BUSINESS AND ECONOMICS ACADEMY OF has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2014: BEAM EMPLOYEE RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 92 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 8 |
Total of all active and inactive participants | 2014-07-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 100 |
Number of participants with account balances | 2014-07-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 10 |
2013: BEAM EMPLOYEE RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 71 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 6 |
Total of all active and inactive participants | 2013-07-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 77 |
Number of participants with account balances | 2013-07-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 10 |
2012: BEAM EMPLOYEE RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 67 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 6 |
Total of all active and inactive participants | 2012-07-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 73 |
Number of participants with account balances | 2012-07-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 7 |
2011: BEAM EMPLOYEE RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 65 |
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 | 1 |
Total of all active and inactive participants | 2011-07-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 66 |
Number of participants with account balances | 2011-07-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 1 |
Measure | Date | Value |
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2015 : BEAM EMPLOYEE RETIREMENT PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-06-30 | $0 |
Total income from all sources | 2015-06-30 | $91,929 |
Expenses. Total of all expenses incurred | 2015-06-30 | $21,818 |
Benefits paid (including direct rollovers) | 2015-06-30 | $19,338 |
Total plan assets at end of year | 2015-06-30 | $478,132 |
Total plan assets at beginning of year | 2015-06-30 | $408,021 |
Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
Total contributions received or receivable from participants | 2015-06-30 | $64,330 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $2,480 |
Contributions received from other sources (not participants or employers) | 2015-06-30 | $2,568 |
Other income received | 2015-06-30 | $12,719 |
Net income (gross income less expenses) | 2015-06-30 | $70,111 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $478,132 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $408,021 |
Assets. Value of participant loans | 2015-06-30 | $5,871 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $12,312 |
Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
Value of corrective distributions | 2015-06-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : BEAM EMPLOYEE RETIREMENT PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-06-30 | $2,698 |
Total income from all sources | 2014-06-30 | $120,507 |
Expenses. Total of all expenses incurred | 2014-06-30 | $8,853 |
Benefits paid (including direct rollovers) | 2014-06-30 | $8,662 |
Total plan assets at end of year | 2014-06-30 | $408,021 |
Total plan assets at beginning of year | 2014-06-30 | $293,669 |
Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
Total contributions received or receivable from participants | 2014-06-30 | $61,749 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $191 |
Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
Other income received | 2014-06-30 | $49,158 |
Net income (gross income less expenses) | 2014-06-30 | $111,654 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $408,021 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $293,669 |
Assets. Value of participant loans | 2014-06-30 | $10,692 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $9,600 |
Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
Value of corrective distributions | 2014-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $0 |
2013 : BEAM EMPLOYEE RETIREMENT PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-06-30 | $0 |
Total income from all sources | 2013-06-30 | $113,979 |
Expenses. Total of all expenses incurred | 2013-06-30 | $15,612 |
Benefits paid (including direct rollovers) | 2013-06-30 | $15,420 |
Total plan assets at end of year | 2013-06-30 | $293,669 |
Total plan assets at beginning of year | 2013-06-30 | $195,302 |
Total contributions received or receivable from participants | 2013-06-30 | $72,775 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $192 |
Contributions received from other sources (not participants or employers) | 2013-06-30 | $3,061 |
Other income received | 2013-06-30 | $26,962 |
Net income (gross income less expenses) | 2013-06-30 | $98,367 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $293,669 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $195,302 |
Assets. Value of participant loans | 2013-06-30 | $5,883 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $11,181 |
Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
Value of corrective distributions | 2013-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
2012 : BEAM EMPLOYEE RETIREMENT PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-06-30 | $0 |
Total income from all sources | 2012-06-30 | $197,351 |
Expenses. Total of all expenses incurred | 2012-06-30 | $2,049 |
Benefits paid (including direct rollovers) | 2012-06-30 | $2,000 |
Total plan assets at end of year | 2012-06-30 | $195,302 |
Total plan assets at beginning of year | 2012-06-30 | $0 |
Total contributions received or receivable from participants | 2012-06-30 | $62,883 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $49 |
Contributions received from other sources (not participants or employers) | 2012-06-30 | $119,666 |
Other income received | 2012-06-30 | $6,027 |
Net income (gross income less expenses) | 2012-06-30 | $195,302 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $195,302 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $0 |
Assets. Value of participant loans | 2012-06-30 | $6,254 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $8,775 |
Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
Value of corrective distributions | 2012-06-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
2014: BEAM EMPLOYEE RETIREMENT 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 funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2013: BEAM EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2012: BEAM EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2011: BEAM EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | First time form 5500 has been submitted | Yes |
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 funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825699 |
Policy instance | 1 |
Insurance contract or identification number | GA-825699 | Number of Individuals Covered | 92 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $833 | 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $833 | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORPORATION |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825699 |
Policy instance | 1 |
Insurance contract or identification number | GA-825699 | Number of Individuals Covered | 28 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $634 | Total amount of fees paid to insurance company | USD $19 | 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $634 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 19 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | LPL FINANCIAL CORPORATION |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825699 |
Policy instance | 1 |
Insurance contract or identification number | GA-825699 | Number of Individuals Covered | 67 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $339 | Total amount of fees paid to insurance company | USD $67 | 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $339 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 67 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | LPL FINANCIAL LLC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-825699 |
Policy instance | 1 |
Insurance contract or identification number | GA-825699 | Number of Individuals Covered | 65 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $2,870 | Total amount of fees paid to insurance company | USD $42 | 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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