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BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameBREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN
Plan identification number 501

BREVARD ACHIEVEMENT CENTER HEALTH AND 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

BREVARD ACHIEVEMENT CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:BREVARD ACHIEVEMENT CENTER, INC.
Employer identification number (EIN):591203280
NAIC Classification:238900

Additional information about BREVARD ACHIEVEMENT CENTER, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1968-02-08
Company Identification Number: 714075
Legal Registered Office Address: 1845 COGSWELL ST

ROCKLEDGE

32955

More information about BREVARD ACHIEVEMENT CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01TERESA SULZBACH, BENEFITS ADMIN.
5012017-01-01TERESA SULZBACH, BENEFITS ADMIN.
5012016-01-01TERESA SULZBACH, BENEFITS ADMIN.
5012015-01-01TERESA SULZBACH, BENEFITS ADMIN.
5012014-01-01TERESA SULZBACH, BENEFITS ADMIN.
5012014-01-01TERESA SULZBACH, BENEFITS ADMIN.
5012013-01-01TERESA SULZBACH, BEN & COMP ADMIN.
5012012-01-01TERESA SULZBACH, BEN & COMP ADMIN.
5012011-01-01TERESA SULZBACH BEN COMP ADMIN
5012009-01-01TERESA SULZBACH BEN COMP ADMIN
5012009-01-01TERESA SULZBACH BEN COMP ADMIN

Plan Statistics for BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN

401k plan membership statisitcs for BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN

Measure Date Value
2022: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01489
Total number of active participants reported on line 7a of the Form 55002022-01-01514
Total of all active and inactive participants2022-01-01514
Total participants2022-01-01514
2021: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01524
Total number of active participants reported on line 7a of the Form 55002021-01-01489
Total of all active and inactive participants2021-01-01489
Total participants2021-01-01489
2020: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01472
Total number of active participants reported on line 7a of the Form 55002020-01-01524
Total of all active and inactive participants2020-01-01524
Total participants2020-01-01524
2019: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01452
Total number of active participants reported on line 7a of the Form 55002019-01-01472
Total of all active and inactive participants2019-01-01472
Total participants2019-01-01472
2018: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01572
Total number of active participants reported on line 7a of the Form 55002018-01-01452
Total of all active and inactive participants2018-01-01452
Total participants2018-01-01452
2017: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01521
Total number of active participants reported on line 7a of the Form 55002017-01-01572
Total of all active and inactive participants2017-01-01572
Total participants2017-01-01572
2016: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01469
Total number of active participants reported on line 7a of the Form 55002016-01-01521
Total of all active and inactive participants2016-01-01521
Total participants2016-01-01521
2015: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01404
Total number of active participants reported on line 7a of the Form 55002015-01-01469
Total of all active and inactive participants2015-01-01469
Total participants2015-01-010
2014: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01417
Total number of active participants reported on line 7a of the Form 55002014-01-01404
Total of all active and inactive participants2014-01-01404
Total participants2014-01-010
2013: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01436
Total number of active participants reported on line 7a of the Form 55002013-01-01417
Total of all active and inactive participants2013-01-01417
Total participants2013-01-010
2012: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01451
Total number of active participants reported on line 7a of the Form 55002012-01-01436
Total of all active and inactive participants2012-01-01436
Total participants2012-01-010
2011: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01461
Total number of active participants reported on line 7a of the Form 55002011-01-01451
Total of all active and inactive participants2011-01-01451
Total participants2011-01-01451
2009: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01411
Total number of active participants reported on line 7a of the Form 55002009-01-01451
Total of all active and inactive participants2009-01-01451
Total participants2009-01-01451

Financial Data on BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN

Measure Date Value
2022 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$333,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,578
Total income from all sources (including contributions)2022-12-31$3,521,339
Total of all expenses incurred2022-12-31$3,469,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,267,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,510,824
Value of total assets at end of year2022-12-31$1,007,707
Value of total assets at beginning of year2022-12-31$638,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$201,902
Total interest from all sources2022-12-31$10,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$420,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$53,614
Participant contributions at end of year2022-12-31$3,977
Assets. Other investments not covered elsewhere at end of year2022-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$23,774
Administrative expenses (other) incurred2022-12-31$201,902
Liabilities. Value of operating payables at end of year2022-12-31$42,629
Liabilities. Value of operating payables at beginning of year2022-12-31$15,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$51,915
Value of net assets at end of year (total assets less liabilities)2022-12-31$674,476
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$622,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$977,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$614,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$614,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,515
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,265,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,457,210
Employer contributions (assets) at end of year2022-12-31$2,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$290,602
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2022-12-31541643141
2021 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$427,995
Total income from all sources (including contributions)2021-12-31$3,326,389
Total of all expenses incurred2021-12-31$3,315,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,111,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,326,252
Value of total assets at end of year2021-12-31$638,139
Value of total assets at beginning of year2021-12-31$1,039,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$203,313
Total interest from all sources2021-12-31$137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,886
Assets. Other investments not covered elsewhere at end of year2021-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$23,774
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$185,480
Administrative expenses (other) incurred2021-12-31$44,298
Liabilities. Value of operating payables at end of year2021-12-31$15,578
Liabilities. Value of operating payables at beginning of year2021-12-31$81,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,214
Value of net assets at end of year (total assets less liabilities)2021-12-31$622,561
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$611,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$614,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$830,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$830,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$137
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,107,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,317,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,075
Contract administrator fees2021-12-31$159,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$346,547
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2021-12-31541643141
2020 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$427,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$279,598
Total income from all sources (including contributions)2020-12-31$3,358,045
Total of all expenses incurred2020-12-31$3,355,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,200,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,357,500
Value of total assets at end of year2020-12-31$1,039,342
Value of total assets at beginning of year2020-12-31$888,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$155,481
Total interest from all sources2020-12-31$545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,636
Participant contributions at beginning of year2020-12-31$1,060
Assets. Other investments not covered elsewhere at end of year2020-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$23,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$185,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$24,199
Administrative expenses (other) incurred2020-12-31$45,838
Liabilities. Value of operating payables at end of year2020-12-31$81,448
Liabilities. Value of operating payables at beginning of year2020-12-31$40,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,081
Value of net assets at end of year (total assets less liabilities)2020-12-31$611,347
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$609,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$830,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$318,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$318,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$545
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,185,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,344,864
Employer contributions (assets) at beginning of year2020-12-31$521,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,022
Contract administrator fees2020-12-31$109,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$346,547
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$238,729
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2020-12-31541643141
2019 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$279,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,528,764
Total income from all sources (including contributions)2019-12-31$3,351,436
Total of all expenses incurred2019-12-31$3,293,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,027,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,340,978
Value of total assets at end of year2019-12-31$888,864
Value of total assets at beginning of year2019-12-31$2,080,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,100
Total interest from all sources2019-12-31$10,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$13,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,643
Participant contributions at end of year2019-12-31$1,060
Participant contributions at beginning of year2019-12-31$8,889
Assets. Other investments not covered elsewhere at end of year2019-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$23,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$24,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$73,975
Administrative expenses (other) incurred2019-12-31$90,436
Liabilities. Value of operating payables at end of year2019-12-31$40,869
Liabilities. Value of operating payables at beginning of year2019-12-31$194,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$57,480
Value of net assets at end of year (total assets less liabilities)2019-12-31$609,266
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$551,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$318,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$564,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$564,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,458
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,988,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,325,335
Employer contributions (assets) at end of year2019-12-31$521,400
Employer contributions (assets) at beginning of year2019-12-31$1,409,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$39,746
Contract administrator fees2019-12-31$162,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$238,729
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,334,728
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2019-12-31541643141
2018 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,528,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$273,535
Total income from all sources (including contributions)2018-12-31$3,367,199
Total of all expenses incurred2018-12-31$3,264,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,947,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,360,047
Value of total assets at end of year2018-12-31$2,080,550
Value of total assets at beginning of year2018-12-31$722,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$316,325
Total interest from all sources2018-12-31$7,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$11,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$32,712
Participant contributions at end of year2018-12-31$8,889
Participant contributions at beginning of year2018-12-31$2,605
Assets. Other investments not covered elsewhere at end of year2018-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$23,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$73,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$9,249
Administrative expenses (other) incurred2018-12-31$108,208
Liabilities. Value of operating payables at end of year2018-12-31$194,036
Liabilities. Value of operating payables at beginning of year2018-12-31$271,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$103,178
Value of net assets at end of year (total assets less liabilities)2018-12-31$551,786
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$448,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$564,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$441,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$441,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,152
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,922,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,327,335
Employer contributions (assets) at end of year2018-12-31$1,409,830
Employer contributions (assets) at beginning of year2018-12-31$244,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,157
Contract administrator fees2018-12-31$196,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,334,728
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,632
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2018-12-31541643141
2017 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$273,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$531,874
Total income from all sources (including contributions)2017-12-31$3,213,644
Total of all expenses incurred2017-12-31$3,184,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,859,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,211,849
Value of total assets at end of year2017-12-31$722,143
Value of total assets at beginning of year2017-12-31$951,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$324,358
Total interest from all sources2017-12-31$1,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$11,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$387,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$40,677
Participant contributions at end of year2017-12-31$2,605
Participant contributions at beginning of year2017-12-31$1,902
Assets. Other investments not covered elsewhere at end of year2017-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$23,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$9,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$311
Administrative expenses (other) incurred2017-12-31$124,124
Liabilities. Value of operating payables at end of year2017-12-31$271,903
Liabilities. Value of operating payables at beginning of year2017-12-31$531,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$29,413
Value of net assets at end of year (total assets less liabilities)2017-12-31$448,608
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$419,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$441,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$696,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$696,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,795
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,828,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,171,172
Employer contributions (assets) at end of year2017-12-31$244,867
Employer contributions (assets) at beginning of year2017-12-31$228,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,617
Contract administrator fees2017-12-31$188,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,632
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2017-12-31541643141
2016 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$531,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$741,437
Total income from all sources (including contributions)2016-12-31$2,977,945
Total of all expenses incurred2016-12-31$2,956,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,740,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,977,666
Value of total assets at end of year2016-12-31$951,069
Value of total assets at beginning of year2016-12-31$1,139,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$216,187
Total interest from all sources2016-12-31$279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$13,520
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$330,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$21,968
Participant contributions at end of year2016-12-31$1,902
Participant contributions at beginning of year2016-12-31$2,248
Assets. Other investments not covered elsewhere at end of year2016-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$23,774
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,990
Administrative expenses (other) incurred2016-12-31$55,377
Liabilities. Value of operating payables at end of year2016-12-31$531,874
Liabilities. Value of operating payables at beginning of year2016-12-31$741,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,302
Value of net assets at end of year (total assets less liabilities)2016-12-31$419,195
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$397,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$696,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$890,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$890,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$279
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,708,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,944,523
Employer contributions (assets) at end of year2016-12-31$228,699
Employer contributions (assets) at beginning of year2016-12-31$218,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$32,217
Contract administrator fees2016-12-31$147,290
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2016-12-31541643141
2015 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$741,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$446,594
Total income from all sources (including contributions)2015-12-31$2,655,060
Total of all expenses incurred2015-12-31$2,687,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,510,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,655,015
Value of total assets at end of year2015-12-31$1,139,330
Value of total assets at beginning of year2015-12-31$876,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$176,715
Total interest from all sources2015-12-31$45
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,955
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$330,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$37,241
Participant contributions at end of year2015-12-31$2,248
Assets. Other investments not covered elsewhere at end of year2015-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$23,774
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,612
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$71
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,798
Administrative expenses (other) incurred2015-12-31$26,536
Liabilities. Value of operating payables at end of year2015-12-31$741,437
Liabilities. Value of operating payables at beginning of year2015-12-31$446,594
Total non interest bearing cash at beginning of year2015-12-31$143,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-32,151
Value of net assets at end of year (total assets less liabilities)2015-12-31$397,893
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$430,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$890,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$514,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$514,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$45
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,445,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,607,162
Employer contributions (assets) at end of year2015-12-31$218,246
Employer contributions (assets) at beginning of year2015-12-31$190,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$65,134
Contract administrator fees2015-12-31$138,224
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2015-12-31541643141
2014 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$446,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$219,382
Total income from all sources (including contributions)2014-12-31$2,385,857
Total of all expenses incurred2014-12-31$2,638,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,438,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,385,808
Value of total assets at end of year2014-12-31$876,638
Value of total assets at beginning of year2014-12-31$901,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$199,148
Total interest from all sources2014-12-31$49
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$9,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$370,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$23,774
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$28,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,798
Administrative expenses (other) incurred2014-12-31$13,385
Liabilities. Value of operating payables at end of year2014-12-31$446,594
Liabilities. Value of operating payables at beginning of year2014-12-31$201,583
Total non interest bearing cash at end of year2014-12-31$143,920
Total non interest bearing cash at beginning of year2014-12-31$216,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-252,264
Value of net assets at end of year (total assets less liabilities)2014-12-31$430,044
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$682,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$514,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$471,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$471,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$49
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,176,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,385,808
Employer contributions (assets) at end of year2014-12-31$190,261
Employer contributions (assets) at beginning of year2014-12-31$184,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$262,705
Contract administrator fees2014-12-31$176,263
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$17,799
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2014-12-31541643141
2013 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$219,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$202,542
Total income from all sources (including contributions)2013-12-31$2,247,388
Total of all expenses incurred2013-12-31$2,740,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,364,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,246,851
Value of total assets at end of year2013-12-31$901,690
Value of total assets at beginning of year2013-12-31$1,378,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$376,419
Total interest from all sources2013-12-31$537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$390,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$28,686
Administrative expenses (other) incurred2013-12-31$39,419
Liabilities. Value of operating payables at end of year2013-12-31$201,583
Liabilities. Value of operating payables at beginning of year2013-12-31$27,014
Total non interest bearing cash at end of year2013-12-31$216,872
Total non interest bearing cash at beginning of year2013-12-31$117,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-493,416
Value of net assets at end of year (total assets less liabilities)2013-12-31$682,308
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,175,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$471,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,080,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,080,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$537
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$904,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,246,851
Employer contributions (assets) at end of year2013-12-31$184,611
Employer contributions (assets) at beginning of year2013-12-31$180,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,459,556
Contract administrator fees2013-12-31$329,500
Liabilities. Value of benefit claims payable at end of year2013-12-31$17,799
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$175,528
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2013-12-31541643141
2012 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$202,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$270,442
Total income from all sources (including contributions)2012-12-31$2,248,772
Total of all expenses incurred2012-12-31$2,594,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,169,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,246,649
Value of total assets at end of year2012-12-31$1,378,266
Value of total assets at beginning of year2012-12-31$1,791,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$424,529
Total interest from all sources2012-12-31$2,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$7,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$420,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$717
Administrative expenses (other) incurred2012-12-31$58,711
Liabilities. Value of operating payables at end of year2012-12-31$27,014
Liabilities. Value of operating payables at beginning of year2012-12-31$35,887
Total non interest bearing cash at end of year2012-12-31$117,954
Total non interest bearing cash at beginning of year2012-12-31$124,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-345,418
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,175,724
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,521,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,080,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,428,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,428,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,123
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$231,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,245,932
Employer contributions (assets) at end of year2012-12-31$180,091
Employer contributions (assets) at beginning of year2012-12-31$239,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,938,444
Contract administrator fees2012-12-31$358,318
Liabilities. Value of benefit claims payable at end of year2012-12-31$175,528
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$234,555
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2012-12-31541643141
2011 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$270,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$238,894
Total income from all sources (including contributions)2011-12-31$2,291,848
Total of all expenses incurred2011-12-31$2,375,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,944,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,286,984
Value of total assets at end of year2011-12-31$1,791,584
Value of total assets at beginning of year2011-12-31$1,843,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$431,056
Total interest from all sources2011-12-31$4,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$9,030
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$407,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$56,952
Liabilities. Value of operating payables at end of year2011-12-31$35,887
Liabilities. Value of operating payables at beginning of year2011-12-31$39,998
Total non interest bearing cash at end of year2011-12-31$124,242
Total non interest bearing cash at beginning of year2011-12-31$153,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-83,359
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,521,142
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,604,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,428,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,422,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,422,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,864
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$212,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,286,984
Employer contributions (assets) at end of year2011-12-31$239,243
Employer contributions (assets) at beginning of year2011-12-31$266,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,731,663
Contract administrator fees2011-12-31$365,074
Liabilities. Value of benefit claims payable at end of year2011-12-31$234,555
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$198,896
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KING, SHORES & PRESTON CPAS
Accountancy firm EIN2011-12-31541643141
2010 : BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$238,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$204,689
Total income from all sources (including contributions)2010-12-31$2,188,744
Total of all expenses incurred2010-12-31$2,263,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,864,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,184,448
Value of total assets at end of year2010-12-31$1,843,395
Value of total assets at beginning of year2010-12-31$1,884,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$399,337
Total interest from all sources2010-12-31$4,296
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$5,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,444
Administrative expenses (other) incurred2010-12-31$47,974
Liabilities. Value of operating payables at end of year2010-12-31$39,998
Liabilities. Value of operating payables at beginning of year2010-12-31$61,456
Total non interest bearing cash at end of year2010-12-31$153,775
Total non interest bearing cash at beginning of year2010-12-31$222,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-75,053
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,604,501
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,679,554
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$1,422,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,418,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,418,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,296
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$168,382
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$2,174,004
Employer contributions (assets) at end of year2010-12-31$266,653
Employer contributions (assets) at beginning of year2010-12-31$243,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,696,078
Contract administrator fees2010-12-31$346,363
Liabilities. Value of benefit claims payable at end of year2010-12-31$198,896
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$143,233
Did the plan have assets held for investment2010-12-31No
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 name2010-12-31COLE & KING, LLC
Accountancy firm EIN2010-12-31541643141

Form 5500 Responses for BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN

2022: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BREVARD ACHIEVEMENT CENTER HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0001880
Policy instance 3
Insurance contract or identification numberSP0001880
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,612
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedORGAN & TISSUE TRANSPLANT, TELECONS
Welfare Benefit Premiums Paid to CarrierUSD $112,230
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,612
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA006F
Policy instance 2
Insurance contract or identification numberTCA006F
Number of Individuals Covered921
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,424
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,978
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number20562
Policy instance 1
Insurance contract or identification number20562
Number of Individuals Covered580
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $121,515
Total amount of fees paid to insurance companyUSD $137,128
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedMAJOR MED.,ORGAN,TISSUE,PREV CARE
Welfare Benefit Premiums Paid to CarrierUSD $2,775,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees137128
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $121,515
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGP-499908
Policy instance 1
Insurance contract or identification numberGP-499908
Number of Individuals Covered471
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $318,610
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedMAJOR MED.,ORGAN,TISSUE,PREV CARE
Welfare Benefit Premiums Paid to CarrierUSD $3,565,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $253,878
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA006F
Policy instance 2
Insurance contract or identification numberTCA006F
Number of Individuals Covered781
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,903
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,627
Insurance broker organization code?3
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0001880
Policy instance 3
Insurance contract or identification numberSP0001880
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,982
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedORGAN & TISSUE TRANSPLANT, TELECONS
Welfare Benefit Premiums Paid to CarrierUSD $119,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,982
Insurance broker organization code?3
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0001880
Policy instance 3
Insurance contract or identification numberSP0001880
Number of Individuals Covered27
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,004
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedORGAN & TISSUE TRANSPLANT, TELECONS
Welfare Benefit Premiums Paid to CarrierUSD $120,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,004
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA006F
Policy instance 2
Insurance contract or identification numberTCA006F
Number of Individuals Covered704
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,500
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $95,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,957
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGP-499908
Policy instance 1
Insurance contract or identification numberGP-499908
Number of Individuals Covered466
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $190,477
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedMAJOR MED.,ORGAN,TISSUE,PREV CARE
Welfare Benefit Premiums Paid to CarrierUSD $2,030,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $139,982
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number422733
Policy instance 4
Insurance contract or identification number422733
Total amount of commissions paid to insurance brokerUSD $1,646
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,646
Insurance broker organization code?3
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0001880
Policy instance 3
Insurance contract or identification numberSP0001880
Number of Individuals Covered27
Total amount of commissions paid to insurance brokerUSD $5,482
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedORGAN & TISSUE TRANSPLANT, TELECONS
Welfare Benefit Premiums Paid to CarrierUSD $109,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,482
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA006F
Policy instance 2
Insurance contract or identification numberTCA006F
Number of Individuals Covered220
Total amount of commissions paid to insurance brokerUSD $49,753
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $552,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,901
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGP-499908
Policy instance 1
Insurance contract or identification numberGP-499908
Number of Individuals Covered241
Total amount of commissions paid to insurance brokerUSD $57,380
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedMAJOR MED.,ORGAN,TISSUE,PREV CARE
Welfare Benefit Premiums Paid to CarrierUSD $2,619,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,063
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGP-499908
Policy instance 1
Insurance contract or identification numberGP-499908
Number of Individuals Covered244
Total amount of commissions paid to insurance brokerUSD $86,910
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedMAJOR MED.,ORGAN,TISSUE,PREV CARE
Welfare Benefit Premiums Paid to CarrierUSD $1,490,516
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,968
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTCA006F
Policy instance 2
Insurance contract or identification numberTCA006F
Number of Individuals Covered249
Total amount of commissions paid to insurance brokerUSD $62,349
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $647,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,961
Insurance broker organization code?3
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0001880
Policy instance 3
Insurance contract or identification numberSP0001880
Number of Individuals Covered28
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedORGAN & TISSUE TRANSPLANT, TELECONS
Welfare Benefit Premiums Paid to CarrierUSD $121,473
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number422733
Policy instance 4
Insurance contract or identification number422733
Number of Individuals Covered205
Total amount of commissions paid to insurance brokerUSD $2,151
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,151
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number422733
Policy instance 4
Insurance contract or identification number422733
Number of Individuals Covered203
Total amount of commissions paid to insurance brokerUSD $2,509
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,509
Insurance broker organization code?3
Insurance broker nameBELLUS INSURANCE SERVICES
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0001880
Policy instance 3
Insurance contract or identification numberSP0001880
Number of Individuals Covered24
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedORGAN & TISSUE TRANSPLANT, TELECONS
Welfare Benefit Premiums Paid to CarrierUSD $122,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTRUSTIL
Policy instance 2
Insurance contract or identification numberTRUSTIL
Number of Individuals Covered285
Total amount of commissions paid to insurance brokerUSD $71,498
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $714,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,095
Insurance broker organization code?3
Insurance broker nameTHE BOON INSURANCE AGENCY, INC.
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGP-500B
Policy instance 1
Insurance contract or identification numberGP-500B
Number of Individuals Covered260
Total amount of commissions paid to insurance brokerUSD $122,108
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedMAJOR MEDICA,ORGAN,TISSUE,PREV CARE
Welfare Benefit Premiums Paid to CarrierUSD $2,035,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,844
Insurance broker organization code?3
Insurance broker nameTHE BOON INSURANCE AGENCY, INC.

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