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PALMER GROUP EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NamePALMER GROUP EMPLOYEE BENEFIT PLAN
Plan identification number 502

PALMER GROUP EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

THE PALMER GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE PALMER GROUP
Employer identification number (EIN):351112033
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about THE PALMER GROUP

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0766530

More information about THE PALMER GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMER GROUP EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-10-01
5022020-10-01
5022019-10-01
5022018-10-01
5022017-10-01
5022016-10-01JEFFREY L. CURRY
5022015-10-01JEFFREY L. CURRY
5022014-10-01JEFFREY L. CURRY
5022013-10-01JEFFREY L. CURRY
5022012-10-01JEFFREY L. CURRY
5022011-10-01JEFFREY L. CURRY
5022009-10-01JEFFREY L. CURRY
5022009-10-01JEFFREY L. CURRY

Plan Statistics for PALMER GROUP EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for PALMER GROUP EMPLOYEE BENEFIT PLAN

Measure Date Value
2021: PALMER GROUP EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01591
Total number of active participants reported on line 7a of the Form 55002021-10-01604
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01604
2020: PALMER GROUP EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01589
Total number of active participants reported on line 7a of the Form 55002020-10-01591
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01591
2019: PALMER GROUP EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01591
Total number of active participants reported on line 7a of the Form 55002019-10-01589
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01589
2018: PALMER GROUP EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01500
Total number of active participants reported on line 7a of the Form 55002018-10-01591
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-01591
2017: PALMER GROUP EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01496
Total number of active participants reported on line 7a of the Form 55002017-10-01500
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-01500
2016: PALMER GROUP EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01503
Total number of active participants reported on line 7a of the Form 55002016-10-01496
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-01496
2015: PALMER GROUP EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01524
Total number of active participants reported on line 7a of the Form 55002015-10-01503
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-01503
2014: PALMER GROUP EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01510
Total number of active participants reported on line 7a of the Form 55002014-10-01524
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-01524
2013: PALMER GROUP EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01401
Total number of active participants reported on line 7a of the Form 55002013-10-01510
Total of all active and inactive participants2013-10-01510
2012: PALMER GROUP EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01386
Total number of active participants reported on line 7a of the Form 55002012-10-01401
Total of all active and inactive participants2012-10-01401
2011: PALMER GROUP EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01335
Total number of active participants reported on line 7a of the Form 55002011-10-01386
Total of all active and inactive participants2011-10-01386
2009: PALMER GROUP EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01407
Total number of active participants reported on line 7a of the Form 55002009-10-01365
Total of all active and inactive participants2009-10-01365

Form 5500 Responses for PALMER GROUP EMPLOYEE BENEFIT PLAN

2021: PALMER GROUP EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: PALMER GROUP EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: PALMER GROUP EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: PALMER GROUP EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – General assets of the sponsorYes
2017: PALMER GROUP EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – General assets of the sponsorYes
2016: PALMER GROUP EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: PALMER GROUP EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: PALMER GROUP EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: PALMER GROUP EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes
2012: PALMER GROUP EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – General assets of the sponsorYes
2011: PALMER GROUP EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes
2009: PALMER GROUP EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1000837
Policy instance 3
Insurance contract or identification number1000837
Number of Individuals Covered894
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $4,905
Other welfare benefits providedORGAN/TISSUE TRANSPLANT BENEFIT PRO
Welfare Benefit Premiums Paid to CarrierUSD $49,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,905
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
CIGNA (National Association of Insurance Commissioners NAIC id number: 95525 )
Policy contract number
Policy instance 2
Number of Individuals Covered468
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Welfare Benefit Premiums Paid to CarrierUSD $87,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPPO FEE
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00543594
Policy instance 1
Insurance contract or identification number00543594
Number of Individuals Covered604
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $49,887
Total amount of fees paid to insurance companyUSD $12,059
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY HOSPITAL
Welfare Benefit Premiums Paid to CarrierUSD $305,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,887
Amount paid for insurance broker fees12059
Additional information about fees paid to insurance brokerINSURANCE COMMISSION
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1000837
Policy instance 3
Insurance contract or identification number1000837
Number of Individuals Covered834
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $4,631
Other welfare benefits providedORGAN/TISSUE TRANSPLANT BENEFIT PRO
Welfare Benefit Premiums Paid to CarrierUSD $46,314
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,631
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
CIGNA (National Association of Insurance Commissioners NAIC id number: 95525 )
Policy contract number
Policy instance 2
Number of Individuals Covered436
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Welfare Benefit Premiums Paid to CarrierUSD $50,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPPO FEE
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00543594
Policy instance 1
Insurance contract or identification number00543594
Number of Individuals Covered591
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $53,013
Total amount of fees paid to insurance companyUSD $11,421
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY HOSPITAL
Welfare Benefit Premiums Paid to CarrierUSD $327,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,013
Amount paid for insurance broker fees11421
Additional information about fees paid to insurance brokerINSURANCE COMMISSION
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1000837
Policy instance 3
Insurance contract or identification number1000837
Number of Individuals Covered811
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $4,429
Other welfare benefits providedORGAN/TISSUE TRANSPLANT BENEFIT PRO
Welfare Benefit Premiums Paid to CarrierUSD $44,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,429
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
CIGNA (National Association of Insurance Commissioners NAIC id number: 95525 )
Policy contract number
Policy instance 2
Number of Individuals Covered424
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Welfare Benefit Premiums Paid to CarrierUSD $79,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPPO FEE
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000BI887
Policy instance 1
Insurance contract or identification number000BI887
Number of Individuals Covered589
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $47,856
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $309,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,856
Additional information about fees paid to insurance brokerINSURANCE COMMISSION
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1000837
Policy instance 3
Insurance contract or identification number1000837
Number of Individuals Covered727
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $4,352
Other welfare benefits providedORGAN/TISSUE TRANSPLANT BENEFIT PRO
Welfare Benefit Premiums Paid to CarrierUSD $43,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,352
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
CIGNA (National Association of Insurance Commissioners NAIC id number: 95525 )
Policy contract number
Policy instance 2
Number of Individuals Covered412
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Welfare Benefit Premiums Paid to CarrierUSD $73,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPPO FEE
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000BI887
Policy instance 1
Insurance contract or identification number000BI887
Number of Individuals Covered591
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $34,370
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $215,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,370
Additional information about fees paid to insurance brokerINSURANCE COMMISSION
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1000837
Policy instance 4
Insurance contract or identification number1000837
Number of Individuals Covered727
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $3,749
Other welfare benefits providedORGAN/TISSUE TRANSPLANT BENEFIT PRO
Welfare Benefit Premiums Paid to CarrierUSD $37,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA (National Association of Insurance Commissioners NAIC id number: 95525 )
Policy contract number
Policy instance 3
Number of Individuals Covered372
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Welfare Benefit Premiums Paid to CarrierUSD $61,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000BI887
Policy instance 2
Insurance contract or identification number000BI887
Number of Individuals Covered563
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $18,983
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $146,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number245035
Policy instance 1
Insurance contract or identification number245035
Number of Individuals Covered500
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $342
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC AD&D
Welfare Benefit Premiums Paid to CarrierUSD $6,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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