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JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 401k Plan overview

Plan NameJAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN
Plan identification number 505

JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Other welfare benefit cover

401k Sponsoring company profile

JAMES AVERY CRAFTSMAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES AVERY CRAFTSMAN, INC.
Employer identification number (EIN):741535732
NAIC Classification:448310
NAIC Description:Jewelry Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052023-03-01
5052023-03-01MARGARET GREENSHIELD
5052022-03-01
5052022-03-01MARGARET GREENSHIELD
5052021-03-01
5052021-03-01MARGARET GREENSHIELD
5052020-03-01
5052019-03-01

Plan Statistics for JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN

401k plan membership statisitcs for JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN

Measure Date Value
2023: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2023 401k membership
Total participants, beginning-of-year2023-03-011,764
Total number of active participants reported on line 7a of the Form 55002023-03-011,769
Number of retired or separated participants receiving benefits2023-03-010
Number of other retired or separated participants entitled to future benefits2023-03-010
Total of all active and inactive participants2023-03-011,769
2022: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-011,546
Total number of active participants reported on line 7a of the Form 55002022-03-011,764
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-010
Total of all active and inactive participants2022-03-011,764
2021: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-011,374
Total number of active participants reported on line 7a of the Form 55002021-03-011,546
Number of retired or separated participants receiving benefits2021-03-010
Number of other retired or separated participants entitled to future benefits2021-03-010
Total of all active and inactive participants2021-03-011,546
2020: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-011,518
Total number of active participants reported on line 7a of the Form 55002020-03-011,374
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-011,374
2019: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-011,567
Total number of active participants reported on line 7a of the Form 55002019-03-011,518
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-011,518

Form 5500 Responses for JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN

2023: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2023 form 5500 responses
2023-03-01Type of plan entitySingle employer plan
2023-03-01Submission has been amendedNo
2023-03-01This submission is the final filingNo
2023-03-01This return/report is a short plan year return/report (less than 12 months)No
2023-03-01Plan is a collectively bargained planNo
2023-03-01Plan funding arrangement – InsuranceYes
2023-03-01Plan benefit arrangement – InsuranceYes
2022: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – InsuranceYes
2021: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – InsuranceYes
2020: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: JAMES AVERY CRAFTSMAN, INC. LIFE AND AD&D PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01First time form 5500 has been submittedYes
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSA2-890-LF1046
Policy instance 1
Insurance contract or identification numberSA2-890-LF1046
Number of Individuals Covered1769
Insurance policy start date2023-03-01
Insurance policy end date2024-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,304
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 BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $515,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0218481
Policy instance 1
Insurance contract or identification number0218481
Number of Individuals Covered1764
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $10,573
Total amount of fees paid to insurance companyUSD $7,123
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 BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $534,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0218481
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0218481
Policy instance 1

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