Logo

MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 401k Plan overview

Plan NameMEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST
Plan identification number 503

MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover
  • Severance pay

401k Sponsoring company profile

MEMORIAL HEALTH SYSTEM OF EAST TX has sponsored the creation of one or more 401k plans.

Company Name:MEMORIAL HEALTH SYSTEM OF EAST TX
Employer identification number (EIN):750755367
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032019-01-01
5032018-01-01
5032017-01-01DUANE MILLER
5032017-01-01
5032016-01-01DUANE MILLER
5032015-01-01KEN MILLER
5032014-01-01KEN MILLER
5032013-01-01KEN MILLER
5032012-01-01KEN MILLER
5032011-01-01KRISTI GAY
5032009-01-01KRISTI GAY

Plan Statistics for MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST

401k plan membership statisitcs for MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST

Measure Date Value
2019: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-010
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
2018: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,042
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,060
Total number of active participants reported on line 7a of the Form 55002017-01-01786
Number of retired or separated participants receiving benefits2017-01-0142
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01849
2016: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,986
Total number of active participants reported on line 7a of the Form 55002016-01-011,060
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-011,095
Total participants2016-01-011,095
2015: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012,009
Total number of active participants reported on line 7a of the Form 55002015-01-011,986
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-012,025
Total participants2015-01-010
2014: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012,099
Total number of active participants reported on line 7a of the Form 55002014-01-012,009
Number of retired or separated participants receiving benefits2014-01-0130
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-012,057
Total participants2014-01-010
2013: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012,385
Total number of active participants reported on line 7a of the Form 55002013-01-012,058
Number of retired or separated participants receiving benefits2013-01-0122
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-012,099
Total participants2013-01-010
2012: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012,355
Total number of active participants reported on line 7a of the Form 55002012-01-012,350
Number of retired or separated participants receiving benefits2012-01-0123
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-012,385
Total participants2012-01-010
2011: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012,816
Total number of active participants reported on line 7a of the Form 55002011-01-012,308
Number of retired or separated participants receiving benefits2011-01-0135
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-012,355
Total participants2011-01-012,355
2009: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012,979
Total number of active participants reported on line 7a of the Form 55002009-01-013,114
Number of retired or separated participants receiving benefits2009-01-0148
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-013,166
Total participants2009-01-013,166

Financial Data on MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST

Measure Date Value
2019 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$7,815
Total plan liabilities at beginning of year2019-12-31$1,911,929
Total income from all sources2019-12-31$7,109
Expenses. Total of all expenses incurred2019-12-31$1,829
Total plan assets at end of year2019-12-31$7,815
Total plan assets at beginning of year2019-12-31$1,906,649
Expenses. Other expenses not covered elsewhere2019-12-31$1,304
Other income received2019-12-31$519
Net income (gross income less expenses)2019-12-31$5,280
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$-5,280
Total contributions received or receivable from employer(s)2019-12-31$6,590
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$525
2018 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,911,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,258,035
Total income from all sources (including contributions)2018-12-31$13,982,155
Total of all expenses incurred2018-12-31$13,141,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,867,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,978,720
Value of total assets at end of year2018-12-31$1,906,649
Value of total assets at beginning of year2018-12-31$412,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,274,003
Total interest from all sources2018-12-31$3,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,476,902
Participant contributions at end of year2018-12-31$2,024
Participant contributions at beginning of year2018-12-31$140,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,911,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,258,035
Administrative expenses (other) incurred2018-12-31$1,271,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$840,647
Value of net assets at end of year (total assets less liabilities)2018-12-31$-5,280
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-845,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$136,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,435
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$420,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,501,818
Employer contributions (assets) at end of year2018-12-31$1,768,050
Employer contributions (assets) at beginning of year2018-12-31$270,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,446,774
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$10,003,698
Aggregate carrying amount (costs) on sale of assets2018-12-31$10,003,698
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SEITZ, DEMARCO & MCGOVERN, PLLC
Accountancy firm EIN2018-12-31461149388
2017 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,258,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$627,147
Total income from all sources (including contributions)2017-12-31$11,069,292
Total of all expenses incurred2017-12-31$11,565,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,168,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,068,148
Value of total assets at end of year2017-12-31$412,108
Value of total assets at beginning of year2017-12-31$277,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,396,436
Total interest from all sources2017-12-31$1,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,774,952
Participant contributions at end of year2017-12-31$140,783
Participant contributions at beginning of year2017-12-31$4,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,258,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$627,147
Administrative expenses (other) incurred2017-12-31$1,393,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-495,920
Value of net assets at end of year (total assets less liabilities)2017-12-31$-845,927
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-350,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$120,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$120,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,144
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$376,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,293,196
Employer contributions (assets) at end of year2017-12-31$270,000
Employer contributions (assets) at beginning of year2017-12-31$152,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,168,776
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$10,441,714
Aggregate carrying amount (costs) on sale of assets2017-12-31$10,441,714
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DIANA MITTELSTEDT
Accountancy firm EIN2017-12-31461149388
2016 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$627,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$642,908
Total income from all sources (including contributions)2016-12-31$8,506,134
Total of all expenses incurred2016-12-31$8,451,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,421,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,505,850
Value of total assets at end of year2016-12-31$277,140
Value of total assets at beginning of year2016-12-31$238,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,029,646
Total interest from all sources2016-12-31$284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,894,052
Participant contributions at end of year2016-12-31$4,679
Participant contributions at beginning of year2016-12-31$13,632
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$627,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$642,908
Administrative expenses (other) incurred2016-12-31$1,027,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$54,688
Value of net assets at end of year (total assets less liabilities)2016-12-31$-350,007
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-404,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,875
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$120,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,611,798
Employer contributions (assets) at end of year2016-12-31$152,000
Employer contributions (assets) at beginning of year2016-12-31$220,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,421,800
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$8,739,389
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,739,389
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31AXLEY & RODE, LLP
Accountancy firm EIN2016-12-31750767305
2015 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$642,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,187,440
Total income from all sources (including contributions)2015-12-31$10,308,940
Total of all expenses incurred2015-12-31$9,664,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,749,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,308,926
Value of total assets at end of year2015-12-31$238,213
Value of total assets at beginning of year2015-12-31$138,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$915,490
Total interest from all sources2015-12-31$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,927,926
Participant contributions at end of year2015-12-31$13,632
Participant contributions at beginning of year2015-12-31$6,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$129,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$642,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,187,440
Administrative expenses (other) incurred2015-12-31$912,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$644,020
Value of net assets at end of year (total assets less liabilities)2015-12-31$-404,695
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-1,048,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,668
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,381,000
Employer contributions (assets) at end of year2015-12-31$220,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,749,430
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$9,217,466
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,217,466
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31AXLEY & RODE, LLP
Accountancy firm EIN2015-12-31750767305
2014 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,187,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$882,458
Total income from all sources (including contributions)2014-12-31$8,657,881
Total of all expenses incurred2014-12-31$9,248,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,455,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,657,875
Value of total assets at end of year2014-12-31$138,725
Value of total assets at beginning of year2014-12-31$424,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$793,414
Total interest from all sources2014-12-31$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,804,375
Participant contributions at end of year2014-12-31$6,849
Participant contributions at beginning of year2014-12-31$8,955
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$129,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,187,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$882,458
Administrative expenses (other) incurred2014-12-31$790,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-590,825
Value of net assets at end of year (total assets less liabilities)2014-12-31$-1,048,715
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-457,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,595
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$123,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$123,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,853,500
Employer contributions (assets) at beginning of year2014-12-31$292,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,455,292
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$8,560,320
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,560,320
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31AXLEY & RODE, LLP
Accountancy firm EIN2014-12-31750767305
2013 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$882,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$777,422
Total income from all sources (including contributions)2013-12-31$8,200,681
Total of all expenses incurred2013-12-31$8,188,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,421,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,200,672
Value of total assets at end of year2013-12-31$424,568
Value of total assets at beginning of year2013-12-31$307,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$767,764
Total interest from all sources2013-12-31$9
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,819,646
Participant contributions at end of year2013-12-31$8,955
Participant contributions at beginning of year2013-12-31$12,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$882,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$777,422
Administrative expenses (other) incurred2013-12-31$765,382
Total non interest bearing cash at beginning of year2013-12-31$4,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,724
Value of net assets at end of year (total assets less liabilities)2013-12-31$-457,890
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-469,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,382
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$123,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$290,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$290,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,381,026
Employer contributions (assets) at end of year2013-12-31$292,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,421,193
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,200,879
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,200,879
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31AXLEY & RODE, LLP
Accountancy firm EIN2013-12-31750767305
2012 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$777,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$724,958
Total income from all sources (including contributions)2012-12-31$7,451,599
Total of all expenses incurred2012-12-31$7,462,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,688,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,451,586
Value of total assets at end of year2012-12-31$307,808
Value of total assets at beginning of year2012-12-31$266,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$774,389
Total interest from all sources2012-12-31$13
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,555,963
Participant contributions at end of year2012-12-31$12,885
Participant contributions at beginning of year2012-12-31$30,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$777,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$724,958
Administrative expenses (other) incurred2012-12-31$771,762
Total non interest bearing cash at end of year2012-12-31$4,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-10,925
Value of net assets at end of year (total assets less liabilities)2012-12-31$-469,614
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-458,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,627
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$290,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$235,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$235,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,895,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,688,135
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$6,633,417
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,633,417
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31AXLEY & RODE, LLP
Accountancy firm EIN2012-12-31750767305
2011 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$724,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,685,052
Total income from all sources (including contributions)2011-12-31$7,475,857
Total of all expenses incurred2011-12-31$6,610,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,861,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,475,835
Value of total assets at end of year2011-12-31$266,269
Value of total assets at beginning of year2011-12-31$361,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$748,957
Total interest from all sources2011-12-31$22
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,768,177
Participant contributions at end of year2011-12-31$30,665
Participant contributions at beginning of year2011-12-31$98,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$724,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,685,052
Administrative expenses (other) incurred2011-12-31$746,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$865,102
Value of net assets at end of year (total assets less liabilities)2011-12-31$-458,689
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-1,323,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$235,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$262,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$262,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$22
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,707,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,861,798
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$4,841,343
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,841,343
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31AXLEY & RODE, LLP
Accountancy firm EIN2011-12-31750767305
2010 : MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,685,052
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,849,855
Total income from all sources (including contributions)2010-12-31$10,804,688
Total of all expenses incurred2010-12-31$10,373,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,552,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,804,671
Value of total assets at end of year2010-12-31$361,261
Value of total assets at beginning of year2010-12-31$94,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$820,593
Total interest from all sources2010-12-31$17
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,580,958
Participant contributions at end of year2010-12-31$98,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,685,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,849,855
Administrative expenses (other) incurred2010-12-31$818,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$431,098
Value of net assets at end of year (total assets less liabilities)2010-12-31$-1,323,791
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-1,754,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$262,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$94,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$94,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$17
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,223,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,552,997
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31AXLEY & RODE, LLP
Accountancy firm EIN2010-12-31750767305

Form 5500 Responses for MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST

2019: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT 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 funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEMORIAL HEALTH SYSTEM OF EAST TEXAS EMPLOYEE BENEFIT TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number139736
Policy instance 1
Insurance contract or identification number139736
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number139736
Policy instance 1
Insurance contract or identification number139736
Number of Individuals Covered484
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,785
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,785
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number139736
Policy instance 1
Insurance contract or identification number139736
Number of Individuals Covered475
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,055
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $118,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number139737
Policy instance 2
Insurance contract or identification number139737
Number of Individuals Covered362
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $25,011
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number53305
Policy instance 1
Insurance contract or identification number53305
Number of Individuals Covered1986
Total amount of commissions paid to insurance brokerUSD $50,429
Total amount of fees paid to insurance companyUSD $3,960
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $333,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,621
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
Amount paid for insurance broker fees3960
Insurance broker nameRAY B BALDWIN
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number53305
Policy instance 1
Insurance contract or identification number53305
Number of Individuals Covered2009
Total amount of commissions paid to insurance brokerUSD $50,480
Total amount of fees paid to insurance companyUSD $11,880
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $247,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,655
Amount paid for insurance broker fees7920
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
Insurance broker nameRAY B BALDWIN
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number53305
Policy instance 1
Insurance contract or identification number53305
Number of Individuals Covered2058
Total amount of commissions paid to insurance brokerUSD $54,054
Total amount of fees paid to insurance companyUSD $11,880
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $216,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,038
Amount paid for insurance broker fees7920
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
Insurance broker nameRAY B BALDWIN
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number53305
Policy instance 1
Insurance contract or identification number53305
Number of Individuals Covered2350
Total amount of commissions paid to insurance brokerUSD $55,569
Total amount of fees paid to insurance companyUSD $11,880
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $210,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,521
Amount paid for insurance broker fees3960
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
Insurance broker nameFRIESEN-STRAIN INSURANCE ASSOC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number53305
Policy instance 1
Insurance contract or identification number53305
Number of Individuals Covered2308
Total amount of commissions paid to insurance brokerUSD $58,190
Total amount of fees paid to insurance companyUSD $12,000
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $198,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number53305
Policy instance 1
Insurance contract or identification number53305
Number of Individuals Covered2752
Total amount of commissions paid to insurance brokerUSD $63,144
Total amount of fees paid to insurance companyUSD $11,880
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,046
Amount paid for insurance broker fees3960
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
Insurance broker nameFRIESEN-STRAIN INSURANCE ASSOC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1