BROWN-DAUB, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN
401k plan membership statisitcs for BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Measure | Date | Value |
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2022: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 123 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
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 | 123 |
2021: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 143 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 136 |
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 | 137 |
2020: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 143 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
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 | 143 |
2019: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 152 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 152 |
Number of employers contributing to the scheme | 2019-07-01 | 0 |
2018: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 95 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 96 |
Number of employers contributing to the scheme | 2018-07-01 | 0 |
2017: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 107 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 107 |
2016: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 113 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 113 |
2015: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 135 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 136 |
2014: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 125 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 128 |
2011: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 191 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 177 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 177 |
2010: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 191 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
Total of all active and inactive participants | 2010-07-01 | 191 |
2009: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-08-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 294 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 14 |
Total of all active and inactive participants | 2009-08-01 | 308 |
Total participants | 2009-08-01 | 308 |
Measure | Date | Value |
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2023 : BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $55,499 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $110,757 |
Total income from all sources (including contributions) | 2023-06-30 | $1,656,897 |
Total loss/gain on sale of assets | 2023-06-30 | $0 |
Total of all expenses incurred | 2023-06-30 | $1,368,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $1,276,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $1,654,223 |
Value of total assets at end of year | 2023-06-30 | $415,287 |
Value of total assets at beginning of year | 2023-06-30 | $182,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $91,720 |
Total interest from all sources | 2023-06-30 | $2,674 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Administrative expenses professional fees incurred | 2023-06-30 | $91,720 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $543,806 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $5,995 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $17,499 |
Liabilities. Value of operating payables at end of year | 2023-06-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $1,573 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $288,528 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $359,788 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $71,260 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $409,292 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $164,518 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $164,518 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $2,674 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-06-30 | $319,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Contributions received in cash from employer | 2023-06-30 | $1,110,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $957,172 |
Liabilities. Value of benefit claims payable at end of year | 2023-06-30 | $55,499 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-06-30 | $40,171 |
Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2023-06-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2023-06-30 | $69,013 |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | BOYER & RITTER, LLC |
Accountancy firm EIN | 2023-06-30 | 231311005 |
2022 : BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $110,757 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $143,016 |
Total income from all sources (including contributions) | 2022-06-30 | $1,503,203 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $1,437,073 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $1,327,482 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $1,503,103 |
Value of total assets at end of year | 2022-06-30 | $182,017 |
Value of total assets at beginning of year | 2022-06-30 | $148,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $109,591 |
Total interest from all sources | 2022-06-30 | $100 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Administrative expenses professional fees incurred | 2022-06-30 | $109,591 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $544,172 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $17,499 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $93,736 |
Liabilities. Value of operating payables at end of year | 2022-06-30 | $1,573 |
Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $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 | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $66,130 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $71,260 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,130 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $164,518 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $54,410 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $54,410 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $100 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $312,347 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $958,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $1,015,135 |
Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $40,171 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $143,016 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2022-06-30 | $69,013 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-06-30 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | BOYER & RITTER, LLC |
Accountancy firm EIN | 2022-06-30 | 231311005 |
2021 : BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $143,016 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $1,355,170 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $1,350,040 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $1,232,012 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $1,354,990 |
Value of total assets at end of year | 2021-06-30 | $148,146 |
Value of total assets at beginning of year | 2021-06-30 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $118,028 |
Total interest from all sources | 2021-06-30 | $180 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Administrative expenses professional fees incurred | 2021-06-30 | $118,028 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $531,399 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $93,736 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $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 | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $5,130 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $5,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $54,410 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $180 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $279,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $823,591 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $952,563 |
Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $143,016 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-06-30 | $0 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | BOYER & RITTER, LLC |
Accountancy firm EIN | 2021-06-30 | 231311005 |
2022: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2022 form 5500 responses |
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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 benefit arrangement – Insurance | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2021 form 5500 responses |
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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: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2020 form 5500 responses |
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2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | First time form 5500 has been submitted | Yes |
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: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Plan funding arrangement – Insurance | Yes |
2019-07-01 | Plan benefit arrangement – Insurance | Yes |
2018: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2018 form 5500 responses |
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2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Plan funding arrangement – Insurance | Yes |
2018-07-01 | Plan benefit arrangement – Insurance | Yes |
2017: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2016: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2015: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2014: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2011: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2010: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2009: BROWN-DAUB INC HEALTH REIMBURSEMENT ARRANGEMENT PLAN 2009 form 5500 responses |
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2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | First time form 5500 has been submitted | Yes |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 31000137 |
Policy instance | 1 |
Insurance contract or identification number | 31000137 | Number of Individuals Covered | 123 | 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 $319,477 | 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 | 31000137 |
Policy instance | 1 |
Insurance contract or identification number | 31000137 | Number of Individuals Covered | 136 | 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 $312,347 | 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 | 31000137 |
Policy instance | 1 |
Insurance contract or identification number | 31000137 | Number of Individuals Covered | 143 | 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 $279,449 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 918441 |
Policy instance | 1 |
Insurance contract or identification number | 918441 | Number of Individuals Covered | 208 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $7,965 | Total amount of fees paid to insurance company | USD $44,617 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,285,821 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,965 | Amount paid for insurance broker fees | 44617 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT BONUS | Insurance broker organization code? | 3 |
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CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
Policy contract number | 00525847 |
Policy instance | 1 |
Insurance contract or identification number | 00525847 | Number of Individuals Covered | 107 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $31,451 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,451 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | PENNA. AUTO ASSOC. INS. AGENCY |
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CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
Policy contract number | 525847 |
Policy instance | 1 |
Insurance contract or identification number | 525847 | Number of Individuals Covered | 136 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $31,081 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,081 | Insurance broker organization code? | 3 | Insurance broker name | PENNA. AUTO ASSOC. INS. AGENCY |
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HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) |
Policy contract number | 195901 |
Policy instance | 1 |
Insurance contract or identification number | 195901 | Number of Individuals Covered | 224 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $22,478 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 | Yes | 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 $1,540,154 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,478 | Insurance broker organization code? | 3 | Insurance broker name | EMERSON REID, LLC |
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HEALTHAMERICA OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 95060 ) |
Policy contract number | 1805730000 |
Policy instance | 1 |
Insurance contract or identification number | 1805730000 | Number of Individuals Covered | 417 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $40,486 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 | Yes | 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 $1,619,433 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,486 | Insurance broker organization code? | 3 | Insurance broker name | PAA INSURANCE AGENCY |
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HEALTHAMERICA OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 95060 ) |
Policy contract number | 1805730000 |
Policy instance | 1 |
Insurance contract or identification number | 1805730000 | Number of Individuals Covered | 449 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $38,536 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 | Yes | 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 $1,403,300 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $38,536 | Insurance broker organization code? | 3 | Insurance broker name | PAA INSURANCE AGENCY |
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