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HILLPOINTE, LLC 502 401k Plan overview

Plan NameHILLPOINTE, LLC 502
Plan identification number 502

HILLPOINTE, LLC 502 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)

401k Sponsoring company profile

HILLPOINTE, LLC, WELFARE BENEFITS PLAN has sponsored the creation of one or more 401k plans.

Company Name:HILLPOINTE, LLC, WELFARE BENEFITS PLAN
Employer identification number (EIN):874188092
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HILLPOINTE, LLC 502

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-06-01JOHN RACINE2024-11-26 JOHN RACINE2024-11-26

Form 5500 Responses for HILLPOINTE, LLC 502

2023: HILLPOINTE, LLC 502 2023 form 5500 responses
2023-06-01Type of plan entitySingle employer plan
2023-06-01First time form 5500 has been submittedYes
2023-06-01Submission has been amendedNo
2023-06-01This submission is the final filingNo
2023-06-01This return/report is a short plan year return/report (less than 12 months)No
2023-06-01Plan is a collectively bargained planNo
2023-06-01Plan funding arrangement – InsuranceYes
2023-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract numberK1662
Policy instance 1
Insurance contract or identification numberK1662
Number of Individuals Covered186
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $86,672
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1142256
Policy instance 2
Insurance contract or identification number1142256
Number of Individuals Covered264
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $17,003
Total amount of fees paid to insurance companyUSD $10,634
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $105,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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