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THE BURGESS GROUP STD PLAN 401k Plan overview

Plan NameTHE BURGESS GROUP STD PLAN
Plan identification number 505

THE BURGESS GROUP STD PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

THE BURGESS GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE BURGESS GROUP, LLC
Employer identification number (EIN):364274678
NAIC Classification:511210
NAIC Description:Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BURGESS GROUP STD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052021-10-01BENJAMIN HUHN2022-09-21
5052020-10-01BENJAMIN HUHN2022-04-22

Plan Statistics for THE BURGESS GROUP STD PLAN

401k plan membership statisitcs for THE BURGESS GROUP STD PLAN

Measure Date Value
2021: THE BURGESS GROUP STD PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01130
Total number of active participants reported on line 7a of the Form 55002021-10-010
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 participants2021-10-010
Number of employers contributing to the scheme2021-10-010
2020: THE BURGESS GROUP STD PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01100
Total number of active participants reported on line 7a of the Form 55002020-10-01130
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 participants2020-10-01130
Number of employers contributing to the scheme2020-10-010

Form 5500 Responses for THE BURGESS GROUP STD PLAN

2021: THE BURGESS GROUP STD PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingYes
2021-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: THE BURGESS GROUP STD PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01First time form 5500 has been submittedYes
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD612400
Policy instance 1
Insurance contract or identification numberSGD612400
Number of Individuals Covered103
Insurance policy start date2021-10-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $856
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $856
Amount paid for insurance broker fees0
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD612400
Policy instance 1
Insurance contract or identification numberSGD612400
Number of Individuals Covered100
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $2,736
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,406
Amount paid for insurance broker fees0
Insurance broker organization code?3

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