401k Plan data: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN plan

THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 401k Plan overview

Plan Name	THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN
Plan identification number	501

THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

THE NEWBERRY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE NEWBERRY GROUP, INC.

Employer identification number (EIN): 431755637

NAIC Classification: 519100

Additional information about THE NEWBERRY GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-11-09

Company Identification Number: 0802579892

Legal Registered Office Address: 26 PORTWEST CT

SAINT CHARLES
United States of America (USA)
63303

More information about THE NEWBERRY GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2012-02-01 BRINDA BEASLEY
501 2011-02-01 CHRIS PUGH
501 2010-02-01 CHRIS PUGH
501 2009-02-01 BRINDA BEASLEY BRINDA BEASLEY 2010-08-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2012-02-01	BRINDA BEASLEY
501	2011-02-01	CHRIS PUGH
501	2010-02-01	CHRIS PUGH
501	2009-02-01	BRINDA BEASLEY	BRINDA BEASLEY	2010-08-15

Plan Statistics for THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN

401k plan membership statisitcs for THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN

Measure Date Value
2012: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 98
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 74
Number of retired or separated participants receiving benefits 2012-02-01 2
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 76
2011: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 97
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 86
Number of retired or separated participants receiving benefits 2011-02-01 2
Number of other retired or separated participants entitled to future benefits 2011-02-01 10
Total of all active and inactive participants 2011-02-01 98
2010: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 108
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 88
Number of retired or separated participants receiving benefits 2010-02-01 7
Number of other retired or separated participants entitled to future benefits 2010-02-01 2
Total of all active and inactive participants 2010-02-01 97
Total participants 2010-02-01 97
2009: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 206
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 103
Number of retired or separated participants receiving benefits 2009-02-01 5
Total of all active and inactive participants 2009-02-01 108
Total participants 2009-02-01 108

Measure	Date	Value
2012: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	98
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	74
Number of retired or separated participants receiving benefits	2012-02-01	2
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	76
2011: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	97
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	86
Number of retired or separated participants receiving benefits	2011-02-01	2
Number of other retired or separated participants entitled to future benefits	2011-02-01	10
Total of all active and inactive participants	2011-02-01	98
2010: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	108
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	88
Number of retired or separated participants receiving benefits	2010-02-01	7
Number of other retired or separated participants entitled to future benefits	2010-02-01	2
Total of all active and inactive participants	2010-02-01	97
Total participants	2010-02-01	97
2009: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	206
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	103
Number of retired or separated participants receiving benefits	2009-02-01	5
Total of all active and inactive participants	2009-02-01	108
Total participants	2009-02-01	108

Form 5500 Responses for THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN

2012: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Plan funding arrangement – Insurance	Yes
2012-02-01	Plan benefit arrangement – Insurance	Yes
2011: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes
2010: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Plan funding arrangement – Insurance	Yes
2010-02-01	Plan benefit arrangement – Insurance	Yes
2009: THE NEWBERRY GROUP, INC LIFE/ DENTAL/ AD & D HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	This submission is the final filing	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	THE NEWBERRY GROUP, INC.
Employer identification number (EIN):	431755637
NAIC Classification:	519100

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-11-09
Company Identification Number:	0802579892
Legal Registered Office Address:	26 PORTWEST CT SAINT CHARLES United States of America (USA) 63303