TROEGS BREWING COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TROEGS BREWING COMPANY GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2023: TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 95 |
| 2022: TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 96 |
| 2021: TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 96 |
| 2020: TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 102 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 103 |
| 2019: TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 94 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
| Total of all active and inactive participants | 2019-12-01 | 94 |
| Measure | Date | Value |
|---|
| 2023 : TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $69,747 |
| Total plan liabilities at beginning of year | 2023-12-31 | $180,772 |
| Total income from all sources | 2023-12-31 | $824,750 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $706,952 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $366,529 |
| Total plan assets at end of year | 2023-12-31 | $32,003 |
| Total plan assets at beginning of year | 2023-12-31 | $25,230 |
| Value of fidelity bond covering the plan | 2023-12-31 | $39,900 |
| Total contributions received or receivable from participants | 2023-12-31 | $184,262 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $332,743 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $351 |
| Net income (gross income less expenses) | 2023-12-31 | $117,798 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-37,744 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-155,542 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $640,137 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $7,680 |
| 2022 : TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $180,772 |
| Total plan liabilities at beginning of year | 2022-12-31 | $116,105 |
| Total income from all sources | 2022-12-31 | $615,002 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $706,214 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $424,312 |
| Total plan assets at end of year | 2022-12-31 | $25,230 |
| Total plan assets at beginning of year | 2022-12-31 | $51,775 |
| Value of fidelity bond covering the plan | 2022-12-31 | $39,900 |
| Total contributions received or receivable from participants | 2022-12-31 | $160,865 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $274,882 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $187 |
| Net income (gross income less expenses) | 2022-12-31 | $-91,212 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-155,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-64,330 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $453,950 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,020 |
| 2021 : TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $116,105 |
| Total plan liabilities at beginning of year | 2021-12-31 | $26,822 |
| Total income from all sources | 2021-12-31 | $574,691 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $632,212 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $356,965 |
| Total plan assets at end of year | 2021-12-31 | $51,775 |
| Total plan assets at beginning of year | 2021-12-31 | $20,013 |
| Value of fidelity bond covering the plan | 2021-12-31 | $39,900 |
| Total contributions received or receivable from participants | 2021-12-31 | $123,073 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $229,066 |
| Other income received | 2021-12-31 | $438 |
| Net income (gross income less expenses) | 2021-12-31 | $-57,521 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-64,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-6,809 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $451,180 |
| Value of corrective distributions | 2021-12-31 | $18,581 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $27,600 |
| 2020 : TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $26,822 |
| Total plan liabilities at beginning of year | 2020-12-31 | $26,747 |
| Total income from all sources | 2020-12-31 | $47,230 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $60,730 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $15,553 |
| Total plan assets at end of year | 2020-12-31 | $20,013 |
| Total plan assets at beginning of year | 2020-12-31 | $33,438 |
| Value of fidelity bond covering the plan | 2020-12-31 | $39,900 |
| Total contributions received or receivable from participants | 2020-12-31 | $7,905 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $42,808 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $335 |
| Other income received | 2020-12-31 | $39 |
| Net income (gross income less expenses) | 2020-12-31 | $-13,500 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-6,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,691 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $38,951 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,369 |
| Total plan liabilities at end of year | 2020-11-30 | $26,747 |
| Total income from all sources | 2020-11-30 | $496,608 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $489,917 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $249,681 |
| Total plan assets at end of year | 2020-11-30 | $33,438 |
| Value of fidelity bond covering the plan | 2020-11-30 | $39,900 |
| Total contributions received or receivable from participants | 2020-11-30 | $100,801 |
| Expenses. Other expenses not covered elsewhere | 2020-11-30 | $214,361 |
| Contributions received from other sources (not participants or employers) | 2020-11-30 | $4,328 |
| Other income received | 2020-11-30 | $488 |
| Net income (gross income less expenses) | 2020-11-30 | $6,691 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $6,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $390,991 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $25,875 |
| 2023: TROEGS BREWING COMPANY GROUP MEDICAL 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: TROEGS BREWING COMPANY GROUP MEDICAL 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: TROEGS BREWING COMPANY GROUP MEDICAL 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: TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – Trust | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement - Trust | Yes |
| 2019: TROEGS BREWING COMPANY GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | First time form 5500 has been submitted | Yes |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – Trust | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement - Trust | Yes |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 408418-A |
| Policy instance | 1 |
| Insurance contract or identification number | 408418-A | | Number of Individuals Covered | 95 | | 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 $262,995 | | 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 | 30700033 |
| Policy instance | 1 |
| Insurance contract or identification number | 30700033 | | Number of Individuals Covered | 96 | | 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 $211,819 | | 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 | 30700033 |
| Policy instance | 1 |
| Insurance contract or identification number | 30700033 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | 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 $182,562 | | 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 | 30700033 |
| Policy instance | 1 |
| Insurance contract or identification number | 30700033 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2020-12-31 | | 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 $14,460 | | 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 | 30700033 |
| Policy instance | 1 |
| Insurance contract or identification number | 30700033 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | 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 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 $150,844 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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