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GLEM HEALTH RETIREMENT PLAN 401k Plan overview

Plan NameGLEM HEALTH RETIREMENT PLAN
Plan identification number 001

GLEM HEALTH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GLEM HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:GLEM HEALTH, INC.
Employer identification number (EIN):462786531
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about GLEM HEALTH, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2013-05-15
Company Identification Number: P13000043514
Legal Registered Office Address: 21701 ROLLINGWOOD TRAIL

EUSTIS

32736

More information about GLEM HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLEM HEALTH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GLENN FECHTENBURG
0012018-01-01
0012017-01-01GLENN FECHTENBURG
0012016-01-01GLENN FECHTENBURG GLENN FECHTENBURG2017-07-03
0012015-01-01GLENN FECHTENBURG GLENN FECHTENBURG2016-07-06
0012014-01-01GLENN FECHTENBURG GLENN FECHTENBURG2015-03-31
0012013-05-16GLENN FECHTENBURG GLENN FECHTENBURG2014-04-08

Plan Statistics for GLEM HEALTH RETIREMENT PLAN

401k plan membership statisitcs for GLEM HEALTH RETIREMENT PLAN

Measure Date Value
2023: GLEM HEALTH RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0168
Total number of active participants reported on line 7a of the Form 55002023-01-010
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 participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: GLEM HEALTH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0182
Total number of active participants reported on line 7a of the Form 55002022-01-0158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0168
Number of participants with account balances2022-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GLEM HEALTH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0172
Total number of active participants reported on line 7a of the Form 55002021-01-0154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0160
Number of participants with account balances2021-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GLEM HEALTH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0166
Total number of active participants reported on line 7a of the Form 55002020-01-0144
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-018
Total of all active and inactive participants2020-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0152
Number of participants with account balances2020-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GLEM HEALTH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0155
Total number of active participants reported on line 7a of the Form 55002019-01-0148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0154
Number of participants with account balances2019-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GLEM HEALTH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0137
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GLEM HEALTH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0122
Total number of active participants reported on line 7a of the Form 55002017-01-0125
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0126
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GLEM HEALTH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-0114
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 participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GLEM HEALTH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-014
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 participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GLEM HEALTH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GLEM HEALTH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-162
Total number of active participants reported on line 7a of the Form 55002013-05-162
Number of retired or separated participants receiving benefits2013-05-160
Number of other retired or separated participants entitled to future benefits2013-05-160
Total of all active and inactive participants2013-05-162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-160
Total participants2013-05-162
Number of participants with account balances2013-05-162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-160

Financial Data on GLEM HEALTH RETIREMENT PLAN

Measure Date Value
2023 : GLEM HEALTH RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$-3,353,474
Total income from all sources2023-06-30$1,169,757
Expenses. Total of all expenses incurred2023-06-30$1,867
Total plan assets at end of year2023-06-30$0
Total plan assets at beginning of year2023-06-30$2,185,584
Value of fidelity bond covering the plan2023-06-30$385,000
Total contributions received or receivable from participants2023-06-30$59,182
Other income received2023-06-30$1,087,205
Net income (gross income less expenses)2023-06-30$1,167,890
Net plan assets at end of year (total assets less liabilities)2023-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$2,185,584
Total contributions received or receivable from employer(s)2023-06-30$23,370
Value of corrective distributions2023-06-30$1,867
2022 : GLEM HEALTH RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-37,287
Expenses. Total of all expenses incurred2022-12-31$20,880
Benefits paid (including direct rollovers)2022-12-31$20,055
Total plan assets at end of year2022-12-31$2,185,584
Total plan assets at beginning of year2022-12-31$2,243,751
Value of fidelity bond covering the plan2022-12-31$385,000
Total contributions received or receivable from participants2022-12-31$117,288
Other income received2022-12-31$-200,368
Net income (gross income less expenses)2022-12-31$-58,167
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,185,584
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,243,751
Assets. Value of employer securities2022-12-31$975,000
Total contributions received or receivable from employer(s)2022-12-31$45,793
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$825
2021 : GLEM HEALTH RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$327,403
Expenses. Total of all expenses incurred2021-12-31$20,997
Benefits paid (including direct rollovers)2021-12-31$19,792
Total plan assets at end of year2021-12-31$2,243,751
Total plan assets at beginning of year2021-12-31$1,937,345
Value of fidelity bond covering the plan2021-12-31$385,000
Total contributions received or receivable from participants2021-12-31$130,561
Other income received2021-12-31$150,426
Net income (gross income less expenses)2021-12-31$306,406
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,243,751
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,937,345
Assets. Value of employer securities2021-12-31$975,000
Total contributions received or receivable from employer(s)2021-12-31$46,416
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,205
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : GLEM HEALTH RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$2,945
Total income from all sources2020-12-31$321,052
Expenses. Total of all expenses incurred2020-12-31$6,675
Benefits paid (including direct rollovers)2020-12-31$6,575
Total plan assets at end of year2020-12-31$1,937,345
Total plan assets at beginning of year2020-12-31$1,625,913
Value of fidelity bond covering the plan2020-12-31$385,000
Total contributions received or receivable from participants2020-12-31$116,734
Other income received2020-12-31$151,981
Net income (gross income less expenses)2020-12-31$314,377
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,937,345
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,622,968
Assets. Value of employer securities2020-12-31$975,000
Total contributions received or receivable from employer(s)2020-12-31$52,337
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : GLEM HEALTH RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$2,945
Total plan liabilities at beginning of year2019-12-31$5
Total income from all sources2019-12-31$1,029,851
Expenses. Total of all expenses incurred2019-12-31$10,138
Benefits paid (including direct rollovers)2019-12-31$10,038
Total plan assets at end of year2019-12-31$1,625,913
Total plan assets at beginning of year2019-12-31$603,260
Value of fidelity bond covering the plan2019-12-31$385,000
Total contributions received or receivable from participants2019-12-31$92,704
Contributions received from other sources (not participants or employers)2019-12-31$217,227
Other income received2019-12-31$686,844
Net income (gross income less expenses)2019-12-31$1,019,713
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,622,968
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$603,255
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$3,390
Assets. Value of employer securities2019-12-31$949,519
Total contributions received or receivable from employer(s)2019-12-31$33,076
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : GLEM HEALTH RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$1
Total plan liabilities at beginning of year2018-12-31$7
Total income from all sources2018-12-31$106,327
Expenses. Total of all expenses incurred2018-12-31$5,787
Benefits paid (including direct rollovers)2018-12-31$5,417
Total plan assets at end of year2018-12-31$603,046
Total plan assets at beginning of year2018-12-31$502,512
Value of fidelity bond covering the plan2018-12-31$385,000
Total contributions received or receivable from participants2018-12-31$92,370
Other income received2018-12-31$-15,759
Net income (gross income less expenses)2018-12-31$100,540
Net plan assets at end of year (total assets less liabilities)2018-12-31$603,045
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$502,505
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$1,783
Assets. Value of employer securities2018-12-31$350,000
Total contributions received or receivable from employer(s)2018-12-31$29,716
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : GLEM HEALTH RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$7
Total income from all sources2017-12-31$222,142
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$502,512
Total plan assets at beginning of year2017-12-31$280,363
Value of fidelity bond covering the plan2017-12-31$385,000
Total contributions received or receivable from participants2017-12-31$53,263
Other income received2017-12-31$146,914
Net income (gross income less expenses)2017-12-31$222,142
Net plan assets at end of year (total assets less liabilities)2017-12-31$502,505
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$280,363
Assets. Value of employer securities2017-12-31$343,717
Total contributions received or receivable from employer(s)2017-12-31$21,965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GLEM HEALTH RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$123,571
Expenses. Total of all expenses incurred2016-12-31$835
Benefits paid (including direct rollovers)2016-12-31$835
Total plan assets at end of year2016-12-31$280,363
Total plan assets at beginning of year2016-12-31$157,627
Value of fidelity bond covering the plan2016-12-31$30,000
Total contributions received or receivable from participants2016-12-31$31,888
Other income received2016-12-31$75,491
Net income (gross income less expenses)2016-12-31$122,736
Net plan assets at end of year (total assets less liabilities)2016-12-31$280,363
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$157,627
Assets. Value of employer securities2016-12-31$214,000
Total contributions received or receivable from employer(s)2016-12-31$16,192
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GLEM HEALTH RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$68,492
Expenses. Total of all expenses incurred2015-12-31$865
Benefits paid (including direct rollovers)2015-12-31$865
Total plan assets at end of year2015-12-31$157,627
Total plan assets at beginning of year2015-12-31$90,000
Value of fidelity bond covering the plan2015-12-31$9,000
Total contributions received or receivable from participants2015-12-31$13,199
Other income received2015-12-31$50,001
Net income (gross income less expenses)2015-12-31$67,627
Net plan assets at end of year (total assets less liabilities)2015-12-31$157,627
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$90,000
Assets. Value of employer securities2015-12-31$140,000
Total contributions received or receivable from employer(s)2015-12-31$5,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GLEM HEALTH RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$10,000
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$90,000
Total plan assets at beginning of year2014-12-31$80,000
Other income received2014-12-31$10,000
Net income (gross income less expenses)2014-12-31$10,000
Net plan assets at end of year (total assets less liabilities)2014-12-31$90,000
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$80,000
Assets. Value of employer securities2014-12-31$90,000
2013 : GLEM HEALTH RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$80,001
Expenses. Total of all expenses incurred2013-12-31$1
Benefits paid (including direct rollovers)2013-12-31$1
Total plan assets at end of year2013-12-31$80,000
Contributions received from other sources (not participants or employers)2013-12-31$100,267
Other income received2013-12-31$-20,266
Net income (gross income less expenses)2013-12-31$80,000
Net plan assets at end of year (total assets less liabilities)2013-12-31$80,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Assets. Value of employer securities2013-12-31$80,000

Form 5500 Responses for GLEM HEALTH RETIREMENT PLAN

2023: GLEM HEALTH RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GLEM HEALTH RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GLEM HEALTH RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GLEM HEALTH RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GLEM HEALTH RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GLEM HEALTH RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GLEM HEALTH RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GLEM HEALTH RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GLEM HEALTH RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GLEM HEALTH RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GLEM HEALTH RETIREMENT PLAN 2013 form 5500 responses
2013-05-16Type of plan entitySingle employer plan
2013-05-16First time form 5500 has been submittedYes
2013-05-16Submission has been amendedNo
2013-05-16This submission is the final filingNo
2013-05-16This return/report is a short plan year return/report (less than 12 months)Yes
2013-05-16Plan is a collectively bargained planNo
2013-05-16Plan funding arrangement – TrustYes
2013-05-16Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819882
Policy instance 1
Insurance contract or identification number819882
Number of Individuals Covered31
Insurance policy start date2023-01-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819882
Policy instance 1
Insurance contract or identification number819882
Number of Individuals Covered27
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819882
Policy instance 1
Insurance contract or identification number819882
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819882
Policy instance 1
Insurance contract or identification number819882
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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