?>
Logo

EBIX, INC. CASH OPTION PROFIT SHARING TRUST 401k Plan overview

Plan NameEBIX, INC. CASH OPTION PROFIT SHARING TRUST
Plan identification number 001

EBIX, INC. CASH OPTION PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EBIX, INC. has sponsored the creation of one or more 401k plans.

Company Name:EBIX, INC.
Employer identification number (EIN):770021975
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about EBIX, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2015436

More information about EBIX, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EBIX, INC. CASH OPTION PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TRACY FERRELL
0012016-01-01TRACY FERRELL
0012015-01-01JENNIFER MAYFIELD
0012014-01-01JENNIFER MAYFIELD
0012013-01-01DARREN JOSEPH
0012012-01-01DARREN JOSEPH
0012011-01-01DARREN JOSEPH DARREN JOSEPH2012-10-16
0012010-01-01DARREN JOSEPH
0012009-01-01DARREN JOSEPH

Plan Statistics for EBIX, INC. CASH OPTION PROFIT SHARING TRUST

401k plan membership statisitcs for EBIX, INC. CASH OPTION PROFIT SHARING TRUST

Measure Date Value
2022: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01631
Total number of active participants reported on line 7a of the Form 55002022-01-01438
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01193
Total of all active and inactive participants2022-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01633
Number of participants with account balances2022-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01703
Total number of active participants reported on line 7a of the Form 55002021-01-01434
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01196
Total of all active and inactive participants2021-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01631
Number of participants with account balances2021-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01824
Total number of active participants reported on line 7a of the Form 55002020-01-01443
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01228
Total of all active and inactive participants2020-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01672
Number of participants with account balances2020-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01845
Total number of active participants reported on line 7a of the Form 55002019-01-01559
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01236
Total of all active and inactive participants2019-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01796
Number of participants with account balances2019-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01882
Total number of active participants reported on line 7a of the Form 55002018-01-01550
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01294
Total of all active and inactive participants2018-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01845
Number of participants with account balances2018-01-01721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01912
Total number of active participants reported on line 7a of the Form 55002017-01-01572
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01256
Total of all active and inactive participants2017-01-01837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01837
Number of participants with account balances2017-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,018
Total number of active participants reported on line 7a of the Form 55002016-01-01679
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01222
Total of all active and inactive participants2016-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01912
Number of participants with account balances2016-01-01802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01940
Total number of active participants reported on line 7a of the Form 55002015-01-01720
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01297
Total of all active and inactive participants2015-01-011,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,018
Number of participants with account balances2015-01-01907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01675
Total number of active participants reported on line 7a of the Form 55002014-01-01752
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01184
Total of all active and inactive participants2014-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01936
Number of participants with account balances2014-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01707
Total number of active participants reported on line 7a of the Form 55002013-01-01511
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01156
Total of all active and inactive participants2013-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01667
Number of participants with account balances2013-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01693
Total number of active participants reported on line 7a of the Form 55002012-01-01556
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01151
Total of all active and inactive participants2012-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01707
Number of participants with account balances2012-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01482
Total number of active participants reported on line 7a of the Form 55002011-01-01530
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01157
Total of all active and inactive participants2011-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01687
Number of participants with account balances2011-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01499
Total number of active participants reported on line 7a of the Form 55002010-01-01414
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01482
Number of participants with account balances2010-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01393
Total number of active participants reported on line 7a of the Form 55002009-01-01401
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0188
Total of all active and inactive participants2009-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01489
Number of participants with account balances2009-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EBIX, INC. CASH OPTION PROFIT SHARING TRUST

Measure Date Value
2022 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,924,962
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,964,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,821,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,577,883
Value of total assets at end of year2022-12-31$45,823,564
Value of total assets at beginning of year2022-12-31$58,713,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$143,180
Total interest from all sources2022-12-31$24,914
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$928,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$928,041
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$2,168,149
Participant contributions at end of year2022-12-31$498,602
Participant contributions at beginning of year2022-12-31$462,367
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,889,705
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,823,564
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,713,269
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$79,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$45,323,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,250,902
Interest earned on other investments2022-12-31$24,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,455,800
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$402,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,821,563
Contract administrator fees2022-12-31$63,417
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,547,866
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,320,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,162,388
Value of total corrective distributions2021-12-31$514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,767,027
Value of total assets at end of year2021-12-31$58,713,269
Value of total assets at beginning of year2021-12-31$57,486,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$157,929
Total interest from all sources2021-12-31$24,401
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$900,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$900,313
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,268,079
Participant contributions at end of year2021-12-31$462,367
Participant contributions at beginning of year2021-12-31$519,567
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$56,349
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$1,227,035
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,713,269
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$57,486,234
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$85,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,250,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$56,966,667
Interest earned on other investments2021-12-31$24,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,856,125
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$442,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,162,388
Contract administrator fees2021-12-31$72,060
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31MY EXPERT INC
Accountancy firm EIN2021-12-31850637361
2020 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,607,316
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,391,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,249,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,672,860
Value of total assets at end of year2020-12-31$57,486,234
Value of total assets at beginning of year2020-12-31$55,270,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$142,184
Total interest from all sources2020-12-31$28,263
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$838,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$838,628
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,228,282
Participant contributions at end of year2020-12-31$519,567
Participant contributions at beginning of year2020-12-31$599,917
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,216,072
Value of net assets at end of year (total assets less liabilities)2020-12-31$57,486,234
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$55,270,162
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$77,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$56,966,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,670,245
Interest on participant loans2020-12-31$28,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,067,565
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$427,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,249,060
Contract administrator fees2020-12-31$64,553
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Qualified
Accountancy firm name2020-12-31MY EXPERT INC
Accountancy firm EIN2020-12-31850637361
2019 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$7,224
Total transfer of assets from this plan2019-12-31$7,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,402,362
Total income from all sources (including contributions)2019-12-31$13,402,362
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,415,336
Total of all expenses incurred2019-12-31$6,415,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,218,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,218,841
Value of total corrective distributions2019-12-31$31,660
Value of total corrective distributions2019-12-31$31,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,044,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,044,489
Value of total assets at end of year2019-12-31$55,270,162
Value of total assets at end of year2019-12-31$55,270,162
Value of total assets at beginning of year2019-12-31$48,290,360
Value of total assets at beginning of year2019-12-31$48,290,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164,835
Total interest from all sources2019-12-31$35,769
Total interest from all sources2019-12-31$35,769
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,190,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,190,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,190,970
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,190,970
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,516,288
Contributions received from participants2019-12-31$2,516,288
Participant contributions at end of year2019-12-31$599,917
Participant contributions at end of year2019-12-31$599,917
Participant contributions at beginning of year2019-12-31$661,815
Participant contributions at beginning of year2019-12-31$661,815
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,093
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,093
Other income not declared elsewhere2019-12-31$1,776
Other income not declared elsewhere2019-12-31$1,776
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$606
Total non interest bearing cash at beginning of year2019-12-31$606
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
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$6,987,026
Value of net income/loss2019-12-31$6,987,026
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,270,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$55,270,162
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,290,360
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,290,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$68,008
Investment advisory and management fees2019-12-31$68,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,670,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,670,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,236,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$47,236,431
Interest on participant loans2019-12-31$35,769
Interest on participant loans2019-12-31$35,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$391,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$391,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,140,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,140,448
Net investment gain/loss from pooled separate accounts2019-12-31$4,988,910
Net investment gain/loss from pooled separate accounts2019-12-31$4,988,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$488,108
Contributions received in cash from employer2019-12-31$488,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,218,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,218,841
Contract administrator fees2019-12-31$96,827
Contract administrator fees2019-12-31$96,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$680,287
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,869,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,720,209
Expenses. Certain deemed distributions of participant loans2018-12-31$119,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,411,297
Value of total assets at end of year2018-12-31$48,290,360
Value of total assets at beginning of year2018-12-31$57,479,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,597
Total interest from all sources2018-12-31$38,127
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,831,740
Participant contributions at end of year2018-12-31$661,815
Participant contributions at beginning of year2018-12-31$759,484
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$41,312
Administrative expenses (other) incurred2018-12-31$9,325
Total non interest bearing cash at end of year2018-12-31$606
Total non interest bearing cash at beginning of year2018-12-31$169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,189,095
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,290,360
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,479,455
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$8,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$47,236,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$56,573,297
Interest on participant loans2018-12-31$34,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$391,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$146,505
Net investment gain/loss from pooled separate accounts2018-12-31$-2,769,137
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$538,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,720,209
Contract administrator fees2018-12-31$11,550
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHERRY BEKAERT,LLP
Accountancy firm EIN2018-12-31560574444
2017 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,540,505
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,412,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,272,736
Expenses. Certain deemed distributions of participant loans2017-12-31$86,824
Value of total corrective distributions2017-12-31$45,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,319,729
Value of total assets at end of year2017-12-31$57,479,455
Value of total assets at beginning of year2017-12-31$50,351,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,474
Total interest from all sources2017-12-31$35,061
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,323,726
Participant contributions at end of year2017-12-31$759,484
Participant contributions at beginning of year2017-12-31$802,142
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$412,093
Administrative expenses (other) incurred2017-12-31$5,600
Total non interest bearing cash at end of year2017-12-31$169
Total non interest bearing cash at beginning of year2017-12-31$165
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$7,127,670
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,479,455
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,351,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$56,573,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,407,626
Interest on participant loans2017-12-31$35,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$146,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$141,852
Net investment gain/loss from pooled separate accounts2017-12-31$8,185,715
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$583,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,272,736
Contract administrator fees2017-12-31$1,874
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHERRY BEKAERT,LLP
Accountancy firm EIN2017-12-31560574444
2016 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,395,989
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,983,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,878,175
Expenses. Certain deemed distributions of participant loans2016-12-31$63,295
Value of total corrective distributions2016-12-31$32,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,064,173
Value of total assets at end of year2016-12-31$50,351,785
Value of total assets at beginning of year2016-12-31$48,939,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,528
Total interest from all sources2016-12-31$33,587
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,812,967
Participant contributions at end of year2016-12-31$802,142
Participant contributions at beginning of year2016-12-31$719,119
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$550,931
Administrative expenses (other) incurred2016-12-31$7,700
Total non interest bearing cash at end of year2016-12-31$165
Total non interest bearing cash at beginning of year2016-12-31$1,106
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$1,412,106
Value of net assets at end of year (total assets less liabilities)2016-12-31$50,351,785
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,939,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,407,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,093,774
Interest on participant loans2016-12-31$33,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$141,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$125,680
Net investment gain/loss from pooled separate accounts2016-12-31$3,298,229
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$700,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,878,175
Contract administrator fees2016-12-31$1,828
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHERRY BEKAERT,LLP
Accountancy firm EIN2016-12-31560574444
2015 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$26,965,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,213,655
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,600,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,556,190
Value of total corrective distributions2015-12-31$35,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,819,163
Value of total assets at end of year2015-12-31$48,939,679
Value of total assets at beginning of year2015-12-31$24,360,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,182
Total interest from all sources2015-12-31$22,467
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,454,669
Participant contributions at end of year2015-12-31$719,119
Participant contributions at beginning of year2015-12-31$317,304
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$698,630
Administrative expenses (other) incurred2015-12-31$7,750
Total non interest bearing cash at end of year2015-12-31$1,106
Total non interest bearing cash at beginning of year2015-12-31$2,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,386,869
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,939,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,360,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$48,093,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,935,659
Interest on participant loans2015-12-31$22,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$125,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$105,439
Net investment gain/loss from pooled separate accounts2015-12-31$-627,975
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$665,864
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$59
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,556,190
Contract administrator fees2015-12-31$1,432
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHERRY BEKAERT,LLP
Accountancy firm EIN2015-12-31560574444
2014 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$190,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,011,987
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,271,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,204,734
Expenses. Certain deemed distributions of participant loans2014-12-31$6,100
Value of total corrective distributions2014-12-31$54,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,903,954
Value of total assets at end of year2014-12-31$24,360,818
Value of total assets at beginning of year2014-12-31$22,429,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,220
Total interest from all sources2014-12-31$11,201
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,957,938
Participant contributions at end of year2014-12-31$317,304
Participant contributions at beginning of year2014-12-31$136,838
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$534,989
Administrative expenses (other) incurred2014-12-31$5,400
Total non interest bearing cash at end of year2014-12-31$2,357
Total non interest bearing cash at beginning of year2014-12-31$0
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$1,740,531
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,360,818
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,429,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,935,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,114,230
Interest on participant loans2014-12-31$11,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$105,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$178,288
Net investment gain/loss from pooled separate accounts2014-12-31$1,096,832
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$411,027
Employer contributions (assets) at end of year2014-12-31$59
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,204,734
Contract administrator fees2014-12-31$820
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHERRY BEKAERT,LLP
Accountancy firm EIN2014-12-31560574444
2013 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,673,786
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,396,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,275,455
Expenses. Certain deemed distributions of participant loans2013-12-31$22,001
Value of total corrective distributions2013-12-31$81,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,310,684
Value of total assets at end of year2013-12-31$22,429,356
Value of total assets at beginning of year2013-12-31$19,152,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,223
Total interest from all sources2013-12-31$7,036
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,795,063
Participant contributions at end of year2013-12-31$136,838
Participant contributions at beginning of year2013-12-31$121,843
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$178,096
Administrative expenses (other) incurred2013-12-31$16,351
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$15,821
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$3,277,196
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,429,356
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,152,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,114,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,810,137
Interest on participant loans2013-12-31$6,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$178,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$204,359
Net investment gain/loss from pooled separate accounts2013-12-31$3,356,066
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$337,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,275,455
Contract administrator fees2013-12-31$872
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHERRY BEKAERT,LLP
Accountancy firm EIN2013-12-31056057444
2012 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$3,042,880
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,954,066
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,228,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,182,310
Expenses. Certain deemed distributions of participant loans2012-12-31$13,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,280,190
Value of total assets at end of year2012-12-31$19,152,160
Value of total assets at beginning of year2012-12-31$14,383,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,990
Total interest from all sources2012-12-31$5,084
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,816,042
Participant contributions at end of year2012-12-31$121,843
Participant contributions at beginning of year2012-12-31$74,478
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$107,545
Administrative expenses (other) incurred2012-12-31$31,242
Total non interest bearing cash at end of year2012-12-31$15,821
Total non interest bearing cash at beginning of year2012-12-31$14,151
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$1,726,021
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,152,160
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,383,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,810,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,084,169
Interest on participant loans2012-12-31$4,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$204,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$210,461
Net investment gain/loss from pooled separate accounts2012-12-31$1,668,792
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$356,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,182,310
Contract administrator fees2012-12-31$748
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHERRY BEKAERT,LLP
Accountancy firm EIN2012-12-31056057444
2011 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$4,657,427
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,825,461
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,338,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,273,253
Expenses. Certain deemed distributions of participant loans2011-12-31$13,111
Value of total corrective distributions2011-12-31$30,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,326,864
Value of total assets at end of year2011-12-31$14,383,259
Value of total assets at beginning of year2011-12-31$10,238,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,050
Total interest from all sources2011-12-31$3,725
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$21,552
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,646,753
Participant contributions at end of year2011-12-31$74,478
Participant contributions at beginning of year2011-12-31$73,335
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$363,525
Total non interest bearing cash at end of year2011-12-31$14,151
Total non interest bearing cash at beginning of year2011-12-31$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-513,110
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,383,259
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,238,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,084,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,006,602
Interest on participant loans2011-12-31$3,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$210,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$157,880
Net investment gain/loss from pooled separate accounts2011-12-31$-505,128
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$316,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,273,253
Contract administrator fees2011-12-31$498
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHERRY, BEKAERT & HOLLAND, L.L.P.
Accountancy firm EIN2011-12-31056057444
2010 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,960,468
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,073,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,040,911
Expenses. Certain deemed distributions of participant loans2010-12-31$16,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,852,055
Value of total assets at end of year2010-12-31$10,238,942
Value of total assets at beginning of year2010-12-31$8,351,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,280
Total interest from all sources2010-12-31$7,436
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$15,960
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,353,503
Participant contributions at end of year2010-12-31$73,335
Participant contributions at beginning of year2010-12-31$75,827
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$219,806
Total non interest bearing cash at end of year2010-12-31$1,125
Total non interest bearing cash at beginning of year2010-12-31$616
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$1,887,052
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,238,942
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,351,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,006,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,139,711
Interest on participant loans2010-12-31$3,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$157,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$135,736
Net investment gain/loss from pooled separate accounts2010-12-31$1,100,977
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$278,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,040,911
Contract administrator fees2010-12-31$320
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHERRY, BEKAERT & HOLLAND, L.L.P.
Accountancy firm EIN2010-12-31560574444
2009 : EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EBIX, INC. CASH OPTION PROFIT SHARING TRUST

2022: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EBIX, INC. CASH OPTION PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-03
Total amount of commissions paid to insurance brokerUSD $13,336
Total amount of fees paid to insurance companyUSD $10,761
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,336
Amount paid for insurance broker fees10761
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered754
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $66,218
Total amount of fees paid to insurance companyUSD $27,636
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66,218
Insurance broker organization code?3
Amount paid for insurance broker fees27636
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered787
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $64,137
Total amount of fees paid to insurance companyUSD $70,157
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees70157
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $64,137
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered937
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $61,685
Total amount of fees paid to insurance companyUSD $35,615
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,685
Insurance broker organization code?3
Amount paid for insurance broker fees35615
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameCROWE HORWATH LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered759
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,177
Total amount of fees paid to insurance companyUSD $11,458
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,177
Insurance broker organization code?3
Amount paid for insurance broker fees11458
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameCROWE HORWATH LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered502
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $40,376
Total amount of fees paid to insurance companyUSD $10,262
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,376
Insurance broker organization code?3
Amount paid for insurance broker fees10262
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameCROWE HORWATH LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered519
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $43,350
Total amount of fees paid to insurance companyUSD $8,821
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,421
Insurance broker organization code?3
Amount paid for insurance broker fees57
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker nameCROWE HORWATH LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered511
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $30,823
Total amount of fees paid to insurance companyUSD $6,318
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number82552
Policy instance 1
Insurance contract or identification number82552
Number of Individuals Covered356
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,452
Total amount of fees paid to insurance companyUSD $4,671
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3