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| Plan Name | GUNN-MOWERY EMPLOYEE HEALTH PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | GUNN-MOWERY LLC |
| Employer identification number (EIN): | 810587373 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2015-01-01 | ROBERT SNYDER |
| Measure | Date | Value |
|---|---|---|
| 2015: GUNN-MOWERY EMPLOYEE HEALTH PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 59 |
| Measure | Date | Value |
|---|---|---|
| 2015 : GUNN-MOWERY EMPLOYEE HEALTH PLAN 2015 401k financial data | ||
| Total plan liabilities at end of year | 2015-12-31 | $42,705 |
| Total plan liabilities at beginning of year | 2015-12-31 | $38,040 |
| Total income from all sources | 2015-12-31 | $465,152 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $335,947 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $191,048 |
| Total plan assets at end of year | 2015-12-31 | $205,605 |
| Total plan assets at beginning of year | 2015-12-31 | $71,735 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $104,213 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $96,310 |
| Other income received | 2015-12-31 | $194 |
| Net income (gross income less expenses) | 2015-12-31 | $129,205 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $162,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $33,695 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $360,745 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $48,589 |
| 2015: GUNN-MOWERY EMPLOYEE HEALTH PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) | |||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | GENESIS | ||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | GENESIS | ||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||
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