J DAVIS ENTERPRISES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES
| Measure | Date | Value |
|---|
| 2022: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 2 |
| 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 | 2 |
| 2020: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 3 |
| 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 | 3 |
| 2019: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 3 |
| 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 | 3 |
| 2018: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 3 |
| 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 | 3 |
| 2017: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 3 |
| 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 | 3 |
| 2016: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 5 |
| 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 | 5 |
| 2015: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 3 |
| 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 | 3 |
| 2014: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 3 |
| 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 | 3 |
| 2013: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 3 |
| 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 | 3 |
| 2012: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 3 |
| 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 | 3 |
| 2011: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 3 |
| 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 | 3 |
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2023 401k financial data |
|---|
| Value of fidelity bond covering the plan | 2023-04-30 | $1,000 |
| Net income (gross income less expenses) | 2023-04-30 | $0 |
| 2021 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $2,034 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $2,034 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $1,221 |
| Total plan assets at beginning of year | 2021-04-30 | $0 |
| Value of fidelity bond covering the plan | 2021-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $813 |
| Net income (gross income less expenses) | 2021-04-30 | $0 |
| 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 | $0 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $2,034 |
| 2020 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 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 | $2,034 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $2,034 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $1,216 |
| Total plan assets at end of year | 2020-04-30 | $0 |
| Total plan assets at beginning of year | 2020-04-30 | $0 |
| Value of fidelity bond covering the plan | 2020-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $818 |
| Net income (gross income less expenses) | 2020-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $2,034 |
| 2018 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 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 | $2,034 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $2,034 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $1,195 |
| Total plan assets at end of year | 2018-04-30 | $0 |
| Total plan assets at beginning of year | 2018-04-30 | $0 |
| Value of fidelity bond covering the plan | 2018-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $839 |
| Net income (gross income less expenses) | 2018-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $2,034 |
| 2017 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 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 | $2,034 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $2,034 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $1,061 |
| Total plan assets at end of year | 2017-04-30 | $0 |
| Total plan assets at beginning of year | 2017-04-30 | $0 |
| Value of fidelity bond covering the plan | 2017-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $973 |
| Net income (gross income less expenses) | 2017-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $2,034 |
| 2016 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 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 | $0 |
| Total income from all sources | 2016-04-30 | $2,034 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $2,034 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $1,188 |
| Total plan assets at end of year | 2016-04-30 | $0 |
| Total plan assets at beginning of year | 2016-04-30 | $0 |
| Value of fidelity bond covering the plan | 2016-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $846 |
| Net income (gross income less expenses) | 2016-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $2,034 |
| 2015 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $0 |
| Total plan liabilities at beginning of year | 2015-04-30 | $36 |
| Total income from all sources | 2015-04-30 | $2,052 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $2,052 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $1,209 |
| Total plan assets at end of year | 2015-04-30 | $0 |
| Total plan assets at beginning of year | 2015-04-30 | $36 |
| Value of fidelity bond covering the plan | 2015-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $843 |
| Net income (gross income less expenses) | 2015-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $2,052 |
| 2014 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $36 |
| Total plan liabilities at beginning of year | 2014-04-30 | $65 |
| Total income from all sources | 2014-04-30 | $2,012 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $2,012 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $1,228 |
| Total plan assets at end of year | 2014-04-30 | $36 |
| Total plan assets at beginning of year | 2014-04-30 | $65 |
| Value of fidelity bond covering the plan | 2014-04-30 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $784 |
| Net income (gross income less expenses) | 2014-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
| 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 | $2,012 |
| 2013 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $65 |
| Total plan liabilities at beginning of year | 2013-04-30 | $183 |
| Total income from all sources | 2013-04-30 | $1,935 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $1,935 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $1,300 |
| Total plan assets at end of year | 2013-04-30 | $65 |
| Total plan assets at beginning of year | 2013-04-30 | $183 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $635 |
| 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 | $1,935 |
| 2012 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $183 |
| Total plan liabilities at beginning of year | 2012-04-30 | $71 |
| Total income from all sources | 2012-04-30 | $1,888 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $1,888 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $1,244 |
| Total plan assets at end of year | 2012-04-30 | $183 |
| Total plan assets at beginning of year | 2012-04-30 | $71 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $644 |
| 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 | $1,888 |
| 2011 : EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $71 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $1,693 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $1,693 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $1,034 |
| Total plan assets at end of year | 2011-04-30 | $71 |
| Total plan assets at beginning of year | 2011-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $659 |
| 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 | $1,693 |
| 2022: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 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 benefit arrangement – Insurance | Yes |
| 2020: EMPLOYEE HEALTH PLAN OF J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 J DAVIS ENTERPRISES 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 2 | | 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 | No | | 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 $456 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 | 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 $570 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 | 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 $580 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 $594 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 $593 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 $592 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 $594 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 $597 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 $458 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 $460 | | 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 | 13420 NFA 0150 |
| Policy instance | 1 |
| Insurance contract or identification number | 13420 NFA 0150 | | Number of Individuals Covered | 5 | | 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 $474 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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