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J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 401k Plan overview

Plan NameJ. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN
Plan identification number 501

J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

J.W. HARRIS CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:J.W. HARRIS CO., INC.
Employer identification number (EIN):310713399
NAIC Classification:332900

Additional information about J.W. HARRIS CO., INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1990-09-18
Company Identification Number: 0008512906
Legal Registered Office Address: 4501 QUALITY PL C/O TAX DEPT

MASON
United States of America (USA)
45040

More information about J.W. HARRIS CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-01-01DAVID NANGLE2019-08-05
5012018-01-01DAVID NANGLE2020-09-02
5012017-10-01DAVID NANGLE
5012016-10-01DAVID NANGLE
5012015-10-01DAVID NANGLE DAVID NANGLE2017-05-23
5012014-10-01DAVID NANGLE
5012013-10-01DAVID NANGLE
5012011-10-01DAVID NANGLE
5012010-10-01DAVID NANGLE, PRESIDENT
5012009-10-01DAVID NANGLE, PRESIDENT

Plan Statistics for J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN

401k plan membership statisitcs for J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN

Measure Date Value
2018: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01277
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Total of all active and inactive participants2018-01-01240
2017: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01264
Total number of active participants reported on line 7a of the Form 55002017-10-01277
Total of all active and inactive participants2017-10-01277
2016: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01234
Total number of active participants reported on line 7a of the Form 55002016-10-01264
Total of all active and inactive participants2016-10-01264
2015: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01232
Total number of active participants reported on line 7a of the Form 55002015-10-01234
Total of all active and inactive participants2015-10-01234
2014: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01245
Total number of active participants reported on line 7a of the Form 55002014-10-01232
Total of all active and inactive participants2014-10-01232
2013: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01238
Total number of active participants reported on line 7a of the Form 55002013-10-01245
Total of all active and inactive participants2013-10-01245
2011: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01461
Total number of active participants reported on line 7a of the Form 55002011-10-01238
Total of all active and inactive participants2011-10-01238
2010: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01270
Total number of active participants reported on line 7a of the Form 55002010-10-01461
Total of all active and inactive participants2010-10-01461
2009: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01304
Total number of active participants reported on line 7a of the Form 55002009-10-01270
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-01270
Total participants2009-10-01270

Financial Data on J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN

Measure Date Value
2013 : J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$0
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$0
Value of total assets at end of year2013-09-30$0
Value of total assets at beginning of year2013-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Value of net income/loss2013-09-30$0
Value of net assets at end of year (total assets less liabilities)2013-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$0
2012 : J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$0
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$0
Value of total assets at end of year2012-09-30$0
Value of total assets at beginning of year2012-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Value of net income/loss2012-09-30$0
Value of net assets at end of year (total assets less liabilities)2012-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$0

Form 5500 Responses for J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN

2018: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2011: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2010: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – InsuranceYes
2009: J. W. HARRIS CO., INC. HEALTH & WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number30011623
Policy instance 1
Insurance contract or identification number30011623
Number of Individuals Covered210
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $210
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $210
Insurance broker organization code?3
Insurance broker nameTHE JAMES B. OSWALD CO.
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number5847
Policy instance 2
Insurance contract or identification number5847
Number of Individuals Covered549
Insurance policy start date2017-10-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,265
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,265
Insurance broker organization code?3
Insurance broker nameTHE JAMES B. OSWALD COMPANY

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