STRATUS AVIATION LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STRATUS AVIATION, LLC GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2022: STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 72 |
| 2021: STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 73 |
| 2020: STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 69 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 70 |
| 2019: STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 78 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
| Total of all active and inactive participants | 2019-12-01 | 80 |
| Measure | Date | Value |
|---|
| 2022 : STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $54,803 |
| Total plan liabilities at beginning of year | 2022-12-31 | $70,266 |
| Total income from all sources | 2022-12-31 | $1,572,729 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,642,456 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $499,835 |
| Total plan assets at end of year | 2022-12-31 | $346,610 |
| Total plan assets at beginning of year | 2022-12-31 | $431,800 |
| Value of fidelity bond covering the plan | 2022-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $271,940 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $639,318 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $1,178 |
| Net income (gross income less expenses) | 2022-12-31 | $-69,727 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $291,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $361,534 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,299,611 |
| Value of corrective distributions | 2022-12-31 | $464,503 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $38,800 |
| 2021 : STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $70,266 |
| Total plan liabilities at beginning of year | 2021-12-31 | $60,961 |
| Total income from all sources | 2021-12-31 | $1,298,227 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,280,655 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $476,717 |
| Total plan assets at end of year | 2021-12-31 | $431,800 |
| Total plan assets at beginning of year | 2021-12-31 | $404,923 |
| Value of fidelity bond covering the plan | 2021-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $367,957 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $478,705 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $892 |
| Other income received | 2021-12-31 | $1,354 |
| Net income (gross income less expenses) | 2021-12-31 | $17,572 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $361,534 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $343,962 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $928,024 |
| Value of corrective distributions | 2021-12-31 | $291,770 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $33,463 |
| 2020 : STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $60,961 |
| Total plan liabilities at beginning of year | 2020-12-31 | $72,133 |
| Total income from all sources | 2020-12-31 | $97,218 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $54,734 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $18,426 |
| Total plan assets at end of year | 2020-12-31 | $404,923 |
| Total plan assets at beginning of year | 2020-12-31 | $373,611 |
| Value of fidelity bond covering the plan | 2020-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $27,731 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $34,107 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $828 |
| Other income received | 2020-12-31 | $90 |
| Net income (gross income less expenses) | 2020-12-31 | $42,484 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $343,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $301,478 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $68,569 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,201 |
| Total plan liabilities at end of year | 2020-11-30 | $72,133 |
| Total income from all sources | 2020-11-30 | $1,232,283 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $930,805 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $467,915 |
| Total plan assets at end of year | 2020-11-30 | $373,611 |
| Total plan assets at beginning of year | 2020-11-30 | $0 |
| Value of fidelity bond covering the plan | 2020-11-30 | $850,000 |
| Total contributions received or receivable from participants | 2020-11-30 | $117,695 |
| Expenses. Other expenses not covered elsewhere | 2020-11-30 | $433,997 |
| Other income received | 2020-11-30 | $463 |
| Net income (gross income less expenses) | 2020-11-30 | $301,478 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $301,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $1,114,125 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $28,893 |
| 2022: STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – Trust | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement - Trust | Yes |
| 2019: STRATUS AVIATION, LLC GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | First time form 5500 has been submitted | Yes |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – Trust | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement - Trust | Yes |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 408045 |
| Policy instance | 1 |
| Insurance contract or identification number | 408045 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $567,502 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500504 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500504 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $419,224 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500504 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500504 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $29,896 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 30500504 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500504 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $378,000 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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