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ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 401k Plan overview

Plan NameALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN
Plan identification number 506

ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN Benefits

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

401k Sponsoring company profile

ALLEGIANT MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ALLEGIANT MANAGEMENT CORPORATION
Employer identification number (EIN):020415096
NAIC Classification:561300

Additional information about ALLEGIANT MANAGEMENT CORPORATION

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1990-10-23
Company Identification Number: 61737
Legal Registered Office Address: 400 CORNERSTONE DR #240

WILLISTON
United States of America (USA)
05495

More information about ALLEGIANT MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062016-01-01LORI WHEELER
5062015-01-01LORI WHEELER
5062014-01-01LORI WHEELER
5062013-01-01LORI WHEELER
5062012-01-01LORI WHEELER
5062011-01-01LORI WHEELER
5062010-01-01LORI WHEELER
5062009-01-01LORI TONKIN

Plan Statistics for ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN

401k plan membership statisitcs for ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN

Measure Date Value
2016: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
2015: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0135
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0119
2014: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0150
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0135
2013: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0167
Total number of active participants reported on line 7a of the Form 55002013-01-0148
Total of all active and inactive participants2013-01-0148
2012: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0169
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Total of all active and inactive participants2012-01-0167
2011: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0198
Total number of active participants reported on line 7a of the Form 55002011-01-0169
Total of all active and inactive participants2011-01-0169
2010: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01115
Total number of active participants reported on line 7a of the Form 55002010-01-0198
Total of all active and inactive participants2010-01-0198
2009: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Total of all active and inactive participants2009-01-01115

Financial Data on ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN

Measure Date Value
2016 : ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$813
Total plan liabilities at beginning of year2016-12-31$603
Total income from all sources2016-12-31$182,162
Expenses. Total of all expenses incurred2016-12-31$182,162
Benefits paid (including direct rollovers)2016-12-31$157,823
Total plan assets at end of year2016-12-31$373,833
Total plan assets at beginning of year2016-12-31$373,623
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$182,162
Net plan assets at end of year (total assets less liabilities)2016-12-31$373,020
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$373,020
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$24,339
2015 : ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$603
Total plan liabilities at beginning of year2015-12-31$622
Total income from all sources2015-12-31$211,681
Expenses. Total of all expenses incurred2015-12-31$211,681
Benefits paid (including direct rollovers)2015-12-31$186,823
Total plan assets at end of year2015-12-31$373,623
Total plan assets at beginning of year2015-12-31$373,642
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$211,681
Net plan assets at end of year (total assets less liabilities)2015-12-31$373,020
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$373,020
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$24,858
2014 : ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$622
Total plan liabilities at beginning of year2014-12-31$1,733
Total income from all sources2014-12-31$333,083
Expenses. Total of all expenses incurred2014-12-31$333,083
Benefits paid (including direct rollovers)2014-12-31$303,410
Total plan assets at end of year2014-12-31$373,642
Total plan assets at beginning of year2014-12-31$374,753
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$333,083
Net plan assets at end of year (total assets less liabilities)2014-12-31$373,020
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$373,020
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$29,673
2013 : ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,733
Total plan liabilities at beginning of year2013-12-31$861
Total income from all sources2013-12-31$567,395
Expenses. Total of all expenses incurred2013-12-31$567,395
Benefits paid (including direct rollovers)2013-12-31$532,747
Total plan assets at end of year2013-12-31$374,753
Total plan assets at beginning of year2013-12-31$373,881
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$567,395
Net plan assets at end of year (total assets less liabilities)2013-12-31$373,020
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$373,020
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$34,648
2012 : ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$861
Total plan liabilities at beginning of year2012-12-31$806
Total income from all sources2012-12-31$752,025
Expenses. Total of all expenses incurred2012-12-31$752,025
Benefits paid (including direct rollovers)2012-12-31$720,342
Total plan assets at end of year2012-12-31$373,881
Total plan assets at beginning of year2012-12-31$373,826
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$752,025
Net plan assets at end of year (total assets less liabilities)2012-12-31$373,020
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$373,020
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$31,683
2011 : ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$806
Total plan liabilities at beginning of year2011-12-31$500
Total income from all sources2011-12-31$948,293
Expenses. Total of all expenses incurred2011-12-31$948,293
Benefits paid (including direct rollovers)2011-12-31$901,554
Total plan assets at end of year2011-12-31$373,826
Total plan assets at beginning of year2011-12-31$373,520
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$948,293
Net plan assets at end of year (total assets less liabilities)2011-12-31$373,020
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$373,020
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$46,739
2010 : ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,756
Total income from all sources (including contributions)2010-12-31$1,077,596
Total of all expenses incurred2010-12-31$1,077,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,042,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,077,596
Value of total assets at end of year2010-12-31$373,520
Value of total assets at beginning of year2010-12-31$391,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,077,596
Participant contributions at end of year2010-12-31$373,520
Participant contributions at beginning of year2010-12-31$391,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$17,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net assets at end of year (total assets less liabilities)2010-12-31$373,020
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$373,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,005,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$37,602
Contract administrator fees2010-12-31$34,707
Liabilities. Value of benefit claims payable at end of year2010-12-31$500
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$893
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MURPHY,POWERS AND WILSON CPAS
Accountancy firm EIN2010-12-31020466387

Form 5500 Responses for ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN

2016: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: ALLEGIANT MANAGEMENT CORPORATION FLEXIBLE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. (National Association of Insurance Commissioners NAIC id number: 53759 )
Policy contract number348619
Policy instance 1
Insurance contract or identification number348619
Number of Individuals Covered9
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $155,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameHAYS GROUP INC
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberU 7892
Policy instance 2
Insurance contract or identification numberU 7892
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberU 7892
Policy instance 2
Insurance contract or identification numberU 7892
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. (National Association of Insurance Commissioners NAIC id number: 53759 )
Policy contract number348619
Policy instance 1
Insurance contract or identification number348619
Number of Individuals Covered35
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $1,120
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $280,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,120
Insurance broker nameHAYS GROUP INC
ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. (National Association of Insurance Commissioners NAIC id number: 53759 )
Policy contract number348619
Policy instance 1
Insurance contract or identification number348619
Number of Individuals Covered40
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $15,008
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $495,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,008
Insurance broker nameHAYS GROUP INC
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberU 7892
Policy instance 2
Insurance contract or identification numberU 7892
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberU 7892
Policy instance 2
Insurance contract or identification numberU 7892
Number of Individuals Covered9
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. (National Association of Insurance Commissioners NAIC id number: 53759 )
Policy contract number348619
Policy instance 1
Insurance contract or identification number348619
Number of Individuals Covered58
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $18,404
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $676,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,404
Insurance broker nameHAYS GROUP INC
ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. (National Association of Insurance Commissioners NAIC id number: 53759 )
Policy contract number348619
Policy instance 1
Insurance contract or identification number348619
Number of Individuals Covered62
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $859,976
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberU 7892
Policy instance 2
Insurance contract or identification numberU 7892
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS OF NEW HAMPSHIRE, INC. (National Association of Insurance Commissioners NAIC id number: 53759 )
Policy contract number348619
Policy instance 1
Insurance contract or identification number348619
Number of Individuals Covered91
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $987,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameANTHEM BC/BS
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberU 7892
Policy instance 2
Insurance contract or identification numberU 7892
Number of Individuals Covered7
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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