SPRATT SAVINGS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST
| Measure | Date | Value |
|---|
| 2023 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $15,894 |
| Total plan liabilities at beginning of year | 2023-12-31 | $15,267 |
| Total income from all sources | 2023-12-31 | $189,135 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $224,815 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $211,710 |
| Total plan assets at end of year | 2023-12-31 | $61,735 |
| Total plan assets at beginning of year | 2023-12-31 | $96,788 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $685 |
| Other income received | 2023-12-31 | $2,406 |
| Net income (gross income less expenses) | 2023-12-31 | $-35,680 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $45,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $81,521 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $186,729 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $12,420 |
| 2022 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $14,110 |
| Total plan liabilities at beginning of year | 2022-12-31 | $11,793 |
| Total income from all sources | 2022-12-31 | $165,044 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $162,976 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $151,375 |
| Total plan assets at end of year | 2022-12-31 | $89,456 |
| Total plan assets at beginning of year | 2022-12-31 | $85,071 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $1,924 |
| Other income received | 2022-12-31 | $1,345 |
| Net income (gross income less expenses) | 2022-12-31 | $2,068 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $75,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $73,278 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $163,699 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $9,677 |
| 2021 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $12,953 |
| Total plan liabilities at beginning of year | 2021-12-31 | $12,993 |
| Total income from all sources | 2021-12-31 | $173,498 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $174,426 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $162,260 |
| Total plan assets at end of year | 2021-12-31 | $93,439 |
| Total plan assets at beginning of year | 2021-12-31 | $94,407 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $2,004 |
| Other income received | 2021-12-31 | $1,236 |
| Net income (gross income less expenses) | 2021-12-31 | $-928 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $80,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $81,414 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $172,262 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,162 |
| 2020 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $13,283 |
| Total plan liabilities at beginning of year | 2020-12-31 | $21,588 |
| Total income from all sources | 2020-12-31 | $209,537 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $183,322 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $168,999 |
| Total plan assets at end of year | 2020-12-31 | $96,520 |
| Total plan assets at beginning of year | 2020-12-31 | $78,610 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,087 |
| Other income received | 2020-12-31 | $2,148 |
| Net income (gross income less expenses) | 2020-12-31 | $26,215 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $83,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $57,022 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $207,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $12,236 |
| 2019 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $14,497 |
| Total plan liabilities at beginning of year | 2019-12-31 | $11,900 |
| Total income from all sources | 2019-12-31 | $176,627 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $175,866 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $163,355 |
| Total plan assets at end of year | 2019-12-31 | $52,789 |
| Total plan assets at beginning of year | 2019-12-31 | $49,431 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,299 |
| Other income received | 2019-12-31 | $2,155 |
| Net income (gross income less expenses) | 2019-12-31 | $761 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $38,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,531 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $174,472 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $11,212 |
| 2018 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $10,995 |
| Total plan liabilities at beginning of year | 2018-12-31 | $10,988 |
| Total income from all sources | 2018-12-31 | $170,241 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $158,261 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $146,569 |
| Total plan assets at end of year | 2018-12-31 | $45,670 |
| Total plan assets at beginning of year | 2018-12-31 | $33,683 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,111 |
| Other income received | 2018-12-31 | $1,834 |
| Net income (gross income less expenses) | 2018-12-31 | $11,980 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $34,675 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $22,695 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $168,407 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $10,581 |
| 2017 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $12,539 |
| Total plan liabilities at beginning of year | 2017-12-31 | $9,421 |
| Total income from all sources | 2017-12-31 | $163,888 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $171,252 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $158,896 |
| Total plan assets at end of year | 2017-12-31 | $38,439 |
| Total plan assets at beginning of year | 2017-12-31 | $42,685 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,233 |
| Other income received | 2017-12-31 | $1,436 |
| Net income (gross income less expenses) | 2017-12-31 | $-7,364 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $25,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $33,264 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $162,452 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $11,123 |
| 2016 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $8,838 |
| Total plan liabilities at beginning of year | 2016-12-31 | $14,047 |
| Total income from all sources | 2016-12-31 | $160,406 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $149,851 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $140,143 |
| Total plan assets at end of year | 2016-12-31 | $40,046 |
| Total plan assets at beginning of year | 2016-12-31 | $34,700 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,226 |
| Other income received | 2016-12-31 | $1,234 |
| Net income (gross income less expenses) | 2016-12-31 | $10,555 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $31,208 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $20,653 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $159,172 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,482 |
| 2015 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $13,121 |
| Total plan liabilities at beginning of year | 2015-12-31 | $14,396 |
| Total income from all sources | 2015-12-31 | $167,418 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $162,427 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $147,875 |
| Total plan assets at end of year | 2015-12-31 | $32,413 |
| Total plan assets at beginning of year | 2015-12-31 | $28,697 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $550 |
| Other income received | 2015-12-31 | $255 |
| Net income (gross income less expenses) | 2015-12-31 | $4,991 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $19,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,301 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $167,163 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,002 |
| 2014 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $13,380 |
| Total plan liabilities at beginning of year | 2014-12-31 | $7,468 |
| Total income from all sources | 2014-12-31 | $144,584 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $173,381 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $160,195 |
| Total plan assets at end of year | 2014-12-31 | $26,670 |
| Total plan assets at beginning of year | 2014-12-31 | $49,555 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $131 |
| Other income received | 2014-12-31 | $228 |
| Net income (gross income less expenses) | 2014-12-31 | $-28,797 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,290 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $42,087 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $144,356 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $13,055 |
| 2013 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $7,185 |
| Total plan liabilities at beginning of year | 2013-12-31 | $9,139 |
| Total income from all sources | 2013-12-31 | $135,374 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $143,263 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $129,846 |
| Total plan assets at end of year | 2013-12-31 | $47,672 |
| Total plan assets at beginning of year | 2013-12-31 | $57,515 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $120 |
| Other income received | 2013-12-31 | $516 |
| Net income (gross income less expenses) | 2013-12-31 | $-7,889 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $40,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,376 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $134,858 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $13,297 |
| 2012 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $9,294 |
| Total plan liabilities at beginning of year | 2012-12-31 | $7,308 |
| Total income from all sources | 2012-12-31 | $145,720 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $132,795 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $119,395 |
| Total plan assets at end of year | 2012-12-31 | $58,492 |
| Total plan assets at beginning of year | 2012-12-31 | $43,581 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $38 |
| Other income received | 2012-12-31 | $501 |
| Net income (gross income less expenses) | 2012-12-31 | $12,925 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $49,198 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $36,273 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $145,219 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $13,362 |
| 2011 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $7,091 |
| Total plan liabilities at beginning of year | 2011-12-31 | $8,250 |
| Total income from all sources | 2011-12-31 | $156,984 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $145,759 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $133,043 |
| Total plan assets at end of year | 2011-12-31 | $42,289 |
| Total plan assets at beginning of year | 2011-12-31 | $32,223 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $77 |
| Other income received | 2011-12-31 | $461 |
| Net income (gross income less expenses) | 2011-12-31 | $11,225 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $35,198 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $23,973 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $156,523 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $12,639 |
| 2010 : SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $6,072 |
| Total plan liabilities at beginning of year | 2010-12-31 | $10,383 |
| Total income from all sources | 2010-12-31 | $140,584 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $127,806 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $113,928 |
| Total plan assets at end of year | 2010-12-31 | $23,716 |
| Total plan assets at beginning of year | 2010-12-31 | $15,249 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $9 |
| Other income received | 2010-12-31 | $319 |
| Net income (gross income less expenses) | 2010-12-31 | $12,778 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $17,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,866 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $140,265 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $13,869 |
| 2023: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Mulitple employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SOUTH CAROLINA BANKERS EMPLOYEE BENEFIT TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Mulitple employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85419-38 |
| Policy instance | 5 |
| Insurance contract or identification number | 71-85419-38 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 ) |
| Policy contract number | 61692000 |
| Policy instance | 4 |
| Insurance contract or identification number | 61692000 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $569 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 ) |
| Policy contract number | 22010061 |
| Policy instance | 3 |
| Insurance contract or identification number | 22010061 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $184 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 68181-4 |
| Policy instance | 2 |
| Insurance contract or identification number | 68181-4 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $2,279 | | Total amount of fees paid to insurance company | USD $520 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,349 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85417-38 |
| Policy instance | 1 |
| Insurance contract or identification number | 71-85417-38 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85417-38 |
| Policy instance | 1 |
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 68181-4 |
| Policy instance | 2 |
| DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 ) |
| Policy contract number | 22010061 |
| Policy instance | 3 |
| DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 ) |
| Policy contract number | 61691000 |
| Policy instance | 4 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85419-38 |
| Policy instance | 5 |
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 68181-4 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85417-38 |
| Policy instance | 1 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 718541938 |
| Policy instance | 6 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85419-38 |
| Policy instance | 5 |
| DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 ) |
| Policy contract number | 61691000 |
| Policy instance | 4 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30 016141-0049 |
| Policy instance | 3 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85419-38 |
| Policy instance | 5 |
| DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 ) |
| Policy contract number | 61691000 |
| Policy instance | 4 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30 016141-0049 |
| Policy instance | 3 |
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 68181-4 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85417-38 |
| Policy instance | 1 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 71-85417-38 |
| Policy instance | 1 |
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 68181-4 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30 016141-0049 |
| Policy instance | 3 |
| DELTA DENTAL OF MISSOURI (National Association of Insurance Commissioners NAIC id number: 55697 ) |
| Policy contract number | 61691000 |
| Policy instance | 4 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 03-51236 |
| Policy instance | 1 |
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 68181-4 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30 016141-0049 |
| Policy instance | 3 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 03-55076 |
| Policy instance | 4 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 03-55076 |
| Policy instance | 4 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30 016141-0049 |
| Policy instance | 3 |
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 68181-4 |
| Policy instance | 2 |
| BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 ) |
| Policy contract number | 03-51236 |
| Policy instance | 1 |
