401k Plan data: THE BILTMORE COMPANY WELFARE BENEFIT PLAN plan

THE BILTMORE COMPANY WELFARE BENEFIT PLAN 401k Plan overview

Plan Name	THE BILTMORE COMPANY WELFARE BENEFIT PLAN
Plan identification number	501

THE BILTMORE COMPANY WELFARE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Scholarship (funded) Other welfare benefit cover

401k Sponsoring company profile

THE BILTMORE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE BILTMORE COMPANY

Employer identification number (EIN): 560141915

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BILTMORE COMPANY WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2016-07-01
501 2015-07-01
501 2014-07-01 VICKI BANKS
501 2013-07-01 VICKI BANKS
501 2012-07-01 FILED WITH AUTHORIZED SIGNATURE
501 2011-07-01 VICKI BANKS
501 2010-07-01 VICKI BANKS
501 2009-07-01 VICKI BANKS

Plan Statistics for THE BILTMORE COMPANY WELFARE BENEFIT PLAN

401k plan membership statisitcs for THE BILTMORE COMPANY WELFARE BENEFIT PLAN

Measure Date Value
2016: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 738
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 770
Total of all active and inactive participants 2016-07-01 770
2015: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 67,303
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 734
Number of retired or separated participants receiving benefits 2015-07-01 4
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 738
2014: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 777
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 798
Number of retired or separated participants receiving benefits 2014-07-01 5
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 803
2013: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 625
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 625
Number of retired or separated participants receiving benefits 2013-07-01 11
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 636
2012: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 625
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 608
Number of retired or separated participants receiving benefits 2012-07-01 20
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 628
2011: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 932
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 763
Number of retired or separated participants receiving benefits 2011-07-01 107
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 870
2010: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 1,021
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 842
Number of retired or separated participants receiving benefits 2010-07-01 90
Total of all active and inactive participants 2010-07-01 932
2009: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 900
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 890
Number of retired or separated participants receiving benefits 2009-07-01 131
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 1,021

Measure	Date	Value
2016: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	738
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	770
Total of all active and inactive participants	2016-07-01	770
2015: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	67,303
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	734
Number of retired or separated participants receiving benefits	2015-07-01	4
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	738
2014: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	777
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	798
Number of retired or separated participants receiving benefits	2014-07-01	5
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	803
2013: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	625
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	625
Number of retired or separated participants receiving benefits	2013-07-01	11
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	636
2012: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	625
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	608
Number of retired or separated participants receiving benefits	2012-07-01	20
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	628
2011: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	932
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	763
Number of retired or separated participants receiving benefits	2011-07-01	107
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	870
2010: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	1,021
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	842
Number of retired or separated participants receiving benefits	2010-07-01	90
Total of all active and inactive participants	2010-07-01	932
2009: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	900
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	890
Number of retired or separated participants receiving benefits	2009-07-01	131
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	1,021

Form 5500 Responses for THE BILTMORE COMPANY WELFARE BENEFIT PLAN

2016: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: THE BILTMORE COMPANY WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0102398
Policy instance	1
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number	057346
Policy instance	2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0102398
Policy instance	1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0102398
Policy instance	1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0102398
Policy instance	1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0102398
Policy instance	1
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number	057346/062336
Policy instance	1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0102398
Policy instance	2

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Company Name:	THE BILTMORE COMPANY
Employer identification number (EIN):	560141915
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions