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BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 401k Plan overview

Plan NameBENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST
Plan identification number 001

BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BENEFIT MANAGEMENT ADMINISTRATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:BENEFIT MANAGEMENT ADMINISTRATORS, INC.
Employer identification number (EIN):383294808
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about BENEFIT MANAGEMENT ADMINISTRATORS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1993-04-15
Company Identification Number: 0126734000
Legal Registered Office Address: 11550 W INTERSTATE 10 STE 220

SAN ANTONIO
United States of America (USA)
78230

More information about BENEFIT MANAGEMENT ADMINISTRATORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SARA KAHL2023-10-13
0012021-01-01SARA KAHL2022-10-17
0012020-01-01HENRY EVAN BLEDSOE2021-10-12
0012019-01-01
0012018-01-01
0012017-01-01FREDERICKA HAYES
0012016-01-01FREDERICKA HAYES
0012016-01-01
0012015-01-01JOHN FLIETSTRA
0012015-01-01
0012014-01-01GEORGETTE BLEDSOE2015-10-15
0012013-01-01GEORGETTE BLEDSOE2014-10-15
0012012-01-01GEORGETTE BLEDSOE2013-10-14
0012011-01-01GEORGETTE BLEDSOE2012-10-11
0012010-01-01GEORGETTE BLEDSOE2011-08-24

Plan Statistics for BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST

401k plan membership statisitcs for BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST

Measure Date Value
2019: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST

Measure Date Value
2019 : BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$5,249
Expenses. Total of all expenses incurred2019-12-31$763
Total plan assets at end of year2019-12-31$34,595
Total plan assets at beginning of year2019-12-31$30,109
Value of fidelity bond covering the plan2019-12-31$10,000
Total contributions received or receivable from participants2019-12-31$445
Assets. Value of loans (other than to participants)2019-12-31$8,026
Other income received2019-12-31$4,804
Net income (gross income less expenses)2019-12-31$4,486
Net plan assets at end of year (total assets less liabilities)2019-12-31$34,595
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$30,109
Total contributions received or receivable from employer(s)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$763
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$-630
Expenses. Total of all expenses incurred2018-12-31$683
Total plan assets at end of year2018-12-31$30,109
Total plan assets at beginning of year2018-12-31$31,422
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$600
Assets. Value of loans (other than to participants)2018-12-31$30
Other income received2018-12-31$-1,230
Net income (gross income less expenses)2018-12-31$-1,313
Net plan assets at end of year (total assets less liabilities)2018-12-31$30,109
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$31,422
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$683
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$5,869
Expenses. Total of all expenses incurred2017-12-31$611
Total plan assets at end of year2017-12-31$31,422
Total plan assets at beginning of year2017-12-31$26,164
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$1,177
Assets. Value of loans (other than to participants)2017-12-31$129
Other income received2017-12-31$4,692
Net income (gross income less expenses)2017-12-31$5,258
Net plan assets at end of year (total assets less liabilities)2017-12-31$31,422
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$26,164
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$5,187
Expenses. Total of all expenses incurred2016-12-31$34,995
Benefits paid (including direct rollovers)2016-12-31$34,093
Total plan assets at end of year2016-12-31$26,763
Total plan assets at beginning of year2016-12-31$56,571
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$1,378
Assets. Value of loans (other than to participants)2016-12-31$1,065
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$3,809
Net income (gross income less expenses)2016-12-31$-29,808
Net plan assets at end of year (total assets less liabilities)2016-12-31$26,763
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$56,571
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-1,015
Expenses. Total of all expenses incurred2015-12-31$5,737
Benefits paid (including direct rollovers)2015-12-31$4,413
Total plan assets at end of year2015-12-31$56,571
Total plan assets at beginning of year2015-12-31$63,323
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$1,411
Other income received2015-12-31$-4,055
Net income (gross income less expenses)2015-12-31$-6,752
Net plan assets at end of year (total assets less liabilities)2015-12-31$56,571
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$63,323
Assets. Value of participant loans2015-12-31$1,952
Total contributions received or receivable from employer(s)2015-12-31$1,629
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,324
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST

2019: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENEFIT MANAGEMENT ADMINISTRATORS, INC. 401K SALARY REDUCTION PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number67356/F3AI
Policy instance 1
Insurance contract or identification number67356/F3AI
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $19
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number67356/F3AI
Policy instance 1
Insurance contract or identification number67356/F3AI
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21
Total amount of fees paid to insurance companyUSD $15
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number67356/F3AI
Policy instance 1
Insurance contract or identification number67356/F3AI
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $34
Total amount of fees paid to insurance companyUSD $23
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34
Amount paid for insurance broker fees6
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?4
Insurance broker namePPG RETIREMENT PLAN SERVICES LTD
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number67356/F3AI
Policy instance 1
Insurance contract or identification number67356/F3AI
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $54
Total amount of fees paid to insurance companyUSD $58
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION

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