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GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 401k Plan overview

Plan NameGERDAU AMERISTEEL US RETIREE MEDICAL PLAN
Plan identification number 511

GERDAU AMERISTEEL US RETIREE MEDICAL PLAN Benefits

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

401k Sponsoring company profile

GERDAU AMERISTEEL US INC. has sponsored the creation of one or more 401k plans.

Company Name:GERDAU AMERISTEEL US INC.
Employer identification number (EIN):590792436

Additional information about GERDAU AMERISTEEL US INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1956-08-24
Company Identification Number: 195537
Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about GERDAU AMERISTEEL US INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERDAU AMERISTEEL US RETIREE MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5112022-01-01
5112021-01-01ANDREW E. LOYST2022-10-11
5112020-01-01
5112019-01-01
5112018-01-01
5112017-01-01ANDREW E. LOYST
5112016-01-01ANDREW LOYST
5112015-01-01ANDREW E. LOYST
5112014-01-01ANDREW E. LOYST ANDREW E. LOYSST2015-10-15
5112013-01-01ANDREW E. LOYST
5112011-01-01ANDREW E. LOYST

Plan Statistics for GERDAU AMERISTEEL US RETIREE MEDICAL PLAN

401k plan membership statisitcs for GERDAU AMERISTEEL US RETIREE MEDICAL PLAN

Measure Date Value
2022: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0138
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0163
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0163
2021: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0162
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-0138
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0138
2020: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0161
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0162
2019: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0164
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0162
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0162
2018: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0165
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0164
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0164
2017: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01107
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01107
2016: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01658
Total number of active participants reported on line 7a of the Form 55002016-01-01666
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 participants2016-01-01666
2015: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01616
Total number of active participants reported on line 7a of the Form 55002015-01-01660
Number of retired or separated participants receiving benefits2015-01-010
Total of all active and inactive participants2015-01-01660
2014: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01637
Total number of active participants reported on line 7a of the Form 55002014-01-01616
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 participants2014-01-01616
2013: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01660
Total number of active participants reported on line 7a of the Form 55002013-01-01637
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 participants2013-01-01637
2011: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01692
Total number of active participants reported on line 7a of the Form 55002011-01-01678
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 participants2011-01-01678

Financial Data on GERDAU AMERISTEEL US RETIREE MEDICAL PLAN

Measure Date Value
2022 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$4,406
Total plan liabilities at beginning of year2022-12-31$7,602
Total income from all sources2022-12-31$280,274
Expenses. Total of all expenses incurred2022-12-31$350,904
Benefits paid (including direct rollovers)2022-12-31$267,242
Total plan assets at end of year2022-12-31$113,640
Total plan assets at beginning of year2022-12-31$187,466
Value of fidelity bond covering the plan2022-12-31$10,000,000
Total contributions received or receivable from participants2022-12-31$179,719
Other income received2022-12-31$555
Net income (gross income less expenses)2022-12-31$-70,630
Net plan assets at end of year (total assets less liabilities)2022-12-31$109,234
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$179,864
Total contributions received or receivable from employer(s)2022-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$83,662
2021 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$7,602
Total plan liabilities at beginning of year2021-12-31$18,576
Total income from all sources2021-12-31$476,430
Expenses. Total of all expenses incurred2021-12-31$505,224
Benefits paid (including direct rollovers)2021-12-31$448,974
Total plan assets at end of year2021-12-31$187,466
Total plan assets at beginning of year2021-12-31$227,234
Value of fidelity bond covering the plan2021-12-31$10,000,000
Total contributions received or receivable from participants2021-12-31$226,411
Expenses. Other expenses not covered elsewhere2021-12-31$1,436
Other income received2021-12-31$19
Net income (gross income less expenses)2021-12-31$-28,794
Net plan assets at end of year (total assets less liabilities)2021-12-31$179,864
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$208,658
Total contributions received or receivable from employer(s)2021-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$54,814
2020 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$18,576
Total plan liabilities at beginning of year2020-12-31$12,704
Total income from all sources2020-12-31$730,677
Expenses. Total of all expenses incurred2020-12-31$717,177
Benefits paid (including direct rollovers)2020-12-31$655,190
Total plan assets at end of year2020-12-31$227,234
Total plan assets at beginning of year2020-12-31$207,862
Value of fidelity bond covering the plan2020-12-31$10,000,000
Total contributions received or receivable from participants2020-12-31$280,486
Expenses. Other expenses not covered elsewhere2020-12-31$920
Other income received2020-12-31$191
Net income (gross income less expenses)2020-12-31$13,500
Net plan assets at end of year (total assets less liabilities)2020-12-31$208,658
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$195,158
Total contributions received or receivable from employer(s)2020-12-31$450,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$61,067
2019 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$12,704
Total plan liabilities at beginning of year2019-12-31$41,533
Total income from all sources2019-12-31$643,747
Expenses. Total of all expenses incurred2019-12-31$494,391
Benefits paid (including direct rollovers)2019-12-31$427,322
Total plan assets at end of year2019-12-31$207,862
Total plan assets at beginning of year2019-12-31$87,335
Value of fidelity bond covering the plan2019-12-31$10,000,000
Total contributions received or receivable from participants2019-12-31$341,475
Expenses. Other expenses not covered elsewhere2019-12-31$4,742
Other income received2019-12-31$2,272
Net income (gross income less expenses)2019-12-31$149,356
Net plan assets at end of year (total assets less liabilities)2019-12-31$195,158
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$45,802
Total contributions received or receivable from employer(s)2019-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$62,327
2018 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$41,533
Total plan liabilities at beginning of year2018-12-31$55,072
Total income from all sources2018-12-31$1,954,368
Expenses. Total of all expenses incurred2018-12-31$1,936,554
Benefits paid (including direct rollovers)2018-12-31$1,858,254
Total plan assets at end of year2018-12-31$87,335
Total plan assets at beginning of year2018-12-31$83,060
Value of fidelity bond covering the plan2018-12-31$10,000,000
Total contributions received or receivable from participants2018-12-31$308,387
Expenses. Other expenses not covered elsewhere2018-12-31$5,357
Other income received2018-12-31$1,053
Net income (gross income less expenses)2018-12-31$17,814
Net plan assets at end of year (total assets less liabilities)2018-12-31$45,802
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$27,988
Total contributions received or receivable from employer(s)2018-12-31$1,644,928
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$72,943
2017 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$46,059
Total income from all sources (including contributions)2017-12-31$1,443,440
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,487,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,393,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,442,637
Value of total assets at end of year2017-12-31$83,060
Value of total assets at beginning of year2017-12-31$118,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$94,195
Total interest from all sources2017-12-31$803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$94,195
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$458,824
Participant contributions at end of year2017-12-31$27,988
Participant contributions at beginning of year2017-12-31$37,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,534
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-44,121
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,988
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$983,813
Employer contributions (assets) at end of year2017-12-31$55,072
Employer contributions (assets) at beginning of year2017-12-31$46,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,393,366
Liabilities. Value of benefit claims payable at end of year2017-12-31$48,556
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$30,525
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$46,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$117,775
Total income from all sources (including contributions)2016-12-31$2,937,042
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,924,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,726,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,936,822
Value of total assets at end of year2016-12-31$118,168
Value of total assets at beginning of year2016-12-31$176,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$197,778
Total interest from all sources2016-12-31$220
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$197,778
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$620,046
Participant contributions at end of year2016-12-31$37,109
Participant contributions at beginning of year2016-12-31$48,827
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,726,279
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$15,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$69,744
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$35,000
Total non interest bearing cash at beginning of year2016-12-31$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,109
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$59,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,316,776
Employer contributions (assets) at end of year2016-12-31$46,059
Employer contributions (assets) at beginning of year2016-12-31$93,072
Liabilities. Value of benefit claims payable at end of year2016-12-31$30,525
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$48,031
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CROWE HORWATH
Accountancy firm EIN2016-12-31350921680
2015 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$117,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$63,470
Total income from all sources (including contributions)2015-12-31$3,224,269
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,206,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,987,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,224,237
Value of total assets at end of year2015-12-31$176,899
Value of total assets at beginning of year2015-12-31$104,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$218,849
Total interest from all sources2015-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$218,849
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$643,625
Participant contributions at end of year2015-12-31$48,827
Participant contributions at beginning of year2015-12-31$29,926
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,334
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$2,987,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$69,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$39,547
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$35,000
Total non interest bearing cash at beginning of year2015-12-31$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$17,618
Value of net assets at end of year (total assets less liabilities)2015-12-31$59,124
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$32
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,552,278
Employer contributions (assets) at end of year2015-12-31$93,072
Employer contributions (assets) at beginning of year2015-12-31$40,050
Liabilities. Value of benefit claims payable at end of year2015-12-31$48,031
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$23,923
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON
Accountancy firm EIN2015-12-31366055558
2014 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$63,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$165,126
Total income from all sources (including contributions)2014-12-31$4,396,445
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,592,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,313,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,396,411
Value of total assets at end of year2014-12-31$104,976
Value of total assets at beginning of year2014-12-31$402,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$278,699
Total interest from all sources2014-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$817,968
Participant contributions at end of year2014-12-31$29,926
Participant contributions at beginning of year2014-12-31$70,147
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$181,826
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$4,313,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$39,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$107,024
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$35,000
Total non interest bearing cash at beginning of year2014-12-31$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-196,191
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,506
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$237,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$34
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,396,617
Employer contributions (assets) at end of year2014-12-31$40,050
Employer contributions (assets) at beginning of year2014-12-31$297,675
Contract administrator fees2014-12-31$278,699
Liabilities. Value of benefit claims payable at end of year2014-12-31$23,923
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$58,102
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON
Accountancy firm EIN2014-12-31366055558
2013 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$161,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$280,529
Total income from all sources (including contributions)2013-12-31$5,933,413
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,996,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,593,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,933,377
Value of total assets at end of year2013-12-31$217,751
Value of total assets at beginning of year2013-12-31$400,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$403,529
Total interest from all sources2013-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,332,276
Participant contributions at end of year2013-12-31$66,091
Participant contributions at beginning of year2013-12-31$121,791
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$547,021
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$5,593,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$103,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$157,378
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-63,451
Value of net assets at end of year (total assets less liabilities)2013-12-31$56,557
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$120,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$52,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$52,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$36
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,054,080
Employer contributions (assets) at end of year2013-12-31$116,659
Employer contributions (assets) at beginning of year2013-12-31$226,732
Contract administrator fees2013-12-31$403,529
Liabilities. Value of benefit claims payable at end of year2013-12-31$58,102
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$123,151
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON
Accountancy firm EIN2013-12-31366055558
2012 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$280,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$144,815
Total income from all sources (including contributions)2012-12-31$7,376,649
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,604,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,145,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,376,576
Value of total assets at end of year2012-12-31$400,537
Value of total assets at beginning of year2012-12-31$493,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$459,589
Total interest from all sources2012-12-31$73
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,533,169
Participant contributions at end of year2012-12-31$121,791
Participant contributions at beginning of year2012-12-31$129,365
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$406,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$7,145,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$157,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$144,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-228,255
Value of net assets at end of year (total assets less liabilities)2012-12-31$120,008
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$348,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$52,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$73
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,437,054
Employer contributions (assets) at end of year2012-12-31$226,732
Employer contributions (assets) at beginning of year2012-12-31$363,703
Contract administrator fees2012-12-31$459,589
Liabilities. Value of benefit claims payable at end of year2012-12-31$123,151
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON
Accountancy firm EIN2012-12-31366055558
2011 : GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$144,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,245,195
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,896,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,478,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,244,923
Value of total assets at end of year2011-12-31$493,078
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$418,836
Total interest from all sources2011-12-31$272
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,622,646
Participant contributions at end of year2011-12-31$129,365
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$530,423
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$5,478,096
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$144,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$348,263
Value of net assets at end of year (total assets less liabilities)2011-12-31$348,263
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,091,854
Employer contributions (assets) at end of year2011-12-31$363,703
Contract administrator fees2011-12-31$418,836
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558

Form 5500 Responses for GERDAU AMERISTEEL US RETIREE MEDICAL PLAN

2022: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: GERDAU AMERISTEEL US RETIREE MEDICAL 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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: GERDAU AMERISTEEL US RETIREE MEDICAL 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: GERDAU AMERISTEEL US RETIREE MEDICAL 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: GERDAU AMERISTEEL US RETIREE MEDICAL 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: GERDAU AMERISTEEL US RETIREE MEDICAL 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: GERDAU AMERISTEEL US RETIREE MEDICAL 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: GERDAU AMERISTEEL US RETIREE MEDICAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30021027-0092
Policy instance 1
Insurance contract or identification number30021027-0092
Number of Individuals Covered11
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $142
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 $1,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $142
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30021027-0092
Policy instance 1
Insurance contract or identification number30021027-0092
Number of Individuals Covered12
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $144
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 $1,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $144
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30021027-0092
Policy instance 1
Insurance contract or identification number30021027-0092
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $93
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 $930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30021027-0092
Policy instance 1
Insurance contract or identification number30021027-0092
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 $436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30021027-0092
Policy instance 1
Insurance contract or identification number30021027-0092
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 $735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30021027-0092
Policy instance 1
Insurance contract or identification number30021027-0092
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 $853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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