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HARBERT MANAGEMENT CORPORATION VISION PLAN 401k Plan overview

Plan NameHARBERT MANAGEMENT CORPORATION VISION PLAN
Plan identification number 507

HARBERT MANAGEMENT CORPORATION VISION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Vision

401k Sponsoring company profile

HARBERT MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:HARBERT MANAGEMENT CORPORATION
Employer identification number (EIN):631105435
NAIC Classification:523900

Additional information about HARBERT MANAGEMENT CORPORATION

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 1993-11-04
Company Identification Number: 160-166
Legal Registered Office Address: 57 ADAMS AVE MONTGOMERY, AL 36104-4045


United States of America (USA)

More information about HARBERT MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARBERT MANAGEMENT CORPORATION VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072022-02-01RAYMOND J. HARBERT JR.2023-07-24
5072021-02-01RAYMOND J. HARBERT, JR.2022-08-24
5072020-02-01RAYMOND J. HARBERT JR.2021-07-27
5072019-02-01
5072018-02-01SONJA KEETON
5072017-02-01SONJA KEETON
5072016-02-01SONJA KEETON

Plan Statistics for HARBERT MANAGEMENT CORPORATION VISION PLAN

401k plan membership statisitcs for HARBERT MANAGEMENT CORPORATION VISION PLAN

Measure Date Value
2022: HARBERT MANAGEMENT CORPORATION VISION PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01153
Total number of active participants reported on line 7a of the Form 55002022-02-01155
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-01155
Number of employers contributing to the scheme2022-02-010
2021: HARBERT MANAGEMENT CORPORATION VISION PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01144
Total number of active participants reported on line 7a of the Form 55002021-02-01153
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-01153
Number of employers contributing to the scheme2021-02-010
2020: HARBERT MANAGEMENT CORPORATION VISION PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01124
Total number of active participants reported on line 7a of the Form 55002020-02-01144
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-01144
Number of employers contributing to the scheme2020-02-010
2019: HARBERT MANAGEMENT CORPORATION VISION PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01120
Total number of active participants reported on line 7a of the Form 55002019-02-01124
Total of all active and inactive participants2019-02-01124
Total participants2019-02-01124
2018: HARBERT MANAGEMENT CORPORATION VISION PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01104
Total number of active participants reported on line 7a of the Form 55002018-02-01120
Total of all active and inactive participants2018-02-01120
Total participants2018-02-01120
2017: HARBERT MANAGEMENT CORPORATION VISION PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01105
Total number of active participants reported on line 7a of the Form 55002017-02-01104
Total of all active and inactive participants2017-02-01104
Total participants2017-02-01104
2016: HARBERT MANAGEMENT CORPORATION VISION PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-0198
Total number of active participants reported on line 7a of the Form 55002016-02-01105
Total of all active and inactive participants2016-02-01105
Total participants2016-02-01105

Form 5500 Responses for HARBERT MANAGEMENT CORPORATION VISION PLAN

2022: HARBERT MANAGEMENT CORPORATION VISION PLAN 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: HARBERT MANAGEMENT CORPORATION VISION PLAN 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: HARBERT MANAGEMENT CORPORATION VISION PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: HARBERT MANAGEMENT CORPORATION VISION PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2018: HARBERT MANAGEMENT CORPORATION VISION PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: HARBERT MANAGEMENT CORPORATION VISION PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: HARBERT MANAGEMENT CORPORATION VISION PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30031782
Policy instance 1
Insurance contract or identification number30031782
Number of Individuals Covered155
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,552
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30031782
Policy instance 1
Insurance contract or identification number30031782
Number of Individuals Covered153
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30031782
Policy instance 1
Insurance contract or identification number30031782
Number of Individuals Covered144
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30031782
Policy instance 1
Insurance contract or identification number30031782
Number of Individuals Covered124
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $15,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30031782
Policy instance 1
Insurance contract or identification number30031782
Number of Individuals Covered120
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30031782
Policy instance 1
Insurance contract or identification number30031782
Number of Individuals Covered104
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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