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YMCA OF BUCKS AND HUNTERDON COUNTIES 401k Plan overview

Plan NameYMCA OF BUCKS AND HUNTERDON COUNTIES
Plan identification number 501

YMCA OF BUCKS AND HUNTERDON COUNTIES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

CENTRAL BUCKS FAMILY YMCA has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL BUCKS FAMILY YMCA
Employer identification number (EIN):231903158
NAIC Classification:713900

Additional information about CENTRAL BUCKS FAMILY YMCA

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 60222

More information about CENTRAL BUCKS FAMILY YMCA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YMCA OF BUCKS AND HUNTERDON COUNTIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01FRANCIS CARDACI2024-08-13

Plan Statistics for YMCA OF BUCKS AND HUNTERDON COUNTIES

401k plan membership statisitcs for YMCA OF BUCKS AND HUNTERDON COUNTIES

Measure Date Value
2023: YMCA OF BUCKS AND HUNTERDON COUNTIES 2023 401k membership
Total participants, beginning-of-year2023-01-01101
Total number of active participants reported on line 7a of the Form 55002023-01-0196
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0196
Number of employers contributing to the scheme2023-01-010

Form 5500 Responses for YMCA OF BUCKS AND HUNTERDON COUNTIES

2023: YMCA OF BUCKS AND HUNTERDON COUNTIES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01First time form 5500 has been submittedYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number930544
Policy instance 1
Insurance contract or identification number930544
Number of Individuals Covered132
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $23,778
Total amount of fees paid to insurance companyUSD $55,840
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,109,536
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 number1000124
Policy instance 2
Insurance contract or identification number1000124
Number of Individuals Covered140
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,722
Total amount of fees paid to insurance companyUSD $2,990
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $50,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberLXA19
Policy instance 3
Insurance contract or identification numberLXA19
Number of Individuals Covered8
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $1,072
Total amount of fees paid to insurance companyUSD $58
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS, HOSPITAL, CANCER
Welfare Benefit Premiums Paid to CarrierUSD $5,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberLXA19
Policy instance 4
Insurance contract or identification numberLXA19
Number of Individuals Covered9
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,138
Total amount of fees paid to insurance companyUSD $58
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS, HOSPITAL, CANCER
Welfare Benefit Premiums Paid to CarrierUSD $6,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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