401k Plan data: BEACON MOBILITY HEALTH AND WELFARE PLAN plan

BEACON MOBILITY HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	BEACON MOBILITY HEALTH AND WELFARE PLAN
Plan identification number	501

BEACON MOBILITY HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Prepaid legal Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

BEACON MOBILITY CORP. has sponsored the creation of one or more 401k plans.

Company Name: BEACON MOBILITY CORP.

Employer identification number (EIN): 465084167

NAIC Classification: 485410
NAIC Description: School and Employee Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACON MOBILITY HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2023-01-01 ANA IBANEZ 2024-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2023-01-01	ANA IBANEZ	2024-10-14

Form 5500 Responses for BEACON MOBILITY HEALTH AND WELFARE PLAN

2023: BEACON MOBILITY HEALTH AND WELFARE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	First time form 5500 has been submitted	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

243751

Policy instance

Insurance contract or identification number	243751
Number of Individuals Covered	2799
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $35,943
Total amount of fees paid to insurance company	USD $9,266
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $964,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COUNSELING GLOBAL DOMESTIC (National Association of Insurance Commissioners NAIC id number: 54161 )

Policy contract number

510008

Policy instance

Insurance contract or identification number	510008
Number of Individuals Covered	16728
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $155,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

802793

Policy instance

Insurance contract or identification number	802793
Number of Individuals Covered	930
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $56,017
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	ACCIDENT, CRITICAL ILLNESS, HOSPITAL
Welfare Benefit Premiums Paid to Carrier	USD $379,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN GENERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 39950 )

Policy contract number

9906417

Policy instance

Insurance contract or identification number	9906417
Number of Individuals Covered	262
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $7,551
Total amount of fees paid to insurance company	USD $496
Other welfare benefits provided	LEGAL
Welfare Benefit Premiums Paid to Carrier	USD $39,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SA2890LF101401

Policy instance

Insurance contract or identification number	SA2890LF101401
Number of Individuals Covered	11278
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $67,142
Total amount of fees paid to insurance company	USD $125,359
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Welfare Benefit Premiums Paid to Carrier	USD $1,342,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BEACON MOBILITY CORP.
Employer identification number (EIN):	465084167
NAIC Classification:	485410
NAIC Description:	School and Employee Bus Transportation