?>
Logo

E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameE. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN
Plan identification number 002

E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

E. H. BROWN GENERAL CONTRACTOR, INC. has sponsored the creation of one or more 401k plans.

Company Name:E. H. BROWN GENERAL CONTRACTOR, INC.
Employer identification number (EIN):953541409
NAIC Classification:236200

Additional information about E. H. BROWN GENERAL CONTRACTOR, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1980-09-02
Company Identification Number: C1001592
Legal Registered Office Address: 1071 N. Citrus Dr.

La Habra
United States of America (USA)
90631

More information about E. H. BROWN GENERAL CONTRACTOR, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01WILLIAM STANLEY BROWN2020-05-04 WILLIAM STANLEY BROWN2020-05-04
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-11-01
0022013-11-01
0022012-11-01WILLAIM STANLEY BROWN WILLAIM STANLEY BROWN2013-12-30
0022011-11-01WILLAIM STANLEY BROWN2013-01-14 WILLAIM STANLEY BROWN2013-01-14
0022010-11-01E. H. BROWN2012-05-22 E. H. BROWN2012-05-22

Plan Statistics for E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN

Measure Date Value
2019: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-017
Total number of active participants reported on line 7a of the Form 55002014-11-017
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-017
Number of participants with account balances2014-11-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-018
Total number of active participants reported on line 7a of the Form 55002013-11-017
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-010
Total of all active and inactive participants2013-11-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-017
Number of participants with account balances2013-11-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0110
Total number of active participants reported on line 7a of the Form 55002012-11-018
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-010
Total of all active and inactive participants2012-11-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-018
Number of participants with account balances2012-11-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010

Financial Data on E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN

Measure Date Value
2019 : E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$60,460
Expenses. Total of all expenses incurred2019-12-31$3,248
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$324,516
Total plan assets at beginning of year2019-12-31$267,304
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$7,932
Expenses. Other expenses not covered elsewhere2019-12-31$3,248
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$46,183
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$57,212
Net plan assets at end of year (total assets less liabilities)2019-12-31$324,516
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$267,304
Assets. Value of participant loans2019-12-31$1,121
Total contributions received or receivable from employer(s)2019-12-31$6,345
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$11,470
Expenses. Total of all expenses incurred2018-12-31$54,790
Benefits paid (including direct rollovers)2018-12-31$50,489
Total plan assets at end of year2018-12-31$267,304
Total plan assets at beginning of year2018-12-31$310,624
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$8,931
Expenses. Other expenses not covered elsewhere2018-12-31$4,301
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-4,606
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-43,320
Net plan assets at end of year (total assets less liabilities)2018-12-31$267,304
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$310,624
Assets. Value of participant loans2018-12-31$10,000
Total contributions received or receivable from employer(s)2018-12-31$7,145
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$52,937
Expenses. Total of all expenses incurred2017-12-31$2,874
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$310,624
Total plan assets at beginning of year2017-12-31$260,561
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$10,724
Expenses. Other expenses not covered elsewhere2017-12-31$2,874
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$33,633
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$50,063
Net plan assets at end of year (total assets less liabilities)2017-12-31$310,624
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$260,561
Assets. Value of assets in partnership/joint-venture interests2017-12-31$9,277
Total contributions received or receivable from employer(s)2017-12-31$8,580
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$62,103
Expenses. Total of all expenses incurred2016-12-31$126,952
Benefits paid (including direct rollovers)2016-12-31$124,078
Total plan assets at end of year2016-12-31$260,561
Total plan assets at beginning of year2016-12-31$325,410
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$12,579
Expenses. Other expenses not covered elsewhere2016-12-31$2,874
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$39,393
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-64,849
Net plan assets at end of year (total assets less liabilities)2016-12-31$260,561
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$325,410
Assets. Value of assets in partnership/joint-venture interests2016-12-31$9,277
Total contributions received or receivable from employer(s)2016-12-31$10,131
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$20,860
Expenses. Total of all expenses incurred2015-12-31$5,902
Benefits paid (including direct rollovers)2015-12-31$1,249
Total plan assets at end of year2015-12-31$325,410
Total plan assets at beginning of year2015-12-31$310,452
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$18,886
Expenses. Other expenses not covered elsewhere2015-12-31$4,653
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-10,515
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$14,958
Net plan assets at end of year (total assets less liabilities)2015-12-31$325,410
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$310,452
Assets. Value of assets in partnership/joint-venture interests2015-12-31$9,277
Total contributions received or receivable from employer(s)2015-12-31$12,489
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,251
Expenses. Total of all expenses incurred2014-12-31$1,231
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$310,452
Total plan assets at beginning of year2014-12-31$310,432
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$1,231
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,251
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$20
Net plan assets at end of year (total assets less liabilities)2014-12-31$310,452
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$310,432
Assets. Value of assets in partnership/joint-venture interests2014-12-31$9,277
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Transfers to/from the plan2014-10-31$0
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$28,210
Expenses. Total of all expenses incurred2014-10-31$39,647
Benefits paid (including direct rollovers)2014-10-31$32,421
Total plan assets at end of year2014-10-31$310,432
Total plan assets at beginning of year2014-10-31$321,869
Value of fidelity bond covering the plan2014-10-31$150,000
Total contributions received or receivable from participants2014-10-31$0
Expenses. Other expenses not covered elsewhere2014-10-31$0
Contributions received from other sources (not participants or employers)2014-10-31$0
Other income received2014-10-31$24,504
Noncash contributions received2014-10-31$0
Net income (gross income less expenses)2014-10-31$-11,437
Net plan assets at end of year (total assets less liabilities)2014-10-31$310,432
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$321,869
Assets. Value of assets in partnership/joint-venture interests2014-10-31$9,277
Total contributions received or receivable from employer(s)2014-10-31$3,706
Value of certain deemed distributions of participant loans2014-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$7,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-10-31$0
Total plan liabilities at end of year2013-10-31$0
Total plan liabilities at beginning of year2013-10-31$0
Total income from all sources2013-10-31$50,109
Expenses. Total of all expenses incurred2013-10-31$75,759
Benefits paid (including direct rollovers)2013-10-31$68,895
Total plan assets at end of year2013-10-31$321,869
Total plan assets at beginning of year2013-10-31$347,519
Value of fidelity bond covering the plan2013-10-31$150,000
Total contributions received or receivable from participants2013-10-31$0
Expenses. Other expenses not covered elsewhere2013-10-31$6,864
Contributions received from other sources (not participants or employers)2013-10-31$0
Other income received2013-10-31$50,109
Noncash contributions received2013-10-31$0
Net income (gross income less expenses)2013-10-31$-25,650
Net plan assets at end of year (total assets less liabilities)2013-10-31$321,869
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$347,519
Assets. Value of assets in partnership/joint-venture interests2013-10-31$9,277
Total contributions received or receivable from employer(s)2013-10-31$0
Value of certain deemed distributions of participant loans2013-10-31$0
Value of corrective distributions2013-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0

Form 5500 Responses for E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN

2019: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: E. H. BROWN GENERAL CONTRACTOR, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number001055108
Policy instance 2
Insurance contract or identification number001055108
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-19744
Policy instance 1
Insurance contract or identification numberSAVE-19744
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,375
Total amount of fees paid to insurance companyUSD $137
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,375
Insurance broker organization code?3
Amount paid for insurance broker fees137
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number001055108
Policy instance 2
Insurance contract or identification number001055108
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-19744
Policy instance 1
Insurance contract or identification numberSAVE-19744
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,442
Total amount of fees paid to insurance companyUSD $144
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,442
Insurance broker organization code?3
Amount paid for insurance broker fees144
Additional information about fees paid to insurance brokerFEES PAID TO TPA
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number001055108
Policy instance 2
Insurance contract or identification number001055108
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-19744
Policy instance 1
Insurance contract or identification numberSAVE-19744
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,360
Total amount of fees paid to insurance companyUSD $136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,360
Insurance broker organization code?3
Amount paid for insurance broker fees136
Additional information about fees paid to insurance brokerDISTRIBUTION FEES
Insurance broker nameDISSINGER ASSOCOCIATES PLAN ADMIN
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number001055108
Policy instance 3
Insurance contract or identification number001055108
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number1549793
Policy instance 2
Insurance contract or identification number1549793
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-19744
Policy instance 1
Insurance contract or identification numberSAVE-19744
Number of Individuals Covered7
Insurance policy start date2015-02-20
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $943
Total amount of fees paid to insurance companyUSD $431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $943
Insurance broker organization code?3
Amount paid for insurance broker fees431
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker nameDISSINGER ASSOCOCIATES PLAN ADMIN
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number001055108
Policy instance 2
Insurance contract or identification number001055108
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number1549793
Policy instance 1
Insurance contract or identification number1549793
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number001055108
Policy instance 2
Insurance contract or identification number001055108
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number1549793
Policy instance 1
Insurance contract or identification number1549793
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number001055108
Policy instance 2
Insurance contract or identification number001055108
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $68
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68
Insurance broker organization code?3
Insurance broker nameSTONE INSURANCE SERVICES
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number1549793
Policy instance 1
Insurance contract or identification number1549793
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3