BENEFIT RESOURCE, LLC HEALTH AND WELFARE BENEFIT PLAN
|
2022
|
161428488
|
2023-07-28
|
BENEFIT RESOURCE INC
|
204
|
|
File |
View Page
|
Three-digit plan number (PN) |
504
|
Effective date of plan |
2021-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s mailing address |
245 KENNETH DR, ROCHESTER, NY, 14623
|
Plan sponsor’s
address |
245 KENNETH DR, ROCHESTER, NY, 14623
|
Number of participants as of the end of the plan year
Signature of
Role |
Plan administrator |
Date |
2023-07-27 |
Name of individual signing |
LISA CRITCHLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BENEFIT RESOURCE LIFE INSURANCE PLAN
|
2018
|
161428488
|
2019-07-31
|
BENEFIT RESOURCE INC
|
139
|
|
File |
View Page
|
Three-digit plan number (PN) |
502
|
Effective date of plan |
2000-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s mailing address |
245 KENNETH DRIVE, ROCHESTER, NY, 146234277
|
Plan sponsor’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 146234277
|
Number of participants as of the end of the plan year
Active participants |
153 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Signature of
Role |
Plan administrator |
Date |
2019-07-31 |
Name of individual signing |
RACHEL KIELON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BENEFIT RESOURCE LIFE INSURANCE PLAN
|
2017
|
161428488
|
2018-05-29
|
BENEFIT RESOURCE INC
|
132
|
|
File |
View Page
|
Three-digit plan number (PN) |
502
|
Effective date of plan |
2000-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s mailing address |
245 KENNETH DRIVE, ROCHESTER, NY, 146234277
|
Plan sponsor’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 146234277
|
Number of participants as of the end of the plan year
Active participants |
139 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Signature of
Role |
Plan administrator |
Date |
2018-05-29 |
Name of individual signing |
RACHEL KIELON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BENEFIT RESOURCE LIFE INSURANCE PLAN
|
2016
|
161428488
|
2017-07-31
|
BENEFIT RESOURCE INC
|
126
|
|
File |
View Page
|
Three-digit plan number (PN) |
502
|
Effective date of plan |
2000-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s mailing address |
245 KENNETH DRIVE, ROCHESTER, NY, 146234277
|
Plan sponsor’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 146234277
|
Number of participants as of the end of the plan year
Active participants |
132 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
0 |
Signature of
Role |
Plan administrator |
Date |
2017-07-31 |
Name of individual signing |
RACHEL KIELON |
Valid signature |
Filed with authorized/valid electronic signature |
|
Role |
Employer/plan sponsor |
Date |
2017-07-31 |
Name of individual signing |
RACHEL KIELON |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BENEFIT RESOURCE INC 401K RETIREMENT PLAN
|
2015
|
161428488
|
2016-07-20
|
BENEFIT RESOURCE INC
|
110
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623
|
Signature of
Role |
Plan administrator |
Date |
2016-07-20 |
Name of individual signing |
RACHEL KIELON |
|
|
BENEFIT RESOURCE INC 401K RETIREMENT PLAN
|
2014
|
161428488
|
2015-10-02
|
BENEFIT RESOURCE INC
|
106
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623
|
Signature of
Role |
Plan administrator |
Date |
2015-10-02 |
Name of individual signing |
RACHEL KIELON |
|
|
BENEFIT RESOURCE INC 401K RETIREMENT PLAN
|
2013
|
161428488
|
2014-07-24
|
BENEFIT RESOURCE INC
|
96
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s mailing address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623
|
Plan sponsor’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623
|
Plan administrator’s name and address
Administrator’s EIN |
161428488 |
Plan administrator’s name |
BENEFIT RESOURCE INC |
Plan administrator’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623 |
Administrator’s telephone number |
5854245200 |
Number of participants as of the end of the plan year
Active participants |
96 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
9 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
78 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2014-07-24 |
Name of individual signing |
CHARLES CALLAHAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BENEFIT RESOURCE INC 401K RETIREMENT PLAN
|
2012
|
161428488
|
2013-07-19
|
BENEFIT RESOURCE INC
|
97
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s mailing address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623
|
Plan sponsor’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623
|
Plan administrator’s name and address
Administrator’s EIN |
161428488 |
Plan administrator’s name |
BENEFIT RESOURCE INC |
Plan administrator’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623 |
Administrator’s telephone number |
5854245200 |
Number of participants as of the end of the plan year
Active participants |
96 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
7 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
72 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2013-07-19 |
Name of individual signing |
CHARLES CALLAHAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BENEFIT RESOURCE INC 401K RETIREMENT PLAN
|
2011
|
161428488
|
2012-07-30
|
BENEFIT RESOURCE INC
|
99
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s mailing address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623
|
Plan sponsor’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623
|
Plan administrator’s name and address
Administrator’s EIN |
161428488 |
Plan administrator’s name |
BENEFIT RESOURCE INC |
Plan administrator’s
address |
245 KENNETH DRIVE, ROCHESTER, NY, 14623 |
Administrator’s telephone number |
5854245200 |
Number of participants as of the end of the plan year
Active participants |
97 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
4 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
68 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2012-07-30 |
Name of individual signing |
CHARLES CALLAHAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
BENEFIT RESOURCE INC 401K RETIREMENT PLAN
|
2010
|
161428488
|
2011-07-19
|
BENEFIT RESOURCE INC
|
91
|
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2006-01-01
|
Business code |
541990
|
Sponsor’s telephone number |
5854245200
|
Plan sponsor’s mailing address |
2320 BRIGHTON HENRIETTA TL RD, ROCHESTER, NY, 14623
|
Plan sponsor’s
address |
2320 BRIGHTON HENRIETTA TL RD, ROCHESTER, NY, 14623
|
Plan administrator’s name and address
Administrator’s EIN |
161428488 |
Plan administrator’s name |
BENEFIT RESOURCE INC |
Plan administrator’s
address |
2320 BRIGHTON HENRIETTA TL RD, ROCHESTER, NY, 14623 |
Administrator’s telephone number |
5854245200 |
Number of participants as of the end of the plan year
Active participants |
99 |
Retired or separated participants receiving
benefits |
0 |
Other
retired or separated participants entitled to future benefits |
1 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
63 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Employer/plan sponsor |
Date |
2011-07-19 |
Name of individual signing |
CHARLES CALLAHAN |
Valid signature |
Filed with authorized/valid electronic signature |
|
|