ACCORD MARKETING AND MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN
401k plan membership statisitcs for ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2021: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 47 |
| Total of all active and inactive participants | 2021-06-01 | 47 |
| Total participants | 2021-06-01 | 47 |
| 2020: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 137 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 107 |
| Total of all active and inactive participants | 2020-06-01 | 107 |
| Total participants | 2020-06-01 | 107 |
| 2019: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 126 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 138 |
| Total of all active and inactive participants | 2019-06-01 | 138 |
| Total participants | 2019-06-01 | 138 |
| 2018: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 114 |
| Total of all active and inactive participants | 2018-06-01 | 114 |
| Total participants | 2018-06-01 | 114 |
| 2017: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 118 |
| Total of all active and inactive participants | 2017-06-01 | 118 |
| Total participants | 2017-06-01 | 118 |
| Measure | Date | Value |
|---|
| 2019 : ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-05-31 | $1,901,766 |
| Total of all expenses incurred | 2019-05-31 | $1,901,766 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $1,755,371 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $1,901,766 |
| Value of total assets at end of year | 2019-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
| Was this plan covered by a fidelity bond | 2019-05-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
| Contributions received from participants | 2019-05-31 | $240,902 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-05-31 | $1,019,283 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-05-31 | $1,514,469 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-05-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-05-31 | $240,902 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
| Contributions received in cash from employer | 2019-05-31 | $641,581 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-05-31 | No |
| Did the plan have assets held for investment | 2019-05-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | No |
| 2018 : ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-31 | $555,236 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $555,236 |
| Benefits paid (including direct rollovers) | 2018-05-31 | $428,941 |
| Total contributions received or receivable from participants | 2018-05-31 | $266,093 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $289,143 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $126,295 |
| 2021: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ACCORD MARKETING & MANAGEMENT, INC. MEDICAL PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | First time form 5500 has been submitted | Yes |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 47 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $23,820 | | Total amount of fees paid to insurance company | USD $64,331 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $182,271 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,820 | | Amount paid for insurance broker fees | 64331 | | Additional information about fees paid to insurance broker | HEALTH PLAN ADMINISTRATIVE & BROKERAGE FEES | | Insurance broker organization code? | 5 |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 107 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of fees paid to insurance company | USD $187,210 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $327,530 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 187210 | | Additional information about fees paid to insurance broker | HEALTH PLAN ADMINISTRATIVE & BROKERAGE FEES | | Insurance broker organization code? | 5 |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 138 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of fees paid to insurance company | USD $163,518 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $312,395 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 163518 | | Additional information about fees paid to insurance broker | HEALTH PLAN ADMINISTRATIVE & BROKERAGE FEES | | Insurance broker organization code? | 5 |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 114 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of fees paid to insurance company | USD $146,395 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $240,902 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 146395 | | Additional information about fees paid to insurance broker | HEALTH PLAN ADMINISTRATIVE & BROKERAGE FEES | | Insurance broker organization code? | 5 |
|
| INTERNATIONAL INSURANCE AGENCY (National Association of Insurance Commissioners NAIC id number: 86355 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 118 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of fees paid to insurance company | USD $126,295 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $175,665 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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