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BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 401k Plan overview

Plan NameBUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN
Plan identification number 501

BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 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

BUTLER WEIHMULLER KATZ CRAIG, LLP has sponsored the creation of one or more 401k plans.

Company Name:BUTLER WEIHMULLER KATZ CRAIG, LLP
Employer identification number (EIN):592328807
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01TENILLE TURNER-TRIGG2023-10-13
5012021-01-01SCOTT KATZ2023-01-26
5012020-01-01SCOTT KATZ2021-10-14
5012019-01-01SCOTT KATZ2020-10-14
5012019-01-01SCOTT KATZ2021-10-15
5012018-01-01SCOTT KATZ2019-07-29
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01W DOUGLAS BERRY
5012011-01-01W DOUGLAS BERRY
5012010-01-01W DOUGLAS BERRY
5012009-01-01W DOUGLAS BERRY

Plan Statistics for BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN

401k plan membership statisitcs for BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN

Measure Date Value
2022: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01331
Total number of active participants reported on line 7a of the Form 55002022-01-01332
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01421
2021: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01283
Total number of active participants reported on line 7a of the Form 55002021-01-01318
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01382
2020: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01318
Total number of active participants reported on line 7a of the Form 55002020-01-01330
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01387
2019: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01283
Total number of active participants reported on line 7a of the Form 55002019-01-01254
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01318
2018: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01244
Total number of active participants reported on line 7a of the Form 55002018-01-01254
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01262
2017: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01251
Total number of active participants reported on line 7a of the Form 55002017-01-01256
Number of retired or separated participants receiving benefits2017-01-016
Total of all active and inactive participants2017-01-01262
2016: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01228
Total number of active participants reported on line 7a of the Form 55002016-01-01223
Number of retired or separated participants receiving benefits2016-01-015
Total of all active and inactive participants2016-01-01228
2015: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01233
Total number of active participants reported on line 7a of the Form 55002015-01-01223
Number of retired or separated participants receiving benefits2015-01-015
Total of all active and inactive participants2015-01-01228
2014: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01224
Total number of active participants reported on line 7a of the Form 55002014-01-01228
Number of retired or separated participants receiving benefits2014-01-015
Total of all active and inactive participants2014-01-01233
2013: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01219
Number of retired or separated participants receiving benefits2013-01-015
Total of all active and inactive participants2013-01-01224
2012: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01262
Total number of active participants reported on line 7a of the Form 55002012-01-01238
Number of retired or separated participants receiving benefits2012-01-015
Total of all active and inactive participants2012-01-01243
2011: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01227
Total number of active participants reported on line 7a of the Form 55002011-01-01260
Number of retired or separated participants receiving benefits2011-01-012
Total of all active and inactive participants2011-01-01262
2010: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01215
Total number of active participants reported on line 7a of the Form 55002010-01-01225
Number of retired or separated participants receiving benefits2010-01-012
Total of all active and inactive participants2010-01-01227
2009: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01210
Total number of active participants reported on line 7a of the Form 55002009-01-01213
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01215

Financial Data on BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN

Measure Date Value
2022 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$751,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$646,405
Total income from all sources (including contributions)2022-12-31$5,745,016
Total of all expenses incurred2022-12-31$5,607,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,395,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,745,016
Value of total assets at end of year2022-12-31$1,004,868
Value of total assets at beginning of year2022-12-31$762,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$211,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$774,512
Participant contributions at end of year2022-12-31$164,080
Participant contributions at beginning of year2022-12-31$66,269
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$654,683
Administrative expenses (other) incurred2022-12-31$211,850
Total non interest bearing cash at end of year2022-12-31$49,662
Total non interest bearing cash at beginning of year2022-12-31$10,036
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$137,437
Value of net assets at end of year (total assets less liabilities)2022-12-31$253,642
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$116,205
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$830,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,315,821
Employer contributions (assets) at end of year2022-12-31$751,226
Employer contributions (assets) at beginning of year2022-12-31$646,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,565,672
Liabilities. Value of benefit claims payable at end of year2022-12-31$751,226
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$646,405
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 name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$646,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$384,942
Total income from all sources (including contributions)2021-12-31$4,902,026
Total of all expenses incurred2021-12-31$4,886,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,678,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,902,026
Value of total assets at end of year2021-12-31$762,610
Value of total assets at beginning of year2021-12-31$485,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$207,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$775,673
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$318,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$66,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$47,552
Administrative expenses (other) incurred2021-12-31$207,147
Total non interest bearing cash at end of year2021-12-31$10,036
Total non interest bearing cash at beginning of year2021-12-31$12,796
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$15,957
Value of net assets at end of year (total assets less liabilities)2021-12-31$116,205
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$100,248
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$800,588
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$3,807,463
Employer contributions (assets) at end of year2021-12-31$646,405
Employer contributions (assets) at beginning of year2021-12-31$384,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,878,334
Liabilities. Value of benefit claims payable at end of year2021-12-31$646,405
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$384,942
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 name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$384,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$346,379
Total income from all sources (including contributions)2020-12-31$4,589,740
Total of all expenses incurred2020-12-31$4,642,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,429,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,589,740
Value of total assets at end of year2020-12-31$485,190
Value of total assets at beginning of year2020-12-31$499,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$212,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$692,196
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$451,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$47,552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$89,114
Administrative expenses (other) incurred2020-12-31$212,628
Total non interest bearing cash at end of year2020-12-31$12,796
Total non interest bearing cash at beginning of year2020-12-31$23,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-52,500
Value of net assets at end of year (total assets less liabilities)2020-12-31$100,248
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$152,748
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$793,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$3,445,663
Employer contributions (assets) at end of year2020-12-31$384,942
Employer contributions (assets) at beginning of year2020-12-31$346,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,636,414
Liabilities. Value of benefit claims payable at end of year2020-12-31$384,942
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$346,379
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 name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$346,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$346,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$374,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$374,794
Total income from all sources (including contributions)2019-12-31$4,122,792
Total income from all sources (including contributions)2019-12-31$4,122,792
Total of all expenses incurred2019-12-31$4,085,330
Total of all expenses incurred2019-12-31$4,085,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,888,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,888,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,122,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,122,792
Value of total assets at end of year2019-12-31$436,083
Value of total assets at end of year2019-12-31$436,083
Value of total assets at beginning of year2019-12-31$427,036
Value of total assets at beginning of year2019-12-31$427,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$197,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$197,111
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$668,212
Contributions received from participants2019-12-31$668,212
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$295,995
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$295,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$26,070
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$26,070
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,912
Administrative expenses (other) incurred2019-12-31$197,111
Administrative expenses (other) incurred2019-12-31$197,111
Total non interest bearing cash at end of year2019-12-31$23,734
Total non interest bearing cash at end of year2019-12-31$23,734
Total non interest bearing cash at beginning of year2019-12-31$430
Total non interest bearing cash at beginning of year2019-12-31$430
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$37,462
Value of net income/loss2019-12-31$37,462
Value of net assets at end of year (total assets less liabilities)2019-12-31$89,704
Value of net assets at end of year (total assets less liabilities)2019-12-31$89,704
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,242
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,242
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$682,287
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$682,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,158,585
Contributions received in cash from employer2019-12-31$3,158,585
Employer contributions (assets) at end of year2019-12-31$346,379
Employer contributions (assets) at end of year2019-12-31$346,379
Employer contributions (assets) at beginning of year2019-12-31$374,794
Employer contributions (assets) at beginning of year2019-12-31$374,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,205,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,205,932
Liabilities. Value of benefit claims payable at end of year2019-12-31$346,379
Liabilities. Value of benefit claims payable at end of year2019-12-31$346,379
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$374,794
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$374,794
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 name2019-12-31MARCUM LLP
Accountancy firm name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
Accountancy firm EIN2019-12-31111986323
2018 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$374,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$286,803
Total income from all sources (including contributions)2018-12-31$3,753,916
Total of all expenses incurred2018-12-31$3,774,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,543,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,753,916
Value of total assets at end of year2018-12-31$427,036
Value of total assets at beginning of year2018-12-31$360,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$231,095
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$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$589,914
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$499,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$15,457
Administrative expenses (other) incurred2018-12-31$231,095
Total non interest bearing cash at end of year2018-12-31$430
Total non interest bearing cash at beginning of year2018-12-31$17,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,955
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,242
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,197
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$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$577,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$2,664,991
Employer contributions (assets) at end of year2018-12-31$374,794
Employer contributions (assets) at beginning of year2018-12-31$286,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,966,459
Liabilities. Value of benefit claims payable at end of year2018-12-31$374,794
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$286,803
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 name2018-12-31SKODA MINOTTI
Accountancy firm EIN2018-12-31341945206
2017 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$286,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$194,199
Total income from all sources (including contributions)2017-12-31$3,143,620
Total of all expenses incurred2017-12-31$3,126,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,900,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,143,620
Value of total assets at end of year2017-12-31$360,000
Value of total assets at beginning of year2017-12-31$250,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$225,912
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$536,010
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$160,084
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$15,457
Administrative expenses (other) incurred2017-12-31$225,912
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$17,922
Total non interest bearing cash at end of year2017-12-31$17,840
Total non interest bearing cash at beginning of year2017-12-31$34,335
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$16,884
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,197
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,313
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$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$559,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$2,447,526
Employer contributions (assets) at end of year2017-12-31$286,803
Employer contributions (assets) at beginning of year2017-12-31$176,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,341,641
Liabilities. Value of benefit claims payable at end of year2017-12-31$286,803
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$176,277
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 name2017-12-31SKODA MINOTTI
Accountancy firm EIN2017-12-31341945206
2016 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$194,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$188,106
Total income from all sources (including contributions)2016-12-31$2,984,620
Total of all expenses incurred2016-12-31$2,992,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,764,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,984,620
Value of total assets at end of year2016-12-31$250,512
Value of total assets at beginning of year2016-12-31$252,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$228,075
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$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$531,244
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$305,547
Administrative expenses (other) incurred2016-12-31$228,075
Liabilities. Value of operating payables at end of year2016-12-31$17,922
Total non interest bearing cash at end of year2016-12-31$34,335
Total non interest bearing cash at beginning of year2016-12-31$24,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-8,159
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,313
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$64,472
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$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$587,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$2,147,829
Employer contributions (assets) at end of year2016-12-31$176,277
Employer contributions (assets) at beginning of year2016-12-31$188,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,177,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$176,277
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$188,106
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 name2016-12-31BURKE & COMPANY CPA'S P.A.
Accountancy firm EIN2016-12-31592817757
2015 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$188,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$230,135
Total income from all sources (including contributions)2015-12-31$3,085,308
Total of all expenses incurred2015-12-31$3,070,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,985,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,085,308
Value of total assets at end of year2015-12-31$252,578
Value of total assets at beginning of year2015-12-31$279,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$85,000
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$523,724
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$159,990
Administrative expenses (other) incurred2015-12-31$85,000
Total non interest bearing cash at end of year2015-12-31$24,572
Total non interest bearing cash at beginning of year2015-12-31$9,439
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$15,133
Value of net assets at end of year (total assets less liabilities)2015-12-31$64,472
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$49,339
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$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$693,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$2,401,594
Employer contributions (assets) at end of year2015-12-31$188,106
Employer contributions (assets) at beginning of year2015-12-31$230,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,292,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$188,106
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$230,135
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 name2015-12-31BURKE & COMPANY CPA'S P.A.
Accountancy firm EIN2015-12-31592817757
2014 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$230,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$90,107
Total income from all sources (including contributions)2014-12-31$3,283,358
Total of all expenses incurred2014-12-31$3,274,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,161,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,283,358
Value of total assets at end of year2014-12-31$279,474
Value of total assets at beginning of year2014-12-31$131,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$113,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$28,614
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$524,679
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$580,489
Administrative expenses (other) incurred2014-12-31$84,998
Total non interest bearing cash at end of year2014-12-31$9,439
Total non interest bearing cash at beginning of year2014-12-31$1,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,397
Value of net assets at end of year (total assets less liabilities)2014-12-31$49,339
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$39,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$39,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$683,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,178,190
Employer contributions (assets) at end of year2014-12-31$230,135
Employer contributions (assets) at beginning of year2014-12-31$90,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,477,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$230,135
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$90,107
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BURKE & COMPANY CPA'S P.A.
Accountancy firm EIN2014-12-31592817757
2013 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$250,807
Total transfer of assets from this plan2013-12-31$90,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$90,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$250,807
Total income from all sources (including contributions)2013-12-31$2,826,536
Total of all expenses incurred2013-12-31$2,948,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,843,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,826,536
Value of total assets at end of year2013-12-31$131,049
Value of total assets at beginning of year2013-12-31$253,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$105,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$20,219
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$490,712
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$76,743
Administrative expenses (other) incurred2013-12-31$85,001
Total non interest bearing cash at end of year2013-12-31$1,042
Total non interest bearing cash at beginning of year2013-12-31$2,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-122,425
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,942
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$39,900
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$659,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,259,081
Employer contributions (assets) at end of year2013-12-31$90,107
Employer contributions (assets) at beginning of year2013-12-31$250,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,184,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$90,107
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$250,807
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BURKE & COMPANY CPA'S P.A.
Accountancy firm EIN2013-12-31592817757
2012 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$195,624
Total transfer of assets from this plan2012-12-31$250,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$250,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$195,624
Total income from all sources (including contributions)2012-12-31$3,374,380
Total of all expenses incurred2012-12-31$3,325,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,221,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,374,380
Value of total assets at end of year2012-12-31$253,474
Value of total assets at beginning of year2012-12-31$204,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$103,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$18,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$465,634
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,824
Administrative expenses (other) incurred2012-12-31$85,000
Total non interest bearing cash at end of year2012-12-31$2,667
Total non interest bearing cash at beginning of year2012-12-31$8,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$49,365
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,667
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$648,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,889,922
Employer contributions (assets) at end of year2012-12-31$250,807
Employer contributions (assets) at beginning of year2012-12-31$195,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,573,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$250,807
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$195,624
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BURKE & COMPANY CPA'S P.A.
Accountancy firm EIN2012-12-31592817757
2011 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$195,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$122,485
Total income from all sources (including contributions)2011-12-31$2,605,872
Total of all expenses incurred2011-12-31$2,531,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,423,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,605,872
Value of total assets at end of year2011-12-31$204,109
Value of total assets at beginning of year2011-12-31$130,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$108,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$18,810
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$442,828
Administrative expenses (other) incurred2011-12-31$90,000
Total non interest bearing cash at end of year2011-12-31$8,485
Total non interest bearing cash at beginning of year2011-12-31$7,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$74,046
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,485
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$595,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,163,044
Employer contributions (assets) at end of year2011-12-31$195,624
Employer contributions (assets) at beginning of year2011-12-31$122,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,827,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$195,624
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$122,485
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BURKE & COMPANY CPA'S P.A.
Accountancy firm EIN2011-12-31592817757
2010 : BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$122,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$89,901
Total income from all sources (including contributions)2010-12-31$2,516,956
Total of all expenses incurred2010-12-31$2,482,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,363,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,516,956
Value of total assets at end of year2010-12-31$130,063
Value of total assets at beginning of year2010-12-31$95,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$118,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$18,809
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$413,060
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,379
Administrative expenses (other) incurred2010-12-31$100,000
Total non interest bearing cash at end of year2010-12-31$7,578
Total non interest bearing cash at beginning of year2010-12-31$5,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$34,429
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,578
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$537,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,101,517
Employer contributions (assets) at end of year2010-12-31$122,485
Employer contributions (assets) at beginning of year2010-12-31$89,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,826,297
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$122,485
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$89,901
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BURKE & COMPANY CPA'S P.A.
Accountancy firm EIN2010-12-31592817757

Form 5500 Responses for BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN

2022: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: BUTLER WEIHMULLER KATZ CRAIG LLP PARTNERS AND EMPLOYEES' BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 3
Insurance contract or identification numberEXRK
Number of Individuals Covered299
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,800
Total amount of fees paid to insurance companyUSD $46,926
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $586,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,800
Amount paid for insurance broker fees29329
Additional information about fees paid to insurance brokerADMINISTRATION FEE, SUPP COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number473601
Policy instance 2
Insurance contract or identification number473601
Number of Individuals Covered90
Insurance policy start date2022-01-01
Insurance policy end date2023-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLIFESTYLE ADD, LIFESTYLE LIFE
Welfare Benefit Premiums Paid to CarrierUSD $42,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number609147
Policy instance 1
Insurance contract or identification number609147
Number of Individuals Covered323
Insurance policy start date2022-01-01
Insurance policy end date2023-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $181,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number417005411593
Policy instance 2
Insurance contract or identification number417005411593
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $587,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number609147
Policy instance 1
Insurance contract or identification number609147
Number of Individuals Covered325
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $168,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-013405-000
Policy instance 2
Insurance contract or identification number16-013405-000
Number of Individuals Covered312
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,309
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $562,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21309
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number609147
Policy instance 1
Insurance contract or identification number609147
Number of Individuals Covered330
Insurance policy start date2020-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $164,474
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number417005411593
Policy instance 2
Insurance contract or identification number417005411593
Number of Individuals Covered281
Insurance policy start date2019-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $474,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number609147
Policy instance 1
Insurance contract or identification number609147
Number of Individuals Covered311
Insurance policy start date2019-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $149,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberP03799
Policy instance 3
Insurance contract or identification numberP03799
Number of Individuals Covered59
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,713
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,357
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number417005411593
Policy instance 2
Insurance contract or identification number417005411593
Number of Individuals Covered254
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $464,817
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number227059
Policy instance 1
Insurance contract or identification number227059
Number of Individuals Covered271
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $151,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number417005411593
Policy instance 2
Insurance contract or identification number417005411593
Number of Individuals Covered242
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $407,976
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number227059
Policy instance 1
Insurance contract or identification number227059
Number of Individuals Covered253
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $151,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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