401k Plan data: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN plan

MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 401k Plan overview

Plan Name	MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN
Plan identification number	501

MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

MOVE IT MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: MOVE IT MANAGEMENT, LLC

Employer identification number (EIN): 800863644

NAIC Classification: 531130
NAIC Description: Lessors of Miniwarehouses and Self-Storage Units

Additional information about MOVE IT MANAGEMENT, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2012-10-05

Company Identification Number: 0801666037

Legal Registered Office Address: 8350 N CENTRAL EXPY STE 430

DALLAS
United States of America (USA)
75206

More information about MOVE IT MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-09-01
501 2021-09-01 ANNE SULLIVAN 2023-01-09
501 2020-09-01 ANNE SULLIVAN 2022-03-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2022-09-01
501	2021-09-01	ANNE SULLIVAN	2023-01-09
501	2020-09-01	ANNE SULLIVAN	2022-03-14

Plan Statistics for MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN

401k plan membership statisitcs for MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN

Measure Date Value
2022: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 143
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 73
Number of retired or separated participants receiving benefits 2022-09-01 1
Number of other retired or separated participants entitled to future benefits 2022-09-01 1
Total of all active and inactive participants 2022-09-01 75
2021: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 166
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 210
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 0
Total of all active and inactive participants 2021-09-01 210
Number of employers contributing to the scheme 2021-09-01 0
2020: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 100
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 166
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 0
Total of all active and inactive participants 2020-09-01 166
Number of employers contributing to the scheme 2020-09-01 0

Measure	Date	Value
2022: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	143
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	73
Number of retired or separated participants receiving benefits	2022-09-01	1
Number of other retired or separated participants entitled to future benefits	2022-09-01	1
Total of all active and inactive participants	2022-09-01	75
2021: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	166
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	210
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	0
Total of all active and inactive participants	2021-09-01	210
Number of employers contributing to the scheme	2021-09-01	0
2020: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	100
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	166
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	0
Total of all active and inactive participants	2020-09-01	166
Number of employers contributing to the scheme	2020-09-01	0

Form 5500 Responses for MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN

2022: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	Yes
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2021: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2020: MOVE IT MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN HEALTH PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	First time form 5500 has been submitted	Yes
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1097288

Policy instance

Insurance contract or identification number	1097288
Number of Individuals Covered	137
Insurance policy start date	2022-09-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $11,318
Total amount of fees paid to insurance company	USD $4,460
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	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
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 $110,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,635
Amount paid for insurance broker fees	4460
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

08Y2187

Policy instance

Insurance contract or identification number	08Y2187
Number of Individuals Covered	86
Insurance policy start date	2022-09-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $39,335
Total amount of fees paid to insurance company	USD $1,914
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	Yes
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 $831,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,844
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NA
Insurance broker organization code?	3

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

8Y2187

Policy instance

Insurance contract or identification number	8Y2187
Number of Individuals Covered	149
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $43,423
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $965,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,423
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1097288

Policy instance

Insurance contract or identification number	1097288
Number of Individuals Covered	249
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $16,487
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $139,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,487
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

8Y2187

Policy instance

Insurance contract or identification number	8Y2187
Number of Individuals Covered	122
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $33,636
Total amount of fees paid to insurance company	USD $822
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $748,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,103
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	BONUS

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1097288

Policy instance

Insurance contract or identification number	1097288
Number of Individuals Covered	189
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $12,931
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $108,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,717
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

Potentially related plans

MOVE IT REAL ESTATE GROUP 401(K) PLAN [EIN = 411972408]

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Company Name:	MOVE IT MANAGEMENT, LLC
Employer identification number (EIN):	800863644
NAIC Classification:	531130
NAIC Description:	Lessors of Miniwarehouses and Self-Storage Units

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2012-10-05
Company Identification Number:	0801666037
Legal Registered Office Address:	8350 N CENTRAL EXPY STE 430 DALLAS United States of America (USA) 75206