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HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 401k Plan overview

Plan NameHEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN
Plan identification number 504

HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

PHYSICIAN PRIME CARE DBA HEALTHTEXAS MEDICAL GROUP OF SAN ANTONIO has sponsored the creation of one or more 401k plans.

Company Name:PHYSICIAN PRIME CARE DBA HEALTHTEXAS MEDICAL GROUP OF SAN ANTONIO
Employer identification number (EIN):742727562
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01JEANNINE RUFFNER2023-04-16
5042021-01-01CARLOS TORRES2022-08-16
5042020-01-01DIANE ELIZONDO2021-06-21
5042019-07-01DIANE ELIZONDO2020-10-14
5042019-07-01DIANE ELIZONDO2020-11-10
5042018-07-01TYRA VANSCYOC2019-12-20
5042017-07-01
5042016-07-01
5042015-07-01LISA M. STALFORD
5042014-07-01BEVERLY MILLER
5042013-07-01JEANNINE RUFFNER
5042012-07-01STACY DUDLEY
5042011-07-01JEANNINE RUFFNER
5042010-07-01JEANNINE RUFFNER
5042009-07-01JEANNINE RUFFNER
5042008-07-01JEANNINE RUFFNER
5042007-07-01JEANNINE RUFFNER
5042006-07-01JEANNINE RUFFNER
5042005-07-01JEANNINE RUFFNER

Plan Statistics for HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN

401k plan membership statisitcs for HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN

Measure Date Value
2022: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01380
Total number of active participants reported on line 7a of the Form 55002022-01-01396
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01396
Number of employers contributing to the scheme2022-01-010
2021: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01333
Total number of active participants reported on line 7a of the Form 55002021-01-01380
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01380
Number of employers contributing to the scheme2021-01-010
2020: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01348
Total number of active participants reported on line 7a of the Form 55002020-01-01333
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01333
Number of employers contributing to the scheme2020-01-010
2019: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01337
Total number of active participants reported on line 7a of the Form 55002019-07-01337
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 participants2019-07-01337
Number of employers contributing to the scheme2019-07-010
2018: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01310
Total number of active participants reported on line 7a of the Form 55002018-07-01337
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 participants2018-07-01337
Number of employers contributing to the scheme2018-07-010
2017: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01294
Total number of active participants reported on line 7a of the Form 55002017-07-01310
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 participants2017-07-01310
Number of employers contributing to the scheme2017-07-010
2016: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01260
Total number of active participants reported on line 7a of the Form 55002016-07-01294
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01294
2015: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01241
Total number of active participants reported on line 7a of the Form 55002015-07-01260
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01260
2014: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01217
Total number of active participants reported on line 7a of the Form 55002014-07-01241
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01241
2013: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01201
Total number of active participants reported on line 7a of the Form 55002013-07-01217
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01217
2012: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01188
Total number of active participants reported on line 7a of the Form 55002012-07-01213
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01213
2011: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01196
Total number of active participants reported on line 7a of the Form 55002011-07-01188
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01188
2010: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01165
Total number of active participants reported on line 7a of the Form 55002010-07-01196
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01196
2009: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01149
Total number of active participants reported on line 7a of the Form 55002009-07-01165
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01165
2008: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01129
Total number of active participants reported on line 7a of the Form 55002008-07-01149
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-010
Total of all active and inactive participants2008-07-01149
2007: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01131
Total number of active participants reported on line 7a of the Form 55002007-07-01129
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-010
Total of all active and inactive participants2007-07-01129
2006: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-01114
Total number of active participants reported on line 7a of the Form 55002006-07-01131
Number of retired or separated participants receiving benefits2006-07-010
Number of other retired or separated participants entitled to future benefits2006-07-010
Total of all active and inactive participants2006-07-01131
2005: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2005 401k membership
Total participants, beginning-of-year2005-07-01100
Total number of active participants reported on line 7a of the Form 55002005-07-01114
Number of retired or separated participants receiving benefits2005-07-010
Number of other retired or separated participants entitled to future benefits2005-07-010
Total of all active and inactive participants2005-07-01114

Form 5500 Responses for HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN

2022: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD 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: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – InsuranceYes
2007: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – InsuranceYes
2006: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan benefit arrangement – InsuranceYes
2005: HEALTH TEXAS MEDICAL GROUP LIFE AND ADD PLAN 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01First time form 5500 has been submittedYes
2005-07-01Submission has been amendedNo
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2005-07-01Plan funding arrangement – InsuranceYes
2005-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF027041
Policy instance 1
Insurance contract or identification numberF027041
Number of Individuals Covered396
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,777
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $80,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,777
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number768515G
Policy instance 1
Insurance contract or identification number768515G
Number of Individuals Covered380
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,480
Total amount of fees paid to insurance companyUSD $2,680
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $103,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,480
Amount paid for insurance broker fees2680
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number768515G
Policy instance 1
Insurance contract or identification number768515G
Number of Individuals Covered333
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,881
Total amount of fees paid to insurance companyUSD $1,079
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $79,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,881
Amount paid for insurance broker fees1079
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number768515G
Policy instance 1
Insurance contract or identification number768515G
Number of Individuals Covered348
Insurance policy start date2019-07-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,854
Total amount of fees paid to insurance companyUSD $761
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $32,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,854
Amount paid for insurance broker fees761
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number768515G
Policy instance 1
Insurance contract or identification number768515G
Number of Individuals Covered337
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $10,942
Total amount of fees paid to insurance companyUSD $1,077
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $72,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,942
Amount paid for insurance broker fees364
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643727
Policy instance 1
Insurance contract or identification number643727
Number of Individuals Covered310
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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