BERKSHIRE FOOD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD
| Measure | Date | Value |
|---|
| 2022: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 24 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 24 |
| 2021: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 26 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 26 |
| 2020: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 24 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 24 |
| 2019: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 19 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
| Total of all active and inactive participants | 2019-05-01 | 19 |
| 2018: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 17 |
| Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
| Total of all active and inactive participants | 2018-09-01 | 17 |
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $180,300 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $180,300 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $77,416 |
| Value of fidelity bond covering the plan | 2023-04-30 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $102,884 |
| Net income (gross income less expenses) | 2023-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $180,300 |
| 2022 : EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $153,870 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $153,870 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $67,853 |
| Value of fidelity bond covering the plan | 2022-04-30 | $8,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $86,017 |
| Net income (gross income less expenses) | 2022-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $153,870 |
| 2021 : EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $133,037 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $167,684 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $92,757 |
| Total plan assets at beginning of year | 2021-04-30 | $34,647 |
| Value of fidelity bond covering the plan | 2021-04-30 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $74,927 |
| Net income (gross income less expenses) | 2021-04-30 | $-34,647 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $34,647 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $133,037 |
| 2020 : EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-04-30 | $0 |
| Total plan liabilities at beginning of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $126,926 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $106,539 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $33,814 |
| Total plan assets at end of year | 2020-04-30 | $34,647 |
| Total plan assets at beginning of year | 2020-04-30 | $14,260 |
| Value of fidelity bond covering the plan | 2020-04-30 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $72,725 |
| Net income (gross income less expenses) | 2020-04-30 | $20,387 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $34,647 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $14,260 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $126,926 |
| 2019 : EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-04-30 | $0 |
| Total plan liabilities at beginning of year | 2019-04-30 | $0 |
| Total income from all sources | 2019-04-30 | $50,963 |
| Expenses. Total of all expenses incurred | 2019-04-30 | $36,703 |
| Benefits paid (including direct rollovers) | 2019-04-30 | $5,925 |
| Total plan assets at end of year | 2019-04-30 | $14,260 |
| Total plan assets at beginning of year | 2019-04-30 | $0 |
| Value of fidelity bond covering the plan | 2019-04-30 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2019-04-30 | $30,778 |
| Net income (gross income less expenses) | 2019-04-30 | $14,260 |
| Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $14,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-04-30 | $50,963 |
| 2022: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMPLOYEE HEALTH PLAN OF BERKSHIRE FOOD 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | First time form 5500 has been submitted | Yes |
| 2018-09-01 | Submission has been amended | No |
| 2018-09-01 | This submission is the final filing | No |
| 2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-09-01 | Plan is a collectively bargained plan | No |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 29505NFA0707 |
| Policy instance | 1 |
| Insurance contract or identification number | 29505NFA0707 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $77,171 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 29505NFA0707 |
| Policy instance | 1 |
| Insurance contract or identification number | 29505NFA0707 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $65,493 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 29505NFA0707 |
| Policy instance | 1 |
| Insurance contract or identification number | 29505NFA0707 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $54,865 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 29505NFA0707 |
| Policy instance | 1 |
| Insurance contract or identification number | 29505NFA0707 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $52,860 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 29505NFA0707 |
| Policy instance | 1 |
| Insurance contract or identification number | 29505NFA0707 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $21,749 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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