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WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameWINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN
Plan identification number 001

WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Code 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 contribtions 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS has sponsored the creation of one or more 401k plans.

Company Name:WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS
Employer identification number (EIN):364348670
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEREMY KRUIDENIER2023-10-09
0012021-01-01JEREMY KRUIDENIER2022-10-04
0012020-01-01JEREMY KRUIDENIER2021-07-28
0012019-01-01
0012018-01-01KARIN LIJANA MATURA
0012017-01-01KARIN LIJANA MATURA
0012016-01-01KARIN LIJANA MATURA
0012015-01-01KARIN LIJANA MATURA
0012014-01-01KARIN LIJANA MATURA
0012013-01-01KARIN LIJANA MATURA
0012012-01-01KARIN LIJANA MATURA
0012011-01-01KARIN LIJANA MATURA
0012009-01-01PAUL JENKINS
0012009-01-01PAUL JENKINS

Plan Statistics for WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN

401k plan membership statisitcs for WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN

Measure Date Value
2019: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN

Measure Date Value
2019 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$278,179
Expenses. Total of all expenses incurred2019-12-31$58,851
Benefits paid (including direct rollovers)2019-12-31$58,776
Total plan assets at end of year2019-12-31$1,299,197
Total plan assets at beginning of year2019-12-31$1,079,869
Value of fidelity bond covering the plan2019-12-31$129,919
Total contributions received or receivable from participants2019-12-31$45,491
Expenses. Other expenses not covered elsewhere2019-12-31$75
Other income received2019-12-31$213,284
Net income (gross income less expenses)2019-12-31$219,328
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,299,197
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,079,869
Total contributions received or receivable from employer(s)2019-12-31$19,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-34,582
Expenses. Total of all expenses incurred2018-12-31$7,153
Benefits paid (including direct rollovers)2018-12-31$7,103
Total plan assets at end of year2018-12-31$1,079,869
Total plan assets at beginning of year2018-12-31$1,121,604
Value of fidelity bond covering the plan2018-12-31$110,000
Total contributions received or receivable from participants2018-12-31$44,164
Expenses. Other expenses not covered elsewhere2018-12-31$50
Other income received2018-12-31$-97,482
Net income (gross income less expenses)2018-12-31$-41,735
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,079,869
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,121,604
Assets. Value of participant loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$18,736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$209,247
Expenses. Total of all expenses incurred2017-12-31$2,003
Benefits paid (including direct rollovers)2017-12-31$1,878
Total plan assets at end of year2017-12-31$1,121,604
Total plan assets at beginning of year2017-12-31$914,360
Value of fidelity bond covering the plan2017-12-31$92,000
Total contributions received or receivable from participants2017-12-31$36,740
Expenses. Other expenses not covered elsewhere2017-12-31$125
Other income received2017-12-31$154,067
Net income (gross income less expenses)2017-12-31$207,244
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,121,604
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$914,360
Assets. Value of participant loans2017-12-31$4,969
Total contributions received or receivable from employer(s)2017-12-31$18,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$92,949
Expenses. Total of all expenses incurred2016-12-31$125
Total plan assets at end of year2016-12-31$914,360
Total plan assets at beginning of year2016-12-31$821,536
Value of fidelity bond covering the plan2016-12-31$92,000
Total contributions received or receivable from participants2016-12-31$31,214
Expenses. Other expenses not covered elsewhere2016-12-31$125
Other income received2016-12-31$43,663
Net income (gross income less expenses)2016-12-31$92,824
Net plan assets at end of year (total assets less liabilities)2016-12-31$914,360
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$821,536
Assets. Value of participant loans2016-12-31$3,022
Total contributions received or receivable from employer(s)2016-12-31$18,072
2015 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$27,274
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$821,536
Total plan assets at beginning of year2015-12-31$794,262
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$24,493
Other income received2015-12-31$-10,020
Net income (gross income less expenses)2015-12-31$27,274
Net plan assets at end of year (total assets less liabilities)2015-12-31$821,536
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$794,262
Assets. Value of participant loans2015-12-31$1,338
Total contributions received or receivable from employer(s)2015-12-31$12,801
2014 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$72,279
Expenses. Total of all expenses incurred2014-12-31$125
Total plan assets at end of year2014-12-31$794,262
Total plan assets at beginning of year2014-12-31$722,108
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$24,585
Expenses. Other expenses not covered elsewhere2014-12-31$125
Other income received2014-12-31$34,651
Net income (gross income less expenses)2014-12-31$72,154
Net plan assets at end of year (total assets less liabilities)2014-12-31$794,262
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$722,108
Assets. Value of participant loans2014-12-31$3,097
Total contributions received or receivable from employer(s)2014-12-31$13,043
2013 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$139,864
Expenses. Total of all expenses incurred2013-12-31$6,545
Benefits paid (including direct rollovers)2013-12-31$6,395
Total plan assets at end of year2013-12-31$722,108
Total plan assets at beginning of year2013-12-31$588,789
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$18,969
Expenses. Other expenses not covered elsewhere2013-12-31$150
Other income received2013-12-31$109,980
Net income (gross income less expenses)2013-12-31$133,319
Net plan assets at end of year (total assets less liabilities)2013-12-31$722,108
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$588,789
Assets. Value of participant loans2013-12-31$1,365
Total contributions received or receivable from employer(s)2013-12-31$10,915
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$573,902
Expenses. Total of all expenses incurred2012-12-31$49,121
Benefits paid (including direct rollovers)2012-12-31$48,971
Total plan assets at end of year2012-12-31$588,789
Total plan assets at beginning of year2012-12-31$64,008
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$18,055
Contributions received from other sources (not participants or employers)2012-12-31$477,911
Other income received2012-12-31$67,508
Net income (gross income less expenses)2012-12-31$524,781
Net plan assets at end of year (total assets less liabilities)2012-12-31$588,789
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$64,008
Assets. Value of participant loans2012-12-31$2,944
Total contributions received or receivable from employer(s)2012-12-31$10,428
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-13,584
Expenses. Total of all expenses incurred2011-12-31$290,841
Benefits paid (including direct rollovers)2011-12-31$290,641
Total plan assets at end of year2011-12-31$64,008
Total plan assets at beginning of year2011-12-31$368,433
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$8,669
Other income received2011-12-31$-25,669
Net income (gross income less expenses)2011-12-31$-304,425
Net plan assets at end of year (total assets less liabilities)2011-12-31$64,008
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$368,433
Assets. Value of participant loans2011-12-31$2,611
Total contributions received or receivable from employer(s)2011-12-31$3,416
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$73,644
Expenses. Total of all expenses incurred2010-12-31$3,550
Benefits paid (including direct rollovers)2010-12-31$3,500
Total plan assets at end of year2010-12-31$368,433
Total plan assets at beginning of year2010-12-31$298,339
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$18,307
Other income received2010-12-31$46,402
Net income (gross income less expenses)2010-12-31$70,094
Net plan assets at end of year (total assets less liabilities)2010-12-31$368,433
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$298,339
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$8,935
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN

2019: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING 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: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: WINE AND SPIRIT DISTRIBUTORS OF ILLINOIS 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,651
Total amount of fees paid to insurance companyUSD $598
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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 $3,651
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,439
Total amount of fees paid to insurance companyUSD $570
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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 $3,439
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,082
Total amount of fees paid to insurance companyUSD $375
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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 $2,082
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC.
ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,452
Total amount of fees paid to insurance companyUSD $405
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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 $2,452
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC.
ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,268
Total amount of fees paid to insurance companyUSD $371
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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 $2,268
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC.
ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,931
Total amount of fees paid to insurance companyUSD $311
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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 $1,931
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC.
ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,540
Total amount of fees paid to insurance companyUSD $214
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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 $1,540
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameBENEFIT SERVICES GROUP, INC.
ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $920
Total amount of fees paid to insurance companyUSD $177
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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
ING LIFE INSURANCE & ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHU467
Policy instance 1
Insurance contract or identification numberPHU467
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $935
Total amount of fees paid to insurance companyUSD $151
Are there contracts with allocated funds for individual policies?No
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
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 $935
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees151
Insurance broker nameBENEFIT SERVICES GROUP, INC.

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