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EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 401k Plan overview

Plan NameEIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN
Plan identification number 502

EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN Benefits

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

401k Sponsoring company profile

EIDE BAILLY LLP has sponsored the creation of one or more 401k plans.

Company Name:EIDE BAILLY LLP
Employer identification number (EIN):450250958
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about EIDE BAILLY LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1999-10-25
Company Identification Number: 1122127
Legal Registered Office Address: 1300 E 9TH ST
-
CLEVELAND
United States of America (USA)
441140000

More information about EIDE BAILLY LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-05-01ANGIE ROY2023-12-06 ANGIE ROY2023-12-06
5022021-05-01KARLA WILSON2022-08-25
5022020-05-01KARLA WILSON2021-08-03
5022019-05-01KARLA WILSON2020-08-17
5022018-05-01KARLA WILSON2019-08-20
5022017-05-01
5022016-05-01
5022015-05-01
5022014-05-01
5022013-05-01
5022012-05-01KARLA WILSON
5022011-05-01KARLA WILSON
5022009-05-01KARLA WILSON

Plan Statistics for EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN

401k plan membership statisitcs for EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN

Measure Date Value
2022: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-012,577
Total number of active participants reported on line 7a of the Form 55002022-05-012,874
Total of all active and inactive participants2022-05-012,874
2021: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-012,453
Total number of active participants reported on line 7a of the Form 55002021-05-012,577
Total of all active and inactive participants2021-05-012,577
2020: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-012,395
Total number of active participants reported on line 7a of the Form 55002020-05-012,453
Total of all active and inactive participants2020-05-012,453
2019: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-011,907
Total number of active participants reported on line 7a of the Form 55002019-05-012,395
Total of all active and inactive participants2019-05-012,395
2018: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-011,815
Total number of active participants reported on line 7a of the Form 55002018-05-011,907
Total of all active and inactive participants2018-05-011,907
2017: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-011,576
Total number of active participants reported on line 7a of the Form 55002017-05-011,815
Total of all active and inactive participants2017-05-011,815
2016: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-011,537
Total number of active participants reported on line 7a of the Form 55002016-05-011,576
Total of all active and inactive participants2016-05-011,576
2015: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-011,459
Total number of active participants reported on line 7a of the Form 55002015-05-011,537
Total of all active and inactive participants2015-05-011,537
2014: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-011,301
Total number of active participants reported on line 7a of the Form 55002014-05-011,459
Total of all active and inactive participants2014-05-011,459
2013: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-011,103
Total number of active participants reported on line 7a of the Form 55002013-05-011,301
Total of all active and inactive participants2013-05-011,301
2012: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-011,090
Total number of active participants reported on line 7a of the Form 55002012-05-011,103
Total of all active and inactive participants2012-05-011,103
2011: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-011,178
Total number of active participants reported on line 7a of the Form 55002011-05-011,090
Total of all active and inactive participants2011-05-011,090
2009: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-011,312
Total number of active participants reported on line 7a of the Form 55002009-05-011,150
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-011,150

Form 5500 Responses for EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN

2022: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – InsuranceYes
2021: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – InsuranceYes
2020: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes
2015: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2009: EIDE BAILLY LLP LIFE, AD&D AND DEPENDENTS LIFE INSURANCE PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered2878
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $49,462
Total amount of fees paid to insurance companyUSD $10,852
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $542,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,462
Insurance broker organization code?3
Amount paid for insurance broker fees10852
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered2513
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $42,677
Total amount of fees paid to insurance companyUSD $23,088
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $674,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,677
Insurance broker organization code?3
Amount paid for insurance broker fees23088
Additional information about fees paid to insurance brokerBONUS PAID
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered2456
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $39,355
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $621,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,355
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered2379
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $35,376
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $560,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,376
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered1970
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $29,231
Total amount of fees paid to insurance companyUSD $4,502
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $463,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,231
Amount paid for insurance broker fees4502
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered1822
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $24,825
Total amount of fees paid to insurance companyUSD $14,422
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $394,766
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,825
Insurance broker organization code?3
Amount paid for insurance broker fees14422
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker nameHAYS BENEFITS GROUP LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered1532
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $20,753
Total amount of fees paid to insurance companyUSD $5,351
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $331,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,753
Amount paid for insurance broker fees5351
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
Insurance broker nameHAYS GROUP INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered1459
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $17,488
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $280,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,488
Insurance broker organization code?3
Insurance broker nameHAYS GROUP INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered1301
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $14,644
Total amount of fees paid to insurance companyUSD $7,746
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $236,371
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,644
Amount paid for insurance broker fees7746
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameHAYS GROUP INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered1167
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $10,009
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $166,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,393
Insurance broker organization code?3
Insurance broker nameBENEFITS FOR SUCCESS LTD
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered1099
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $9,612
Total amount of fees paid to insurance companyUSD $1,164
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $160,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677749G
Policy instance 1
Insurance contract or identification number677749G
Number of Individuals Covered1072
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $9,454
Total amount of fees paid to insurance companyUSD $4,074
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $157,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,454
Amount paid for insurance broker fees4074
Additional information about fees paid to insurance brokerBONUS PAID
Insurance broker organization code?3
Insurance broker namePREMIER BENEFITS GROUP INC

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