THE PATUXENT COMPANIES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PATUXENT COMPANIES MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2022: PATUXENT COMPANIES MEDICAL PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 57 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 57 |
| 2021: PATUXENT COMPANIES MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 65 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 66 |
| Total participants, beginning-of-year | 2021-02-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-02-01 | 59 |
| Number of retired or separated participants receiving benefits | 2021-02-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-02-01 | 0 |
| Total of all active and inactive participants | 2021-02-01 | 61 |
| 2020: PATUXENT COMPANIES MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-02-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 60 |
| Number of retired or separated participants receiving benefits | 2020-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 0 |
| Total of all active and inactive participants | 2020-02-01 | 60 |
| 2009: PATUXENT COMPANIES MEDICAL PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 66 |
| Measure | Date | Value |
|---|
| 2023 : PATUXENT COMPANIES MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $53,346 |
| Total plan liabilities at beginning of year | 2023-06-30 | $63,387 |
| Total income from all sources | 2023-06-30 | $789,869 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $650,626 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $336,691 |
| Total plan assets at end of year | 2023-06-30 | $223,337 |
| Total plan assets at beginning of year | 2023-06-30 | $94,135 |
| Value of fidelity bond covering the plan | 2023-06-30 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $269,416 |
| Net income (gross income less expenses) | 2023-06-30 | $139,243 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $169,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $30,748 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $789,869 |
| Value of corrective distributions | 2023-06-30 | $19,015 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $25,504 |
| 2022 : PATUXENT COMPANIES MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $63,387 |
| Total plan liabilities at beginning of year | 2022-06-30 | $59,377 |
| Total income from all sources | 2022-06-30 | $800,825 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $796,000 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $333,906 |
| Total plan assets at end of year | 2022-06-30 | $94,135 |
| Total plan assets at beginning of year | 2022-06-30 | $85,300 |
| Value of fidelity bond covering the plan | 2022-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $333,461 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $287,063 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $8,171 |
| Other income received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $4,825 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $30,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $25,923 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $459,193 |
| Value of corrective distributions | 2022-06-30 | $147,655 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $27,376 |
| 2021 : PATUXENT COMPANIES MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $59,377 |
| Total plan liabilities at beginning of year | 2021-06-30 | $106,749 |
| Total income from all sources | 2021-06-30 | $303,282 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $362,192 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $239,781 |
| Total plan assets at end of year | 2021-06-30 | $85,300 |
| Total plan assets at beginning of year | 2021-06-30 | $191,582 |
| Value of fidelity bond covering the plan | 2021-06-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $124,521 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $101,210 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $10,694 |
| Other income received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $-58,910 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $25,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $84,833 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $168,067 |
| Value of corrective distributions | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $21,201 |
| Total plan liabilities at end of year | 2021-01-31 | $106,749 |
| Total income from all sources | 2021-01-31 | $739,434 |
| Expenses. Total of all expenses incurred | 2021-01-31 | $654,601 |
| Benefits paid (including direct rollovers) | 2021-01-31 | $357,931 |
| Total plan assets at end of year | 2021-01-31 | $191,582 |
| Value of fidelity bond covering the plan | 2021-01-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-01-31 | $350,490 |
| Expenses. Other expenses not covered elsewhere | 2021-01-31 | $242,449 |
| Contributions received from other sources (not participants or employers) | 2021-01-31 | $0 |
| Other income received | 2021-01-31 | $0 |
| Net income (gross income less expenses) | 2021-01-31 | $84,833 |
| Net plan assets at end of year (total assets less liabilities) | 2021-01-31 | $84,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-01-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-01-31 | $388,944 |
| Value of corrective distributions | 2021-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-01-31 | $54,221 |
| 2022: PATUXENT COMPANIES MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PATUXENT COMPANIES MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021-02-01 | Type of plan entity | Single employer plan |
| 2021-02-01 | Submission has been amended | No |
| 2021-02-01 | This submission is the final filing | No |
| 2021-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-02-01 | Plan is a collectively bargained plan | No |
| 2021-02-01 | Plan funding arrangement – Insurance | Yes |
| 2021-02-01 | Plan funding arrangement – Trust | Yes |
| 2021-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-02-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PATUXENT COMPANIES MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | First time form 5500 has been submitted | Yes |
| 2020-02-01 | Submission has been amended | No |
| 2020-02-01 | This submission is the final filing | No |
| 2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-02-01 | Plan is a collectively bargained plan | No |
| 2020-02-01 | Plan funding arrangement – Insurance | Yes |
| 2020-02-01 | Plan funding arrangement – Trust | Yes |
| 2020-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PATUXENT COMPANIES MEDICAL PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL31000104-221 |
| Policy instance | 1 |
| Insurance contract or identification number | SL31000104-221 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | 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 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 $231,655 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 31000104 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000104 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | 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 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 $242,566 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 31000104 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000104 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2021-06-30 | | 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 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 $83,357 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 31000104 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000104 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2020-02-01 | | Insurance policy end date | 2021-01-31 | | 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 $204,219 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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