FOOD STORE MANAGEMENT INC VEBA TRUST has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2024 : NG MANAGEMENT INC VEBA TRUST 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-05-31 | $5,728 |
| Total plan liabilities at beginning of year | 2024-05-31 | $5,728 |
| Total income from all sources | 2024-05-31 | $601,157 |
| Expenses. Total of all expenses incurred | 2024-05-31 | $648,803 |
| Benefits paid (including direct rollovers) | 2024-05-31 | $595,441 |
| Total plan assets at end of year | 2024-05-31 | $15,344 |
| Total plan assets at beginning of year | 2024-05-31 | $62,990 |
| Value of fidelity bond covering the plan | 2024-05-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2024-05-31 | $547 |
| Net income (gross income less expenses) | 2024-05-31 | $-47,646 |
| Net plan assets at end of year (total assets less liabilities) | 2024-05-31 | $9,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-05-31 | $57,262 |
| Total contributions received or receivable from employer(s) | 2024-05-31 | $601,157 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-05-31 | $52,815 |
| 2023 : NG MANAGEMENT INC VEBA TRUST 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-05-31 | $5,728 |
| Total plan liabilities at beginning of year | 2023-05-31 | $3,961 |
| Total income from all sources | 2023-05-31 | $487,378 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $633,075 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $581,024 |
| Total plan assets at end of year | 2023-05-31 | $62,990 |
| Total plan assets at beginning of year | 2023-05-31 | $206,920 |
| Value of fidelity bond covering the plan | 2023-05-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $540 |
| Net income (gross income less expenses) | 2023-05-31 | $-145,697 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $57,262 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $202,959 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $487,378 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $51,511 |
| AMERICAN NATIONAL INSURANCE/BARDON INSURANCE GROUP (National Association of Insurance Commissioners NAIC id number: 000 ) |
| Policy contract number | AN-1911001 |
| Policy instance | 1 |
| Insurance contract or identification number | AN-1911001 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $13,748 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $190,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12069927 |
| Policy instance | 2 |
| Insurance contract or identification number | 12069927 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,587 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,645 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN NATIONAL INSURANCE/BARDON INSURANCE GROUP (National Association of Insurance Commissioners NAIC id number: 000 ) |
| Policy contract number | AN-1911001 |
| Policy instance | 1 |
| Insurance contract or identification number | AN-1911001 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $14,112 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $168,067 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 14112 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12069927 |
| Policy instance | 2 |
| Insurance contract or identification number | 12069927 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,373 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,404 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1373 |
|
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