THE BENCHMARK MANAGEMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN
401k plan membership statisitcs for THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN
| Measure | Date | Value |
|---|
| 2016 : THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $28,588 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $28,588 |
| Total income from all sources (including contributions) | 2016-12-31 | $18,262,367 |
| Total of all expenses incurred | 2016-12-31 | $18,821,272 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $15,723,587 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $18,210,765 |
| Value of total assets at end of year | 2016-12-31 | $4,658,281 |
| Value of total assets at beginning of year | 2016-12-31 | $5,217,186 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,097,685 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $6,045,110 |
| Other income not declared elsewhere | 2016-12-31 | $51,602 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-558,905 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,629,693 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,188,598 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $4,658,281 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $5,217,186 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $5,217,186 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,016,885 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $12,165,655 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $14,706,702 |
| Contract administrator fees | 2016-12-31 | $3,097,685 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $28,588 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $28,588 |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | PANNELL KERR FORSTER OF TEXAS, P.C. |
| Accountancy firm EIN | 2016-12-31 | 760356844 |
| 2015 : THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $28,588 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $28,588 |
| Total income from all sources (including contributions) | 2015-12-31 | $18,215,652 |
| Total of all expenses incurred | 2015-12-31 | $17,731,283 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $15,010,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $18,212,640 |
| Value of total assets at end of year | 2015-12-31 | $5,217,186 |
| Value of total assets at beginning of year | 2015-12-31 | $4,732,817 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,720,848 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $6,906,942 |
| Other income not declared elsewhere | 2015-12-31 | $3,012 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $484,369 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,188,598 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,704,229 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $5,217,186 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,732,817 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $4,732,817 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $890,396 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $11,305,698 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $14,120,039 |
| Contract administrator fees | 2015-12-31 | $2,720,848 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $28,588 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $28,588 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | PANNELL KERR FORSTER OF TEXAS, P.C. |
| Accountancy firm EIN | 2015-12-31 | 760356844 |
| 2014 : THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $28,588 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $37,822 |
| Total income from all sources (including contributions) | 2014-12-31 | $20,276,174 |
| Total of all expenses incurred | 2014-12-31 | $16,429,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $12,890,199 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $20,131,033 |
| Value of total assets at end of year | 2014-12-31 | $4,732,817 |
| Value of total assets at beginning of year | 2014-12-31 | $895,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,539,358 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $6,695,510 |
| Other income not declared elsewhere | 2014-12-31 | $145,141 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $3,846,617 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,704,229 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $857,612 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,732,817 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $895,434 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $895,434 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $968,778 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $13,435,523 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $11,921,421 |
| Contract administrator fees | 2014-12-31 | $3,539,358 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $28,588 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $37,822 |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | PANNELL KERR FORSTER OF TEXAS, P.C. |
| Accountancy firm EIN | 2014-12-31 | 760356844 |
| 2013 : THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $37,822 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,029,462 |
| Total income from all sources (including contributions) | 2013-12-31 | $19,883,342 |
| Total of all expenses incurred | 2013-12-31 | $18,629,579 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $17,129,509 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $19,714,301 |
| Value of total assets at end of year | 2013-12-31 | $895,434 |
| Value of total assets at beginning of year | 2013-12-31 | $633,311 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,500,070 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $6,213,628 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $543,480 |
| Other income not declared elsewhere | 2013-12-31 | $169,041 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,253,763 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $857,612 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-396,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $895,434 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $633,311 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $633,311 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $845,879 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $13,500,673 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $16,283,630 |
| Contract administrator fees | 2013-12-31 | $1,500,070 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $37,822 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $485,982 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | PANNELL KERR FORSTER OF TEXAS, P.C. |
| Accountancy firm EIN | 2013-12-31 | 760356844 |
| 2012 : THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,029,462 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,023,046 |
| Total income from all sources (including contributions) | 2012-12-31 | $16,798,577 |
| Total of all expenses incurred | 2012-12-31 | $17,500,859 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $16,387,685 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $16,686,268 |
| Value of total assets at end of year | 2012-12-31 | $633,311 |
| Value of total assets at beginning of year | 2012-12-31 | $1,329,177 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,113,174 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $5,129,733 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $543,480 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $659,995 |
| Other income not declared elsewhere | 2012-12-31 | $112,309 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-702,282 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $-396,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $306,131 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $633,311 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,329,177 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,329,177 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $846,042 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $11,556,535 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $15,541,643 |
| Contract administrator fees | 2012-12-31 | $1,113,174 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $485,982 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $363,051 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | PANNELL KERR FORSTER OF TEXAS, P.C. |
| Accountancy firm EIN | 2012-12-31 | 760356844 |
| 2011 : THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,023,046 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $423,091 |
| Total income from all sources (including contributions) | 2011-12-31 | $13,664,257 |
| Total of all expenses incurred | 2011-12-31 | $13,464,713 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $12,363,476 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $12,234,360 |
| Value of total assets at end of year | 2011-12-31 | $1,329,177 |
| Value of total assets at beginning of year | 2011-12-31 | $529,678 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,101,237 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $3,541,753 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $659,995 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $9,688 |
| Other income not declared elsewhere | 2011-12-31 | $1,429,897 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $199,544 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $306,131 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $106,587 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,329,177 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $529,678 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $529,678 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $1,131,653 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $8,692,607 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $11,231,823 |
| Contract administrator fees | 2011-12-31 | $1,101,237 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $363,051 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $413,403 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | PANNELL KERR FORSTER OF TEXAS, P.C. |
| Accountancy firm EIN | 2011-12-31 | 760356844 |
| 2010 : THE BENCHMARK MANAGEMENT COMPANY MEDICAL AND DENTAL PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $423,091 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $404,649 |
| Total income from all sources (including contributions) | 2010-12-31 | $11,824,090 |
| Total of all expenses incurred | 2010-12-31 | $13,819,808 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,864,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $10,523,791 |
| Value of total assets at end of year | 2010-12-31 | $529,678 |
| Value of total assets at beginning of year | 2010-12-31 | $2,506,954 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $955,424 |
| Total interest from all sources | 2010-12-31 | $2,404 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $2,653,899 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $9,688 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $9,507 |
| Other income not declared elsewhere | 2010-12-31 | $1,297,895 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-1,995,718 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $106,587 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,102,305 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $529,678 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,506,954 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,506,954 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,404 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,033,264 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $7,869,892 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $11,831,120 |
| Contract administrator fees | 2010-12-31 | $955,424 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $413,403 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $395,142 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | PANNELL KERR FORSTER OF TEXAS, P.C. |
| Accountancy firm EIN | 2010-12-31 | 760356844 |
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 106926 |
| Policy instance | 2 |
| Insurance contract or identification number | 106926 | | Number of Individuals Covered | 2635 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $208,257 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $757,389 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $208,257 | | Additional information about fees paid to insurance broker | COMMISSIONS/FEES PAID FOR POLICY OR CONTRACT YEAR | | Insurance broker organization code? | 3 | | Insurance broker name | PROSOURCE FINANCIAL LLC |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 604867 |
| Policy instance | 4 |
| Insurance contract or identification number | 604867 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12183097 |
| Policy instance | 1 |
| Insurance contract or identification number | 12183097 | | Number of Individuals Covered | 1198 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $16,772 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $167,718 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 16772 | | Additional information about fees paid to insurance broker | COMMISSIONS/FEES PAID FOR POLICY OR CONTRACT YEAR | | Insurance broker organization code? | 3 | | Insurance broker name | AON CONSULTING, INC. |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 106926 |
| Policy instance | 3 |
| Insurance contract or identification number | 106926 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 ) |
| Policy contract number | 1GA1228 000 |
| Policy instance | 5 |
| Insurance contract or identification number | 1GA1228 000 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $13,246 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 13246 | | Additional information about fees paid to insurance broker | COMMISSIONS/FEES PAID FOR POLICY OR CONTRACT YEAR | | Insurance broker organization code? | 3 | | Insurance broker name | RPO GROUP, INC |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 106926 |
| Policy instance | 2 |
| Insurance contract or identification number | 106926 | | Number of Individuals Covered | 3122 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $194,580 | | Total amount of fees paid to insurance company | USD $30,000 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $968,899 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $126,504 | | Amount paid for insurance broker fees | 30000 | | Additional information about fees paid to insurance broker | OTHER COMMISSIONS PAID ON CONTRACT OR POLICY | | Insurance broker organization code? | 3 | | Insurance broker name | AON CONSULTING, INC. |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 106926 |
| Policy instance | 3 |
| Insurance contract or identification number | 106926 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12183097 |
| Policy instance | 1 |
| Insurance contract or identification number | 12183097 | | Number of Individuals Covered | 1631 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of fees paid to insurance company | USD $9,549 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $197,478 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 9549 | | Additional information about fees paid to insurance broker | COMMISSIONS/FEES PAID FOR POLICY OR CONTRACT YEAR | | Insurance broker organization code? | 3 | | Insurance broker name | AON CONSULTING, INC. |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 4044520010AGG |
| Policy instance | 3 |
| Insurance contract or identification number | 4044520010AGG | | Number of Individuals Covered | 1873 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $126,882 | | Welfare Benefit Premiums Paid to Carrier | USD $845,879 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $126,882 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 106926 |
| Policy instance | 2 |
| Insurance contract or identification number | 106926 | | Number of Individuals Covered | 3503 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $32,400 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 32400 | | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS AND/OR BONUSES THAT A | | Insurance broker organization code? | 3 | | Insurance broker name | PROSOURCE FINANCIAL LLC |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12183097 |
| Policy instance | 1 |
| Insurance contract or identification number | 12183097 | | Number of Individuals Covered | 1990 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $204,597 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12183097 |
| Policy instance | 1 |
| Insurance contract or identification number | 12183097 | | Number of Individuals Covered | 2079 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $17,395 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $173,955 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,395 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 216396 |
| Policy instance | 2 |
| Insurance contract or identification number | 216396 | | Number of Individuals Covered | 2178 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $139,427 | | Welfare Benefit Premiums Paid to Carrier | USD $715,664 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,586 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES INC |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G# 4009654 |
| Policy instance | 1 |
| Insurance contract or identification number | G# 4009654 | | Number of Individuals Covered | 7444 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $106,703 | | Total amount of fees paid to insurance company | USD $49,031 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $753,792 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12183097 |
| Policy instance | 2 |
| Insurance contract or identification number | 12183097 | | Number of Individuals Covered | 1963 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $21,021 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $210,214 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 216396 |
| Policy instance | 3 |
| Insurance contract or identification number | 216396 | | Number of Individuals Covered | 1938 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $172,202 | | Welfare Benefit Premiums Paid to Carrier | USD $1,005,499 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G# 4009654 |
| Policy instance | 1 |
| Insurance contract or identification number | G# 4009654 | | Number of Individuals Covered | 6714 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $96,416 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $691,212 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12183097 |
| Policy instance | 2 |
| Insurance contract or identification number | 12183097 | | Number of Individuals Covered | 1891 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $21,279 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $212,791 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 402713 0010 |
| Policy instance | 3 |
| Insurance contract or identification number | 402713 0010 | | Number of Individuals Covered | 1905 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $147,263 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $981,752 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
