BUCKS-MONT EYE ASSOCIATES, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501)
401k plan membership statisitcs for BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501)
| Measure | Date | Value |
|---|
| 2022: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 25 |
| 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 | 25 |
| 2021: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| 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 | 28 |
| 2020: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| 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 | 32 |
| 2019: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| 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 | 24 |
| 2018: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 33 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-03-01 | 0 |
| Total of all active and inactive participants | 2018-03-01 | 33 |
| Measure | Date | Value |
|---|
| 2022 : BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $22,685 |
| Total plan liabilities at beginning of year | 2022-12-31 | $37,169 |
| Total income from all sources | 2022-12-31 | $350,887 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $323,804 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $180,197 |
| Total plan assets at end of year | 2022-12-31 | $12,599 |
| Total plan assets at beginning of year | 2022-12-31 | $0 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $40,617 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $130,676 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $0 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $27,083 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-10,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-37,169 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $310,270 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $12,931 |
| 2021 : BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $37,169 |
| Total plan liabilities at beginning of year | 2021-12-31 | $25,668 |
| Total income from all sources | 2021-12-31 | $338,663 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $360,177 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $222,615 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $10,013 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $42,802 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $124,006 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $4,548 |
| Net income (gross income less expenses) | 2021-12-31 | $-21,514 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-37,169 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-15,655 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $291,313 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $13,556 |
| 2020 : BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $25,668 |
| Total plan liabilities at beginning of year | 2020-12-31 | $23,302 |
| Total income from all sources | 2020-12-31 | $392,508 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $366,474 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $213,682 |
| Total plan assets at end of year | 2020-12-31 | $10,013 |
| Total plan assets at beginning of year | 2020-12-31 | $-18,387 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $137,359 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $26,034 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-15,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-41,689 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $392,508 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15,433 |
| 2019 : BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $41,688 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $316,505 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $382,160 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $252,964 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $23,967 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $15,798 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $113,838 |
| Net income (gross income less expenses) | 2019-12-31 | $-65,655 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-41,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,967 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $300,707 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $15,358 |
| 2018 : BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $298,350 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $274,383 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $153,605 |
| Total plan assets at end of year | 2018-12-31 | $23,967 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $30,607 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $108,086 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $23,967 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $23,967 |
| 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 | $267,743 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $12,692 |
| 2022: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2022 form 5500 responses |
|---|
| 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: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2021 form 5500 responses |
|---|
| 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: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2020 form 5500 responses |
|---|
| 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: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2019 form 5500 responses |
|---|
| 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: BUCKS-MONT EYE ASSOCIATES, PC GROUP HEALTH PLAN (501) 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Single employer plan |
| 2018-03-01 | First time form 5500 has been submitted | Yes |
| 2018-03-01 | Submission has been amended | No |
| 2018-03-01 | This submission is the final filing | No |
| 2018-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-03-01 | Plan is a collectively bargained plan | No |
| 2018-03-01 | Plan funding arrangement – Insurance | Yes |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500355 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500355 | | Number of Individuals Covered | 25 | | 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 $109,052 | | 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 | 30500355 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500355 | | Number of Individuals Covered | 28 | | 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 $101,115 | | 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 | 30500355 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500355 | | Number of Individuals Covered | 32 | | 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 $111,206 | | 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 | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 24 | | 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 $97,368 | | 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 | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 33 | | Insurance policy start date | 2018-03-01 | | 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 $73,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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