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CONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN 401k Plan overview

Plan NameCONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN
Plan identification number 501

CONCENTRIC METHODS, LLC 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)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

CONCENTRIC METHODS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CONCENTRIC METHODS, LLC
Employer identification number (EIN):510484647
NAIC Classification:238900

Additional information about CONCENTRIC METHODS, LLC

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 2008-05-02
Company Identification Number: 115882
Legal Registered Office Address: 7050 INFANTRY RIDGE RD

MANASSAS
United States of America (USA)
20109

More information about CONCENTRIC METHODS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012020-01-01JENNIFER RIVA-KIRK2021-07-30 JENNIFER RIVA-KIRK2021-07-30
5012019-01-01JENNIFER RIVA-KIRK2020-09-30 JENNIFER RIVA-KIRK2020-09-30
5012018-01-01JENNIFER RIVA-KIRK2019-07-08 JENNIFER RIVA-KIRK2019-07-08
5012017-01-01
5012016-01-01JENNIFER RIVA-KIRK2017-10-09 JENNIFER RIVA-KIRK2017-10-09
5012015-01-01FAYE WELLS2016-10-13 FAYE WELLS2016-10-13
5012014-01-01DERRICK QUAN2015-10-15
5012013-01-01FAYE WELLS2014-10-15 FAYE WELLS2014-10-15
5012012-01-01FAYE WELLS2013-10-09
5012011-01-01FAYE WELLS2012-10-10 FAYE WELLS2012-10-10
5012009-09-01TONY GUPTON

Plan Statistics for CONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN

401k plan membership statisitcs for CONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN

Measure Date Value
2009: CONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-0185
Total number of active participants reported on line 7a of the Form 55002009-09-01162
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01162

Financial Data on CONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN

Measure Date Value
2010 : CONCENTRIC METHODS, LLC HEALTH & WELFARE 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$147,858
Total income from all sources (including contributions)2010-12-31$286,053
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$267,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$256,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$285,876
Value of total assets at end of year2010-12-31$58,768
Value of total assets at beginning of year2010-12-31$188,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,199
Total interest from all sources2010-12-31$177
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$151
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
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$1,806
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$16,975
Administrative expenses (other) incurred2010-12-31$1,835
Liabilities. Value of operating payables at beginning of year2010-12-31$5,423
Total non interest bearing cash at end of year2010-12-31$1,295
Total non interest bearing cash at beginning of year2010-12-31$5,271
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$18,601
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,768
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,167
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$57,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$58,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$58,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$177
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$239,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$284,070
Employer contributions (assets) at beginning of year2010-12-31$123,977
Contract administrator fees2010-12-31$9,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$142,435
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 name2010-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2010-12-31562552172

Form 5500 Responses for CONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN

2009: CONCENTRIC METHODS, LLC HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01First time form 5500 has been submittedYes
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )
Policy contract number18QW
Policy instance 1
Insurance contract or identification number18QW
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
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 $206,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number036-7356-007
Policy instance 2
Insurance contract or identification number036-7356-007
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 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 $26,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number3004109590001
Policy instance 3
Insurance contract or identification number3004109590001
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
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 $6,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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