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THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 401k Plan overview

Plan NameTHE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN
Plan identification number 502

THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

THE TRADITIONAL BAKERY INC has sponsored the creation of one or more 401k plans.

Company Name:THE TRADITIONAL BAKERY INC
Employer identification number (EIN):431623677
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01CARI GRAY
5022016-01-01CARI GRAY
5022015-01-01BRIAN F. CAMEY
5022014-01-01
5022013-01-01
5022012-01-01CARI GRAY
5022011-01-01BRIAN F CAMEY
5022010-01-01BRIAN F CAMEY

Plan Statistics for THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN

401k plan membership statisitcs for THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN

Measure Date Value
2022: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Total number of active participants reported on line 7a of the Form 55002022-01-01115
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 participants2022-01-01115
2021: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-01142
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 participants2021-01-01142
2020: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01179
Total number of active participants reported on line 7a of the Form 55002020-01-01170
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 participants2020-01-01170
2019: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01227
Total number of active participants reported on line 7a of the Form 55002019-01-01179
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 participants2019-01-01179
2018: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01227
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 participants2018-01-01227
2017: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01314
Total number of active participants reported on line 7a of the Form 55002017-01-01299
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 participants2017-01-01299
2016: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01302
Total number of active participants reported on line 7a of the Form 55002016-01-01314
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 participants2016-01-01314
2015: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01292
Total number of active participants reported on line 7a of the Form 55002015-01-01302
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 participants2015-01-01302
2014: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01292
Total number of active participants reported on line 7a of the Form 55002014-01-01292
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 participants2014-01-01292
2013: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01317
Total number of active participants reported on line 7a of the Form 55002013-01-01292
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01292
2012: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01611
Total number of active participants reported on line 7a of the Form 55002012-01-01317
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01317
2011: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01593
Total number of active participants reported on line 7a of the Form 55002011-01-01611
Total of all active and inactive participants2011-01-01611
2010: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01514
Total number of active participants reported on line 7a of the Form 55002010-01-01593
Total of all active and inactive participants2010-01-01593

Financial Data on THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN

Measure Date Value
2022 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$1,846,383
Total of all expenses incurred2022-12-31$1,900,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,793,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,846,383
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$54,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$107,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$446,142
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$238,510
Administrative expenses (other) incurred2022-12-31$43,656
Total non interest bearing cash at beginning of year2022-12-31$54,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-54,131
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$334,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,161,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,459,247
Contract administrator fees2022-12-31$63,461
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPM CPAS, PC
Accountancy firm EIN2022-12-31431109768
2021 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,850,012
Total of all expenses incurred2021-12-31$1,972,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,871,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,850,012
Value of total assets at end of year2021-12-31$54,131
Value of total assets at beginning of year2021-12-31$176,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$603,848
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$428,862
Administrative expenses (other) incurred2021-12-31$57,174
Total non interest bearing cash at end of year2021-12-31$54,131
Total non interest bearing cash at beginning of year2021-12-31$176,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-122,287
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,131
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$176,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$381,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$817,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,490,347
Contract administrator fees2021-12-31$43,498
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPM CPAS, PC
Accountancy firm EIN2021-12-31431109768
2020 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,022,529
Total of all expenses incurred2020-12-31$2,309,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,211,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,022,529
Value of total assets at end of year2020-12-31$176,418
Value of total assets at beginning of year2020-12-31$463,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$613,015
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$577,439
Administrative expenses (other) incurred2020-12-31$47,530
Total non interest bearing cash at end of year2020-12-31$176,418
Total non interest bearing cash at beginning of year2020-12-31$463,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-287,077
Value of net assets at end of year (total assets less liabilities)2020-12-31$176,418
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$463,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$317,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$832,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,893,929
Contract administrator fees2020-12-31$51,001
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPM CPAS, PC
Accountancy firm EIN2020-12-31431109768
2019 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,740,313
Total income from all sources (including contributions)2019-12-31$1,740,313
Total of all expenses incurred2019-12-31$1,756,754
Total of all expenses incurred2019-12-31$1,756,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,717,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,717,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,740,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,740,313
Value of total assets at end of year2019-12-31$463,495
Value of total assets at beginning of year2019-12-31$479,936
Value of total assets at beginning of year2019-12-31$479,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$727,270
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,612
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,612
Total non interest bearing cash at end of year2019-12-31$463,495
Total non interest bearing cash at end of year2019-12-31$463,495
Total non interest bearing cash at beginning of year2019-12-31$479,936
Total non interest bearing cash at beginning of year2019-12-31$479,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-16,441
Value of net income/loss2019-12-31$-16,441
Value of net assets at end of year (total assets less liabilities)2019-12-31$463,495
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$479,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$479,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$333,000
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$333,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,000,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,384,138
Contract administrator fees2019-12-31$39,616
Contract administrator fees2019-12-31$39,616
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPM CPAS, PC
Accountancy firm name2019-12-31KPM CPAS, PC
Accountancy firm EIN2019-12-31431109768
Accountancy firm EIN2019-12-31431109768
2018 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,014,697
Total of all expenses incurred2018-12-31$2,040,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,004,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,014,697
Value of total assets at end of year2018-12-31$479,936
Value of total assets at beginning of year2018-12-31$505,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$35,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$842,407
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,064
Administrative expenses (other) incurred2018-12-31$1,833
Total non interest bearing cash at end of year2018-12-31$479,936
Total non interest bearing cash at beginning of year2018-12-31$505,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,563
Value of net assets at end of year (total assets less liabilities)2018-12-31$479,936
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$505,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$356,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,102,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,648,193
Contract administrator fees2018-12-31$34,042
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPM CPAS, PC
Accountancy firm EIN2018-12-31431109768
2017 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,554,254
Total of all expenses incurred2017-12-31$4,068,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,423,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,554,253
Value of total assets at end of year2017-12-31$505,499
Value of total assets at beginning of year2017-12-31$19,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$644,523
Total interest from all sources2017-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,031,176
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,339,031
Administrative expenses (other) incurred2017-12-31$556,121
Total non interest bearing cash at end of year2017-12-31$505,499
Total non interest bearing cash at beginning of year2017-12-31$19,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$486,044
Value of net assets at end of year (total assets less liabilities)2017-12-31$505,499
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned on other investments2017-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$406,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,184,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,017,660
Contract administrator fees2017-12-31$88,402
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPM CPAS, PC
Accountancy firm EIN2017-12-31431109768
2016 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,391,514
Total of all expenses incurred2016-12-31$3,654,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,940,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,390,983
Value of total assets at end of year2016-12-31$19,455
Value of total assets at beginning of year2016-12-31$282,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$713,339
Total interest from all sources2016-12-31$531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$850,922
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,429,375
Administrative expenses (other) incurred2016-12-31$604,114
Total non interest bearing cash at end of year2016-12-31$19,455
Total non interest bearing cash at beginning of year2016-12-31$282,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-262,726
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,455
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$282,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned on other investments2016-12-31$531
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$351,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,110,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,589,029
Contract administrator fees2016-12-31$109,225
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPM CPAS, PC
Accountancy firm EIN2016-12-31431109768
2015 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,765,573
Total of all expenses incurred2015-12-31$1,950,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,476,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,765,476
Value of total assets at end of year2015-12-31$282,181
Value of total assets at beginning of year2015-12-31$466,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$473,838
Total interest from all sources2015-12-31$97
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$793,409
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$141,513
Administrative expenses (other) incurred2015-12-31$419,087
Total non interest bearing cash at end of year2015-12-31$282,181
Total non interest bearing cash at beginning of year2015-12-31$466,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-184,645
Value of net assets at end of year (total assets less liabilities)2015-12-31$282,181
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$466,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned on other investments2015-12-31$97
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$260,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$830,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,215,436
Contract administrator fees2015-12-31$54,751
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPM CPAS, PC
Accountancy firm EIN2015-12-31431109768
2014 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,983,317
Total of all expenses incurred2014-12-31$1,942,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,747,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,875,978
Value of total assets at end of year2014-12-31$466,826
Value of total assets at beginning of year2014-12-31$426,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$194,767
Total interest from all sources2014-12-31$45
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$796,727
Other income not declared elsewhere2014-12-31$107,294
Administrative expenses (other) incurred2014-12-31$145,398
Total non interest bearing cash at end of year2014-12-31$466,826
Total non interest bearing cash at beginning of year2014-12-31$426,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$40,580
Value of net assets at end of year (total assets less liabilities)2014-12-31$466,826
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$426,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned on other investments2014-12-31$45
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$339,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,079,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,408,831
Contract administrator fees2014-12-31$49,369
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPM CPAS, PC
Accountancy firm EIN2014-12-31431109768
2013 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,255,669
Total of all expenses incurred2013-12-31$1,847,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,658,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,934,508
Value of total assets at end of year2013-12-31$426,246
Value of total assets at beginning of year2013-12-31$17,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$189,220
Total interest from all sources2013-12-31$246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$906,813
Other income not declared elsewhere2013-12-31$320,915
Administrative expenses (other) incurred2013-12-31$139,310
Total non interest bearing cash at end of year2013-12-31$426,246
Total non interest bearing cash at beginning of year2013-12-31$17,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$408,278
Value of net assets at end of year (total assets less liabilities)2013-12-31$426,246
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned on other investments2013-12-31$246
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$315,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,027,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,342,829
Contract administrator fees2013-12-31$49,910
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPM CPAS, PC
Accountancy firm EIN2013-12-31431109768
2012 : THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,473,009
Total of all expenses incurred2012-12-31$2,455,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,300,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,042,513
Value of total assets at end of year2012-12-31$17,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$154,646
Total interest from all sources2012-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$818,488
Other income not declared elsewhere2012-12-31$430,492
Administrative expenses (other) incurred2012-12-31$101,347
Total non interest bearing cash at end of year2012-12-31$17,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,968
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest earned on other investments2012-12-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$298,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,224,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,002,353
Contract administrator fees2012-12-31$53,299
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPM CPAS, PC
Accountancy firm EIN2012-12-31431109768

Form 5500 Responses for THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN

2022: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: THE TRADITIONAL BAKERY, INC. EMPLOYEE HEALTH CARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number417006412038
Policy instance 1
Insurance contract or identification number417006412038
Number of Individuals Covered115
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $43,656
Welfare Benefit Premiums Paid to CarrierUSD $334,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,656
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number417006412038
Policy instance 1
Insurance contract or identification number417006412038
Number of Individuals Covered142
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $57,174
Welfare Benefit Premiums Paid to CarrierUSD $381,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,164
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number417006412038
Policy instance 1
Insurance contract or identification number417006412038
Number of Individuals Covered170
Insurance policy start date2020-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $47,530
Welfare Benefit Premiums Paid to CarrierUSD $317,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,530
Additional information about fees paid to insurance brokerMANAGING PRODUCER FEE
Insurance broker organization code?3
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number417005412038
Policy instance 1
Insurance contract or identification number417005412038
Number of Individuals Covered179
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $333,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STHEALTH/CHARTIS (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number417005412038
Policy instance 1
Insurance contract or identification number417005412038
Number of Individuals Covered227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $356,192
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )
Policy contract number417004412038
Policy instance 1
Insurance contract or identification number417004412038
Number of Individuals Covered299
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $52,975
Welfare Benefit Premiums Paid to CarrierUSD $406,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,975
Additional information about fees paid to insurance brokerMANAGING PRODUCER FEE
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES LLC
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract number417003412038
Policy instance 1
Insurance contract or identification number417003412038
Number of Individuals Covered302
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $33,841
Welfare Benefit Premiums Paid to CarrierUSD $260,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,841
Insurance broker organization code?3
Insurance broker nameUSI MIDWEST INC
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number404388-B
Policy instance 1
Insurance contract or identification number404388-B
Number of Individuals Covered292
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $97,851
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
Welfare Benefit Premiums Paid to CarrierUSD $339,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,602
Insurance broker organization code?3
Insurance broker nameMED-PAY, INC.
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number404388-A
Policy instance 2
Insurance contract or identification number404388-A
Number of Individuals Covered292
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $93,358
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
Welfare Benefit Premiums Paid to CarrierUSD $314,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,815
Insurance broker organization code?3
Insurance broker nameMED-PAY, INC.
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract number0656630
Policy instance 1
Insurance contract or identification number0656630
Number of Individuals Covered0
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
Welfare Benefit Premiums Paid to CarrierUSD $380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMED-PAY, INC.
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract number0656630
Policy instance 1
Insurance contract or identification number0656630
Number of Individuals Covered317
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $89,425
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
Welfare Benefit Premiums Paid to CarrierUSD $298,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,529
Insurance broker organization code?3
Insurance broker nameMED-PAY, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number49805
Policy instance 2
Insurance contract or identification number49805
Number of Individuals Covered611
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,572
Total amount of fees paid to insurance companyUSD $12,583
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $366,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number001005597
Policy instance 1
Insurance contract or identification number001005597
Number of Individuals Covered324
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $46,787
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,801,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number49805
Policy instance 2
Insurance contract or identification number49805
Number of Individuals Covered593
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,738
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
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $377,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract number001005597
Policy instance 1
Insurance contract or identification number001005597
Number of Individuals Covered314
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $46,522
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,568,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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