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BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

BGA HOLDINGS CO. has sponsored the creation of one or more 401k plans.

Company Name:BGA HOLDINGS CO.
Employer identification number (EIN):141984895
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01DONALD BAKER
0022023-01-01DONALD BAKER2024-10-09
0022022-01-01DONALD BAKER2023-10-13
0022021-01-01DONALD BAKER2022-10-13
0022020-01-01ALAN GOLD, CPA2021-10-14
0022020-01-01SHAWN T. PARKER, CPC, QPA, ERPA2022-03-02
0022019-01-01ALAN GOLD, CPA2020-10-13
0022018-01-01ALAN GOLD, CPA2019-09-06
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022011-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0022010-01-01ALAN GOLD, CPA
0022009-01-01ALAN GOLD, CPA

Financial Data on BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$9,505,400
Total plan liabilities at beginning of year2023-12-31$9,853,789
Total income from all sources2023-12-31$4,435,849
Expenses. Total of all expenses incurred2023-12-31$1,194,472
Benefits paid (including direct rollovers)2023-12-31$879,253
Total plan assets at end of year2023-12-31$26,794,243
Total plan assets at beginning of year2023-12-31$23,901,255
Value of fidelity bond covering the plan2023-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$315,219
Other income received2023-12-31$3,160,849
Net income (gross income less expenses)2023-12-31$3,241,377
Net plan assets at end of year (total assets less liabilities)2023-12-31$17,288,843
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$14,047,466
Assets. Value of employer securities2023-12-31$25,293,000
Total contributions received or receivable from employer(s)2023-12-31$1,275,000
2022 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$9,853,789
Total plan liabilities at beginning of year2022-12-31$10,202,591
Total income from all sources2022-12-31$6,597,560
Expenses. Total of all expenses incurred2022-12-31$655,275
Benefits paid (including direct rollovers)2022-12-31$330,912
Total plan assets at end of year2022-12-31$23,901,255
Total plan assets at beginning of year2022-12-31$18,307,772
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$324,363
Other income received2022-12-31$5,382,560
Net income (gross income less expenses)2022-12-31$5,942,285
Net plan assets at end of year (total assets less liabilities)2022-12-31$14,047,466
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,105,181
Assets. Value of employer securities2022-12-31$22,150,160
Total contributions received or receivable from employer(s)2022-12-31$1,215,000
2021 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$10,202,591
Total plan liabilities at beginning of year2021-12-31$10,543,915
Total income from all sources2021-12-31$-4,444,345
Expenses. Total of all expenses incurred2021-12-31$420,010
Benefits paid (including direct rollovers)2021-12-31$86,773
Total plan assets at end of year2021-12-31$18,307,772
Total plan assets at beginning of year2021-12-31$23,513,451
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$333,237
Other income received2021-12-31$-5,569,345
Net income (gross income less expenses)2021-12-31$-4,864,355
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,105,181
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,969,536
Assets. Value of employer securities2021-12-31$16,771,312
Total contributions received or receivable from employer(s)2021-12-31$1,125,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$10,543,915
Total plan liabilities at beginning of year2020-12-31$10,713,146
Total income from all sources2020-12-31$2,026,424
Expenses. Total of all expenses incurred2020-12-31$161,335
Benefits paid (including direct rollovers)2020-12-31$136,335
Total plan assets at end of year2020-12-31$23,688,451
Total plan assets at beginning of year2020-12-31$21,992,593
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$25,000
Other income received2020-12-31$1,501,424
Net income (gross income less expenses)2020-12-31$1,865,089
Net plan assets at end of year (total assets less liabilities)2020-12-31$13,144,536
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$11,279,447
Assets. Value of employer securities2020-12-31$11,930,000
Total contributions received or receivable from employer(s)2020-12-31$525,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$10,713,146
Total plan liabilities at beginning of year2019-12-31$622,729
Total income from all sources2019-12-31$2,810,701
Expenses. Total of all expenses incurred2019-12-31$175,601
Benefits paid (including direct rollovers)2019-12-31$150,601
Total plan assets at end of year2019-12-31$21,992,593
Total plan assets at beginning of year2019-12-31$9,267,076
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$25,000
Other income received2019-12-31$2,060,701
Net income (gross income less expenses)2019-12-31$2,635,100
Net plan assets at end of year (total assets less liabilities)2019-12-31$11,279,447
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,644,347
Assets. Value of employer securities2019-12-31$10,430,000
Total contributions received or receivable from employer(s)2019-12-31$750,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$622,729
Total plan liabilities at beginning of year2018-12-31$1,407,243
Total income from all sources2018-12-31$2,012,328
Expenses. Total of all expenses incurred2018-12-31$306,057
Benefits paid (including direct rollovers)2018-12-31$281,057
Total plan assets at end of year2018-12-31$9,267,076
Total plan assets at beginning of year2018-12-31$8,345,319
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$25,000
Other income received2018-12-31$1,062,328
Net income (gross income less expenses)2018-12-31$1,706,271
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,644,347
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,938,076
Assets. Value of employer securities2018-12-31$7,886,384
Total contributions received or receivable from employer(s)2018-12-31$950,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,407,243
Total plan liabilities at beginning of year2017-12-31$2,210,200
Total income from all sources2017-12-31$1,811,420
Expenses. Total of all expenses incurred2017-12-31$372,551
Benefits paid (including direct rollovers)2017-12-31$188,764
Total plan assets at end of year2017-12-31$8,345,319
Total plan assets at beginning of year2017-12-31$7,709,407
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$183,787
Other income received2017-12-31$1,011,419
Net income (gross income less expenses)2017-12-31$1,438,869
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,938,076
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,499,207
Assets. Value of employer securities2017-12-31$7,414,359
Total contributions received or receivable from employer(s)2017-12-31$800,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,210,200
Total plan liabilities at beginning of year2016-12-31$3,024,014
Total income from all sources2016-12-31$1,936,294
Expenses. Total of all expenses incurred2016-12-31$473,083
Benefits paid (including direct rollovers)2016-12-31$448,083
Total plan assets at end of year2016-12-31$7,709,407
Total plan assets at beginning of year2016-12-31$7,060,010
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$25,000
Other income received2016-12-31$1,227,508
Net income (gross income less expenses)2016-12-31$1,463,211
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,499,207
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,035,996
Assets. Value of employer securities2016-12-31$7,040,301
Total contributions received or receivable from employer(s)2016-12-31$708,786
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$3,024,014
Total plan liabilities at beginning of year2015-12-31$3,345,168
Total income from all sources2015-12-31$1,001,065
Expenses. Total of all expenses incurred2015-12-31$782,575
Benefits paid (including direct rollovers)2015-12-31$757,575
Total plan assets at end of year2015-12-31$7,060,010
Total plan assets at beginning of year2015-12-31$7,162,674
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$25,000
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$426,065
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$218,490
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,035,996
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,817,506
Assets. Value of employer securities2015-12-31$6,571,513
Total contributions received or receivable from employer(s)2015-12-31$575,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$3,345,168
Total plan liabilities at beginning of year2014-12-31$3,470,626
Total income from all sources2014-12-31$892,485
Expenses. Total of all expenses incurred2014-12-31$735,540
Benefits paid (including direct rollovers)2014-12-31$710,540
Total plan assets at end of year2014-12-31$7,162,674
Total plan assets at beginning of year2014-12-31$7,131,187
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$25,000
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$417,485
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$156,945
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,817,506
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,660,561
Assets. Value of employer securities2014-12-31$6,654,522
Total contributions received or receivable from employer(s)2014-12-31$475,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$3,470,626
Total plan liabilities at beginning of year2013-12-31$3,993,150
Total income from all sources2013-12-31$790,788
Expenses. Total of all expenses incurred2013-12-31$312,600
Benefits paid (including direct rollovers)2013-12-31$251,016
Total plan assets at end of year2013-12-31$7,131,187
Total plan assets at beginning of year2013-12-31$7,175,523
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$61,584
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$640,788
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$478,188
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,660,561
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,182,373
Assets. Value of employer securities2013-12-31$6,728,307
Total contributions received or receivable from employer(s)2013-12-31$150,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$3,993,150
Total plan liabilities at beginning of year2012-12-31$4,270,580
Total income from all sources2012-12-31$378,944
Expenses. Total of all expenses incurred2012-12-31$352,064
Benefits paid (including direct rollovers)2012-12-31$327,064
Total plan assets at end of year2012-12-31$7,175,523
Total plan assets at beginning of year2012-12-31$7,426,073
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$25,000
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$228,944
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$26,880
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,182,373
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,155,493
Assets. Value of employer securities2012-12-31$6,520,786
Total contributions received or receivable from employer(s)2012-12-31$150,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$4,270,580
Total plan liabilities at beginning of year2011-12-31$4,743,436
Total income from all sources2011-12-31$747,096
Expenses. Total of all expenses incurred2011-12-31$18,556
Benefits paid (including direct rollovers)2011-12-31$18,556
Total plan assets at end of year2011-12-31$7,426,073
Total plan assets at beginning of year2011-12-31$7,170,389
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$597,096
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$728,540
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,155,493
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,426,953
Assets. Value of employer securities2011-12-31$6,728,307
Total contributions received or receivable from employer(s)2011-12-31$150,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$4,743,436
Total plan liabilities at beginning of year2010-12-31$5,197,808
Total income from all sources2010-12-31$492,753
Expenses. Total of all expenses incurred2010-12-31$9
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$7,170,389
Total plan assets at beginning of year2010-12-31$7,132,017
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$9
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$367,753
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$492,744
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,426,953
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,934,209
Assets. Value of employer securities2010-12-31$6,520,786
Total contributions received or receivable from employer(s)2010-12-31$125,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN

2023: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BGA HOLDINGS CO. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number002731335
Policy instance 1
Insurance contract or identification number002731335
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $625
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number002731335
Policy instance 1
Insurance contract or identification number002731335
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $625
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number002731335
Policy instance 1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number002731335
Policy instance 1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number002731335
Policy instance 1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number002731335
Policy instance 1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number002731335
Policy instance 2
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberY3614057
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberY3614057
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberY3614057
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberY3614057
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberY3614057
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberY3614057
Policy instance 1
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract numberY3614057
Policy instance 1

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