HARRISBURG DAIRIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARRISBURG DAIRIES INC GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2023: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-04-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-04-01 | 69 |
| Number of retired or separated participants receiving benefits | 2023-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-04-01 | 0 |
| Total of all active and inactive participants | 2023-04-01 | 69 |
| 2022: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 69 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
| Total of all active and inactive participants | 2022-04-01 | 69 |
| 2021: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 60 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
| Total of all active and inactive participants | 2021-04-01 | 60 |
| 2020: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 65 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
| Total of all active and inactive participants | 2020-04-01 | 65 |
| 2019: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 73 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 73 |
| Measure | Date | Value |
|---|
| 2024 : HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-03-31 | $46,265 |
| Total plan liabilities at beginning of year | 2024-03-31 | $39,595 |
| Total income from all sources | 2024-03-31 | $875,787 |
| Expenses. Total of all expenses incurred | 2024-03-31 | $829,623 |
| Benefits paid (including direct rollovers) | 2024-03-31 | $470,146 |
| Total plan assets at end of year | 2024-03-31 | $293,743 |
| Total plan assets at beginning of year | 2024-03-31 | $240,909 |
| Value of fidelity bond covering the plan | 2024-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2024-03-31 | $254,877 |
| Expenses. Other expenses not covered elsewhere | 2024-03-31 | $164,804 |
| Contributions received from other sources (not participants or employers) | 2024-03-31 | $39,794 |
| Other income received | 2024-03-31 | $11,616 |
| Net income (gross income less expenses) | 2024-03-31 | $46,164 |
| Net plan assets at end of year (total assets less liabilities) | 2024-03-31 | $247,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-03-31 | $201,314 |
| Total contributions received or receivable from employer(s) | 2024-03-31 | $569,500 |
| Value of corrective distributions | 2024-03-31 | $160,021 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-03-31 | $34,652 |
| 2023 : HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-03-31 | $39,595 |
| Total plan liabilities at beginning of year | 2023-03-31 | $90,972 |
| Total income from all sources | 2023-03-31 | $691,728 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $404,017 |
| Benefits paid (including direct rollovers) | 2023-03-31 | $248,015 |
| Total plan assets at end of year | 2023-03-31 | $240,909 |
| Total plan assets at beginning of year | 2023-03-31 | $4,575 |
| Value of fidelity bond covering the plan | 2023-03-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-03-31 | $189,269 |
| Expenses. Other expenses not covered elsewhere | 2023-03-31 | $124,439 |
| Contributions received from other sources (not participants or employers) | 2023-03-31 | $5,886 |
| Other income received | 2023-03-31 | $4,156 |
| Net income (gross income less expenses) | 2023-03-31 | $287,711 |
| Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $201,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $-86,397 |
| Total contributions received or receivable from employer(s) | 2023-03-31 | $492,417 |
| Value of corrective distributions | 2023-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-03-31 | $31,563 |
| 2022 : HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-03-31 | $90,972 |
| Total plan liabilities at beginning of year | 2022-03-31 | $42,484 |
| Total income from all sources | 2022-03-31 | $582,314 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $645,262 |
| Benefits paid (including direct rollovers) | 2022-03-31 | $468,489 |
| Total plan assets at end of year | 2022-03-31 | $4,575 |
| Total plan assets at beginning of year | 2022-03-31 | $19,035 |
| Value of fidelity bond covering the plan | 2022-03-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2022-03-31 | $134,390 |
| Other income received | 2022-03-31 | $3 |
| Net income (gross income less expenses) | 2022-03-31 | $-62,948 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $-86,397 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $-23,449 |
| Total contributions received or receivable from employer(s) | 2022-03-31 | $582,311 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-03-31 | $42,383 |
| 2021 : HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-03-31 | $42,484 |
| Total plan liabilities at beginning of year | 2021-03-31 | $37,287 |
| Total income from all sources | 2021-03-31 | $546,003 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $540,468 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $367,513 |
| Total plan assets at end of year | 2021-03-31 | $19,035 |
| Total plan assets at beginning of year | 2021-03-31 | $8,303 |
| Value of fidelity bond covering the plan | 2021-03-31 | $300,000 |
| Total contributions received or receivable from participants | 2021-03-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-03-31 | $129,289 |
| Contributions received from other sources (not participants or employers) | 2021-03-31 | $0 |
| Other income received | 2021-03-31 | $6 |
| Net income (gross income less expenses) | 2021-03-31 | $5,535 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $-23,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $-28,984 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $545,997 |
| Value of corrective distributions | 2021-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-03-31 | $43,666 |
| 2020 : HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-03-31 | $37,287 |
| Total plan liabilities at beginning of year | 2020-03-31 | $0 |
| Total income from all sources | 2020-03-31 | $446,983 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $475,962 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $326,009 |
| Total plan assets at end of year | 2020-03-31 | $8,308 |
| Total plan assets at beginning of year | 2020-03-31 | $0 |
| Value of fidelity bond covering the plan | 2020-03-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2020-03-31 | $104,193 |
| Other income received | 2020-03-31 | $270 |
| Net income (gross income less expenses) | 2020-03-31 | $-28,979 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $-28,979 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $446,713 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-03-31 | $45,760 |
| 2023: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2023 form 5500 responses |
|---|
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Submission has been amended | No |
| 2023-04-01 | This submission is the final filing | No |
| 2023-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-04-01 | Plan is a collectively bargained plan | No |
| 2023-04-01 | Plan funding arrangement – Insurance | Yes |
| 2023-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Submission has been amended | No |
| 2022-04-01 | This submission is the final filing | No |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-01 | Plan is a collectively bargained plan | No |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | No |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan funding arrangement – Trust | Yes |
| 2021-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement - Trust | Yes |
| 2021-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Submission has been amended | No |
| 2020-04-01 | This submission is the final filing | No |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-01 | Plan is a collectively bargained plan | No |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| 2020-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: HARRISBURG DAIRIES INC GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | First time form 5500 has been submitted | Yes |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 304000065 |
| Policy instance | 1 |
| Insurance contract or identification number | 304000065 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-03-31 | | 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 | No | | Dental Insurance Welfare Benefit | No | | 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 $163,573 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 304000065 |
| Policy instance | 1 |
| Insurance contract or identification number | 304000065 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-03-31 | | 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 | No | | Dental Insurance Welfare Benefit | No | | 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 $123,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 304000065 |
| Policy instance | 1 |
| Insurance contract or identification number | 304000065 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-03-31 | | 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 | No | | Dental Insurance Welfare Benefit | No | | 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 $133,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 304000065 |
| Policy instance | 1 |
| Insurance contract or identification number | 304000065 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-03-31 | | 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 | No | | Dental Insurance Welfare Benefit | No | | 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 $128,389 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 304000065 |
| Policy instance | 1 |
| Insurance contract or identification number | 304000065 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-03-31 | | 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 | No | | Dental Insurance Welfare Benefit | No | | 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 $103,457 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
