THE LEWIS GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN
401k plan membership statisitcs for LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021: LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 94 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 94 |
| Total participants, beginning-of-year | 2021-06-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 88 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
| Total of all active and inactive participants | 2021-06-01 | 88 |
| 2020: LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 82 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
| Total of all active and inactive participants | 2020-06-01 | 82 |
| Measure | Date | Value |
|---|
| 2022 : LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $277,530 |
| Total plan liabilities at beginning of year | 2022-06-30 | $55,582 |
| Total income from all sources | 2022-06-30 | $864,077 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $798,667 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $425,623 |
| Total plan assets at end of year | 2022-06-30 | $292,040 |
| Total plan assets at beginning of year | 2022-06-30 | $4,682 |
| Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $269,738 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $346,607 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $117 |
| Net income (gross income less expenses) | 2022-06-30 | $65,410 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $14,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $-50,900 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $594,222 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $26,437 |
| 2021 : LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $55,582 |
| Total plan liabilities at beginning of year | 2021-06-30 | $125,972 |
| Total income from all sources | 2021-06-30 | $58,140 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $41,975 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $15,926 |
| Total plan assets at end of year | 2021-06-30 | $4,682 |
| Total plan assets at beginning of year | 2021-06-30 | $58,907 |
| Value of fidelity bond covering the plan | 2021-06-30 | $37,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $16,946 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $24,037 |
| Other income received | 2021-06-30 | $6 |
| Net income (gross income less expenses) | 2021-06-30 | $16,165 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $-50,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $-67,065 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $41,188 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $2,012 |
| Total plan liabilities at end of year | 2021-05-31 | $125,972 |
| Total plan liabilities at beginning of year | 2021-05-31 | $0 |
| Total income from all sources | 2021-05-31 | $695,388 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $762,453 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $464,239 |
| Total plan assets at end of year | 2021-05-31 | $58,907 |
| Total plan assets at beginning of year | 2021-05-31 | $0 |
| Value of fidelity bond covering the plan | 2021-05-31 | $37,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $228,123 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $279,563 |
| Contributions received from other sources (not participants or employers) | 2021-05-31 | $2,667 |
| Other income received | 2021-05-31 | $108 |
| Net income (gross income less expenses) | 2021-05-31 | $-67,065 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $-67,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $464,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $18,651 |
| 2021: LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LEWIS ENVIRONMENTAL GROUP - GROUP HEALTH BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | First time form 5500 has been submitted | Yes |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000128 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000128 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | 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 $276,599 | | 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 | 31000128 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000128 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2021-06-30 | | 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 $17,655 | | 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 | 31000128 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000128 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | 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 $213,082 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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