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EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 401k Plan overview

Plan NameEMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC.
Plan identification number 502

EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

SCORDIA REST. GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:SCORDIA REST. GROUP INC.
Employer identification number (EIN):311384479
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-05-01
5022021-05-01
5022020-05-01
5022019-05-01
5022018-05-01
5022017-05-01BARBARA SCORDIA
5022016-05-01BARBARA SCORDIA
5022015-05-01BARBARA SCORDIA
5022014-05-01BARBARA SCORDIA
5022013-05-01BARBARA SCORDIA
5022012-05-01BARBARA SCORDIA
5022011-05-01BARBARA SCORDIA

Plan Statistics for EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC.

401k plan membership statisitcs for EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC.

Measure Date Value
2022: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2022 401k membership
Total participants, beginning-of-year2022-05-013
Total number of active participants reported on line 7a of the Form 55002022-05-013
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-013
2021: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2021 401k membership
Total participants, beginning-of-year2021-05-0114
Total number of active participants reported on line 7a of the Form 55002021-05-0113
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-0113
2020: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2020 401k membership
Total participants, beginning-of-year2020-05-0113
Total number of active participants reported on line 7a of the Form 55002020-05-0113
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-0113
2019: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2019 401k membership
Total participants, beginning-of-year2019-05-0117
Total number of active participants reported on line 7a of the Form 55002019-05-0114
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-0114
2018: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2018 401k membership
Total participants, beginning-of-year2018-05-0113
Total number of active participants reported on line 7a of the Form 55002018-05-0116
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-0116
2017: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2017 401k membership
Total participants, beginning-of-year2017-05-0111
Total number of active participants reported on line 7a of the Form 55002017-05-0110
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-0110
2016: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2016 401k membership
Total participants, beginning-of-year2016-05-0110
Total number of active participants reported on line 7a of the Form 55002016-05-0111
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-0111
2015: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2015 401k membership
Total participants, beginning-of-year2015-05-016
Total number of active participants reported on line 7a of the Form 55002015-05-014
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-014
2014: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2014 401k membership
Total participants, beginning-of-year2014-05-0115
Total number of active participants reported on line 7a of the Form 55002014-05-0113
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-0113
2013: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2013 401k membership
Total participants, beginning-of-year2013-05-019
Total number of active participants reported on line 7a of the Form 55002013-05-018
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-018
2012: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2012 401k membership
Total participants, beginning-of-year2012-05-0111
Total number of active participants reported on line 7a of the Form 55002012-05-019
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-019
2011: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2011 401k membership
Total participants, beginning-of-year2011-05-0112
Total number of active participants reported on line 7a of the Form 55002011-05-0111
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-0111

Financial Data on EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC.

Measure Date Value
2023 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2023 401k financial data
Total income from all sources2023-04-30$254,937
Expenses. Total of all expenses incurred2023-04-30$254,937
Benefits paid (including direct rollovers)2023-04-30$115,161
Value of fidelity bond covering the plan2023-04-30$23,000
Expenses. Other expenses not covered elsewhere2023-04-30$139,776
Net income (gross income less expenses)2023-04-30$0
Net plan assets at end of year (total assets less liabilities)2023-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-04-30$0
Total contributions received or receivable from employer(s)2023-04-30$254,937
2022 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2022 401k financial data
Total income from all sources2022-04-30$209,864
Expenses. Total of all expenses incurred2022-04-30$209,864
Benefits paid (including direct rollovers)2022-04-30$102,238
Value of fidelity bond covering the plan2022-04-30$10,000
Expenses. Other expenses not covered elsewhere2022-04-30$107,626
Net income (gross income less expenses)2022-04-30$0
Net plan assets at end of year (total assets less liabilities)2022-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2022-04-30$0
Total contributions received or receivable from employer(s)2022-04-30$209,864
2021 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2021 401k financial data
Total plan liabilities at beginning of year2021-04-30$0
Total income from all sources2021-04-30$197,122
Expenses. Total of all expenses incurred2021-04-30$197,122
Benefits paid (including direct rollovers)2021-04-30$91,408
Total plan assets at beginning of year2021-04-30$0
Value of fidelity bond covering the plan2021-04-30$25,000
Expenses. Other expenses not covered elsewhere2021-04-30$105,714
Net income (gross income less expenses)2021-04-30$0
Net plan assets at end of year (total assets less liabilities)2021-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2021-04-30$0
Total contributions received or receivable from employer(s)2021-04-30$197,122
2020 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2020 401k financial data
Total plan liabilities at end of year2020-04-30$0
Total plan liabilities at beginning of year2020-04-30$0
Total income from all sources2020-04-30$202,555
Expenses. Total of all expenses incurred2020-04-30$230,920
Benefits paid (including direct rollovers)2020-04-30$117,037
Total plan assets at end of year2020-04-30$0
Total plan assets at beginning of year2020-04-30$28,365
Value of fidelity bond covering the plan2020-04-30$25,000
Expenses. Other expenses not covered elsewhere2020-04-30$113,883
Net income (gross income less expenses)2020-04-30$-28,365
Net plan assets at end of year (total assets less liabilities)2020-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$28,365
Total contributions received or receivable from employer(s)2020-04-30$202,555
2019 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2019 401k financial data
Total plan liabilities at end of year2019-04-30$0
Total plan liabilities at beginning of year2019-04-30$0
Total income from all sources2019-04-30$177,054
Expenses. Total of all expenses incurred2019-04-30$148,689
Benefits paid (including direct rollovers)2019-04-30$58,094
Total plan assets at end of year2019-04-30$28,365
Total plan assets at beginning of year2019-04-30$0
Value of fidelity bond covering the plan2019-04-30$25,000
Expenses. Other expenses not covered elsewhere2019-04-30$90,595
Net income (gross income less expenses)2019-04-30$28,365
Net plan assets at end of year (total assets less liabilities)2019-04-30$28,365
Net plan assets at beginning of year (total assets less liabilities)2019-04-30$0
Total contributions received or receivable from employer(s)2019-04-30$177,054
2018 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2018 401k financial data
Total plan liabilities at end of year2018-04-30$0
Total plan liabilities at beginning of year2018-04-30$0
Total income from all sources2018-04-30$150,332
Expenses. Total of all expenses incurred2018-04-30$150,332
Benefits paid (including direct rollovers)2018-04-30$73,467
Total plan assets at end of year2018-04-30$0
Total plan assets at beginning of year2018-04-30$0
Value of fidelity bond covering the plan2018-04-30$20,000
Expenses. Other expenses not covered elsewhere2018-04-30$76,865
Net income (gross income less expenses)2018-04-30$0
Net plan assets at end of year (total assets less liabilities)2018-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$0
Total contributions received or receivable from employer(s)2018-04-30$150,332
2017 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2017 401k financial data
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$0
Total income from all sources2017-04-30$152,686
Expenses. Total of all expenses incurred2017-04-30$152,686
Benefits paid (including direct rollovers)2017-04-30$73,362
Total plan assets at end of year2017-04-30$0
Total plan assets at beginning of year2017-04-30$0
Value of fidelity bond covering the plan2017-04-30$20,000
Expenses. Other expenses not covered elsewhere2017-04-30$79,324
Net income (gross income less expenses)2017-04-30$0
Net plan assets at end of year (total assets less liabilities)2017-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$0
Total contributions received or receivable from employer(s)2017-04-30$152,686
2016 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2016 401k financial data
Total plan liabilities at end of year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$809
Total income from all sources2016-04-30$140,085
Expenses. Total of all expenses incurred2016-04-30$140,085
Benefits paid (including direct rollovers)2016-04-30$67,636
Total plan assets at end of year2016-04-30$0
Total plan assets at beginning of year2016-04-30$809
Value of fidelity bond covering the plan2016-04-30$15,000
Expenses. Other expenses not covered elsewhere2016-04-30$72,449
Net income (gross income less expenses)2016-04-30$0
Net plan assets at end of year (total assets less liabilities)2016-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$0
Total contributions received or receivable from employer(s)2016-04-30$140,085
2015 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2015 401k financial data
Total plan liabilities at end of year2015-04-30$809
Total plan liabilities at beginning of year2015-04-30$1,799
Total income from all sources2015-04-30$125,001
Expenses. Total of all expenses incurred2015-04-30$125,001
Benefits paid (including direct rollovers)2015-04-30$60,701
Total plan assets at end of year2015-04-30$809
Total plan assets at beginning of year2015-04-30$1,799
Value of fidelity bond covering the plan2015-04-30$25,000
Expenses. Other expenses not covered elsewhere2015-04-30$64,300
Net income (gross income less expenses)2015-04-30$0
Net plan assets at end of year (total assets less liabilities)2015-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$0
Total contributions received or receivable from employer(s)2015-04-30$125,001
2014 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2014 401k financial data
Total plan liabilities at end of year2014-04-30$1,799
Total plan liabilities at beginning of year2014-04-30$1,179
Total income from all sources2014-04-30$70,162
Expenses. Total of all expenses incurred2014-04-30$70,162
Benefits paid (including direct rollovers)2014-04-30$29,790
Total plan assets at end of year2014-04-30$1,799
Total plan assets at beginning of year2014-04-30$1,179
Value of fidelity bond covering the plan2014-04-30$10,000
Expenses. Other expenses not covered elsewhere2014-04-30$40,372
Net income (gross income less expenses)2014-04-30$0
Net plan assets at end of year (total assets less liabilities)2014-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$0
Total contributions received or receivable from employer(s)2014-04-30$70,162
2013 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2013 401k financial data
Total plan liabilities at end of year2013-04-30$1,179
Total plan liabilities at beginning of year2013-04-30$2,421
Total income from all sources2013-04-30$92,634
Expenses. Total of all expenses incurred2013-04-30$92,634
Benefits paid (including direct rollovers)2013-04-30$45,830
Total plan assets at end of year2013-04-30$1,179
Total plan assets at beginning of year2013-04-30$2,421
Expenses. Other expenses not covered elsewhere2013-04-30$46,804
Net income (gross income less expenses)2013-04-30$0
Net plan assets at end of year (total assets less liabilities)2013-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$0
Total contributions received or receivable from employer(s)2013-04-30$92,634
2012 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2012 401k financial data
Total plan liabilities at end of year2012-04-30$2,421
Total plan liabilities at beginning of year2012-04-30$1,670
Total income from all sources2012-04-30$96,026
Expenses. Total of all expenses incurred2012-04-30$100,710
Benefits paid (including direct rollovers)2012-04-30$51,557
Total plan assets at end of year2012-04-30$2,421
Total plan assets at beginning of year2012-04-30$6,354
Expenses. Other expenses not covered elsewhere2012-04-30$49,153
Net income (gross income less expenses)2012-04-30$-4,684
Net plan assets at end of year (total assets less liabilities)2012-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$4,684
Total contributions received or receivable from employer(s)2012-04-30$96,026
2011 : EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2011 401k financial data
Total plan liabilities at end of year2011-04-30$1,670
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$92,684
Expenses. Total of all expenses incurred2011-04-30$88,000
Benefits paid (including direct rollovers)2011-04-30$44,941
Total plan assets at end of year2011-04-30$6,354
Total plan assets at beginning of year2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$43,059
Net income (gross income less expenses)2011-04-30$4,684
Net plan assets at end of year (total assets less liabilities)2011-04-30$4,684
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$0
Total contributions received or receivable from employer(s)2011-04-30$92,684

Form 5500 Responses for EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC.

2022: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE HEALTH PLAN OF SCORDIA REST. GROUP, INC. 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14080 NFA 0188
Policy instance 1
Insurance contract or identification number14080 NFA 0188
Number of Individuals Covered10
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
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 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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $109,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14080 NFA 0188
Policy instance 1
Insurance contract or identification number14080 NFA 0188
Number of Individuals Covered32
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
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 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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $90,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14080 NFA 0188
Policy instance 1
Insurance contract or identification number14080 NFA 0188
Number of Individuals Covered35
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
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 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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $84,439
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14080 NFA 0188
Policy instance 1
Insurance contract or identification number14080 NFA 0188
Number of Individuals Covered37
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
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 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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $88,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14080 NFA 0188
Policy instance 1
Insurance contract or identification number14080 NFA 0188
Number of Individuals Covered39
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
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 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
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 $77,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14080 NFA 0188
Policy instance 1
Insurance contract or identification number14080 NFA 0188
Number of Individuals Covered25
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
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 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
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 $65,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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