401k Plan data: SMU DENTAL PLAN plan

SMU DENTAL PLAN 401k Plan overview

Plan Name	SMU DENTAL PLAN
Plan identification number	501

SMU DENTAL PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Dental

401k Sponsoring company profile

SOUTHERN METHODIST UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN METHODIST UNIVERSITY

Employer identification number (EIN): 750800689

NAIC Classification: 611000

Additional information about SOUTHERN METHODIST UNIVERSITY

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1911-04-11

Company Identification Number: 0002306601

Legal Registered Office Address: 3140 DYER ST #261

DALLAS
United States of America (USA)
75275

More information about SOUTHERN METHODIST UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMU DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2024-01-01 SHERI A. STARKEY
501 2023-01-01
501 2023-01-01 SHERI A. STARKEY
501 2022-01-01
501 2022-01-01 SHERI A. STARKEY
501 2021-01-01
501 2021-01-01 SHERI A. STARKEY
501 2020-01-01
501 2019-01-01
501 2018-01-01
501 2017-01-01 SHERI A. STARKEY
501 2016-01-01 SHERI A. STARKEY
501 2015-01-01 SHERI A. STARKEY
501 2014-01-01 SHERI A. STARKEY
501 2013-01-01 SHERI A. STARKEY
501 2012-01-01 SHERI A. STARKEY
501 2011-01-01 SHERI A. STARKEY
501 2010-01-01 SHERI A. STARKEY SHERI A. STARKEY 2011-09-19
501 2009-01-01 SHERI A. STARKEY SHERI A. STARKEY 2010-10-04
501 2009-01-01 SHERI A. STARKEY SHERI A. STARKEY 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2024-01-01	SHERI A. STARKEY
501	2023-01-01
501	2023-01-01	SHERI A. STARKEY
501	2022-01-01
501	2022-01-01	SHERI A. STARKEY
501	2021-01-01
501	2021-01-01	SHERI A. STARKEY
501	2020-01-01
501	2019-01-01
501	2018-01-01
501	2017-01-01	SHERI A. STARKEY
501	2016-01-01	SHERI A. STARKEY
501	2015-01-01	SHERI A. STARKEY
501	2014-01-01	SHERI A. STARKEY
501	2013-01-01	SHERI A. STARKEY
501	2012-01-01	SHERI A. STARKEY
501	2011-01-01	SHERI A. STARKEY
501	2010-01-01	SHERI A. STARKEY	SHERI A. STARKEY	2011-09-19
501	2009-01-01	SHERI A. STARKEY	SHERI A. STARKEY	2010-10-04
501	2009-01-01	SHERI A. STARKEY	SHERI A. STARKEY	2010-10-04

Form 5500 Responses for SMU DENTAL PLAN

2023: SMU DENTAL PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: SMU DENTAL PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: SMU DENTAL PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: SMU DENTAL PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: SMU DENTAL PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: SMU DENTAL PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: SMU DENTAL PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: SMU DENTAL PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: SMU DENTAL PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: SMU DENTAL PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: SMU DENTAL PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: SMU DENTAL PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: SMU DENTAL PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: SMU DENTAL PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: SMU DENTAL PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	90138
Policy instance	1
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	90138
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	819971
Policy instance	1

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Company Name:	SOUTHERN METHODIST UNIVERSITY
Employer identification number (EIN):	750800689
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1911-04-11
Company Identification Number:	0002306601
Legal Registered Office Address:	3140 DYER ST #261 DALLAS United States of America (USA) 75275