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BCS FINANCIAL CORPORATION GROUP TRAVEL 401k Plan overview

Plan NameBCS FINANCIAL CORPORATION GROUP TRAVEL
Plan identification number 505

BCS FINANCIAL CORPORATION GROUP TRAVEL Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BCS FINANCIAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BCS FINANCIAL CORPORATION
Employer identification number (EIN):364247278
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BCS FINANCIAL CORPORATION GROUP TRAVEL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052023-01-01PATRICK O'ROURKE2024-10-08
5052022-01-01PATRICK O'ROURKE2023-07-06
5052021-01-01PATRICK O'ROURKE2022-10-12
5052020-01-01SUSAN C. LINDQUIST2021-05-17
5052019-01-01SUSAN C. LINDQUIST2020-10-14
5052018-01-01
5052017-01-01
5052016-01-01SUSAN LINDQUIST
5052015-01-01SUSAN LINDQUIST
5052014-01-01SUSAN LINDQUIST
5052013-01-01
5052012-01-01SUSAN LINDQUIST
5052011-01-01SUSAN LINDQUIST

Plan Statistics for BCS FINANCIAL CORPORATION GROUP TRAVEL

401k plan membership statisitcs for BCS FINANCIAL CORPORATION GROUP TRAVEL

Measure Date Value
2023: BCS FINANCIAL CORPORATION GROUP TRAVEL 2023 401k membership
Total participants, beginning-of-year2023-01-01123
Total number of active participants reported on line 7a of the Form 55002023-01-01137
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01137
Number of employers contributing to the scheme2023-01-010
2022: BCS FINANCIAL CORPORATION GROUP TRAVEL 2022 401k membership
Total participants, beginning-of-year2022-01-01123
Total number of active participants reported on line 7a of the Form 55002022-01-01123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01123
Number of employers contributing to the scheme2022-01-010
2021: BCS FINANCIAL CORPORATION GROUP TRAVEL 2021 401k membership
Total participants, beginning-of-year2021-01-01123
Total number of active participants reported on line 7a of the Form 55002021-01-01123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01123
Number of employers contributing to the scheme2021-01-010
2020: BCS FINANCIAL CORPORATION GROUP TRAVEL 2020 401k membership
Total participants, beginning-of-year2020-01-01125
Total number of active participants reported on line 7a of the Form 55002020-01-01123
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01123
Number of employers contributing to the scheme2020-01-010
2019: BCS FINANCIAL CORPORATION GROUP TRAVEL 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01125
Number of employers contributing to the scheme2019-01-010
2018: BCS FINANCIAL CORPORATION GROUP TRAVEL 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-01124
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01124
Number of employers contributing to the scheme2018-01-010
2017: BCS FINANCIAL CORPORATION GROUP TRAVEL 2017 401k membership
Total participants, beginning-of-year2017-01-01105
Total number of active participants reported on line 7a of the Form 55002017-01-01124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01124
2016: BCS FINANCIAL CORPORATION GROUP TRAVEL 2016 401k membership
Total participants, beginning-of-year2016-01-01108
Total number of active participants reported on line 7a of the Form 55002016-01-01105
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01105
2015: BCS FINANCIAL CORPORATION GROUP TRAVEL 2015 401k membership
Total participants, beginning-of-year2015-01-01102
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01108
2014: BCS FINANCIAL CORPORATION GROUP TRAVEL 2014 401k membership
Total participants, beginning-of-year2014-01-01102
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01102
2013: BCS FINANCIAL CORPORATION GROUP TRAVEL 2013 401k membership
Total participants, beginning-of-year2013-01-01101
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Total of all active and inactive participants2013-01-01102
2012: BCS FINANCIAL CORPORATION GROUP TRAVEL 2012 401k membership
Total participants, beginning-of-year2012-01-01101
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Total of all active and inactive participants2012-01-01101
Total participants2012-01-01101
2011: BCS FINANCIAL CORPORATION GROUP TRAVEL 2011 401k membership
Total participants, beginning-of-year2011-01-01101
Total number of active participants reported on line 7a of the Form 55002011-01-01101
Total of all active and inactive participants2011-01-01101
Total participants2011-01-01101

Form 5500 Responses for BCS FINANCIAL CORPORATION GROUP TRAVEL

2023: BCS FINANCIAL CORPORATION GROUP TRAVEL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: BCS FINANCIAL CORPORATION GROUP TRAVEL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: BCS FINANCIAL CORPORATION GROUP TRAVEL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: BCS FINANCIAL CORPORATION GROUP TRAVEL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: BCS FINANCIAL CORPORATION GROUP TRAVEL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: BCS FINANCIAL CORPORATION GROUP TRAVEL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: BCS FINANCIAL CORPORATION GROUP TRAVEL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: BCS FINANCIAL CORPORATION GROUP TRAVEL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: BCS FINANCIAL CORPORATION GROUP TRAVEL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: BCS FINANCIAL CORPORATION GROUP TRAVEL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BCS FINANCIAL CORPORATION GROUP TRAVEL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BCS FINANCIAL CORPORATION GROUP TRAVEL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BCS FINANCIAL CORPORATION GROUP TRAVEL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered123
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $3,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered123
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered123
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered123
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered125
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $2,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered136
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $4,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $3,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered102
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Other welfare benefits providedGROUP TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $3,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered102
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Other welfare benefits providedGROUP TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $3,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered101
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedGROUP TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $60,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered101
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Other welfare benefits providedGROUP TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $60,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberGT27275
Policy instance 1
Insurance contract or identification numberGT27275
Number of Individuals Covered101
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Other welfare benefits providedGROUP TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $60,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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