Benefits Administration & Insurance Services LLC
Plan context: BENEFITS ADMINISTRATION & INSURANCE SERVICES, LLC CASH BALANCE PLAN
EIN 33-0888205 • Lake Forest, CA • 7 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
8
2019 Assets
$1,174,116
2019 Contributions
$394,003
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| BENEFITS ADMINISTRATION & INSURANCE SERVICES, LLC CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2018 | 2 | 8 | $1,174,116 | $394,003 | $49,250iApproximate average salary by contribution assumption: employee only about $1,231,259 at 4% or $820,840 at 6%; with 50% employer match about $820,840 at 4% or $547,226 at 6%; with 100% employer match about $615,630 at 4% or $410,420 at 6%. |
| BENEFITS ADMINISTRATION & INSURANCE SERVICES, LLC CASH BALANCE PLAN | - | 7 | $895,833 | $313,147 | $44,735iApproximate average salary by contribution assumption: employee only about $1,118,382 at 4% or $745,588 at 6%; with 50% employer match about $745,588 at 4% or $497,059 at 6%; with 100% employer match about $559,191 at 4% or $372,794 at 6%. |
| Benefits Administration & Insurance 401(K) Plan | - | 8 | $278,283 | $80,856 | $10,107iApproximate average salary by contribution assumption: employee only about $252,675 at 4% or $168,450 at 6%; with 50% employer match about $168,450 at 4% or $112,300 at 6%; with 100% employer match about $126,338 at 4% or $84,225 at 6%. |
| 2017 | 2 | 7 | $885,051 | $389,280 | $55,611iApproximate average salary by contribution assumption: employee only about $1,390,286 at 4% or $926,857 at 6%; with 50% employer match about $926,857 at 4% or $617,905 at 6%; with 100% employer match about $695,143 at 4% or $463,429 at 6%. |
| BENEFITS ADMINISTRATION & INSURANCE SERVICES, LLC CASH BALANCE PLAN | - | 7 | $673,416 | $285,000 | $40,714iApproximate average salary by contribution assumption: employee only about $1,017,857 at 4% or $678,571 at 6%; with 50% employer match about $678,571 at 4% or $452,381 at 6%; with 100% employer match about $508,929 at 4% or $339,286 at 6%. |
| Benefits Administration & Insurance 401(K) Plan | - | 7 | $211,635 | $104,280 | $14,897iApproximate average salary by contribution assumption: employee only about $372,429 at 4% or $248,286 at 6%; with 50% employer match about $248,286 at 4% or $165,524 at 6%; with 100% employer match about $186,214 at 4% or $124,143 at 6%. |
| 2016 | 2 | 7 | $391,969 | $387,492 | $55,356iApproximate average salary by contribution assumption: employee only about $1,383,900 at 4% or $922,600 at 6%; with 50% employer match about $922,600 at 4% or $615,067 at 6%; with 100% employer match about $691,950 at 4% or $461,300 at 6%. |
| BENEFITS ADMINISTRATION & INSURANCE SERVICES, LLC CASH BALANCE PLAN | - | 7 | $300,000 | $300,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| Benefits Administration & Insurance 401(K) Plan | - | 7 | $91,969 | $87,492 | $12,499iApproximate average salary by contribution assumption: employee only about $312,471 at 4% or $208,314 at 6%; with 50% employer match about $208,314 at 4% or $138,876 at 6%; with 100% employer match about $156,236 at 4% or $104,157 at 6%. |