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GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 401k Plan overview

Plan NameGROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC.
Plan identification number 503

GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

KENNEDY MECHANICAL PLUMBING & HEATING, INC. has sponsored the creation of one or more 401k plans.

Company Name:KENNEDY MECHANICAL PLUMBING & HEATING, INC.
Employer identification number (EIN):161385946
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01
5032021-01-01
5032020-01-01
5032019-01-01
5032018-01-01STEPHEN CASSIDY
5032017-01-01STEPHEN CASSIDY
5032016-01-01STEPHEN CASSIDY
5032015-01-01STEPHEN CASSIDY
5032014-01-01STEPHEN CASSIDY
5032013-01-01STEPHEN CASSIDY

Plan Statistics for GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC.

401k plan membership statisitcs for GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC.

Measure Date Value
2022: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01181
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Total of all active and inactive participants2022-01-01194
2021: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-01181
Total of all active and inactive participants2021-01-01181
2020: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01168
Total of all active and inactive participants2020-01-01168
2019: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Total of all active and inactive participants2019-01-01161
2018: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01162
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Total of all active and inactive participants2018-01-01157
2017: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Total of all active and inactive participants2017-01-01162
Total participants2017-01-01162
2016: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01147
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Total of all active and inactive participants2016-01-01153
Total participants2016-01-01153
2015: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01147
Total of all active and inactive participants2015-01-01147
Total participants2015-01-01147
2014: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01141
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Total of all active and inactive participants2014-01-01150
Total participants2014-01-01150
2013: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01141
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Total of all active and inactive participants2013-01-01141
Total participants2013-01-01141

Form 5500 Responses for GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC.

2022: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP LIFE INSURANCE FOR EMPLOYEES OF KENNEDY MECHANICAL PLUMBING & HEATING, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Number of Individuals Covered194
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,340
Total amount of fees paid to insurance companyUSD $338
Life Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $11,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,340
Amount paid for insurance broker fees338
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Number of Individuals Covered181
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,243
Total amount of fees paid to insurance companyUSD $297
Life Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $10,410
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,243
Amount paid for insurance broker fees297
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Number of Individuals Covered168
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,115
Total amount of fees paid to insurance companyUSD $319
Life Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $9,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,115
Amount paid for insurance broker fees319
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Number of Individuals Covered161
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,112
Total amount of fees paid to insurance companyUSD $45
Life Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $9,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,112
Amount paid for insurance broker fees45
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,110
Total amount of fees paid to insurance companyUSD $113
Life Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $9,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,110
Amount paid for insurance broker fees113
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Number of Individuals Covered162
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $936
Total amount of fees paid to insurance companyUSD $222
Life Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $7,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $936
Insurance broker organization code?3
Amount paid for insurance broker fees222
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker nameBROWN & BROWN OF FL
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Number of Individuals Covered147
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $814
Total amount of fees paid to insurance companyUSD $41
Life Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $6,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees41
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $814
Insurance broker nameBROWN & BROWN OF NEW YORK, INC.
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Number of Individuals Covered150
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $713
Total amount of fees paid to insurance companyUSD $175
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $328
Amount paid for insurance broker fees175
Additional information about fees paid to insurance brokerMEMBER SURVEYS, ENROLLMENT, BROKER BONUS
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF NEW YORK, INC.
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10076830
Policy instance 1
Insurance contract or identification number10076830
Number of Individuals Covered141
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $705
Total amount of fees paid to insurance companyUSD $216
Welfare Benefit Premiums Paid to CarrierUSD $5,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $705
Amount paid for insurance broker fees216
Additional information about fees paid to insurance brokerSURVEYS AND ENROLLMENT FEES
Insurance broker organization code?3
Insurance broker nameBOND FINANCIAL NETWORK

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