ENERGY MANAGEMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST
401k plan membership statisitcs for ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 39 |
| Total of all active and inactive participants | 2022-08-01 | 39 |
| 2021: ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 39 |
| Total of all active and inactive participants | 2021-08-01 | 39 |
| 2020: ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 35 |
| Total of all active and inactive participants | 2020-08-01 | 35 |
| 2019: ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 29 |
| Total of all active and inactive participants | 2019-08-01 | 29 |
| Measure | Date | Value |
|---|
| 2023 : ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-07-31 | $464,480 |
| Expenses. Total of all expenses incurred | 2023-07-31 | $459,867 |
| Benefits paid (including direct rollovers) | 2023-07-31 | $431,245 |
| Total plan assets at end of year | 2023-07-31 | $49,443 |
| Total plan assets at beginning of year | 2023-07-31 | $44,830 |
| Expenses. Other expenses not covered elsewhere | 2023-07-31 | $28,622 |
| Net income (gross income less expenses) | 2023-07-31 | $4,613 |
| Net plan assets at end of year (total assets less liabilities) | 2023-07-31 | $49,443 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-07-31 | $44,830 |
| Total contributions received or receivable from employer(s) | 2023-07-31 | $464,480 |
| 2022 : ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-07-31 | $420,399 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $406,489 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $380,974 |
| Total plan assets at end of year | 2022-07-31 | $44,830 |
| Total plan assets at beginning of year | 2022-07-31 | $30,920 |
| Expenses. Other expenses not covered elsewhere | 2022-07-31 | $25,515 |
| Net income (gross income less expenses) | 2022-07-31 | $13,910 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $44,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $30,920 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $420,399 |
| 2021 : ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-07-31 | $379,766 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $361,136 |
| Benefits paid (including direct rollovers) | 2021-07-31 | $338,177 |
| Total plan assets at end of year | 2021-07-31 | $30,920 |
| Total plan assets at beginning of year | 2021-07-31 | $12,290 |
| Expenses. Other expenses not covered elsewhere | 2021-07-31 | $22,959 |
| Net income (gross income less expenses) | 2021-07-31 | $18,630 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $30,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $12,290 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $379,766 |
| 2020 : ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-07-31 | $159,601 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $147,311 |
| Benefits paid (including direct rollovers) | 2020-07-31 | $136,656 |
| Total plan assets at end of year | 2020-07-31 | $12,290 |
| Expenses. Other expenses not covered elsewhere | 2020-07-31 | $10,655 |
| Net income (gross income less expenses) | 2020-07-31 | $12,290 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $12,290 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $159,601 |
| 2022: ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan funding arrangement – Trust | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – Trust | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – Trust | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ENERGY MANAGEMENT COMPANY, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | First time form 5500 has been submitted | Yes |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 39 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $25,170 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $413,790 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 22695 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 39 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $23,070 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $362,469 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 20800 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 35 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $20,864 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $322,117 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 18819 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 29 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,580 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $131,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 7730 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
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