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BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 401k Plan overview

Plan NameBURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN
Plan identification number 503

BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN Benefits

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

401k Sponsoring company profile

BURNS & MCDONNELL, INC. has sponsored the creation of one or more 401k plans.

Company Name:BURNS & MCDONNELL, INC.
Employer identification number (EIN):431393692
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032024-01-01RENITA MOLLMAN
5032023-01-01
5032023-01-01RENITA MOLLMAN
5032022-01-01
5032022-01-01RENITA MOLLMAN
5032021-01-01
5032021-01-01ALEX J. KETZNER
5032020-01-01
5032019-01-01
5032017-01-01ROBERT G. JONES
5032016-01-01ROBERT G. JONES
5032015-01-01ROBERT G. JONES
5032015-01-01ROBERT G. JONES
5032014-01-01ROBERT G. JONES ROBERT G. JONES2015-10-13
5032014-01-01ROBERT G. JONES ROBERT G. JONES2015-10-13
5032013-01-01ROBERT G. JONES
5032012-01-01ROBERT G. JONES
5032011-01-01ROBERT JONES
5032010-01-01ROBERT JONES
5032009-01-01ROBERT G. JONES ROBERT G. JONES2010-10-12
5032009-01-01ROBERT G. JONES ROBERT G. JONES2010-10-12

Plan Statistics for BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN

401k plan membership statisitcs for BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN

Measure Date Value
2023: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-017,685
Total number of active participants reported on line 7a of the Form 55002023-01-018,299
Number of retired or separated participants receiving benefits2023-01-01139
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-018,438
2022: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,586
Total number of active participants reported on line 7a of the Form 55002022-01-017,677
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017,685
2021: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,925
Total number of active participants reported on line 7a of the Form 55002021-01-017,581
Number of retired or separated participants receiving benefits2021-01-01375
Total of all active and inactive participants2021-01-017,956
Total participants2021-01-017,956
2020: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,893
Total number of active participants reported on line 7a of the Form 55002020-01-016,701
Number of retired or separated participants receiving benefits2020-01-01224
Total of all active and inactive participants2020-01-016,925
Total participants2020-01-016,925
2019: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,816
Total number of active participants reported on line 7a of the Form 55002019-01-016,739
Number of retired or separated participants receiving benefits2019-01-01154
Total of all active and inactive participants2019-01-016,893
Total participants2019-01-016,893
2017: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,827
Total number of active participants reported on line 7a of the Form 55002017-01-014,906
Number of retired or separated participants receiving benefits2017-01-01101
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,007
2016: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,640
Total number of active participants reported on line 7a of the Form 55002016-01-014,730
Number of retired or separated participants receiving benefits2016-01-0197
Total of all active and inactive participants2016-01-014,827
Total participants2016-01-014,827
2015: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,865
Total number of active participants reported on line 7a of the Form 55002015-01-014,545
Number of retired or separated participants receiving benefits2015-01-0195
Total of all active and inactive participants2015-01-014,640
Total participants2015-01-014,640
2014: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,230
Total number of active participants reported on line 7a of the Form 55002014-01-014,730
Number of retired or separated participants receiving benefits2014-01-01135
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,865
2013: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,799
Total number of active participants reported on line 7a of the Form 55002013-01-014,121
Number of retired or separated participants receiving benefits2013-01-01109
Total of all active and inactive participants2013-01-014,230
Total participants2013-01-014,230
2012: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,446
Total number of active participants reported on line 7a of the Form 55002012-01-013,691
Number of retired or separated participants receiving benefits2012-01-01108
Total of all active and inactive participants2012-01-013,799
Total participants2012-01-013,799
2011: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,967
Total number of active participants reported on line 7a of the Form 55002011-01-013,286
Number of retired or separated participants receiving benefits2011-01-01160
Total of all active and inactive participants2011-01-013,446
Total participants2011-01-013,446
2010: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,974
Total number of active participants reported on line 7a of the Form 55002010-01-012,967
Total of all active and inactive participants2010-01-012,967
Total participants2010-01-012,967
2009: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,727
Total number of active participants reported on line 7a of the Form 55002009-01-012,974
Total of all active and inactive participants2009-01-012,974
Total participants2009-01-012,974

Financial Data on BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN

Measure Date Value
2014 : BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,945,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,030,242
Total income from all sources (including contributions)2014-12-31$37,647,217
Total of all expenses incurred2014-12-31$46,218,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,030,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$37,646,831
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$7,655,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,188,270
Total interest from all sources2014-12-31$386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,188,270
Was this plan covered by a fidelity bond2014-12-31No
Value of fidelity bond cover2014-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$14,279,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$675
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$132,084
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$10,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-8,571,128
Value of net assets at end of year (total assets less liabilities)2014-12-31$-5,945,776
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,625,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,644,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,644,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$386
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$9,281,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$23,367,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$33,748,386
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,945,776
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,898,158
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,030,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,593,187
Total income from all sources (including contributions)2013-12-31$42,973,867
Total of all expenses incurred2013-12-31$39,858,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,597,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$42,973,530
Value of total assets at end of year2013-12-31$7,655,594
Value of total assets at beginning of year2013-12-31$4,103,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,260,898
Total interest from all sources2013-12-31$337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,260,898
Was this plan covered by a fidelity bond2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,258,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,492
Liabilities. Value of operating payables at end of year2013-12-31$132,084
Liabilities. Value of operating payables at beginning of year2013-12-31$106,834
Total non interest bearing cash at end of year2013-12-31$10,800
Total non interest bearing cash at beginning of year2013-12-31$10,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,115,047
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,625,352
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-489,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,644,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,089,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,089,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$337
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$8,079,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$30,715,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,518,609
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,898,158
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,486,353
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,593,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$94,806
Total income from all sources (including contributions)2012-12-31$32,567,688
Total of all expenses incurred2012-12-31$36,893,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,904,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$32,567,441
Value of total assets at end of year2012-12-31$4,103,492
Value of total assets at beginning of year2012-12-31$3,930,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,988,281
Total interest from all sources2012-12-31$247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,988,281
Was this plan covered by a fidelity bond2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$11,754,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$16,044
Liabilities. Value of operating payables at end of year2012-12-31$106,834
Liabilities. Value of operating payables at beginning of year2012-12-31$94,806
Total non interest bearing cash at end of year2012-12-31$10,800
Total non interest bearing cash at beginning of year2012-12-31$10,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-4,325,565
Value of net assets at end of year (total assets less liabilities)2012-12-31$-489,695
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,835,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,089,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,903,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,903,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,668,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,812,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,236,489
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,486,353
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE
Accountancy firm EIN2012-12-31133891517
2011 : BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$94,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$85,695
Total income from all sources (including contributions)2011-12-31$28,556,330
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$28,054,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$26,405,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$28,556,123
Value of total assets at end of year2011-12-31$3,930,676
Value of total assets at beginning of year2011-12-31$3,419,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,648,113
Total interest from all sources2011-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,648,113
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,732,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$16,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,485
Liabilities. Value of operating payables at end of year2011-12-31$94,806
Liabilities. Value of operating payables at beginning of year2011-12-31$85,695
Total non interest bearing cash at end of year2011-12-31$10,800
Total non interest bearing cash at beginning of year2011-12-31$10,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$502,308
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,835,870
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,333,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,903,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,395,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,395,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$5,316,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,823,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,089,652
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE
Accountancy firm EIN2011-12-31133891517
2010 : BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$85,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$81,065
Total income from all sources (including contributions)2010-12-31$26,071,024
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$25,779,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,247,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$26,070,785
Value of total assets at end of year2010-12-31$3,419,257
Value of total assets at beginning of year2010-12-31$3,122,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,531,474
Total interest from all sources2010-12-31$239
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,531,474
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,321,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,111
Liabilities. Value of operating payables at end of year2010-12-31$85,695
Liabilities. Value of operating payables at beginning of year2010-12-31$81,065
Total non interest bearing cash at end of year2010-12-31$10,800
Total non interest bearing cash at beginning of year2010-12-31$10,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$291,791
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,333,562
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,041,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,395,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,101,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,101,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,934,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,749,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,312,841
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN

2023: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BURNS & MCDONNELL, INC. HEALTH AND WELFARE BENEFITS 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number901726
Policy instance 7
Insurance contract or identification number901726
Number of Individuals Covered7252
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $279,732
Total amount of fees paid to insurance companyUSD $15,000
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $279,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 1
Insurance contract or identification number64100437
Number of Individuals Covered9895
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $50,392
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $335,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 2
Insurance contract or identification number64100438
Number of Individuals Covered2243
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $65,669
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $187,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number71 5956M
Policy instance 3
Insurance contract or identification number71 5956M
Number of Individuals Covered19713
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Welfare Benefit Premiums Paid to CarrierUSD $5,234,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-6636-22
Policy instance 4
Insurance contract or identification number4EL-6636-22
Number of Individuals Covered12096
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $2,428
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-8012-22
Policy instance 5
Insurance contract or identification number4EL-8012-22
Number of Individuals Covered80
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $71,175
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $711,745
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 number0161788
Policy instance 6
Insurance contract or identification number0161788
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of fees paid to insurance companyUSD $32,294
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number73148-0
Policy instance 14
Insurance contract or identification number73148-0
Number of Individuals Covered5229
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $278,671
Total amount of fees paid to insurance companyUSD $571,247
Other welfare benefits providedHOSPITAL CONFINEMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,165,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SURENCY LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 13175 )
Policy contract number40582
Policy instance 13
Insurance contract or identification number40582
Number of Individuals Covered6666
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $849,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 )
Policy contract number22990000
Policy instance 12
Insurance contract or identification number22990000
Number of Individuals Covered19634
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,991,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE NORTH RIVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 44520 )
Policy contract numberFRC8743
Policy instance 11
Insurance contract or identification numberFRC8743
Number of Individuals Covered41
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $76
Other welfare benefits providedACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberFRC8743
Policy instance 10
Insurance contract or identification numberFRC8743
Number of Individuals Covered49
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6,797
Total amount of fees paid to insurance companyUSD $6,483
Welfare Benefit Premiums Paid to CarrierUSD $69,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62634 )
Policy contract number0000004612
Policy instance 9
Insurance contract or identification number0000004612
Number of Individuals Covered22
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $5,415
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9901891
Policy instance 8
Insurance contract or identification number9901891
Number of Individuals Covered1615
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $39,695
Total amount of fees paid to insurance companyUSD $11,512
Other welfare benefits providedLEGAL
Welfare Benefit Premiums Paid to CarrierUSD $392,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 1
Insurance contract or identification number64100437
Number of Individuals Covered8854
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $44,032
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $293,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 2
Insurance contract or identification number64100438
Number of Individuals Covered2189
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $60,296
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $172,275
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number71 5956M
Policy instance 3
Insurance contract or identification number71 5956M
Number of Individuals Covered18533
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $5,160,724
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-6636-21
Policy instance 4
Insurance contract or identification number4EL-6636-21
Number of Individuals Covered6299
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $2,823
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-8012-21
Policy instance 5
Insurance contract or identification number4EL-8012-21
Number of Individuals Covered95
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $54,275
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $542,751
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 number0161788
Policy instance 6
Insurance contract or identification number0161788
Number of Individuals Covered15948
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $116,296
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,903,598
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 number0162139
Policy instance 7
Insurance contract or identification number0162139
Number of Individuals Covered2727
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $70,018
Total amount of fees paid to insurance companyUSD $6,056
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $358,789
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 number0162138
Policy instance 8
Insurance contract or identification number0162138
Number of Individuals Covered3615
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $109,168
Total amount of fees paid to insurance companyUSD $9,317
Other welfare benefits providedCRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $564,028
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 number901726
Policy instance 9
Insurance contract or identification number901726
Number of Individuals Covered6299
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $279,767
Total amount of fees paid to insurance companyUSD $5,939
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,964,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9901891
Policy instance 10
Insurance contract or identification number9901891
Number of Individuals Covered1652
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $34,484
Total amount of fees paid to insurance companyUSD $10,795
Other welfare benefits providedLEGAL
Welfare Benefit Premiums Paid to CarrierUSD $342,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELAWARE AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62634 )
Policy contract number0000004612
Policy instance 11
Insurance contract or identification number0000004612
Number of Individuals Covered25
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,655
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberFRC8743
Policy instance 12
Insurance contract or identification numberFRC8743
Number of Individuals Covered40
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,255
Total amount of fees paid to insurance companyUSD $7,569
Welfare Benefit Premiums Paid to CarrierUSD $74,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE NORTH RIVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 44520 )
Policy contract numberFRC8743
Policy instance 13
Insurance contract or identification numberFRC8743
Number of Individuals Covered40
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $100
Other welfare benefits providedACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-8012-20
Policy instance 5
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-6636-20
Policy instance 4
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 2
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0161788
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0162139
Policy instance 7
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0162138
Policy instance 8
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number901726
Policy instance 9
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number905840
Policy instance 10
DELAWARE AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62634 )
Policy contract number0000004612
Policy instance 12
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9901891
Policy instance 11
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-8012-19
Policy instance 5
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-6636-19
Policy instance 4
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 2
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0161788
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0162139
Policy instance 7
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0162138
Policy instance 8
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number901726
Policy instance 9
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number905840
Policy instance 10
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9901891
Policy instance 11
DELAWARE AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62634 )
Policy contract number0000004612
Policy instance 12
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0162139
Policy instance 8
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0162138
Policy instance 9
AMERITAS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number901726
Policy instance 10
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number905840
Policy instance 11
HYATT LEGAL PLANS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9901891
Policy instance 12
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0161788
Policy instance 7
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90557 )
Policy contract numberCLPEX01012
Policy instance 6
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-8012-18
Policy instance 5
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-6636-18
Policy instance 4
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 2
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00492281
Policy instance 4
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 2
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 1
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-6636-16
Policy instance 5
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90557 )
Policy contract numberCLPEX01012
Policy instance 6
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0161788
Policy instance 7
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0162138
Policy instance 8
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0162139
Policy instance 9
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-8012-16
Policy instance 10
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12197829
Policy instance 2
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90557 )
Policy contract numberCLPEX01012
Policy instance 9
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-7385-13
Policy instance 8
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00492281
Policy instance 7
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 5
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010350329
Policy instance 1
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12197829
Policy instance 2
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010350329
Policy instance 1
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL-7385-13
Policy instance 8
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00492281
Policy instance 7
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 5
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 4
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 3
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 6
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 5
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12197829
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number100532
Policy instance 1
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 4
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010350329
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number100532
Policy instance 1
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 6
AMERITAS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number64100438
Policy instance 5
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12197829
Policy instance 3
AMERITAS LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number010350329
Policy instance 2
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010350329
Policy instance 8
HTH WORLDWIDE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number500802280
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number881642-52-096
Policy instance 7
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number100532
Policy instance 6
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 5
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12197829
Policy instance 3
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number881642-52-096
Policy instance 2
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010350329
Policy instance 4
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100438
Policy instance 5
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number100532
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12197829
Policy instance 7
BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 )
Policy contract number28549000
Policy instance 8
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64100437
Policy instance 3

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