SOUTHERN METHODIST UNIVERSITY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL
401k plan membership statisitcs for SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL
| Measure | Date | Value |
|---|
| 2023: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 4,731 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4,868 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 71 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 19 |
| Total of all active and inactive participants | 2023-01-01 | 4,958 |
| 2022: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4,778 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4,731 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 94 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 30 |
| Total of all active and inactive participants | 2022-01-01 | 4,855 |
| 2021: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4,875 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4,778 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 95 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 62 |
| Total of all active and inactive participants | 2021-01-01 | 4,935 |
| 2020: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4,843 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4,875 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 103 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 29 |
| Total of all active and inactive participants | 2020-01-01 | 5,007 |
| Total participants | 2020-01-01 | 5,007 |
| 2019: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4,984 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4,843 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 113 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 42 |
| Total of all active and inactive participants | 2019-01-01 | 4,998 |
| Total participants | 2019-01-01 | 4,998 |
| 2018: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4,740 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4,846 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 100 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 38 |
| Total of all active and inactive participants | 2018-01-01 | 4,984 |
| Total participants | 2018-01-01 | 4,984 |
| 2017: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4,554 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4,618 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 102 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
| Total of all active and inactive participants | 2017-01-01 | 4,740 |
| Total participants | 2017-01-01 | 4,740 |
| 2016: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4,552 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4,466 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 77 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
| Total of all active and inactive participants | 2016-01-01 | 4,554 |
| Total participants | 2016-01-01 | 4,554 |
| 2015: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4,549 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3,800 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 693 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 59 |
| Total of all active and inactive participants | 2015-01-01 | 4,552 |
| Total participants | 2015-01-01 | 4,552 |
| 2014: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4,752 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4,053 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 431 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 65 |
| Total of all active and inactive participants | 2014-01-01 | 4,549 |
| Total participants | 2014-01-01 | 4,549 |
| 2013: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4,455 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,472 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 280 |
| Total of all active and inactive participants | 2013-01-01 | 4,752 |
| Total participants | 2013-01-01 | 4,752 |
| 2012: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2,145 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4,407 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 48 |
| Total of all active and inactive participants | 2012-01-01 | 4,455 |
| Total participants | 2012-01-01 | 4,455 |
| 2011: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,973 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,118 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 27 |
| Total of all active and inactive participants | 2011-01-01 | 2,145 |
| Total participants | 2011-01-01 | 2,145 |
| 2009: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2,250 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,129 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 61 |
| Total of all active and inactive participants | 2009-01-01 | 2,224 |
| 2023: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 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: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 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 benefit arrangement – Insurance | Yes |
| 2011: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 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 benefit arrangement – Insurance | Yes |
| 2009: SOUTHERN METHODIST UNIVERSITY MEDICAL AND OTHER PL 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 benefit arrangement – Insurance | Yes |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 5 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 498 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Other welfare benefits provided | DEPENDENT GROUP LIFE INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $60,700 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 4 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 655 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $539,467 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 3 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 992 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $97,540 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | SMUV0-001 |
| Policy instance | 2 |
| Insurance contract or identification number | SMUV0-001 | | Number of Individuals Covered | 2536 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PLAN | | Welfare Benefit Premiums Paid to Carrier | USD $68,471 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30016102 |
| Policy instance | 1 |
| Insurance contract or identification number | 30016102 | | Number of Individuals Covered | 1858 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $4,712 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $247,552 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30016102 |
| Policy instance | 1 |
| Insurance contract or identification number | 30016102 | | Number of Individuals Covered | 1712 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,707 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $245,869 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,707 | | Additional information about fees paid to insurance broker | N/A |
|
| MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | SMUV0-001 |
| Policy instance | 2 |
| Insurance contract or identification number | SMUV0-001 | | Number of Individuals Covered | 2386 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PLAN | | Welfare Benefit Premiums Paid to Carrier | USD $76,038 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 3 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 973 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $97,822 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 4 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 659 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $521,670 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 5 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 479 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Other welfare benefits provided | DEPENDENT GROUP LIFE INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $56,234 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 5 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 487 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Other welfare benefits provided | DEPENDENT GROUP LIFE INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $57,501 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 4 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 687 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $524,859 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 3 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 1033 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $104,082 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | SMUV0-001 |
| Policy instance | 2 |
| Insurance contract or identification number | SMUV0-001 | | Number of Individuals Covered | 2418 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PLAN | | Welfare Benefit Premiums Paid to Carrier | USD $37,094 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30016102 |
| Policy instance | 1 |
| Insurance contract or identification number | 30016102 | | Number of Individuals Covered | 1775 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $4,679 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $245,012 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,679 | | Additional information about fees paid to insurance broker | N/A |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 5 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 479 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Other welfare benefits provided | DEPENDENT GROUP LIFE INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $54,840 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 4 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 678 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $476,803 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 3 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 1015 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $99,243 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | SMUV0-001 |
| Policy instance | 2 |
| Insurance contract or identification number | SMUV0-001 | | Number of Individuals Covered | 2473 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PLAN | | Welfare Benefit Premiums Paid to Carrier | USD $37,845 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30016102 |
| Policy instance | 1 |
| Insurance contract or identification number | 30016102 | | Number of Individuals Covered | 1786 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,374 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $244,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,374 | | Additional information about fees paid to insurance broker | N/A |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 5 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 454 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Other welfare benefits provided | DEPENDENT GROUP LIFE INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $52,991 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 4 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 643 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $454,511 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 3 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 989 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $98,190 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | SMUV0-001 |
| Policy instance | 2 |
| Insurance contract or identification number | SMUV0-001 | | Number of Individuals Covered | 2490 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PLAN | | Welfare Benefit Premiums Paid to Carrier | USD $37,526 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30016102 |
| Policy instance | 1 |
| Insurance contract or identification number | 30016102 | | Number of Individuals Covered | 1739 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,245 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $234,734 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,245 | | Additional information about fees paid to insurance broker | N/A |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30016102 |
| Policy instance | 1 |
| Insurance contract or identification number | 30016102 | | Number of Individuals Covered | 1708 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,241 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,241 | | Additional information about fees paid to insurance broker | N/A |
|
| MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | SMUV0-001 |
| Policy instance | 2 |
| Insurance contract or identification number | SMUV0-001 | | Number of Individuals Covered | 2470 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PLAN | | Welfare Benefit Premiums Paid to Carrier | USD $33,447 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 3 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 963 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $94,573 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 4 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 620 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $448,535 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 5 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 460 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Other welfare benefits provided | DEPENDENT GROUP LIFE INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $53,327 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 5 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 408 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Other welfare benefits provided | DEPENDENT GROUP LIFE INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $52,163 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | ANBTX INS SERVICES INC |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 4 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 581 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $430,325 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | ANBTX INS SERVICES INC |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 750966 |
| Policy instance | 3 |
| Insurance contract or identification number | 750966 | | Number of Individuals Covered | 900 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $85,465 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | ANBTX INS SERVICES INC |
|
| MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | SMUV0-001 |
| Policy instance | 2 |
| Insurance contract or identification number | SMUV0-001 | | Number of Individuals Covered | 2400 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PLAN | | Welfare Benefit Premiums Paid to Carrier | USD $32,665 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30016102 |
| Policy instance | 1 |
| Insurance contract or identification number | 30016102 | | Number of Individuals Covered | 1650 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,113 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,113 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker name | HOLMES MURPHY AND ASSOCIATES INC |
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