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Filing

Selective Benefits Group Inc. Profit Sharing/401K Plan

Selective Benefits Group Inc. • EIN 22-3154860 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

17 → 12

-5 • -29.41%

Assets

Up

$115,952 → $163,675

$47,723 • 41.16%

Investment Management Fee

-

Admin expenses - • Total expenses $10,609

Filing Details

Context
Net investment result
$47,723
Pension payor EIN
22-3154860

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200810$0$5,272-
Selective Benefits Group Inc. Profit Sharing/401K Plan-0-$5,272-
200618$327,966$34,615$4,327iApproximate average salary by contribution assumption: employee only about $108,172 at 4% or $72,115 at 6%; with 50% employer match about $72,115 at 4% or $48,076 at 6%; with 100% employer match about $54,086 at 4% or $36,057 at 6%.
Selective Benefits Group Inc. Profit Sharing/401K Plan-8$327,966$34,615$4,327iApproximate average salary by contribution assumption: employee only about $108,172 at 4% or $72,115 at 6%; with 50% employer match about $72,115 at 4% or $48,076 at 6%; with 100% employer match about $54,086 at 4% or $36,057 at 6%.
200517$523,436$79,777$11,397iApproximate average salary by contribution assumption: employee only about $284,918 at 4% or $189,945 at 6%; with 50% employer match about $189,945 at 4% or $126,630 at 6%; with 100% employer match about $142,459 at 4% or $94,973 at 6%.
Selective Benefits Group Inc. Profit Sharing/401K Plan-7$523,436$79,777$11,397iApproximate average salary by contribution assumption: employee only about $284,918 at 4% or $189,945 at 6%; with 50% employer match about $189,945 at 4% or $126,630 at 6%; with 100% employer match about $142,459 at 4% or $94,973 at 6%.
2004112$436,990$96,323$8,027iApproximate average salary by contribution assumption: employee only about $200,673 at 4% or $133,782 at 6%; with 50% employer match about $133,782 at 4% or $89,188 at 6%; with 100% employer match about $100,336 at 4% or $66,891 at 6%.
Selective Benefits Group Inc. Profit Sharing/401K Plan-12$436,990$96,323$8,027iApproximate average salary by contribution assumption: employee only about $200,673 at 4% or $133,782 at 6%; with 50% employer match about $133,782 at 4% or $89,188 at 6%; with 100% employer match about $100,336 at 4% or $66,891 at 6%.
2003115$317,702$82,702$5,513iApproximate average salary by contribution assumption: employee only about $137,837 at 4% or $91,891 at 6%; with 50% employer match about $91,891 at 4% or $61,261 at 6%; with 100% employer match about $68,918 at 4% or $45,946 at 6%.
Selective Benefits Group Inc. Profit Sharing/401K Plan-15$317,702$82,702$5,513iApproximate average salary by contribution assumption: employee only about $137,837 at 4% or $91,891 at 6%; with 50% employer match about $91,891 at 4% or $61,261 at 6%; with 100% employer match about $68,918 at 4% or $45,946 at 6%.
2002113$189,563$73,172$5,629iApproximate average salary by contribution assumption: employee only about $140,715 at 4% or $93,810 at 6%; with 50% employer match about $93,810 at 4% or $62,540 at 6%; with 100% employer match about $70,358 at 4% or $46,905 at 6%.
Selective Benefits Group Inc. Profit Sharing/401K Plan-13$189,563$73,172$5,629iApproximate average salary by contribution assumption: employee only about $140,715 at 4% or $93,810 at 6%; with 50% employer match about $93,810 at 4% or $62,540 at 6%; with 100% employer match about $70,358 at 4% or $46,905 at 6%.
2001112$163,675$72,322$6,027iApproximate average salary by contribution assumption: employee only about $150,671 at 4% or $100,447 at 6%; with 50% employer match about $100,447 at 4% or $66,965 at 6%; with 100% employer match about $75,335 at 4% or $50,224 at 6%.
Selective Benefits Group Inc. Profit Sharing/401K PlanCurrent12$163,675$72,322$6,027iApproximate average salary by contribution assumption: employee only about $150,671 at 4% or $100,447 at 6%; with 50% employer match about $100,447 at 4% or $66,965 at 6%; with 100% employer match about $75,335 at 4% or $50,224 at 6%.
2000115$115,952$79,025$5,268iApproximate average salary by contribution assumption: employee only about $131,708 at 4% or $87,806 at 6%; with 50% employer match about $87,806 at 4% or $58,537 at 6%; with 100% employer match about $65,854 at 4% or $43,903 at 6%.
Selective Benefits Group Inc. Profit Sharing/401K Plan-15$115,952$79,025$5,268iApproximate average salary by contribution assumption: employee only about $131,708 at 4% or $87,806 at 6%; with 50% employer match about $87,806 at 4% or $58,537 at 6%; with 100% employer match about $65,854 at 4% or $43,903 at 6%.
1999114$53,037$48,982$3,499iApproximate average salary by contribution assumption: employee only about $87,468 at 4% or $58,312 at 6%; with 50% employer match about $58,312 at 4% or $38,875 at 6%; with 100% employer match about $43,734 at 4% or $29,156 at 6%.
Selective Benefits Group Inc. Profit Sharing/401K Plan-14$53,037$48,982$3,499iApproximate average salary by contribution assumption: employee only about $87,468 at 4% or $58,312 at 6%; with 50% employer match about $58,312 at 4% or $38,875 at 6%; with 100% employer match about $43,734 at 4% or $29,156 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037347316292
Form Id
23528769
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347316040002
Ins Broker 01 Name
ANDREW S. BLUESTONE
Ins Broker 01 Street Addr
4 CAMPUS DRIVE, 2ND FLOOR
Ins Broker 01 City
PARSIPPANY
Ins Broker 01 State
NJ
Ins Broker 01 ZIP Code
07054
Ins Broker Comm Pd 01 Amount
$1,730
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: MASSACHUSETTS MUTUAL LIFE INSURANCE CO.
Filing Id
84037347316292
Form Id
23528769
Schedule A EIN
22-3154860
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
MASSACHUSETTS MUTUAL LIFE INSURANCE CO.
Ins Carrier EIN
04-1590850
Ins Carrier Naic Code
65935
Ins Contract Num
RM80805-1
Ins Prsn Covered End of year Count
17
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$1,730
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$139,642
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
4
Pension Oth Unalloc Type Text
GROUP ANNUITY CONTRACT
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$76,944
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$182
Pension Other Text
LN INT, LN PRIN
Pension Total Additions Amount
$77,126
Pension Total Bal Addn Amount
$77,126
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$77,126
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$77,126
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule D

Row 1
Filing Id
84037347316292
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347316040003
Row 2
Filing Id
84037347316292
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
DESTINY AGGRESSIVE
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850029
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$4,792
Row 3
Filing Id
84037347316292
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
DESTINY ULTRA AGGRESSIVE
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850031
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$125
Row 4
Filing Id
84037347316292
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
10
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
ULTRA
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850119
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$40,670
Row 5
Filing Id
84037347316292
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
11
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
EQUITY GROWTH
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850120
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$401
Row 6
Filing Id
84037347316292
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
12
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
MM INDEXED EQUITY
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850133
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$7,468
Row 7
Filing Id
84037347316292
Page Id
1
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
DESTINY MODERATE
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850032
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$94
Row 8
Filing Id
84037347316292
Page Id
1
Page Seq
0
Page Row Num
4
Row Num
3
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
MM MONEY MARKET
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850043
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$33,706
Row 9
Filing Id
84037347316292
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
4
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
MM BALANCED
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850067
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$203
Row 10
Filing Id
84037347316292
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
5
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
GROWTH
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850069
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,536
Row 11
Filing Id
84037347316292
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
6
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
CAPITAL APPRECIATION
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850103
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,648
Row 12
Filing Id
84037347316292
Page Id
2
Page Seq
0
Page Row Num
4
Row Num
7
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
EMERGING GROWTH
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850112
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$10,096
Row 13
Filing Id
84037347316292
Page Id
2
Page Seq
0
Page Row Num
5
Row Num
8
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
MM BLUE CHIP GROWTH
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850113
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$8,479
Row 14
Filing Id
84037347316292
Page Id
2
Page Seq
0
Page Row Num
6
Row Num
9
Image Form Id
1020372347316040003
DFE P1 Entity 01 Name
EQUITY INCOME II
DFE P1 Spons 01 Name
MASSACHUSETTS MUTUAL LIFE INS. CO.
DFE P1 Plan 01 EIN Plan number
041590850115
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$16,347

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$163,675$47,723 change

Balance Sheet

Beginning and end of plan year.

Total assets$115,952$163,675Increase +$47,723 (41.16%)
Total liabilities$0$0No change $0
Net assets$115,952$163,675Increase +$47,723 (41.16%)

Contributions

Employer contributions$10,403
Participant contributions$61,919
Other contributions$0

Income & Expenses

Total income$58,332
Total expenses$10,609
Net income$47,723
Source fields
Schedule I source fields
Filing Id
84037347316292
Schedule I EIN
22-3154860
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2001-01-01
Schedule I Tax Period
20011231
Small plan total assets at beginning of year
$115,952
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$115,952
Small plan total assets at end of year
$163,675
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$163,675
Small plan employer contributions
$10,403
Small plan participant contributions
$61,919
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-13,990
Small plan total income
$58,332
Small plan total benefit distributions
$10,609
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$10,609
Small plan net income or loss
$47,723
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN22-3154860

Transfers

Distributed property value$0
Schedule R source fields
Payor 22-3154860
Filing Id
84037347316292
Schedule R EIN
22-3154860
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2001-01-01
Schedule R Tax Period
20011231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
22-3154860
Pension Bnft Distribution Sngl Sum Count
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Selective Benefits Group Inc. Profit Sharing/401K Plan | Selective Benefits Group Inc. | Plan 001 | 2001 Form 5500 Filing