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MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 401k Plan overview

Plan NameMONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN
Plan identification number 501

MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN Benefits

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

401k Sponsoring company profile

MONARCH INVESTMENT AND MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name:MONARCH INVESTMENT AND MANAGEMENT GROUP
Employer identification number (EIN):201188057
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01KARIN JENSEN2024-01-31
5012021-07-01EMILY LUNZER2023-02-03
5012020-07-01KARIN JENSEN2022-04-11
5012019-07-01KARIN JENSEN2021-01-19
5012018-07-01ANDY NEWELL2020-01-13
5012017-07-01
5012016-07-01
5012015-07-01ANDY NEWELL
5012014-07-01ANDY NEWELL
5012013-07-01ANDY NEWELL
5012012-07-01ANDY NEWELL
5012011-07-01ANDY NEWELL

Plan Statistics for MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN

401k plan membership statisitcs for MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN

Measure Date Value
2022: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,656
Total number of active participants reported on line 7a of the Form 55002022-07-011,584
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-011,584
Number of employers contributing to the scheme2022-07-010
2021: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,432
Total number of active participants reported on line 7a of the Form 55002021-07-011,462
Number of retired or separated participants receiving benefits2021-07-017
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-011,469
Number of employers contributing to the scheme2021-07-010
2020: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01766
Total number of active participants reported on line 7a of the Form 55002020-07-011,388
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-011,390
Number of employers contributing to the scheme2020-07-010
2019: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,131
Total number of active participants reported on line 7a of the Form 55002019-07-011,287
Number of retired or separated participants receiving benefits2019-07-014
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-011,291
Number of employers contributing to the scheme2019-07-010
2018: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01978
Total number of active participants reported on line 7a of the Form 55002018-07-011,127
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-011,129
Number of employers contributing to the scheme2018-07-010
2017: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01784
Total number of active participants reported on line 7a of the Form 55002017-07-01992
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01994
Number of employers contributing to the scheme2017-07-010
2016: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01495
Total number of active participants reported on line 7a of the Form 55002016-07-01495
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01495
2015: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01497
Total number of active participants reported on line 7a of the Form 55002015-07-01495
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01495
2014: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01342
Total number of active participants reported on line 7a of the Form 55002014-07-01495
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01497
2013: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01238
Total number of active participants reported on line 7a of the Form 55002013-07-01317
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01319
2012: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01203
Total number of active participants reported on line 7a of the Form 55002012-07-01264
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01267
2011: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01136
Total number of active participants reported on line 7a of the Form 55002011-07-01199
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01199

Form 5500 Responses for MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN

2022: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: MONARCH INVESTMENT AND MANAGEMENT GROUP MEDICAL PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes

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