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BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN 401k Plan overview

Plan NameBURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN
Plan identification number 503

BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN Benefits

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

401k Sponsoring company profile

BURD & FLETCHER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BURD & FLETCHER COMPANY
Employer identification number (EIN):440186540
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01KATHY TERRY2023-09-22

Plan Statistics for BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN

401k plan membership statisitcs for BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN

Measure Date Value
2022: BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01100
Total number of active participants reported on line 7a of the Form 55002022-01-01220
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01220
Number of employers contributing to the scheme2022-01-010

Form 5500 Responses for BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN

2022: BURD & FLETCHER COMPANY EMPLOYEE BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number5X3825
Policy instance 1
Insurance contract or identification number5X3825
Number of Individuals Covered220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $60,763
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,338,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,597
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0ABW4
Policy instance 2
Insurance contract or identification numberGLUG0ABW4
Number of Individuals Covered130
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,400
Total amount of fees paid to insurance companyUSD $9,837
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $163,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,400
Amount paid for insurance broker fees9837
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3

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