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| Plan Name | PERMORMANT CAPITAL MANAGEMENT HEALTH AND WELFARE PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | PERFORMANT CAPITAL MANAGEMENT, LLC |
| Employer identification number (EIN): | 844860385 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-04-01 | MIKE CIAGLIA | 2024-11-06 | ||
| 501 | 2022-04-01 | MICHAEL CIAGLIA | 2023-10-26 |
| Measure | Date | Value |
|---|---|---|
| 2023: PERMORMANT CAPITAL MANAGEMENT HEALTH AND WELFARE PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-04-01 | 246 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-04-01 | 375 |
| Number of retired or separated participants receiving benefits | 2023-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-04-01 | 14 |
| Total of all active and inactive participants | 2023-04-01 | 389 |
| Number of employers contributing to the scheme | 2023-04-01 | 0 |
| 2022: PERMORMANT CAPITAL MANAGEMENT HEALTH AND WELFARE PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-04-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 283 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
| Total of all active and inactive participants | 2022-04-01 | 283 |
| Number of employers contributing to the scheme | 2022-04-01 | 0 |
| 2023: PERMORMANT CAPITAL MANAGEMENT HEALTH AND WELFARE PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Plan funding arrangement – Insurance | Yes |
| 2023-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: PERMORMANT CAPITAL MANAGEMENT HEALTH AND WELFARE PLAN 2022 form 5500 responses | ||
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | First time form 5500 has been submitted | Yes |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||
| Policy contract number | 35149 | ||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||
| Policy contract number | 35149 | ||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||
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