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| Plan Name | BERRYDUNN GROUP LIFE INSURANCE PLAN |
| Plan identification number | 509 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | BERRY DUNN MCNEIL & PARKER |
| Employer identification number (EIN): | 010391345 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 509 | 2022-01-01 | DAVID A. ERB | 2023-10-15 | ||
| 509 | 2021-01-01 | DAVID A. ERB | 2022-10-14 | ||
| 509 | 2020-01-01 | DAVID A. ERB | 2021-10-08 |
| Measure | Date | Value |
|---|---|---|
| 2022: BERRYDUNN GROUP LIFE INSURANCE PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 212 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 267 |
| Total of all active and inactive participants | 2022-01-01 | 267 |
| 2021: BERRYDUNN GROUP LIFE INSURANCE PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 199 |
| Total of all active and inactive participants | 2021-01-01 | 199 |
| 2020: BERRYDUNN GROUP LIFE INSURANCE PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 123 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 148 |
| Total of all active and inactive participants | 2020-01-01 | 148 |
| 2022: BERRYDUNN GROUP LIFE INSURANCE PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: BERRYDUNN GROUP LIFE INSURANCE PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: BERRYDUNN GROUP LIFE INSURANCE PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | First time form 5500 has been submitted | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||
| Policy contract number | 245437 | ||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||
| Policy contract number | 245437 | ||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||
| Policy contract number | 245437 | ||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||
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