Civic Intelligence
Filing

Medjet Assistance LLC 401(K) Plan

Medjet Assistance LLC • EIN 63-1195868 • Birmingham, AL • Plan year 2005

Company ProfileSource Archive
3075 Healthy WayBirmingham, AL 35243
Filing Insights

Participants

Down

17 → 11

-6 • -35.29%

Assets

Up

$216,963 → $223,032

$6,069 • 2.80%

Investment Management Fee

-

Admin expenses - • Total expenses $65,748

Filing Details

Context
Net investment result
$6,069
Pension payor EIN
13-5570651

Status Flags

Fidelity bond in place

Yes

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
2025125$5,261,127$366,005$14,640iApproximate average salary by contribution assumption: employee only about $366,005 at 4% or $244,003 at 6%; with 50% employer match about $244,003 at 4% or $162,669 at 6%; with 100% employer match about $183,003 at 4% or $122,002 at 6%.
Medjet Assistance LLC 401(K) Plan-25$5,261,127$366,005$14,640iApproximate average salary by contribution assumption: employee only about $366,005 at 4% or $244,003 at 6%; with 50% employer match about $244,003 at 4% or $162,669 at 6%; with 100% employer match about $183,003 at 4% or $122,002 at 6%.
2024125$4,241,982$331,562$13,262iApproximate average salary by contribution assumption: employee only about $331,562 at 4% or $221,041 at 6%; with 50% employer match about $221,041 at 4% or $147,361 at 6%; with 100% employer match about $165,781 at 4% or $110,521 at 6%.
Medjet Assistance LLC 401(K) Plan-25$4,241,982$331,562$13,262iApproximate average salary by contribution assumption: employee only about $331,562 at 4% or $221,041 at 6%; with 50% employer match about $221,041 at 4% or $147,361 at 6%; with 100% employer match about $165,781 at 4% or $110,521 at 6%.
2023122$3,414,542$303,608$13,800iApproximate average salary by contribution assumption: employee only about $345,009 at 4% or $230,006 at 6%; with 50% employer match about $230,006 at 4% or $153,337 at 6%; with 100% employer match about $172,505 at 4% or $115,003 at 6%.
Medjet Assistance LLC 401(K) Plan-22$3,414,542$303,608$13,800iApproximate average salary by contribution assumption: employee only about $345,009 at 4% or $230,006 at 6%; with 50% employer match about $230,006 at 4% or $153,337 at 6%; with 100% employer match about $172,505 at 4% or $115,003 at 6%.
2022121$2,823,092$259,937$12,378iApproximate average salary by contribution assumption: employee only about $309,449 at 4% or $206,299 at 6%; with 50% employer match about $206,299 at 4% or $137,533 at 6%; with 100% employer match about $154,724 at 4% or $103,150 at 6%.
Medjet Assistance LLC 401(K) Plan-21$2,823,092$259,937$12,378iApproximate average salary by contribution assumption: employee only about $309,449 at 4% or $206,299 at 6%; with 50% employer match about $206,299 at 4% or $137,533 at 6%; with 100% employer match about $154,724 at 4% or $103,150 at 6%.
2021120$3,177,422$240,428$12,021iApproximate average salary by contribution assumption: employee only about $300,535 at 4% or $200,357 at 6%; with 50% employer match about $200,357 at 4% or $133,571 at 6%; with 100% employer match about $150,268 at 4% or $100,178 at 6%.
Medjet Assistance LLC 401(K) Plan-20$3,177,422$240,428$12,021iApproximate average salary by contribution assumption: employee only about $300,535 at 4% or $200,357 at 6%; with 50% employer match about $200,357 at 4% or $133,571 at 6%; with 100% employer match about $150,268 at 4% or $100,178 at 6%.
2020120$3,262,617$219,519$10,976iApproximate average salary by contribution assumption: employee only about $274,399 at 4% or $182,933 at 6%; with 50% employer match about $182,933 at 4% or $121,955 at 6%; with 100% employer match about $137,199 at 4% or $91,466 at 6%.
Medjet Assistance LLC 401(K) Plan-20$3,262,617$219,519$10,976iApproximate average salary by contribution assumption: employee only about $274,399 at 4% or $182,933 at 6%; with 50% employer match about $182,933 at 4% or $121,955 at 6%; with 100% employer match about $137,199 at 4% or $91,466 at 6%.
2019119$3,596,934$250,333$13,175iApproximate average salary by contribution assumption: employee only about $329,386 at 4% or $219,590 at 6%; with 50% employer match about $219,590 at 4% or $146,394 at 6%; with 100% employer match about $164,693 at 4% or $109,795 at 6%.
Medjet Assistance LLC 401(K) Plan-19$3,596,934$250,333$13,175iApproximate average salary by contribution assumption: employee only about $329,386 at 4% or $219,590 at 6%; with 50% employer match about $219,590 at 4% or $146,394 at 6%; with 100% employer match about $164,693 at 4% or $109,795 at 6%.
2018119$3,185,288$845,736$44,512iApproximate average salary by contribution assumption: employee only about $1,112,811 at 4% or $741,874 at 6%; with 50% employer match about $741,874 at 4% or $494,582 at 6%; with 100% employer match about $556,405 at 4% or $370,937 at 6%.
Medjet Assistance LLC 401(K) Plan-19$3,185,288$845,736$44,512iApproximate average salary by contribution assumption: employee only about $1,112,811 at 4% or $741,874 at 6%; with 50% employer match about $741,874 at 4% or $494,582 at 6%; with 100% employer match about $556,405 at 4% or $370,937 at 6%.
201711$2,965,910$234,781$234,781iApproximate average salary by contribution assumption: employee only about $5,869,525 at 4% or $3,913,017 at 6%; with 50% employer match about $3,913,017 at 4% or $2,608,678 at 6%; with 100% employer match about $2,934,763 at 4% or $1,956,508 at 6%.
Medjet Assistance LLC 401(K) Plan-1$2,965,910$234,781$234,781iApproximate average salary by contribution assumption: employee only about $5,869,525 at 4% or $3,913,017 at 6%; with 50% employer match about $3,913,017 at 4% or $2,608,678 at 6%; with 100% employer match about $2,934,763 at 4% or $1,956,508 at 6%.
2016121$2,408,877$236,795$11,276iApproximate average salary by contribution assumption: employee only about $281,899 at 4% or $187,933 at 6%; with 50% employer match about $187,933 at 4% or $125,288 at 6%; with 100% employer match about $140,949 at 4% or $93,966 at 6%.
Medjet Assistance LLC 401(K) Plan-21$2,408,877$236,795$11,276iApproximate average salary by contribution assumption: employee only about $281,899 at 4% or $187,933 at 6%; with 50% employer match about $187,933 at 4% or $125,288 at 6%; with 100% employer match about $140,949 at 4% or $93,966 at 6%.
2015118$2,134,161$715,630$39,757iApproximate average salary by contribution assumption: employee only about $993,931 at 4% or $662,620 at 6%; with 50% employer match about $662,620 at 4% or $441,747 at 6%; with 100% employer match about $496,965 at 4% or $331,310 at 6%.
Medjet Assistance LLC 401(K) Plan-18$2,134,161$715,630$39,757iApproximate average salary by contribution assumption: employee only about $993,931 at 4% or $662,620 at 6%; with 50% employer match about $662,620 at 4% or $441,747 at 6%; with 100% employer match about $496,965 at 4% or $331,310 at 6%.
2014118$1,557,830$205,271$11,404iApproximate average salary by contribution assumption: employee only about $285,099 at 4% or $190,066 at 6%; with 50% employer match about $190,066 at 4% or $126,710 at 6%; with 100% employer match about $142,549 at 4% or $95,033 at 6%.
Medjet Assistance LLC 401(K) Plan-18$1,557,830$205,271$11,404iApproximate average salary by contribution assumption: employee only about $285,099 at 4% or $190,066 at 6%; with 50% employer match about $190,066 at 4% or $126,710 at 6%; with 100% employer match about $142,549 at 4% or $95,033 at 6%.
2013117$1,325,138$191,597$11,270iApproximate average salary by contribution assumption: employee only about $281,760 at 4% or $187,840 at 6%; with 50% employer match about $187,840 at 4% or $125,227 at 6%; with 100% employer match about $140,880 at 4% or $93,920 at 6%.
Medjet Assistance LLC 401(K) Plan-17$1,325,138$191,597$11,270iApproximate average salary by contribution assumption: employee only about $281,760 at 4% or $187,840 at 6%; with 50% employer match about $187,840 at 4% or $125,227 at 6%; with 100% employer match about $140,880 at 4% or $93,920 at 6%.
2012121$1,006,689$184,139$8,769iApproximate average salary by contribution assumption: employee only about $219,213 at 4% or $146,142 at 6%; with 50% employer match about $146,142 at 4% or $97,428 at 6%; with 100% employer match about $109,607 at 4% or $73,071 at 6%.
Medjet Assistance LLC 401(K) Plan-21$1,006,689$184,139$8,769iApproximate average salary by contribution assumption: employee only about $219,213 at 4% or $146,142 at 6%; with 50% employer match about $146,142 at 4% or $97,428 at 6%; with 100% employer match about $109,607 at 4% or $73,071 at 6%.
2011127$933,639$185,025$6,853iApproximate average salary by contribution assumption: employee only about $171,319 at 4% or $114,213 at 6%; with 50% employer match about $114,213 at 4% or $76,142 at 6%; with 100% employer match about $85,660 at 4% or $57,106 at 6%.
Medjet Assistance LLC 401(K) Plan-27$933,639$185,025$6,853iApproximate average salary by contribution assumption: employee only about $171,319 at 4% or $114,213 at 6%; with 50% employer match about $114,213 at 4% or $76,142 at 6%; with 100% employer match about $85,660 at 4% or $57,106 at 6%.
2010123$783,893$144,719$6,292iApproximate average salary by contribution assumption: employee only about $157,303 at 4% or $104,869 at 6%; with 50% employer match about $104,869 at 4% or $69,913 at 6%; with 100% employer match about $78,652 at 4% or $52,434 at 6%.
Medjet Assistance LLC 401(K) Plan-23$783,893$144,719$6,292iApproximate average salary by contribution assumption: employee only about $157,303 at 4% or $104,869 at 6%; with 50% employer match about $104,869 at 4% or $69,913 at 6%; with 100% employer match about $78,652 at 4% or $52,434 at 6%.
2009117$564,934$110,807$6,518iApproximate average salary by contribution assumption: employee only about $162,951 at 4% or $108,634 at 6%; with 50% employer match about $108,634 at 4% or $72,423 at 6%; with 100% employer match about $81,476 at 4% or $54,317 at 6%.
Medjet Assistance LLC 401(K) Plan-17$564,934$110,807$6,518iApproximate average salary by contribution assumption: employee only about $162,951 at 4% or $108,634 at 6%; with 50% employer match about $108,634 at 4% or $72,423 at 6%; with 100% employer match about $81,476 at 4% or $54,317 at 6%.
2007116$0$0-
Medjet Assistance LLC 401(K) Plan-16---
2006114$346,874$120,807$8,629iApproximate average salary by contribution assumption: employee only about $215,727 at 4% or $143,818 at 6%; with 50% employer match about $143,818 at 4% or $95,879 at 6%; with 100% employer match about $107,863 at 4% or $71,909 at 6%.
Medjet Assistance LLC 401(K) Plan-14$346,874$120,807$8,629iApproximate average salary by contribution assumption: employee only about $215,727 at 4% or $143,818 at 6%; with 50% employer match about $143,818 at 4% or $95,879 at 6%; with 100% employer match about $107,863 at 4% or $71,909 at 6%.
2005111$223,032$52,057$4,732iApproximate average salary by contribution assumption: employee only about $118,311 at 4% or $78,874 at 6%; with 50% employer match about $78,874 at 4% or $52,583 at 6%; with 100% employer match about $59,156 at 4% or $39,437 at 6%.
Medjet Assistance LLC 401(K) PlanCurrent11$223,032$52,057$4,732iApproximate average salary by contribution assumption: employee only about $118,311 at 4% or $78,874 at 6%; with 50% employer match about $78,874 at 4% or $52,583 at 6%; with 100% employer match about $59,156 at 4% or $39,437 at 6%.
2004111$216,963$82,751$7,523iApproximate average salary by contribution assumption: employee only about $188,070 at 4% or $125,380 at 6%; with 50% employer match about $125,380 at 4% or $83,587 at 6%; with 100% employer match about $94,035 at 4% or $62,690 at 6%.
Medjet Assistance LLC 401(K) Plan-11$216,963$82,751$7,523iApproximate average salary by contribution assumption: employee only about $188,070 at 4% or $125,380 at 6%; with 50% employer match about $125,380 at 4% or $83,587 at 6%; with 100% employer match about $94,035 at 4% or $62,690 at 6%.
2003111$170,788$54,718$4,974iApproximate average salary by contribution assumption: employee only about $124,359 at 4% or $82,906 at 6%; with 50% employer match about $82,906 at 4% or $55,271 at 6%; with 100% employer match about $62,180 at 4% or $41,453 at 6%.
Medjet Assistance LLC 401(K) Plan-11$170,788$54,718$4,974iApproximate average salary by contribution assumption: employee only about $124,359 at 4% or $82,906 at 6%; with 50% employer match about $82,906 at 4% or $55,271 at 6%; with 100% employer match about $62,180 at 4% or $41,453 at 6%.
2002111$104,749$36,905$3,355iApproximate average salary by contribution assumption: employee only about $83,875 at 4% or $55,917 at 6%; with 50% employer match about $55,917 at 4% or $37,278 at 6%; with 100% employer match about $41,938 at 4% or $27,958 at 6%.
Medjet Assistance LLC 401(K) Plan-11$104,749$36,905$3,355iApproximate average salary by contribution assumption: employee only about $83,875 at 4% or $55,917 at 6%; with 50% employer match about $55,917 at 4% or $37,278 at 6%; with 100% employer match about $41,938 at 4% or $27,958 at 6%.
200119$83,918$26,160$2,907iApproximate average salary by contribution assumption: employee only about $72,667 at 4% or $48,444 at 6%; with 50% employer match about $48,444 at 4% or $32,296 at 6%; with 100% employer match about $36,333 at 4% or $24,222 at 6%.
Medjet Assistance LLC 401(K) Plan-9$83,918$26,160$2,907iApproximate average salary by contribution assumption: employee only about $72,667 at 4% or $48,444 at 6%; with 50% employer match about $48,444 at 4% or $32,296 at 6%; with 100% employer match about $36,333 at 4% or $24,222 at 6%.
200017$0$0-
Medjet Assistance LLC 401(K) Plan-7---
1999110$83,156$69,900$6,990iApproximate average salary by contribution assumption: employee only about $174,750 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,667 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
Medjet Assistance LLC 401(K) Plan-10$83,156$69,900$6,990iApproximate average salary by contribution assumption: employee only about $174,750 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,667 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037347345306
Form Id
75440417
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347345050002
Ins Broker 01 Name
JAMES M CARAWAY
Ins Broker 01 Street Addr
3500 COLONNADE PKWY STE 150
Ins Broker 01 City
BIRMINGHAM
Ins Broker 01 State
AL
Ins Broker 01 ZIP Code
35243
Ins Broker Comm Pd 01 Amount
$626
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Ins Carrier Name: THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
Filing Id
84037347345306
Form Id
75440417
Schedule A EIN
63-1195868
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2005-01-01
Schedule A Tax Period
20051231
Ins Carrier Name
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
Ins Carrier EIN
13-5570651
Ins Carrier Naic Code
62944
Ins Contract Num
91633470
Ins Prsn Covered End of year Count
0
Ins Policy From Date
2005-01-01
Ins Policy To Date
2005-12-31
Ins Broker Comm Total Amount
$626
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$206,445
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
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
84037347345306
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347345050003
DFE P1 Entity 01 Name
SEPARATE ACCOUNT 65
DFE P1 Spons 01 Name
AXA EQUITABLE
DFE P1 Plan 01 EIN Plan number
135570651065
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$202,922
Row 2
Filing Id
84037347345306
Page Id
3
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
5020376347345050003
Row 3
Filing Id
84037347345306
Page Id
1
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
5020376347345050003
DFE P1 Entity 01 Name
STABLE VALUE FUND SA 47
DFE P1 Spons 01 Name
AXA EQUITABLE
DFE P1 Plan 01 EIN Plan number
135570651047
DFE P1 Entity 01 Code
P
DFE P1 Plan Interest End of year 01 Amount
$3,522
Row 4
Filing Id
84037347345306
Schedule D EIN
63-1195868
Schedule D Plan number
001
Schedule D Plan Year Begin Date
2005-01-01
Schedule D Tax Period
20051231

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$223,032$6,069 change

Balance Sheet

Beginning and end of plan year.

Total assets$216,963$223,032Increase +$6,069 (2.80%)
Total liabilities$0$0No change $0
Net assets$216,963$223,032Increase +$6,069 (2.80%)

Contributions

Employer contributions$16,209
Participant contributions$35,848
Other contributions$0

Income & Expenses

Total income$71,817
Total expenses$65,748
Net income$6,069
Source fields
Schedule I source fields
Filing Id
84037347345306
Schedule I EIN
63-1195868
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$216,963
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$216,963
Small plan total assets at end of year
$223,032
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$223,032
Small plan employer contributions
$16,209
Small plan participant contributions
$35,848
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$19,760
Small plan total income
$71,817
Small plan total benefit distributions
$65,748
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$65,748
Small plan net income or loss
$6,069
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
Yes
Small Mortg Participants End of year Amount
$10,454
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
Yes
Small plan fidelity bond amount
$250,000
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 EIN13-5570651

Transfers

Distributed property value$0
Schedule R source fields
Payor 13-5570651
Filing Id
84037347345306
Schedule R EIN
63-1195868
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
13-5570651
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1