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EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 401k Plan overview

Plan NameEMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP
Plan identification number 501

EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

THE JAY GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE JAY GROUP
Employer identification number (EIN):231723070
NAIC Classification:541800

Additional information about THE JAY GROUP

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1639048

More information about THE JAY GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01JANE HAUGHT
5012023-01-01
5012023-01-01JANE HAUGHT
5012022-01-01
5012022-01-01
5012022-01-01JANE HAUGHT
5012021-01-01
5012021-01-01DANA CHRYST
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DANA CHRYST
5012016-01-01DANA CHRYST
5012015-01-01DANA CHRYST
5012014-01-01DANA CHRYST
5012013-01-01DANA CHRYST
5012012-01-01JOHN SHIELDS
5012011-01-01HENRY BUSHONG
5012009-01-01CRAIG ROBINSON

Financial Data on EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP

Measure Date Value
2023 : EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$113,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$290,083
Total income from all sources (including contributions)2023-12-31$1,304,112
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,297,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,255,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,301,214
Value of total assets at end of year2023-12-31$84,872
Value of total assets at beginning of year2023-12-31$255,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$42,088
Total interest from all sources2023-12-31$2,898
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$467,589
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$130,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,434
Value of net assets at end of year (total assets less liabilities)2023-12-31$-28,138
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$-34,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$83,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$125,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$125,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,898
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$454,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$833,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$801,246
Liabilities. Value of benefit claims payable at end of year2023-12-31$113,010
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$290,083
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RKL LLP
Accountancy firm EIN2023-12-31232108173
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$113,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$290,083
Total income from all sources (including contributions)2023-01-01$1,304,112
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,297,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,255,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,301,214
Value of total assets at end of year2023-01-01$84,872
Value of total assets at beginning of year2023-01-01$255,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$42,088
Total interest from all sources2023-01-01$2,898
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$467,589
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$1,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$130,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$6,434
Value of net assets at end of year (total assets less liabilities)2023-01-01$-28,138
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$-34,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$83,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$2,898
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$454,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$833,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$801,246
Liabilities. Value of benefit claims payable at end of year2023-01-01$113,010
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$290,083
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01RKL LLP
Accountancy firm EIN2023-01-01232108173
2022 : EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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$290,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$115,245
Total income from all sources (including contributions)2022-12-31$1,437,783
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,484,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,405,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,437,357
Value of total assets at end of year2022-12-31$255,511
Value of total assets at beginning of year2022-12-31$127,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,392
Total interest from all sources2022-12-31$426
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$573,520
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$130,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$27,799
Administrative expenses (other) incurred2022-12-31$78,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-46,417
Value of net assets at end of year (total assets less liabilities)2022-12-31$-34,572
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,845
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$125,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$99,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$99,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$426
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$507,115
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$858,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$898,693
Liabilities. Value of benefit claims payable at end of year2022-12-31$290,083
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$115,245
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
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$290,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$115,245
Total income from all sources (including contributions)2022-01-01$1,437,783
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,484,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,405,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,437,357
Value of total assets at end of year2022-01-01$255,511
Value of total assets at beginning of year2022-01-01$127,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$78,392
Total interest from all sources2022-01-01$426
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$573,520
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$5,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$130,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$27,799
Administrative expenses (other) incurred2022-01-01$78,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-46,417
Value of net assets at end of year (total assets less liabilities)2022-01-01$-34,572
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$11,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$125,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$426
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$507,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$858,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$898,693
Liabilities. Value of benefit claims payable at end of year2022-01-01$290,083
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$115,245
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RKL LLP
Accountancy firm EIN2022-01-01232108173
2021 : EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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$115,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$38,754
Total income from all sources (including contributions)2021-12-31$1,440,327
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,601,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,498,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,439,897
Value of total assets at end of year2021-12-31$127,090
Value of total assets at beginning of year2021-12-31$211,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$103,025
Total interest from all sources2021-12-31$430
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$554,108
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$27,799
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$73,846
Administrative expenses (other) incurred2021-12-31$103,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-160,704
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,845
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$172,549
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$99,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$137,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$137,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$430
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$506,002
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$875,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$992,004
Liabilities. Value of benefit claims payable at end of year2021-12-31$115,245
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$38,754
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 : EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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$38,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,035
Total income from all sources (including contributions)2020-12-31$1,118,784
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$947,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$855,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,118,334
Value of total assets at end of year2020-12-31$211,303
Value of total assets at beginning of year2020-12-31$74,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,748
Total interest from all sources2020-12-31$450
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
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$406,959
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,470
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$73,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$61,522
Administrative expenses (other) incurred2020-12-31$91,748
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$171,408
Value of net assets at end of year (total assets less liabilities)2020-12-31$172,549
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,141
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$137,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$450
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$350,592
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$702,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$505,036
Liabilities. Value of benefit claims payable at end of year2020-12-31$38,754
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$73,035
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 : EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2019 401k financial data
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$73,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$67,439
Total income from all sources (including contributions)2019-12-31$904,391
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,058,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$964,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$903,986
Value of total assets at end of year2019-12-31$16,480
Value of total assets at beginning of year2019-12-31$165,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$94,541
Total interest from all sources2019-12-31$405
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$368,638
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,024
Administrative expenses (other) incurred2019-12-31$94,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-154,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$-56,555
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$97,824
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 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$12,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$164,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$164,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$405
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$324,166
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$527,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$640,063
Liabilities. Value of benefit claims payable at end of year2019-12-31$73,035
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$67,439
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RKL LLP
Accountancy firm EIN2019-12-31232108173
2018 : EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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$67,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$59,829
Total income from all sources (including contributions)2018-12-31$901,549
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$987,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$879,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$901,034
Value of total assets at end of year2018-12-31$165,263
Value of total assets at beginning of year2018-12-31$244,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,500
Total interest from all sources2018-12-31$515
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$401,093
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$32,089
Administrative expenses (other) incurred2018-12-31$108,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-86,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$97,824
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$184,184
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$164,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$211,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$211,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$515
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$341,797
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$480,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$537,612
Liabilities. Value of benefit claims payable at end of year2018-12-31$67,439
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$59,829
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 : EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$59,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$50,737
Total income from all sources (including contributions)2017-12-31$1,002,118
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,062,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$930,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,001,488
Value of total assets at end of year2017-12-31$244,013
Value of total assets at beginning of year2017-12-31$295,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$132,328
Total interest from all sources2017-12-31$630
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$390,729
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$32,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$132,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-60,337
Value of net assets at end of year (total assets less liabilities)2017-12-31$184,184
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$244,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$211,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$295,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$295,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$630
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$334,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$605,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$595,962
Liabilities. Value of benefit claims payable at end of year2017-12-31$59,829
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$50,737
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$50,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,055,596
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$811,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$707,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,055,239
Value of total assets at end of year2016-12-31$295,258
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$103,773
Total interest from all sources2016-12-31$357
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$379,195
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,687
Administrative expenses (other) incurred2016-12-31$103,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$244,521
Value of net assets at end of year (total assets less liabilities)2016-12-31$244,521
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$295,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$357
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$270,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$660,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$437,049
Liabilities. Value of benefit claims payable at end of year2016-12-31$50,737
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RKL LLP
Accountancy firm EIN2016-12-31232108173

Form 5500 Responses for EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP

2023: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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 funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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 funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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 funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 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 – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: EMPLOYEES FLEXIBLE BENEFIT PLAN OF THE JAY GROUP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number02196
Policy instance 4
Insurance contract or identification number02196
Number of Individuals Covered112
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 BenefitYes
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 $31,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3731
Policy instance 3
Insurance contract or identification number3731
Number of Individuals Covered93
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $451
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-203457
Policy instance 2
Insurance contract or identification numberUNI-203457
Number of Individuals Covered111
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 $331,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number00615562
Policy instance 1
Insurance contract or identification number00615562
Number of Individuals Covered186
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $9,730
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, VOLUNTARY LIFE & AD&D, DEPENDENT LIFE
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 $113,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3731
Policy instance 3
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract number30500164
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number00615562
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number00615562
Policy instance 1
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract number30500164
Policy instance 2
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3731
Policy instance 3
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3731
Policy instance 3
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract number30500164
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number00615562
Policy instance 1
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3731
Policy instance 3
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberVERIS
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number00615562
Policy instance 1
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberVERIS
Policy instance 2
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3731
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number00615562
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number00615562
Policy instance 1
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number3731
Policy instance 3
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract numberVERIS
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number23876
Policy instance 1
HEALTHAMERICA OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number1810210000
Policy instance 2
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number1810210000
Policy instance 3
CAPITAL BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 54720 )
Policy contract number00525328
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number23876
Policy instance 1
HEALTHAMERICA OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number1804580000
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00609325
Policy instance 2
CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number1804580000
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00609325
Policy instance 2
HEALTHAMERICA OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number1804580000
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00609325
Policy instance 1
HEALTHAMERICA OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number1804580000
Policy instance 2
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number089521
Policy instance 3
HEALTHAMERICA OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 95060 )
Policy contract number1804580000
Policy instance 2
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number2513465
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00609325
Policy instance 1

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