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MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 401k Plan overview

Plan NameMILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST
Plan identification number 501

MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 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
  • 10 or more employer plan under Code section 419A(f)(6).

401k Sponsoring company profile

MILLENNIUM ADVISORS, INC. DBA LIVING CARE LIFESTYLES has sponsored the creation of one or more 401k plans.

Company Name:MILLENNIUM ADVISORS, INC. DBA LIVING CARE LIFESTYLES
Employer identification number (EIN):911644545
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MILLENNIUM ADVISORS, INC. DBA LIVING CARE LIFESTYLES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1994-05-09
Company Identification Number: 601546202
Legal Registered Office Address: 1420 FIFTH AVE STE 3000

SEATTLE
United States of America (USA)
981012393

More information about MILLENNIUM ADVISORS, INC. DBA LIVING CARE LIFESTYLES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-11-01DEBI SE WELL2023-02-08
5012020-11-01DEBI SE WELL2022-04-28
5012019-11-01DEBI SEWELL2021-04-22
5012018-11-01DEBI SE WELL2020-04-07
5012017-11-01DEBI SE WELL2019-05-23
5012016-11-01
5012015-11-01DENIS R BRYANT
5012014-11-01DENIS R BRYANT
5012013-11-01DENIS BRYANT
5012012-11-01DENIS BRYANT

Plan Statistics for MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST

401k plan membership statisitcs for MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST

Measure Date Value
2021: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-11-01348
Total number of active participants reported on line 7a of the Form 55002021-11-01280
Number of retired or separated participants receiving benefits2021-11-010
Number of other retired or separated participants entitled to future benefits2021-11-010
Total of all active and inactive participants2021-11-01280
Number of employers contributing to the scheme2021-11-010
2020: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-11-01310
Total number of active participants reported on line 7a of the Form 55002020-11-01344
Number of retired or separated participants receiving benefits2020-11-014
Number of other retired or separated participants entitled to future benefits2020-11-010
Total of all active and inactive participants2020-11-01348
Number of employers contributing to the scheme2020-11-010
2019: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-11-01262
Total number of active participants reported on line 7a of the Form 55002019-11-01310
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-01310
Number of employers contributing to the scheme2019-11-010
2018: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-11-01351
Total number of active participants reported on line 7a of the Form 55002018-11-01262
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-010
Total of all active and inactive participants2018-11-01262
Number of employers contributing to the scheme2018-11-010
2017: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-11-01313
Total number of active participants reported on line 7a of the Form 55002017-11-01350
Number of retired or separated participants receiving benefits2017-11-011
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-01351
Number of employers contributing to the scheme2017-11-010
2016: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-11-01303
Total number of active participants reported on line 7a of the Form 55002016-11-01313
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-01313
2015: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-11-01188
Total number of active participants reported on line 7a of the Form 55002015-11-01303
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-01303
2014: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-11-01190
Total number of active participants reported on line 7a of the Form 55002014-11-01218
Number of retired or separated participants receiving benefits2014-11-012
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-01220
2013: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-01299
Total number of active participants reported on line 7a of the Form 55002013-11-01309
Total of all active and inactive participants2013-11-01309
Total participants2013-11-010
2012: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-01299
Total number of active participants reported on line 7a of the Form 55002012-11-01299
Total of all active and inactive participants2012-11-01299
Total participants2012-11-010

Form 5500 Responses for MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST

2021: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2021 form 5500 responses
2021-11-01Type of plan entityMulitple employer plan
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan benefit arrangement – InsuranceYes
2020: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2020 form 5500 responses
2020-11-01Type of plan entityMulitple employer plan
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan benefit arrangement – InsuranceYes
2019: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2019 form 5500 responses
2019-11-01Type of plan entityMulitple employer plan
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan benefit arrangement – InsuranceYes
2018: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2018 form 5500 responses
2018-11-01Type of plan entityMulitple employer plan
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan benefit arrangement – InsuranceYes
2017: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2017 form 5500 responses
2017-11-01Type of plan entityMulitple employer plan
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan benefit arrangement – InsuranceYes
2016: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2016 form 5500 responses
2016-11-01Type of plan entityMulitple employer plan
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes
2015: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2015 form 5500 responses
2015-11-01Type of plan entityMulitple employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes
2014: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2014 form 5500 responses
2014-11-01Type of plan entityMulitple employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes
2013: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2013 form 5500 responses
2013-11-01Type of plan entityMulitple employer plan
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – InsuranceYes
2012: MILLENNIUM ADVISORS WELFARE BENEFITS PLAN AND TRUST 2012 form 5500 responses
2012-11-01Type of plan entityMulitple employer plan
2012-11-01First time form 5500 has been submittedYes
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10235375
Policy instance 3
Insurance contract or identification number10235375
Number of Individuals Covered280
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $10,620
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,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $88,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,620
Amount paid for insurance broker fees0
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number4000184
Policy instance 2
Insurance contract or identification number4000184
Number of Individuals Covered161
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $70,268
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,435,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,268
Amount paid for insurance broker fees0
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30061605
Policy instance 1
Insurance contract or identification number30061605
Number of Individuals Covered148
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $827
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,937
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $827
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10235375
Policy instance 3
Insurance contract or identification number10235375
Number of Individuals Covered345
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $12,095
Total amount of fees paid to insurance companyUSD $2,369
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,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $101,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,095
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBROKER BONUS
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number4000184
Policy instance 2
Insurance contract or identification number4000184
Number of Individuals Covered237
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $88,680
Total amount of fees paid to insurance companyUSD $11,450
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,665,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88,680
Amount paid for insurance broker fees11450
Additional information about fees paid to insurance brokerPREFERRED PRODUCER PROGRAM
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30061605
Policy instance 1
Insurance contract or identification number30061605
Number of Individuals Covered201
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $801
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $801
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10235375
Policy instance 3
Insurance contract or identification number10235375
Number of Individuals Covered323
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $12,919
Total amount of fees paid to insurance companyUSD $2,058
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,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $108,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,919
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBROKER BONUS
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number4000184
Policy instance 2
Insurance contract or identification number4000184
Number of Individuals Covered209
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $147,480
Total amount of fees paid to insurance companyUSD $6,153
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,420,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $147,480
Amount paid for insurance broker fees6153
Additional information about fees paid to insurance brokerPREFERRED PRODUCER PROGRAM
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30061605
Policy instance 1
Insurance contract or identification number30061605
Number of Individuals Covered192
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $846
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $401
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10235227
Policy instance 3
Insurance contract or identification number10235227
Number of Individuals Covered262
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $11,539
Total amount of fees paid to insurance companyUSD $2,124
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,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $98,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,539
Amount paid for insurance broker fees2124
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number4000184
Policy instance 2
Insurance contract or identification number4000184
Number of Individuals Covered273
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $132,693
Total amount of fees paid to insurance companyUSD $8,121
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,369,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $132,693
Amount paid for insurance broker fees8121
Additional information about fees paid to insurance brokerPREFERRED PRODUCER PROGRAM
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30061605
Policy instance 1
Insurance contract or identification number30061605
Number of Individuals Covered167
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $776
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $776
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10235227
Policy instance 3
Insurance contract or identification number10235227
Number of Individuals Covered351
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $10,636
Total amount of fees paid to insurance companyUSD $3,116
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,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $90,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number4000184
Policy instance 2
Insurance contract or identification number4000184
Number of Individuals Covered148
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $64,825
Total amount of fees paid to insurance companyUSD $7,899
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,301,357
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: 53031 )
Policy contract number30061605
Policy instance 1
Insurance contract or identification number30061605
Number of Individuals Covered159
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $779
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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