SAGEWORTH TRUST COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2024 : SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $76,776 |
| Total plan liabilities at beginning of year | 2024-01-01 | $89,199 |
| Total income from all sources | 2024-01-01 | $927,084 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $945,880 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $643,132 |
| Total plan assets at end of year | 2024-01-01 | $54,653 |
| Total plan assets at beginning of year | 2024-01-01 | $85,872 |
| Value of fidelity bond covering the plan | 2024-01-01 | $5,000,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $279,520 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $318,992 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $2,056 |
| Net income (gross income less expenses) | 2024-01-01 | $-18,796 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $-22,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $-3,327 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $645,508 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $-16,244 |
| 2023 : SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $89,199 |
| Total plan liabilities at beginning of year | 2023-12-31 | $-19,118 |
| Total income from all sources | 2023-12-31 | $818,699 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $951,069 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $660,026 |
| Total plan assets at end of year | 2023-12-31 | $85,872 |
| Total plan assets at beginning of year | 2023-12-31 | $109,925 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $281,630 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $286,496 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $2,951 |
| Net income (gross income less expenses) | 2023-12-31 | $-132,370 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-3,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $129,043 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $534,118 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,547 |
| 2022 : SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $-19,118 |
| Total plan liabilities at beginning of year | 2022-12-31 | $99,241 |
| Total income from all sources | 2022-12-31 | $626,316 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $449,828 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $210,087 |
| Total plan assets at end of year | 2022-12-31 | $109,925 |
| Total plan assets at beginning of year | 2022-12-31 | $51,796 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $228,273 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $235,925 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $80 |
| Net income (gross income less expenses) | 2022-12-31 | $176,488 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $129,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-47,445 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $397,963 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,816 |
| 2021 : SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $99,241 |
| Total plan liabilities at beginning of year | 2021-12-31 | $43,736 |
| Total income from all sources | 2021-12-31 | $462,067 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $491,616 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $303,062 |
| Total plan assets at end of year | 2021-12-31 | $51,796 |
| Total plan assets at beginning of year | 2021-12-31 | $25,840 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $198,020 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $173,236 |
| Other income received | 2021-12-31 | $63 |
| Net income (gross income less expenses) | 2021-12-31 | $-29,549 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-47,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-17,896 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $263,984 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $15,318 |
| 2020 : SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $43,736 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $515,548 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $558,647 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $357,560 |
| Total plan assets at end of year | 2020-12-31 | $25,840 |
| Total plan assets at beginning of year | 2020-12-31 | $25,203 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $195,073 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $185,746 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $164 |
| Net income (gross income less expenses) | 2020-12-31 | $-43,099 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-17,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,203 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $320,311 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $15,341 |
| 2019 : SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $41,134 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $15,931 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $25,203 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $16,565 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $15,931 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $3 |
| Net income (gross income less expenses) | 2019-12-31 | $25,203 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $25,203 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $24,566 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2023: SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SAGEWORTH TRUST COMPANY EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30500503-221 |
| Policy instance | 3 |
| Insurance contract or identification number | SL30500503-221 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | 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 $396 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 0 |
| Policy instance | 2 |
| Insurance contract or identification number | 0 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | 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 | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-203535 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-203535 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | 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 $241,626 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 0 |
| Policy instance | 2 |
| Insurance contract or identification number | 0 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500503 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500503 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | 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 $195,677 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 0 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500503 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 0 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500503 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 0 |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
