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EHIM 401(K) PLAN 401k Plan overview

Plan NameEHIM 401(K) PLAN
Plan identification number 001

EHIM 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMPLOYEE HEALTH INSURANCE MANAGEMEN has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE HEALTH INSURANCE MANAGEMEN
Employer identification number (EIN):382776173
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EHIM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01BARBARA RAMBO
0012021-01-01
0012021-01-01CAROL SATOVSKY
0012020-01-01MINDI FYNKE2021-09-24
0012019-01-01MINDI FYNKE2020-09-30
0012018-01-01MINDI FYNKE2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01CAROL SATOVSKY2016-06-10 MINDI FYNKE2016-06-10
0012014-01-01CAROL SATOVSKY2015-07-13
0012013-01-01CAROL SATOVSKY2014-07-25
0012012-01-01CAROL SATOVSKY2013-10-07 CAROL SATOVSKY2013-10-07
0012011-01-01RICHARD PRICE
0012009-01-01
0012009-01-01RICHARD PRICE

Financial Data on EHIM 401(K) PLAN

Measure Date Value
2022 : EHIM 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-599,415
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,451,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,420,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,088,791
Value of total assets at end of year2022-12-31$8,236,024
Value of total assets at beginning of year2022-12-31$10,286,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,629
Total interest from all sources2022-12-31$4,863
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$336,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$336,226
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$943,507
Participant contributions at end of year2022-12-31$62,887
Participant contributions at beginning of year2022-12-31$97,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,050,840
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,236,024
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,286,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$24,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,689,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,894,383
Interest on participant loans2022-12-31$4,145
Interest earned on other investments2022-12-31$683
Value of interest in common/collective trusts at end of year2022-12-31$478,956
Value of interest in common/collective trusts at beginning of year2022-12-31$287,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,012,146
Net investment gain or loss from common/collective trusts2022-12-31$-17,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$145,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,420,796
Contract administrator fees2022-12-31$5,810
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WINDHAM BRANNON LLC
Accountancy firm EIN2022-12-31581763439
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-599,415
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,451,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,420,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,088,791
Value of total assets at end of year2022-01-01$8,236,024
Value of total assets at beginning of year2022-01-01$10,286,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$30,629
Total interest from all sources2022-01-01$4,863
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$336,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$336,226
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$943,507
Participant contributions at end of year2022-01-01$62,887
Participant contributions at beginning of year2022-01-01$97,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,050,840
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,236,024
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$10,286,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$24,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,689,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$9,894,383
Interest on participant loans2022-01-01$4,145
Interest earned on other investments2022-01-01$683
Value of interest in common/collective trusts at end of year2022-01-01$478,956
Value of interest in common/collective trusts at beginning of year2022-01-01$287,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$2,991
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$7,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,012,146
Net investment gain or loss from common/collective trusts2022-01-01$-17,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$145,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,420,796
Contract administrator fees2022-01-01$5,810
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WINDHAM BRANNON LLC
Accountancy firm EIN2022-01-01581763439
2021 : EHIM 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,073,682
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$363,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$313,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$985,441
Value of total assets at end of year2021-12-31$10,286,864
Value of total assets at beginning of year2021-12-31$8,576,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,126
Total interest from all sources2021-12-31$5,201
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$299,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$299,341
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$824,578
Participant contributions at end of year2021-12-31$97,409
Participant contributions at beginning of year2021-12-31$97,891
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$71,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,710,023
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,286,864
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,576,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,894,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$477,164
Interest on participant loans2021-12-31$4,999
Interest earned on other investments2021-12-31$195
Value of interest in common/collective trusts at end of year2021-12-31$287,772
Value of interest in common/collective trusts at beginning of year2021-12-31$7,930,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$70,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$70,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$767,364
Net investment gain or loss from common/collective trusts2021-12-31$16,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$89,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$313,533
Contract administrator fees2021-12-31$10,151
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403
2020 : EHIM 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,045
Total income from all sources (including contributions)2020-12-31$2,044,498
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$187,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$143,560
Value of total corrective distributions2020-12-31$672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$828,992
Value of total assets at end of year2020-12-31$8,576,841
Value of total assets at beginning of year2020-12-31$6,724,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,691
Total interest from all sources2020-12-31$6,643
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$17,438
Administrative expenses professional fees incurred2020-12-31$2,649
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$759,916
Participant contributions at end of year2020-12-31$97,891
Participant contributions at beginning of year2020-12-31$129,998
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$58,421
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$27,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,856,575
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,576,841
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,720,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$38,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$477,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$359,031
Interest on participant loans2020-12-31$6,643
Value of interest in common/collective trusts at end of year2020-12-31$7,930,852
Value of interest in common/collective trusts at beginning of year2020-12-31$6,172,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$70,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$58,644
Net investment gain or loss from common/collective trusts2020-12-31$1,132,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$41,591
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$4,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$143,560
Contract administrator fees2020-12-31$2,155
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31UHY LLP
Accountancy firm EIN2020-12-31200694403
2019 : EHIM 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,045
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$1,996,822
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$446,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$400,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$744,286
Value of total assets at end of year2019-12-31$6,724,311
Value of total assets at beginning of year2019-12-31$5,170,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,894
Total interest from all sources2019-12-31$7,673
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,011
Administrative expenses professional fees incurred2019-12-31$4,568
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$704,508
Participant contributions at end of year2019-12-31$129,998
Participant contributions at beginning of year2019-12-31$132,426
Participant contributions at end of year2019-12-31$58,421
Participant contributions at beginning of year2019-12-31$31,622
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,550,003
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,720,266
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,170,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$38,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$359,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$419,511
Interest on participant loans2019-12-31$7,673
Value of interest in common/collective trusts at end of year2019-12-31$6,172,432
Value of interest in common/collective trusts at beginning of year2019-12-31$4,584,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$117,199
Net investment gain or loss from common/collective trusts2019-12-31$1,115,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$39,765
Employer contributions (assets) at end of year2019-12-31$4,122
Employer contributions (assets) at beginning of year2019-12-31$2,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$400,925
Contract administrator fees2019-12-31$2,841
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31UHY LLP
Accountancy firm EIN2019-12-31200694403
2018 : EHIM 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$298,814
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$211,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$167,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$663,182
Value of total assets at end of year2018-12-31$5,170,263
Value of total assets at beginning of year2018-12-31$5,082,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,361
Total interest from all sources2018-12-31$4,866
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$20,401
Administrative expenses professional fees incurred2018-12-31$2,094
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$576,426
Participant contributions at end of year2018-12-31$132,426
Participant contributions at beginning of year2018-12-31$94,849
Participant contributions at end of year2018-12-31$31,622
Participant contributions at beginning of year2018-12-31$15,999
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$87,653
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,170,263
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,082,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$419,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$348,825
Interest on participant loans2018-12-31$4,866
Value of interest in common/collective trusts at end of year2018-12-31$4,584,199
Value of interest in common/collective trusts at beginning of year2018-12-31$4,621,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$55
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-64,151
Net investment gain or loss from common/collective trusts2018-12-31$-325,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$36,487
Employer contributions (assets) at end of year2018-12-31$2,488
Employer contributions (assets) at beginning of year2018-12-31$1,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$167,800
Contract administrator fees2018-12-31$3,005
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31UHY LLP
Accountancy firm EIN2018-12-31200694403
2017 : EHIM 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,364,497
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$241,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$203,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$574,009
Value of total assets at end of year2017-12-31$5,082,610
Value of total assets at beginning of year2017-12-31$3,959,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,348
Total interest from all sources2017-12-31$2,082
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,933
Administrative expenses professional fees incurred2017-12-31$38,348
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$538,080
Participant contributions at end of year2017-12-31$94,849
Participant contributions at beginning of year2017-12-31$36,165
Participant contributions at end of year2017-12-31$15,999
Participant contributions at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,122,934
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,082,610
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,959,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$348,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$297,866
Interest on participant loans2017-12-31$2,082
Value of interest in common/collective trusts at end of year2017-12-31$4,621,671
Value of interest in common/collective trusts at beginning of year2017-12-31$3,625,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$55
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$54,511
Net investment gain or loss from common/collective trusts2017-12-31$720,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$35,929
Employer contributions (assets) at end of year2017-12-31$1,211
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$203,215
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31UHY LLP
Accountancy firm EIN2017-12-31200694403
2011 : EHIM 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$175,813
Expenses. Total of all expenses incurred2011-12-31$109,751
Benefits paid (including direct rollovers)2011-12-31$109,451
Total plan assets at end of year2011-12-31$1,694,119
Total plan assets at beginning of year2011-12-31$1,628,057
Value of fidelity bond covering the plan2011-12-31$130,000
Total contributions received or receivable from participants2011-12-31$236,694
Contributions received from other sources (not participants or employers)2011-12-31$6,294
Other income received2011-12-31$-82,514
Net income (gross income less expenses)2011-12-31$66,062
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,694,119
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,628,057
Assets. Value of participant loans2011-12-31$34,268
Total contributions received or receivable from employer(s)2011-12-31$15,339
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$300
2010 : EHIM 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$426,318
Expenses. Total of all expenses incurred2010-12-31$29,637
Benefits paid (including direct rollovers)2010-12-31$29,287
Total plan assets at end of year2010-12-31$1,628,057
Total plan assets at beginning of year2010-12-31$1,231,376
Value of fidelity bond covering the plan2010-12-31$130,000
Total contributions received or receivable from participants2010-12-31$201,857
Contributions received from other sources (not participants or employers)2010-12-31$17,482
Other income received2010-12-31$193,893
Net income (gross income less expenses)2010-12-31$396,681
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,628,057
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,231,376
Assets. Value of participant loans2010-12-31$41,623
Total contributions received or receivable from employer(s)2010-12-31$13,086
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$350

Form 5500 Responses for EHIM 401(K) PLAN

2022: EHIM 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EHIM 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EHIM 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EHIM 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EHIM 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EHIM 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2011: EHIM 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EHIM 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number2117690
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number2117690
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922523
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number922523
Policy instance 1

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