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FIRST SOURCE WELFARE BENEFIT PLAN (REVERE) 401k Plan overview

Plan NameFIRST SOURCE WELFARE BENEFIT PLAN (REVERE)
Plan identification number 524

FIRST SOURCE WELFARE BENEFIT PLAN (REVERE) Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

PROVIDER SERVICES has sponsored the creation of one or more 401k plans.

Company Name:PROVIDER SERVICES
Employer identification number (EIN):810681796
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about PROVIDER SERVICES

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2005-11-16
Company Identification Number: 1581849
Legal Registered Office Address: 2500 COUNTRY CLUB BLVD
SUITE 255
NORTH OLMSTED
United States of America (USA)
44070

More information about PROVIDER SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST SOURCE WELFARE BENEFIT PLAN (REVERE)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5242017-01-01JOHN KRYSTOWSKI

Plan Statistics for FIRST SOURCE WELFARE BENEFIT PLAN (REVERE)

401k plan membership statisitcs for FIRST SOURCE WELFARE BENEFIT PLAN (REVERE)

Measure Date Value
2017: FIRST SOURCE WELFARE BENEFIT PLAN (REVERE) 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-011,166
Total of all active and inactive participants2017-01-011,166
Total participants2017-01-011,166

Form 5500 Responses for FIRST SOURCE WELFARE BENEFIT PLAN (REVERE)

2017: FIRST SOURCE WELFARE BENEFIT PLAN (REVERE) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000403005034
Policy instance 1
Insurance contract or identification number000403005034
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $608
Total amount of fees paid to insurance companyUSD $354
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $438
Amount paid for insurance broker fees317
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameSTEVEN PAPPADAKES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0160695
Policy instance 2
Insurance contract or identification number0160695
Number of Individuals Covered426
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $1,702
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $102,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1702
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF ILLINOIS INC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number701308
Policy instance 3
Insurance contract or identification number701308
Number of Individuals Covered567
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number9830100/9830118
Policy instance 4
Insurance contract or identification number9830100/9830118
Number of Individuals Covered443
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246530
Policy instance 5
Insurance contract or identification number246530
Number of Individuals Covered564
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $891
Welfare Benefit Premiums Paid to CarrierUSD $24,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $891
Insurance broker organization code?3
Insurance broker nameWILLIS INSURANCE SERVICES OF CA
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number695971
Policy instance 6
Insurance contract or identification number695971
Number of Individuals Covered1166
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $65,879
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $217,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,584
Insurance broker organization code?3
Insurance broker nameSTEVEN PAPPADAKES
ENVISION PHARMACEUTICAL SERVICES, LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberFIRSTSOURC
Policy instance 7
Insurance contract or identification numberFIRSTSOURC
Number of Individuals Covered564
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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