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COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 401k Plan overview

Plan NameCOURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN
Plan identification number 504

COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

COURTER ENTERPRISES LLC has sponsored the creation of one or more 401k plans.

Company Name:COURTER ENTERPRISES LLC
Employer identification number (EIN):030483083
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042020-03-01JASON COURTER2022-04-28
5042019-03-01JASON COURTER2022-04-28
5042018-03-01JASON COURTER2022-04-28
5042017-03-01JASON COURTER2022-04-28
5042016-03-01JASON COURTER2022-04-28
5042016-02-01JASON COURTER2022-04-28
5042015-02-01JASON COURTER2022-04-28
5042014-02-01JASON COURTER2022-04-28
5042013-02-01JASON COURTER2022-04-28
5042012-02-01JASON COURTER2022-04-28
5042011-02-01JASON COURTER2022-04-28
5042010-02-01JASON COURTER2022-04-28
5042009-02-01JASON COURTER2022-04-28

Plan Statistics for COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN

401k plan membership statisitcs for COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN

Measure Date Value
2020: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-01182
Total number of active participants reported on line 7a of the Form 55002020-03-010
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-010
Number of employers contributing to the scheme2020-03-010
2019: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01163
Total number of active participants reported on line 7a of the Form 55002019-03-01182
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-01182
Number of employers contributing to the scheme2019-03-010
2018: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01160
Total number of active participants reported on line 7a of the Form 55002018-03-0198
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-0198
Number of employers contributing to the scheme2018-03-010
2017: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01169
Total number of active participants reported on line 7a of the Form 55002017-03-01160
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-01160
Number of employers contributing to the scheme2017-03-010
2016: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01547
Total number of active participants reported on line 7a of the Form 55002016-03-01169
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01169
Number of employers contributing to the scheme2016-03-010
Total participants, beginning-of-year2016-02-01547
Total number of active participants reported on line 7a of the Form 55002016-02-01547
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-01547
Number of employers contributing to the scheme2016-02-010
2015: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01547
Total number of active participants reported on line 7a of the Form 55002015-02-01547
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-01547
Number of employers contributing to the scheme2015-02-010
2014: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01547
Total number of active participants reported on line 7a of the Form 55002014-02-01547
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-01547
Number of employers contributing to the scheme2014-02-010
2013: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01301
Total number of active participants reported on line 7a of the Form 55002013-02-01547
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-01547
Number of employers contributing to the scheme2013-02-010
2012: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01309
Total number of active participants reported on line 7a of the Form 55002012-02-01301
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-01301
Number of employers contributing to the scheme2012-02-010
2011: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01282
Total number of active participants reported on line 7a of the Form 55002011-02-01309
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-01309
Number of employers contributing to the scheme2011-02-010
2010: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01173
Total number of active participants reported on line 7a of the Form 55002010-02-01282
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-010
Total of all active and inactive participants2010-02-01282
Number of employers contributing to the scheme2010-02-010
2009: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01100
Total number of active participants reported on line 7a of the Form 55002009-02-01173
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-01173
Number of employers contributing to the scheme2009-02-010

Form 5500 Responses for COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN

2020: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01This submission is the final filingYes
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-02-01Type of plan entitySingle employer plan
2016-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2010: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan benefit arrangement – InsuranceYes
2009: COURTER ENTERPRISES LLC LIFE AND DISABILITY PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01First time form 5500 has been submittedYes
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0BPZP
Policy instance 1
Insurance contract or identification numberGLUG0BPZP
Number of Individuals Covered183
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $3,588
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $27,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,588
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number879339
Policy instance 1
Insurance contract or identification number879339
Number of Individuals Covered163
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $106
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees106
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number879339
Policy instance 1
Insurance contract or identification number879339
Number of Individuals Covered160
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $100
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number879339
Policy instance 1
Insurance contract or identification number879339
Number of Individuals Covered169
Insurance policy start date2016-03-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $290
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees290
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5418804
Policy instance 1
Insurance contract or identification number5418804
Number of Individuals Covered547
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5418804
Policy instance 1
Insurance contract or identification number5418804
Number of Individuals Covered547
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5418804
Policy instance 1
Insurance contract or identification number5418804
Number of Individuals Covered547
Insurance policy start date2014-02-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5418804
Policy instance 1
Insurance contract or identification number5418804
Number of Individuals Covered547
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $2,289
Total amount of fees paid to insurance companyUSD $174
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $16,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,289
Amount paid for insurance broker fees174
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5418804
Policy instance 1
Insurance contract or identification number5418804
Number of Individuals Covered301
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $2,850
Total amount of fees paid to insurance companyUSD $590
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $19,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,850
Amount paid for insurance broker fees590
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5418804
Policy instance 1
Insurance contract or identification number5418804
Number of Individuals Covered309
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $2,766
Total amount of fees paid to insurance companyUSD $3,866
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $19,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,951
Amount paid for insurance broker fees1933
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5418804
Policy instance 1
Insurance contract or identification number5418804
Number of Individuals Covered282
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $2,537
Total amount of fees paid to insurance companyUSD $1,778
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $16,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,537
Amount paid for insurance broker fees171
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5418804
Policy instance 1
Insurance contract or identification number5418804
Number of Individuals Covered173
Insurance policy start date2009-02-01
Insurance policy end date2010-01-31
Total amount of commissions paid to insurance brokerUSD $5,316
Total amount of fees paid to insurance companyUSD $1,998
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $35,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,316
Amount paid for insurance broker fees598
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3

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