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BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 401k Plan overview

Plan NameBLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC
Plan identification number 502

BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

HOMER ELECTRIC ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOMER ELECTRIC ASSOCIATION, INC.
Employer identification number (EIN):920014079
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01
5022022-01-01
5022021-01-01
5022020-08-22
5022019-08-21
5022014-01-01SHERI GOWER BETH WYTHE2015-01-21
5022013-01-01PAT FERGUSON BETH WYTHE2014-03-19
5022012-01-01BETH WYTHE PAT FERGUSON2013-03-06
5022011-01-01PAT FERGUSON BETH WYTHE2012-05-22
5022010-01-01BETH WYTHE PAT FERGUSON2011-04-06

Plan Statistics for BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC

401k plan membership statisitcs for BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC

Measure Date Value
2023: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2023 401k membership
Total participants, beginning-of-year2023-01-01137
Total number of active participants reported on line 7a of the Form 55002023-01-01133
Total of all active and inactive participants2023-01-01133
Total participants2023-01-01133
2022: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2022 401k membership
Total participants, beginning-of-year2022-01-01138
Total number of active participants reported on line 7a of the Form 55002022-01-01137
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01137
Total participants2022-01-01137
2021: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2021 401k membership
Total participants, beginning-of-year2021-01-01142
Total number of active participants reported on line 7a of the Form 55002021-01-01138
Total of all active and inactive participants2021-01-01138
Total participants2021-01-01138
2020: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2020 401k membership
Total participants, beginning-of-year2020-08-22142
Total number of active participants reported on line 7a of the Form 55002020-08-22141
Number of retired or separated participants receiving benefits2020-08-220
Number of other retired or separated participants entitled to future benefits2020-08-220
Total of all active and inactive participants2020-08-22141
Total participants2020-08-22141
2019: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2019 401k membership
Total participants, beginning-of-year2019-08-21148
Total number of active participants reported on line 7a of the Form 55002019-08-21142
Number of retired or separated participants receiving benefits2019-08-210
Number of other retired or separated participants entitled to future benefits2019-08-210
Total of all active and inactive participants2019-08-21142
Total participants2019-08-21142
2014: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01161
Total of all active and inactive participants2014-01-01161
Total participants2014-01-01161
2013: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2013 401k membership
Total participants, beginning-of-year2013-01-01168
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Total of all active and inactive participants2013-01-01165
Total participants2013-01-01165
2012: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Total of all active and inactive participants2012-01-01164
Total participants2012-01-01164
2011: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01141
Total of all active and inactive participants2011-01-01141
Total participants2011-01-01141
2010: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2010 401k membership
Total participants, beginning-of-year2010-01-01143
Total number of active participants reported on line 7a of the Form 55002010-01-01144
Total of all active and inactive participants2010-01-01144
Total participants2010-01-01144

Form 5500 Responses for BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC

2023: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2020 form 5500 responses
2020-08-22Type of plan entitySingle employer plan
2020-08-22Submission has been amendedNo
2020-08-22This submission is the final filingNo
2020-08-22This return/report is a short plan year return/report (less than 12 months)Yes
2020-08-22Plan is a collectively bargained planYes
2020-08-22Plan funding arrangement – InsuranceYes
2020-08-22Plan benefit arrangement – InsuranceYes
2019: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2019 form 5500 responses
2019-08-21Type of plan entitySingle employer plan
2019-08-21Submission has been amendedNo
2019-08-21This submission is the final filingNo
2019-08-21This return/report is a short plan year return/report (less than 12 months)No
2019-08-21Plan is a collectively bargained planYes
2019-08-21Plan funding arrangement – InsuranceYes
2019-08-21Plan benefit arrangement – InsuranceYes
2014: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BLANKET ACCIDENT INSURANCE PROGRAM FOR HOMER ELECTRIC ASSOCIATION, INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingYes
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP0009155209
Policy instance 1
Insurance contract or identification numberGTP0009155209
Number of Individuals Covered133
Insurance policy start date2023-01-01
Insurance policy end date2024-01-01
Total amount of commissions paid to insurance brokerUSD $849
Total amount of fees paid to insurance companyUSD $5,657
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedDEATH BENEFIT
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 CarrierUSD $5,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP0009155209
Policy instance 1
Insurance contract or identification numberGTP0009155209
Number of Individuals Covered137
Insurance policy start date2022-01-01
Insurance policy end date2023-01-01
Total amount of commissions paid to insurance brokerUSD $84,855
Total amount of fees paid to insurance companyUSD $5,657
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedDEATH BENEFIT - ACCIDENTAL (TRAVEL)
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 CarrierUSD $5,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $849
Amount paid for insurance broker fees5657
Additional information about fees paid to insurance brokerPREMIUM
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP0009155209
Policy instance 1
Insurance contract or identification numberGTP0009155209
Number of Individuals Covered138
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $849
Total amount of fees paid to insurance companyUSD $5,657
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedDEATH BENEFIT -- ACCIDENTAL (TRAVEL)
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 CarrierUSD $5,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $849
Amount paid for insurance broker fees5657
Additional information about fees paid to insurance brokerPREMIUM
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP0009155209
Policy instance 1
Insurance contract or identification numberGTP0009155209
Number of Individuals Covered141
Insurance policy start date2020-08-21
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $30,885
Total amount of fees paid to insurance companyUSD $2,059
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedDEATH BENEFIT - ACCIDENTAL (TRAVEL)
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 CarrierUSD $5,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $309
Amount paid for insurance broker fees5657
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberGTP0009155209
Policy instance 1
Insurance contract or identification numberGTP0009155209
Number of Individuals Covered142
Insurance policy start date2019-08-21
Insurance policy end date2020-08-21
Total amount of commissions paid to insurance brokerUSD $849
Total amount of fees paid to insurance companyUSD $5,657
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedDEATH BENEFIT - ACCIDENTAL (TRAVEL)
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 CarrierUSD $5,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $849

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