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THE BENECON GROUP, INC. GROUP HEALTH PLAN 401k Plan overview

Plan NameTHE BENECON GROUP, INC. GROUP HEALTH PLAN
Plan identification number 501

THE BENECON GROUP, INC. GROUP HEALTH PLAN Benefits

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

401k Sponsoring company profile

THE BENECON GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE BENECON GROUP, LLC
Employer identification number (EIN):231315351
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about THE BENECON GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-06-04
Company Identification Number: 0802003099
Legal Registered Office Address: 201 E OREGON RD STE 100

LITITZ
United States of America (USA)
17543

More information about THE BENECON GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BENECON GROUP, INC. GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01JOEL CALLIHAN
5012016-01-01JOEL CALLIHAN
5012015-01-01JOEL CALLIHAN
5012014-01-01JILL BREWSTER
5012013-08-01JILL BREWSTER
5012012-08-01JILL BREWSTER

Plan Statistics for THE BENECON GROUP, INC. GROUP HEALTH PLAN

401k plan membership statisitcs for THE BENECON GROUP, INC. GROUP HEALTH PLAN

Measure Date Value
2022: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01192
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01192
2021: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01151
Total number of active participants reported on line 7a of the Form 55002021-01-01189
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01189
2020: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01143
Total number of active participants reported on line 7a of the Form 55002020-01-01150
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01151
2019: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-01142
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01143
2018: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01126
Total number of active participants reported on line 7a of the Form 55002018-01-01132
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01135
2017: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01112
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01126
2016: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0199
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01112
2015: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0178
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0199
2014: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0178
Total number of active participants reported on line 7a of the Form 55002014-01-0176
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0178
2013: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0180
Total number of active participants reported on line 7a of the Form 55002013-08-0176
Number of retired or separated participants receiving benefits2013-08-012
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-0178
2012: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0167
Total number of active participants reported on line 7a of the Form 55002012-08-0179
Number of retired or separated participants receiving benefits2012-08-011
Number of other retired or separated participants entitled to future benefits2012-08-010
Total of all active and inactive participants2012-08-0180

Financial Data on THE BENECON GROUP, INC. GROUP HEALTH PLAN

Measure Date Value
2022 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$190,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$250,381
Total income from all sources (including contributions)2022-12-31$2,443,300
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,276,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,276,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,443,120
Value of total assets at end of year2022-12-31$896,258
Value of total assets at beginning of year2022-12-31$789,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$180
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$174,818
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$33,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$167,004
Value of net assets at end of year (total assets less liabilities)2022-12-31$706,038
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$539,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$862,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$789,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$789,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$180
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$906,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,246,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,370,246
Liabilities. Value of benefit claims payable at end of year2022-12-31$185,894
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$250,381
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RKL LLP
Accountancy firm EIN2022-12-31232108173
2021 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$250,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$201,523
Total income from all sources (including contributions)2021-12-31$2,362,371
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,388,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,388,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,360,309
Value of total assets at end of year2021-12-31$789,415
Value of total assets at beginning of year2021-12-31$766,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$2,062
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$177,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$123,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-25,716
Value of net assets at end of year (total assets less liabilities)2021-12-31$539,034
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$564,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$789,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$643,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$643,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,062
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$755,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,182,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,632,113
Liabilities. Value of benefit claims payable at end of year2021-12-31$250,381
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$201,523
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RKL LLP
Accountancy firm EIN2021-12-31232108173
2020 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$201,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$187,179
Total income from all sources (including contributions)2020-12-31$2,291,457
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,941,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,886,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,290,101
Value of total assets at end of year2020-12-31$766,273
Value of total assets at beginning of year2020-12-31$402,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,847
Total interest from all sources2020-12-31$1,356
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$54,847
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$156,625
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$123,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$25,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$349,863
Value of net assets at end of year (total assets less liabilities)2020-12-31$564,750
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$214,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$643,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$376,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$376,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,356
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$677,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,124,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,209,190
Liabilities. Value of benefit claims payable at end of year2020-12-31$201,523
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$187,179
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RKL LLP
Accountancy firm EIN2020-12-31232108173
2019 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$187,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$187,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$188,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$188,378
Total income from all sources (including contributions)2019-12-31$1,997,818
Total income from all sources (including contributions)2019-12-31$1,997,818
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,802,588
Total of all expenses incurred2019-12-31$1,802,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,756,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,756,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,997,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,997,003
Value of total assets at end of year2019-12-31$402,066
Value of total assets at end of year2019-12-31$402,066
Value of total assets at beginning of year2019-12-31$208,035
Value of total assets at beginning of year2019-12-31$208,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,594
Total interest from all sources2019-12-31$815
Total interest from all sources2019-12-31$815
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$45,594
Administrative expenses professional fees incurred2019-12-31$45,594
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$162,056
Contributions received from participants2019-12-31$162,056
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,808
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25,695
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25,695
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$36,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$36,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$195,230
Value of net income/loss2019-12-31$195,230
Value of net assets at end of year (total assets less liabilities)2019-12-31$214,887
Value of net assets at end of year (total assets less liabilities)2019-12-31$214,887
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,657
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$376,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$376,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$171,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$171,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$171,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$171,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$815
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$815
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$536,362
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$536,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,832,139
Contributions received in cash from employer2019-12-31$1,832,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,220,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,220,632
Liabilities. Value of benefit claims payable at end of year2019-12-31$187,179
Liabilities. Value of benefit claims payable at end of year2019-12-31$187,179
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$188,378
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$188,378
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RKL LLP
Accountancy firm name2019-12-31RKL LLP
Accountancy firm EIN2019-12-31232108173
Accountancy firm EIN2019-12-31232108173
2018 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$188,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$132,848
Total income from all sources (including contributions)2018-12-31$1,718,961
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,640,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,597,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,718,485
Value of total assets at end of year2018-12-31$208,035
Value of total assets at beginning of year2018-12-31$74,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,716
Total interest from all sources2018-12-31$476
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$168,904
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$36,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$78,263
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,657
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-58,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$171,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$74,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$74,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$476
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$485,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,538,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,112,851
Contract administrator fees2018-12-31$42,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$188,378
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$132,848
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RKL LLP
Accountancy firm EIN2018-12-31232108173
2017 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$132,848
Total plan liabilities at beginning of year2017-12-31$83,206
Total income from all sources2017-12-31$1,499,727
Expenses. Total of all expenses incurred2017-12-31$1,536,757
Benefits paid (including direct rollovers)2017-12-31$1,112,803
Total plan assets at end of year2017-12-31$74,242
Total plan assets at beginning of year2017-12-31$61,630
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$140,980
Expenses. Other expenses not covered elsewhere2017-12-31$352,546
Contributions received from other sources (not participants or employers)2017-12-31$5,277
Other income received2017-12-31$187
Net income (gross income less expenses)2017-12-31$-37,030
Net plan assets at end of year (total assets less liabilities)2017-12-31$-58,606
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-21,576
Total contributions received or receivable from employer(s)2017-12-31$1,353,283
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$71,408
2016 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$83,206
Total plan liabilities at beginning of year2016-12-31$49,079
Total income from all sources2016-12-31$1,249,046
Expenses. Total of all expenses incurred2016-12-31$1,341,800
Benefits paid (including direct rollovers)2016-12-31$868,417
Total plan assets at end of year2016-12-31$61,630
Total plan assets at beginning of year2016-12-31$120,257
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$120,377
Expenses. Other expenses not covered elsewhere2016-12-31$340,239
Contributions received from other sources (not participants or employers)2016-12-31$276
Other income received2016-12-31$155
Net income (gross income less expenses)2016-12-31$-92,754
Net plan assets at end of year (total assets less liabilities)2016-12-31$-21,576
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$71,178
Total contributions received or receivable from employer(s)2016-12-31$1,128,238
Value of corrective distributions2016-12-31$63,872
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$69,272
2015 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$49,079
Total plan liabilities at beginning of year2015-12-31$42,572
Total income from all sources2015-12-31$1,190,228
Expenses. Total of all expenses incurred2015-12-31$1,163,647
Benefits paid (including direct rollovers)2015-12-31$480,933
Total plan assets at end of year2015-12-31$120,257
Total plan assets at beginning of year2015-12-31$87,169
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$85,497
Expenses. Other expenses not covered elsewhere2015-12-31$251,911
Other income received2015-12-31$239
Net income (gross income less expenses)2015-12-31$26,581
Net plan assets at end of year (total assets less liabilities)2015-12-31$71,178
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$44,597
Total contributions received or receivable from employer(s)2015-12-31$1,104,492
Value of corrective distributions2015-12-31$378,292
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$52,511
2014 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$42,572
Total plan liabilities at beginning of year2014-12-31$39,647
Total income from all sources2014-12-31$622,520
Expenses. Total of all expenses incurred2014-12-31$678,397
Benefits paid (including direct rollovers)2014-12-31$420,739
Total plan assets at end of year2014-12-31$87,169
Total plan assets at beginning of year2014-12-31$140,121
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$86,320
Other income received2014-12-31$279
Net income (gross income less expenses)2014-12-31$-55,877
Net plan assets at end of year (total assets less liabilities)2014-12-31$44,597
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$100,474
Total contributions received or receivable from employer(s)2014-12-31$535,921
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$257,658
2013 : THE BENECON GROUP, INC. GROUP HEALTH PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$39,647
Total plan liabilities at beginning of year2013-12-31$67,866
Total income from all sources2013-12-31$245,031
Expenses. Total of all expenses incurred2013-12-31$221,600
Benefits paid (including direct rollovers)2013-12-31$125,229
Total plan assets at end of year2013-12-31$140,121
Total plan assets at beginning of year2013-12-31$144,909
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$38,507
Other income received2013-12-31$247
Net income (gross income less expenses)2013-12-31$23,431
Net plan assets at end of year (total assets less liabilities)2013-12-31$100,474
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$77,043
Total contributions received or receivable from employer(s)2013-12-31$206,277
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$96,371
Total plan liabilities at end of year2013-07-31$67,866
Total income from all sources2013-07-31$765,445
Expenses. Total of all expenses incurred2013-07-31$688,402
Benefits paid (including direct rollovers)2013-07-31$470,461
Total plan assets at end of year2013-07-31$144,909
Value of fidelity bond covering the plan2013-07-31$2,000,000
Total contributions received or receivable from participants2013-07-31$99,863
Other income received2013-07-31$153
Net income (gross income less expenses)2013-07-31$77,043
Net plan assets at end of year (total assets less liabilities)2013-07-31$77,043
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$0
Total contributions received or receivable from employer(s)2013-07-31$665,429
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$217,941

Form 5500 Responses for THE BENECON GROUP, INC. GROUP HEALTH PLAN

2022: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 benefit arrangement - TrustYes
2013: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: THE BENECON GROUP, INC. GROUP HEALTH PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01First time form 5500 has been submittedYes
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500053
Policy instance 1
Insurance contract or identification number30500053
Number of Individuals Covered189
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $906,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500053
Policy instance 1
Insurance contract or identification number30500053
Number of Individuals Covered189
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $755,974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500053
Policy instance 1
Insurance contract or identification number30500053
Number of Individuals Covered151
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $677,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500053
Policy instance 1
Insurance contract or identification number30500053
Number of Individuals Covered143
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $536,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered135
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $485,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered126
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $379,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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