KERSH RISK MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST
401k plan membership statisitcs for KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2017: KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 0 |
| Total of all active and inactive participants | 2017-10-01 | 0 |
| 2016: KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 21 |
| Total of all active and inactive participants | 2016-12-01 | 21 |
| 2015: KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 23 |
| Total of all active and inactive participants | 2015-12-01 | 23 |
| Measure | Date | Value |
|---|
| 2017 : KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-09-30 | $13,679 |
| Total income from all sources | 2017-09-30 | $180,890 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $202,094 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $192,073 |
| Total plan assets at end of year | 2017-09-30 | $13,658 |
| Total plan assets at beginning of year | 2017-09-30 | $21,183 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $10,021 |
| Other income received | 2017-09-30 | $9,628 |
| Net income (gross income less expenses) | 2017-09-30 | $-21,204 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $-21 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $21,183 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $171,262 |
| 2016 : KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-11-30 | $360,883 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $339,700 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $324,245 |
| Total plan assets at end of year | 2016-11-30 | $21,183 |
| Total plan assets at beginning of year | 2016-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-11-30 | $15,455 |
| Other income received | 2016-11-30 | $41,082 |
| Net income (gross income less expenses) | 2016-11-30 | $21,183 |
| Net plan assets at end of year (total assets less liabilities) | 2016-11-30 | $21,183 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-11-30 | $319,801 |
| 2017: KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan funding arrangement – Trust | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KERSH RISK MANAGEMENT, LLC EMPLOYEE BENEFIT PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | First time form 5500 has been submitted | Yes |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan funding arrangement – Trust | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement - Trust | Yes |
| ALWAYSCARE BENEFITS, INC. (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $1,114 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $80 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $798 | | 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 number | NOT AVAILABLE |
| Policy instance | 3 |
| Insurance contract or identification number | NOT AVAILABLE | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $147 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $558 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
