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BEPC PENSION PLAN & TRUST 401k Plan overview

Plan NameBEPC PENSION PLAN & TRUST
Plan identification number 004

BEPC PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHARLES J. FELDMAN, CLU has sponsored the creation of one or more 401k plans.

Company Name:CHARLES J. FELDMAN, CLU
Employer identification number (EIN):521421406
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEPC PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042019-01-01
0042018-01-01CHARLES FELDMAN CHARLES FELDMAN2019-06-21
0042017-01-01CHARLES FELDMAN CHARLES FELDMAN2018-05-03
0042016-01-01CHARLES FELDMAN CHARLES FELDMAN2017-05-26
0042015-01-01CHARLES FELDMAN CHARLES FELDMAN2016-06-20
0042014-01-01CHARLES FELDMAN2015-06-03 CHARLES FELDMAN2015-06-03
0042013-01-01CHARLES FELDMAN2014-05-13 CHARLES FELDMAN2014-05-13
0042012-01-01CHARLES J. FELDMAN2013-05-11 CHARLES J. FELDMAN2013-05-11
0042011-01-01CHARLES FELDMAN2012-09-05 CHARLES FELDMAN2012-09-05
0042010-01-01CHARLES FELDMAN2011-05-03 CHARLES FELDMAN2011-05-03

Plan Statistics for BEPC PENSION PLAN & TRUST

401k plan membership statisitcs for BEPC PENSION PLAN & TRUST

Measure Date Value
2020: BEPC PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BEPC PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEPC PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BEPC PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEPC PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEPC PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on BEPC PENSION PLAN & TRUST

Measure Date Value
2020 : BEPC PENSION PLAN & TRUST 2020 401k financial data
Total income from all sources2020-07-02$111,770
Expenses. Total of all expenses incurred2020-07-02$7,257,376
Benefits paid (including direct rollovers)2020-07-02$7,250,246
Total plan assets at end of year2020-07-02$0
Total plan assets at beginning of year2020-07-02$7,145,606
Value of fidelity bond covering the plan2020-07-02$500,000
Other income received2020-07-02$111,770
Net income (gross income less expenses)2020-07-02$-7,145,606
Net plan assets at end of year (total assets less liabilities)2020-07-02$0
Net plan assets at beginning of year (total assets less liabilities)2020-07-02$7,145,606
Expenses. Administrative service providers (salaries,fees and commissions)2020-07-02$7,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-07-02$452,355
2019 : BEPC PENSION PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$626,237
Expenses. Total of all expenses incurred2019-12-31$245,557
Benefits paid (including direct rollovers)2019-12-31$231,868
Total plan assets at end of year2019-12-31$7,145,606
Total plan assets at beginning of year2019-12-31$6,764,926
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$25,000
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$555,569
Net income (gross income less expenses)2019-12-31$380,680
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,145,606
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,764,926
Total contributions received or receivable from employer(s)2019-12-31$45,668
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,689
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BEPC PENSION PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-135,845
Expenses. Total of all expenses incurred2018-12-31$2,520,503
Benefits paid (including direct rollovers)2018-12-31$2,507,511
Total plan assets at end of year2018-12-31$6,764,926
Total plan assets at beginning of year2018-12-31$9,421,274
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$24,500
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-227,826
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,656,348
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,764,926
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,421,274
Assets. Value of assets in partnership/joint-venture interests2018-12-31$57,980
Total contributions received or receivable from employer(s)2018-12-31$67,481
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12,992
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BEPC PENSION PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$455,617
Expenses. Total of all expenses incurred2017-12-31$36,643
Benefits paid (including direct rollovers)2017-12-31$23,740
Total plan assets at end of year2017-12-31$9,421,274
Total plan assets at beginning of year2017-12-31$9,002,300
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$24,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$362,450
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$418,974
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,421,274
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,002,300
Assets. Value of assets in partnership/joint-venture interests2017-12-31$99,100
Total contributions received or receivable from employer(s)2017-12-31$69,167
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BEPC PENSION PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$893,919
Expenses. Total of all expenses incurred2016-12-31$12,752
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$9,002,300
Total plan assets at beginning of year2016-12-31$8,121,133
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$24,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$801,341
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$881,167
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,002,300
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,121,133
Assets. Value of assets in partnership/joint-venture interests2016-12-31$132,320
Total contributions received or receivable from employer(s)2016-12-31$68,578
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BEPC PENSION PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-41,226
Expenses. Total of all expenses incurred2015-12-31$12,344
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$8,121,133
Total plan assets at beginning of year2015-12-31$8,174,703
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$24,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-132,785
Net income (gross income less expenses)2015-12-31$-53,570
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,121,133
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,174,703
Assets. Value of assets in partnership/joint-venture interests2015-12-31$131,920
Total contributions received or receivable from employer(s)2015-12-31$67,559
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,344

Form 5500 Responses for BEPC PENSION PLAN & TRUST

2020: BEPC PENSION PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEPC PENSION PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEPC PENSION PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEPC PENSION PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEPC PENSION PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEPC PENSION PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201073572
Policy instance 2
Insurance contract or identification number9201073572
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-07-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number920107113
Policy instance 1
Insurance contract or identification number920107113
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-07-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201073572
Policy instance 2
Insurance contract or identification number9201073572
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201071113
Policy instance 1
Insurance contract or identification number9201071113
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201073572
Policy instance 2
Insurance contract or identification number9201073572
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201071113
Policy instance 1
Insurance contract or identification number9201071113
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201073572
Policy instance 2
Insurance contract or identification number9201073572
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH FELDMAN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201071113
Policy instance 1
Insurance contract or identification number9201071113
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH FELDMAN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201073572
Policy instance 2
Insurance contract or identification number9201073572
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH FELDMAN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number9201071113
Policy instance 1
Insurance contract or identification number9201071113
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJOSEPH FELDMAN

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