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BUPA WORLDWIDE CORPORATION 401(K) PLAN 401k Plan overview

Plan NameBUPA WORLDWIDE CORPORATION 401(K) PLAN
Plan identification number 001

BUPA WORLDWIDE CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BUPA WORLDWIDE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BUPA WORLDWIDE CORPORATION
Employer identification number (EIN):592729914
NAIC Classification:524140

Additional information about BUPA WORLDWIDE CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-09-09
Company Identification Number: M38054
Legal Registered Office Address: 17901 OLD CUTLER ROAD

PALMETTO BAY

33157

More information about BUPA WORLDWIDE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUPA WORLDWIDE CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SHIRLEY HORNER
0012023-01-01
0012023-01-01VANESSA URREGO
0012022-01-01
0012022-01-01SHIRLEY HORNER
0012021-01-01
0012021-01-01SHIRLEY HORNER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARIA GABRIELA MEMBRENO
0012016-01-01MARIA GABRIELA MEMBRENO
0012015-01-01MARIA GABRIELA MEMBRENO
0012014-01-01MARIA GABRIELA MEMBRENO
0012014-01-01MARIA GABRIELA MEMBRENO
0012013-01-01MARIA G. MEMBRENO
0012012-01-01MARIA G. MEMBRENO
0012012-01-01MARIA GABRIELA MEMBRENO
0012011-01-01MARIA G. MEMBRENO
0012009-01-01PAUL STAINES
0012009-01-01DANIEL ALBAN
0012008-01-01DANIEL ALBAN
0012008-01-01PAUL STAINES
0012007-01-01PAUL STAINES
0012007-01-01DANIEL ALBAN
0012006-01-01PAUL STAINES
0012006-01-01DANIEL ALBAN
0012005-01-01PAUL STAINES
0012005-01-01DANIEL ALBAN
0012004-01-01DANIEL ALBAN
0012004-01-01PAUL STAINES
0012003-01-01PAUL STAINES
0012003-01-01DANIEL ALBAN
0012002-01-01PAUL STAINES
0012002-01-01DANIEL ALBAN
0012001-01-01DANIEL ALBAN

Plan Statistics for BUPA WORLDWIDE CORPORATION 401(K) PLAN

401k plan membership statisitcs for BUPA WORLDWIDE CORPORATION 401(K) PLAN

Measure Date Value
2023: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01249
Total number of active participants reported on line 7a of the Form 55002023-01-0187
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01127
Total of all active and inactive participants2023-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01214
Number of participants with account balances2023-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01273
Total number of active participants reported on line 7a of the Form 55002022-01-01113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01135
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01311
Total number of active participants reported on line 7a of the Form 55002021-01-01140
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01130
Total of all active and inactive participants2021-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01270
Number of participants with account balances2021-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01370
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01125
Total of all active and inactive participants2020-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01309
Number of participants with account balances2020-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01402
Total number of active participants reported on line 7a of the Form 55002019-01-01260
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01110
Total of all active and inactive participants2019-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01370
Number of participants with account balances2019-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01502
Total number of active participants reported on line 7a of the Form 55002018-01-01318
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01403
Number of participants with account balances2018-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01387
Total number of active participants reported on line 7a of the Form 55002017-01-01336
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01156
Total of all active and inactive participants2017-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01493
Number of participants with account balances2017-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01535
Total number of active participants reported on line 7a of the Form 55002016-01-01326
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01173
Total of all active and inactive participants2016-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01499
Number of participants with account balances2016-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01537
Total number of active participants reported on line 7a of the Form 55002015-01-01366
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01534
Number of participants with account balances2015-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01463
Total number of active participants reported on line 7a of the Form 55002014-01-01362
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01170
Total of all active and inactive participants2014-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01532
Number of participants with account balances2014-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01451
Total number of active participants reported on line 7a of the Form 55002013-01-01387
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0184
Total of all active and inactive participants2013-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01471
Number of participants with account balances2013-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01329
Total number of active participants reported on line 7a of the Form 55002012-01-01387
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01451
Number of participants with account balances2012-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01257
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01329
Number of participants with account balances2011-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01232
Total number of active participants reported on line 7a of the Form 55002009-01-01310
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01350
Total participants2009-01-01350
Number of participants with account balances2009-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117
2008: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01199
Total number of active participants reported on line 7a of the Form 55002008-01-01232
Total of all active and inactive participants2008-01-01232
Total participants2008-01-01232
Number of participants with account balances2008-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-016
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
2007: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01166
Total number of active participants reported on line 7a of the Form 55002007-01-01180
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0119
Total of all active and inactive participants2007-01-01199
Total participants2007-01-01199
Number of participants with account balances2007-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-01199
Total number of active participants reported on line 7a of the Form 55002006-01-01169
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-0145
Total of all active and inactive participants2006-01-01214
Total participants2006-01-01214
Number of participants with account balances2006-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010
2005: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-01201
Total number of active participants reported on line 7a of the Form 55002005-01-01127
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-01127
Total participants2005-01-01127
Number of participants with account balances2005-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-010
2004: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-01160
Total number of active participants reported on line 7a of the Form 55002004-01-01166
Number of retired or separated participants receiving benefits2004-01-014
Number of other retired or separated participants entitled to future benefits2004-01-0131
Total of all active and inactive participants2004-01-01201
Total participants2004-01-01201
Number of participants with account balances2004-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2004-01-014
Number of employers contributing to the scheme2004-01-014
2003: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-01192
Total number of active participants reported on line 7a of the Form 55002003-01-01115
Number of other retired or separated participants entitled to future benefits2003-01-0163
Total of all active and inactive participants2003-01-01178
Total participants2003-01-01178
Number of participants with account balances2003-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2003-01-0111
Number of employers contributing to the scheme2003-01-012
2002: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-01177
Total number of active participants reported on line 7a of the Form 55002002-01-01133
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-0159
Total of all active and inactive participants2002-01-01192
Total participants2002-01-01192
Number of participants with account balances2002-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2002-01-013
Number of employers contributing to the scheme2002-01-015
2001: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-01177
Total number of active participants reported on line 7a of the Form 55002001-01-01137
Total of all active and inactive participants2001-01-01137
Total participants2001-01-01137
Number of participants with account balances2001-01-01137

Financial Data on BUPA WORLDWIDE CORPORATION 401(K) PLAN

Measure Date Value
2023 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,876,563
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,325,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,193,789
Expenses. Certain deemed distributions of participant loans2023-12-31$50,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,533,195
Value of total assets at end of year2023-12-31$22,113,311
Value of total assets at beginning of year2023-12-31$23,561,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$80,797
Total interest from all sources2023-12-31$28,915
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$451,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$451,315
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$884,167
Participant contributions at end of year2023-12-31$339,433
Participant contributions at beginning of year2023-12-31$433,037
Participant contributions at end of year2023-12-31$25,337
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$5,466
Other income not declared elsewhere2023-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,448,458
Value of net assets at end of year (total assets less liabilities)2023-12-31$22,113,311
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,561,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$44,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$19,410,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,787,940
Interest on participant loans2023-12-31$28,915
Value of interest in common/collective trusts at end of year2023-12-31$2,318,351
Value of interest in common/collective trusts at beginning of year2023-12-31$2,340,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,787,397
Net investment gain or loss from common/collective trusts2023-12-31$75,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$643,562
Employer contributions (assets) at end of year2023-12-31$19,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,193,789
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MARCUM, LLP
Accountancy firm EIN2023-12-31111986323
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,876,563
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$6,325,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$6,193,789
Expenses. Certain deemed distributions of participant loans2023-01-01$50,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,533,195
Value of total assets at end of year2023-01-01$22,113,311
Value of total assets at beginning of year2023-01-01$23,561,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$80,797
Total interest from all sources2023-01-01$28,915
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$451,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$451,315
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$884,167
Participant contributions at end of year2023-01-01$339,433
Participant contributions at beginning of year2023-01-01$433,037
Participant contributions at end of year2023-01-01$25,337
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$5,466
Other income not declared elsewhere2023-01-01$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-1,448,458
Value of net assets at end of year (total assets less liabilities)2023-01-01$22,113,311
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$23,561,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$44,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$19,410,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$20,787,940
Interest on participant loans2023-01-01$28,915
Value of interest in common/collective trusts at end of year2023-01-01$2,318,351
Value of interest in common/collective trusts at beginning of year2023-01-01$2,340,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,787,397
Net investment gain or loss from common/collective trusts2023-01-01$75,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$643,562
Employer contributions (assets) at end of year2023-01-01$19,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$6,193,789
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MARCUM, LLP
Accountancy firm EIN2023-01-01111986323
2022 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,334,198
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,773,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,660,430
Expenses. Certain deemed distributions of participant loans2022-12-31$27,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,927,946
Value of total assets at end of year2022-12-31$23,561,769
Value of total assets at beginning of year2022-12-31$28,669,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,220
Total interest from all sources2022-12-31$24,920
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$473,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$473,167
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,129,523
Participant contributions at end of year2022-12-31$433,037
Participant contributions at beginning of year2022-12-31$487,453
Other income not declared elsewhere2022-12-31$65,026
Administrative expenses (other) incurred2022-12-31$85,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,107,837
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,561,769
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,669,606
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 in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,787,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,032,140
Interest on participant loans2022-12-31$24,920
Value of interest in common/collective trusts at end of year2022-12-31$2,340,792
Value of interest in common/collective trusts at beginning of year2022-12-31$2,150,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,877,503
Net investment gain or loss from common/collective trusts2022-12-31$52,246
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$798,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,660,430
Did the plan have assets held for investment2022-12-31Yes
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 name2022-12-31MARTINELLI & COMPANY LLC
Accountancy firm EIN2022-12-31271787643
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,334,198
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,773,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,660,430
Expenses. Certain deemed distributions of participant loans2022-01-01$27,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,927,946
Value of total assets at end of year2022-01-01$23,561,769
Value of total assets at beginning of year2022-01-01$28,669,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$85,220
Total interest from all sources2022-01-01$24,920
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$473,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$473,167
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,129,523
Participant contributions at end of year2022-01-01$433,037
Participant contributions at beginning of year2022-01-01$487,453
Other income not declared elsewhere2022-01-01$65,026
Administrative expenses (other) incurred2022-01-01$85,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-5,107,837
Value of net assets at end of year (total assets less liabilities)2022-01-01$23,561,769
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$28,669,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$20,787,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$26,032,140
Interest on participant loans2022-01-01$24,920
Value of interest in common/collective trusts at end of year2022-01-01$2,340,792
Value of interest in common/collective trusts at beginning of year2022-01-01$2,150,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,877,503
Net investment gain or loss from common/collective trusts2022-01-01$52,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$798,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,660,430
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MARTINELLI & COMPANY LLC
Accountancy firm EIN2022-01-01271787643
2021 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,012,306
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,934,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,787,190
Expenses. Certain deemed distributions of participant loans2021-12-31$52,411
Value of total corrective distributions2021-12-31$585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,538,282
Value of total assets at end of year2021-12-31$28,669,606
Value of total assets at beginning of year2021-12-31$25,591,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$94,026
Total interest from all sources2021-12-31$32,913
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$612,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$612,759
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,372,953
Participant contributions at end of year2021-12-31$487,453
Participant contributions at beginning of year2021-12-31$517,242
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$166,645
Other income not declared elsewhere2021-12-31$6,877
Administrative expenses (other) incurred2021-12-31$94,026
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$3,078,094
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,669,606
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,591,512
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 in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,032,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,371,141
Interest on participant loans2021-12-31$32,913
Value of interest in common/collective trusts at end of year2021-12-31$2,150,013
Value of interest in common/collective trusts at beginning of year2021-12-31$2,703,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,775,947
Net investment gain or loss from common/collective trusts2021-12-31$45,528
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$998,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,787,190
Did the plan have assets held for investment2021-12-31Yes
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 name2021-12-31MARTINELLI & COMPANY LLC
Accountancy firm EIN2021-12-31271787643
2020 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,456,645
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,142,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,930,736
Expenses. Certain deemed distributions of participant loans2020-12-31$128,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,447,113
Value of total assets at end of year2020-12-31$25,591,512
Value of total assets at beginning of year2020-12-31$24,277,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$82,786
Total interest from all sources2020-12-31$38,576
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$503,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$503,847
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,383,573
Participant contributions at end of year2020-12-31$517,242
Participant contributions at beginning of year2020-12-31$790,850
Other income not declared elsewhere2020-12-31$189
Administrative expenses (other) incurred2020-12-31$82,786
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$1,314,443
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,591,512
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,277,069
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 in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,371,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,480,051
Interest on participant loans2020-12-31$38,576
Value of interest in common/collective trusts at end of year2020-12-31$2,703,129
Value of interest in common/collective trusts at beginning of year2020-12-31$3,006,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,409,433
Net investment gain or loss from common/collective trusts2020-12-31$57,487
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$1,063,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,930,736
Did the plan have assets held for investment2020-12-31Yes
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2020-12-31271787643
2019 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,702,301
Total income from all sources (including contributions)2019-12-31$6,702,301
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,259,657
Total of all expenses incurred2019-12-31$2,259,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,144,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,144,855
Expenses. Certain deemed distributions of participant loans2019-12-31$35,791
Expenses. Certain deemed distributions of participant loans2019-12-31$35,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,144,521
Value of total assets at end of year2019-12-31$24,277,069
Value of total assets at end of year2019-12-31$24,277,069
Value of total assets at beginning of year2019-12-31$19,834,425
Value of total assets at beginning of year2019-12-31$19,834,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,011
Total interest from all sources2019-12-31$45,598
Total interest from all sources2019-12-31$45,598
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$530,346
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$530,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$530,346
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$530,346
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$1,748,589
Contributions received from participants2019-12-31$1,748,589
Participant contributions at end of year2019-12-31$790,850
Participant contributions at end of year2019-12-31$790,850
Participant contributions at beginning of year2019-12-31$986,407
Participant contributions at beginning of year2019-12-31$986,407
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,571
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$75,571
Other income not declared elsewhere2019-12-31$9,906
Other income not declared elsewhere2019-12-31$9,906
Administrative expenses (other) incurred2019-12-31$79,011
Administrative expenses (other) incurred2019-12-31$79,011
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$4,442,644
Value of net income/loss2019-12-31$4,442,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,277,069
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,277,069
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,834,425
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,834,425
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 in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,480,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,480,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,195,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,195,516
Interest on participant loans2019-12-31$45,598
Interest on participant loans2019-12-31$45,598
Value of interest in common/collective trusts at end of year2019-12-31$3,006,168
Value of interest in common/collective trusts at end of year2019-12-31$3,006,168
Value of interest in common/collective trusts at beginning of year2019-12-31$2,652,502
Value of interest in common/collective trusts at beginning of year2019-12-31$2,652,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,906,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,906,457
Net investment gain or loss from common/collective trusts2019-12-31$65,473
Net investment gain or loss from common/collective trusts2019-12-31$65,473
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$1,320,361
Contributions received in cash from employer2019-12-31$1,320,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,144,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,144,855
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARTINELLI & COMPANY, LLC
Accountancy firm name2019-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2019-12-31271787643
Accountancy firm EIN2019-12-31271787643
2018 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,762
Total income from all sources (including contributions)2018-12-31$2,427,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,534,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,442,828
Expenses. Certain deemed distributions of participant loans2018-12-31$14,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,243,163
Value of total assets at end of year2018-12-31$19,834,425
Value of total assets at beginning of year2018-12-31$18,944,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$77,909
Total interest from all sources2018-12-31$45,007
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$595,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$595,211
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,785,803
Participant contributions at end of year2018-12-31$986,407
Participant contributions at beginning of year2018-12-31$1,002,681
Other income not declared elsewhere2018-12-31$232
Administrative expenses (other) incurred2018-12-31$77,909
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$892,764
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,834,425
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,941,661
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 in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,195,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,787,660
Interest on participant loans2018-12-31$45,007
Value of interest in common/collective trusts at end of year2018-12-31$2,652,502
Value of interest in common/collective trusts at beginning of year2018-12-31$2,154,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,506,017
Net investment gain or loss from common/collective trusts2018-12-31$49,920
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$1,457,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,442,828
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,762
Did the plan have assets held for investment2018-12-31Yes
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2018-12-31271787643
2017 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,128,066
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,162,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,092,366
Expenses. Certain deemed distributions of participant loans2017-12-31$1,541
Value of total corrective distributions2017-12-31$2,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,926,488
Value of total assets at end of year2017-12-31$18,944,423
Value of total assets at beginning of year2017-12-31$14,976,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,788
Total interest from all sources2017-12-31$38,313
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$444,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$444,681
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,620,244
Participant contributions at end of year2017-12-31$1,002,681
Participant contributions at beginning of year2017-12-31$864,115
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$85,097
Other income not declared elsewhere2017-12-31$5
Administrative expenses (other) incurred2017-12-31$65,788
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$3,965,609
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,941,661
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,976,052
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 in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,787,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,111,937
Interest on participant loans2017-12-31$38,313
Value of interest in common/collective trusts at end of year2017-12-31$2,154,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,688,879
Net investment gain or loss from common/collective trusts2017-12-31$29,700
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$1,221,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,092,366
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,762
Did the plan have assets held for investment2017-12-31Yes
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2017-12-31271787643
2016 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,484,648
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,070,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,031,363
Expenses. Certain deemed distributions of participant loans2016-12-31$12,909
Value of total corrective distributions2016-12-31$3,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,657,664
Value of total assets at end of year2016-12-31$14,976,052
Value of total assets at beginning of year2016-12-31$13,561,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,171
Total interest from all sources2016-12-31$31,877
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$406,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$406,756
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,451,319
Participant contributions at end of year2016-12-31$864,115
Participant contributions at beginning of year2016-12-31$762,867
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$43,788
Other income not declared elsewhere2016-12-31$2
Administrative expenses (other) incurred2016-12-31$23,171
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$1,414,155
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,976,052
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,561,897
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 in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,111,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,799,030
Interest on participant loans2016-12-31$31,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$388,349
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$1,162,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,031,363
Did the plan have assets held for investment2016-12-31Yes
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2016-12-31271787643
2015 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,537,404
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,119,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,057,046
Expenses. Certain deemed distributions of participant loans2015-12-31$44,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,581,181
Value of total assets at end of year2015-12-31$13,561,897
Value of total assets at beginning of year2015-12-31$12,144,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,731
Total interest from all sources2015-12-31$28,868
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$731,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$731,127
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,417,207
Participant contributions at end of year2015-12-31$762,867
Participant contributions at beginning of year2015-12-31$714,475
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$70,130
Other income not declared elsewhere2015-12-31$1,399
Administrative expenses (other) incurred2015-12-31$18,731
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$1,417,428
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,561,897
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,144,469
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 in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,799,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,429,994
Interest on participant loans2015-12-31$28,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-805,171
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$1,093,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,057,046
Did the plan have assets held for investment2015-12-31Yes
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2015-12-31271787643
2014 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,099,768
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,167,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,147,546
Expenses. Certain deemed distributions of participant loans2014-12-31$8
Value of total corrective distributions2014-12-31$642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,484,293
Value of total assets at end of year2014-12-31$12,144,469
Value of total assets at beginning of year2014-12-31$10,212,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,307
Total interest from all sources2014-12-31$24,603
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$593,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$593,266
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,194,086
Participant contributions at end of year2014-12-31$714,475
Participant contributions at beginning of year2014-12-31$634,781
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$180,894
Administrative expenses (other) incurred2014-12-31$19,307
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$1,932,265
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,144,469
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,212,204
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 in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,429,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,577,423
Interest on participant loans2014-12-31$24,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,394
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$1,109,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,147,546
Did the plan have assets held for investment2014-12-31Yes
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2014-12-31271787643
2013 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,508,935
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$608,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$591,541
Expenses. Certain deemed distributions of participant loans2013-12-31$414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,413,960
Value of total assets at end of year2013-12-31$10,212,204
Value of total assets at beginning of year2013-12-31$7,312,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,952
Total interest from all sources2013-12-31$19,370
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$358,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$358,649
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,140,731
Participant contributions at end of year2013-12-31$634,781
Participant contributions at beginning of year2013-12-31$434,503
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$47,022
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$248,342
Other income not declared elsewhere2013-12-31$3,790
Administrative expenses (other) incurred2013-12-31$16,952
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$2,900,028
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,212,204
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,312,176
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 in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,577,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,830,651
Interest on participant loans2013-12-31$19,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$713,166
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$1,024,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$591,541
Did the plan have assets held for investment2013-12-31Yes
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2013-12-31271787643
2012 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,049,871
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,099,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,085,418
Expenses. Certain deemed distributions of participant loans2012-12-31$894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,474,677
Value of total assets at end of year2012-12-31$7,312,176
Value of total assets at beginning of year2012-12-31$6,361,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,262
Total interest from all sources2012-12-31$17,568
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$145,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$145,565
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$779,451
Participant contributions at end of year2012-12-31$434,503
Participant contributions at beginning of year2012-12-31$352,510
Assets. Other investments not covered elsewhere at end of year2012-12-31$47,022
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$44,615
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$106,278
Other income not declared elsewhere2012-12-31$-3,470
Administrative expenses (other) incurred2012-12-31$13,262
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$950,297
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,312,176
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,361,879
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,830,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,858,116
Interest on participant loans2012-12-31$17,568
Value of interest in common/collective trusts at beginning of year2012-12-31$295,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,811,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,811,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$371,772
Net investment gain or loss from common/collective trusts2012-12-31$43,759
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$588,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,085,418
Did the plan have assets held for investment2012-12-31Yes
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2012-12-31271787643
2011 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,207,360
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$854,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$848,944
Expenses. Certain deemed distributions of participant loans2011-12-31$1,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,144,780
Value of total assets at end of year2011-12-31$6,361,879
Value of total assets at beginning of year2011-12-31$6,009,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,262
Total interest from all sources2011-12-31$2,581
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$61,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$61,137
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$608,818
Participant contributions at end of year2011-12-31$352,510
Participant contributions at beginning of year2011-12-31$288,624
Participant contributions at beginning of year2011-12-31$25,149
Assets. Other investments not covered elsewhere at end of year2011-12-31$44,615
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$11,981
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$123,179
Administrative expenses (other) incurred2011-12-31$4,262
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$352,411
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,361,879
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,009,468
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,858,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,948,821
Interest on participant loans2011-12-31$2,581
Value of interest in common/collective trusts at end of year2011-12-31$295,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,811,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,716,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$25
Net investment gain or loss from common/collective trusts2011-12-31$-1,163
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$412,783
Employer contributions (assets) at beginning of year2011-12-31$18,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$848,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARTINELLI & CO LLC
Accountancy firm EIN2011-12-31271787643
2010 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,719,942
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$486,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$480,847
Expenses. Certain deemed distributions of participant loans2010-12-31$4,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,216,279
Value of total assets at end of year2010-12-31$6,009,468
Value of total assets at beginning of year2010-12-31$4,776,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,325
Total interest from all sources2010-12-31$78,724
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$661,355
Participant contributions at end of year2010-12-31$288,624
Participant contributions at beginning of year2010-12-31$264,505
Participant contributions at end of year2010-12-31$25,149
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$11,981
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,376
Other income not declared elsewhere2010-12-31$1
Administrative expenses (other) incurred2010-12-31$1,325
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$1,232,950
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,009,468
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,776,518
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,948,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,955,728
Interest on participant loans2010-12-31$13,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,716,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,556,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$424,938
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$519,548
Employer contributions (assets) at end of year2010-12-31$18,772
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$480,847
Did the plan have assets held for investment2010-12-31Yes
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2010-12-31271787643
2009 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2008 401k financial data
Total income from all sources (including contributions)2008-12-31$86,797
Total of all expenses incurred2008-12-31$345,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$339,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$980,562
Value of total assets at end of year2008-12-31$3,353,949
Value of total assets at beginning of year2008-12-31$3,612,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$6,471
Total interest from all sources2008-12-31$9,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31No
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$498,345
Participant contributions at end of year2008-12-31$217,633
Participant contributions at beginning of year2008-12-31$184,369
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$59,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-259,032
Value of net assets at end of year (total assets less liabilities)2008-12-31$3,353,949
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$3,612,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in pooled separate accounts at end of year2008-12-31$2,414,959
Value of interest in pooled separate accounts at beginning of year2008-12-31$3,048,914
Interest on participant loans2008-12-31$9,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$721,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$379,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$17,458
Net investment gain/loss from pooled separate accounts2008-12-31$-921,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$422,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$339,358
Contract administrator fees2008-12-31$6,471
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31No
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2008-12-31271787643
2007 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2007 401k financial data
Total income from all sources (including contributions)2007-12-31$851,798
Total of all expenses incurred2007-12-31$299,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2007-12-31$273,159
Expenses. Certain deemed distributions of participant loans2007-12-31$20,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2007-12-31$710,178
Value of total assets at end of year2007-12-31$3,612,981
Value of total assets at beginning of year2007-12-31$3,060,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2007-12-31$5,019
Total interest from all sources2007-12-31$9,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2007-12-31No
Was this plan covered by a fidelity bond2007-12-31No
If this is an individual account plan, was there a blackout period2007-12-31No
Were there any nonexempt tranactions with any party-in-interest2007-12-31No
Contributions received from participants2007-12-31$373,100
Participant contributions at end of year2007-12-31$184,369
Participant contributions at beginning of year2007-12-31$95,761
Participant contributions at beginning of year2007-12-31$14,902
Income. Received or receivable in cash from other sources (including rollovers)2007-12-31$35,678
Other income not declared elsewhere2007-12-31$-3,788
Administrative expenses (other) incurred2007-12-31$5,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Value of net income/loss2007-12-31$552,785
Value of net assets at end of year (total assets less liabilities)2007-12-31$3,612,981
Value of net assets at beginning of year (total assets less liabilities)2007-12-31$3,060,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2007-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2007-12-31No
Were any leases to which the plan was party in default or uncollectible2007-12-31No
Value of interest in pooled separate accounts at end of year2007-12-31$3,048,914
Value of interest in pooled separate accounts at beginning of year2007-12-31$2,501,474
Interest on participant loans2007-12-31$9,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2007-12-31$379,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2007-12-31$435,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2007-12-31$13,890
Net investment gain/loss from pooled separate accounts2007-12-31$121,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2007-12-31No
Was there a failure to transmit to the plan any participant contributions2007-12-31No
Has the plan failed to provide any benefit when due under the plan2007-12-31No
Contributions received in cash from employer2007-12-31$301,400
Employer contributions (assets) at beginning of year2007-12-31$12,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2007-12-31$273,159
Did the plan have assets held for investment2007-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2007-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2007-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2007-12-31No
Opinion of an independent qualified public accountant for this plan2007-12-31Disclaimer
Accountancy firm name2007-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2007-12-31271787643
2006 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2006 401k financial data
Total income from all sources (including contributions)2006-12-31$864,306
Total of all expenses incurred2006-12-31$227,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2006-12-31$201,656
Expenses. Certain deemed distributions of participant loans2006-12-31$21,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2006-12-31$657,033
Value of total assets at end of year2006-12-31$3,060,196
Value of total assets at beginning of year2006-12-31$2,423,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2006-12-31$4,475
Total interest from all sources2006-12-31$8,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2006-12-31No
Was this plan covered by a fidelity bond2006-12-31No
If this is an individual account plan, was there a blackout period2006-12-31No
Were there any nonexempt tranactions with any party-in-interest2006-12-31No
Contributions received from participants2006-12-31$364,497
Participant contributions at end of year2006-12-31$95,761
Participant contributions at beginning of year2006-12-31$101,522
Participant contributions at end of year2006-12-31$14,902
Income. Received or receivable in cash from other sources (including rollovers)2006-12-31$15,748
Other income not declared elsewhere2006-12-31$-51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Value of net income/loss2006-12-31$636,424
Value of net assets at end of year (total assets less liabilities)2006-12-31$3,060,196
Value of net assets at beginning of year (total assets less liabilities)2006-12-31$2,423,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2006-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2006-12-31No
Were any leases to which the plan was party in default or uncollectible2006-12-31No
Value of interest in pooled separate accounts at end of year2006-12-31$2,501,474
Value of interest in pooled separate accounts at beginning of year2006-12-31$2,076,146
Interest on participant loans2006-12-31$8,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2006-12-31$435,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2006-12-31$246,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2006-12-31$11,036
Net investment gain/loss from pooled separate accounts2006-12-31$187,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2006-12-31No
Was there a failure to transmit to the plan any participant contributions2006-12-31No
Has the plan failed to provide any benefit when due under the plan2006-12-31No
Contributions received in cash from employer2006-12-31$276,788
Employer contributions (assets) at end of year2006-12-31$12,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2006-12-31$201,656
Contract administrator fees2006-12-31$4,475
Did the plan have assets held for investment2006-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2006-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2006-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2006-12-31No
Opinion of an independent qualified public accountant for this plan2006-12-31Disclaimer
Accountancy firm name2006-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2006-12-31271787643
2005 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2005 401k financial data
Total income from all sources (including contributions)2005-12-31$561,160
Total of all expenses incurred2005-12-31$134,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2005-12-31$130,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2005-12-31$453,356
Value of total assets at end of year2005-12-31$2,423,772
Value of total assets at beginning of year2005-12-31$1,996,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2005-12-31$3,846
Total interest from all sources2005-12-31$6,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2005-12-31No
Was this plan covered by a fidelity bond2005-12-31Yes
Value of fidelity bond cover2005-12-31$1,000,000
If this is an individual account plan, was there a blackout period2005-12-31No
Were there any nonexempt tranactions with any party-in-interest2005-12-31No
Contributions received from participants2005-12-31$249,203
Participant contributions at end of year2005-12-31$101,522
Participant contributions at beginning of year2005-12-31$123,477
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2005-12-31$2,614
Other income not declared elsewhere2005-12-31$7,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Value of net income/loss2005-12-31$427,143
Value of net assets at end of year (total assets less liabilities)2005-12-31$2,423,772
Value of net assets at beginning of year (total assets less liabilities)2005-12-31$1,996,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2005-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2005-12-31No
Were any leases to which the plan was party in default or uncollectible2005-12-31No
Value of interest in pooled separate accounts at end of year2005-12-31$2,076,146
Value of interest in pooled separate accounts at beginning of year2005-12-31$1,735,479
Interest on participant loans2005-12-31$6,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2005-12-31$246,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2005-12-31$137,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2005-12-31$5,352
Net investment gain/loss from pooled separate accounts2005-12-31$88,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2005-12-31No
Was there a failure to transmit to the plan any participant contributions2005-12-31No
Has the plan failed to provide any benefit when due under the plan2005-12-31No
Contributions received in cash from employer2005-12-31$204,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2005-12-31$127,557
Contract administrator fees2005-12-31$3,846
Did the plan have assets held for investment2005-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2005-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2005-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2005-12-31No
Opinion of an independent qualified public accountant for this plan2005-12-31Disclaimer
Accountancy firm name2005-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2005-12-31271787643
2004 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2004 401k financial data
Total income from all sources (including contributions)2004-12-31$452,788
Total of all expenses incurred2004-12-31$140,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2004-12-31$136,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2004-12-31$303,180
Value of total assets at end of year2004-12-31$1,996,629
Value of total assets at beginning of year2004-12-31$1,684,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2004-12-31$4,008
Total interest from all sources2004-12-31$4,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2004-12-31No
Was this plan covered by a fidelity bond2004-12-31Yes
Value of fidelity bond cover2004-12-31$1,000,000
If this is an individual account plan, was there a blackout period2004-12-31No
Were there any nonexempt tranactions with any party-in-interest2004-12-31No
Contributions received from participants2004-12-31$166,040
Participant contributions at end of year2004-12-31$123,477
Participant contributions at beginning of year2004-12-31$68,657
Income. Received or receivable in cash from other sources (including rollovers)2004-12-31$1,745
Other income not declared elsewhere2004-12-31$10,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Value of net income/loss2004-12-31$312,283
Value of net assets at end of year (total assets less liabilities)2004-12-31$1,996,629
Value of net assets at beginning of year (total assets less liabilities)2004-12-31$1,684,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2004-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2004-12-31No
Were any leases to which the plan was party in default or uncollectible2004-12-31No
Value of interest in pooled separate accounts at end of year2004-12-31$1,735,479
Value of interest in pooled separate accounts at beginning of year2004-12-31$1,430,392
Interest on participant loans2004-12-31$4,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2004-12-31$137,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2004-12-31$185,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2004-12-31$6,389
Net investment gain/loss from pooled separate accounts2004-12-31$127,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2004-12-31No
Was there a failure to transmit to the plan any participant contributions2004-12-31No
Has the plan failed to provide any benefit when due under the plan2004-12-31No
Contributions received in cash from employer2004-12-31$135,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2004-12-31$136,497
Contract administrator fees2004-12-31$4,008
Did the plan have assets held for investment2004-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2004-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2004-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2004-12-31No
Opinion of an independent qualified public accountant for this plan2004-12-31Disclaimer
Accountancy firm name2004-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2004-12-31271787643
2003 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2003 401k financial data
Total income from all sources (including contributions)2003-12-31$589,124
Total of all expenses incurred2003-12-31$117,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2003-12-31$112,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2003-12-31$324,453
Value of total assets at end of year2003-12-31$1,684,346
Value of total assets at beginning of year2003-12-31$1,212,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2003-12-31$4,474
Total interest from all sources2003-12-31$4,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2003-12-31No
Was this plan covered by a fidelity bond2003-12-31Yes
Value of fidelity bond cover2003-12-31$1,000,000
If this is an individual account plan, was there a blackout period2003-12-31No
Were there any nonexempt tranactions with any party-in-interest2003-12-31No
Contributions received from participants2003-12-31$174,676
Participant contributions at end of year2003-12-31$68,657
Participant contributions at beginning of year2003-12-31$65,930
Participant contributions at beginning of year2003-12-31$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2003-12-31No
Value of net income/loss2003-12-31$471,664
Value of net assets at end of year (total assets less liabilities)2003-12-31$1,684,346
Value of net assets at beginning of year (total assets less liabilities)2003-12-31$1,212,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2003-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2003-12-31No
Were any leases to which the plan was party in default or uncollectible2003-12-31No
Value of interest in pooled separate accounts at end of year2003-12-31$1,430,392
Value of interest in pooled separate accounts at beginning of year2003-12-31$1,001,047
Interest on participant loans2003-12-31$4,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2003-12-31$185,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2003-12-31$145,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2003-12-31$4,858
Net investment gain/loss from pooled separate accounts2003-12-31$255,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2003-12-31No
Was there a failure to transmit to the plan any participant contributions2003-12-31No
Has the plan failed to provide any benefit when due under the plan2003-12-31No
Contributions received in cash from employer2003-12-31$149,777
Employer contributions (assets) at beginning of year2003-12-31$139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2003-12-31$112,986
Contract administrator fees2003-12-31$4,474
Did the plan have assets held for investment2003-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2003-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2003-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2003-12-31No
Opinion of an independent qualified public accountant for this plan2003-12-31Disclaimer
Accountancy firm name2003-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2003-12-31271787643
2002 : BUPA WORLDWIDE CORPORATION 401(K) PLAN 2002 401k financial data
Total income from all sources (including contributions)2002-12-31$142,720
Total of all expenses incurred2002-12-31$91,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2002-12-31$86,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2002-12-31$353,378
Value of total assets at end of year2002-12-31$1,212,682
Value of total assets at beginning of year2002-12-31$1,161,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2002-12-31$4,357
Total interest from all sources2002-12-31$5,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2002-12-31No
Was this plan covered by a fidelity bond2002-12-31Yes
Value of fidelity bond cover2002-12-31$1,000,000
If this is an individual account plan, was there a blackout period2002-12-31No
Were there any nonexempt tranactions with any party-in-interest2002-12-31No
Contributions received from participants2002-12-31$187,886
Participant contributions at end of year2002-12-31$65,930
Participant contributions at beginning of year2002-12-31$67,266
Participant contributions at end of year2002-12-31$139
Participant contributions at beginning of year2002-12-31$14,231
Income. Received or receivable in cash from other sources (including rollovers)2002-12-31$2,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2002-12-31No
Value of net income/loss2002-12-31$51,569
Value of net assets at end of year (total assets less liabilities)2002-12-31$1,212,682
Value of net assets at beginning of year (total assets less liabilities)2002-12-31$1,161,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2002-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2002-12-31No
Were any leases to which the plan was party in default or uncollectible2002-12-31No
Value of interest in pooled separate accounts at end of year2002-12-31$1,001,047
Value of interest in pooled separate accounts at beginning of year2002-12-31$986,578
Interest on participant loans2002-12-31$5,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2002-12-31$145,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2002-12-31$80,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2002-12-31$4,403
Net investment gain or loss from common/collective trusts2002-12-31$-220,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2002-12-31No
Was there a failure to transmit to the plan any participant contributions2002-12-31No
Has the plan failed to provide any benefit when due under the plan2002-12-31No
Contributions received in cash from employer2002-12-31$162,557
Employer contributions (assets) at end of year2002-12-31$139
Employer contributions (assets) at beginning of year2002-12-31$12,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2002-12-31$86,794
Contract administrator fees2002-12-31$4,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32002-12-31No
Did the plan have assets held for investment2002-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2002-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2002-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2002-12-31No
Opinion of an independent qualified public accountant for this plan2002-12-31Disclaimer
Accountancy firm name2002-12-31MARTINELLI & COMPANY, LLC
Accountancy firm EIN2002-12-31271787643

Form 5500 Responses for BUPA WORLDWIDE CORPORATION 401(K) PLAN

2023: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 - TrustYes
2008: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes
2002: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedYes
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement - TrustYes
2001: BUPA WORLDWIDE CORPORATION 401(K) PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35659
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35659
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91651467
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91651467
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91651467
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91651467
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91651467
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91651467
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91651467
Policy instance 1

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