401k Plan data: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN plan

E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 401k Plan overview

Plan Name	E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN
Plan identification number	501

E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

SERRALA SERVICES US, LLC has sponsored the creation of one or more 401k plans.

Company Name: SERRALA SERVICES US, LLC

Employer identification number (EIN): 233071971

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2020-01-01
501 2019-01-01
501 2018-01-01
501 2017-01-01 PAM HANSON
501 2016-01-01 PAM HANSON

Plan Statistics for E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN

401k plan membership statisitcs for E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN

Measure Date Value
2020: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 143
Total of all active and inactive participants 2020-01-01 143
Total participants 2020-01-01 143
2019: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 138
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 142
2018: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 122
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 123
2017: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 42
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 42
2016: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 38
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 38

Measure	Date	Value
2020: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	143
Total of all active and inactive participants	2020-01-01	143
Total participants	2020-01-01	143
2019: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	138
Number of retired or separated participants receiving benefits	2019-01-01	4
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	142
2018: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	122
Number of retired or separated participants receiving benefits	2018-01-01	1
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	123
2017: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	42
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	42
2016: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	38
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	38

Financial Data on E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN

Measure	Date	Value
2020 : E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$376,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$351,281
Total income from all sources (including contributions)	2020-12-31	$2,214,778
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,275,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,114,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,214,651
Value of total assets at end of year	2020-12-31	$202,536
Value of total assets at beginning of year	2020-12-31	$238,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$161,689
Total interest from all sources	2020-12-31	$127
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$408,764
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$96,303
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$172,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$210,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$125,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-60,965
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$-173,877
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$-112,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$30,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$27,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$27,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$127
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$704,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,709,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,409,572
Contract administrator fees	2020-12-31	$161,689
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$376,413
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$225,937
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RKL LLP
Accountancy firm EIN	2020-12-31	232108173
2019 : E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$351,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$351,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$100,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$100,687
Total income from all sources (including contributions)	2019-12-31	$1,938,017
Total income from all sources (including contributions)	2019-12-31	$1,938,017
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,105,779
Total of all expenses incurred	2019-12-31	$2,105,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,917,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,917,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,937,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,937,747
Value of total assets at end of year	2019-12-31	$238,369
Value of total assets at end of year	2019-12-31	$238,369
Value of total assets at beginning of year	2019-12-31	$155,537
Value of total assets at beginning of year	2019-12-31	$155,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$187,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$187,973
Total interest from all sources	2019-12-31	$270
Total interest from all sources	2019-12-31	$270
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$291,190
Contributions received from participants	2019-12-31	$291,190
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$85,335
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$85,335
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$210,807
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$210,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$13,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$13,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$125,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$125,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-167,762
Value of net income/loss	2019-12-31	$-167,762
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$-112,912
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$-112,912
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$54,850
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$54,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$27,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$27,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$141,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$141,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$141,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$141,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$270
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$653,160
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$653,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$1,561,222
Contributions received in cash from employer	2019-12-31	$1,561,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,264,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,264,646
Contract administrator fees	2019-12-31	$187,973
Contract administrator fees	2019-12-31	$187,973
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$225,937
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$225,937
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$100,687
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$100,687
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	RKL LLP
Accountancy firm name	2019-12-31	RKL LLP
Accountancy firm EIN	2019-12-31	232108173
Accountancy firm EIN	2019-12-31	232108173
2018 : E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$100,687
Total plan liabilities at beginning of year	2018-12-31	$27,117
Total income from all sources	2018-12-31	$1,559,662
Expenses. Total of all expenses incurred	2018-12-31	$1,576,392
Benefits paid (including direct rollovers)	2018-12-31	$853,120
Total plan assets at end of year	2018-12-31	$141,903
Total plan assets at beginning of year	2018-12-31	$85,063
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$201,551
Expenses. Other expenses not covered elsewhere	2018-12-31	$569,312
Contributions received from other sources (not participants or employers)	2018-12-31	$13,012
Other income received	2018-12-31	$454
Net income (gross income less expenses)	2018-12-31	$-16,730
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$41,216
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$57,946
Total contributions received or receivable from employer(s)	2018-12-31	$1,344,645
Value of corrective distributions	2018-12-31	$86,318
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$67,642
2017 : E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$27,117
Total plan liabilities at beginning of year	2017-12-31	$29,649
Total income from all sources	2017-12-31	$589,522
Expenses. Total of all expenses incurred	2017-12-31	$582,275
Benefits paid (including direct rollovers)	2017-12-31	$265,669
Total plan assets at end of year	2017-12-31	$85,063
Total plan assets at beginning of year	2017-12-31	$80,348
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$208,233
Other income received	2017-12-31	$180
Net income (gross income less expenses)	2017-12-31	$7,247
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$57,946
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$50,699
Total contributions received or receivable from employer(s)	2017-12-31	$589,342
Value of corrective distributions	2017-12-31	$79,205
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$29,168
2016 : E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$29,649
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$564,954
Expenses. Total of all expenses incurred	2016-12-31	$514,255
Benefits paid (including direct rollovers)	2016-12-31	$295,997
Total plan assets at end of year	2016-12-31	$80,348
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$187,417
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$92
Net income (gross income less expenses)	2016-12-31	$50,699
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$50,699
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$564,862
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$30,841

Form 5500 Responses for E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN

2020: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 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: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 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: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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
2017: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: E5 SOLUTIONS GROUP, LLC GROUP BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

30500183

Policy instance

Insurance contract or identification number	30500183
Number of Individuals Covered	132
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 $704,482
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

30500183

Policy instance

Insurance contract or identification number	30500183
Number of Individuals Covered	142
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 $653,160
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

Insurance contract or identification number	VERIS
Number of Individuals Covered	42
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 $177,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SERRALA SERVICES US, LLC
Employer identification number (EIN):	233071971
NAIC Classification:	541600