AL & JOHN, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: AL & JOHN, INC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-09-01 | 215 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 210 |
| Total of all active and inactive participants | 2022-09-01 | 210 |
| 2021: AL & JOHN, INC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-09-01 | 210 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 215 |
| Total of all active and inactive participants | 2021-09-01 | 215 |
| 2020: AL & JOHN, INC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 304 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 210 |
| Total of all active and inactive participants | 2020-09-01 | 210 |
| 2019: AL & JOHN, INC 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 301 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 304 |
| Total of all active and inactive participants | 2019-09-01 | 304 |
| 2018: AL & JOHN, INC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 300 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 301 |
| Total of all active and inactive participants | 2018-09-01 | 301 |
| 2017: AL & JOHN, INC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 303 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 300 |
| Total of all active and inactive participants | 2017-09-01 | 300 |
| 2016: AL & JOHN, INC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 295 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 303 |
| Total of all active and inactive participants | 2016-09-01 | 303 |
| 2015: AL & JOHN, INC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 289 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 295 |
| Total of all active and inactive participants | 2015-09-01 | 295 |
| 2014: AL & JOHN, INC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 294 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 289 |
| Total of all active and inactive participants | 2014-09-01 | 289 |
| 2013: AL & JOHN, INC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 271 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 294 |
| Total of all active and inactive participants | 2013-09-01 | 294 |
| 2012: AL & JOHN, INC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 288 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 271 |
| Total of all active and inactive participants | 2012-09-01 | 271 |
| 2011: AL & JOHN, INC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 293 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 288 |
| Total of all active and inactive participants | 2011-09-01 | 288 |
| 2009: AL & JOHN, INC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 169 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 150 |
| Total of all active and inactive participants | 2009-09-01 | 150 |
| 2022: AL & JOHN, INC 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | Plan funding arrangement – Insurance | Yes |
| 2022-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: AL & JOHN, INC 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | Plan funding arrangement – Insurance | Yes |
| 2021-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: AL & JOHN, INC 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Plan funding arrangement – Insurance | Yes |
| 2020-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: AL & JOHN, INC 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: AL & JOHN, INC 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: AL & JOHN, INC 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: AL & JOHN, INC 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: AL & JOHN, INC 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: AL & JOHN, INC 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: AL & JOHN, INC 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: AL & JOHN, INC 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Plan funding arrangement – Insurance | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: AL & JOHN, INC 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: AL & JOHN, INC 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10262064 |
| Policy instance | 3 |
| Insurance contract or identification number | 10262064 | | Number of Individuals Covered | 210 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $1,808 | | Total amount of fees paid to insurance company | USD $1,636 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,827 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,808 | | Amount paid for insurance broker fees | 1636 | | Additional information about fees paid to insurance broker | OVERIDES AND BROKER BONUS | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0264052 |
| Policy instance | 2 |
| Insurance contract or identification number | 0264052 | | Number of Individuals Covered | 267 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $99,279 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,966,508 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $43,796 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 921250 |
| Policy instance | 1 |
| Insurance contract or identification number | 921250 | | Number of Individuals Covered | 276 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $826 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,259 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $826 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10262064 |
| Policy instance | 3 |
| Insurance contract or identification number | 10262064 | | Number of Individuals Covered | 215 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $1,738 | | Total amount of fees paid to insurance company | USD $1,489 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,823 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,738 | | Amount paid for insurance broker fees | 1489 | | Additional information about fees paid to insurance broker | OVERIDES AND BROKER BONUS |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0264052 |
| Policy instance | 2 |
| Insurance contract or identification number | 0264052 | | Number of Individuals Covered | 283 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $72,999 | | Total amount of fees paid to insurance company | USD $26,624 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,685,470 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $43,799 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 26624 | | Additional information about fees paid to insurance broker | OVERIDES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 921250 |
| Policy instance | 1 |
| Insurance contract or identification number | 921250 | | Number of Individuals Covered | 293 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $865 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,909 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $865 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10262064 |
| Policy instance | 3 |
| Insurance contract or identification number | 10262064 | | Number of Individuals Covered | 210 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $1,713 | | Total amount of fees paid to insurance company | USD $824 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,483 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,713 | | Amount paid for insurance broker fees | 824 | | Additional information about fees paid to insurance broker | OVERIDES |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 0264052 |
| Policy instance | 2 |
| Insurance contract or identification number | 0264052 | | Number of Individuals Covered | 175 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $56,325 | | Total amount of fees paid to insurance company | USD $27,300 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,530,840 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,795 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 27300 | | Additional information about fees paid to insurance broker | OVERRIDES |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 857735G |
| Policy instance | 1 |
| Insurance contract or identification number | 857735G | | Number of Individuals Covered | 175 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $162 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 162 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0865675 |
| Policy instance | 2 |
| Insurance contract or identification number | 0865675 | | Number of Individuals Covered | 304 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $41,695 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,601,723 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 857735G |
| Policy instance | 1 |
| Insurance contract or identification number | 857735G | | Number of Individuals Covered | 193 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $2,172 | | Total amount of fees paid to insurance company | USD $1,076 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,487 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0865675 |
| Policy instance | 2 |
| Insurance contract or identification number | 0865675 | | Number of Individuals Covered | 301 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $45,986 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,590,952 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40,936 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 857735G |
| Policy instance | 1 |
| Insurance contract or identification number | 857735G | | Number of Individuals Covered | 195 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $2,845 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,811 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,845 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0865675 |
| Policy instance | 2 |
| Insurance contract or identification number | 0865675 | | Number of Individuals Covered | 300 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $99,673 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,521,934 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,669 | | Insurance broker organization code? | 3 | | Insurance broker name | CENTERSTONE INS FINANCIAL SER 12404 |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 8577350GL |
| Policy instance | 1 |
| Insurance contract or identification number | 8577350GL | | Number of Individuals Covered | 185 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $2,566 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,163 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,566 | | Insurance broker organization code? | 2 | | Insurance broker name | USI INSURANCE SERVICES NATIONAL INC |
|
