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THOMAS-SPANN LIFE PLAN BENEFITS 401k Plan overview

Plan NameTHOMAS-SPANN LIFE PLAN BENEFITS
Plan identification number 504

THOMAS-SPANN LIFE PLAN BENEFITS Benefits

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

401k Sponsoring company profile

THOMAS-SPANN CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:THOMAS-SPANN CLINIC, P.A.
Employer identification number (EIN):742868847
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about THOMAS-SPANN CLINIC, P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-02-11
Company Identification Number: 0081883603
Legal Registered Office Address: 5802 SARATOGA BLVD # 200

CORPUS CHRISTI
United States of America (USA)
78414

More information about THOMAS-SPANN CLINIC, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS-SPANN LIFE PLAN BENEFITS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042019-07-01KIMBERLY COOPER2020-10-22
5042018-07-01KIMBERLY COOPER2019-09-23
5042017-07-01KIMBERLY COOPER2019-04-12

Plan Statistics for THOMAS-SPANN LIFE PLAN BENEFITS

401k plan membership statisitcs for THOMAS-SPANN LIFE PLAN BENEFITS

Measure Date Value
2019: THOMAS-SPANN LIFE PLAN BENEFITS 2019 401k membership
Total participants, beginning-of-year2019-07-01121
Total number of active participants reported on line 7a of the Form 55002019-07-010
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 participants2019-07-010
Number of employers contributing to the scheme2019-07-010
2018: THOMAS-SPANN LIFE PLAN BENEFITS 2018 401k membership
Total participants, beginning-of-year2018-07-01108
Total number of active participants reported on line 7a of the Form 55002018-07-01125
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 participants2018-07-01125
Number of employers contributing to the scheme2018-07-010
2017: THOMAS-SPANN LIFE PLAN BENEFITS 2017 401k membership
Total participants, beginning-of-year2017-07-01100
Total number of active participants reported on line 7a of the Form 55002017-07-01108
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 participants2017-07-01108
Number of employers contributing to the scheme2017-07-010

Form 5500 Responses for THOMAS-SPANN LIFE PLAN BENEFITS

2019: THOMAS-SPANN LIFE PLAN BENEFITS 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: THOMAS-SPANN LIFE PLAN BENEFITS 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: THOMAS-SPANN LIFE PLAN BENEFITS 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

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B2L3
Policy instance 1
Insurance contract or identification numberGLUG0B2L3
Number of Individuals Covered137
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $7,465
Total amount of fees paid to insurance companyUSD $2,249
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $38,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,465
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerOTHER COMPENSATION
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B2L3
Policy instance 1
Insurance contract or identification numberGLUG0B2L3
Number of Individuals Covered125
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $7,348
Total amount of fees paid to insurance companyUSD $1,618
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $37,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,348
Amount paid for insurance broker fees1618
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0B2L3
Policy instance 1
Insurance contract or identification numberGLUG0B2L3
Number of Individuals Covered108
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $6,215
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $31,429
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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