ADAMS BROWN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ADAMS BROWN, LLC GROUP BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 172 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 225 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 225 |
| Number of employers contributing to the scheme | 2021-01-01 | 0 |
| 2020: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 172 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 172 |
| Number of employers contributing to the scheme | 2020-01-01 | 0 |
| 2019: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 145 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 144 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 144 |
| Number of employers contributing to the scheme | 2019-01-01 | 0 |
| 2018: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 147 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 144 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 145 |
| Number of employers contributing to the scheme | 2018-01-01 | 0 |
| 2017: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 135 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 137 |
| 2016: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 123 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 124 |
| 2015: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 160 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 111 |
| Total of all active and inactive participants | 2015-01-01 | 111 |
| 2014: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 160 |
| Total of all active and inactive participants | 2014-01-01 | 160 |
| 2012: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 166 |
| Total of all active and inactive participants | 2012-01-01 | 166 |
| Measure | Date | Value |
|---|
| 2016 : ADAMS BROWN, LLC GROUP BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $871,883 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $756,895 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $726,657 |
| Total plan assets at end of year | 2016-12-31 | $655,684 |
| Total plan assets at beginning of year | 2016-12-31 | $540,696 |
| Total contributions received or receivable from participants | 2016-12-31 | $182,311 |
| Other income received | 2016-12-31 | $3,982 |
| Net income (gross income less expenses) | 2016-12-31 | $114,988 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $655,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $540,696 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $685,590 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $30,238 |
| 2015 : ADAMS BROWN, LLC GROUP BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $769,656 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $432,325 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $394,434 |
| Total plan assets at end of year | 2015-12-31 | $540,696 |
| Total plan assets at beginning of year | 2015-12-31 | $203,365 |
| Total contributions received or receivable from participants | 2015-12-31 | $192,825 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $337,331 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $540,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $203,365 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $576,831 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $37,891 |
| 2014 : ADAMS BROWN, LLC GROUP BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $874,172 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $782,656 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $726,220 |
| Total plan assets at end of year | 2014-12-31 | $203,365 |
| Total plan assets at beginning of year | 2014-12-31 | $111,849 |
| Total contributions received or receivable from participants | 2014-12-31 | $211,991 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $10,013 |
| Net income (gross income less expenses) | 2014-12-31 | $91,516 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $203,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $111,849 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $662,181 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $46,423 |
| 2021: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: ADAMS BROWN, LLC GROUP BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| DELTA DENTAL OF KANSAS (National Association of Insurance Commissioners NAIC id number: 54615 ) |
| Policy contract number | 53530 |
| Policy instance | 1 |
| Insurance contract or identification number | 53530 | | Number of Individuals Covered | 200 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $6,168 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $123,362 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $6,168 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10155621001 |
| Policy instance | 2 |
| Insurance contract or identification number | 10155621001 | | Number of Individuals Covered | 254 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,884 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,457 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,884 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 632107 |
| Policy instance | 3 |
| Insurance contract or identification number | 632107 | | Number of Individuals Covered | 225 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $833 | | Total amount of fees paid to insurance company | USD $62 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $8,332 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $833 | | Amount paid for insurance broker fees | 62 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1100432 |
| Policy instance | 4 |
| Insurance contract or identification number | 1100432 | | Number of Individuals Covered | 220 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,443 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $53,636 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,443 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | H1375 |
| Policy instance | 5 |
| Insurance contract or identification number | H1375 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $8,050 | | Total amount of fees paid to insurance company | USD $202 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL, CANCER | | Welfare Benefit Premiums Paid to Carrier | USD $42,851 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,683 | | Amount paid for insurance broker fees | 126 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF KANSAS (National Association of Insurance Commissioners NAIC id number: 54615 ) |
| Policy contract number | 53530 |
| Policy instance | 1 |
| Insurance contract or identification number | 53530 | | Number of Individuals Covered | 172 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $5,631 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $112,615 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $5,631 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF KANSAS (National Association of Insurance Commissioners NAIC id number: 54615 ) |
| Policy contract number | 53530 |
| Policy instance | 1 |
| Insurance contract or identification number | 53530 | | Number of Individuals Covered | 146 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,685 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $93,703 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $4,685 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
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