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| Plan Name | PREIS & ROY TRUST FOR GROUP HEALTH INSURANCE |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | PREIS APLC |
| Employer identification number (EIN): | 726147152 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2009-02-01 | L. LANE ROY | L. LANE ROY | 2010-08-31 |
| Measure | Date | Value |
|---|---|---|
| 2009: PREIS & ROY TRUST FOR GROUP HEALTH INSURANCE 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-02-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 110 |
| Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
| Total of all active and inactive participants | 2009-02-01 | 110 |
| Measure | Date | Value |
|---|---|---|
| 2011 : PREIS & ROY TRUST FOR GROUP HEALTH INSURANCE 2011 401k financial data | ||
| Total income from all sources | 2011-01-31 | $920,436 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $929,068 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $674,261 |
| Total plan assets at end of year | 2011-01-31 | $0 |
| Total plan assets at beginning of year | 2011-01-31 | $8,632 |
| Value of fidelity bond covering the plan | 2011-01-31 | $75,000 |
| Total contributions received or receivable from participants | 2011-01-31 | $336,499 |
| Expenses. Other expenses not covered elsewhere | 2011-01-31 | $254,807 |
| Net income (gross income less expenses) | 2011-01-31 | $-8,632 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $8,632 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $583,937 |
| 2009: PREIS & ROY TRUST FOR GROUP HEALTH INSURANCE 2009 form 5500 responses | ||
|---|---|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | No |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Insurance | Yes |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
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