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Plan Name | EBIX HEALTH ADMINISTRATION EXCHANGE, INC. CASH OPTION PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | EBIX HEALTH ADMINISTRATION EXCHANGE, INC. |
Employer identification number (EIN): | 351640589 |
NAIC Classification: | 541519 |
NAIC Description: | Other Computer Related Services |
Additional information about EBIX HEALTH ADMINISTRATION EXCHANGE, INC.
Jurisdiction of Incorporation: | Georgia Department of States Corporations Division |
Incorporation Date: | 2012-10-25 |
Company Identification Number: | 1767123 |
Legal Registered Office Address: |
20430 NORTH 19TH AVENUE STE 120 PHOENIX United States of America (USA) 85029 |
More information about EBIX HEALTH ADMINISTRATION EXCHANGE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | JANITA TOMS | 2023-07-20 | ||
001 | 2021-01-01 | DARREN JOSEPH | 2023-02-15 | ||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | TRACY FERRELL | 2019-05-09 |
Measure | Date | Value |
---|---|---|
2020: EBIX HEALTH ADMINISTRATION EXCHANGE, INC. CASH OPTION PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 46 |
Total of all active and inactive participants | 2020-01-01 | 80 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 80 |
Number of participants with account balances | 2020-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EBIX HEALTH ADMINISTRATION EXCHANGE, INC. CASH OPTION PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 46 |
Total of all active and inactive participants | 2019-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 105 |
Number of participants with account balances | 2019-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : EBIX HEALTH ADMINISTRATION EXCHANGE, INC. CASH OPTION PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $955,136 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $978,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $959,472 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $162,870 |
Value of total assets at end of year | 2021-12-31 | $7,033,372 |
Value of total assets at beginning of year | 2021-12-31 | $7,056,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $19,181 |
Total interest from all sources | 2021-12-31 | $3,694 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $98,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $98,631 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $138,000 |
Participant contributions at end of year | 2021-12-31 | $66,638 |
Participant contributions at beginning of year | 2021-12-31 | $85,251 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-23,517 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,033,372 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,056,889 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $10,392 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,966,734 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,971,638 |
Interest on participant loans | 2021-12-31 | $3,694 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $689,941 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $24,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $959,472 |
Contract administrator fees | 2021-12-31 | $8,789 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Qualified |
Accountancy firm name | 2021-12-31 | MY EXPERT INC |
Accountancy firm EIN | 2021-12-31 | 850637361 |
2020 : EBIX HEALTH ADMINISTRATION EXCHANGE, INC. CASH OPTION PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,187,977 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $662,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $644,776 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $181,058 |
Value of total assets at end of year | 2020-12-31 | $7,056,889 |
Value of total assets at beginning of year | 2020-12-31 | $6,531,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $17,453 |
Total interest from all sources | 2020-12-31 | $6,065 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $94,955 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $94,955 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $151,707 |
Participant contributions at end of year | 2020-12-31 | $85,251 |
Participant contributions at beginning of year | 2020-12-31 | $123,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $525,748 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,056,889 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,531,141 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $9,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,971,638 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,407,586 |
Interest on participant loans | 2020-12-31 | $5,298 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $767 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $905,899 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $29,351 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $644,776 |
Contract administrator fees | 2020-12-31 | $8,093 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Qualified |
Accountancy firm name | 2020-12-31 | MY EXPERT INC |
Accountancy firm EIN | 2020-12-31 | 850637361 |
2019 : EBIX HEALTH ADMINISTRATION EXCHANGE, INC. CASH OPTION PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $7,224 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,454,337 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $593,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $571,215 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $214,277 |
Value of total assets at end of year | 2019-12-31 | $6,531,141 |
Value of total assets at beginning of year | 2019-12-31 | $5,662,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,173 |
Total interest from all sources | 2019-12-31 | $5,341 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $132,608 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $132,608 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $177,895 |
Participant contributions at end of year | 2019-12-31 | $123,555 |
Participant contributions at beginning of year | 2019-12-31 | $128,986 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $123,555 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $128,986 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $2,631 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $860,949 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,531,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,662,968 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $7,985 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,407,586 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $5,531,351 |
Interest on participant loans | 2019-12-31 | $5,341 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $483,058 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $619,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $36,382 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $571,215 |
Contract administrator fees | 2019-12-31 | $14,188 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2020: EBIX HEALTH ADMINISTRATION EXCHANGE, INC. CASH OPTION PROFIT SHARING PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EBIX HEALTH ADMINISTRATION EXCHANGE, INC. CASH OPTION PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 132142 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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