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BOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameBOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN
Plan identification number 501

BOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

BOYS & GIRLS CLUBS OF GREATER HOUSTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUBS OF GREATER HOUSTON, INC.
Employer identification number (EIN):760270942
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-08-01KEVIN HATTERY2024-08-14

Plan Statistics for BOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN

401k plan membership statisitcs for BOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN

Measure Date Value
2023: BOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-08-01206
Total number of active participants reported on line 7a of the Form 55002023-08-01196
Number of retired or separated participants receiving benefits2023-08-010
Number of other retired or separated participants entitled to future benefits2023-08-016
Total of all active and inactive participants2023-08-01202

Form 5500 Responses for BOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN

2023: BOYS & GIRLS CLUBS OF GREATER HOUSTON HEALTH AND WELFARE PLAN 2023 form 5500 responses
2023-08-01Type of plan entitySingle employer plan
2023-08-01First time form 5500 has been submittedYes
2023-08-01Submission has been amendedNo
2023-08-01This submission is the final filingNo
2023-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-08-01Plan is a collectively bargained planNo
2023-08-01Plan funding arrangement – InsuranceYes
2023-08-01Plan funding arrangement – General assets of the sponsorYes
2023-08-01Plan benefit arrangement – InsuranceYes
2023-08-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00533166
Policy instance 1
Insurance contract or identification number00533166
Number of Individuals Covered199
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $17,069
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCRITICAL ILLNESS, AD&D, CANCER, ACCIDENT
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 $125,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number74518
Policy instance 2
Insurance contract or identification number74518
Number of Individuals Covered83
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $19,404
Total amount of fees paid to insurance companyUSD $432
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 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 $457,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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