CROOKHAM COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST
Measure | Date | Value |
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2022: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 114 |
Total of all active and inactive participants | 2022-01-01 | 229 |
2021: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 119 |
Total of all active and inactive participants | 2021-01-01 | 119 |
2020: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 80 |
2019: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 85 |
2018: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 88 |
2017: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 94 |
2016: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 101 |
Total of all active and inactive participants | 2016-01-01 | 101 |
2015: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 97 |
Measure | Date | Value |
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2022 : CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $1,233,579 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,130,124 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,022,861 |
Total plan assets at end of year | 2022-12-31 | $1,477,613 |
Total plan assets at beginning of year | 2022-12-31 | $1,374,158 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $310,241 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $39,212 |
Other income received | 2022-12-31 | $-41,465 |
Net income (gross income less expenses) | 2022-12-31 | $103,455 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,477,613 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,374,158 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $925,591 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $107,263 |
2021 : CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,380,360 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,138,795 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,039,830 |
Total plan assets at end of year | 2021-12-31 | $1,374,158 |
Total plan assets at beginning of year | 2021-12-31 | $1,132,593 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $331,626 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $15,440 |
Other income received | 2021-12-31 | $90,537 |
Net income (gross income less expenses) | 2021-12-31 | $241,565 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,374,158 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,132,593 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $942,757 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $98,965 |
2020 : CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,456,401 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,160,238 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,103,592 |
Total plan assets at end of year | 2020-12-31 | $1,132,593 |
Total plan assets at beginning of year | 2020-12-31 | $836,430 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $332,739 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $51,476 |
Other income received | 2020-12-31 | $127,156 |
Net income (gross income less expenses) | 2020-12-31 | $296,163 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,132,593 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $836,430 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $945,030 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $56,646 |
2019 : CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,386,695 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,346,127 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,262,205 |
Total plan assets at end of year | 2019-12-31 | $836,430 |
Total plan assets at beginning of year | 2019-12-31 | $795,862 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $355,598 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $162,167 |
Other income received | 2019-12-31 | $-20,108 |
Net income (gross income less expenses) | 2019-12-31 | $40,568 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $836,430 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $795,862 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $889,038 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $83,922 |
2018 : CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $1,477,182 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,774,960 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,690,701 |
Total plan assets at end of year | 2018-12-31 | $795,862 |
Total plan assets at beginning of year | 2018-12-31 | $1,093,640 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $308,276 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $400,832 |
Other income received | 2018-12-31 | $-22,940 |
Net income (gross income less expenses) | 2018-12-31 | $-297,778 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $795,862 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,093,640 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $791,014 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $84,259 |
2017 : CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,295,455 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,229,983 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,133,165 |
Total plan assets at end of year | 2017-12-31 | $1,094,288 |
Total plan assets at beginning of year | 2017-12-31 | $1,028,816 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $324,948 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $84,773 |
Other income received | 2017-12-31 | $56,743 |
Net income (gross income less expenses) | 2017-12-31 | $65,472 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,094,288 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,028,816 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $828,991 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $96,818 |
2016 : CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $36,312 |
Total income from all sources | 2016-12-31 | $1,423,585 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,417,900 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,325,117 |
Total plan assets at end of year | 2016-12-31 | $1,028,816 |
Total plan assets at beginning of year | 2016-12-31 | $1,059,443 |
Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $351,554 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $147,194 |
Other income received | 2016-12-31 | $37,735 |
Net income (gross income less expenses) | 2016-12-31 | $5,685 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,028,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,023,131 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $887,102 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $92,783 |
2015 : CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $36,312 |
Total plan liabilities at beginning of year | 2015-12-31 | $41,772 |
Total income from all sources | 2015-12-31 | $1,703,287 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,355,232 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,257,460 |
Total plan assets at end of year | 2015-12-31 | $1,059,443 |
Total plan assets at beginning of year | 2015-12-31 | $716,848 |
Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $401,549 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $53,028 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $304,193 |
Other income received | 2015-12-31 | $11,848 |
Net income (gross income less expenses) | 2015-12-31 | $348,055 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,023,131 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $675,076 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $985,697 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $44,744 |
2022: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CROOKHAM COMPANY EMPLOYEE BENEFIT TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
REGENCE BLUESHIELD OF IDAHO (National Association of Insurance Commissioners NAIC id number: 60131 ) |
Policy contract number | 10051581 |
Policy instance | 1 |
Insurance contract or identification number | 10051581 | Number of Individuals Covered | 86 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $34,020 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $315,876 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,020 |
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MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
Policy contract number | 008953 |
Policy instance | 2 |
Insurance contract or identification number | 008953 | Number of Individuals Covered | 114 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,438 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EBMS (National Association of Insurance Commissioners NAIC id number: 41394 ) |
Policy contract number | EBMS-10049-0118 |
Policy instance | 1 |
Insurance contract or identification number | EBMS-10049-0118 | Number of Individuals Covered | 87 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $32,820 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $266,647 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,820 | Additional information about fees paid to insurance broker | ADMINISTRATION FEES |
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MONY (National Association of Insurance Commissioners NAIC id number: 78077 ) |
Policy contract number | 008953 |
Policy instance | 2 |
Insurance contract or identification number | 008953 | Number of Individuals Covered | 119 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,438 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE NORTH RIVER INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 21105 ) |
Policy contract number | EBMS-10049-0118 |
Policy instance | 1 |
Insurance contract or identification number | EBMS-10049-0118 | Number of Individuals Covered | 80 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $30,990 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $285,050 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,990 | Additional information about fees paid to insurance broker | ADMINISTRATION FEES |
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EBMS RE-BENCHMARK INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 41394 ) |
Policy contract number | EBMS-10049-0118 |
Policy instance | 1 |
Insurance contract or identification number | EBMS-10049-0118 | Number of Individuals Covered | 85 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $30,930 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $336,333 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,930 | Additional information about fees paid to insurance broker | ADMINISTRATION FEES |
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EBMS RE-BENCHMARK INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 41394 ) |
Policy contract number | EBMS-10049-0118 |
Policy instance | 1 |
Insurance contract or identification number | EBMS-10049-0118 | Number of Individuals Covered | 88 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $31,394 | Welfare Benefit Premiums Paid to Carrier | USD $327,885 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 31394 | Additional information about fees paid to insurance broker | ADMINISTRATION FEES |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 947-4563 |
Policy instance | 1 |
Insurance contract or identification number | 947-4563 | Number of Individuals Covered | 91 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $10,705 | Welfare Benefit Premiums Paid to Carrier | USD $356,838 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 10705 | Additional information about fees paid to insurance broker | SERVICE FEES | Insurance broker name | MERCER HEALTH & BENEFITS |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 949-5043 |
Policy instance | 1 |
Insurance contract or identification number | 949-5043 | Number of Individuals Covered | 225 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $384,794 |
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