BREMER WHYTE BROWN & OMEARA LL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BREMER WHYTE BROWN & O'MEARA, LLP
| Measure | Date | Value |
|---|
| 2022: BREMER WHYTE BROWN & O'MEARA, LLP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 288 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 302 |
| Number of retired or separated participants receiving benefits | 2022-10-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 7 |
| Total of all active and inactive participants | 2022-10-01 | 318 |
| Total participants | 2022-10-01 | 318 |
| 2021: BREMER WHYTE BROWN & O'MEARA, LLP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 274 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 288 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 7 |
| Total of all active and inactive participants | 2021-10-01 | 297 |
| Total participants | 2021-10-01 | 297 |
| 2019: BREMER WHYTE BROWN & O'MEARA, LLP 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 243 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 224 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 12 |
| Total of all active and inactive participants | 2019-10-01 | 241 |
| Total participants | 2019-10-01 | 241 |
| 2018: BREMER WHYTE BROWN & O'MEARA, LLP 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 187 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 243 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 2 |
| Total of all active and inactive participants | 2018-10-01 | 245 |
| Total participants | 2018-10-01 | 245 |
| 2017: BREMER WHYTE BROWN & O'MEARA, LLP 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 187 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 3 |
| Total of all active and inactive participants | 2017-10-01 | 190 |
| Total participants | 2017-10-01 | 190 |
| 2016: BREMER WHYTE BROWN & O'MEARA, LLP 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 194 |
| Total of all active and inactive participants | 2016-10-01 | 194 |
| Total participants | 2016-10-01 | 194 |
| 2015: BREMER WHYTE BROWN & O'MEARA, LLP 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 160 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 1 |
| Total of all active and inactive participants | 2015-10-01 | 162 |
| Total participants | 2015-10-01 | 0 |
| 2014: BREMER WHYTE BROWN & O'MEARA, LLP 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 143 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 143 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 2 |
| Total of all active and inactive participants | 2014-10-01 | 145 |
| Total participants | 2014-10-01 | 0 |
| 2013: BREMER WHYTE BROWN & O'MEARA, LLP 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 141 |
| Total of all active and inactive participants | 2013-10-01 | 141 |
| Total participants | 2013-10-01 | 0 |
| 2012: BREMER WHYTE BROWN & O'MEARA, LLP 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 125 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 1 |
| Total of all active and inactive participants | 2012-10-01 | 126 |
| Total participants | 2012-10-01 | 0 |
| 2011: BREMER WHYTE BROWN & O'MEARA, LLP 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 109 |
| Total of all active and inactive participants | 2011-10-01 | 109 |
| Total participants | 2011-10-01 | 109 |
| 2022: BREMER WHYTE BROWN & O'MEARA, LLP 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: BREMER WHYTE BROWN & O'MEARA, LLP 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: BREMER WHYTE BROWN & O'MEARA, LLP 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: BREMER WHYTE BROWN & O'MEARA, LLP 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: BREMER WHYTE BROWN & O'MEARA, LLP 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: BREMER WHYTE BROWN & O'MEARA, LLP 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: BREMER WHYTE BROWN & O'MEARA, LLP 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: BREMER WHYTE BROWN & O'MEARA, LLP 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: BREMER WHYTE BROWN & O'MEARA, LLP 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: BREMER WHYTE BROWN & O'MEARA, LLP 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: BREMER WHYTE BROWN & O'MEARA, LLP 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | L03486 |
| Policy instance | 2 |
| Insurance contract or identification number | L03486 | | Number of Individuals Covered | 302 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $108,881 | | Total amount of fees paid to insurance company | USD $11,541 | | Welfare Benefit Premiums Paid to Carrier | USD $2,472,719 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $108,881 | | Amount paid for insurance broker fees | 11541 | | Additional information about fees paid to insurance broker | INCENTIVES, EDUCATION, COMMUNICATION AND TRAINING | | Insurance broker organization code? | 3 |
|
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
| Policy contract number | L03486 |
| Policy instance | 1 |
| Insurance contract or identification number | L03486 | | Number of Individuals Covered | 302 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $304,110 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | L03486 |
| Policy instance | 2 |
| Insurance contract or identification number | L03486 | | Number of Individuals Covered | 288 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Welfare Benefit Premiums Paid to Carrier | USD $2,262,508 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
| Policy contract number | L03486 |
| Policy instance | 1 |
| Insurance contract or identification number | L03486 | | Number of Individuals Covered | 288 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $79,960 | | Total amount of fees paid to insurance company | USD $68,881 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $298,764 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $79,960 | | Amount paid for insurance broker fees | 68881 | | Additional information about fees paid to insurance broker | INCENTIVES, EDUCATION, COMMUNICATION AND TRAINING | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 30060722 |
| Policy instance | 3 |
| Insurance contract or identification number | 30060722 | | Number of Individuals Covered | 162 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $2,184 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,052 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,184 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0804763 |
| Policy instance | 2 |
| Insurance contract or identification number | 0804763 | | Number of Individuals Covered | 224 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $16,322 | | Total amount of fees paid to insurance company | USD $6,055 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $128,193 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,603 | | Amount paid for insurance broker fees | 6055 | | Additional information about fees paid to insurance broker | 2019 PPP SPECIALTY RETENTION RISK | | Insurance broker organization code? | 3 |
|
| NIPPON LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81264 ) |
| Policy contract number | LD46 |
| Policy instance | 1 |
| Insurance contract or identification number | LD46 | | Number of Individuals Covered | 224 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $95,552 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,462,484 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $60,632 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 30060722 |
| Policy instance | 3 |
| Insurance contract or identification number | 30060722 | | Number of Individuals Covered | 163 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,686 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0804763 |
| Policy instance | 2 |
| Insurance contract or identification number | 0804763 | | Number of Individuals Covered | 243 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $15,057 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $118,252 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,549 | | Insurance broker organization code? | 3 |
|
| NIPPON LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81264 ) |
| Policy contract number | LD46 |
| Policy instance | 1 |
| Insurance contract or identification number | LD46 | | Number of Individuals Covered | 243 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $80,858 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,236,601 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $51,307 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0804763 |
| Policy instance | 2 |
| Insurance contract or identification number | 0804763 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $10,380 | | Total amount of fees paid to insurance company | USD $398 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $96,221 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NIPPON LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 81264 ) |
| Policy contract number | LD46 |
| Policy instance | 1 |
| Insurance contract or identification number | LD46 | | Number of Individuals Covered | 187 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $68,377 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,045,671 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
