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BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameBLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN
Plan identification number 002

BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Long-term disability cover

401k Sponsoring company profile

BLUMENFELD INSURANCE MARKETING INC has sponsored the creation of one or more 401k plans.

Company Name:BLUMENFELD INSURANCE MARKETING INC
Employer identification number (EIN):953665349
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about BLUMENFELD INSURANCE MARKETING INC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1049564

More information about BLUMENFELD INSURANCE MARKETING INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-03-01JOSEPH S BLUMENFELD
0022013-03-01JOSEPH S BLUMENFELD
0022012-03-01JOSEPH S BLUMENFELD
0022011-03-01JOSEPH S BLUMENFELD
0022010-03-01JOSEPH S BLUMENFELD
0022009-03-01JOSEPH S BLUMENFELD

Plan Statistics for BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-013
Total number of active participants reported on line 7a of the Form 55002014-03-010
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-013
Total number of active participants reported on line 7a of the Form 55002013-03-013
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-013
Total number of active participants reported on line 7a of the Form 55002012-03-013
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-013
Total number of active participants reported on line 7a of the Form 55002011-03-013
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-014
Total number of active participants reported on line 7a of the Form 55002010-03-013
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-010
Total of all active and inactive participants2010-03-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-017
Total number of active participants reported on line 7a of the Form 55002009-03-013
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-011
Total of all active and inactive participants2009-03-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-011

Financial Data on BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2015 : BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-02-28$0
Total plan liabilities at end of year2015-02-28$0
Total plan liabilities at beginning of year2015-02-28$0
Total income from all sources2015-02-28$-127,154
Expenses. Total of all expenses incurred2015-02-28$4,262,765
Benefits paid (including direct rollovers)2015-02-28$4,262,765
Total plan assets at end of year2015-02-28$0
Total plan assets at beginning of year2015-02-28$4,389,919
Value of fidelity bond covering the plan2015-02-28$800,000
Total contributions received or receivable from participants2015-02-28$0
Assets. Value of loans (other than to participants)2015-02-28$0
Expenses. Other expenses not covered elsewhere2015-02-28$0
Contributions received from other sources (not participants or employers)2015-02-28$0
Other income received2015-02-28$-127,154
Noncash contributions received2015-02-28$0
Net income (gross income less expenses)2015-02-28$-4,389,919
Net plan assets at end of year (total assets less liabilities)2015-02-28$0
Net plan assets at beginning of year (total assets less liabilities)2015-02-28$4,389,919
Assets. Value of assets in partnership/joint-venture interests2015-02-28$0
Total contributions received or receivable from employer(s)2015-02-28$0
Value of certain deemed distributions of participant loans2015-02-28$0
Value of corrective distributions2015-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-02-28$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
2014 : BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-02-28$0
Total plan liabilities at end of year2014-02-28$0
Total plan liabilities at beginning of year2014-02-28$0
Total income from all sources2014-02-28$780,564
Expenses. Total of all expenses incurred2014-02-28$6,292
Benefits paid (including direct rollovers)2014-02-28$0
Total plan assets at end of year2014-02-28$4,389,919
Total plan assets at beginning of year2014-02-28$3,615,647
Value of fidelity bond covering the plan2014-02-28$800,000
Total contributions received or receivable from participants2014-02-28$0
Assets. Value of loans (other than to participants)2014-02-28$49,008
Expenses. Other expenses not covered elsewhere2014-02-28$0
Contributions received from other sources (not participants or employers)2014-02-28$0
Other income received2014-02-28$780,564
Noncash contributions received2014-02-28$0
Net income (gross income less expenses)2014-02-28$774,272
Net plan assets at end of year (total assets less liabilities)2014-02-28$4,389,919
Net plan assets at beginning of year (total assets less liabilities)2014-02-28$3,615,647
Assets. Value of assets in partnership/joint-venture interests2014-02-28$404,819
Total contributions received or receivable from employer(s)2014-02-28$0
Value of certain deemed distributions of participant loans2014-02-28$0
Value of corrective distributions2014-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-02-28$6,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
2013 : BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-02-28$0
Total plan liabilities at end of year2013-02-28$0
Total plan liabilities at beginning of year2013-02-28$0
Total income from all sources2013-02-28$-1,865
Expenses. Total of all expenses incurred2013-02-28$23
Benefits paid (including direct rollovers)2013-02-28$0
Total plan assets at end of year2013-02-28$3,615,647
Total plan assets at beginning of year2013-02-28$3,617,535
Value of fidelity bond covering the plan2013-02-28$800,000
Total contributions received or receivable from participants2013-02-28$0
Assets. Value of loans (other than to participants)2013-02-28$88,727
Expenses. Other expenses not covered elsewhere2013-02-28$0
Contributions received from other sources (not participants or employers)2013-02-28$0
Other income received2013-02-28$-156,865
Noncash contributions received2013-02-28$0
Net income (gross income less expenses)2013-02-28$-1,888
Net plan assets at end of year (total assets less liabilities)2013-02-28$3,615,647
Net plan assets at beginning of year (total assets less liabilities)2013-02-28$3,617,535
Assets. Value of assets in partnership/joint-venture interests2013-02-28$444,967
Total contributions received or receivable from employer(s)2013-02-28$155,000
Value of certain deemed distributions of participant loans2013-02-28$0
Value of corrective distributions2013-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-02-28$23
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
2012 : BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-02-29$0
Total plan liabilities at end of year2012-02-29$0
Total plan liabilities at beginning of year2012-02-29$0
Total income from all sources2012-02-29$46,053
Expenses. Total of all expenses incurred2012-02-29$0
Benefits paid (including direct rollovers)2012-02-29$0
Total plan assets at end of year2012-02-29$3,617,535
Total plan assets at beginning of year2012-02-29$3,571,482
Value of fidelity bond covering the plan2012-02-29$800,000
Total contributions received or receivable from participants2012-02-29$0
Expenses. Other expenses not covered elsewhere2012-02-29$0
Contributions received from other sources (not participants or employers)2012-02-29$0
Other income received2012-02-29$-53,947
Noncash contributions received2012-02-29$0
Net income (gross income less expenses)2012-02-29$46,053
Net plan assets at end of year (total assets less liabilities)2012-02-29$3,617,535
Net plan assets at beginning of year (total assets less liabilities)2012-02-29$3,571,482
Assets. Value of assets in partnership/joint-venture interests2012-02-29$600,657
Total contributions received or receivable from employer(s)2012-02-29$100,000
Value of certain deemed distributions of participant loans2012-02-29$0
Value of corrective distributions2012-02-29$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-02-29$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
2011 : BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-02-28$0
Total plan liabilities at beginning of year2011-02-28$0
Total income from all sources2011-02-28$768,381
Expenses. Total of all expenses incurred2011-02-28$32,930
Benefits paid (including direct rollovers)2011-02-28$32,886
Total plan assets at end of year2011-02-28$3,571,482
Total plan assets at beginning of year2011-02-28$2,836,031
Value of fidelity bond covering the plan2011-02-28$800,000
Total contributions received or receivable from participants2011-02-28$0
Assets. Value of loans (other than to participants)2011-02-28$144,803
Expenses. Other expenses not covered elsewhere2011-02-28$44
Contributions received from other sources (not participants or employers)2011-02-28$0
Other income received2011-02-28$418,381
Noncash contributions received2011-02-28$0
Net income (gross income less expenses)2011-02-28$735,451
Net plan assets at end of year (total assets less liabilities)2011-02-28$3,571,482
Net plan assets at beginning of year (total assets less liabilities)2011-02-28$2,836,031
Assets. Value of assets in partnership/joint-venture interests2011-02-28$404,648
Total contributions received or receivable from employer(s)2011-02-28$350,000
Value of certain deemed distributions of participant loans2011-02-28$0
Value of corrective distributions2011-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-02-28$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
2010 : BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0

Form 5500 Responses for BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN

2014: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingYes
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement - TrustYes
2011: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2010: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement - TrustYes
2009: BLUMENFELD INSURANCE MARKETING INC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

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