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BURKERT GROUP HEALTH PLAN 401k Plan overview

Plan NameBURKERT GROUP HEALTH PLAN
Plan identification number 503

BURKERT GROUP HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BURKERT USA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BURKERT USA CORPORATION
Employer identification number (EIN):330070281
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURKERT GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-08-01LORI DORCIK2023-12-12

Plan Statistics for BURKERT GROUP HEALTH PLAN

401k plan membership statisitcs for BURKERT GROUP HEALTH PLAN

Measure Date Value
2022: BURKERT GROUP HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01150
Total number of active participants reported on line 7a of the Form 55002022-08-01179
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-014
Total of all active and inactive participants2022-08-01183
Number of employers contributing to the scheme2022-08-010

Form 5500 Responses for BURKERT GROUP HEALTH PLAN

2022: BURKERT GROUP HEALTH PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01First time form 5500 has been submittedYes
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan funding arrangement – General assets of the sponsorYes
2022-08-01Plan benefit arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9908-9685
Policy instance 1
Insurance contract or identification number9908-9685
Number of Individuals Covered112
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $148
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $1,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $148
Amount paid for insurance broker fees0
Insurance broker organization code?3
EMPLOYEE NETWORK INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberBUR11152
Policy instance 2
Insurance contract or identification numberBUR11152
Number of Individuals Covered112
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $1,882
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5396637
Policy instance 3
Insurance contract or identification number5396637
Number of Individuals Covered329
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $50,006
Total amount of fees paid to insurance companyUSD $4,417
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT,ACCIDENT,HOSPITAL,CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $362,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,006
Amount paid for insurance broker fees252
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3

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