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EMPLOYEE HEALTH PLAN OF R.E. MASSEY 401k Plan overview

Plan NameEMPLOYEE HEALTH PLAN OF R.E. MASSEY
Plan identification number 501

EMPLOYEE HEALTH PLAN OF R.E. MASSEY Benefits

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

401k Sponsoring company profile

R.E. MASSEY has sponsored the creation of one or more 401k plans.

Company Name:R.E. MASSEY
Employer identification number (EIN):742861837
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF R.E. MASSEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-05-01
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01LANCE MASSEY
5012016-05-01LANCE MASSEY
5012015-05-01LANCE MASSEY
5012014-05-01LANCE MASSEY
5012013-05-01LANCE MASSEY
5012012-05-01LANCE MASSEY
5012011-05-01LANCE MASSEY

Plan Statistics for EMPLOYEE HEALTH PLAN OF R.E. MASSEY

401k plan membership statisitcs for EMPLOYEE HEALTH PLAN OF R.E. MASSEY

Measure Date Value
2022: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2022 401k membership
Total participants, beginning-of-year2022-05-016
Total number of active participants reported on line 7a of the Form 55002022-05-016
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 participants2022-05-016
2021: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2021 401k membership
Total participants, beginning-of-year2021-05-014
Total number of active participants reported on line 7a of the Form 55002021-05-016
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 participants2021-05-016
2020: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2020 401k membership
Total participants, beginning-of-year2020-05-018
Total number of active participants reported on line 7a of the Form 55002020-05-016
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 participants2020-05-016
2019: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2019 401k membership
Total participants, beginning-of-year2019-05-019
Total number of active participants reported on line 7a of the Form 55002019-05-018
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 participants2019-05-018
2018: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2018 401k membership
Total participants, beginning-of-year2018-05-016
Total number of active participants reported on line 7a of the Form 55002018-05-017
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 participants2018-05-017
2017: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2017 401k membership
Total participants, beginning-of-year2017-05-016
Total number of active participants reported on line 7a of the Form 55002017-05-017
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 participants2017-05-017
2016: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2016 401k membership
Total participants, beginning-of-year2016-05-016
Total number of active participants reported on line 7a of the Form 55002016-05-017
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 participants2016-05-017
2015: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2015 401k membership
Total participants, beginning-of-year2015-05-016
Total number of active participants reported on line 7a of the Form 55002015-05-015
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 participants2015-05-015
2014: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2014 401k membership
Total participants, beginning-of-year2014-05-012
Total number of active participants reported on line 7a of the Form 55002014-05-015
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 participants2014-05-015
2013: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2013 401k membership
Total participants, beginning-of-year2013-05-012
Total number of active participants reported on line 7a of the Form 55002013-05-012
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 participants2013-05-012
2012: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2012 401k membership
Total participants, beginning-of-year2012-05-012
Total number of active participants reported on line 7a of the Form 55002012-05-012
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 participants2012-05-012
2011: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2011 401k membership
Total participants, beginning-of-year2011-05-012
Total number of active participants reported on line 7a of the Form 55002011-05-012
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 participants2011-05-012

Financial Data on EMPLOYEE HEALTH PLAN OF R.E. MASSEY

Measure Date Value
2023 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2023 401k financial data
Total income from all sources2023-04-30$15,822
Expenses. Total of all expenses incurred2023-04-30$15,822
Benefits paid (including direct rollovers)2023-04-30$6,907
Value of fidelity bond covering the plan2023-04-30$2,000
Expenses. Other expenses not covered elsewhere2023-04-30$8,915
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$15,822
2022 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2022 401k financial data
Total income from all sources2022-04-30$11,921
Expenses. Total of all expenses incurred2022-04-30$11,921
Benefits paid (including direct rollovers)2022-04-30$5,259
Value of fidelity bond covering the plan2022-04-30$1,000
Expenses. Other expenses not covered elsewhere2022-04-30$6,662
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$11,921
2021 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2021 401k financial data
Total plan liabilities at beginning of year2021-04-30$0
Total income from all sources2021-04-30$17,703
Expenses. Total of all expenses incurred2021-04-30$23,765
Benefits paid (including direct rollovers)2021-04-30$13,877
Total plan assets at beginning of year2021-04-30$6,062
Value of fidelity bond covering the plan2021-04-30$10,000
Expenses. Other expenses not covered elsewhere2021-04-30$9,888
Net income (gross income less expenses)2021-04-30$-6,062
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$6,062
Total contributions received or receivable from employer(s)2021-04-30$17,703
2020 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 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$17,108
Expenses. Total of all expenses incurred2020-04-30$16,052
Benefits paid (including direct rollovers)2020-04-30$6,459
Total plan assets at end of year2020-04-30$6,062
Total plan assets at beginning of year2020-04-30$5,006
Value of fidelity bond covering the plan2020-04-30$10,000
Expenses. Other expenses not covered elsewhere2020-04-30$9,593
Net income (gross income less expenses)2020-04-30$1,056
Net plan assets at end of year (total assets less liabilities)2020-04-30$6,062
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$5,006
Total contributions received or receivable from employer(s)2020-04-30$17,108
2019 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2019 401k financial data
Total plan liabilities at beginning of year2019-04-30$0
Total income from all sources2019-04-30$14,394
Expenses. Total of all expenses incurred2019-04-30$13,424
Benefits paid (including direct rollovers)2019-04-30$5,252
Total plan assets at end of year2019-04-30$5,006
Total plan assets at beginning of year2019-04-30$4,036
Value of fidelity bond covering the plan2019-04-30$10,000
Expenses. Other expenses not covered elsewhere2019-04-30$8,172
Net income (gross income less expenses)2019-04-30$970
Net plan assets at end of year (total assets less liabilities)2019-04-30$5,006
Net plan assets at beginning of year (total assets less liabilities)2019-04-30$4,036
Total contributions received or receivable from employer(s)2019-04-30$14,394
2018 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 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$14,110
Expenses. Total of all expenses incurred2018-04-30$13,409
Benefits paid (including direct rollovers)2018-04-30$5,427
Total plan assets at end of year2018-04-30$4,036
Total plan assets at beginning of year2018-04-30$3,335
Value of fidelity bond covering the plan2018-04-30$5,000
Expenses. Other expenses not covered elsewhere2018-04-30$7,982
Net income (gross income less expenses)2018-04-30$701
Net plan assets at end of year (total assets less liabilities)2018-04-30$4,036
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$3,335
Total contributions received or receivable from employer(s)2018-04-30$14,110
2017 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 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$11,900
Expenses. Total of all expenses incurred2017-04-30$12,146
Benefits paid (including direct rollovers)2017-04-30$5,521
Total plan assets at end of year2017-04-30$3,335
Total plan assets at beginning of year2017-04-30$3,581
Value of fidelity bond covering the plan2017-04-30$5,000
Expenses. Other expenses not covered elsewhere2017-04-30$6,625
Net income (gross income less expenses)2017-04-30$-246
Net plan assets at end of year (total assets less liabilities)2017-04-30$3,335
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$3,581
Total contributions received or receivable from employer(s)2017-04-30$11,900
2016 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2016 401k financial data
Total plan liabilities at end of year2016-04-30$0
Total plan liabilities at beginning of year2016-04-30$0
Total income from all sources2016-04-30$6,806
Expenses. Total of all expenses incurred2016-04-30$6,493
Benefits paid (including direct rollovers)2016-04-30$2,188
Total plan assets at end of year2016-04-30$3,581
Total plan assets at beginning of year2016-04-30$3,268
Value of fidelity bond covering the plan2016-04-30$5,000
Expenses. Other expenses not covered elsewhere2016-04-30$4,305
Net income (gross income less expenses)2016-04-30$313
Net plan assets at end of year (total assets less liabilities)2016-04-30$3,581
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$3,268
Total contributions received or receivable from employer(s)2016-04-30$6,806
2015 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2015 401k financial data
Total plan liabilities at end of year2015-04-30$0
Total plan liabilities at beginning of year2015-04-30$26
Total income from all sources2015-04-30$6,101
Expenses. Total of all expenses incurred2015-04-30$3,766
Benefits paid (including direct rollovers)2015-04-30$0
Total plan assets at end of year2015-04-30$3,268
Total plan assets at beginning of year2015-04-30$959
Value of fidelity bond covering the plan2015-04-30$1,000
Expenses. Other expenses not covered elsewhere2015-04-30$3,766
Net income (gross income less expenses)2015-04-30$2,335
Net plan assets at end of year (total assets less liabilities)2015-04-30$3,268
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$933
Total contributions received or receivable from employer(s)2015-04-30$6,101
2014 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2014 401k financial data
Total plan liabilities at end of year2014-04-30$26
Total plan liabilities at beginning of year2014-04-30$44
Total income from all sources2014-04-30$1,337
Expenses. Total of all expenses incurred2014-04-30$524
Benefits paid (including direct rollovers)2014-04-30$0
Total plan assets at end of year2014-04-30$959
Total plan assets at beginning of year2014-04-30$164
Value of fidelity bond covering the plan2014-04-30$1,000
Expenses. Other expenses not covered elsewhere2014-04-30$524
Net income (gross income less expenses)2014-04-30$813
Net plan assets at end of year (total assets less liabilities)2014-04-30$933
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$120
Total contributions received or receivable from employer(s)2014-04-30$1,337
2013 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2013 401k financial data
Total plan liabilities at end of year2013-04-30$44
Total plan liabilities at beginning of year2013-04-30$33
Total income from all sources2013-04-30$1,286
Expenses. Total of all expenses incurred2013-04-30$1,166
Benefits paid (including direct rollovers)2013-04-30$744
Total plan assets at end of year2013-04-30$164
Total plan assets at beginning of year2013-04-30$33
Expenses. Other expenses not covered elsewhere2013-04-30$422
Net income (gross income less expenses)2013-04-30$120
Net plan assets at end of year (total assets less liabilities)2013-04-30$120
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$1,286
2012 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2012 401k financial data
Total plan liabilities at end of year2012-04-30$33
Total plan liabilities at beginning of year2012-04-30$0
Total income from all sources2012-04-30$1,224
Expenses. Total of all expenses incurred2012-04-30$1,576
Benefits paid (including direct rollovers)2012-04-30$1,159
Total plan assets at end of year2012-04-30$33
Total plan assets at beginning of year2012-04-30$352
Expenses. Other expenses not covered elsewhere2012-04-30$417
Net income (gross income less expenses)2012-04-30$-352
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$352
Total contributions received or receivable from employer(s)2012-04-30$1,224
2011 : EMPLOYEE HEALTH PLAN OF R.E. MASSEY 2011 401k financial data
Total plan liabilities at end of year2011-04-30$0
Total plan liabilities at beginning of year2011-04-30$0
Total income from all sources2011-04-30$580
Expenses. Total of all expenses incurred2011-04-30$228
Benefits paid (including direct rollovers)2011-04-30$0
Total plan assets at end of year2011-04-30$352
Total plan assets at beginning of year2011-04-30$0
Expenses. Other expenses not covered elsewhere2011-04-30$228
Net income (gross income less expenses)2011-04-30$352
Net plan assets at end of year (total assets less liabilities)2011-04-30$352
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$580

Form 5500 Responses for EMPLOYEE HEALTH PLAN OF R.E. MASSEY

2022: EMPLOYEE HEALTH PLAN OF R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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 R.E. MASSEY 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: 0 )
Policy contract number30004 NFA 0322
Policy instance 1
Insurance contract or identification number30004 NFA 0322
Number of Individuals Covered7
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 $6,527
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: 0 )
Policy contract number30004 NFA 0322
Policy instance 1
Insurance contract or identification number30004 NFA 0322
Number of Individuals Covered7
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 BenefitNo
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 $4,794
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: 0 )
Policy contract number30004 NFA 0322
Policy instance 1
Insurance contract or identification number30004 NFA 0322
Number of Individuals Covered7
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 BenefitNo
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 $7,280
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: 0 )
Policy contract number30004 NFA 0322
Policy instance 1
Insurance contract or identification number30004 NFA 0322
Number of Individuals Covered10
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 BenefitNo
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 $6,679
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: 0 )
Policy contract number30004 NFA 0322
Policy instance 1
Insurance contract or identification number30004 NFA 0322
Number of Individuals Covered9
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 $5,594
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: 0 )
Policy contract number30004 NFA 0322
Policy instance 1
Insurance contract or identification number30004 NFA 0322
Number of Individuals Covered9
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 $5,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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