CONCANNON MILLER & CO., PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN
401k plan membership statisitcs for CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN
Measure | Date | Value |
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2022: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 92 |
2021: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 98 |
2020: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 96 |
2019: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 82 |
2018: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 81 |
Measure | Date | Value |
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2022 : CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $37,901 |
Total plan liabilities at beginning of year | 2022-12-31 | $167,698 |
Total income from all sources | 2022-12-31 | $1,444,142 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,294,529 |
Benefits paid (including direct rollovers) | 2022-12-31 | $938,638 |
Total plan assets at end of year | 2022-12-31 | $62,552 |
Total plan assets at beginning of year | 2022-12-31 | $42,736 |
Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $212,711 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $280,287 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $4,932 |
Other income received | 2022-12-31 | $146 |
Net income (gross income less expenses) | 2022-12-31 | $149,613 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $24,651 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-124,962 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $1,226,353 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $75,604 |
2021 : CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $167,698 |
Total plan liabilities at beginning of year | 2021-12-31 | $85,725 |
Total income from all sources | 2021-12-31 | $1,437,012 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,483,522 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,054,356 |
Total plan assets at end of year | 2021-12-31 | $42,736 |
Total plan assets at beginning of year | 2021-12-31 | $7,273 |
Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $222,586 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $317,085 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $33,513 |
Other income received | 2021-12-31 | $122 |
Net income (gross income less expenses) | 2021-12-31 | $-46,510 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-124,962 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-78,452 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $1,180,791 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $112,081 |
2020 : CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $85,725 |
Total plan liabilities at beginning of year | 2020-12-31 | $236,167 |
Total income from all sources | 2020-12-31 | $1,268,563 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,113,674 |
Benefits paid (including direct rollovers) | 2020-12-31 | $751,349 |
Total plan assets at end of year | 2020-12-31 | $7,273 |
Total plan assets at beginning of year | 2020-12-31 | $2,826 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $259,141 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $274,493 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $12,005 |
Other income received | 2020-12-31 | $135 |
Net income (gross income less expenses) | 2020-12-31 | $154,889 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-78,452 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-233,341 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $997,282 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $87,832 |
2019 : CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $236,167 |
Total plan liabilities at beginning of year | 2019-12-31 | $109,725 |
Total income from all sources | 2019-12-31 | $1,005,831 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,131,695 |
Benefits paid (including direct rollovers) | 2019-12-31 | $746,265 |
Total plan assets at end of year | 2019-12-31 | $2,826 |
Total plan assets at beginning of year | 2019-12-31 | $2,248 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $156,109 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $289,527 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $5,303 |
Other income received | 2019-12-31 | $72 |
Net income (gross income less expenses) | 2019-12-31 | $-125,864 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-233,341 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-107,477 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $844,347 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $95,903 |
2018 : CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $109,725 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $959,886 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,067,363 |
Total plan assets at end of year | 2018-12-31 | $2,248 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $183,253 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $294,496 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $31,758 |
Other income received | 2018-12-31 | $139 |
Net income (gross income less expenses) | 2018-12-31 | $-107,477 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-107,477 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $744,736 |
Value of corrective distributions | 2018-12-31 | $676,286 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $96,581 |
2022: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CONCANNON, MILLER & CO., P.C. GROUP MEDICAL PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 30500336 |
Policy instance | 1 |
Insurance contract or identification number | 30500336 | Number of Individuals Covered | 79 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | 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 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 $191,262 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 30500336 |
Policy instance | 1 |
Insurance contract or identification number | 30500336 | Number of Individuals Covered | 98 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | 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 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 $229,779 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 30500336 |
Policy instance | 1 |
Insurance contract or identification number | 30500336 | Number of Individuals Covered | 94 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | 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 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 $192,711 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | VERIS |
Policy instance | 1 |
Insurance contract or identification number | VERIS | Number of Individuals Covered | 80 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 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 $221,128 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | VERIS |
Policy instance | 1 |
Insurance contract or identification number | VERIS | Number of Individuals Covered | 81 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 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 $225,689 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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