REX HEAT TREAT LANSDALE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2022: REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 57 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 58 |
| 2021: REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 62 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 63 |
| 2020: REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 60 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
| Total of all active and inactive participants | 2020-07-01 | 61 |
| 2019: REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 72 |
| Number of retired or separated participants receiving benefits | 2019-09-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 0 |
| Total of all active and inactive participants | 2019-09-01 | 74 |
| Measure | Date | Value |
|---|
| 2023 : REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $90,494 |
| Total plan liabilities at beginning of year | 2023-06-30 | $92,833 |
| Total income from all sources | 2023-06-30 | $988,013 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $978,058 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $690,963 |
| Total plan assets at end of year | 2023-06-30 | $34,615 |
| Total plan assets at beginning of year | 2023-06-30 | $26,999 |
| Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $180,253 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $261,703 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $6,551 |
| Other income received | 2023-06-30 | $83 |
| Net income (gross income less expenses) | 2023-06-30 | $9,955 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $-55,879 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $-65,834 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $801,126 |
| Value of corrective distributions | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $25,392 |
| 2022 : REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $92,833 |
| Total plan liabilities at beginning of year | 2022-06-30 | $68,936 |
| Total income from all sources | 2022-06-30 | $863,513 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $877,096 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $603,848 |
| Total plan assets at end of year | 2022-06-30 | $26,999 |
| Total plan assets at beginning of year | 2022-06-30 | $16,685 |
| Value of fidelity bond covering the plan | 2022-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $157,610 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $251,938 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $2,749 |
| Other income received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-13,583 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $-65,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $-52,251 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $703,154 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $21,310 |
| 2021 : REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $68,936 |
| Total plan liabilities at beginning of year | 2021-06-30 | $124,841 |
| Total income from all sources | 2021-06-30 | $855,669 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $783,820 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $506,795 |
| Total plan assets at end of year | 2021-06-30 | $16,685 |
| Total plan assets at beginning of year | 2021-06-30 | $741 |
| Value of fidelity bond covering the plan | 2021-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $148,978 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $259,233 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $122 |
| Net income (gross income less expenses) | 2021-06-30 | $71,849 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $-52,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $-124,100 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $706,569 |
| Value of corrective distributions | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $17,792 |
| 2020 : REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $124,841 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $760,155 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $884,255 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $641,891 |
| Total plan assets at end of year | 2020-06-30 | $741 |
| Total plan assets at beginning of year | 2020-06-30 | $0 |
| Value of fidelity bond covering the plan | 2020-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $6,315 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $216,977 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $6,986 |
| Other income received | 2020-06-30 | $73 |
| Net income (gross income less expenses) | 2020-06-30 | $-124,100 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $-124,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $746,781 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $25,387 |
| 2022: REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: REX HEAT TREAT LANSDALE GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | First time form 5500 has been submitted | Yes |
| 2019-09-01 | Submission has been amended | No |
| 2019-09-01 | This submission is the final filing | No |
| 2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-09-01 | Plan is a collectively bargained plan | No |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan funding arrangement – Trust | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | SL31000098 |
| Policy instance | 1 |
| Insurance contract or identification number | SL31000098 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $217,860 | | 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 number | SL31000098 |
| Policy instance | 1 |
| Insurance contract or identification number | SL31000098 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $207,014 | | 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 number | SL31000098 |
| Policy instance | 1 |
| Insurance contract or identification number | SL31000098 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $214,631 | | 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 number | SL31000098 |
| Policy instance | 1 |
| Insurance contract or identification number | SL31000098 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $173,815 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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