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Plan Name | THE BON AGENCY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | BON AGENCY INC |
Employer identification number (EIN): | 830106360 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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501 | 2018-01-01 | DESMOND BENNION |
Measure | Date | Value |
---|---|---|
2018: THE BON AGENCY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2018 : THE BON AGENCY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $31,999 |
Expenses. Total of all expenses incurred | 2018-12-31 | $23,443 |
Benefits paid (including direct rollovers) | 2018-12-31 | $14,393 |
Total plan assets at end of year | 2018-12-31 | $8,556 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Total contributions received or receivable from participants | 2018-12-31 | $8,295 |
Other income received | 2018-12-31 | $138 |
Net income (gross income less expenses) | 2018-12-31 | $8,556 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,556 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $23,566 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,050 |
2018: THE BON AGENCY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 form 5500 responses | ||
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |