401k Plan data: BORG HOLDINGS plan

BORG HOLDINGS 401k Plan overview

Plan Name	BORG HOLDINGS
Plan identification number	501

BORG HOLDINGS Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

BORG HOLDINGS has sponsored the creation of one or more 401k plans.

Company Name: BORG HOLDINGS

Employer identification number (EIN): 861032828

NAIC Classification: 624410
NAIC Description: Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BORG HOLDINGS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2015-04-01 LORI BREMER LORI BREMER 2016-10-27
501 2014-04-01 LORI BREMER LORI BREMER 2015-08-18
501 2013-04-01 LORI BREMER LORI BREMER 2014-07-18
501 2012-04-01 LORI BREMER
501 2012-03-01 LORI BREMER
501 2012-01-01 LORI BREMER
501 2011-04-01 LORI BREMER
501 2011-03-01 LORI BREMER
501 2011-01-01 LORI BREMER RANDALL GUSIKOSKI 2012-08-13
501 2010-03-01 LORI BREMER RANDALL GUSIKOSKI 2011-08-23
501 2010-01-01 LORI BREMER RANDALL GUSIKOSKI 2011-08-17
501 2009-06-01 LORI BREMER RANDALL GUSIKOSKI 2010-09-02
501 2009-06-01 LORI BREMER RANDALL GUSIKOSKI 2010-09-05
501 2009-06-01 LORI BREMER RANDALL GUSIKOSKI 2010-09-08
501 2009-03-01 LORI BREMER RANDALL GUSIKOSKI 2010-09-10
501 2009-03-01 LORI BREMER RANDALL GUSIKOSKI 2010-09-05

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2015-04-01	LORI BREMER	LORI BREMER	2016-10-27
501	2014-04-01	LORI BREMER	LORI BREMER	2015-08-18
501	2013-04-01	LORI BREMER	LORI BREMER	2014-07-18
501	2012-04-01	LORI BREMER
501	2012-03-01	LORI BREMER
501	2012-01-01	LORI BREMER
501	2011-04-01	LORI BREMER
501	2011-03-01	LORI BREMER
501	2011-01-01	LORI BREMER	RANDALL GUSIKOSKI	2012-08-13
501	2010-03-01	LORI BREMER	RANDALL GUSIKOSKI	2011-08-23
501	2010-01-01	LORI BREMER	RANDALL GUSIKOSKI	2011-08-17
501	2009-06-01	LORI BREMER	RANDALL GUSIKOSKI	2010-09-02
501	2009-06-01	LORI BREMER	RANDALL GUSIKOSKI	2010-09-05
501	2009-06-01	LORI BREMER	RANDALL GUSIKOSKI	2010-09-08
501	2009-03-01	LORI BREMER	RANDALL GUSIKOSKI	2010-09-10
501	2009-03-01	LORI BREMER	RANDALL GUSIKOSKI	2010-09-05

Plan Statistics for BORG HOLDINGS

401k plan membership statisitcs for BORG HOLDINGS

Measure Date Value
2015: BORG HOLDINGS 2015 401k membership
Total participants, beginning-of-year 2015-04-01 374
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 392
Total of all active and inactive participants 2015-04-01 392
Total participants 2015-04-01 392
2014: BORG HOLDINGS 2014 401k membership
Total participants, beginning-of-year 2014-04-01 383
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 374
Total of all active and inactive participants 2014-04-01 374
Total participants 2014-04-01 374
2013: BORG HOLDINGS 2013 401k membership
Total participants, beginning-of-year 2013-04-01 120
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 114
Total of all active and inactive participants 2013-04-01 114
Total participants 2013-04-01 114
2012: BORG HOLDINGS 2012 401k membership
Total participants, beginning-of-year 2012-04-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 120
Total of all active and inactive participants 2012-04-01 120
Total participants 2012-04-01 120
Total participants, beginning-of-year 2012-03-01 222
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 222
Total of all active and inactive participants 2012-03-01 222
Total participants 2012-03-01 222
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 101
Total of all active and inactive participants 2012-01-01 101
Total participants 2012-01-01 101
2011: BORG HOLDINGS 2011 401k membership
Total participants, beginning-of-year 2011-04-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 7
Total of all active and inactive participants 2011-04-01 7
Total participants 2011-04-01 7
Total participants, beginning-of-year 2011-03-01 203
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 214
Total of all active and inactive participants 2011-03-01 214
Total participants 2011-03-01 214
Total participants, beginning-of-year 2011-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 96
Total of all active and inactive participants 2011-01-01 96
Total participants 2011-01-01 96
2010: BORG HOLDINGS 2010 401k membership
Total participants, beginning-of-year 2010-03-01 224
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 203
Total of all active and inactive participants 2010-03-01 203
Total participants 2010-03-01 203
Total participants, beginning-of-year 2010-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 115
Total of all active and inactive participants 2010-01-01 115
Total participants 2010-01-01 115
2009: BORG HOLDINGS 2009 401k membership
Total participants, beginning-of-year 2009-06-01 423
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 378
Total of all active and inactive participants 2009-06-01 378
Total participants 2009-06-01 378
Total participants, beginning-of-year 2009-03-01 277
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 224
Total of all active and inactive participants 2009-03-01 224
Total participants 2009-03-01 224

Measure	Date	Value
2015: BORG HOLDINGS 2015 401k membership
Total participants, beginning-of-year	2015-04-01	374
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	392
Total of all active and inactive participants	2015-04-01	392
Total participants	2015-04-01	392
2014: BORG HOLDINGS 2014 401k membership
Total participants, beginning-of-year	2014-04-01	383
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	374
Total of all active and inactive participants	2014-04-01	374
Total participants	2014-04-01	374
2013: BORG HOLDINGS 2013 401k membership
Total participants, beginning-of-year	2013-04-01	120
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	114
Total of all active and inactive participants	2013-04-01	114
Total participants	2013-04-01	114
2012: BORG HOLDINGS 2012 401k membership
Total participants, beginning-of-year	2012-04-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	120
Total of all active and inactive participants	2012-04-01	120
Total participants	2012-04-01	120
Total participants, beginning-of-year	2012-03-01	222
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	222
Total of all active and inactive participants	2012-03-01	222
Total participants	2012-03-01	222
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	101
Total of all active and inactive participants	2012-01-01	101
Total participants	2012-01-01	101
2011: BORG HOLDINGS 2011 401k membership
Total participants, beginning-of-year	2011-04-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	7
Total of all active and inactive participants	2011-04-01	7
Total participants	2011-04-01	7
Total participants, beginning-of-year	2011-03-01	203
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	214
Total of all active and inactive participants	2011-03-01	214
Total participants	2011-03-01	214
Total participants, beginning-of-year	2011-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	96
Total of all active and inactive participants	2011-01-01	96
Total participants	2011-01-01	96
2010: BORG HOLDINGS 2010 401k membership
Total participants, beginning-of-year	2010-03-01	224
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	203
Total of all active and inactive participants	2010-03-01	203
Total participants	2010-03-01	203
Total participants, beginning-of-year	2010-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	115
Total of all active and inactive participants	2010-01-01	115
Total participants	2010-01-01	115
2009: BORG HOLDINGS 2009 401k membership
Total participants, beginning-of-year	2009-06-01	423
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	378
Total of all active and inactive participants	2009-06-01	378
Total participants	2009-06-01	378
Total participants, beginning-of-year	2009-03-01	277
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	224
Total of all active and inactive participants	2009-03-01	224
Total participants	2009-03-01	224

Form 5500 Responses for BORG HOLDINGS

2015: BORG HOLDINGS 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2014: BORG HOLDINGS 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2013: BORG HOLDINGS 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2012: BORG HOLDINGS 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	No
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Insurance	Yes
2012-03-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: BORG HOLDINGS 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	No
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Insurance	Yes
2011-03-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: BORG HOLDINGS 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Submission has been amended	No
2010-03-01	This submission is the final filing	No
2010-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-03-01	Plan is a collectively bargained plan	No
2010-03-01	Plan funding arrangement – Insurance	Yes
2010-03-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: BORG HOLDINGS 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	Yes
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Insurance	Yes
2009-03-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010203272
Policy instance	3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number	601553
Policy instance	2
EMPLOYERS DENTAL SERVICES (National Association of Insurance Commissioners NAIC id number: 53090 )
Policy contract number	17792
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	00001D30153
Policy instance	4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	00001D030137
Policy instance	5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010203274
Policy instance	6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	000010203273
Policy instance	7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	40000100019616
Policy instance	8
SIGHTCARE, INC (National Association of Insurance Commissioners NAIC id number: 47012 )
Policy contract number	26640
Policy instance	9
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number	601553
Policy instance	5
SIGHTCARE, INC (National Association of Insurance Commissioners NAIC id number: 47012 )
Policy contract number	26640
Policy instance	4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	1026467
Policy instance	3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number	9335
Policy instance	2
EMPLOYERS DENTAL SERVICES (National Association of Insurance Commissioners NAIC id number: 53090 )
Policy contract number	17792&17908COBR
Policy instance	1
EMPLOYERS DENTAL SERVICES (National Association of Insurance Commissioners NAIC id number: 53090 )
Policy contract number	17792&17908COBR
Policy instance	1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number	601553
Policy instance	1
SIGHTCARE, INC (National Association of Insurance Commissioners NAIC id number: 47012 )
Policy contract number	26640
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	1026467
Policy instance	1
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number	9335
Policy instance	1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number	0601553
Policy instance	1
EMPLOYERS DENTAL SERVICES (National Association of Insurance Commissioners NAIC id number: 53090 )
Policy contract number	17792 & 17908
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	1026467
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	863081-SHORT
Policy instance	1
SIGHTCARE, INC (National Association of Insurance Commissioners NAIC id number: 47012 )
Policy contract number	26640
Policy instance	1
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract number	US358773
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	863081
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	G000AATE
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GLTD0AATE
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GLUG0AATE
Policy instance	2
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95003 )
Policy contract number	US358773
Policy instance	1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	863081
Policy instance	2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	G000AATE
Policy instance	1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number	GVTL0AATE
Policy instance	3

Potentially related plans

BORG HOLDINGS, INC. 401(K) PROFIT SHARING PLAN [EIN = 861032528]

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Company Name:	BORG HOLDINGS
Employer identification number (EIN):	861032828
NAIC Classification:	624410
NAIC Description:	Child Day Care Services