LEE BIVINS FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION
401k plan membership statisitcs for HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION
| Measure | Date | Value |
|---|
| 2021: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 0 |
| 2020: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 13 |
| 2019: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 71 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 71 |
| 2018: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 66 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 66 |
| 2017: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 63 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
| Total of all active and inactive participants | 2017-11-01 | 63 |
| 2016: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 76 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
| Total of all active and inactive participants | 2016-11-01 | 76 |
| 2015: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 142 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 107 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 112 |
| 2014: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 156 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 142 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
| Total of all active and inactive participants | 2014-11-01 | 142 |
| 2013: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 164 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 156 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 0 |
| Total of all active and inactive participants | 2013-11-01 | 157 |
| 2012: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 181 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 164 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 2 |
| Total of all active and inactive participants | 2012-11-01 | 166 |
| 2011: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 195 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 179 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 2 |
| Total of all active and inactive participants | 2011-11-01 | 181 |
| 2010: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 186 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 195 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 1 |
| Total of all active and inactive participants | 2010-11-01 | 196 |
| 2009: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 189 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 186 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 1 |
| Total of all active and inactive participants | 2009-11-01 | 187 |
| 2021: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | This submission is the final filing | Yes |
| 2021-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2008: HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LEE BIVINS FOUNDATION 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | S354056 |
| Policy instance | 1 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of fees paid to insurance company | USD $581 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,869 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 388 | | Additional information about fees paid to insurance broker | REINSURANCE FEES | | Insurance broker organization code? | 3 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | S354056 |
| Policy instance | 1 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of fees paid to insurance company | USD $13,651 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $131,322 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 9146 | | Additional information about fees paid to insurance broker | REINSURANCE FEES | | Insurance broker organization code? | 3 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | S354056 |
| Policy instance | 2 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $600 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other welfare benefits provided | TRANSPLANT POLICY | | Welfare Benefit Premiums Paid to Carrier | USD $6,609 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | TRANSPLANT POLICY | | Commission paid to Insurance Broker | USD $600 | | Insurance broker organization code? | 5 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | S354056 |
| Policy instance | 2 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of fees paid to insurance company | USD $19,951 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $222,651 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 13367 | | Additional information about fees paid to insurance broker | REINSURANCE FEES | | Insurance broker organization code? | 3 |
|
| CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 ) |
| Policy contract number | S354056 |
| Policy instance | 1 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $1,160 | | Other welfare benefits provided | TRANSPLANT POLICY | | Welfare Benefit Premiums Paid to Carrier | USD $11,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,160 | | Additional information about fees paid to insurance broker | CLAIMS ADMINISTRATOR | | Insurance broker organization code? | 5 |
|
| CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 ) |
| Policy contract number | S354056 |
| Policy instance | 1 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $1,044 | | Other welfare benefits provided | TRANSPLANT POLICY | | Welfare Benefit Premiums Paid to Carrier | USD $10,444 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,044 | | Additional information about fees paid to insurance broker | CLAIMS ADMINISTRATOR | | Insurance broker organization code? | 5 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | S354056 |
| Policy instance | 2 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of fees paid to insurance company | USD $17,849 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $189,552 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 11959 | | Additional information about fees paid to insurance broker | REINSURANCE FEES | | Insurance broker organization code? | 3 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | S354056 |
| Policy instance | 2 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of fees paid to insurance company | USD $17,824 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $179,557 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 ) |
| Policy contract number | S354056 |
| Policy instance | 1 |
| Insurance contract or identification number | S354056 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $1,101 | | Other welfare benefits provided | TRANSPLANT POLICY | | Welfare Benefit Premiums Paid to Carrier | USD $11,098 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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