NATIONAL CITIES CORPORATION I, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP
401k plan membership statisitcs for EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP
| Measure | Date | Value |
|---|
| 2022: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 23 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 23 |
| 2021: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 23 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 23 |
| 2020: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 22 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 22 |
| Total participants, beginning-of-year | 2020-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 35 |
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $161,352 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $190,542 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $90,082 |
| Total plan assets at end of year | 2023-04-30 | $33,126 |
| Total plan assets at beginning of year | 2023-04-30 | $62,316 |
| Value of fidelity bond covering the plan | 2023-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $100,460 |
| Net income (gross income less expenses) | 2023-04-30 | $-29,190 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $33,126 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $62,316 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $161,352 |
| 2022 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $170,146 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $134,220 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $45,621 |
| Total plan assets at end of year | 2022-04-30 | $62,316 |
| Total plan assets at beginning of year | 2022-04-30 | $26,390 |
| Value of fidelity bond covering the plan | 2022-04-30 | $9,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $88,599 |
| Net income (gross income less expenses) | 2022-04-30 | $35,926 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $62,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $26,390 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $170,146 |
| 2021 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $180,347 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $177,989 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $85,257 |
| Total plan assets at end of year | 2021-04-30 | $26,390 |
| Total plan assets at beginning of year | 2021-04-30 | $24,032 |
| Value of fidelity bond covering the plan | 2021-04-30 | $35,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $92,732 |
| Net income (gross income less expenses) | 2021-04-30 | $2,358 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $26,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $24,032 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $180,347 |
| 2020 : EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $73,744 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $49,712 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $11,687 |
| Total plan assets at end of year | 2020-04-30 | $24,032 |
| Value of fidelity bond covering the plan | 2020-04-30 | $35,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $38,025 |
| Net income (gross income less expenses) | 2020-04-30 | $24,032 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $24,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $73,744 |
| 2022: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEE HEALTH PLAN OF NATIONAL CITIES CORPORATION I LP 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 50020NFA0774 |
| Policy instance | 1 |
| Insurance contract or identification number | 50020NFA0774 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $67,304 | | 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 number | 50020NFA0774 |
| Policy instance | 1 |
| Insurance contract or identification number | 50020NFA0774 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $70,788 | | 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 number | 46001 NFA 0717 |
| Policy instance | 1 |
| Insurance contract or identification number | 46001 NFA 0717 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $73,723 | | 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 number | 46001 NFA 0717 |
| Policy instance | 1 |
| Insurance contract or identification number | 46001 NFA 0717 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-04-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $30,109 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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