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GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 401k Plan overview

Plan NameGROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC.
Plan identification number 501

GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 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
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

BOKER'S INC. has sponsored the creation of one or more 401k plans.

Company Name:BOKER'S INC.
Employer identification number (EIN):410947742
NAIC Classification:332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-07-01THOMAS R STEPHAN2024-11-14
5012022-07-01THOMAS R STEPHAN2023-11-15
5012021-07-01THOMAS R STEPHAN2022-11-21
5012020-07-01THOMAS R STEPHAN2022-01-13
5012019-07-01
5012019-07-01
5012018-07-01
5012018-07-01
5012018-07-01THOMAS STEPHAN
5012017-07-01THOMAS STEPHAN
5012017-07-01
5012017-07-01THOMAS STEPHAN
5012016-11-01THOMAS STEPHAN
5012015-11-01THOMAS STEPHAN
5012014-11-01THOMAS STEPHAN THOMAS STEPHAN2016-04-14
5012013-11-01THOMAS STEPHAN THOMAS STEPHAN2015-05-21
5012012-11-01THOMAS STEPHAN THOMAS STEPHAN2015-05-21
5012008-11-01

Plan Statistics for GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC.

401k plan membership statisitcs for GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC.

Measure Date Value
2023: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2023 401k membership
Total participants, beginning-of-year2023-07-01113
Total number of active participants reported on line 7a of the Form 55002023-07-01103
Number of retired or separated participants receiving benefits2023-07-010
Number of other retired or separated participants entitled to future benefits2023-07-010
Total of all active and inactive participants2023-07-01103
Number of employers contributing to the scheme2023-07-010
2022: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2022 401k membership
Total participants, beginning-of-year2022-07-01117
Total number of active participants reported on line 7a of the Form 55002022-07-01113
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01113
Number of employers contributing to the scheme2022-07-010
2021: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01107
Total number of active participants reported on line 7a of the Form 55002021-07-01104
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01104
Number of employers contributing to the scheme2021-07-010
2020: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01114
Total number of active participants reported on line 7a of the Form 55002020-07-01107
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01107
Number of employers contributing to the scheme2020-07-010
2019: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01114
Total number of active participants reported on line 7a of the Form 55002019-07-01113
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01114
2018: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01105
Total number of active participants reported on line 7a of the Form 55002018-07-01114
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01114
2017: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01116
Total number of active participants reported on line 7a of the Form 55002017-07-01105
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01105
2016: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2016 401k membership
Total participants, beginning-of-year2016-11-01115
Total number of active participants reported on line 7a of the Form 55002016-11-01115
Number of retired or separated participants receiving benefits2016-11-011
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-01116
2015: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2015 401k membership
Total participants, beginning-of-year2015-11-01120
Total number of active participants reported on line 7a of the Form 55002015-11-01114
Number of retired or separated participants receiving benefits2015-11-011
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-01115
2014: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2014 401k membership
Total participants, beginning-of-year2014-11-01114
Total number of active participants reported on line 7a of the Form 55002014-11-01119
Number of retired or separated participants receiving benefits2014-11-011
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-01120
2013: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2013 401k membership
Total participants, beginning-of-year2013-11-01107
Total number of active participants reported on line 7a of the Form 55002013-11-01114
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-010
Total of all active and inactive participants2013-11-01114
2012: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2012 401k membership
Total participants, beginning-of-year2012-11-01103
Total number of active participants reported on line 7a of the Form 55002012-11-01105
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-010
Total of all active and inactive participants2012-11-01105

Form 5500 Responses for GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC.

2023: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan benefit arrangement – InsuranceYes
2022: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – General assets of the sponsorYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – General assets of the sponsorYes
2015: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2015 form 5500 responses
2015-11-01Type of plan entitySingle 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 funding arrangement – General assets of the sponsorYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – General assets of the sponsorYes
2014: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2014 form 5500 responses
2014-11-01Type of plan entitySingle 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 funding arrangement – General assets of the sponsorYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – General assets of the sponsorYes
2013: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – General assets of the sponsorYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – General assets of the sponsorYes
2012: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedYes
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – General assets of the sponsorYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement – General assets of the sponsorYes
2008: GROUP HOSPITALIZATION & GROUP LIFE PLAN OF BOKER'S , INC. 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1160140
Policy instance 2
Insurance contract or identification number1160140
Number of Individuals Covered170
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $9,440
Total amount of fees paid to insurance companyUSD $6,755
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $118,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 1
Insurance contract or identification number145530
Number of Individuals Covered185
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
Total amount of commissions paid to insurance brokerUSD $40,731
Total amount of fees paid to insurance companyUSD $3,127
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,470,171
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 number1160140
Policy instance 2
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number526360
Policy instance 2
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 1
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number526360
Policy instance 2
MEDICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number526360
Policy instance 1
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number526360
Policy instance 1
MEDICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 2
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number145164
Policy instance 3
MEDICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number526360
Policy instance 1
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number145164
Policy instance 3
MEDICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL658411
Policy instance 1
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 1
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number145164
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL658411
Policy instance 3
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number145164
Policy instance 3
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 2
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL658411
Policy instance 1
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number145530
Policy instance 2
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number145164
Policy instance 1

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