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MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 401k Plan overview

Plan NameMCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST
Plan identification number 501

MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

B.J. MCCOMBS has sponsored the creation of one or more 401k plans.

Company Name:B.J. MCCOMBS
Employer identification number (EIN):742351784
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST

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
5012018-01-01
5012017-01-01DAVID W. BEHNKE
5012016-01-01DAVID W. BEHNKE
5012015-01-01DAVID W. BEHNKE
5012014-01-01DAVID W. BEHNKE
5012013-01-01DAVID W. BEHNKE
5012012-01-01DAVID W. BEHNKE
5012011-01-01DAVID W BEHNKE
5012009-01-01DAVID W BEHNKE
5012009-01-01DAVID W BEHNKE
5012009-01-01DAVID W BEHNKE

Plan Statistics for MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST

401k plan membership statisitcs for MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST

Measure Date Value
2022: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01982
Total number of active participants reported on line 7a of the Form 55002022-01-011,043
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-011,110
Total participants2022-01-011,110
2021: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01981
Total number of active participants reported on line 7a of the Form 55002021-01-01982
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-011,034
Total participants2021-01-011,034
2020: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,160
Total number of active participants reported on line 7a of the Form 55002020-01-01981
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-011,028
Total participants2020-01-011,028
2019: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,203
Total number of active participants reported on line 7a of the Form 55002019-01-011,160
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-011,216
Total participants2019-01-011,216
2018: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,193
Total number of active participants reported on line 7a of the Form 55002018-01-011,203
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-011,255
Total participants2018-01-011,255
2017: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,250
Total number of active participants reported on line 7a of the Form 55002017-01-011,193
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-011,257
Total participants2017-01-011,257
2016: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,166
Total number of active participants reported on line 7a of the Form 55002016-01-011,250
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-011,282
Total participants2016-01-011,282
2015: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,214
Total number of active participants reported on line 7a of the Form 55002015-01-011,166
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-011,212
Total participants2015-01-010
2014: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,275
Total number of active participants reported on line 7a of the Form 55002014-01-011,214
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-011,251
Total participants2014-01-010
2013: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,033
Total number of active participants reported on line 7a of the Form 55002013-01-011,275
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-011,300
Total participants2013-01-010
2012: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01990
Total number of active participants reported on line 7a of the Form 55002012-01-011,033
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-011,079
Total participants2012-01-010
2011: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01977
Total number of active participants reported on line 7a of the Form 55002011-01-01990
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-011,018
Total participants2011-01-011,018
2009: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01998
Total number of active participants reported on line 7a of the Form 55002009-01-01870
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01922
Total participants2009-01-01922

Financial Data on MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST

Measure Date Value
2022 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$6,685,669
Total of all expenses incurred2022-12-31$6,361,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,635,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,636,495
Value of total assets at end of year2022-12-31$5,655,312
Value of total assets at beginning of year2022-12-31$5,330,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$725,962
Total interest from all sources2022-12-31$49,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$18,785
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,395,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$360,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$631,688
Total non interest bearing cash at end of year2022-12-31$134,976
Total non interest bearing cash at beginning of year2022-12-31$364,292
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$324,408
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,655,312
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,330,904
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
Investment advisory and management fees2022-12-31$9,750
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$5,159,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,334,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,334,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$49,174
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,300,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$3,241,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,334,858
Contract administrator fees2022-12-31$697,427
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
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31FORVIS, LLP F/K/A BKD, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,919,349
Total of all expenses incurred2021-12-31$7,112,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,410,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,915,621
Value of total assets at end of year2021-12-31$5,330,904
Value of total assets at beginning of year2021-12-31$5,523,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$701,477
Total interest from all sources2021-12-31$3,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$16,301
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$3,655,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$631,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$358,776
Total non interest bearing cash at end of year2021-12-31$364,292
Total non interest bearing cash at beginning of year2021-12-31$308,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-192,859
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,330,904
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,523,763
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
Investment advisory and management fees2021-12-31$260,058
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$4,334,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,856,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,856,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,728
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,134,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$3,260,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,276,319
Contract administrator fees2021-12-31$425,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31FORVIS, LLP F/K/A BKD, LLP
Accountancy firm EIN2021-12-31440160260
2020 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$7,130,188
Total of all expenses incurred2020-12-31$6,501,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,814,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,122,382
Value of total assets at end of year2020-12-31$5,523,763
Value of total assets at beginning of year2020-12-31$4,895,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$687,608
Total interest from all sources2020-12-31$7,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$14,508
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$3,783,273
Participant contributions at beginning of year2020-12-31$743
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$358,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$425,674
Total non interest bearing cash at end of year2020-12-31$308,257
Total non interest bearing cash at beginning of year2020-12-31$190,608
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$628,300
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,523,763
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,895,463
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
Investment advisory and management fees2020-12-31$256,577
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$4,856,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,278,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,278,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,806
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,082,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$3,339,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,731,337
Contract administrator fees2020-12-31$416,523
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
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$8,106,381
Total of all expenses incurred2019-12-31$7,765,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,982,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,067,496
Value of total assets at end of year2019-12-31$4,895,463
Value of total assets at beginning of year2019-12-31$4,554,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$783,312
Total interest from all sources2019-12-31$38,885
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$13,758
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$4,422,171
Participant contributions at end of year2019-12-31$743
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$425,674
Total non interest bearing cash at end of year2019-12-31$190,608
Total non interest bearing cash at beginning of year2019-12-31$561,351
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$340,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,895,463
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,554,825
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
Investment advisory and management fees2019-12-31$281,329
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$4,278,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,993,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,993,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,885
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,229,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$3,645,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,752,588
Contract administrator fees2019-12-31$488,225
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
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$8,031,246
Total of all expenses incurred2018-12-31$7,530,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,796,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,000,512
Value of total assets at end of year2018-12-31$4,554,825
Value of total assets at beginning of year2018-12-31$4,054,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$734,573
Total interest from all sources2018-12-31$30,734
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$12,506
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$4,364,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$36,587
Total non interest bearing cash at end of year2018-12-31$561,351
Total non interest bearing cash at beginning of year2018-12-31$482,210
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$500,639
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,554,825
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,054,186
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
Investment advisory and management fees2018-12-31$260,242
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$3,993,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,535,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,535,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$30,734
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,173,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$3,636,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,622,451
Contract administrator fees2018-12-31$461,825
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
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,884,852
Total of all expenses incurred2017-12-31$7,368,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,591,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,879,268
Value of total assets at end of year2017-12-31$4,054,186
Value of total assets at beginning of year2017-12-31$3,538,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$776,945
Total interest from all sources2017-12-31$5,584
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$13,185
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$4,372,069
Participant contributions at beginning of year2017-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$36,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$27,288
Total non interest bearing cash at end of year2017-12-31$482,210
Total non interest bearing cash at beginning of year2017-12-31$444,266
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$515,990
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,054,186
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,538,196
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
Investment advisory and management fees2017-12-31$267,044
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$3,535,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,066,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,066,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,584
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,085,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$3,507,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,506,514
Contract administrator fees2017-12-31$496,716
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
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$254,550
Total income from all sources (including contributions)2016-12-31$7,663,788
Total of all expenses incurred2016-12-31$6,188,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,660,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,662,530
Value of total assets at end of year2016-12-31$3,538,196
Value of total assets at beginning of year2016-12-31$2,317,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$528,665
Total interest from all sources2016-12-31$1,258
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$12,740
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$4,316,322
Participant contributions at end of year2016-12-31$58
Participant contributions at beginning of year2016-12-31$28
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$27,288
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$34,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$254,550
Total non interest bearing cash at end of year2016-12-31$444,266
Total non interest bearing cash at beginning of year2016-12-31$257,924
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$1,475,024
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,538,196
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,063,172
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
Investment advisory and management fees2016-12-31$189,234
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$3,066,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,025,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,025,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,258
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,025,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$3,346,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,635,075
Contract administrator fees2016-12-31$326,691
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$254,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$114,549
Total income from all sources (including contributions)2015-12-31$7,476,514
Total of all expenses incurred2015-12-31$6,327,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,600,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,475,612
Value of total assets at end of year2015-12-31$2,317,722
Value of total assets at beginning of year2015-12-31$1,028,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$726,829
Total interest from all sources2015-12-31$902
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$10,911
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$4,365,485
Participant contributions at end of year2015-12-31$28
Participant contributions at beginning of year2015-12-31$1,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$34,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$17,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$254,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$114,549
Total non interest bearing cash at end of year2015-12-31$257,924
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$1,149,004
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,063,172
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$914,168
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
Investment advisory and management fees2015-12-31$188,278
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$2,025,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,010,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,010,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$902
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,192,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$3,110,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,407,746
Contract administrator fees2015-12-31$527,640
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$114,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$114,272
Total income from all sources (including contributions)2014-12-31$6,798,606
Total of all expenses incurred2014-12-31$7,048,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,509,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,797,858
Value of total assets at end of year2014-12-31$1,028,717
Value of total assets at beginning of year2014-12-31$1,278,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$538,834
Total interest from all sources2014-12-31$748
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$10,469
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Contributions received from participants2014-12-31$4,254,515
Participant contributions at end of year2014-12-31$1,075
Participant contributions at beginning of year2014-12-31$446
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$17,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$114,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$114,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-249,715
Value of net assets at end of year (total assets less liabilities)2014-12-31$914,168
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,163,883
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
Investment advisory and management fees2014-12-31$172,681
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$1,010,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,272,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,272,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$748
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,181,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$2,543,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,327,711
Contract administrator fees2014-12-31$355,684
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$114,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$46,223
Total income from all sources (including contributions)2013-12-31$5,516,569
Total of all expenses incurred2013-12-31$6,186,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,729,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,514,384
Value of total assets at end of year2013-12-31$1,278,155
Value of total assets at beginning of year2013-12-31$1,879,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$457,039
Total interest from all sources2013-12-31$2,185
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$10,348
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Contributions received from participants2013-12-31$3,702,428
Participant contributions at end of year2013-12-31$446
Participant contributions at beginning of year2013-12-31$765
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$114,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$46,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-669,698
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,163,883
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,833,581
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
Investment advisory and management fees2013-12-31$175,241
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$1,272,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,874,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,874,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,185
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,005,332
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$1,811,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,723,896
Contract administrator fees2013-12-31$271,450
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$46,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$65,444
Total income from all sources (including contributions)2012-12-31$5,096,314
Total of all expenses incurred2012-12-31$5,004,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,564,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,093,504
Value of total assets at end of year2012-12-31$1,879,804
Value of total assets at beginning of year2012-12-31$1,806,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$439,490
Total interest from all sources2012-12-31$2,810
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$13,657
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,327,951
Participant contributions at end of year2012-12-31$765
Participant contributions at beginning of year2012-12-31$550
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$46,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$65,444
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$92,092
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,833,581
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,741,489
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
Investment advisory and management fees2012-12-31$143,619
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$1,874,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,804,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,804,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,810
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$962,407
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$1,765,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,602,325
Contract administrator fees2012-12-31$282,214
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$65,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$50,000
Total income from all sources (including contributions)2011-12-31$5,117,382
Total of all expenses incurred2011-12-31$4,775,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,348,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,112,455
Value of total assets at end of year2011-12-31$1,806,933
Value of total assets at beginning of year2011-12-31$1,449,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$426,827
Total interest from all sources2011-12-31$3,138
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$17,752
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,133,805
Participant contributions at end of year2011-12-31$550
Participant contributions at beginning of year2011-12-31$45
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$-50,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$40,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$65,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$50,000
Other income not declared elsewhere2011-12-31$1,789
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$342,162
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,741,489
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,399,327
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
Investment advisory and management fees2011-12-31$140,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,804,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,409,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,409,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,138
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$877,703
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$1,978,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,520,690
Contract administrator fees2011-12-31$268,427
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$120
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$39,023
Total income from all sources (including contributions)2010-12-31$4,468,365
Total of all expenses incurred2010-12-31$3,835,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,448,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,466,437
Value of total assets at end of year2010-12-31$1,449,327
Value of total assets at beginning of year2010-12-31$805,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$387,769
Total interest from all sources2010-12-31$1,928
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$8,400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,624,617
Participant contributions at end of year2010-12-31$45
Participant contributions at beginning of year2010-12-31$246
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$50,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$40,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$31,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$50,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$39,023
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$632,433
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,399,327
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$766,894
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
Investment advisory and management fees2010-12-31$146,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,409,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$773,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$773,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,928
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$688,204
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$1,841,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,709,959
Contract administrator fees2010-12-31$233,093
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$120
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$360
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST

2022: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCCOMBS ENTERPRISES FLEXIBLE BENEFITS CAFETERIA PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0284045
Policy instance 2
Insurance contract or identification number0284045
Number of Individuals Covered1151
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $45,930
Total amount of fees paid to insurance companyUSD $15,272
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $461,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,930
Amount paid for insurance broker fees15272
Additional information about fees paid to insurance broker2020 PINNACLE SPECIALTY RETENTION RISK
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 1
Insurance contract or identification number0031321
Number of Individuals Covered1187
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,225
Total amount of fees paid to insurance companyUSD $66
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $93,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,225
Amount paid for insurance broker fees66
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION; MARKETING FEES
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0284045
Policy instance 2
Insurance contract or identification number0284045
Number of Individuals Covered1109
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $43,519
Total amount of fees paid to insurance companyUSD $2,209
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $434,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,519
Amount paid for insurance broker fees2209
Additional information about fees paid to insurance broker2020 PINNACLE SPECIALTY RETENTION RISK
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 1
Insurance contract or identification number0031321
Number of Individuals Covered1123
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,443
Total amount of fees paid to insurance companyUSD $55
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $84,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,443
Amount paid for insurance broker fees55
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION; MARKETING FEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 1
Insurance contract or identification number0031321
Number of Individuals Covered1132
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,722
Total amount of fees paid to insurance companyUSD $87
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $85,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,722
Amount paid for insurance broker fees87
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION; MARKETING FEES
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0284045
Policy instance 2
Insurance contract or identification number0284045
Number of Individuals Covered1137
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $45,430
Total amount of fees paid to insurance companyUSD $11,974
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $434,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,430
Amount paid for insurance broker fees11974
Additional information about fees paid to insurance broker2019 PPP SPECIALTY RETENTION RISK
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 1
Insurance contract or identification number0031321
Number of Individuals Covered1342
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,572
Total amount of fees paid to insurance companyUSD $70
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $105,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,572
Amount paid for insurance broker fees70
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION; MARKETING FEES
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0284045
Policy instance 2
Insurance contract or identification number0284045
Number of Individuals Covered1319
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $49,978
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $501,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,978
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0284045
Policy instance 2
Insurance contract or identification number0284045
Number of Individuals Covered1384
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $44,750
Total amount of fees paid to insurance companyUSD $3,802
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $448,984
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,750
Amount paid for insurance broker fees3802
Additional information about fees paid to insurance broker2016/2017 PPP INCENTIVE
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 1
Insurance contract or identification number0031321
Number of Individuals Covered1396
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,077
Total amount of fees paid to insurance companyUSD $70
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $99,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,077
Amount paid for insurance broker fees70
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION; ADMIN FEES
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number595998
Policy instance 2
Insurance contract or identification number595998
Number of Individuals Covered777
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $161,897
Total amount of fees paid to insurance companyUSD $526,890
Other welfare benefits providedAGGREGATE STOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $613,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $161,897
Amount paid for insurance broker fees526890
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00410208
Policy instance 3
Insurance contract or identification number00410208
Number of Individuals Covered732
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $43,726
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $437,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,726
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 1
Insurance contract or identification number0031321
Number of Individuals Covered1343
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,310
Total amount of fees paid to insurance companyUSD $85
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $100,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,310
Amount paid for insurance broker fees41
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00410208
Policy instance 3
Insurance contract or identification number00410208
Number of Individuals Covered815
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $46,117
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $461,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,117
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number595998
Policy instance 2
Insurance contract or identification number595998
Number of Individuals Covered793
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $172,349
Total amount of fees paid to insurance companyUSD $354,934
Other welfare benefits providedAGGREGATE STOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $617,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $172,349
Amount paid for insurance broker fees354934
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 1
Insurance contract or identification number0031321
Number of Individuals Covered1451
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,027
Total amount of fees paid to insurance companyUSD $75
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $102,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,027
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00410208
Policy instance 3
Insurance contract or identification number00410208
Number of Individuals Covered722
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $42,331
Total amount of fees paid to insurance companyUSD $7,041
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $423,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,331
Amount paid for insurance broker fees7041
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number595998
Policy instance 2
Insurance contract or identification number595998
Number of Individuals Covered648
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $139,281
Total amount of fees paid to insurance companyUSD $270,700
Other welfare benefits providedAGGREGATE STOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $485,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $139,281
Amount paid for insurance broker fees270700
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 1
Insurance contract or identification number0031321
Number of Individuals Covered1311
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,628
Total amount of fees paid to insurance companyUSD $10
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $96,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,628
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00410208
Policy instance 1
Insurance contract or identification number00410208
Number of Individuals Covered703
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $40,544
Total amount of fees paid to insurance companyUSD $12,485
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $405,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,544
Amount paid for insurance broker fees12485
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 3
Insurance contract or identification number0031321
Number of Individuals Covered1242
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,534
Total amount of fees paid to insurance companyUSD $40
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $94,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,534
Amount paid for insurance broker fees40
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number595998
Policy instance 2
Insurance contract or identification number595998
Number of Individuals Covered691
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $131,840
Total amount of fees paid to insurance companyUSD $280,714
Other welfare benefits providedAGGREGATE STOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $462,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $131,840
Amount paid for insurance broker fees280714
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 3
Insurance contract or identification number0031321
Number of Individuals Covered1188
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,133
Total amount of fees paid to insurance companyUSD $17
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $97,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number595998
Policy instance 2
Insurance contract or identification number595998
Number of Individuals Covered667
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $146,974
Total amount of fees paid to insurance companyUSD $268,427
Welfare Benefit Premiums Paid to CarrierUSD $415,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00410208
Policy instance 1
Insurance contract or identification number00410208
Number of Individuals Covered657
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $36,566
Total amount of fees paid to insurance companyUSD $11,668
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $365,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number595998
Policy instance 2
Insurance contract or identification number595998
Number of Individuals Covered699
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $112,293
Total amount of fees paid to insurance companyUSD $232,343
Welfare Benefit Premiums Paid to CarrierUSD $276,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $112,293
Amount paid for insurance broker fees232343
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00410208
Policy instance 1
Insurance contract or identification number00410208
Number of Individuals Covered660
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $31,326
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $311,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $204
Insurance broker organization code?3
Insurance broker nameLAWRENCE P MORRIS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0031321
Policy instance 3
Insurance contract or identification number0031321
Number of Individuals Covered1201
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $83,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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