401k Plan data: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. plan

EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 401k Plan overview

Plan Name	EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC.
Plan identification number	503

EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

C. B. FLEET COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: C. B. FLEET COMPANY, INC.

Employer identification number (EIN): 540212370

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2017-01-01 CHRISTINA CALABRESE CHRISTINA CALABRESE 2018-04-17
503 2017-01-01
503 2016-01-01 J. STEVEN JONES J. STEVEN JONES 2017-06-15
503 2015-01-01 J. STEVEN JONES J. STEVEN JONES 2016-06-16
503 2014-01-01 J. STEVEN JONES J. STEVEN JONES 2015-06-29
503 2013-01-01 J. STEVEN JONES J. STEVEN JONES 2014-06-12
503 2012-01-01 J. STEVEN JONES J. STEVEN JONES 2013-07-31
503 2011-01-01 J. STEVEN JONES J. STEVEN JONES 2012-07-06
503 2010-01-01 J. STEVEN JONES J. STEVEN JONES 2011-07-05
503 2009-01-01 J. STEVEN JONES J. STEVEN JONES 2010-07-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
503	2017-01-01	CHRISTINA CALABRESE	CHRISTINA CALABRESE	2018-04-17
503	2017-01-01
503	2016-01-01	J. STEVEN JONES	J. STEVEN JONES	2017-06-15
503	2015-01-01	J. STEVEN JONES	J. STEVEN JONES	2016-06-16
503	2014-01-01	J. STEVEN JONES	J. STEVEN JONES	2015-06-29
503	2013-01-01	J. STEVEN JONES	J. STEVEN JONES	2014-06-12
503	2012-01-01	J. STEVEN JONES	J. STEVEN JONES	2013-07-31
503	2011-01-01	J. STEVEN JONES	J. STEVEN JONES	2012-07-06
503	2010-01-01	J. STEVEN JONES	J. STEVEN JONES	2011-07-05
503	2009-01-01	J. STEVEN JONES	J. STEVEN JONES	2010-07-16

Plan Statistics for EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC.

401k plan membership statisitcs for EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC.

Measure Date Value
2017: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 262
Number of retired or separated participants receiving benefits 2017-01-01 140
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 402
2016: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 428
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 451
Total of all active and inactive participants 2016-01-01 451
2015: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 428
Total of all active and inactive participants 2015-01-01 428
2014: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 434
Total of all active and inactive participants 2014-01-01 434
2013: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 439
Total of all active and inactive participants 2013-01-01 439
2012: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 417
Total of all active and inactive participants 2012-01-01 417
2011: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 414
Total of all active and inactive participants 2011-01-01 414
2010: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 411
Total of all active and inactive participants 2010-01-01 411
2009: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 445
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 439
Total of all active and inactive participants 2009-01-01 439

Measure	Date	Value
2017: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	262
Number of retired or separated participants receiving benefits	2017-01-01	140
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	402
2016: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	428
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	451
Total of all active and inactive participants	2016-01-01	451
2015: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	428
Total of all active and inactive participants	2015-01-01	428
2014: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	434
Total of all active and inactive participants	2014-01-01	434
2013: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	439
Total of all active and inactive participants	2013-01-01	439
2012: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	417
Total of all active and inactive participants	2012-01-01	417
2011: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	414
Total of all active and inactive participants	2011-01-01	414
2010: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	411
Total of all active and inactive participants	2010-01-01	411
2009: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	445
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	439
Total of all active and inactive participants	2009-01-01	439

Form 5500 Responses for EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC.

2017: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEES GROUP LIFE INSURANCE PLAN OF C.B. FLEET CO., INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	33412
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	33412
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	33412
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	33412
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	33412
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	33412
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	33412
Policy instance	1

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Company Name:	C. B. FLEET COMPANY, INC.
Employer identification number (EIN):	540212370
NAIC Classification:	325410