SHORCO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF SHORCO
| Measure | Date | Value |
|---|
| 2022: EMPLOYEE HEALTH PLAN OF SHORCO 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 15 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 15 |
| 2021: EMPLOYEE HEALTH PLAN OF SHORCO 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 17 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 17 |
| 2020: EMPLOYEE HEALTH PLAN OF SHORCO 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 22 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 22 |
| 2019: EMPLOYEE HEALTH PLAN OF SHORCO 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 22 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
| Total of all active and inactive participants | 2019-05-01 | 22 |
| 2018: EMPLOYEE HEALTH PLAN OF SHORCO 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 18 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 0 |
| Total of all active and inactive participants | 2018-05-01 | 18 |
| 2017: EMPLOYEE HEALTH PLAN OF SHORCO 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 25 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 0 |
| Total of all active and inactive participants | 2017-05-01 | 25 |
| 2016: EMPLOYEE HEALTH PLAN OF SHORCO 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 24 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
| Total of all active and inactive participants | 2016-05-01 | 24 |
| 2015: EMPLOYEE HEALTH PLAN OF SHORCO 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 29 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
| Total of all active and inactive participants | 2015-05-01 | 29 |
| 2014: EMPLOYEE HEALTH PLAN OF SHORCO 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 24 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 24 |
| 2013: EMPLOYEE HEALTH PLAN OF SHORCO 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 28 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
| Total of all active and inactive participants | 2013-05-01 | 28 |
| 2012: EMPLOYEE HEALTH PLAN OF SHORCO 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 17 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
| Total of all active and inactive participants | 2012-05-01 | 17 |
| 2011: EMPLOYEE HEALTH PLAN OF SHORCO 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 19 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
| Total of all active and inactive participants | 2011-05-01 | 19 |
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEE HEALTH PLAN OF SHORCO 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $109,176 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $109,176 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $56,608 |
| Value of fidelity bond covering the plan | 2023-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $52,568 |
| Net income (gross income less expenses) | 2023-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $109,176 |
| 2022 : EMPLOYEE HEALTH PLAN OF SHORCO 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $134,697 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $134,697 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $66,348 |
| Value of fidelity bond covering the plan | 2022-04-30 | $7,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $68,349 |
| Net income (gross income less expenses) | 2022-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $134,697 |
| 2021 : EMPLOYEE HEALTH PLAN OF SHORCO 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $172,919 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $172,919 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $87,114 |
| Total plan assets at beginning of year | 2021-04-30 | $0 |
| Value of fidelity bond covering the plan | 2021-04-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $85,805 |
| Net income (gross income less expenses) | 2021-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $172,919 |
| 2020 : EMPLOYEE HEALTH PLAN OF SHORCO 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-04-30 | $0 |
| Total plan liabilities at beginning of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $183,334 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $183,334 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $92,362 |
| Total plan assets at end of year | 2020-04-30 | $0 |
| Total plan assets at beginning of year | 2020-04-30 | $0 |
| Value of fidelity bond covering the plan | 2020-04-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $90,972 |
| Net income (gross income less expenses) | 2020-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $183,334 |
| 2018 : EMPLOYEE HEALTH PLAN OF SHORCO 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-04-30 | $0 |
| Total plan liabilities at beginning of year | 2018-04-30 | $0 |
| Total income from all sources | 2018-04-30 | $187,941 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $187,941 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $89,615 |
| Total plan assets at end of year | 2018-04-30 | $0 |
| Total plan assets at beginning of year | 2018-04-30 | $0 |
| Value of fidelity bond covering the plan | 2018-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $98,326 |
| Net income (gross income less expenses) | 2018-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $187,941 |
| 2017 : EMPLOYEE HEALTH PLAN OF SHORCO 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-04-30 | $0 |
| Total plan liabilities at beginning of year | 2017-04-30 | $0 |
| Total income from all sources | 2017-04-30 | $201,240 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $201,240 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $94,977 |
| Total plan assets at end of year | 2017-04-30 | $0 |
| Total plan assets at beginning of year | 2017-04-30 | $0 |
| Value of fidelity bond covering the plan | 2017-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $106,263 |
| Net income (gross income less expenses) | 2017-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $201,240 |
| 2016 : EMPLOYEE HEALTH PLAN OF SHORCO 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-04-30 | $0 |
| Total plan liabilities at beginning of year | 2016-04-30 | $521 |
| Total income from all sources | 2016-04-30 | $145,416 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $145,416 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $66,711 |
| Total plan assets at end of year | 2016-04-30 | $0 |
| Total plan assets at beginning of year | 2016-04-30 | $521 |
| Value of fidelity bond covering the plan | 2016-04-30 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $78,705 |
| Net income (gross income less expenses) | 2016-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $145,416 |
| 2015 : EMPLOYEE HEALTH PLAN OF SHORCO 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-04-30 | $521 |
| Total plan liabilities at beginning of year | 2015-04-30 | $1,769 |
| Total income from all sources | 2015-04-30 | $96,110 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $96,110 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $46,055 |
| Total plan assets at end of year | 2015-04-30 | $521 |
| Total plan assets at beginning of year | 2015-04-30 | $1,769 |
| Value of fidelity bond covering the plan | 2015-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $50,055 |
| Net income (gross income less expenses) | 2015-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $96,110 |
| 2014 : EMPLOYEE HEALTH PLAN OF SHORCO 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-04-30 | $1,769 |
| Total plan liabilities at beginning of year | 2014-04-30 | $1,066 |
| Total income from all sources | 2014-04-30 | $80,404 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $95,144 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $50,445 |
| Total plan assets at end of year | 2014-04-30 | $1,769 |
| Total plan assets at beginning of year | 2014-04-30 | $15,806 |
| Value of fidelity bond covering the plan | 2014-04-30 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $44,699 |
| Net income (gross income less expenses) | 2014-04-30 | $-14,740 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $14,740 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $80,404 |
| 2013 : EMPLOYEE HEALTH PLAN OF SHORCO 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $1,066 |
| Total plan liabilities at beginning of year | 2013-04-30 | $2,143 |
| Total income from all sources | 2013-04-30 | $82,774 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $68,034 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $26,946 |
| Total plan assets at end of year | 2013-04-30 | $15,806 |
| Total plan assets at beginning of year | 2013-04-30 | $2,143 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $41,088 |
| Net income (gross income less expenses) | 2013-04-30 | $14,740 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $14,740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $82,774 |
| 2012 : EMPLOYEE HEALTH PLAN OF SHORCO 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $2,143 |
| Total plan liabilities at beginning of year | 2012-04-30 | $920 |
| Total income from all sources | 2012-04-30 | $80,641 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $80,641 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $39,906 |
| Total plan assets at end of year | 2012-04-30 | $2,143 |
| Total plan assets at beginning of year | 2012-04-30 | $920 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $40,735 |
| Net income (gross income less expenses) | 2012-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $80,641 |
| 2011 : EMPLOYEE HEALTH PLAN OF SHORCO 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $920 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $49,367 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $49,367 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $26,198 |
| Total plan assets at end of year | 2011-04-30 | $920 |
| Total plan assets at beginning of year | 2011-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $23,169 |
| Net income (gross income less expenses) | 2011-04-30 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $49,367 |
| 2022: EMPLOYEE HEALTH PLAN OF SHORCO 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 funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE HEALTH PLAN OF SHORCO 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEE HEALTH PLAN OF SHORCO 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 funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPLOYEE HEALTH PLAN OF SHORCO 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 funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMPLOYEE HEALTH PLAN OF SHORCO 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 funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EMPLOYEE HEALTH PLAN OF SHORCO 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 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 funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EMPLOYEE HEALTH PLAN OF SHORCO 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 funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EMPLOYEE HEALTH PLAN OF SHORCO 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 funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EMPLOYEE HEALTH PLAN OF SHORCO 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 funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: EMPLOYEE HEALTH PLAN OF SHORCO 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 – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEE HEALTH PLAN OF SHORCO 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEE HEALTH PLAN OF SHORCO 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | 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 | Yes | | Dental Insurance Welfare Benefit | Yes | | 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 $44,995 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | 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 | Yes | | Dental Insurance Welfare Benefit | Yes | | 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 $56,121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | 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 | Yes | | Dental Insurance Welfare Benefit | Yes | | 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 $74,018 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 46 | | 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 | Yes | | Dental Insurance Welfare Benefit | Yes | | 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 $79,857 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | 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 | Yes | | Dental Insurance Welfare Benefit | Yes | | 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 $71,037 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 43 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | 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 $84,708 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 $58,801 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 $38,911 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 $32,135 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 $28,808 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 $28,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 25544 NFA 0265 |
| Policy instance | 1 |
| Insurance contract or identification number | 25544 NFA 0265 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Are there contracts with allocated funds for individual policies? | No | | 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 $18,498 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
