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MUNGER BROTHERS LLC 401k Plan overview

Plan NameMUNGER BROTHERS LLC
Plan identification number 502

MUNGER BROTHERS LLC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Death benefits (include travel accident but not life insurance)
  • 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

MUNGER BROTHERS LLC has sponsored the creation of one or more 401k plans.

Company Name:MUNGER BROTHERS LLC
Employer identification number (EIN):830382898
NAIC Classification:113210
NAIC Description:Forest Nurseries and Gathering of Forest Products

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUNGER BROTHERS LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-10-01STEPHANIE THIESSEN2023-03-14
5022020-10-01STEPHANIE THIESSEN2022-02-18
5022019-10-01STEPHANIE THIESSEN2021-03-16

Plan Statistics for MUNGER BROTHERS LLC

401k plan membership statisitcs for MUNGER BROTHERS LLC

Measure Date Value
2021: MUNGER BROTHERS LLC 2021 401k membership
Total participants, beginning-of-year2021-10-01110
Total number of active participants reported on line 7a of the Form 55002021-10-0152
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-0152
Number of employers contributing to the scheme2021-10-010
2020: MUNGER BROTHERS LLC 2020 401k membership
Total participants, beginning-of-year2020-10-01110
Total number of active participants reported on line 7a of the Form 55002020-10-01110
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01110
Number of employers contributing to the scheme2020-10-010
2019: MUNGER BROTHERS LLC 2019 401k membership
Total participants, beginning-of-year2019-10-01100
Total number of active participants reported on line 7a of the Form 55002019-10-01110
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01110
Number of employers contributing to the scheme2019-10-010

Form 5500 Responses for MUNGER BROTHERS LLC

2021: MUNGER BROTHERS LLC 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: MUNGER BROTHERS LLC 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: MUNGER BROTHERS LLC 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01First time form 5500 has been submittedYes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number25943
Policy instance 1
Insurance contract or identification number25943
Number of Individuals Covered52
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $758
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENT, HOSPITAL
Welfare Benefit Premiums Paid to CarrierUSD $7,891
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $219
Amount paid for insurance broker fees0
Insurance broker organization code?3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number25943
Policy instance 1
Insurance contract or identification number25943
Number of Individuals Covered110
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $4,153
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENT, HOSPITAL
Welfare Benefit Premiums Paid to CarrierUSD $4,153
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,663
Amount paid for insurance broker fees0
Insurance broker organization code?3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number25943
Policy instance 1
Insurance contract or identification number25943
Number of Individuals Covered110
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $14,783
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENT, HOSPITAL
Welfare Benefit Premiums Paid to CarrierUSD $28,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $5,914
Amount paid for insurance broker fees0
Insurance broker organization code?3

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