EXEMPLIS LLC

6415 KATELLA AVE FL 2
CYPRESS, CA 90630

Business Stats

Policy History

Term Carrier Premium LCM
2023

2.284
(Current: 2.215)
2023

1.100
2023

1.698
2023

1.650
2023

2.511
2023

-
2023

0.724
2023

-
2023

-
2023

-
2022

1.095
2022

1.698
2022

2.284
2022

1.675
2022

1.435
2022

1.310
2022

1.235
2022

1.025
2022

1.160
2022

1.035
2022
01-01-2022

-
2021

1.650
2021

1.698
2021

2.284
2021

1.435
2021

1.359
2021

-
2021

1.260
2021

1.235
2021

-
2021

1.025
2021

1.433
2020

2.329
2020

-
2020

1.698
2020

1.491
2020

1.359
2020

-
2020

1.260
2020

1.235
2020

-
2020

1.052
2020

1.433
2019

2.329
2019

-
2019

1.491
2019

1.196
2019

-
2019

1.260
2019

1.164
2019

-
2019

1.052
2019

1.698
2019

1.433
2018

2.329
2018

-
2018

1.000
2018

1.491
2018

1.196
2018

-
2018

1.110
2018

-
2018

1.052
2018

1.711
2018

1.433
2018

2.870
2017

-
2017

-
2017

-
2017

-
2017

1.000
2017

1.196
2017

1.196
2017

1.110
2017

-
2017

1.052
2017

1.711
2017

1.433
2017

1.433
2017

2.870
2016

-
2016

-
2016

1.196
2016

1.110
2016

-
2016

1.711
2016

1.433
2016

-
2015

-
2015

-
2015

1.110
2015

-
2015

-
2015

1.433
2015

-
2014

-
2014

1.110
2014

-
2013

-
2012

-
2012

-

Contacts

EZWWISE YXJQDA
Benefits Admin
(311) 712-7553
18a

TMJNW ELJRMRST
Benefits Admin
(101) 363-7594
7723

KMYYY ETVOSCX
Benefits Admin
(248) 741-7565
7fde

Woidx Dxqtoivg
VP Human Resources
85
0faa

EPAUB UMRLNXGS
VP HR
(015) 739-4121
zgirixwfo@vgiltxzb.vtd

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 20,183,197 $ 48,610,234 $ 1,838,502 $ 1,816,425 $ 3,216,118 $ 8,100,129 $ 9,586,886 $ 2,528,966 $ 1,110,827 $ 7,212,849 $ 3,514,770 $ 4,554,955
Liabilities: $ 0 $ 5 $ 32 $ 335 $ 2 $ 9 $ 0 $5,000,000,000 $ 7
EE Contrib: $ 2,995,542 $ 1,240,600 $ 7,428,004 $ 9,664,509 $ 5,944,703 $ 9,172,646 $ 486,022 $ 971,142 $ 223,840 $ 226,343 $ 238,800 $ 116,150
Emp Contrib: $ 1,135,581 $ 9,969,491 $ 398,366 $ 5,770,584 $ 238,423 $ 2 $ 2 $ 107 $ 85 $ 0
Income/Loss: $ 1,402,015 $ 8,627,205 $ 7,845,821($ 8,191,246) $ 752,706 $ 242,029($ 80,445) $ 50,687 $ 286,025 $ 440,566($ 75,801) $ 113,725
Total Income: $ 7,760,603 $ 5,879,487 $ 939,922 $ 9,092,960 $ 2,417,233 $ 8,096,343 $ 523,057 $ 466,895 $ 1,752,093 $ 533,847 $ 605,014 $ 348,062
Paid Benefits: $ 1,925,683 $ 2,501,640 $ 4,026,562 $ 977,943 $ 965,226 $ 648,888 $ 174,766 $ 434,580 $ 47,989 $ 124,086 $ 99,712 $ 257,205
Expenses: $ 0 $ 0 $ 7 $ 670 $ 4
  Commission: $ 11,779 $ 88,064 $ 7,197 $ 312 $ 7,968 $ 260 $ 5,159 $ 7,536 $ 4,970 $ 6,823 $ 7,876
Net Income: $ 5,797,881 $ 4,403,765 $ 2,854,045 $ 4,880,750 $ 7,176,626 $ 610,496 $ 911,864 $ 322,547 $ 347,719 $ 355,619 $ 489,745 $ 399,026
Net Assets: $ 29,143,754 $ 82,358,552 $ 60,362,517 $ 8,976,084 $ 4,543,807 $ 8,823,562 $ 5,726,958 $ 8,983,204 $ 7,607,643 $ 7,016,412 $ 6,128,809 $ 1,218,693

Participants

202120202019201820172016201520142013201220112010
Total Participants:637402389348707351536719121156629729
Active Part.:514679473767198942814209545621886090
Retired Part.:3744fc4ba2b51bb9bacb97161
Deceased Part.:ac75b52cc7aa9dba 055fbaf2c

Insurance

No Insurance Coverage

Providers

FBKYNTKM FDKATGXCMIT FWGUHDMLXPSWY
POSYBRLLG VQGOUHMH, XKX.Investment advisory (plan)
Compensation:$8,688
Relation:ADVISOR
MTCYEMVW MWVOQUKZNPN RLZARDGDSVYNLParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Compensation:$3,091
Relation:RECORDKEEPER
PLXAWWKK MYZSKUPCXDU NTMQCEQYRJNCS
Source: BNYM INTL CORE EQ I - BNY MELLON T
Sub-transfer agency fees
Compensation:0.25%
EMXODRNC VSOSYFZVDVW XWGFSVCMBNYXI
Source: COLUMBIA DIV INC A - COLUMBIA MGT
Sub-transfer agency fees
Compensation:0.50%
OVUWJVMN BLYSGNXXMRD YDSJKLZHWIJUM
Source: EV INC FUND BOSTON A - BNY MELLON
Sub-transfer agency fees
Compensation:0.50%
MMRPQMNO EHYYWKMDNJR ZXREZYCDAERQK
Source: GS INFL-PRO SECS INV - GOLDMAN SAC
Sub-transfer agency fees
Compensation:0.25%
UMJCSSOT FVTDAPZIFQG VFAOBQYCCMAXP
Source: I O INTL GROWTH Y - INVESCO INVEST
Sub-transfer agency fees
Compensation:0.25%
OYYATXIN XQZEVRMUDIB GYTYVMRWDMJSX
Source: J H ENTERPRISE T - JANUS SERVICES
Sub-transfer agency fees
Compensation:0.35%
LDSTOIXX FDGBJRAHRJZ OEIUSCSERMIGS
Source: J H GROWTH & INC T - JANUS SERVICE
Sub-transfer agency fees
Compensation:0.35%
VJBNAXJX FAOJZPPMMBA BAMBDGPABLHHQ
Source: NORTHERN SM CAP VAL - THE NORTHERN
Sub-transfer agency fees
Compensation:0.40%
AANCEFZO KQWCPSFQTSP JPDCQGCBRXMYF
Source: VICTORY S ESTB VAL Y - FIS INVESTO
Sub-transfer agency fees
Compensation:0.25%

Features

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3B - Plan covering Self-Employed individuals.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Health Benefits

Financials

20212020201920182017201620152014201320122011
BOY Assets: $ 0 $ 6 $ 5 $ 1 $ 42 $ 4 $ 25 $ 24 $ 2
Liabilities: $ 0 $ 4 $ 779 $ 62 $ 8 $ 0 $ 27 $ 50
EE Contrib: $ 0 $ 76 $ 28 $ 2 $ 5 $ 91 $ 6
Emp Contrib: $ 0 $ 2 $ 670 $ 36 $ 3 $ 2 $ 3 $ 112
Income/Loss: $ 0 $ 3 $ 7 $ 1 $ 0 $ 7 $ 7 $ 0
Total Income: $ 0 $ 0 $ 3 $ 42 $ 53 $ 465
Paid Benefits: $ 0 $ 82 $ 8 $ 2 $ 2 $ 1 $ 2
Expenses: $ 0 $ 6 $ 9 $ 6 $ 6
  Commission: $ 0 $ 6 $ 3 $ 40 $ 4 $ 3
Net Income: $ 0 $ 99 $ 4 $ 44 $ 6 $ 112 $ 0 $ 69 $ 10 $ 4
Net Assets: $ 0 $ 0 $ 4 $ 3 $ 2 $ 8 $ 9 $ 34

Participants

20212020201920182017201620152014201320122011
Total Participants:523482984695020530414937543356133
Active Part.:519434544172511447964759490934319
Retired Part.:4511654ba5382
Deceased Part.:d2b20863c1b2acfca828c2

Insurance

XUFKXIJ CXFSV VDZRU, LYO.
Renewal:12-31-2021
Covered:15
  1. LEGAL

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 5,136
Commission9.68% $ 497
Fees1.44% $ 74
Brokers
EANVDZ TATSSSAOQN KOLDAJ YXFI DDX.
Renewal:12-31-2021
Covered:90
  1. Health
  2. Prescription Drug
  3. HMO Contract

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 475,362
Commission0% $ 0
Fees0% $ 0
JTMUIYAR TQWOZAHB JWEV VNXPFSSXU QOXXHKQ
Renewal:12-31-2021
Covered:540
  1. Temp. Disability Insurance

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 56,027
Commission0% $ 0
Fees6% $ 3,362
Brokers
YUMQEH OLJO HTAZO GGFB QCO FJWXWE CAOLKFDYP WNNMRUF
Renewal:12-31-2021
Covered:660
  1. Health
  2. Dental
  3. Vision
  4. Prescription Drug
  5. HMO Contract
  6. PPO Contract

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 3,154,309
Commission0% $ 0
Fees1.06% $ 33,575
Brokers
TECLZT OOJKCFDVUZ XVNPCK JLYQ KEC.
Renewal:12-31-2021
Covered:33
  1. Health
  2. Prescription Drug
  3. HMO Contract

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 289,949
Commission0% $ 0
Fees0% $ 0
ORYJZZUK IUANNRIK CGKN KVVZJOJQN CHYVALK
Renewal:12-31-2021
Covered:602
  1. Life Insurance
  2. ACCIDENTAL DEATH AND DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 63,361
Commission0% $ 0
Fees6% $ 3,802
Brokers
NLLVQLYR SZCTGWSM CEIC RSOTXOIIQ CVRWDYW
Renewal:12-31-2021
Covered:148
  1. DEPENDENT LIFE, SUPPLEMENTAL LIFE

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 30,210
Commission15% $ 4,531
Fees6% $ 1,813
Brokers
ZBRQZEES MKCQATWH PGQC JBBVKWANR EPZYYJS
Renewal:12-31-2021
Covered:602
  1. Long Term Disab. Ins

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 59,986
Commission0% $ 0
Fees6% $ 3,599
Brokers
GUOPNFFV CYFSEOAP XQAR ARHRJYZII NSLBFHH
Renewal:12-31-2021
Covered:106
  1. VOLUNTARY ACCIDENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 10,825
Commission20% $ 2,165
Fees6% $ 650
Brokers
IQQONNVF ICEVSHFD OFHF NRMOGMHGJ UOEANCO
Renewal:12-31-2021
Covered:149
  1. VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 6,543
Commission15.01% $ 982
Fees6.01% $ 393
Brokers
XRTQDWOH RJUHMXZL DYMD AZPJUEERV PTTRJXF
Renewal:12-31-2021
Covered:55
  1. VOLUNTARY CRITICAL ILLNESS

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 12,501
Commission20% $ 2,500
Fees6% $ 750
Brokers
HMMWAIOJ ISETMEAC SPTE JTAGCJROA RJPPAFH
Renewal:12-31-2021
Covered:75
  1. HOSPITAL INDEMNITY

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 14,651
Commission20% $ 2,930
Fees0% $ 0
Brokers

Providers

No Providers

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4E - Vision.

    4F - Temporary disability (accident and sickness).

    4G - Prepaid legal.

    4H - Long-term disability.

    4L - Death benefits (include travel accident but not life insurance).


OSHA

Motor Carrier