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CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 401k Plan overview

Plan NameCLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN
Plan identification number 501

CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

CLARY HOOD & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLARY HOOD & ASSOCIATES, INC.
Employer identification number (EIN):831740574
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-08-01SHEILA ALEXANDER2024-01-22
5012021-08-01SHEILA ALEXANDER2023-02-07
5012020-08-01SHEILA ALEXANDER2022-01-25
5012019-08-01SHEILA ALEXANDER2021-01-28

Plan Statistics for CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN

401k plan membership statisitcs for CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN

Measure Date Value
2022: CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01137
Total number of active participants reported on line 7a of the Form 55002022-08-01121
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-010
Total of all active and inactive participants2022-08-01121
Number of employers contributing to the scheme2022-08-010
2021: CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01104
Total number of active participants reported on line 7a of the Form 55002021-08-01137
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-01137
Number of employers contributing to the scheme2021-08-010
2020: CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01100
Total number of active participants reported on line 7a of the Form 55002020-08-01104
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-01104
Number of employers contributing to the scheme2020-08-010
2019: CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01110
Total number of active participants reported on line 7a of the Form 55002019-08-01120
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-01120
Number of employers contributing to the scheme2019-08-010

Form 5500 Responses for CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN

2022: CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – InsuranceYes
2021: CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: CLARY HOOD & ASSOCIATES, INC. GROUP INSURANCE PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number66-17490
Policy instance 1
Insurance contract or identification number66-17490
Number of Individuals Covered121
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $42,225
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,225
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number66-17490
Policy instance 1
Insurance contract or identification number66-17490
Number of Individuals Covered137
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $44,350
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,350
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number66-17490-00
Policy instance 1
Insurance contract or identification number66-17490-00
Number of Individuals Covered128
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $37,100
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,100
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )
Policy contract number66-17490-00
Policy instance 1
Insurance contract or identification number66-17490-00
Number of Individuals Covered120
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $37,025
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,025
Amount paid for insurance broker fees0
Insurance broker organization code?3

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