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THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameTHE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
Plan identification number 501

THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Apprenticeship and training
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BURGESS INSURANCE AGENCY EBP has sponsored the creation of one or more 401k plans.

Company Name:BURGESS INSURANCE AGENCY EBP
Employer identification number (EIN):266522266
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01CRAIG BURGESS2024-07-15 CRAIG BURGESS2024-07-15
5012022-01-01CRAIG BURGESS2023-07-11 CRAIG BURGESS2023-07-11
5012021-01-01CRAIG BURGESS2022-07-01 CRAIG BURGESS2022-07-01
5012020-01-01CRAIG BURGESS2021-07-20 CRAIG BURGESS2021-07-20
5012019-01-01CRAIG BURGESS2020-08-12 CRAIG BURGESS2020-08-12
5012018-01-01CRAIG BURGESS2019-07-30 CRAIG BURGESS2019-07-30
5012017-01-01CRAIG BURGESS2018-05-16 CRAIG BURGESS2018-05-16
5012016-01-01CRAIG BURGESS2017-06-19 CRAIG BURGESS2017-06-19
5012015-01-01CRAIG BURGESS2016-06-22 CRAIG BURGESS2016-06-22
5012014-01-01CRAIG BURGESS2015-05-13 CRAIG BURGESS2015-05-13
5012013-01-01CRAIG BURGESS CRAIG BURGESS2014-05-20
5012012-01-01CRAIG BURGESS CRAIG BURGESS2013-06-03
5012011-01-01CRAIG BURGESS CRAIG BURGESS2012-06-11
5012010-01-01CRAIG BURGESS CRAIG BURGESS2011-05-12
5012009-01-01 CRAIG BURGESS2010-06-04
5012009-01-01CRAIG BURGESS CRAIG BURGESS2010-06-21

Plan Statistics for THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

401k plan membership statisitcs for THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Measure Date Value
2018: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2018 401k membership
Total funding target for all participants2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2017 401k membership
Total funding target for all participants2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2013: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
2012: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
2011: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
2010: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
2009: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011

Financial Data on THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Measure Date Value
2013 : THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$45,239
Expenses. Total of all expenses incurred2013-12-31$28,165
Benefits paid (including direct rollovers)2013-12-31$24,226
Total plan assets at end of year2013-12-31$372,719
Total plan assets at beginning of year2013-12-31$355,645
Value of fidelity bond covering the plan2013-12-31$100,000
Expenses. Other expenses not covered elsewhere2013-12-31$3,939
Other income received2013-12-31$45,239
Net income (gross income less expenses)2013-12-31$17,074
Net plan assets at end of year (total assets less liabilities)2013-12-31$372,719
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$355,645
Assets. Value of participant loans2013-12-31$94,426
2012 : THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$27,160
Expenses. Total of all expenses incurred2012-12-31$12,752
Benefits paid (including direct rollovers)2012-12-31$9,421
Total plan assets at end of year2012-12-31$355,645
Total plan assets at beginning of year2012-12-31$341,237
Value of fidelity bond covering the plan2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$3,331
Other income received2012-12-31$27,160
Net income (gross income less expenses)2012-12-31$14,408
Net plan assets at end of year (total assets less liabilities)2012-12-31$355,645
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$341,237
Assets. Value of participant loans2012-12-31$74,798
2011 : THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$62,597
Expenses. Total of all expenses incurred2011-12-31$40,726
Benefits paid (including direct rollovers)2011-12-31$20,363
Total plan assets at end of year2011-12-31$341,236
Total plan assets at beginning of year2011-12-31$319,365
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$20,363
Other income received2011-12-31$62,597
Net income (gross income less expenses)2011-12-31$21,871
Net plan assets at end of year (total assets less liabilities)2011-12-31$341,236
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$319,365
Assets. Value of participant loans2011-12-31$46,860
2010 : THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$10,716
Expenses. Total of all expenses incurred2010-12-31$6,847
Benefits paid (including direct rollovers)2010-12-31$210
Total plan assets at end of year2010-12-31$319,365
Total plan assets at beginning of year2010-12-31$315,496
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$6,637
Other income received2010-12-31$10,716
Net income (gross income less expenses)2010-12-31$3,869
Net plan assets at end of year (total assets less liabilities)2010-12-31$319,365
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$315,496

Form 5500 Responses for THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

2013: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE BIA EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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