Civic Intelligence
Filing

Staley Inc. Premium Only Plan

Staley Inc. • EIN 71-0650148 • Little Rock, AR • Plan year 2023

6101 S Shackleford RdLittle Rock, AR 72204-8606
Filing Insights

Participants

Up

121 → 148

27 • 22.31%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties
ProviderServicesLocationDirect CompensationRelated
STEPHENS INSURANCE, LLCRecordkeeping--

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20244316$4,715,984$402,544$1,274iApproximate average salary by contribution assumption: employee only about $31,847 at 4% or $21,231 at 6%; with 50% employer match about $21,231 at 4% or $14,154 at 6%; with 100% employer match about $15,923 at 4% or $10,616 at 6%.
Staley Inc. 401K Profit Sharing Plan-116$4,715,984$402,544$3,470iApproximate average salary by contribution assumption: employee only about $86,755 at 4% or $57,837 at 6%; with 50% employer match about $57,837 at 4% or $38,558 at 6%; with 100% employer match about $43,378 at 4% or $28,918 at 6%.
Staley Inc. Premium Only Plan-140---
Staley Inc. Employee Benefit Plan-316---
Staley Inc. Premium Only Plan-280---
20234324$4,335,072$408,121$1,260iApproximate average salary by contribution assumption: employee only about $31,491 at 4% or $20,994 at 6%; with 50% employer match about $20,994 at 4% or $13,996 at 6%; with 100% employer match about $15,745 at 4% or $10,497 at 6%.
Staley Inc. 401K Profit Sharing Plan-58$4,335,072$408,121$7,037iApproximate average salary by contribution assumption: employee only about $175,914 at 4% or $117,276 at 6%; with 50% employer match about $117,276 at 4% or $78,184 at 6%; with 100% employer match about $87,957 at 4% or $58,638 at 6%.
Staley Inc. Premium Only PlanCurrent148---
Staley Inc. Premium Only Plan-324---
Staley Inc. Employee Benefit Plan-267---
20224342$3,663,871$397,394$1,162iApproximate average salary by contribution assumption: employee only about $29,049 at 4% or $19,366 at 6%; with 50% employer match about $19,366 at 4% or $12,911 at 6%; with 100% employer match about $14,525 at 4% or $9,683 at 6%.
Staley Inc. 401K Profit Sharing Plan-122$3,663,871$397,394$3,257iApproximate average salary by contribution assumption: employee only about $81,433 at 4% or $54,289 at 6%; with 50% employer match about $54,289 at 4% or $36,193 at 6%; with 100% employer match about $40,717 at 4% or $27,144 at 6%.
Staley Inc. Employee Benefit Plan-264---
Staley Inc. Premium Only Plan-342---
Staley Inc. Premium Only Plan-121---
20214375$4,901,697$426,687$1,138iApproximate average salary by contribution assumption: employee only about $28,446 at 4% or $18,964 at 6%; with 50% employer match about $18,964 at 4% or $12,643 at 6%; with 100% employer match about $14,223 at 4% or $9,482 at 6%.
Staley Inc. 401K Profit Sharing Plan-153$4,901,697$426,687$2,789iApproximate average salary by contribution assumption: employee only about $69,720 at 4% or $46,480 at 6%; with 50% employer match about $46,480 at 4% or $30,987 at 6%; with 100% employer match about $34,860 at 4% or $23,240 at 6%.
Staley Inc. Premium Only Plan-160---
Staley Inc. Premium Only Plan-375---
Staley Inc. Employee Benefit Plan-334---
20204393$4,087,900$397,634$1,012iApproximate average salary by contribution assumption: employee only about $25,295 at 4% or $16,863 at 6%; with 50% employer match about $16,863 at 4% or $11,242 at 6%; with 100% employer match about $12,647 at 4% or $8,432 at 6%.
Staley Inc. 401K Profit Sharing Plan-129$4,087,900$397,634$3,082iApproximate average salary by contribution assumption: employee only about $77,061 at 4% or $51,374 at 6%; with 50% employer match about $51,374 at 4% or $34,249 at 6%; with 100% employer match about $38,530 at 4% or $25,687 at 6%.
Staley Inc. Employee Benefit Plan-281---
Staley Inc. Premium Only Plan-144---
Staley Inc. Premium Only Plan-393---
20194398$3,709,836$420,784$1,057iApproximate average salary by contribution assumption: employee only about $26,431 at 4% or $17,621 at 6%; with 50% employer match about $17,621 at 4% or $11,747 at 6%; with 100% employer match about $13,216 at 4% or $8,810 at 6%.
Staley Inc. 401K Profit Sharing Plan-137$3,709,836$420,784$3,071iApproximate average salary by contribution assumption: employee only about $76,785 at 4% or $51,190 at 6%; with 50% employer match about $51,190 at 4% or $34,127 at 6%; with 100% employer match about $38,393 at 4% or $25,595 at 6%.
Staley Inc. Premium Only Plan-398---
Staley Inc. Premium Only Plan-143---
Staley Inc. Employee Benefit Plan-395---
20184427$3,163,173$328,305$769iApproximate average salary by contribution assumption: employee only about $19,222 at 4% or $12,814 at 6%; with 50% employer match about $12,814 at 4% or $8,543 at 6%; with 100% employer match about $9,611 at 4% or $6,407 at 6%.
Staley Inc. 401K Profit Sharing Plan-122$3,163,173$328,305$2,691iApproximate average salary by contribution assumption: employee only about $67,276 at 4% or $44,850 at 6%; with 50% employer match about $44,850 at 4% or $29,900 at 6%; with 100% employer match about $33,638 at 4% or $22,425 at 6%.
Staley Inc. Employee Benefit Plan-345---
Staley Inc. Premium Only Plan-427---
Staley Inc. Premium Only Plan-145---
20174428$4,802,876$377,751$883iApproximate average salary by contribution assumption: employee only about $22,065 at 4% or $14,710 at 6%; with 50% employer match about $14,710 at 4% or $9,807 at 6%; with 100% employer match about $11,032 at 4% or $7,355 at 6%.
Staley Inc. 401K Profit Sharing Plan-168$4,802,876$377,751$2,249iApproximate average salary by contribution assumption: employee only about $56,213 at 4% or $37,475 at 6%; with 50% employer match about $37,475 at 4% or $24,984 at 6%; with 100% employer match about $28,106 at 4% or $18,738 at 6%.
Staley Inc. Premium Only Plan-428---
Staley Inc. Employee Benefit Plan-371---
Staley Inc. Premium Only Plan-161---
20164583$4,639,925$447,675$768iApproximate average salary by contribution assumption: employee only about $19,197 at 4% or $12,798 at 6%; with 50% employer match about $12,798 at 4% or $8,532 at 6%; with 100% employer match about $9,599 at 4% or $6,399 at 6%.
Staley Inc. 401K Profit Sharing Plan-215$4,639,925$447,675$2,082iApproximate average salary by contribution assumption: employee only about $52,055 at 4% or $34,703 at 6%; with 50% employer match about $34,703 at 4% or $23,136 at 6%; with 100% employer match about $26,028 at 4% or $17,352 at 6%.
Staley Inc. Employee Benefit Plan-494---
Staley Inc. Premium Only Plan-583---
Staley Inc. Premium Only Plan-241---
20154740$5,251,916$579,604$783iApproximate average salary by contribution assumption: employee only about $19,581 at 4% or $13,054 at 6%; with 50% employer match about $13,054 at 4% or $8,703 at 6%; with 100% employer match about $9,791 at 4% or $6,527 at 6%.
Staley Inc. 401K Profit Sharing Plan-260$5,251,916$579,604$2,229iApproximate average salary by contribution assumption: employee only about $55,731 at 4% or $37,154 at 6%; with 50% employer match about $37,154 at 4% or $24,769 at 6%; with 100% employer match about $27,866 at 4% or $18,577 at 6%.
Staley Inc. Premium Only Plan-293---
Staley Inc. Premium Only Plan-740---
Staley Inc. Employee Benefit Plan-569---
20144536$5,275,850$585,075$1,092iApproximate average salary by contribution assumption: employee only about $27,289 at 4% or $18,193 at 6%; with 50% employer match about $18,193 at 4% or $12,128 at 6%; with 100% employer match about $13,644 at 4% or $9,096 at 6%.
Staley Inc. 401K Profit Sharing Plan-272$5,275,850$585,075$2,151iApproximate average salary by contribution assumption: employee only about $53,775 at 4% or $35,850 at 6%; with 50% employer match about $35,850 at 4% or $23,900 at 6%; with 100% employer match about $26,888 at 4% or $17,925 at 6%.
Staley Inc. Premium Only Plan-265---
Staley Inc. Premium Only Plan-487---
Staley Inc. Employee Benefit Plan-536---
20134678$5,007,451$573,777$846iApproximate average salary by contribution assumption: employee only about $21,157 at 4% or $14,105 at 6%; with 50% employer match about $14,105 at 4% or $9,403 at 6%; with 100% employer match about $10,578 at 4% or $7,052 at 6%.
Staley Inc. 401K Profit Sharing Plan-278$5,007,451$573,777$2,064iApproximate average salary by contribution assumption: employee only about $51,599 at 4% or $34,399 at 6%; with 50% employer match about $34,399 at 4% or $22,933 at 6%; with 100% employer match about $25,799 at 4% or $17,200 at 6%.
Staley Inc. Premium Only Plan-298---
Staley Inc. Premium Only Plan-678---
Staley Inc. Employee Benefit Plan-537---
20125592$8,356,264$1,086,348$1,835iApproximate average salary by contribution assumption: employee only about $45,876 at 4% or $30,584 at 6%; with 50% employer match about $30,584 at 4% or $20,389 at 6%; with 100% employer match about $22,938 at 4% or $15,292 at 6%.
Staley Inc 401K Profit Sharing Plan-277$4,178,132$543,174$1,961iApproximate average salary by contribution assumption: employee only about $49,023 at 4% or $32,682 at 6%; with 50% employer match about $32,682 at 4% or $21,788 at 6%; with 100% employer match about $24,511 at 4% or $16,341 at 6%.
Staley Inc. 401K Profit Sharing Plan-277$4,178,132$543,174$1,961iApproximate average salary by contribution assumption: employee only about $49,023 at 4% or $32,682 at 6%; with 50% employer match about $32,682 at 4% or $21,788 at 6%; with 100% employer match about $24,511 at 4% or $16,341 at 6%.
Staley Inc. Premium Only Plan-278---
Staley Inc. Premium Only Plan-405---
Staley Inc. Employee Benefit Plan-592---
20115537$7,697,570$1,118,694$2,083iApproximate average salary by contribution assumption: employee only about $52,081 at 4% or $34,720 at 6%; with 50% employer match about $34,720 at 4% or $23,147 at 6%; with 100% employer match about $26,040 at 4% or $17,360 at 6%.
Staley Inc 401K Profit Sharing Plan-224$3,848,785$559,347$2,497iApproximate average salary by contribution assumption: employee only about $62,427 at 4% or $41,618 at 6%; with 50% employer match about $41,618 at 4% or $27,745 at 6%; with 100% employer match about $31,214 at 4% or $20,809 at 6%.
Staley Inc. 401K Profit Sharing Plan-224$3,848,785$559,347$2,497iApproximate average salary by contribution assumption: employee only about $62,427 at 4% or $41,618 at 6%; with 50% employer match about $41,618 at 4% or $27,745 at 6%; with 100% employer match about $31,214 at 4% or $20,809 at 6%.
Staley Inc. Premium Only Plan-277---
Staley Inc. Premium Only Plan-473---
Staley Inc. Employee Benefit Plan-537---
20105579$7,961,794$1,077,454$1,861iApproximate average salary by contribution assumption: employee only about $46,522 at 4% or $31,015 at 6%; with 50% employer match about $31,015 at 4% or $20,677 at 6%; with 100% employer match about $23,261 at 4% or $15,507 at 6%.
Staley Inc 401K Profit Sharing Plan-214$3,980,897$538,727$2,517iApproximate average salary by contribution assumption: employee only about $62,935 at 4% or $41,957 at 6%; with 50% employer match about $41,957 at 4% or $27,971 at 6%; with 100% employer match about $31,468 at 4% or $20,978 at 6%.
Staley Inc. 401K Profit Sharing Plan-214$3,980,897$538,727$2,517iApproximate average salary by contribution assumption: employee only about $62,935 at 4% or $41,957 at 6%; with 50% employer match about $41,957 at 4% or $27,971 at 6%; with 100% employer match about $31,468 at 4% or $20,978 at 6%.
Staley Inc. Premium Only Plan-251---
Staley Inc. Premium Only Plan-292---
Staley Inc. Employee Benefit Plan-579---
20094246$3,420,520$533,665$2,169iApproximate average salary by contribution assumption: employee only about $54,234 at 4% or $36,156 at 6%; with 50% employer match about $36,156 at 4% or $24,104 at 6%; with 100% employer match about $27,117 at 4% or $18,078 at 6%.
Staley Inc 401K Profit Sharing Plan-189$3,420,520$533,665$2,824iApproximate average salary by contribution assumption: employee only about $70,591 at 4% or $47,060 at 6%; with 50% employer match about $47,060 at 4% or $31,374 at 6%; with 100% employer match about $35,295 at 4% or $23,530 at 6%.
Staley Inc. Premium Only Plan-219---
Staley Inc. Premium Only Plan-246---
Staley Inc. Employee Benefit Plan-219---
20084246$2,363,566$610,999$2,484iApproximate average salary by contribution assumption: employee only about $62,093 at 4% or $41,396 at 6%; with 50% employer match about $41,396 at 4% or $27,597 at 6%; with 100% employer match about $31,047 at 4% or $20,698 at 6%.
Staley Inc 401K Profit Sharing Plan-187$2,363,566$610,999$3,267iApproximate average salary by contribution assumption: employee only about $81,684 at 4% or $54,456 at 6%; with 50% employer match about $54,456 at 4% or $36,304 at 6%; with 100% employer match about $40,842 at 4% or $27,228 at 6%.
Staley Inc. Premium Only Plan-246---
Staley Inc. Premium Only Plan-216---
Staley Inc. Employee Benefit Plan-203---
20074267$3,177,868$634,510$2,376iApproximate average salary by contribution assumption: employee only about $59,411 at 4% or $39,607 at 6%; with 50% employer match about $39,607 at 4% or $26,405 at 6%; with 100% employer match about $29,706 at 4% or $19,804 at 6%.
Staley Inc 401K Profit Sharing Plan-198$3,177,868$634,510$3,205iApproximate average salary by contribution assumption: employee only about $80,115 at 4% or $53,410 at 6%; with 50% employer match about $53,410 at 4% or $35,607 at 6%; with 100% employer match about $40,057 at 4% or $26,705 at 6%.
Staley Inc. Premium Only Plan-218---
Staley Inc. Premium Only Plan-267---
Staley Inc. Employee Benefit Plan-218---
20064279$2,575,323$692,438$2,482iApproximate average salary by contribution assumption: employee only about $62,046 at 4% or $41,364 at 6%; with 50% employer match about $41,364 at 4% or $27,576 at 6%; with 100% employer match about $31,023 at 4% or $20,682 at 6%.
Staley Inc 401K Profit Sharing Plan-194$2,575,323$692,438$3,569iApproximate average salary by contribution assumption: employee only about $89,232 at 4% or $59,488 at 6%; with 50% employer match about $59,488 at 4% or $39,659 at 6%; with 100% employer match about $44,616 at 4% or $29,744 at 6%.
Staley Inc. Employee Benefit Plan-238---
Staley Inc. Premium Only Plan-232---
Staley Inc. Premium Only Plan-279---
20054276$1,795,019$510,853$1,851iApproximate average salary by contribution assumption: employee only about $46,273 at 4% or $30,849 at 6%; with 50% employer match about $30,849 at 4% or $20,566 at 6%; with 100% employer match about $23,136 at 4% or $15,424 at 6%.
Staley Inc 401K Profit Sharing Plan-188$1,795,019$510,853$2,717iApproximate average salary by contribution assumption: employee only about $67,933 at 4% or $45,288 at 6%; with 50% employer match about $45,288 at 4% or $30,192 at 6%; with 100% employer match about $33,966 at 4% or $22,644 at 6%.
Staley Inc. Premium Only Plan-219---
Staley Inc. Premium Only Plan-276---
Staley Inc. Employee Benefit Plan-236---
20043278$1,336,845$331,108$1,191iApproximate average salary by contribution assumption: employee only about $29,776 at 4% or $19,851 at 6%; with 50% employer match about $19,851 at 4% or $13,234 at 6%; with 100% employer match about $14,888 at 4% or $9,925 at 6%.
Staley Inc. 401K Profit Sharing Plan-131$1,336,845$331,108$2,528iApproximate average salary by contribution assumption: employee only about $63,189 at 4% or $42,126 at 6%; with 50% employer match about $42,126 at 4% or $28,084 at 6%; with 100% employer match about $31,594 at 4% or $21,063 at 6%.
Staley Inc. Premium Only Plan-278---
Staley Inc. Premium Only Plan-215---
20033228$961,518$232,821$1,021iApproximate average salary by contribution assumption: employee only about $25,529 at 4% or $17,019 at 6%; with 50% employer match about $17,019 at 4% or $11,346 at 6%; with 100% employer match about $12,764 at 4% or $8,510 at 6%.
Staley Inc. 401K Profit Sharing Plan-118$961,518$232,821$1,973iApproximate average salary by contribution assumption: employee only about $49,326 at 4% or $32,884 at 6%; with 50% employer match about $32,884 at 4% or $21,923 at 6%; with 100% employer match about $24,663 at 4% or $16,442 at 6%.
Staley Inc. Premium Only Plan-164---
Staley Inc. Premium Only Plan-228---
2001179$0$0-
Staley Inc. 401K Profit Sharing Plan-79---
2000165$619,573$168,275$2,589iApproximate average salary by contribution assumption: employee only about $64,721 at 4% or $43,147 at 6%; with 50% employer match about $43,147 at 4% or $28,765 at 6%; with 100% employer match about $32,361 at 4% or $21,574 at 6%.
Staley Inc. 401K Profit Sharing Plan-65$619,573$168,275$2,589iApproximate average salary by contribution assumption: employee only about $64,721 at 4% or $43,147 at 6%; with 50% employer match about $43,147 at 4% or $28,765 at 6%; with 100% employer match about $32,361 at 4% or $21,574 at 6%.
1999157$568,535$156,707$2,749iApproximate average salary by contribution assumption: employee only about $68,731 at 4% or $45,821 at 6%; with 50% employer match about $45,821 at 4% or $30,547 at 6%; with 100% employer match about $34,366 at 4% or $22,910 at 6%.
Staley Inc. 401K Profit Sharing Plan-57$568,535$156,707$2,749iApproximate average salary by contribution assumption: employee only about $68,731 at 4% or $45,821 at 6%; with 50% employer match about $45,821 at 4% or $30,547 at 6%; with 100% employer match about $34,366 at 4% or $22,910 at 6%.
Schedule Details

Schedule A

Row 1
Form Id
1
Ins Broker Name
STEPHENS INSURANCE, LLC
Ins Broker US Address1
111 CENTER ST STE 1410
Ins Broker US City
LITTLE ROCK
Ins Broker US State
AR
Ins Broker US ZIP
72201
Ins Broker Comm Pd Amount
$2,164
Ins Broker Fees Pd Amount
$0
Ins Broker Fees Pd Text
INS AGENT OR BROKER ON RECORD
Ins Broker Code
3
Row 2
Ins Carrier Name: DELTA DENTAL PLAN OF ARKANSAS
Form Id
1
Schedule A Plan Year Begin Date
2023-05-01
Schedule A Plan Year End Date
2024-04-30
Schedule A Plan Num
501
Schedule A EIN
71-0650148
Ins Carrier Name
DELTA DENTAL PLAN OF ARKANSAS
Ins Carrier EIN
71-0561140
Ins Carrier Naic Code
47155
Ins Contract Num
000009022
Ins Prsn Covered End of year Count
236
Ins Policy From Date
2023-05-01
Ins Policy To Date
2024-04-30
Ins Broker Comm Total Amount
$2,164
Alloc Contracts Indiv Indicator
No
Alloc Contracts Group Indicator
No
Alloc Contracts Other Indicator
No
Pens Distr Bnft Terminate Pln Indicator
No
Unalloc Contracts Dep Adm Indicator
No
Unal Contrac Imm Part Guar Indicator
No
Unal Contracts Guar Invest Indicator
No
Unalloc Contracts Other Indicator
No
Wlfr Bnft Health Indicator
No
Wlfr Bnft Dental Indicator
Yes
Wlfr Bnft Vision Indicator
No
Wlfr Bnft Life Insur Indicator
No
Wlfr Bnft Temp Disab Indicator
No
Wlfr Bnft Long Terminate Disab Indicator
No
Wlfr Bnft Unemp Indicator
No
Wlfr Bnft Drug Indicator
No
Wlfr Bnft Stop Loss Indicator
No
Wlfr Bnft Hmo Indicator
No
Wlfr Bnft Ppo Indicator
No
Wlfr Bnft Indemnity Indicator
No
Wlfr Bnft Other Indicator
No
Wlfr Premium Rcvd Amount
$72,924
Wlfr Total Earned Prem Amount
$72,924
Wlfr Claims Paid Amount
$58,150
Wlfr Incr Reserve Amount
$238
Wlfr Incurred Claim Amount
$58,388
Wlfr Claims Chrgd Amount
$58,388
Wlfr Ret Commissions Amount
$2,164
Wlfr Ret Total Amount
$2,164
Wlfr Refund Cash Indicator
No
Wlfr Refund Credit Indicator
No
Ins Fail Provide Info Indicator
No

Schedule C

Schedule C Provider

STEPHENS INSURANCE, LLC

INS BROKER

Recordkeeping
Indirect compensationYes
Formula-based compensationNo
Source fields
Row 1
Service code: Recordkeeping
Service code
Recordkeeping
STEPHENS INSURANCE, LLC
Other provider name
STEPHENS INSURANCE, LLC
Provider Other US Address1
111 CENTER STREET STE 1410
Provider Other US City
LITTLE ROCK
Provider Other US State
AR
Provider Other US ZIP
72201
Relationship to employer or plan
INS BROKER
Indirect compensation reported
Yes
Provider Other Elig Indicator Comp Indicator
Yes
Provider Other Total Indicator Comp Amount
$2,164
Provider Other Amount Formula Indicator
No

Filing received by DOL Jul 22, 2024