HEALTH AND LIFE INSURANCE 401k Plan overview

HEALTH AND LIFE INSURANCE Benefits

401k Sponsoring company profile

Company Name:	WHEELER CONSOLIDATED, INC.
Employer identification number (EIN):	421256560
NAIC Classification:	423300

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2023-01-01	KYLE FLEENER	2024-09-17
501	2018-01-01
501	2017-01-01	TIMOTHY R BLOUNT		TIMOTHY R BLOUNT	2018-08-23
501	2016-01-01	TIMOTHY R. BLOUNT		TIMOTHY R. BLOUNT	2017-08-15
501	2015-01-01	TIMOTHY R BLOUNT
501	2014-01-01	TIMOTHY R. BLOUNT
501	2013-01-01	TIMOTHY R. BLOUNT
501	2012-01-01	TIMOTHY R. BLOUNT		TIMOTHY R. BLOUNT	2013-10-11
501	2011-01-01	TIMOTHY R. BLOUNT		TIMOTHY R. BLOUNT	2012-08-17
501	2009-01-01	TIMOTHY R. BLOUNT		TIMOTHY R. BLOUNT	2010-10-01

Plan Statistics for HEALTH AND LIFE INSURANCE

Measure	Date	Value
2023: HEALTH AND LIFE INSURANCE 2023 401k membership
Total participants, beginning-of-year	2023-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	133
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	133
Number of employers contributing to the scheme	2023-01-01	0
2018: HEALTH AND LIFE INSURANCE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	112
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	112
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	0
2017: HEALTH AND LIFE INSURANCE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	111
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	111
2016: HEALTH AND LIFE INSURANCE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	128
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	128
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEALTH AND LIFE INSURANCE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	106
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	106
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HEALTH AND LIFE INSURANCE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	110
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	117
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	117
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HEALTH AND LIFE INSURANCE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	110
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	110
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HEALTH AND LIFE INSURANCE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	90
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	91
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HEALTH AND LIFE INSURANCE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	98
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	98
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HEALTH AND LIFE INSURANCE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	103
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	108
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for HEALTH AND LIFE INSURANCE

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• HEALTH AND WELFARE BENEFIT PLAN [EIN = 601973642]
• HEALTH AND BENEFIT SERVICES [EIN = 452213440]
• HEALTH AND PRESCRIPTION INSURANCE BENEFITS [EIN = 621582324]
• HEALTH AND MEDICINE POLICY RESEARCH GROUP EMPLOYEES' RETIREMENT PLAN [EIN = 363143826]
• HEALTH AND WELFARE BENEFIT PLAN FOR BRIGHTHOUSE SERVICES, LLC EMPLOYEES [EIN = 813094008]
• HEALTH AND WELFARE PLAN FOR HART HOWERTON, LTD. [EIN = 942787680]
• HEALTH AND WELFARE [EIN = 600148603]
• HEALTH AND WELFARE PLAN FOR EMPLOYEES OF PENN STATE HEALTH [EIN = 473769205]
• HEALTH AND WELFARE PLAN [EIN = 522365790]
• HEALTH AND VITALITY CENTER MED CORP 401(K) PROFIT SHARING PLAN [EIN = 263568534]
• HEALTH AND WISDOM, INC. 401(K) AND PROFIT SHARING PLAN [EIN = 371534594]
• HEALTH AND WELFARE PLAN [EIN = 204568544]
• HEALTH AND VITALITY CENTER MED CORP CASH BALANCE PLAN [EIN = 263568534]
• HEALTH AND HAPPINESS LLC SOCA BENEFIT PLAN [EIN = 463361420]
• HEALTH AND WELFARE BENEFIT PLAN OF SUNENERGY1, LLC [EIN = 271695242]
• HEALTH AND WELFARE PLAN FOR EMPLOYEES AND PENSIONERS OF REVERE COPPER PRODUCTS, INC. NEW BEDFORD DIVISION [EIN = 161146203]
• HEALTH AND WELFARE PLAN [EIN = 161595473]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF PREMIUM MORTGAGE CORPORATION [EIN = 161566654]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF TERRY TREE SERVICE, LLC. [EIN = 161488524]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF INSERO & CO. CPAS, LLP [EIN = 161016457]
• HEALTH AND HAPPINESS (H&H) INC. 401K PLAN [EIN = 461493470]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF CANNON INDUSTRIES, INC. [EIN = 161152293]
• HEALTH AND WELFARE PLAN [EIN = 201017148]
• HEALTH AND WELLNESS SOLUTIONS, PA CASH BALANCE PLAN [EIN = 260406833]
• HEALTH AND WEALTH FOR LIFE, LLC DEFINED BENEFIT PENSION PLAN [EIN = 300738667]
• HEALTH AND REHABILITATION PARTNERSHIP, LLC 401(K) PLAN [EIN = 201458571]
• HEALTH AND HARMONY ANIMAL SOCA BENEFIT PLAN [EIN = 455238096]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF TURTLE BAY RESORT [EIN = 205881281]
• HEALTH AND WELFARE [EIN = 843468606]
• HEALTH AND BENEFIT PLAN [EIN = 050434339]
• HEALTH AND WELFARE PLAN [EIN = 742952312]
• HEALTH AND REHAB SOLUTIONS EMPLOYEE BENEFIT PLAN [EIN = 455281410]
• HEALTH AND REHAB SOLUTIONS GROUP MEDICAL PLAN [EIN = 455281410]
• HEALTH AND WELFARE PLAN [EIN = 351341878]
• HEALTH AND DENTAL PLAN [EIN = 800242162]
• HEALTH AND WELFARE PLAN [EIN = 270590233]
• HEALTH AND WELFARE BENEFITS PLAN [EIN = 411502001]
• HEALTH AND WELFARE [EIN = 371700695]
• HEALTH AND WELFARE PLAN FOR EMPLOYEES OF NPC INTERNATIONAL, INC. AND SUBSIDIARIES [EIN = 480817298]
• HEALTH AND WELFARE BENEFIT PLAN FOR PART-TIME EMPLOYEES IN THE FIELD (MASS & GOLD CROWN) AND RETAIL (CSG & HALLS) [EIN = 430820871]
• HEALTH AND WELFARE BENEFIT AND CAFETERIA PLAN [EIN = 371689186]
• HEALTH AND WELFARE BENEFIT AND CAFETERIA PLAN [EIN = 832555591]
• HEALTH AND WELFARE [EIN = 821560257]
• HEALTH AND WELFARE PLAN FOR EMPLOYEES OF RITE OF PASSAGE INC [EIN = 860235002]
• HEALTH AND WELFAR PLAN FOR THE EMPLOYEES OF DEL LAGO RESORT & CASINO [EIN = 471137623]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF DEL LAGO RESORT & CASINO [EIN = 471137623]
• HEALTH AND WELFARE PLAN [EIN = 351341878]
• HEALTH AND WELFARE BENEFITS PLAN [EIN = 204935387]
• HEALTH AND WELFARE [EIN = 742674487]
• HEALTH AND WELFARE PLAN [EIN = 812959314]
• HEALTH AND WELFARE BENEFIT PLAN [EIN = 205213337]
• HEALTH AND WELFARE PLAN [EIN = 010371466]
• HEALTH AND SPORTS TECHNOLOGIES LLC 401K PLAN [EIN = 452068882]
• HEALTH AND WELFARE PLAN OF JORDAN-HOLMAN LUMBER COMPANY, INC. [EIN = 561313516]
• HEALTH AND WELFARE PLAN [EIN = 430653605]
• HEALTH AND WELFARE PLAN FOR SWEETENERS PLUS, LLC [EIN = 833911751]
• HEALTH AND WELFARE [EIN = 831957792]
• HEALTH AND HEALING DPC 401(K) PROFIT SHARING PLAN [EIN = 833219193]
• HEALTH AND STYLE INSTITUTE 401(K) PLAN [EIN = 453120547]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF LONGBRIDGE FINANCIAL LLC [EIN = 460530020]
• HEALTH AND WELFARE PLAN FOR DAY AUTOMATION SYSTEMS, INC. [EIN = 161576146]
• HEALTH AND MEDICINE COUNSEL LL 401(K) PROFIT SHARING PLAN & TRUST [EIN = 871668278]
• HEALTH AND WELFARE PLAN [EIN = 300022418]
• HEALTH AND BENEFITS PARTNERS LLC 401(K) PLAN [EIN = 272990718]
• HEALTH AND WELFARE PLAN FOR EMPLOYEES OF ASHLEY STEWART, INC. [EIN = 465275153]
• HEALTH AND WELFARE PLAN [EIN = 274345989]
• HEALTH AND WELFARE PLAN [EIN = 833987257]
• HEALTH AND WELFARE [EIN = 941711855]
• HEALTH AND WELFARE PLAN FOR EMPLOYEES OF ALLIED UNIVERSAL IN PUERTO RICO [EIN = 611790568]
• HEALTH AND WELLNESS MEDICAL SERVICES 401(K) PLAN [EIN = 842566277]
• HEALTH AND JOY SERVICES 401(K) PLAN [EIN = 822988046]
• HEALTH AND WELFARE PLAN [EIN = 043029752]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF FOODLINK [EIN = 222428304]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF HR WORKS [EIN = 161394956]
• HEALTH AND WELFARE PLAN 502 [EIN = 593009002]
• HEALTH AND WELFARE PLAN [EIN = 272668011]
• HEALTH AND WELFARE BENEFIT PLAN [EIN = 760738649]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF GREENLIGHT NETWORKS [EIN = 452867698]
• HEALTH AND WELFARE BENEFIT PLAN [EIN = 042985923]
• HEALTH AND WELFARE PLAN [EIN = 463869539]
• HEALTH AND WELFARE BENEFIT PLAN FOR STANDARD CONSTRUCTION [EIN = 610597006]
• HEALTH AND WELFARE BENEFIT PLAN [EIN = 853268510]
• HEALTH AND WELFARE BENEFITS PLAN [EIN = 931329922]
• HEALTH AND WELFARE PLAN [EIN = 471243266]
• HEALTH AND WELFARE PLAN [EIN = 680663144]
• HEALTH AND WELFARE PLAN [EIN = 813952338]
• HEALTH AND WELFARE WRAP CARE OPTIONS MANAGEMENT PLANS DBA COMPASS, LLC AND SUPPORTIVE SERVICES LLC [EIN = 680390518]
• HEALTH AND WELFARE BENEFITS PLAN [EIN = 200696791]
• HEALTH AND WELFARE PLAN FOR THE EMPLOYEES OF VUZIX [EIN = 043392453]
• HEALTH AND WELFARE PLAN [EIN = 464526296]
• HEALTH AND WELLNESS OF NEVADA LLC 401(K) PLAN [EIN = 883243009]
• HEALTH AND WELFARE BENEFITS PLAN [EIN = 591225610]
• HEALTH AND WELFARE [EIN = 454685388]
• HEALTH AND HUMAN SERVICES 401(K) PLAN [EIN = 834021143]
• HEALTH AND WELFARE PLAN [EIN = 840400179]
• HEALTH AND WELFARE [EIN = 822209736]
• HEALTH AND WELFARE PLAN [EIN = 205584618]
• HEALTH AND WELFARE BENEFIT PLAN [EIN = 132670903]
• HEALTH AND BEAUTY MARKETING [EIN = 900592977]
• HEALTH AND WELFARE [EIN = 920932706]
• HEALTH AND WELFARE PLAN [EIN = 510343100]
• HEALTH AND WELFARE BENEFIT PLAN [EIN = 760738649]
• HEALTH AND WELFARE PLAN OF ASSOCIATED HARDWOODS INC AND AFFILIATES [EIN = 561214685]

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