401k Plan data: VSP VISION PLAN plan

VSP VISION PLAN 401k Plan overview

Plan Name	VSP VISION PLAN
Plan identification number	510

VSP VISION PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

SOUTHERN HEAT EXCHANGER CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN HEAT EXCHANGER CORPORATION

Employer identification number (EIN): 630455815

NAIC Classification: 333410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VSP VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
510 2022-05-01
510 2020-05-01
510 2019-05-01
510 2018-05-01
510 2017-05-01 APRIL KENDRICK
510 2017-05-01 BRANDON HARBIN 2018-11-29
510 2016-05-01 BRANDON HARBIN
510 2015-05-01 BRANDON HARBIN
510 2014-05-01 BRANDON HARBIN
510 2013-05-01 BRANDON HARBIN

Plan Statistics for VSP VISION PLAN

401k plan membership statisitcs for VSP VISION PLAN

Measure Date Value
2022: VSP VISION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-05-01 78
Total number of active participants reported on line 7a of the Form 5500 2022-05-01 78
Total of all active and inactive participants 2022-05-01 78
Total participants 2022-05-01 78
2020: VSP VISION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-05-01 104
Total number of active participants reported on line 7a of the Form 5500 2020-05-01 104
Total of all active and inactive participants 2020-05-01 104
Total participants 2020-05-01 104
2019: VSP VISION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-05-01 120
Total number of active participants reported on line 7a of the Form 5500 2019-05-01 120
Total of all active and inactive participants 2019-05-01 120
Total participants 2019-05-01 120
2018: VSP VISION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-05-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-05-01 129
Total of all active and inactive participants 2018-05-01 129
Total participants 2018-05-01 129
2017: VSP VISION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 118
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 118
Total of all active and inactive participants 2017-05-01 118
Total participants 2017-05-01 118
2016: VSP VISION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 107
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 107
Total of all active and inactive participants 2016-05-01 107
Total participants 2016-05-01 107
2015: VSP VISION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 105
Total of all active and inactive participants 2015-05-01 105
Total participants 2015-05-01 105
2014: VSP VISION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 107
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 107
Total of all active and inactive participants 2014-05-01 107
Total participants 2014-05-01 107
2013: VSP VISION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 116
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 116
Total of all active and inactive participants 2013-05-01 116
Total participants 2013-05-01 116

Measure	Date	Value
2022: VSP VISION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-05-01	78
Total number of active participants reported on line 7a of the Form 5500	2022-05-01	78
Total of all active and inactive participants	2022-05-01	78
Total participants	2022-05-01	78
2020: VSP VISION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-05-01	104
Total number of active participants reported on line 7a of the Form 5500	2020-05-01	104
Total of all active and inactive participants	2020-05-01	104
Total participants	2020-05-01	104
2019: VSP VISION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-05-01	120
Total number of active participants reported on line 7a of the Form 5500	2019-05-01	120
Total of all active and inactive participants	2019-05-01	120
Total participants	2019-05-01	120
2018: VSP VISION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-05-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-05-01	129
Total of all active and inactive participants	2018-05-01	129
Total participants	2018-05-01	129
2017: VSP VISION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	118
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	118
Total of all active and inactive participants	2017-05-01	118
Total participants	2017-05-01	118
2016: VSP VISION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	107
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	107
Total of all active and inactive participants	2016-05-01	107
Total participants	2016-05-01	107
2015: VSP VISION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	105
Total of all active and inactive participants	2015-05-01	105
Total participants	2015-05-01	105
2014: VSP VISION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	107
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	107
Total of all active and inactive participants	2014-05-01	107
Total participants	2014-05-01	107
2013: VSP VISION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	116
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	116
Total of all active and inactive participants	2013-05-01	116
Total participants	2013-05-01	116

Form 5500 Responses for VSP VISION PLAN

2022: VSP VISION PLAN 2022 form 5500 responses
2022-05-01	Type of plan entity	Single employer plan
2022-05-01	Submission has been amended	No
2022-05-01	This submission is the final filing	No
2022-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-05-01	Plan is a collectively bargained plan	No
2022-05-01	Plan funding arrangement – Insurance	Yes
2022-05-01	Plan benefit arrangement – Insurance	Yes
2020: VSP VISION PLAN 2020 form 5500 responses
2020-05-01	Type of plan entity	Single employer plan
2020-05-01	Submission has been amended	No
2020-05-01	This submission is the final filing	No
2020-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-05-01	Plan is a collectively bargained plan	No
2020-05-01	Plan funding arrangement – Insurance	Yes
2020-05-01	Plan benefit arrangement – Insurance	Yes
2019: VSP VISION PLAN 2019 form 5500 responses
2019-05-01	Type of plan entity	Single employer plan
2019-05-01	Submission has been amended	No
2019-05-01	This submission is the final filing	No
2019-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-05-01	Plan is a collectively bargained plan	No
2019-05-01	Plan funding arrangement – Insurance	Yes
2019-05-01	Plan benefit arrangement – Insurance	Yes
2018: VSP VISION PLAN 2018 form 5500 responses
2018-05-01	Type of plan entity	Single employer plan
2018-05-01	Submission has been amended	No
2018-05-01	This submission is the final filing	No
2018-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-05-01	Plan is a collectively bargained plan	No
2018-05-01	Plan funding arrangement – Insurance	Yes
2018-05-01	Plan benefit arrangement – Insurance	Yes
2017: VSP VISION PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Submission has been amended	Yes
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes
2016: VSP VISION PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	No
2016-05-01	Plan funding arrangement – Insurance	Yes
2016-05-01	Plan benefit arrangement – Insurance	Yes
2015: VSP VISION PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Insurance	Yes
2015-05-01	Plan benefit arrangement – Insurance	Yes
2014: VSP VISION PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2013: VSP VISION PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-05-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )

Policy contract number

36190

Policy instance

Insurance contract or identification number	36190
Number of Individuals Covered	120
Insurance policy start date	2019-05-01
Insurance policy end date	2020-04-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $21,190

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Company Name:	SOUTHERN HEAT EXCHANGER CORPORATION
Employer identification number (EIN):	630455815
NAIC Classification:	333410