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SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 401k Plan overview

Plan NameSOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN
Plan identification number 501

SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

SONORAN UNIVERSITY OF HEALTH SCIENCES has sponsored the creation of one or more 401k plans.

Company Name:SONORAN UNIVERSITY OF HEALTH SCIENCES
Employer identification number (EIN):860702049
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01EDWARD M. PODOL2023-12-12
5012021-07-01EDWARD M. PODOL2022-09-27
5012020-07-01EDWARD M. PODOL2021-10-06
5012019-07-01EDWARD M PODOL2021-03-08

Plan Statistics for SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN

401k plan membership statisitcs for SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN

Measure Date Value
2022: SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01115
Total number of active participants reported on line 7a of the Form 55002022-07-01121
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01121
Number of employers contributing to the scheme2022-07-010
2021: SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01423
Total number of active participants reported on line 7a of the Form 55002021-07-01486
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01486
Number of employers contributing to the scheme2021-07-010
2020: SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01108
Total number of active participants reported on line 7a of the Form 55002020-07-01104
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01104
Number of employers contributing to the scheme2020-07-010
2019: SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01104
Total number of active participants reported on line 7a of the Form 55002019-07-01108
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01108
Number of employers contributing to the scheme2019-07-010

Form 5500 Responses for SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN

2022: SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: SOUTHWEST COLLEGE OF NATUROPATHIC MEDICINE AND HEALTH SCIENCES LIFE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01First time form 5500 has been submittedYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CURALINC HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2518
Policy instance 1
Insurance contract or identification number2518
Number of Individuals Covered140
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $2,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3334918
Policy instance 2
Insurance contract or identification number3334918
Number of Individuals Covered98
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $8,633
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,633
Amount paid for insurance broker fees0
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number03625001
Policy instance 3
Insurance contract or identification number03625001
Number of Individuals Covered168
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $1,139
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,139
Amount paid for insurance broker fees0
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603326
Policy instance 4
Insurance contract or identification numberSGM603326
Number of Individuals Covered121
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $6,444
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $59,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $6,444
Amount paid for insurance broker fees0
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603326
Policy instance 1
Insurance contract or identification numberSGM603326
Number of Individuals Covered486
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $2,350
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $27,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,350
Amount paid for insurance broker fees0
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603326
Policy instance 1
Insurance contract or identification numberSGM603326
Number of Individuals Covered104
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $2,381
Total amount of fees paid to insurance companyUSD $467
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Welfare Benefit Premiums Paid to CarrierUSD $23,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,381
Amount paid for insurance broker fees467
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM603326
Policy instance 1
Insurance contract or identification numberSGM603326
Number of Individuals Covered108
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $2,003
Total amount of fees paid to insurance companyUSD $212
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,003
Amount paid for insurance broker fees212
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3

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