and inactive participants2023-01-010
2022: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0132
Total number of active participants reported on line 7a of the Form 55002022-01-010
Total of all active and inactive participants2022-01-010
2021: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0131
Total number of active participants reported on line 7a of the Form 55002021-01-0132
Total of all active and inactive participants2021-01-0132
2020: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0131
Total number of active participants reported on line 7a of the Form 55002020-01-0131
Total of all active and inactive participants2020-01-0131
2019: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-0131
Total of all active and inactive participants2019-01-0131
2018: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0132
Total number of active participants reported on line 7a of the Form 55002018-01-0133
Total of all active and inactive participants2018-01-0133
2017: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0134
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Total of all active and inactive participants2017-01-0132
2016: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0135
Total number of active participants reported on line 7a of the Form 55002016-01-0134
Total of all active and inactive participants2016-01-0134
2015: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0135
Total number of active participants reported on line 7a of the Form 55002015-01-0135
Total of all active and inactive participants2015-01-0135
2014: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Total of all active and inactive participants2014-01-0135
2013: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-02-0134
Total number of active participants reported on line 7a of the Form 55002013-02-0135
Total of all active and inactive participants2013-02-0135

Financial Data on CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

Measure Date Value
2024 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2024 401k financial data
Expenses. Total of all expenses incurred2024-04-30$44,078
Benefits paid (including direct rollovers)2024-04-30$44,078
Total plan assets at end of year2024-04-30$0
Total plan assets at beginning of year2024-04-30$44,078
Net income (gross income less expenses)2024-04-30$-44,078
Net plan assets at end of year (total assets less liabilities)2024-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2024-04-30$44,078
2023 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2023 401k financial data
Total plan assets at end of year2023-12-31$44,078
Total plan assets at beginning of year2023-12-31$44,078
Net plan assets at end of year (total assets less liabilities)2023-12-31$44,078
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$44,078
2022 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$689
Expenses. Total of all expenses incurred2022-12-31$7,438
Benefits paid (including direct rollovers)2022-12-31$198
Total plan assets at end of year2022-12-31$44,078
Total plan assets at beginning of year2022-12-31$50,827
Expenses. Other expenses not covered elsewhere2022-12-31$7,240
Net income (gross income less expenses)2022-12-31$-6,749
Net plan assets at end of year (total assets less liabilities)2022-12-31$44,078
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$50,827
Total contributions received or receivable from employer(s)2022-12-31$689
2021 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$506,972
Expenses. Total of all expenses incurred2021-12-31$500,150
Benefits paid (including direct rollovers)2021-12-31$482,897
Total plan assets at end of year2021-12-31$50,827
Total plan assets at beginning of year2021-12-31$44,005
Expenses. Other expenses not covered elsewhere2021-12-31$17,253
Net income (gross income less expenses)2021-12-31$6,822
Net plan assets at end of year (total assets less liabilities)2021-12-31$50,827
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$44,005
Total contributions received or receivable from employer(s)2021-12-31$506,972
2020 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$461,926
Expenses. Total of all expenses incurred2020-12-31$460,379
Benefits paid (including direct rollovers)2020-12-31$443,259
Total plan assets at end of year2020-12-31$44,005
Total plan assets at beginning of year2020-12-31$42,458
Expenses. Other expenses not covered elsewhere2020-12-31$17,120
Net income (gross income less expenses)2020-12-31$1,547
Net plan assets at end of year (total assets less liabilities)2020-12-31$44,005
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$42,458
Total contributions received or receivable from employer(s)2020-12-31$461,926
2019 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$462,515
Expenses. Total of all expenses incurred2019-12-31$469,961
Benefits paid (including direct rollovers)2019-12-31$450,176
Total plan assets at end of year2019-12-31$42,458
Total plan assets at beginning of year2019-12-31$49,904
Expenses. Other expenses not covered elsewhere2019-12-31$19,785
Net income (gross income less expenses)2019-12-31$-7,446
Net plan assets at end of year (total assets less liabilities)2019-12-31$42,458
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$49,904
Total contributions received or receivable from employer(s)2019-12-31$462,515
2018 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$436,230
Expenses. Total of all expenses incurred2018-12-31$469,577
Benefits paid (including direct rollovers)2018-12-31$449,300
Total plan assets at end of year2018-12-31$49,904
Total plan assets at beginning of year2018-12-31$83,251
Expenses. Other expenses not covered elsewhere2018-12-31$20,277
Net income (gross income less expenses)2018-12-31$-33,347
Net plan assets at end of year (total assets less liabilities)2018-12-31$49,904
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$83,251
Total contributions received or receivable from employer(s)2018-12-31$436,230
2017 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$461,586
Expenses. Total of all expenses incurred2017-12-31$438,715
Benefits paid (including direct rollovers)2017-12-31$417,715
Total plan assets at end of year2017-12-31$83,251
Total plan assets at beginning of year2017-12-31$60,380
Expenses. Other expenses not covered elsewhere2017-12-31$21,000
Net income (gross income less expenses)2017-12-31$22,871
Net plan assets at end of year (total assets less liabilities)2017-12-31$83,251
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$60,380
Total contributions received or receivable from employer(s)2017-12-31$461,586
2016 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$390,570
Expenses. Total of all expenses incurred2016-12-31$433,639
Benefits paid (including direct rollovers)2016-12-31$411,439
Total plan assets at end of year2016-12-31$60,380
Total plan assets at beginning of year2016-12-31$103,449
Expenses. Other expenses not covered elsewhere2016-12-31$22,200
Net income (gross income less expenses)2016-12-31$-43,069
Net plan assets at end of year (total assets less liabilities)2016-12-31$60,380
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$103,449
Total contributions received or receivable from employer(s)2016-12-31$390,570
2015 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$404,280
Expenses. Total of all expenses incurred2015-12-31$381,568
Benefits paid (including direct rollovers)2015-12-31$363,343
Total plan assets at end of year2015-12-31$103,449
Total plan assets at beginning of year2015-12-31$80,737
Expenses. Other expenses not covered elsewhere2015-12-31$18,225
Net income (gross income less expenses)2015-12-31$22,712
Net plan assets at end of year (total assets less liabilities)2015-12-31$103,449
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$80,737
Total contributions received or receivable from employer(s)2015-12-31$404,280
2014 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$466,447
Expenses. Total of all expenses incurred2014-12-31$445,787
Benefits paid (including direct rollovers)2014-12-31$423,276
Total plan assets at end of year2014-12-31$80,737
Total plan assets at beginning of year2014-12-31$60,077
Expenses. Other expenses not covered elsewhere2014-12-31$22,511
Net income (gross income less expenses)2014-12-31$20,660
Net plan assets at end of year (total assets less liabilities)2014-12-31$80,737
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$60,077
Total contributions received or receivable from employer(s)2014-12-31$466,447
2013 : CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$385,470
Expenses. Total of all expenses incurred2013-12-31$325,393
Benefits paid (including direct rollovers)2013-12-31$306,117
Total plan assets at end of year2013-12-31$60,077
Total plan assets at beginning of year2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$19,276
Net income (gross income less expenses)2013-12-31$60,077
Net plan assets at end of year (total assets less liabilities)2013-12-31$60,077
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$385,470

Form 5500 Responses for CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

2024: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2024 form 5500 responses
2024-01-01Type of plan entitySingle employer plan
2024-01-01This submission is the final filingYes
2024-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2024-01-01Plan funding arrangement – TrustYes
2024-01-01Plan benefit arrangement - TrustYes
2023: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENLA HEART SPECIALIST, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01First time form 5500 has been submittedYes
2013-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered32
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,555
Total amount of fees paid to insurance companyUSD $16,925
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $470,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,555
Amount paid for insurance broker fees16925
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered31
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,382
Total amount of fees paid to insurance companyUSD $16,795
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $425,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,382
Amount paid for insurance broker fees16795
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered31
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,594
Total amount of fees paid to insurance companyUSD $17,811
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $410,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,594
Amount paid for insurance broker fees17811
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered33
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,620
Total amount of fees paid to insurance companyUSD $18,302
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $420,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,620
Amount paid for insurance broker fees18302
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered32
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,807
Total amount of fees paid to insurance companyUSD $18,600
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $406,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,807
Amount paid for insurance broker fees18600
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
Insurance broker nameIMA, INC.

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