?>
Logo

CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT 401k Plan overview

Plan NameCSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT
Plan identification number 508

CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

CSAA INSURANCE EXCHANGE has sponsored the creation of one or more 401k plans.

Company Name:CSAA INSURANCE EXCHANGE
Employer identification number (EIN):940361650
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082014-01-01MELISSA JONES

Plan Statistics for CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT

401k plan membership statisitcs for CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT

Measure Date Value
2014: CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01674
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01962
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01962

Financial Data on CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT

Measure Date Value
2014 : CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,419,091
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,419,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,419,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,419,091
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$391,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$0
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,028,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,419,091
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CROWE HORWATCH LLP
Accountancy firm EIN2014-12-31350921680

Form 5500 Responses for CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT

2014: CSAA INSURANCE EXCHANGE HEALTH REIMBURSEMENT ARRANGEMENT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3