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NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN 401k Plan overview

Plan NameNEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN
Plan identification number 502

NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN Benefits

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

401k Sponsoring company profile

LITTLE BIRD HR, INC. has sponsored the creation of one or more 401k plans.

Company Name:LITTLE BIRD HR, INC.
Employer identification number (EIN):475466716
NAIC Classification:541214
NAIC Description:Payroll Services

Additional information about LITTLE BIRD HR, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-12-12
Company Identification Number: 0802880986
Legal Registered Office Address: 1 PARK PL STE 600

DUBLIN
United States of America (USA)
94568

More information about LITTLE BIRD HR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-01-01SAMANTHA WELLINGTON2022-02-02
5022020-07-21SAMANTHA WELLINGTON2022-02-02

Plan Statistics for NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN

401k plan membership statisitcs for NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN

Measure Date Value
2021: NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-010
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
2020: NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-212,446
Total number of active participants reported on line 7a of the Form 55002020-07-210
Number of retired or separated participants receiving benefits2020-07-210
Number of other retired or separated participants entitled to future benefits2020-07-210
Total of all active and inactive participants2020-07-210

Form 5500 Responses for NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN

2021: NEW LITTLE BIRD HR INC. HEALTH & WELFARE 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: NEW LITTLE BIRD HR INC. HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-07-21Type of plan entitySingle employer plan
2020-07-21First time form 5500 has been submittedYes
2020-07-21Submission has been amendedNo
2020-07-21This submission is the final filingNo
2020-07-21This return/report is a short plan year return/report (less than 12 months)Yes
2020-07-21Plan is a collectively bargained planNo
2020-07-21Plan funding arrangement – InsuranceYes
2020-07-21Plan funding arrangement – General assets of the sponsorYes
2020-07-21Plan benefit arrangement – InsuranceYes
2020-07-21Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 )
Policy contract number300336
Policy instance 1
Insurance contract or identification number300336
Number of Individuals Covered3375
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $558,179
Total amount of fees paid to insurance companyUSD $291,910
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
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
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 CarrierUSD $19,193,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $431,099
Amount paid for insurance broker fees116682
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN PROPERTY AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26298 )
Policy contract number8210010
Policy instance 2
Insurance contract or identification number8210010
Number of Individuals Covered122
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $2,977
Total amount of fees paid to insurance companyUSD $782
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedLEGAL SERVICES
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 CarrierUSD $28,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,450
Amount paid for insurance broker fees391
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3

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