BWW SOUTHERN MGT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT
| Measure | Date | Value |
|---|
| 2022: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 13 |
| 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 | 13 |
| 2021: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 19 |
| 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 | 19 |
| 2020: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 17 |
| 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 | 17 |
| 2019: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 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 | 15 |
| 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 | 15 |
| 2018: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 20 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 0 |
| Total of all active and inactive participants | 2018-05-01 | 20 |
| 2017: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 23 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 0 |
| Total of all active and inactive participants | 2017-05-01 | 23 |
| 2016: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 29 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
| Total of all active and inactive participants | 2016-05-01 | 29 |
| 2015: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 30 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
| Total of all active and inactive participants | 2015-05-01 | 30 |
| 2014: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 21 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 21 |
| 2013: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 23 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
| Total of all active and inactive participants | 2013-05-01 | 23 |
| 2012: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 19 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
| Total of all active and inactive participants | 2012-05-01 | 19 |
| 2011: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 24 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
| Total of all active and inactive participants | 2011-05-01 | 24 |
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $140,020 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $214,771 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $137,889 |
| Total plan assets at beginning of year | 2023-04-30 | $74,751 |
| Value of fidelity bond covering the plan | 2023-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $76,882 |
| Net income (gross income less expenses) | 2023-04-30 | $-74,751 |
| 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 | $74,751 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $140,020 |
| 2022 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $122,697 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $134,501 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $70,036 |
| Total plan assets at end of year | 2022-04-30 | $74,751 |
| Total plan assets at beginning of year | 2022-04-30 | $86,555 |
| Value of fidelity bond covering the plan | 2022-04-30 | $9,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $64,465 |
| Net income (gross income less expenses) | 2022-04-30 | $-11,804 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $74,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $86,555 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $122,697 |
| 2021 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $128,146 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $84,890 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $16,970 |
| Total plan assets at end of year | 2021-04-30 | $86,555 |
| Total plan assets at beginning of year | 2021-04-30 | $43,299 |
| Value of fidelity bond covering the plan | 2021-04-30 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $67,920 |
| Net income (gross income less expenses) | 2021-04-30 | $43,256 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $86,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $43,299 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $128,146 |
| 2020 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 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 | $105,761 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $105,542 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $48,395 |
| Total plan assets at end of year | 2020-04-30 | $43,300 |
| Total plan assets at beginning of year | 2020-04-30 | $43,081 |
| Value of fidelity bond covering the plan | 2020-04-30 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $57,147 |
| Net income (gross income less expenses) | 2020-04-30 | $219 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $43,300 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $43,081 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $105,761 |
| 2018 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-04-30 | $0 |
| Total plan liabilities at beginning of year | 2018-04-30 | $0 |
| Total income from all sources | 2018-04-30 | $154,455 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $190,054 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $103,148 |
| Total plan assets at end of year | 2018-04-30 | $35,777 |
| Total plan assets at beginning of year | 2018-04-30 | $71,376 |
| Value of fidelity bond covering the plan | 2018-04-30 | $75,000 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $86,906 |
| Net income (gross income less expenses) | 2018-04-30 | $-35,599 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $35,777 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $71,376 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $154,455 |
| 2017 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-04-30 | $0 |
| Total plan liabilities at beginning of year | 2017-04-30 | $0 |
| Total income from all sources | 2017-04-30 | $153,363 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $123,797 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $32,788 |
| Total plan assets at end of year | 2017-04-30 | $71,376 |
| Total plan assets at beginning of year | 2017-04-30 | $41,810 |
| Value of fidelity bond covering the plan | 2017-04-30 | $75,000 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $91,009 |
| Net income (gross income less expenses) | 2017-04-30 | $29,566 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $71,376 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $41,810 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $153,363 |
| 2016 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-30 | $0 |
| Total plan liabilities at beginning of year | 2016-04-30 | $655 |
| Total income from all sources | 2016-04-30 | $153,818 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $123,642 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $35,642 |
| Total plan assets at end of year | 2016-04-30 | $41,810 |
| Total plan assets at beginning of year | 2016-04-30 | $12,289 |
| Value of fidelity bond covering the plan | 2016-04-30 | $40,000 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $88,000 |
| Net income (gross income less expenses) | 2016-04-30 | $30,176 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $41,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $11,634 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $153,818 |
| 2015 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $655 |
| Total plan liabilities at beginning of year | 2015-04-30 | $1,920 |
| Total income from all sources | 2015-04-30 | $89,373 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $85,375 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $34,588 |
| Total plan assets at end of year | 2015-04-30 | $12,289 |
| Total plan assets at beginning of year | 2015-04-30 | $9,556 |
| Value of fidelity bond covering the plan | 2015-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $50,787 |
| Net income (gross income less expenses) | 2015-04-30 | $3,998 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $11,634 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $7,636 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $89,373 |
| 2014 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $1,920 |
| Total plan liabilities at beginning of year | 2014-04-30 | $1,206 |
| Total income from all sources | 2014-04-30 | $76,501 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $68,865 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $24,892 |
| Total plan assets at end of year | 2014-04-30 | $9,556 |
| Total plan assets at beginning of year | 2014-04-30 | $1,206 |
| Value of fidelity bond covering the plan | 2014-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $43,973 |
| Net income (gross income less expenses) | 2014-04-30 | $7,636 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $7,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $76,501 |
| 2013 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $1,206 |
| Total plan liabilities at beginning of year | 2013-04-30 | $4,573 |
| Total income from all sources | 2013-04-30 | $86,555 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $86,555 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $43,507 |
| Total plan assets at end of year | 2013-04-30 | $1,206 |
| Total plan assets at beginning of year | 2013-04-30 | $4,573 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $43,048 |
| Net income (gross income less expenses) | 2013-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $86,555 |
| 2012 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $4,573 |
| Total plan liabilities at beginning of year | 2012-04-30 | $3,739 |
| Total income from all sources | 2012-04-30 | $87,453 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $87,453 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $43,425 |
| Total plan assets at end of year | 2012-04-30 | $4,573 |
| Total plan assets at beginning of year | 2012-04-30 | $3,739 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $44,028 |
| Net income (gross income less expenses) | 2012-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $87,453 |
| 2011 : EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $3,739 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $54,970 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $54,970 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $28,574 |
| Total plan assets at end of year | 2011-04-30 | $3,739 |
| Total plan assets at beginning of year | 2011-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $26,396 |
| Net income (gross income less expenses) | 2011-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $54,970 |
| 2022: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 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 BWW SOUTHERN MGT 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 BWW SOUTHERN MGT 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 BWW SOUTHERN MGT 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 BWW SOUTHERN MGT 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEE HEALTH PLAN OF BWW SOUTHERN MGT 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 14 | | 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 | 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 $58,836 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 23 | | 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 | 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 $51,340 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 19 | | 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 | 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 $52,519 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 16 | | 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 | 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 $43,365 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 22 | | 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 | No | | 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 $61,537 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | 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 | No | | 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 $64,864 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 | No | | 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 $62,646 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 | No | | 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 $35,852 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 | No | | 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 $30,815 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 | No | | 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 $30,392 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 | No | | 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 $31,049 | | 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 | 40178 NFA 0473 |
| Policy instance | 1 |
| Insurance contract or identification number | 40178 NFA 0473 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 | No | | 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 $20,821 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
