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LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 401k Plan overview

Plan NameLEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC
Plan identification number 501

LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 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
  • Other welfare benefit cover

401k Sponsoring company profile

LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC has sponsored the creation of one or more 401k plans.

Company Name:LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC
Employer identification number (EIN):472642179
NAIC Classification:515100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01NADIA COVER
5012023-01-01GREGORY SCOTT JR.2024-10-15
5012022-01-01GREGORY SCOTT JR.2023-10-16
5012022-01-01GREGORY SCOTT JR.2024-02-22
5012021-01-01
5012021-01-01GREGORY SCOTT JR.
5012020-01-01
5012020-01-01
5012019-01-01JEFF MARTIN2020-10-15
5012018-01-01JEFF MARTIN2019-09-04
5012017-01-01
5012016-01-01
5012015-01-01JEFF MARTIN

Financial Data on LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC

Measure Date Value
2023 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,335,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,064,885
Total income from all sources (including contributions)2023-12-31$20,189,325
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$20,498,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$20,372,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$20,189,325
Value of total assets at end of year2023-12-31$1,551,338
Value of total assets at beginning of year2023-12-31$1,589,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$126,118
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,225,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$9,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$2,211
Liabilities. Value of operating payables at end of year2023-12-31$790,749
Liabilities. Value of operating payables at beginning of year2023-12-31$439,227
Total non interest bearing cash at end of year2023-12-31$1,541,641
Total non interest bearing cash at beginning of year2023-12-31$1,587,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-308,964
Value of net assets at end of year (total assets less liabilities)2023-12-31$-783,951
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$-474,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$4,497,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$14,963,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$15,874,946
Contract administrator fees2023-12-31$51,177
Liabilities. Value of benefit claims payable at end of year2023-12-31$1,544,540
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$1,625,658
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI LLP
Accountancy firm EIN2023-12-31390758449
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,335,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$2,064,885
Total income from all sources (including contributions)2023-01-01$20,189,325
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$20,498,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$20,372,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$20,189,325
Value of total assets at end of year2023-01-01$1,551,338
Value of total assets at beginning of year2023-01-01$1,589,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$126,118
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$5,225,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$9,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$2,211
Liabilities. Value of operating payables at end of year2023-01-01$790,749
Liabilities. Value of operating payables at beginning of year2023-01-01$439,227
Total non interest bearing cash at end of year2023-01-01$1,541,641
Total non interest bearing cash at beginning of year2023-01-01$1,587,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-308,964
Value of net assets at end of year (total assets less liabilities)2023-01-01$-783,951
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$-474,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$4,497,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$14,963,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$15,874,946
Contract administrator fees2023-01-01$51,177
Liabilities. Value of benefit claims payable at end of year2023-01-01$1,544,540
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$1,625,658
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01WIPFLI LLP
Accountancy firm EIN2023-01-01390758449
2022 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,944,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,770,169
Total income from all sources (including contributions)2022-12-31$19,025,637
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,244,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,095,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,025,637
Value of total assets at end of year2022-12-31$1,607,687
Value of total assets at beginning of year2022-12-31$2,653,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$149,244
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$34,372
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,184,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$20,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$208,172
Liabilities. Value of operating payables at end of year2022-12-31$318,516
Liabilities. Value of operating payables at beginning of year2022-12-31$126,543
Total non interest bearing cash at end of year2022-12-31$1,587,687
Total non interest bearing cash at beginning of year2022-12-31$2,444,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,219,346
Value of net assets at end of year (total assets less liabilities)2022-12-31$-336,487
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$882,859
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$3,882,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$13,840,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,213,677
Contract administrator fees2022-12-31$114,872
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,625,658
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,643,626
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 name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,944,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,770,169
Total income from all sources (including contributions)2022-01-01$19,025,637
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$20,244,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$20,095,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$19,025,637
Value of total assets at end of year2022-01-01$1,607,687
Value of total assets at beginning of year2022-01-01$2,653,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$149,244
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$34,372
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$5,184,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$20,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$208,172
Liabilities. Value of operating payables at end of year2022-01-01$318,516
Liabilities. Value of operating payables at beginning of year2022-01-01$126,543
Total non interest bearing cash at end of year2022-01-01$1,587,687
Total non interest bearing cash at beginning of year2022-01-01$2,444,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,219,346
Value of net assets at end of year (total assets less liabilities)2022-01-01$-336,487
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$882,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$3,882,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$13,840,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$16,213,677
Contract administrator fees2022-01-01$114,872
Liabilities. Value of benefit claims payable at end of year2022-01-01$1,625,658
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$1,643,626
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WIPFLI LLP
Accountancy firm EIN2022-01-01390758449
2021 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,770,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,276,126
Total income from all sources (including contributions)2021-12-31$17,440,670
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,206,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,971,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,440,670
Value of total assets at end of year2021-12-31$2,653,028
Value of total assets at beginning of year2021-12-31$2,924,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$235,581
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$10,169
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,320,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$208,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$386,154
Liabilities. Value of operating payables at end of year2021-12-31$126,543
Liabilities. Value of operating payables at beginning of year2021-12-31$154,510
Total non interest bearing cash at end of year2021-12-31$2,444,856
Total non interest bearing cash at beginning of year2021-12-31$2,538,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-765,912
Value of net assets at end of year (total assets less liabilities)2021-12-31$882,859
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,648,771
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$3,411,569
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$12,119,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,559,432
Contract administrator fees2021-12-31$225,412
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,643,626
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,121,616
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 name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,447,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$719,144
Total income from all sources (including contributions)2020-12-31$17,688,224
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$17,722,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,259,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,688,224
Value of total assets at end of year2020-12-31$2,893,573
Value of total assets at beginning of year2020-12-31$2,199,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$462,414
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$33,726
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,496,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$354,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$586,851
Administrative expenses (other) incurred2020-12-31$33,725
Liabilities. Value of operating payables at end of year2020-12-31$154,510
Liabilities. Value of operating payables at beginning of year2020-12-31$61,784
Total non interest bearing cash at end of year2020-12-31$2,538,743
Total non interest bearing cash at beginning of year2020-12-31$1,612,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-34,055
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,446,408
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,480,463
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$2,936,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$12,191,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,323,649
Contract administrator fees2020-12-31$428,689
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,292,655
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$657,360
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 name2020-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2020-12-31431126847
2019 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$719,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$719,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$928,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$928,618
Total income from all sources (including contributions)2019-12-31$10,784,204
Total income from all sources (including contributions)2019-12-31$10,784,204
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,689,118
Total of all expenses incurred2019-12-31$10,689,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,171,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,171,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,784,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,784,204
Value of total assets at end of year2019-12-31$2,199,607
Value of total assets at end of year2019-12-31$2,199,607
Value of total assets at beginning of year2019-12-31$2,313,995
Value of total assets at beginning of year2019-12-31$2,313,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$517,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$517,704
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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 bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$4,595,774
Contributions received from participants2019-12-31$4,595,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$586,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$586,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$200,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$200,858
Administrative expenses (other) incurred2019-12-31$17,553
Administrative expenses (other) incurred2019-12-31$17,553
Liabilities. Value of operating payables at end of year2019-12-31$61,784
Liabilities. Value of operating payables at end of year2019-12-31$61,784
Liabilities. Value of operating payables at beginning of year2019-12-31$53,583
Liabilities. Value of operating payables at beginning of year2019-12-31$53,583
Total non interest bearing cash at end of year2019-12-31$1,612,756
Total non interest bearing cash at end of year2019-12-31$1,612,756
Total non interest bearing cash at beginning of year2019-12-31$2,113,137
Total non interest bearing cash at beginning of year2019-12-31$2,113,137
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$95,086
Value of net income/loss2019-12-31$95,086
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,480,463
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,480,463
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,385,377
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,385,377
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$3,027,761
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,027,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$6,188,430
Contributions received in cash from employer2019-12-31$6,188,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,143,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,143,653
Contract administrator fees2019-12-31$500,151
Contract administrator fees2019-12-31$500,151
Liabilities. Value of benefit claims payable at end of year2019-12-31$657,360
Liabilities. Value of benefit claims payable at end of year2019-12-31$657,360
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$875,035
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$875,035
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 name2019-12-31WILLIAMS KEEPERS LLC
Accountancy firm name2019-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2019-12-31431126847
Accountancy firm EIN2019-12-31431126847
2018 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$928,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,472
Total income from all sources (including contributions)2018-12-31$10,630,290
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,177,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,747,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,630,290
Value of total assets at end of year2018-12-31$2,313,995
Value of total assets at beginning of year2018-12-31$1,935,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$429,759
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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 bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,198,970
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$804,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$200,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$261,771
Administrative expenses (other) incurred2018-12-31$14,440
Liabilities. Value of operating payables at end of year2018-12-31$53,583
Liabilities. Value of operating payables at beginning of year2018-12-31$3,472
Total non interest bearing cash at end of year2018-12-31$2,113,137
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-546,856
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,385,377
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,932,233
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,673,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,673,934
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,398,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$6,431,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,544,192
Contract administrator fees2018-12-31$415,319
Liabilities. Value of benefit claims payable at end of year2018-12-31$875,035
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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 name2018-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2018-12-31431126847
2017 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,438,126
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,583,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,172,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,438,126
Value of total assets at end of year2017-12-31$1,935,705
Value of total assets at beginning of year2017-12-31$1,077,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$411,260
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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 bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,297,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$261,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$463,704
Administrative expenses (other) incurred2017-12-31$11
Liabilities. Value of operating payables at end of year2017-12-31$3,472
Liabilities. Value of operating payables at beginning of year2017-12-31$0
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$854,413
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,932,233
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,077,820
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,673,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$614,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$614,116
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,507,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$5,140,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,665,214
Contract administrator fees2017-12-31$411,249
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 name2017-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2017-12-31431126847
2016 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,191
Total income from all sources (including contributions)2016-12-31$7,236,705
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,667,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,349,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,236,705
Value of total assets at end of year2016-12-31$1,077,820
Value of total assets at beginning of year2016-12-31$511,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$318,222
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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 bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,446,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$463,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$148,750
Administrative expenses (other) incurred2016-12-31$1,690
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$2,191
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$568,731
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,077,820
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$509,089
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$614,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$362,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$362,530
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,993,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$4,789,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,356,597
Contract administrator fees2016-12-31$316,532
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 name2016-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2016-12-31431126847
2015 : LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,721,245
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,212,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,833,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,721,245
Value of total assets at end of year2015-12-31$511,280
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$379,003
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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 bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,105,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$148,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$71,938
Liabilities. Value of operating payables at end of year2015-12-31$2,191
Liabilities. Value of operating payables at beginning of year2015-12-31$0
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$509,089
Value of net assets at end of year (total assets less liabilities)2015-12-31$509,089
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$362,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,653,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$4,615,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,180,083
Contract administrator fees2015-12-31$307,065
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 name2015-12-31WILLIAMS KEEPERS LLC
Accountancy firm EIN2015-12-31431126847

Form 5500 Responses for LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC

2023: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 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 filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEARFIELD COMMUNICATIONS GROUP BENEFIT TRUST, INC 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract numberC000032921001
Policy instance 3
Insurance contract or identification numberC000032921001
Number of Individuals Covered11
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $79,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0217222
Policy instance 2
Insurance contract or identification number0217222
Number of Individuals Covered2806
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,633
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,322,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number274904
Policy instance 1
Insurance contract or identification number274904
Number of Individuals Covered3087
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $279,419
Total amount of fees paid to insurance companyUSD $88,004
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,565,555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number274904
Policy instance 1
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number006699
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0217222
Policy instance 3
PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 )
Policy contract number57242-10001
Policy instance 4
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract numberC000032921001
Policy instance 5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0217222
Policy instance 3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number274904
Policy instance 1
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number006699
Policy instance 2
PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 )
Policy contract number57242-10001
Policy instance 4
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract numberC000032921001
Policy instance 5
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number274904
Policy instance 1
MONY (National Association of Insurance Commissioners NAIC id number: 78077 )
Policy contract number006699
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0217222
Policy instance 3
PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 )
Policy contract number57242-10001
Policy instance 4
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract numberC000032921001
Policy instance 5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0217222
Policy instance 5
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BFF3
Policy instance 4
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number03361
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30085876
Policy instance 2
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCLI 50,880
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number417004412309
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5482729
Policy instance 2
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number03361
Policy instance 3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number0000011648
Policy instance 4
NEW DIRECTIONS BEHAVORIAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00369 )
Policy contract number5157
Policy instance 5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246977
Policy instance 6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number60154
Policy instance 1
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5482729
Policy instance 2
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number03361
Policy instance 3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number0000011648
Policy instance 4
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number417003412309
Policy instance 5
NEW DIRECTIONS BEHAVORIAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00369 )
Policy contract number5157
Policy instance 6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246977
Policy instance 7
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00389994
Policy instance 2
BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 )
Policy contract number03361
Policy instance 3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number0000011648
Policy instance 4
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-0584
Policy instance 5
NEW DIRECTIONS BEHAVORIAL HEALTH (National Association of Insurance Commissioners NAIC id number: 00369 )
Policy contract number5157
Policy instance 6
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number060154
Policy instance 7
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number60154
Policy instance 1

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