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VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 401k Plan overview

Plan NameVIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN
Plan identification number 506

VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

VIA OF THE LEHIGH VALLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:VIA OF THE LEHIGH VALLEY, INC.
Employer identification number (EIN):231457999
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062023-07-01
5062022-07-01
5062021-07-01

Plan Statistics for VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN

401k plan membership statisitcs for VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN

Measure Date Value
2023: VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-0169
Total number of active participants reported on line 7a of the Form 55002023-07-0198
Number of retired or separated participants receiving benefits2023-07-010
Number of other retired or separated participants entitled to future benefits2023-07-010
Total of all active and inactive participants2023-07-0198
2022: VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01100
Total number of active participants reported on line 7a of the Form 55002022-07-0169
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-0169
2021: VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01100
Total number of active participants reported on line 7a of the Form 55002021-07-0198
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01100

Financial Data on VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN

Measure Date Value
2024 : VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2024 401k financial data
Total plan liabilities at end of year2024-06-30$188,564
Total plan liabilities at beginning of year2024-06-30$101,847
Total income from all sources2024-06-30$751,721
Expenses. Total of all expenses incurred2024-06-30$831,412
Benefits paid (including direct rollovers)2024-06-30$564,332
Total plan assets at end of year2024-06-30$14,507
Total plan assets at beginning of year2024-06-30$7,481
Value of fidelity bond covering the plan2024-06-30$175,000
Total contributions received or receivable from participants2024-06-30$70,715
Expenses. Other expenses not covered elsewhere2024-06-30$267,851
Contributions received from other sources (not participants or employers)2024-06-30$0
Other income received2024-06-30$2,084
Net income (gross income less expenses)2024-06-30$-79,691
Net plan assets at end of year (total assets less liabilities)2024-06-30$-174,057
Net plan assets at beginning of year (total assets less liabilities)2024-06-30$-94,366
Total contributions received or receivable from employer(s)2024-06-30$678,922
Value of corrective distributions2024-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-06-30$-771
2023 : VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2023 401k financial data
Total plan liabilities at end of year2023-06-30$101,847
Total plan liabilities at beginning of year2023-06-30$59,063
Total income from all sources2023-06-30$581,653
Expenses. Total of all expenses incurred2023-06-30$619,268
Benefits paid (including direct rollovers)2023-06-30$404,279
Total plan assets at end of year2023-06-30$7,481
Total plan assets at beginning of year2023-06-30$2,312
Value of fidelity bond covering the plan2023-06-30$175,000
Total contributions received or receivable from participants2023-06-30$89,387
Expenses. Other expenses not covered elsewhere2023-06-30$209,607
Contributions received from other sources (not participants or employers)2023-06-30$505
Other income received2023-06-30$203
Net income (gross income less expenses)2023-06-30$-37,615
Net plan assets at end of year (total assets less liabilities)2023-06-30$-94,366
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$-56,751
Total contributions received or receivable from employer(s)2023-06-30$491,558
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$5,382
2022 : VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2022 401k financial data
Total plan liabilities at end of year2022-06-30$59,063
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$482,339
Expenses. Total of all expenses incurred2022-06-30$539,090
Benefits paid (including direct rollovers)2022-06-30$337,994
Total plan assets at end of year2022-06-30$2,312
Total plan assets at beginning of year2022-06-30$0
Value of fidelity bond covering the plan2022-06-30$175,000
Total contributions received or receivable from participants2022-06-30$80,438
Expenses. Other expenses not covered elsewhere2022-06-30$211,582
Contributions received from other sources (not participants or employers)2022-06-30$2,707
Other income received2022-06-30$41
Net income (gross income less expenses)2022-06-30$-56,751
Net plan assets at end of year (total assets less liabilities)2022-06-30$-56,751
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$0
Total contributions received or receivable from employer(s)2022-06-30$399,153
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$-10,486

Form 5500 Responses for VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN

2023: VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Submission has been amendedNo
2023-07-01This submission is the final filingNo
2023-07-01This return/report is a short plan year return/report (less than 12 months)No
2023-07-01Plan is a collectively bargained planNo
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan funding arrangement – TrustYes
2023-07-01Plan benefit arrangement – InsuranceYes
2023-07-01Plan benefit arrangement - TrustYes
2022: VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: VIA OF THE LEHIGH VALLEY, INC. GROUP MEDICAL PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01First time form 5500 has been submittedYes
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 )
Policy contract number31000250
Policy instance 1
Insurance contract or identification number31000250
Number of Individuals Covered0
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
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
Welfare Benefit Premiums Paid to CarrierUSD $148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number408582-A
Policy instance 2
Insurance contract or identification number408582-A
Number of Individuals Covered86
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
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
Welfare Benefit Premiums Paid to CarrierUSD $179,689
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 number31000250-211
Policy instance 1
Insurance contract or identification number31000250-211
Number of Individuals Covered69
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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
Welfare Benefit Premiums Paid to CarrierUSD $139,502
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 number31000250-211
Policy instance 1
Insurance contract or identification number31000250-211
Number of Individuals Covered84
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
Welfare Benefit Premiums Paid to CarrierUSD $139,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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