FRANKLIN STORAGE LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FRANKLIN STORAGE LP GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2022: FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 55 |
| Number of retired or separated participants receiving benefits | 2022-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-08-01 | 0 |
| Total of all active and inactive participants | 2022-08-01 | 55 |
| 2021: FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 41 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 0 |
| Total of all active and inactive participants | 2021-08-01 | 43 |
| 2020: FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 38 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 0 |
| Total of all active and inactive participants | 2020-08-01 | 39 |
| 2019: FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 44 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 44 |
| Measure | Date | Value |
|---|
| 2023 : FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-07-31 | $116,125 |
| Total plan liabilities at beginning of year | 2023-07-31 | $31,340 |
| Total income from all sources | 2023-07-31 | $662,584 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $725,689 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $427,079 |
| Total plan assets at end of year | 2023-07-31 | $123,401 |
| Total plan assets at beginning of year | 2023-07-31 | $101,721 |
| Value of fidelity bond covering the plan | 2023-07-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-07-31 | $212,704 |
| Expenses. Other expenses not covered elsewhere | 2023-07-31 | $243,289 |
| Contributions received from other sources (not participants or employers) | 2023-07-31 | $4,033 |
| Other income received | 2023-07-31 | $739 |
| Net income (gross income less expenses) | 2023-07-31 | $-63,105 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $7,276 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $70,381 |
| Total contributions received or receivable from employer(s) | 2023-07-31 | $445,108 |
| Value of corrective distributions | 2023-07-31 | $54,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-07-31 | $651 |
| 2022 : FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-07-31 | $31,340 |
| Total plan liabilities at beginning of year | 2022-07-31 | $22,118 |
| Total income from all sources | 2022-07-31 | $511,474 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $470,840 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $251,522 |
| Total plan assets at end of year | 2022-07-31 | $101,721 |
| Total plan assets at beginning of year | 2022-07-31 | $51,865 |
| Value of fidelity bond covering the plan | 2022-07-31 | $250,000 |
| Total contributions received or receivable from participants | 2022-07-31 | $191,296 |
| Expenses. Other expenses not covered elsewhere | 2022-07-31 | $194,279 |
| Contributions received from other sources (not participants or employers) | 2022-07-31 | $2,688 |
| Other income received | 2022-07-31 | $209 |
| Net income (gross income less expenses) | 2022-07-31 | $40,634 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $70,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $29,747 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $317,281 |
| Value of corrective distributions | 2022-07-31 | $19,495 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $5,544 |
| 2021 : FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-07-31 | $22,118 |
| Total plan liabilities at beginning of year | 2021-07-31 | $27,457 |
| Total income from all sources | 2021-07-31 | $454,106 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $406,922 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $234,268 |
| Total plan assets at end of year | 2021-07-31 | $51,865 |
| Total plan assets at beginning of year | 2021-07-31 | $10,020 |
| Value of fidelity bond covering the plan | 2021-07-31 | $250,000 |
| Total contributions received or receivable from participants | 2021-07-31 | $217,337 |
| Expenses. Other expenses not covered elsewhere | 2021-07-31 | $163,945 |
| Contributions received from other sources (not participants or employers) | 2021-07-31 | $6,161 |
| Other income received | 2021-07-31 | $154 |
| Net income (gross income less expenses) | 2021-07-31 | $47,184 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $29,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $-17,437 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $230,454 |
| Value of certain deemed distributions of participant loans | 2021-07-31 | $0 |
| Value of corrective distributions | 2021-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $8,709 |
| 2020 : FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-07-31 | $27,457 |
| Total plan liabilities at beginning of year | 2020-07-31 | $0 |
| Total income from all sources | 2020-07-31 | $435,911 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $453,348 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $285,103 |
| Total plan assets at end of year | 2020-07-31 | $10,020 |
| Total plan assets at beginning of year | 2020-07-31 | $0 |
| Value of fidelity bond covering the plan | 2020-07-31 | $250,000 |
| Total contributions received or receivable from participants | 2020-07-31 | $229,448 |
| Expenses. Other expenses not covered elsewhere | 2020-07-31 | $154,613 |
| Contributions received from other sources (not participants or employers) | 2020-07-31 | $0 |
| Other income received | 2020-07-31 | $105 |
| Net income (gross income less expenses) | 2020-07-31 | $-17,437 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $-17,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $206,358 |
| Value of corrective distributions | 2020-07-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $13,632 |
| 2022: FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Submission has been amended | No |
| 2022-08-01 | This submission is the final filing | No |
| 2022-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-08-01 | Plan is a collectively bargained plan | No |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan funding arrangement – Trust | Yes |
| 2022-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement - Trust | Yes |
| 2022-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Submission has been amended | No |
| 2021-08-01 | This submission is the final filing | No |
| 2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-08-01 | Plan is a collectively bargained plan | No |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Submission has been amended | No |
| 2020-08-01 | This submission is the final filing | No |
| 2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-08-01 | Plan is a collectively bargained plan | No |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: FRANKLIN STORAGE LP GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | First time form 5500 has been submitted | Yes |
| 2019-08-01 | Submission has been amended | No |
| 2019-08-01 | This submission is the final filing | No |
| 2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-08-01 | Plan is a collectively bargained plan | No |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000089 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000089 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | 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 $184,972 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 000000 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-01 | | 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 $23,204 | | 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 | 31000089 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000089 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | 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 $164,848 | | 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 | 31000089 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000089 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | 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 $131,917 | | 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 | SL31000089 |
| Policy instance | 1 |
| Insurance contract or identification number | SL31000089 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | 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 $126,959 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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