BERNHARD MECHANICAL CONTRACTORS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST
401k plan membership statisitcs for BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2016: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 0 |
| 2015: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 0 |
| 2014: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 0 |
| 2011: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 97 |
| Total of all active and inactive participants | 2011-07-01 | 97 |
| Total participants | 2011-07-01 | 97 |
| 2010: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 103 |
| Total of all active and inactive participants | 2010-07-01 | 103 |
| Total participants | 2010-07-01 | 103 |
| 2009: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 105 |
| Total of all active and inactive participants | 2009-07-01 | 105 |
| Total participants | 2009-07-01 | 105 |
| Measure | Date | Value |
|---|
| 2016 : BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-08-03 | $-135,160 |
| Total income from all sources | 2016-08-03 | $163 |
| Expenses. Total of all expenses incurred | 2016-08-03 | $0 |
| Total plan assets at end of year | 2016-08-03 | $0 |
| Total plan assets at beginning of year | 2016-08-03 | $134,997 |
| Value of fidelity bond covering the plan | 2016-08-03 | $500,000 |
| Other income received | 2016-08-03 | $163 |
| Net income (gross income less expenses) | 2016-08-03 | $163 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-03 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-03 | $134,997 |
| Total income from all sources | 2016-06-30 | $17,873 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $108,203 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $108,203 |
| Total plan assets at end of year | 2016-06-30 | $134,997 |
| Total plan assets at beginning of year | 2016-06-30 | $225,327 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Other income received | 2016-06-30 | $-40 |
| Net income (gross income less expenses) | 2016-06-30 | $-90,330 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $134,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $225,327 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $17,913 |
| 2015 : BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $1,904,457 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $1,692,130 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $1,223,400 |
| Total plan assets at end of year | 2015-06-30 | $225,327 |
| Total plan assets at beginning of year | 2015-06-30 | $13,000 |
| Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $13,697 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $196,827 |
| Other income received | 2015-06-30 | $501,290 |
| Net income (gross income less expenses) | 2015-06-30 | $212,327 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $225,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $13,000 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $1,389,470 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $271,903 |
| 2012 : BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $1,047,211 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $1,031,283 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $821,895 |
| Total plan assets at end of year | 2012-06-30 | $47,524 |
| Total plan assets at beginning of year | 2012-06-30 | $31,596 |
| Total contributions received or receivable from participants | 2012-06-30 | $7,132 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $209,388 |
| Other income received | 2012-06-30 | $69,958 |
| Net income (gross income less expenses) | 2012-06-30 | $15,928 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $47,524 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $31,596 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $970,121 |
| 2011 : BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $874,472 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $883,923 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $646,644 |
| Total plan assets at end of year | 2011-06-30 | $31,596 |
| Total plan assets at beginning of year | 2011-06-30 | $41,047 |
| Total contributions received or receivable from participants | 2011-06-30 | $3,291 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $237,279 |
| Other income received | 2011-06-30 | $58,098 |
| Net income (gross income less expenses) | 2011-06-30 | $-9,451 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $31,596 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $41,047 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $813,083 |
| 2016: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | Yes |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | Yes |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BERNHARD MECHANICAL CONTRACTORS LLC EMPLOYEE BENEFIT PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 ) |
| Policy contract number | |
| Policy instance | 1 |
| Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $6,136 | | Total amount of fees paid to insurance company | USD $52,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 869395G |
| Policy instance | 2 |
| Insurance contract or identification number | 869395G | | Number of Individuals Covered | 95 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $930 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AIG MEDICAL EXCESS (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 109 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $7,180 | | Total amount of fees paid to insurance company | USD $52,346 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 41782 | | Additional information about fees paid to insurance broker | BENEFIT SERVICE MANAGEMENT | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $7,180 | | Insurance broker name | BEECH STREET |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 869395G |
| Policy instance | 2 |
| Insurance contract or identification number | 869395G | | Number of Individuals Covered | 104 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $1,088 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,088 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKER | | Insurance broker organization code? | 3 | | Insurance broker name | ARTHUR J GALLAGHER RISK MGT SERVICE |
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